Estate Planning Council Of Greater Miami
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 39,223 | 45,219 | −5,996 | 1.6 | — |
| 2013 | 86,230 | 68,549 | 17,681 | 4.2 | — |
| 2014 | 75,891 | 69,220 | 6,671 | 5.3 | — |
| 2015 | 91,078 | 72,437 | 18,641 | 8.1 | — |
| 2016 | 103,364 | 85,102 | 18,262 | 8.9 | — |
| 2017 | 82,876 | 96,859 | −13,983 | 6.1 | — |
| 2018 | 87,363 | 96,668 | −9,305 | 5.0 | — |
| 2019 | 124,728 | 106,960 | 17,768 | 6.5 | — |
| 2020 | 97,770 | 88,870 | 8,900 | 9.0 | — |
| 2021 | 66,723 | 66,970 | −247 | 11.9 | — |
| 2022 | 88,908 | 94,756 | −5,848 | 7.7 | — |
| 2023 | 127,053 | 113,768 | 13,285 | 7.8 | — |
In its most recent public year (2023), this organization brought in $13,285 more than it spent. Its reserves stood at about 7.8 months of spending, up from 1.6 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 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 Greater Miami'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