Central Arizona Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 109,249 | 104,567 | 4,682 | 7.4 | — |
| 2012 | 116,848 | 117,744 | −896 | 6.4 | — |
| 2013 | 120,245 | 113,483 | 6,762 | 7.4 | — |
| 2014 | 128,970 | 127,095 | 1,875 | 6.7 | — |
| 2015 | 118,118 | 106,659 | 11,459 | 9.3 | — |
| 2016 | 111,238 | 105,710 | 5,528 | 10.0 | — |
| 2017 | 115,964 | 105,736 | 10,228 | 11.2 | — |
| 2018 | 111,749 | 108,517 | 3,232 | 11.3 | — |
| 2019 | 113,473 | 126,418 | −12,945 | 8.5 | — |
| 2020 | 102,575 | 108,399 | −5,824 | 9.3 | — |
| 2021 | 77,165 | 59,835 | 17,330 | 20.3 | — |
| 2022 | 125,325 | 101,143 | 24,182 | 14.9 | — |
| 2023 | 141,960 | 115,129 | 26,831 | 16.0 | — |
| 2024 | 135,578 | 96,406 | 39,172 | 25.2 | — |
In its most recent public year (2024), this organization brought in $39,172 more than it spent. Its reserves stood at about 25.2 months of spending, up from 7.4 in 2011.
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
Central 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