Philadelphia Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 227,951 | 217,852 | 10,099 | 6.9 | 0% |
| 2012 | 224,953 | 238,398 | −13,445 | 5.6 | 0% |
| 2013 | 279,165 | 254,159 | 25,006 | 6.5 | 0% |
| 2014 | 249,956 | 244,193 | 5,763 | 7.0 | 0% |
| 2015 | 275,795 | 255,547 | 20,248 | 7.7 | 0% |
| 2016 | 251,296 | 242,900 | 8,396 | 8.5 | 0% |
| 2017 | 220,650 | 250,627 | −29,977 | 6.8 | 0% |
| 2018 | 263,387 | 232,040 | 31,347 | 8.9 | 0% |
| 2019 | 252,157 | 226,073 | 26,084 | 10.6 | 0% |
| 2020 | 195,330 | 207,203 | −11,873 | 10.8 | 0% |
| 2021 | 131,955 | 120,399 | 11,556 | 19.8 | 0% |
| 2022 | 163,384 | 184,070 | −20,686 | 11.6 | 0% |
| 2023 | 215,713 | 205,769 | 9,944 | 11.1 | 0% |
In its most recent public year (2023), this organization brought in $9,944 more than it spent. Its reserves stood at about 11.1 months of spending, up from 6.9 in 2011. Staff pay was 0% 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
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