2025-10-01T05:45:18-00:00 2025-06-30 273488128 Bennett & Associates CPAs PLLC 100 Huronview Blvd Ann Arbor MI 48103 990EZ 2024-07-01 383022451 Planned Giving Roundtable of SE MI PLAN 8103752180 PO Box 531304 Livonia MI 48152 Jennifer Richard Treasurer 8103752180 2025-10-01 true true James H Bennett CPA P00447547 7346228015 2025-10-01 2024 2025-03-06 01:10:19Z X X www.plannedgivingroundtable.org X X 45097 X 10750 16626 16980 3 738 45097 22000 975 65 26500 49540 -4443 44591 40148 44591 40148 44591 40148 44591 40148 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. 29711 Raised public awareness on the importance of leaving a gift to charity in your will or estate plan. See Schedule O for further details. 9921 39632 John P Landis Director 001.00 0 William Winkler Director 001.00 0 Stephen D Moore Past President 001.00 0 Kathleen Wentzel President 001.00 0 Dennis J Howie Vice President 001.00 0 Paul Miller Director 001.00 0 L Paul Hood Jr Director 001.00 0 Ryan Bladzik Secretary 001.00 0 Sally Baker Director 001.00 0 Jennifer Richard Treasurer 001.00 0 Heidi Boyd Director 001.00 0 Anne Morrison Bradley Director 001.00 0 Kathleen Cieslik Director 001.00 0 Colette O'Connor Director 001.00 0 Lori A Brauer Executive Director 025.00 22000 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 13100 18900 16000 13750 10750 72500 13100 18900 16000 13750 10750 72500 6859 65641 6 2 2 2 3 15 665 2959 1216 426 738 6004 78519 168353 0.83600 0.81490 X Part II Section B Line 10 Other related revenue Form 990-EZ, Part I, Line 8, Other Revenue Miscellaneous revenue 738 Form 990-EZ, Part I, Line 16, Other Expenses Conferences, conventions, and meetings 18,178 Form 990-EZ, Part I, Line 16, Other Expenses Supplies 249 Form 990-EZ, Part I, Line 16, Other Expenses Telephone 518 Form 990-EZ, Part I, Line 16, Other Expenses Business licenses and dues 620 Form 990-EZ, Part I, Line 16, Other Expenses Business meeting speaker expenses 1,590 Form 990-EZ, Part I, Line 16, Other Expenses Credit card fees 684 Form 990-EZ, Part I, Line 16, Other Expenses Insurance 1,178 Form 990-EZ, Part I, Line 16, Other Expenses Website 1,980 Form 990-EZ, Part I, Line 16, Other Expenses Subscriptions 1,503 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.