FAMILY MANAGEMENT FINANCIAL SOLUTIONS INC
WATERLOO,
Iowa,
50701
EIN: 42-1390688
Human Services - Multipurpose and Other
DEMOGRAPHIC
ADDRESS
359 ROCK ISLAND AVE
50701
COUNTY
black hawk county, IA
ORGANIZATIONAL OVERVIEW & RANKINGS
FAMILY MANAGEMENT FINANCIAL SOLUTIONS INC is a based in WATERLOO, IA, focused on Human Services - Multipurpose and Other causes , specifically Financial Counseling, Money Management. Established in May 2024, it operates as an independent corporation and contributions to this organization are tax-deductible .
With total assets of $1,396,828.00, this ranks 181,814 among 2,656,690 nonprofits nationally (Top 7%), demonstrating substantial financial capacity relative to its peers. At the state level, it stands at 2,207 out of 40,025 organizations in IA (Top 6%).
In black hawk county, IA, the organization ranks 92 out of 1,169 nonprofits by assets (Top 8%), while locally in waterloo, it stands at 72 among 582 organizations (Top 12%).
The organization reported annual revenue of $533,316.00, ranking 176,788 nationally (Top 7%) and 2,126 in IA (Top 6%).
Within its specific NTEE classification (P51 - P: Human Services - Multipurpose and Other), which includes 1,518 similar organizations, FAMILY MANAGEMENT FINANCIAL SOLUTIONS INC ranks 88 in assets (Top 6%) and 142 in revenue (Top 9%).
Note: This organization's tax-exempt status was temporarily revoked on May 15, 2023 and was reinstated on May 15, 2023 .
The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
Credit counseling an assistance
NTEE COMMON CODE
P: Human Services - Multipurpose and Other
NTEE CODE
P51: Financial Counseling, Money Management
FOUNDATION CODE
16: Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2)
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
Revoked: Monday, May 15, 2023;
Reinstated: Monday, May 15, 2023
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
5: $500,000 to $999,999
INCOME AMOUNT
$529,286.00
FORM 990 REVENUE AMOUNT
$533,316.00
RULING DATE
05/2024
ASSET CODE
6: $1,000,000 to $4,999,999
ASSET AMOUNT
$1,396,828.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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