Civic Intelligence

West Michigan Exit Planning Association

990EZ • Fiscal year 2023 • EIN 92-2912806

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 17, 2024

1009 44th St SW Ste 106Grand Rapids, MI 49509

(616) 575-3482

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.63x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.09x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Net Margin

51st percentile

5.2%

Higher net margin than 51% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$4,700

No earlier filing loaded for comparison.

Net Assets

$1,728

No earlier filing loaded for comparison.

Liabilities

$2,972

No earlier filing loaded for comparison.

Revenue

$33,490

No earlier filing loaded for comparison.

Expenses

$31,762

No earlier filing loaded for comparison.

Net Income

$1,728

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0K$4.0K$2.0K$0Assets 2023: $4,700Liabilities 2023: $2,972Net Assets 2023: $1,7282023

Highlighted filing

2023

Assets$4,700
Liabilities$2,972
Net Assets$1,728

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0Revenue 2023: $33,490Expenses 2023: $31,762Net Income 2023: $1,7282023

Highlighted filing

2023

Revenue$33,490
Expenses$31,762
Net Income$1,728
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 17, 2024
Return Version
2023v5.0
Gross Receipts
$33,490
Mission and Program Overview

Mission

The west michigan exit planning association is an advisory community collaborating to raise the standard of service to local business owners considering their transition. We strive to be the premier resource for advisors and business owners supporting successful business transitions.

Program Services

DescriptionGrantsExpenses
THE WEST MICHIGAN EXIT PLANNING ASSOCIATION COLLABORATES WITH LOCAL SMALL BUSINESSES TO ENSURE SUCCESSFUL AND SMOOTH BUSINESS TRANSITIONS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT COUSINOPresident-$0--
KELLY COUSINEAUVice Preside-$0--
MICHELE MOLLARDVice Preside-$0--
RYAN MCCASLINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
West Michigan Exit Planning Assoc
EIN
92-2912806
Address
1009 44TH ST SW STE 106, GRAND RAPIDS, MI 49509

Signing Officer

Name
Ryan Mccaslin
Title
Treasurer
Phone
6165753482
Signed
2024-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Echelbarger Himebaugh Tamm & Co Pc
Address
7500 FULTON ST E, ADA, MI 49301
Preparer
Jennifer a Hashley CPA
Phone
6165753482
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and marketing 804 merchant account fees -4 software & apps 7,686 management fees 16,781 website management 394 miscellaneous 5,429 total 31,090

Form 990-ez, Part II, Line 24

Accounts receivable 0 3,000 payments to deposit 0 1,700 total 0 4,700

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 1,066 disbursements in excess 0 1,906

Form 990-ez, Part III

The west michigan exit planning association is an advisory community collaborating to raise the standard of service to local business owners considering their transition. We strive to be the premier resource for advisors and business owners supporting successful business transitions.

Raw XML Appendix100 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049546
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OtherExpensesTotalAmt031090
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IRS990EZ/PrimaryExemptPurposeTxt0THE WEST MICHIGAN EXIT PLANNING ASSOCIATION IS AN ADVISORY COMMUNITY COLLABORATING TO RAISE THE STANDARD OF SERVICE TO LOCAL BUSINESS OWNERS CONSIDERING THEIR TRANSITION. WE STRIVE TO BE THE PREMIER RESOURCE FOR ADVISORS AND BUSINESS OWNERS SUPPORTING SUCCESSFUL BUSINESS TRANSITIONS.
IRS990EZ/ProgramServiceRevenueAmt033490
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE WEST MICHIGAN EXIT PLANNING ASSOCIATION COLLABORATES WITH LOCAL SMALL BUSINESSES TO ENSURE SUCCESSFUL AND SMOOTH BUSINESS TRANSITIONS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02972
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031762
IRS990EZ/TotalRevenueAmt033490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTMIEXITPLANNING.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND MARKETING 804 MERCHANT ACCOUNT FEES -4 SOFTWARE & APPS 7,686 MANAGEMENT FEES 16,781 WEBSITE MANAGEMENT 394 MISCELLANEOUS 5,429 TOTAL 31,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 0 3,000 PAYMENTS TO DEPOSIT 0 1,700 TOTAL 0 4,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,066 DISBURSEMENTS IN EXCESS 0 1,906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE WEST MICHIGAN EXIT PLANNING ASSOCIATION IS AN ADVISORY COMMUNITY COLLABORATING TO RAISE THE STANDARD OF SERVICE TO LOCAL BUSINESS OWNERS CONSIDERING THEIR TRANSITION. WE STRIVE TO BE THE PREMIER RESOURCE FOR ADVISORS AND BUSINESS OWNERS SUPPORTING SUCCESSFUL BUSINESS TRANSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN MCCASLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/Filer/EIN0922912806
ReturnHeader/Filer/USAddress/AddressLine1Txt01009 44TH ST SW STE 106
ReturnHeader/Filer/USAddress/CityNm0GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049509
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382498459
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07500 FULTON ST E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ADA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049301
ReturnHeader/PreparerPersonGrp/PhoneNum06165753482
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER A HASHLEY CPA
ReturnHeader/ReturnTs02024-09-17T16:40:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.70$2.97$1.73$33.5$31.8$1.73