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Nonprofiteer
← FAMILY MANAGEMENT FINANCIAL SOLUTIONS INC

Form 990 for tax year 2025

Filed by FAMILY MANAGEMENT FINANCIAL SOLUTIONS INC.

Totals

Total revenue
$484,190
Total expenses
$435,407
Contributions and grants received
$482,747
Grants paid
$0
Program service revenue
$0
Investment income
$1,443
Other revenue
$0
Total assets, end of year
$1,134,536
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,134,536
Program services expenses (Part IX)
$435,407
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$435,407

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $303,009

  • 1e · Government grants (contributions)

    $5,594

  • 1f · All other contributions, gifts and grants

    $174,144

  • 2a · Program service revenue: CREDIT COUNSELING

  • 2b · Program service revenue: HOUSING COUNSELING

  • 3 · Investment income

    total $1,443 · related or exempt $1,443

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $175,150 · program services $175,150

  • 5 · Compensation of officers, directors and key employees

    total $93,820 · program services $93,820

  • 7 · Other salaries and wages

    total $91,436 · program services $91,436

  • 10 · Payroll taxes

    total $14,172 · program services $14,172

  • 11c · Fees: accounting

    total $4,453 · program services $4,453

  • 12 · Advertising and promotion

    total $710 · program services $710

  • 14 · Information technology

    total $8,034 · program services $8,034

  • 16 · Occupancy

    total $14,340 · program services $14,340

  • 17 · Travel

    total $357 · program services $357

  • 23 · Insurance

    total $5,240 · program services $5,240

  • 24a · Other expenses: BANK CHARGES

    total $830 · program services $830

  • 24b · Other expenses: OFFICE

    total $17,471 · program services $17,471

  • 24c · Other expenses: REAPAIR AND MAINTENANCE

    total $9,394 · program services $9,394

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $921,361 · end of year $980,249

  • 2 · Savings and temporary cash investments

    beginning of year $110,237 · end of year $138,647

  • 10a · Land, buildings and equipment: cost or other basis

    $110,538

  • 10b · Land, buildings and equipment: accumulated depreciation

    $94,898

  • 10c · Land, buildings and equipment, net

    beginning of year $44,139 · end of year $15,640

  • 15 · Other assets

    beginning of year $10,016

  • 27 · Net assets without donor restrictions

    beginning of year $1,085,753 · end of year $1,134,536

Mission and programs · 2025

Mission

TO STRENGTHEN OUR COMMUNITIES BY PROVIDING TOOLS AND RESOURCES FOR ACHIEVING PERSONAL STABILITY.

  • 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 ANTT-PREDATORY LENDING ACITIVITIES TO INDIVIDUALS IN THE LOCAL COMMUNITIES. ALSO, TO PROVIDE REVERSE MORTGAGE COUNSELING TO INDIVIDUALS AGE 62 NATIONWIDE.

    Expenses $435,407 · Revenue $302,450

As filed on the 2025 return.

Listed in Part VII

  • Katy Waler

    EXECUTIVE DIRECTOR

    Total calculated
    $93,820
    From this org
    $93,820
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

  • Tammy Green

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Lauren Prugh

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Emily Kerr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Terese Evans

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
12 August 2026
IRS schema version
2025v4.2
Source object
202602249349300745

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