Charity Search / FUTURE PLANS INC
Philanthropy & Grantmaking (T99) 990 on File

FUTURE PLANS INC

EIN: 87-4152153 · NEWBURY, OH 44065-0689 · United States · FY 2024 Data
3 out of 5 51 / 100 Based on 2+ years of filings
Financial strength (30%) 84/100
Reliability (20%) 40/100
Effectiveness (25%) 71/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
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Financial Overview — FY 2024
$11.9M
Total Revenue
$6.1M
Total Expenses
$9.2M
Net Assets
61
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 67.6%
Fundraising Efficiency N/A
Operating Reserve 18.28x
Liability-to-Asset 31.9%
Revenue Diversification 66.2%
Executive Compensation $521K
Compared with Peers
FY 2024
Compared with 5,337 similar organizations (United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2024.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
67.6% 90.9%
P10P90
Bottom quarter
Admin expense ratio
Management and general / total expenses · lower is better
30.4% 8.3%
P10P90
Bottom quarter
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
2.0% 2.1%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
18.3 mo 80.9 mo
P10P90
Below median
Liabilities to assets
Total liabilities / total assets · lower is better
31.9% 0.0%
P10P90
Bottom quarter
Revenue concentration
Share of revenue from the largest source · lower is better
66.2% 89.7%
P10P90
Top quarter
Revenue growth
Year over year revenue growth
225.4% 21.6%
P10P90
Expense growth
Year over year expense growth
77.5% 9.6%
P10P90
Surplus margin
Surplus as a share of revenue
49.1% 2.5%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $11.9M $6.1M $9.2M 67.6% 61
2023 $3.7M $3.4M $3.4M 74.2% 27
2022 $5.6M $2.5M $3.1M 79.8% 18
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Organization Details
EIN
87-4152153
State
OH
City
NEWBURY
ZIP
44065-0689
Classification
T99
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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