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EIN 88-2996187

Futureplan Financial

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Melbourne
State
Florida
Year formed
2023
Most recent tax filings
2024-06-01
NTEE code, primary
P50: Personal Social Services
Description
Futureplan Financial aims to provide personalized financial education, budget coaching, and investment advice to low-moderate income households. The organization recently launched no-cost money management workshops, enabling individuals from 20 households to gain valuable financial knowledge. In its inaugural year, Futureplan Financial served 12 moderate income households with four hours a month of in-depth personalized coaching, financial planning, and investment advice delivered by trained financial fiduciaries.
Total revenues
$23,665
2024
Total expenses
$17,151
2024
Total assets
$9,547
2024
Num. employees
n/a

Personnel at Futureplan Financial

NameTitleCompensation
Michael CareyExecutive Director$10,334

Financials for Futureplan Financial

RevenuesFYE 06/2024
Total grants, contributions, etc.$21,225
Program services$2,440
Membership dues$0
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$23,665

Form 990s for Futureplan Financial

Fiscal year endingDate received by IRSFormPDF link
2024-062024-08-05990EZView PDF

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Data update history
No data updates available
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
Human services
Characteristics
Tax deductible donationsNo full-time employeesAccepts online donations
General information
Address
2130 Cedarwood Dr
Melbourne, FL 32935
Metro area
Palm Bay-Melbourne-Titusville, FL
County
Brevard County, FL
Website URL
futureplanfinancial.com/ 
Phone
(321) 345-3778
IRS details
EIN
88-2996187
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2023
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
522120: Savings Institutions
Parent/child status
Independent
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