Family Management Financial
Family Management Financial's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $89,100 for Katy Hackett, Executive Di (FY 2024). Column F can include amounts from the filing and related organizations.
After indexing supported filing years to 2025 comparison dollars, the subject figure is $91,444. It is higher than the D + F figure for 21 of 35 peer organizations selected under the disclosed tier Same NTEE sector (P51), nationwide + size band 0.67–1.5× revenue (approximately 60%; median $68,537). This is descriptive, not a reasonableness conclusion.
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Review the selected comparables for Family Management Financial, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.
Review the peer setSelected peer organizations
Actual selection tier: Same NTEE sector (P51), nationwide + size band 0.67–1.5× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.
| Organization | State | Revenue | D + F (2025 dollars) |
|---|---|---|---|
| Credit Counseling Center | PA | $346,441 | $78,810 |
| Consumer Financial Education | AL | $337,500 | $3,707 |
| Your Best Life Inc | WI | $335,602 | $155,923 |
| Betterfi | TN | $368,454 | $53,929 |
| Project Green | MI | $323,918 | $93,809 |
| Capital Institute | CT | $388,323 | $3,256 |
| Association Of Independent Consumer | FL | $389,613 | $106,188 |
| 1 Wiser Consumer Education Center Inc | TX | $306,880 | $27,840 |
View the organization record and available filings on ProPublica