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  4. Family Management Financial Solutions
EIN 42-1390688

Family Management Financial Solutions

IRS 501(c) type
501(c)(3)
Num. employees
10
City
Waterloo
State
Iowa
Year formed
1992
Most recent tax filings
2023-12-01
NTEE code, primary
P50: Personal Social Services
Description
Family Management Financial Solutions strengthens communities by providing tools and resources for achieving personal financial stability. They provide housing counseling, loss mitigation counseling, home ownership opportunities, and anti-predatory lending activities to individuals in local communities. Additionally, they offer credit counseling to assist the community with financial problems through credit and debt counseling. Their location is Waterloo, IA.
Also known as...
Family Management Credit Counselors
Total revenues
$524,021
2023
Total expenses
$498,890
2023
Total assets
$1,396,828
2023
Num. employees
10
2023

Program areas at Family Management Financial Solutions

Credit counseling: to provide assistance to the community with Financial problems through credit and debt counseling.
Housing counseling: to provide housing and loss mitigation counseling to existing homeowners, home ownership opportunities, and anti-predatory lending activities to individuals in the local communities. Also, to provide reverse mortgage counseling to individuals age 62+ nationwide.

Grants made by Family Management Financial Solutions

GranteeGrant descriptionAmount
Center for SiouxlandCredit Counseling$125,200
Horizons A Family Service AllianceHousing Counseling$61,650

Personnel at Family Management Financial Solutions

NameTitleCompensation
Katy HackettExecutive Director$66,993
Jody Goldsberry StephensChief Financial Officer$41,580
Michele ClarkPresident and Treasurer$0
Jamie BurtonSecretary$0
Sheldon StiefelPresident and Treasurer$0
...and 2 more key personnel

Financials for Family Management Financial Solutions

RevenuesFYE 12/2023
Total grants, contributions, etc.$338,666
Program services$178,603
Investment income and dividends$1,661
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$1,235
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$3,856
Total revenues$524,021

Form 990s for Family Management Financial Solutions

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-06990View PDF
2019-122021-02-24990View PDF
2018-122021-02-09990View PDF
2017-122018-10-16990View PDF
2016-122017-12-27990View PDF
...and 7 more Form 990s

Organizations like Family Management Financial Solutions

OrganizationLocationRevenue
Wyoming 2-1-1Cheyenne, WY$1,159,357
OnTrack Financial Education & CounselingAsheville, NC$1,322,406
Financial Health PathwaysAustin, TX$527,765
ModusTulsa, OK$689,471
D&E A Housing and Economic Empowerment CenterEast Point, GA$1,323,516
Increasing HopeNorth Charleston, SC$945,750
The Women's Resource of Greater HoustonHouston, TX$1,223,214
Parachute Credit CounselingWest Seneca, NY$1,656,143
Prepare and ProsperSaint Paul, MN$2,572,017
Delaware Helpline A / K / A Delaware 2-1-1Wilmington, DE$901,923
Data update history
August 23, 2021
Posted financials
Added Form 990 for fiscal year 2019
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2018
August 23, 2020
Used new vendors
Identified 1 new vendor, including
October 1, 2018
Posted financials
Added Form 990 for fiscal year 2017
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
Human services
Characteristics
State / local levelReceives government fundingTax deductible donationsAccepts online donations
General information
Address
359 Rock Island Ave
Waterloo, IA 50701
Metro area
Waterloo-Cedar Falls, IA
County
Black Hawk County, IA
Website URL
family-finance.org/ 
Phone
(319) 234-6695
IRS details
EIN
42-1390688
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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