2023-11-13T12:26:59-06:00 2022-12-31 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990 2022-01-01 874152153 FUTURE PLANS INC FUTU 2162025310 PO BOX 689 NEWBURY OH 44065 DENISE READING CEO 2162025310 2023-11-09 1 DENISE READING 999009999 0 SUSAN D KRANTZ P00233254 2168310733 2023-11-09 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DENISE READING PO BOX 689 NEWBURY OH 44065 5647187 0 X WWW.FUTUREPLANS.COM X 2021 OH TO FOSTER ROBUST ECONOMIC GROWTH WITHIN UNDERSERVED COMMUNITIES THROUGH A GRASSROOTS COLLABORATIVE APPROACH, ULTIMATELY LEADING TO THE DEVELOPMENT OF A HIGHLY SOUGHT-AFTER WORKFORCE. 2 2 18 0 0 0 2155155 3491855 2 175 5647187 0 0 1300561 0 61381 1212157 2512718 3134469 6665729 3531260 3134469 TO FOSTER ROBUST ECONOMIC GROWTH WITHIN UNDERSERVED COMMUNITIES THROUGH A GRASSROOTS COLLABORATIVE APPROACH, ULTIMATELY LEADING TO THE DEVELOPMENT OF A HIGHLY SOUGHT-AFTER WORKFORCE. 0 0 2005978 3491855 FUTURE PLANS PROVIDES A COMPREHENSIVE CAREER ASSESSMENT AND WRAP AROUNDS SERVICES FOR STUDENTS AND ADULTS EMPOWERING THEM TO DISCOVER THEIR STRENGTHS, TALENTS, AND INTERESTS LAYING THE GROUNDWORK FOR THEIR QUEST TOWARDS ACHIEVING FINANCIAL INDEPENDENCE THROUGH MEANINGFUL EMPLOYMENT AND THE PURSUIT OF A QUALITY LIFE. 2005978 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 OH X X JAMES KARASEK 2162025310 PO BOX 689 NEWBURY OH 44065 ALBERT RATNER EMERITIS 1.00 X 0 0 0 JOSHUA HOFFMAN DIRECTOR 1.00 X 0 0 0 RANDY MYEROFF CHAIR 1.00 X X 0 0 0 DENISE READING CEO 40.00 X 171317 0 0 171317 0 0 1 0 1 0 0 2155155 2155155 2155155 PROGRAM SERVICE REVENU 900099 3491855 3491855 3491855 2 2 MISCELLANEOUS 900099 175 175 175 5647187 3492030 0 2 171317 123949 41333 6035 1013370 733181 244489 35700 45463 38644 6819 70411 45767 21123 3521 138000 95680 38750 3570 5734 3493 2241 31961 24036 7573 352 424904 396773 28131 55 55 31297 24235 4320 2742 40871 40871 313932 313932 22201 17761 3709 731 PROFESSIONAL FEES 128728 89252 36146 3330 REIMBURSEMENTS 23647 18918 4729 0 GIFT CARDS 18314 16483 1831 0 STAFF DEVELOPMENT 17567 15810 1757 0 14946 7193 2353 5400 2512718 2005978 445359 61381 608435 25002 1329413 941795 313932 0 627863 4075016 0 6665729 225683 170050 0 3135527 0 0 0 3531260 X 3134469 0 3134469 0 6665729 3134469 0 X X 0 1 X 1 0 X 2155155 2155155 3491855 3491855 5647010 5647010 2155155 2155155 0 2155155 2155155 3491855 2 2 2 2 5647012 5647012 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 138000 0 0 138000 0 941795 313932 627863 627863 5647187 0 5647187 0 5647187 2512718 0 2512718 0 2512718 0 0 0 0 0 0 0 0 0 DENISE READING CEO 171317 0 0 0 0 0 0 0 0 0 171317 0 0 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR ASSET PURCHASE X 3135527 3135527 0 1 1 3135527 X CONTRIBUTION OF ASSETS, NET OF LIABILITIES 1 2155155 FAIR MARKET VALUE 0 0 0 SCHEDULE M, PART I, COLUMN (C): FUTURE PLANS, INC. WAS FORMERLY AN OPERATING COMPONENT OF A FOR-PROFIT COMPANY CALLED GETWORKERFIT PARTNERS, LLC DBA FUTUREPLANS.COM. ON DECEMBER 23, 2021, FUTURE PLANS, INC. WAS ESTABLISHED AS A SEPARATE DELAWARE NOT-FOR-PROFIT CORPORATION. NO OPERATING ACTIVITY OCCURRED IN 2021. ON JANUARY 1, 2022, PRINCIPAL OPERATIONS COMMENCED WITH AN ASSET PURCHASE AGREEMENT TRANSACTION THAT WAS ESSENTIALLY A CONTRIBUTION OF ASSETS, NET OF LIABILITIES, FROM GETWORKERFIT PARTNERS, LLC DBA FUTUREPLANS.COM TO FUTURE PLANS, INC. THE NET TRANSFER RESULTED IN A CONTRIBUTION OF VALUE OF $2,155,155. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE CURRENTLY NO OTHER COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE MADE AVAILABLE FOR REVIEW TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C FUTURE PLANS REQUIRES THE DIRECTORS AND OFFICERS TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION, WHICH ARE REVIEWED AND MAINTAINED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS COMPENSATION FOR THE CEO, OFFICERS AND KEY EMPLOYEES ANNUALLY. OUTSIDE SOURCES ARE USED FOR MARKET DATA FOR SIMILAR POSITIONS FOR COMPARISON PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.