2025-03-13T08:50:42-05:00 2024-12-31 390758449 WIPFLI LLP 2000 TOWN CENTER SUITE 1800 SOUTHFIELD MI 48075 990EZ 2024-01-01 382873384 THE FINANCIAL AND ESTATE PLANNING COUNCIL OF METROPOLITAN DETROIT INC FINA 4197644387 7517 WIND RIVER DR SYLVANIA OH 43560 JIM SMALLEGAN PRESIDENT 4197644387 2025-02-20 1 1 X MARGARET P AMSDEN P00125173 2482088860 2025-02-20 2024 2025-03-06 01:10:19Z X X X METRODETROITFEPC.ORG X X 138176 X 76010 39190 20278 11731 8547 2698 126445 613 54428 1455 8096 74672 139264 -12819 78326 405 65912 X 111646 99252 3490 375 115136 99627 36810 33715 78326 65912 X TO PROVIDE EDUCATIONAL PROGRAMS FOR MEMBERS AND PROMOTE UNDERSTANDING OF FINANCIAL AND ESTATE PLANNING MATTERS AMONG THE GENERAL PUBLIC. EDUCATIONAL SPEECHES AND DINNER MEETINGS WHICH PROVIDE USEFUL INFORMATION TO MEMBERS ON TOPICS RELEVANT TO THE FINANCIAL AND ESTATE PLANNING PROFESSIONS. 0 0 JIM SMALLEGAN PRESIDENT 1.00 0 0 0 GREGORY C HAMILTON VICE PRESIDENT 1.00 0 0 0 MARGARET P AMSDEN SECRETARY/TREASURER 1.00 0 0 0 BRUCE M STONE IMMEDIATE PAST PRESIDENT 1.00 0 0 0 DANIEL DONOHUE DIRECTOR 1.00 0 0 0 ANDREW J MCCULLOCH DIRECTOR 1.00 0 0 0 NAOKO MCKELVEY DIRECTOR 1.00 0 0 0 DIANA MOAK DIRECTOR 1.00 0 0 0 MOLLY RANSOM DIRECTOR 1.00 0 0 0 HANNAH THOMS DIRECTOR 1.00 0 0 0 KRIS WOLFEASSOCIATION EXPERTISE LL ADMINISTRATOR 13.50 54428 0 0 X 0 0 0 0 0 0 0 0 KRIS WOLFE ADMINISTRATOR 33006 W SEVEN MILE RD STE 237 LIVONIA MI 48152 3135309223 0 0 0 0 0 0 0 2024 GOLF OUTING 20278 20278 400 10710 621 20278 20278 400 10710 621 11731 8547 FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: INTEREST INCOME. AMOUNT: 2,698. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: HAVEN OF OAKLAND COUNTY. GRANTEE ADDRESS: 801 VANGUARD DRIVE PONTIAC, MI 48341. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 613. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETING EXPENSE. AMOUNT: 52,642. DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,410. DESCRIPTION: NATIONAL DUES. AMOUNT: 2,125. DESCRIPTION: DIRECTOR INSURANCE. AMOUNT: 2,457. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 3,484. DESCRIPTION: CONVENTION. AMOUNT: 5,356. DESCRIPTION: 2024 NEXT GEN. AMOUNT: 2,662. DESCRIPTION: RETIREMENT GIFT. AMOUNT: 4,536. TOTAL TO FORM 990-EZ, LINE 16: 74,672. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 405. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 3,490. END OF YEAR AMOUNT: 375. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ADVANCED SPONSORSHIP. BEG. OF YEAR AMOUNT: 20,000. END OF YEAR AMOUNT: 17,600. DESCRIPTION: ADVANCED DUES. BEG. OF YEAR AMOUNT: 15,850. END OF YEAR AMOUNT: 16,115. DESCRIPTION: ADVANCED EVENT FEES. BEG. OF YEAR AMOUNT: 960. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.