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Public nonprofit record

FUTUREPLAN FINANCIAL

EIN 88-2996187 · Financial Counseling (P51)

What they do

In 2025, 31 Moderate Income Households Participated In FuturePlan Financials Money Mentorship Program, Receiving Up to 6 Months of 4-hours-a-month of Personalized Coaching, Financial Planning, and Investment Advice Provided By A Trained Fiduciary.

Money

Financial picture

Tax year 2025
Revenue$42,540
Expenses$34,528
Assets$24,735
Income$42,540
Contributions$36,500

About this charity

Recognized since
January 2023
Location
2130 Cedarwood Drive, Melbourne, FL 32935
County
Brevard
In care of
Michael Carey
Primary officer
Michael Carey, Executive Director

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990EZ
NTEE classification
Financial Counseling (P51)
IRS tax category
Financial Counseling
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
03
Affiliation
3
Classification
1000
Deductibility
1
Foundation
15
Organization
1

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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