Civic Intelligence

Planned Giving Roundtable of Se MI

EIN 38-3022451 • 501(c)3 • Livonia, MI

Profile

To provide education pertaining to fundraising and charitable issues to persons involved in the nonprofit sector.

PO Box 531304Livonia, MI 48152

www.plannedgivingroundtable.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

31st percentile

-9.9%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$22,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 48.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

40th percentile

-10.0%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-3.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,148

Down $4,443 (-10.0%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$40,148

Down $4,443 (-10.0%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$45,097

Down $1,621 (-3.5%) from 2024

Expenses

Down

$49,540

Down $7,332 (-13%) from 2024

Net Income

Up

-$4,443

Up $5,711 (+56%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $62,196Net Assets 2011: $62,1962011Assets 2012: $54,671Net Assets 2012: $54,6712012Assets 2013: $53,052Liabilities 2013: $0Net Assets 2013: $53,0522013Assets 2014: $49,304Liabilities 2014: $0Net Assets 2014: $49,3042014Assets 2015: $47,552Liabilities 2015: $0Net Assets 2015: $47,5522015Assets 2016: $50,557Liabilities 2016: $0Net Assets 2016: $50,5572016Assets 2017: $62,658Liabilities 2017: $0Net Assets 2017: $62,6582017Assets 2018: $69,977Liabilities 2018: $0Net Assets 2018: $69,9772018Assets 2019: $68,260Liabilities 2019: $0Net Assets 2019: $68,2602019Assets 2020: $53,101Liabilities 2020: $0Net Assets 2020: $53,1012020Assets 2021: $59,038Liabilities 2021: $0Net Assets 2021: $59,0382021Assets 2022: $58,363Net Assets 2022: $58,3632022Assets 2023: $54,745Liabilities 2023: $0Net Assets 2023: $54,7452023Assets 2024: $44,591Liabilities 2024: $0Net Assets 2024: $44,5912024Assets 2025: $40,148Net Assets 2025: $40,1482025

Highlighted filing

2025

Assets$40,148
Liabilities-
Net Assets$40,148
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $62,074Expenses 2011: $54,868Net Income 2011: $7,2062011Revenue 2012: $57,545Expenses 2012: $65,070Net Income 2012: -$7,5252012Revenue 2013: $61,169Expenses 2013: $62,788Net Income 2013: -$1,6192013Revenue 2014: $66,542Expenses 2014: $70,290Net Income 2014: -$3,7482014Revenue 2015: $62,851Expenses 2015: $64,603Net Income 2015: -$1,7522015Revenue 2016: $62,914Expenses 2016: $59,909Net Income 2016: $3,0052016Revenue 2017: $75,206Expenses 2017: $63,105Net Income 2017: $12,1012017Revenue 2018: $70,708Expenses 2018: $63,389Net Income 2018: $7,3192018Revenue 2019: $65,194Expenses 2019: $66,911Net Income 2019: -$1,7172019Revenue 2020: $46,095Expenses 2020: $61,254Net Income 2020: -$15,1592020Revenue 2021: $44,230Expenses 2021: $38,293Net Income 2021: $5,9372021Revenue 2022: $56,938Expenses 2022: $57,613Net Income 2022: -$6752022Revenue 2023: $53,889Expenses 2023: $57,507Net Income 2023: -$3,6182023Revenue 2024: $46,718Expenses 2024: $56,872Net Income 2024: -$10,1542024Revenue 2025: $45,097Expenses 2025: $49,540Net Income 2025: -$4,4432025

Highlighted filing

2025

Revenue$45,097
Expenses$49,540
Net Income-$4,443
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,148
Liabilities
-
Net assets
$40,148
Revenue
$45,097
Expenses
$49,540
Net income
-$4,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.1$40.1$45.1$49.5$4.44
2024Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$46.7$56.9$10.2
2023Detailed filing. Detailed filing data is available for this year.$54.7$0.00$54.7$53.9$57.5$3.62
2022Detailed filing. Detailed filing data is available for this year.$58.4$58.4$56.9$57.6$0.68
2021Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$44.2$38.3$5.94
2020Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$46.1$61.3$15.2
2019Detailed filing. Detailed filing data is available for this year.$68.3$0.00$68.3$65.2$66.9$1.72
2018Detailed filing. Detailed filing data is available for this year.$70.0$0.00$70.0$70.7$63.4$7.32
2017Detailed filing. Detailed filing data is available for this year.$62.7$0.00$62.7$75.2$63.1$12.1
2016Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$62.9$59.9$3.01
2015Detailed filing. Detailed filing data is available for this year.$47.6$0.00$47.6$62.9$64.6$1.75
2014Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$66.5$70.3$3.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.1$0.00$53.1$61.2$62.8$1.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.7$54.7$57.5$65.1$7.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.2$62.2$62.1$54.9$7.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$45,097
Mission and Program Overview

Mission

To provide education pertaining to fundraising and charitable issues to persons involved in the nonprofit sector.

Program Services

DescriptionGrantsExpenses
Conducted educational programs for leaders of, and advisors to, nonprofit organizations so that they are able to better assist the nonprofit sector in Michigan.-$29,711
Raised public awareness on the importance of leaving a gift to charity in your will or estate plan. See Schedule O for further details.-$9,921
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori A BrauerExecutive DirectorPT$22,000-$22,000
John P LandisDirector-$0--
William WinklerDirector-$0--
Stephen D MoorePast President-$0--
Kathleen WentzelPresident-$0--
Dennis J HowieVice President-$0--
Paul MillerDirector-$0--
L Paul Hood JrDirector-$0--
Ryan BladzikSecretary-$0--
Sally BakerDirector-$0--
Jennifer RichardTreasurer-$0--
Heidi BoydDirector-$0--
Anne Morrison BradleyDirector-$0--
Kathleen CieslikDirector-$0--
Colette O'ConnorDirector-$0--
Filing and Contact Details

Filer

Filer Name
Planned Giving Roundtable of SE MI
EIN
38-3022451
Phone
8103752180
Address
PO Box 531304, Livonia, MI 48152

Signing Officer

Name
Jennifer Richard
Title
Treasurer
Phone
8103752180
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Bennett & Associates CPAs PLLC
Address
100 Huronview Blvd, Ann Arbor, MI 48103
Preparer
James H Bennett CPA
Phone
7346228015
Supplemental Narrative

Additional Explanations

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.”

Raw XML Appendix210 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone 518
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part III, Line 29
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James H Bennett CPA
ReturnHeader/ReturnTs02025-10-01T05:45:18-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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