Estate Planning Council Of Rochester
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 36,010 | 34,224 | 1,786 | 6.7 | — |
| 2013 | 38,204 | 43,121 | −4,917 | 4.0 | — |
| 2014 | 41,066 | 42,901 | −1,835 | 3.5 | — |
| 2015 | 43,594 | 43,961 | −367 | 3.3 | — |
| 2020 | 52,230 | 52,324 | −94 | 4.9 | — |
| 2021 | 50,362 | 44,407 | 5,955 | 7.4 | — |
| 2022 | 50,373 | 46,739 | 3,634 | 8.0 | — |
| 2023 | 57,096 | 57,593 | −497 | 6.4 | — |
In its most recent public year (2023), this organization spent $497 more than it brought in. Its reserves stood at about 6.4 months of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Estate Planning Council Of Rochester's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works