2024-08-05T14:27:59-07:00 2024-06-30 990EZ 2023-07-01 882996187 FUTUREPLAN FINANCIAL FUTU 3213453778 2130 Cedarwood Drive Melbourne FL 32935 Michael Carey Executive Director 3217955370 2024-07-05 1 2023 2024-08-08 14:25:15Z X X futureplanfinancial.com X X 23665 X 21225 2440 0 0 0 0 0 0 0 0 0 0 0 0 0 23665 0 0 10334 3945 0 587 2285 17151 6514 2603 0 9117 X 2887 9547 0 0 0 0 2887 9547 284 430 2603 9117 Provide personalized financial education, budget coaching, and investment advice to low-moderate income households. In its first year of operation, 12 moderate income households received 4 hours a month (for up to 6 months) of in-depth personalized coaching, financial planning, and investment advice provided by a trained financial fiduciary. 0 12438 Towards the end of the fiscal year, FuturePlan Financial began to offer money management workshops to the public at no cost. So far, persons from 20 households have received financial education through participation in these workshops. 0 880 13318 Clint Braswell Director 1 0 0 0 Michael Carey Executive Director, Secretary 25 10334 0 0 Jonathan Cronkhite Director 1 0 0 0 Jan Dearman Director 0.5 0 0 0 Tom Kirk Director, Chairman 3 0 0 0 John Krehbiel Director 1 0 0 0 Pat Shankle Director, Vice Chair 0.5 0 0 0 Wally Schilling Director, Treasurer 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FL Wally Schilling 2948 Wyndham Way Melbourne FL 32935 3212559238 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 7500 21225 28725 0 0 0 0 0 0 0 0 0 7500 21225 28725 28725 480 2440 2920 31645 0 X Schedule A, Part II, Line 10 The "Other Income" is from the monthly subscription fees paid by clients for financial education, budget coaching, and investment advice. These fees are a fraction of the total cost of the services rendered by FuturePlan Financial and are determined by level of households income on a sliding-scale basis. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990-EZ, Part I, Line 16 Description;Amount^Insurance;1805|Website;225|Meeting expenses;255^Total;2285^ Form 990-EZ, Part II, Line 26 FuturePlan Financial's only accounting liability on June 30, 2024 was the credit card balance.