Southern Arizona Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 84,437 | 81,639 | 2,798 | 2.2 | — |
| 2013 | 89,575 | 80,467 | 9,108 | 3.6 | — |
| 2014 | 86,412 | 75,927 | 10,485 | 5.4 | — |
| 2015 | 86,368 | 73,945 | 12,423 | 7.6 | — |
| 2016 | 90,210 | 96,966 | −6,756 | 5.0 | — |
| 2017 | 92,938 | 80,062 | 12,876 | 7.9 | — |
| 2018 | 91,863 | 77,044 | 14,819 | 10.6 | — |
| 2019 | 84,229 | 88,137 | −3,908 | 8.7 | — |
| 2020 | 93,337 | 80,208 | 13,129 | 11.5 | — |
| 2021 | 78,043 | 62,627 | 15,416 | 17.7 | — |
| 2022 | 65,674 | 61,576 | 4,098 | 18.8 | — |
| 2023 | 86,211 | 107,562 | −21,351 | 8.4 | — |
| 2024 | 124,520 | 145,557 | −21,037 | 4.5 | — |
In its most recent public year (2024), this organization spent $21,037 more than it brought in. Its reserves stood at about 4.5 months of spending, up from 2.2 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
Southern Arizona Estate Planning Council's IRS filings as a feed — one entry per filing year, through 2024. 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