Financial And Estate Planning Council Of Detroit Inc
- Assets
- $115.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Livonia, MI
- Founding
- 09/1991
- Data as of
- 12/2023
- EIN
- 38-2873384
Organization Overview
Financial And Estate Planning Council Of Detroit Inc is located in Livonia, MI. The organization was established in 1991. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Financial And Estate Planning Council Of Detroit Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2023, Financial And Estate Planning Council Of Detroit Inc generated $113.3k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $127.6k during the year ending 12/2023. While expenses have increased by 3.1% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
EDUCATIONAL SPEECHES AND DINNER MEETINGS WHICH PROVIDE USEFUL INFORMATION TO MEMBERS ON TOPICS RELEVANT TO THE FINANCIAL AND ESTATE PLANNING PROFESSIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bruce M Stone President | 1 | $0 | |
Jim Smallegan Vice President | 1 | $0 | |
Gregory C Hamilton Secretary/treasurer | 1 | $0 | |
Jeffrey R Hoenle Immediate Past President | 1 | $0 | |
Margaret P Amsden Director | 1 | $0 | |
Glenn Barnes Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $66,575 |
| Membership dues | $37,940 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $8,834 |
| Other Revenue | $0 |
| Total Revenue | $113,349 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $53,843 |
| Professional fees and other payments to independent contractors | $904 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $8,027 |
| Other expenses | $64,087 |
| Total expenses | $127,586 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $111,646 |
| Other assets | $0 |
| Total assets | $115,136 |
| Total liabilities | $36,810 |
| Net assets or fund balances | $78,326 |