Civic Intelligence

Family Management Matters

EIN 26-0455933 • 501(c)3 • Santa Ana, CA

Profile

The purpose of family management matters is to strengthen families by providing guidance and tools for educational, financial, wellness and personal development and growth of individual members as well as the family unit.

901 W Civic Center Drive Suite 160Santa Ana, CA 92703

www.familymm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

28.14x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-6818%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-4.3%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

6th percentile

-89%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$19,248

Down $1,787 (-8.5%) from 2022

Liabilities

$1,435

No earlier filing loaded for comparison.

Net Assets

Down

$17,813

Down $3,222 (-15%) from 2022

Operations
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$51

Down $4,535 (-99%) from 2022

Expenses

Down

$3,528

Down $5,117 (-59%) from 2022

Net Income

Up

-$3,477

Up $582 (+14%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $18,127Net Assets 2013: $18,1272013Assets 2015: $22,444Net Assets 2015: $22,4442015Assets 2016: $16,499Net Assets 2016: $16,4992016Assets 2017: $21,140Net Assets 2017: $21,1402017Assets 2018: $21,540Net Assets 2018: $21,5402018Assets 2019: $44,486Net Assets 2019: $44,4862019Assets 2020: $25,672Net Assets 2020: $25,6722020Assets 2021: $25,094Net Assets 2021: $25,0942021Assets 2022: $21,035Net Assets 2022: $21,0352022Assets 2024: $19,248Liabilities 2024: $1,435Net Assets 2024: $17,8132024

Highlighted filing

2024

Assets$19,248
Liabilities$1,435
Net Assets$17,813
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2013: $2,411Expenses 2013: $1,020Net Income 2013: $1,3912013Revenue 2015: $17,612Expenses 2015: $10,303Net Income 2015: $7,3092015Revenue 2016: $3,642Expenses 2016: $9,587Net Income 2016: -$5,9452016Revenue 2017: $11,005Expenses 2017: $6,364Net Income 2017: $4,6412017Revenue 2018: $2,827Expenses 2018: $2,427Net Income 2018: $4002018Revenue 2019: $26,536Expenses 2019: $3,590Net Income 2019: $22,9462019Revenue 2020: $6,005Expenses 2020: $24,819Net Income 2020: -$18,8142020Revenue 2021: $5,001Expenses 2021: $5,579Net Income 2021: -$5782021Revenue 2022: $4,586Expenses 2022: $8,645Net Income 2022: -$4,0592022Revenue 2024: $51Expenses 2024: $3,528Net Income 2024: -$3,4772024

Highlighted filing

2024

Revenue$51
Expenses$3,528
Net Income-$3,477
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,248
Liabilities
$1,435
Net assets
$17,813
Revenue
$51
Expenses
$3,528
Net income
-$3,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.2$1.44$17.8$0.05$3.53$3.48
2022Detailed filing. Detailed filing data is available for this year.$21.0$21.0$4.59$8.65$4.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$25.1$5.00$5.58$0.58
2020Detailed filing. Detailed filing data is available for this year.$25.7$25.7$6.01$24.8$18.8
2019Detailed filing. Detailed filing data is available for this year.$44.5$44.5$26.5$3.59$22.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$21.5$2.83$2.43$0.40
2017Detailed filing. Detailed filing data is available for this year.$21.1$21.1$11.0$6.36$4.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$16.5$3.64$9.59$5.95
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$22.4$17.6$10.3$7.31
2013Detailed filing. Detailed filing data is available for this year.$18.1$18.1$2.41$1.02$1.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$51
Mission and Program Overview

Mission

The purpose of family management matters is to strengthen families by providing guidance and tools for educational, financial, wellness and personal development and growth of individual members as well as the family unit.

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF FAMILY MANAGEMENT MATTERS IS TO STRENGTHEN FAMILIES BY PROVIDING GUIDANCE AND TOOLS FOR EDUCATIONAL, FINANCIAL, WELLNESS AND PERSONAL DEVELOPMENT AND GROWTH OF INDIVIDUAL MEMBERS AS WELL AS THE FAMILY UNIT.-$1,442
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUBINA CHAUDHARYPresidentPT$0--
ANNE TAHIMCFO/Treasurer-$0--
MILIAMA MOEONESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Family Management Matters
EIN
26-0455933
Phone
7142138650
Address
901 W CIVIC CENTER DRIVE SUITE 160, SANTA ANA, CA 92703

Signing Officer

Name
Miliama Moeone
Title
Secretary
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Tahim and Associates Apc
Address
901 W CIVIC CENTER DRIVE SUITE 160, SANTA ANA, CA 92703
Preparer
Anne Tahim
Phone
7147724744
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Web development/hosting $612”

Other Expenses.2

“FINANCE CHARGE $39”

Other Expenses.3

“FILING FEES $25”

Other Expenses.4

“INTEREST EXPENSE $19”

Total Liabilities.1

“CREDIT CARD PAYABLE - Beginning $0 CREDIT CARD PAYABLE - Ending $1435”

Raw XML Appendix135 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNE TAHIM
IRS990EZ/BooksInCareOfDetail/PhoneNum07147724744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 W CIVIC CENTER DRIVE SUITE 160
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092703
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018749
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019248
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3477
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02833
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018749
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019248
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt051
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt051
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018749
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017813
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018749
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017813
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUBINA CHAUDHARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE TAHIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MILIAMA MOEONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02541
IRS990EZ/OtherExpensesTotalAmt0695
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF FAMILY MANAGEMENT MATTERS IS TO STRENGTHEN FAMILIES BY PROVIDING GUIDANCE AND TOOLS FOR EDUCATIONAL, FINANCIAL, WELLNESS AND PERSONAL DEVELOPMENT AND GROWTH OF INDIVIDUAL MEMBERS AS WELL AS THE FAMILY UNIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF FAMILY MANAGEMENT MATTERS IS TO STRENGTHEN FAMILIES BY PROVIDING GUIDANCE AND TOOLS FOR EDUCATIONAL, FINANCIAL, WELLNESS AND PERSONAL DEVELOPMENT AND GROWTH OF INDIVIDUAL MEMBERS AS WELL AS THE FAMILY UNIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01442
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01435
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03528
IRS990EZ/TotalProgramServiceExpensesAmt01442
IRS990EZ/TotalRevenueAmt051
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FAMILYMM.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015585
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt015585
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015585
IRS990ScheduleA/TotalSupportAmt015585
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEB DEVELOPMENT/HOSTING $612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCE CHARGE $39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTEREST EXPENSE $19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD PAYABLE - Beginning $0 CREDIT CARD PAYABLE - Ending $1435
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MILIAMA MOEONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAMILY MANAGEMENT MATTERS
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0260455933
ReturnHeader/Filer/PhoneNum07142138650
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 W CIVIC CENTER DRIVE SUITE 160
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330681319
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAHIM AND ASSOCIATES APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 W CIVIC CENTER DRIVE SUITE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092703
ReturnHeader/PreparerPersonGrp/PhoneNum07147724744
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anne Tahim
ReturnHeader/ReturnTs02025-11-17T14:29:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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