Family Management Financial Solutions Inc is a charitable organization (also an educational organization) in Waterloo, Iowa. Its tax id (EIN) is 42-1390688. It was granted tax-exempt status by IRS in May, 2024. For detailed information such as income and other financial data of Family Management Financial Solutions Inc, refer to the following table.
| Organization Name | Family Management Financial Solutions Inc |
|---|---|
| Tax Id (EIN) | 42-1390688 |
| Address | 359 Rock Island Ave, Waterloo, IA 50701-5301 |
| All tax-exempt organizations in zip code 50701 | |
| Tax Period | Asset | Income | Revenue |
|---|---|---|---|
| December, 2013 | $621,985 | $480,038 | $473,619 |
| December, 2015 | $1,038,174 | $431,879 | $415,077 |
| December, 2016 | $1,045,770 | $355,394 | $341,175 |
| December, 2017 | $1,006,056 | $311,180 | $299,945 |
| December, 2018 | $973,040 | $243,180 | $230,420 |
| December, 2019 | $885,260 | $253,391 | $242,168 |
| December, 2023 | $1,396,828 | $534,551 | $533,316 |
| IRS Exempt Status Ruling Date | May, 2024 |
|---|---|
| Exempt Status | Unconditional Exemption |
| Deductibility | Contributions are deductible |
| Tax Exempt Classification | Human Services – Multipurpose and Other |
| Tax Exempt Activity | Financial Counseling, Money Management |
| NTEE Code | P51 |
| Organization's purposes, activities, & operations |
Credit counseling and assistance
(note: this activity classification has been replaced by the Tax Exempt Classification shown above since 1995.) |
| Foundation Type | 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) |
| Organization Type | Corporation |
| Organization Classification | Charitable Organization |
| Affiliation | Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). |
| Primary Return(s) Required to File | 990 (all other) or 990EZ return |
| Private Foundation Filing Requirement | No need to 990-PF return |
| Asset Range Reported on Form 990 | $1,000,000 to 4,999,999 |
| Income Range Reported on Form 990 | $500,000 to 999,999 |
| Accounting Period | 12 |