2024-11-06T02:53:18-00:00 2024-06-30 273488128 Bennett & Associates CPAs PLLC 100 Huronview Blvd Ann Arbor MI 48103 990EZ 2023-07-01 383022451 Planned Giving Roundtable of SE MI PLAN 8103752180 PO Box 531304 Livonia MI 48152 Jennifer Richard Treasurer 8103752180 2024-11-06 true true James H Bennett CPA P00447547 7346228015 2024-11-06 2023 2024-10-15 13:58:12Z X X www.plannedgivingroundtable.org X X 46718 X 13750 13425 19115 2 426 46718 27542 950 161 28219 56872 -10154 54745 44591 54745 44591 54745 44591 54745 44591 X To provide education pertaining to fundraising and charitable issues to persons involved in the nonprofit sector. Conducted educational programs for leaders of, and advisors to, nonprofit organizations so that they are able to better assist the nonprofit sector in Michigan. 32271 Raised public awareness, using a digital marketing campaign, on the importance of leaving a gift to charity in your will or estate plan. See Schedule O for further details. 13227 45498 John P Landis Director 001.00 0 Jonathan D Lowe Treasurer 001.00 0 Lori B Angel Executive Director until December 2023 025.00 27240 William Winkler Director 001.00 0 Stephen D Moore President 001.00 0 Rick Kress Past President 001.00 0 Kathleen Wentzel Vice President 001.00 0 Dennis J Howie Secretary 001.00 0 Paula Rodriguez Director 001.00 0 Paul Miller Director 001.00 0 L Paul Hood Jr Director 001.00 0 Ryan Bladzik Director 001.00 0 Sally Baker Director 001.00 0 Lori Brauer Executive Director 025.00 3668 false false false false false false 0 0 0 false false MI Lori Brauer 19011 Norwich Rd Livonia MI 48152 8103752180 false false false false false false false false false false false NONE NONE true X 26425 13100 18900 16000 13750 88175 26425 13100 18900 16000 13750 88175 11223 76952 7 6 2 2 2 19 970 665 2959 1216 426 6236 94430 153440 0.81490 0.81800 X Part II Section B Line 10 Other related revenue RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990-EZ, Part I, Line 8, Other Revenue Miscellaneous revenue 426 Form 990-EZ, Part I, Line 16, Other Expenses Travel 363 Form 990-EZ, Part I, Line 16, Other Expenses Conferences, conventions, and meetings 14,728 Form 990-EZ, Part I, Line 16, Other Expenses Supplies 408 Form 990-EZ, Part I, Line 16, Other Expenses Telephone 1,107 Form 990-EZ, Part I, Line 16, Other Expenses Business licenses and dues 590 Form 990-EZ, Part I, Line 16, Other Expenses Business meeting speaker expenses 4,201 Form 990-EZ, Part I, Line 16, Other Expenses Credit card fees 608 Form 990-EZ, Part I, Line 16, Other Expenses Internet 480 Form 990-EZ, Part I, Line 16, Other Expenses Insurance 1,178 Form 990-EZ, Part I, Line 16, Other Expenses Miscellaneous 225 Form 990-EZ, Part I, Line 16, Other Expenses Website 1,980 Form 990-EZ, Part I, Line 16, Other Expenses Advertising 900 Form 990-EZ, Part I, Line 16, Other Expenses Subscriptions 1,451 Form 990-EZ, Part III, Line 29 Program Service Accomplishment, continued Organizations and individuals in Southeast Michigan contributed funds and services. The Speakers Bureau offered free presentations to area nonprofits and civic groups on legacy giving.