Nonprofit · EIN 38-2170556
WESTERN MICHIGAN ESTATE PLANNING COUNCIL
Tax-exempt · GRAND RAPIDS, MI 49516
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $23,877 | $15,665 | $8,212 | $17,885 | $0 | $17,885 |
| December 31, 2023 | 990-EZ | $6,975 | $8,892 | -$1,917 | $9,673 | $0 | $9,673 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $23,877
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,733
- Other expenses
- $10,932
Balance sheet and other
- Total assets, start of year
- $9,673
- Total assets, end of year
- $17,885
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,885
- Cash, savings and investments
- $17,885
- Gross receipts
- $23,877
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINE NISPER | PRESIDENT | 5 | $0 |
| KELLY DERIDDER | VICE PRESIDENT | 5 | $0 |
| GREG HARDY | SECRETARY | 5 | $0 |
| JESSICA WILTJER | TREASURER | 5 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN LONG | PRESIDENT | 5 | $0 |
| KRISTINE NISPER | VICE PRESIDENT | 5 | $0 |
| KELLY DERIDDER | SECRETARY | 5 | $0 |
| HEIDI ROZEMA | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 68006, GRAND RAPIDS, MI 49516-8006
- In care of
- % PHILIP KOWATCH
- Mailing address (990-N for 2022)
- PO Box 68006, Grand Rapids MI 49516
- Principal officer (990-N for 2022)
- Heidi Rozema, 2325 Belmont Ctr Dr NE Ste A, Belmont MI 49306
- Signed the 990-EZ
- JESSICA WILTJER, TREASURER
- Phone
- (703) 725-7487
Mission
ESTATE PLANNING EDUCATION
Program accomplishments
- TO PROMOTE COOPERATIVE EFFORTS IN THE FIELD OF ESTATE PLANNING AMONG THE PROFESSIONSAND BUSINESSES REPRESENTED BY ITS MEMBERS.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 38-2170556
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $17,885
- Income (IRS master file)
- $23,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $23,877 | $15,665 | $17,885 | XML |
| 990-EZ | December 2023 | $6,975 | $8,892 | $9,673 | XML |
| 990-N for 2022 Officer: Heidi Rozema | April 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Brenda Pavlak | April 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: BRENDA K PAVLAK | April 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2170556).
Questions about WESTERN MICHIGAN ESTATE PLANNING COUNCIL
- What is the EIN of WESTERN MICHIGAN ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of WESTERN MICHIGAN ESTATE PLANNING COUNCIL is 38-2170556.
- Is WESTERN MICHIGAN ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1977.
- Are donations to WESTERN MICHIGAN ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN MICHIGAN ESTATE PLANNING COUNCIL file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WESTERN MICHIGAN ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN MICHIGAN ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of WESTERN MICHIGAN ESTATE PLANNING COUNCIL?
- The 990-N for 2022 names Heidi Rozema.
- Who are the officers and directors of WESTERN MICHIGAN ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does WESTERN MICHIGAN ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $23,877, expenses of $15,665 and total assets of $17,885 at year end.
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