2026-07-29T15:44:08-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 2000 TOWN CENTER SUITE 1800 SOUTHFIELD MI 48075 990EZ 2025-01-01 382873384 THE FINANCIAL AND ESTATE PLANNING COUNCIL OF METROPOLITAN DETROIT INC FINA 4197644387 7517 WIND RIVER DR SYLVANIA OH 43560 JIM SMALLEGAN PRESIDENT 4197644387 2026-07-14 1 MARGARET P AMSDEN P00125173 2482088860 2026-07-14 2025 2025-03-06 01:10:19Z X X METRODETROITFEPC.ORG X X 134660 X 75475 36180 2085 20920 18703 2217 115957 26400 0 1868 48464 76732 39225 65912 125 105262 X 99252 130007 375 13135 99627 143142 33715 37880 65912 105262 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 ABBEY RILEYENVISION MANAGEMENT ADMINISTRATOR 13.50 26400 0 0 JAMES SMALLEGAN IMMEDIATE PAST PRESIDENT 1.00 0 0 0 GREGORY C HAMILTON PRESIDENT 1.00 0 0 0 MARGARET P AMSDEN VICE PRESIDENT 1.00 0 0 0 DIANA MOAK SECRETARY/TREASURER 1.00 0 0 0 BLAKE ALLEN DIRECTOR 1.00 0 0 0 DANIEL DONOHUE DIRECTOR 1.00 0 0 0 HANNAH THOMS DIRECTOR 1.00 0 0 0 NAOKO MCKELVEY DIRECTOR 1.00 0 0 0 MOLLY RANSOM DIRECTOR 1.00 0 0 0 DAVID JOZEFIAK DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 ABBEY RILEY ADMINISTRATOR 7517 WIND RIVER DR SYLVANIA OH 43560 4197644387 0 0 0 0 0 0 0 GOLF OUTING 20920 20920 551 17200 952 20920 20920 551 17200 952 18703 2217 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 2,085. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BOARD MEETINGS. AMOUNT: 943. DESCRIPTION: NATIONAL DUES. AMOUNT: 2,095. DESCRIPTION: DIRECTOR INSURANCE. AMOUNT: 3,807. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 4,329. DESCRIPTION: QUICKBOOKS PAYMENTS FEES. AMOUNT: 102. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 2,770. DESCRIPTION: MEETING EXPENSE. AMOUNT: 34,418. TOTAL TO FORM 990-EZ, LINE 16: 48,464. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 125. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 375. END OF YEAR AMOUNT: 2,900. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,135. DESCRIPTION: UNDEPOSITED FUNDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 100. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ADVANCED SPONSORSHIP. BEG. OF YEAR AMOUNT: 17,600. END OF YEAR AMOUNT: 20,800. DESCRIPTION: ADVANCED DUES. BEG. OF YEAR AMOUNT: 16,115. END OF YEAR AMOUNT: 17,080. 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.