Charlotte Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 60,739 | 58,234 | 2,505 | 6.3 | — |
| 2013 | 59,810 | 51,612 | 8,198 | 9.0 | — |
| 2014 | 64,396 | 54,763 | 9,633 | 10.6 | — |
| 2015 | 66,429 | 56,870 | 9,559 | 12.2 | — |
| 2016 | 109,048 | 75,814 | 33,234 | 14.4 | — |
| 2017 | 70,783 | 77,488 | −6,705 | 13.1 | — |
| 2018 | 58,445 | 64,370 | −5,925 | 14.6 | — |
| 2019 | 53,403 | 67,852 | −14,449 | 11.3 | — |
| 2020 | 55,005 | 44,046 | 10,959 | 20.4 | — |
| 2021 | 53,685 | 44,774 | 8,911 | 22.5 | — |
| 2022 | 53,067 | 59,750 | −6,683 | 15.5 | — |
| 2023 | 65,338 | 86,155 | −20,817 | 7.8 | — |
| 2024 | 94,601 | 80,514 | 14,087 | 10.5 | — |
In its most recent public year (2024), this organization brought in $14,087 more than it spent. Its reserves stood at about 10.5 months of spending, up from 6.3 in 2012.
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 2024. 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
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