Mission
Provide personalized financial education, budget coaching, and investment advice to low to moderate income households.
Small Public Charity
FUTUREPLAN FINANCIAL
FUTUREPLAN FINANCIAL is a Small Public Charity headquartered in Melbourne, FL. Financial data from the 2025 filing: $43K revenue, $35K expenses, $26K total assets. 2 publicly reported grants to this organization, totaling roughly $18K, appear in IRS filings.
EIN: 882996187
Melbourne, FL
Latest filing: 2025
Total Revenue$43K
Total Expenses$35K
Total Assets$26K
Grant Records2
Funding Total$18K
Filing Years2024–2025
Sample Grants Received
PUBLIC, SOCIETAL BENEFIT
$7,700
PUBLIC, SOCIETAL BENEFIT
$10,200
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
Director
Charles Demmings
Director
Jonathan Cronkhite
Executive Director, Secretary
Michael Carey
Director, Vice Chair
Pat Shankle
Director, Chairman
Tom Kirk
Director, Treasurer
Wally Schilling
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $43K | $35K | $26K |
| 2024 | $20K | $12K | $17K |
Between 2024 and 2025, reported annual revenue grew from $20K to $43K (+117%), with total assets most recently reported at $26K.
Interactive year-over-year charts and full filing details available with membership.