Civic Intelligence

Family Management Financial Solutions Inc

EIN 42-1390688 • 501(c)3 • Waterloo, IA

Profile

To provide credit and debt counseling to the general public.

2310 Falls Ave Suite 4Waterloo, IA 50701

www.familymanagementcc.com

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.88x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

2.74x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-43%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$89,100

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

9th percentile

-22%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$1,085,753

Down $311,075 (-22%) from 2023

Liabilities

Down

$954,788

Down $160,225 (-14%) from 2023

Net Assets

Down

$130,965

Down $150,850 (-54%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin7th percentile

Revenue

Down

$348,480

Down $184,836 (-35%) from 2023

Expenses

Up

$499,330

Up $440 (+0.1%) from 2023

Net Income

Down

-$150,850

Down $185,276 (-538%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $818,629Liabilities 2010: $525,514Net Assets 2010: $293,1152010Assets 2011: $648,801Liabilities 2011: $474,161Net Assets 2011: $174,6402011Assets 2012: $688,242Liabilities 2012: $493,470Net Assets 2012: $194,7722012Assets 2013: $621,985Liabilities 2013: $416,738Net Assets 2013: $205,2472013Assets 2014: $722,858Liabilities 2014: $499,724Net Assets 2014: $223,1342014Assets 2015: $1,038,174Liabilities 2015: $771,781Net Assets 2015: $266,3932015Assets 2016: $1,045,770Liabilities 2016: $771,720Net Assets 2016: $274,0502016Assets 2017: $1,006,056Liabilities 2017: $762,892Net Assets 2017: $243,1642017Assets 2018: $973,040Liabilities 2018: $797,472Net Assets 2018: $175,5682018Assets 2019: $885,260Liabilities 2019: $742,923Net Assets 2019: $142,3372019Assets 2023: $1,396,828Liabilities 2023: $1,115,013Net Assets 2023: $281,8152023Assets 2024: $1,085,753Liabilities 2024: $954,788Net Assets 2024: $130,9652024

Highlighted filing

2024

Assets$1,085,753
Liabilities$954,788
Net Assets$130,965
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $723,7182010Expenses 2011: $511,7172011Expenses 2012: $467,9522012Revenue 2013: $473,619Expenses 2013: $463,144Net Income 2013: $10,4752013Revenue 2014: $410,345Expenses 2014: $392,458Net Income 2014: $17,8872014Revenue 2015: $415,077Expenses 2015: $371,818Net Income 2015: $43,2592015Revenue 2016: $341,175Expenses 2016: $333,518Net Income 2016: $7,6572016Revenue 2017: $299,945Expenses 2017: $330,831Net Income 2017: -$30,8862017Revenue 2018: $230,420Expenses 2018: $298,016Net Income 2018: -$67,5962018Revenue 2019: $242,168Expenses 2019: $275,399Net Income 2019: -$33,2312019Revenue 2023: $533,316Expenses 2023: $498,890Net Income 2023: $34,4262023Revenue 2024: $348,480Expenses 2024: $499,330Net Income 2024: -$150,8502024

Highlighted filing

2024

Revenue$348,480
Expenses$499,330
Net Income-$150,850
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,085,753
Liabilities
$954,788
Net assets
$130,965
Revenue
$348,480
Expenses
$499,330
Net income
-$150,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.95$0.13$0.35$0.50$0.15
2023Summary only. Only limited summary data is available for this year.$1.40$1.12$0.28$0.53$0.50$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.74$0.14$0.24$0.28$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.80$0.18$0.23$0.30$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.76$0.24$0.30$0.33$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.77$0.27$0.34$0.33$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.77$0.27$0.42$0.37$0.04
2014Summary only. Only limited summary data is available for this year.$0.72$0.50$0.22$0.41$0.39$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.42$0.21$0.47$0.46$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.49$0.19$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.47$0.17$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.53$0.29$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.0
Gross Receipts
$360,536
Mission and Program Overview

Mission

To strengthen our communities by providing tools and resources for achieving personal financial stability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,349,138$921,361▼ $427,777
Savings and Temporary Cash Investments$146$110,237▲ $110,091
Land, Buildings, and Equipment, Net$47,230$44,139▼ $3,091
Total Assets$1,396,828$1,085,753▼ $311,075
Other Assets Total$314$10,016▲ $9,702
Liabilities
Escrow Account Liability$1,112,463$948,982▼ $163,481
Other Liabilities-$4,516-
Accounts Payable and Accrued Expenses$2,550$1,290▼ $1,260
Total Liabilities$1,115,013$954,788▼ $160,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$281,815$130,965▼ $150,850
Total Net Assets Fund Balance$281,815$130,965▼ $150,850
Total Liabilities and Net Assets / Fund Balance$1,396,828$1,085,753▼ $311,075

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$34,915$26,700$61,615
Other Land Buildings$5,163$37,678$42,841
Leasehold Improvements$4,061$2,021$6,082
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katy HackettExecutive DiFT$89,100$89,100

Board Members and Trustees

NameTitle
Tammy GreenPresident
Emily KerrDirector
Terese EvansSecretary
Lauren PrughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$292,950
Program Service Revenue
$62,957
Investment Income
$661
Other Revenue
$-8,088
Change in Net Assets
$-150,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,550
Salaries, Compensation, and Employee Benefits$202,115
Other Expenses$75,665
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$221,550--$221,550
Other Salaries and Wages$98,652--$98,652
Current Officers, Directors, Trustees, and Key Employees$62,370$26,730-$89,100
Occupancy$28,755--$28,755
Office Expenses$14,608--$14,608
Payroll Taxes$12,318$2,045-$14,363
Insurance$6,392--$6,392
Other Expenses$3,689$3,275-$3,275
All Other Expenses$2,654--$2,654
Advertising$2,551--$2,551
Fees for Services Other$1,838--$1,838
Depreciation Depletion$271--$271
Travel$249--$249
Conferences and Meetings-$90-$90
Total Functional Expenses$467,190$32,140$0$499,330
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Horizons a Family Service AllianceCedar Rapids, IA501c3Housing Counseling$135,100
Center for SiouxlandSioux City, IA501c3Credit Counseling$86,450
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Almond Mortgage Payment$4,516
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board of directors reviews the form 990 prior to it being filed.”

Form 990, Page 6, Part VI, Line 12C

“The board is required annually to disclose any conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews and approves the executive director's wage.”

Form 990, Page 6, Part VI, Line 15B

“Compensation of officers and key employees are reviewed and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“The governing bylaws, articles of incorporation and financial statements are available upon request from the executive director.”

Filing and Contact Details

Filer

Filer Name
Family Management Financial
EIN
42-1390688
Phone
3192346695
Address
2310 FALLS AVE SUITE 4, WATERLOO, IA 50701

Signing Officer

Name
Katy Hackett
Title
Executive Director
Phone
3192346695
Signed
2025-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katy Hackett
Formed
1992
Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
4
Employees
6

Preparer

Firm
Hogan - Hansen Pc
Address
3128 BROCKWAY ROAD, WATERLOO, IA 50701-5103
Preparer
Steven K Duggan CPA
Phone
3192335225
Supplemental Narrative

Additional Explanations

Form 990, Part XII

“The board of directors assumes the responsibility for the oversight of the audit.”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Family management financial solutions, inc. Provides a service to their social security clients and budget clients by maintaining the clients' funds in family management's bank accounts. Family management then writes checks on behalf of the clients for their numerous expenses.”

Raw XML AppendixShowing 400 of 431 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.

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04516
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ALMOND MORTGAGE PAYMENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FAMILY MANAGEMENT FINANCIAL SOLUTIONS, INC. PROVIDES A SERVICE TO THEIR SOCIAL SECURITY CLIENTS AND BUDGET CLIENTS BY MAINTAINING THE CLIENTS' FUNDS IN FAMILY MANAGEMENT'S BANK ACCOUNTS. FAMILY MANAGEMENT THEN WRITES CHECKS ON BEHALF OF THE CLIENTS FOR THEIR NUMEROUS EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleD/TotalLiabilityAmt04516
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CREDIT COUNSELING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HOUSING COUNSELING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR SIOUXLAND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HORIZONS A FAMILY SERVICE ALLIANCE
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0SIOUX CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CEDAR RAPIDS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S WAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING BYLAWS, ARTICLES OF INCORPORATION AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII
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