Estate Planning Council Of San Diego
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 44,425 | 33,276 | 11,149 | 7.8 | — |
| 2013 | 30,367 | 31,857 | −1,490 | 7.5 | — |
| 2014 | 36,270 | 30,667 | 5,603 | 10.0 | — |
| 2015 | 37,985 | 34,491 | 3,494 | 10.1 | — |
| 2016 | 34,740 | 34,531 | 209 | 10.2 | — |
| 2017 | 38,043 | 41,616 | −3,573 | 7.4 | — |
| 2018 | 63,684 | 43,482 | 20,202 | 12.7 | — |
| 2019 | 23,880 | 38,531 | −14,651 | 9.7 | — |
| 2020 | 23,625 | 24,651 | −1,026 | 14.7 | — |
| 2021 | 6,810 | 6,497 | 313 | 56.5 | — |
| 2022 | 35,590 | 39,989 | −4,399 | 7.9 | — |
| 2023 | 55,348 | 55,332 | 16 | 5.7 | — |
In its most recent public year (2023), this organization brought in $16 more than it spent. Its reserves stood at about 5.7 months of spending, down from 7.8 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 San Diego'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