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FAMILY MANAGEMENT FINANCIAL SOLUTIONS INC

EIN 42-1390688 WATERLOO, IA

Browse the largest nonprofits in Iowa

Revenue 2025
$484,190
Expenses 2025
$435,407

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

As filed

Subsection
03
NTEE code
P51
Classification
1278
Street
2310 FALLS AVE STE 4

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $484,190
    Expenses
    $435,407
    Contributions
    $482,747
    Grants paid
    $0
  • 2024
    Revenue
    $348,480
    Expenses
    $499,330
    Contributions
    $292,950
    Grants paid
    $221,550
  • 2023
    Revenue
    $524,021
    Expenses
    $498,890
    Contributions
    $338,666
    Grants paid
    $186,850

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2019 · 990

    Revenue
    $242,168
    Expenses
    $275,399
    Assets (EOY)
    $885,260

  • 2018 · 990

    Revenue
    $230,420
    Expenses
    $298,016
    Assets (EOY)
    $973,040

  • 2017 · 990

    Revenue
    $299,945
    Expenses
    $330,831
    Assets (EOY)
    $1,006,056

  • 2016 · 990

    Revenue
    $341,175
    Expenses
    $333,518
    Assets (EOY)
    $1,045,770

  • 2015 · 990

    Revenue
    $415,077
    Expenses
    $371,818
    Assets (EOY)
    $1,038,174

  • 2013 · 990

    Revenue
    $473,619
    Expenses
    $463,144
    Assets (EOY)
    $621,985

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $467,952
    Assets (EOY)
    $688,242

  • 2011 · 990

    Revenue
    not reported
    Expenses
    $511,717
    Assets (EOY)
    $648,801

  • 2010 · 990

    Revenue
    not reported
    Expenses
    $723,718
    Assets (EOY)
    $818,629

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

  • Exemption revoked 15 May 2023, reinstated 15 May 2023.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.