Family Management Financial Solutions Inc
To strengthen our communities by providing tools and resources for achieving personal stability.
Family Management Financial Solutions Inc at a glance
In short: Family Management Financial Solutions Inc gave $175K across 2 grants in 2025 (avg $88K), mostly in Iowa. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $175,150
- -20.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $87,575
- -20.9% vs 2024
- Median grant
- $87,575
- Total assets
- $1,134,536
- +4.5% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
Who Family Management Financial Solutions Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Horizon a Family Service Alliance ($89K). Together the top 2 received $175K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 6 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $175K (2025) to $222K (2024). In 2025 it made 2 grants totaling $175K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Horizon a Family Service Alliance Cedar Rapids, IA | Housing Counseling | $88,750 |
| Center for Siouxland Sioux City, IA | Credit Counseling | $86,400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,134,536 | $484,190 | $435,407 | $175,150 | 2 | $1,443 |
| 2024 | $1,085,753 | $348,480 | $499,330 | $221,550 | 2 | $661 |
| 2023 | $1,396,828 | $524,021 | $498,890 | $186,850 | 2 | $1,661 |
About Family Management Financial Solutions Inc
Based on IRS filings
Family Management Financial Solutions Inc is a public charity focused on Human Services, based in Waterloo, IA. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 2 grants totaling $175K. Net investment income was $1K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Family Management Financial Solutions Inc is led by Katy Waler, Executive Director on the 2025 filing; 1 of 5 officers listed in 2025 is compensated.
Officers on the 2025 filing
Katy Waler
Executive Director
New on the 2025 filing
50 hrs/week
$94K (2025)
Tammy Green
President
Secretary → President, 2024
On filings since 2023
No compensation reported
Emily Kerr
Director
On filings since 2023
5 hrs/week
No compensation reported
Lauren Prugh
Treasurer
On filings since 2023
5 hrs/week
No compensation reported
Terese Evans
Secretary
Director → Secretary, 2024
On filings since 2023
5 hrs/week
No compensation reported
Former officers (2)
- Former: Katy Hackett (2023–2024) — Executive Di
- Former: John Gianola (2023) — President
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $94K, to Katy Waler (Executive Director).
Frequently asked questions about Family Management Financial Solutions Inc
How much does Family Management Financial Solutions Inc give each year?
Family Management Financial Solutions Inc gave $175K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $222K across 2 grants.
How large is Family Management Financial Solutions Inc?
Family Management Financial Solutions Inc reported $1.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $484K.
What is Family Management Financial Solutions Inc?
Family Management Financial Solutions Inc is a public charity focused on Human Services, based in Waterloo, IA. It holds $1.1M in total assets as of 2025.
Where does Family Management Financial Solutions Inc operate?
Family Management Financial Solutions Inc has awarded grants in Iowa.
What is Family Management Financial Solutions Inc's EIN?
Family Management Financial Solutions Inc's EIN (Employer Identification Number) is 42-1390688. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS August 6, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 11, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 12, 2026)
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