Nonprofit · EIN 38-2873384
FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC
Tax-exempt · SYLVANIA, OH 43560
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $115,957 | $76,732 | $39,225 | $143,142 | $37,880 | $105,262 |
| December 31, 2024 | 990-EZ | $126,445 | $139,264 | -$12,819 | $99,627 | $33,715 | $65,912 |
| December 31, 2023 | 990-EZ | $113,349 | $127,586 | -$14,237 | $115,136 | $36,810 | $78,326 |
| December 31, 2021 | 990-EZ | $91,647 | $69,147 | $22,500 | $117,559 | $33,720 | $83,839 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $36,180
- Program service revenue
- $75,475
- Investment income
- $2,085
- Net income from fundraising events
- $2,217
Expenses
- Compensation of officers, directors and key employees
- $26,400
- Salaries, compensation and benefits (total)
- $26,400
- Printing, publications and postage
- $1,868
- Other expenses
- $48,464
Balance sheet and other
- Total assets, start of year
- $99,627
- Total assets, end of year
- $143,142
- Total liabilities, end of year
- $37,880
- Net assets, end of year
- $105,262
- Cash, savings and investments
- $130,007
- Gross receipts
- $134,660
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABBEY RILEYENVISION MANAGEMENT | ADMINISTRATOR | 13.5 | $26,400 |
| JAMES SMALLEGAN | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| GREGORY C HAMILTON | PRESIDENT | 1 | $0 |
| MARGARET P AMSDEN | VICE PRESIDENT | 1 | $0 |
| DIANA MOAK | SECRETARY/TREASURER | 1 | $0 |
| BLAKE ALLEN | DIRECTOR | 1 | $0 |
| DANIEL DONOHUE | DIRECTOR | 1 | $0 |
| HANNAH THOMS | DIRECTOR | 1 | $0 |
| NAOKO MCKELVEY | DIRECTOR | 1 | $0 |
| MOLLY RANSOM | DIRECTOR | 1 | $0 |
| DAVID JOZEFIAK | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRIS WOLFEASSOCIATION EXPERTISE LL | ADMINISTRATOR | 13.5 | $54,428 |
| JIM SMALLEGAN | PRESIDENT | 1 | $0 |
| GREGORY C HAMILTON | VICE PRESIDENT | 1 | $0 |
| MARGARET P AMSDEN | SECRETARY/TREASURER | 1 | $0 |
| BRUCE M STONE | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| DANIEL DONOHUE | DIRECTOR | 1 | $0 |
| ANDREW J MCCULLOCH | DIRECTOR | 1 | $0 |
| NAOKO MCKELVEY | DIRECTOR | 1 | $0 |
| DIANA MOAK | DIRECTOR | 1 | $0 |
| MOLLY RANSOM | DIRECTOR | 1 | $0 |
| HANNAH THOMS | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRIS WOLFEASSOCIATION EXPERTISE LL | ADMINISTRATOR | 13.5 | $53,843 |
| BRUCE M STONE | PRESIDENT | 1 | $0 |
| JIM SMALLEGAN | VICE PRESIDENT | 1 | $0 |
| GREGORY C HAMILTON | SECRETARY/TREASURER | 1 | $0 |
| JEFFREY R HOENLE | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| MARGARET P AMSDEN | DIRECTOR | 1 | $0 |
| GLENN BARNES | DIRECTOR | 1 | $0 |
| DANIEL DONOHUE | DIRECTOR | 1 | $0 |
| ANDREW J MCCULLOCH | DIRECTOR | 1 | $0 |
| DIANA MOAK | DIRECTOR | 1 | $0 |
| HANNAH THOMS | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2021: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRIS WOLFEASSOCIATION EXPERTISE LL | ADMINISTRATOR | 13.5 | $48,400 |
| MARGARET P AMSDEN | DIRECTOR | 0 | $0 |
| GLENN BARNES | DIRECTOR | 0 | $0 |
| ANGIE CHOUKOURIAN | DIRECTOR | 0 | $0 |
| GREGORY C HAMILTON | DIRECTOR | 0 | $0 |
| REBECCA M HERR | DIRECTOR | 0 | $0 |
| ANDREW J MCCULLOCH | DIRECTOR | 0 | $0 |
| JIM SMALLEGAN | DIRECTOR | 0 | $0 |
| SALLY A VAUGHN | PRESIDENT | 0 | $0 |
| JEFFREY R HOENLE | VICE PRESIDENT | 0 | $0 |
| BRUCE M STONE | SECRETARY/TREASURER | 0 | $0 |
| CRAIG A MATHIESEN | IMMEDIATE PAST PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7517 WIND RIVER DR, SYLVANIA, OH 43560-4319
- In care of
- % ROBERT B JOSLYN
- Signed the 990-EZ
- JIM SMALLEGAN, PRESIDENT
- Phone
- (419) 764-4387
- Website
- METRODETROITFEPC.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO PROVIDE EDUCATIONAL PROGRAMS FOR MEMBERS AND PROMOTE UNDERSTANDING OF FINANCIAL AND ESTATE PLANNING MATTERS AMONG THE GENERAL PUBLIC.
Program accomplishments
- EDUCATIONAL SPEECHES AND DINNER MEETINGS WHICH PROVIDE USEFUL INFORMATION TO MEMBERS ON TOPICS RELEVANT TO THE FINANCIAL AND ESTATE PLANNING PROFESSIONS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990-EZ 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
- 38-2873384
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $143,142
- Income (IRS master file)
- $134,660
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $115,957 | $76,732 | $143,142 | XML |
| 990-EZ | December 2024 | $126,445 | $139,264 | $99,627 | XML |
| 990-EZ | December 2023 | $113,349 | $127,586 | $115,136 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | $91,647 | $69,147 | $117,559 | XML |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
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 38-2873384).
Questions about FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC
- What is the EIN of FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC?
- The employer identification number (EIN) of FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC is 38-2873384.
- Is FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1991.
- Are donations to FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC?
- The 990-EZ for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $26,400 (ABBEY RILEYENVISION MANAGEMENT, ADMINISTRATOR).
- How much revenue does FINANCIAL AND ESTATE PLANNING COUNCIL OF DETROIT INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $115,957, expenses of $76,732 and total assets of $143,142 at year end.
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