EIN 38-3022451

Planned Giving Roundtable of SE MI

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
Year formed
1992
Most recent tax filings
2024-06-01
Description
Planned Giving Roundtable of SE MI conducts educational programs to provide fundraising and charitable issue education to leaders and advisors involved in the nonprofit sector. These programs equip attendees with skills needed to better assist Michigan's nonprofit organizations.
Related structure
Planned Giving Roundtable of SE MI is child organization, under the parent exemption from National Association of Charitable Gift Planners.
Also known as...
National Association of Charitable Gift Planners; Southeast Michigan Planned Giving
Total revenues
$46,718
2024
Total expenses
$56,872
2024
Total assets
$44,591
2024
Num. employees
n/a

Personnel at Planned Giving Roundtable of SE MI

NameTitleCompensation
Lori B AngelExecutive Director$27,240
Jonathan D LoweTreasurer$0
Rob MacGregorPast President$0

Financials for Planned Giving Roundtable of SE MI

RevenuesFYE 06/2024
Total grants, contributions, etc.$32,865
Program services$13,425
Membership dues$19,115
Investment income and dividends$2
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$426
Total revenues$46,718

Form 990s for Planned Giving Roundtable of SE MI

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-06990EZView PDF
2023-062023-08-10990EZView PDF
2022-062022-11-02990EZView PDF
2021-062021-11-01990EZView PDF
2019-062019-11-22990EZView PDF
...and 10 more Form 990s
Data update history
September 28, 2023
Posted financials
Added Form 990EZ for fiscal year 2023
September 28, 2023
Updated personnel
Identified 5 new personnel
August 28, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 4, 2023
Updated personnel
Identified 2 new personnel
June 1, 2023
Updated personnel
Identified 13 new personnel
Nonprofit Types
Grantmaking organizationsSocial advocacy organizationsChapter / child organizationsCharities
Issues
Education
Characteristics
MembershipsPartially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
PO Box 531304
Livonia, MI 48152
Metro area
Detroit-Warren-Dearborn, MI
Website URL
plannedgivingroundtable.org/ 
Phone
(810) 375-2180
IRS details
EIN
38-3022451
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Child within group exemption
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