Universal Life Care Planner Certifcation Board
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 42,198 | 25,387 | 16,811 | 14.9 | — |
| 2011 | 46,062 | 20,221 | 25,841 | 34.1 | — |
| 2012 | 24,140 | 21,047 | 3,093 | 34.5 | — |
| 2013 | 20,958 | 29,673 | −8,715 | 21.0 | — |
| 2014 | 27,721 | 21,696 | 6,025 | 32.0 | — |
| 2015 | 25,725 | 18,653 | 7,072 | 41.8 | — |
| 2016 | 22,522 | 21,413 | 1,109 | 37.0 | — |
| 2017 | 30,633 | 25,725 | 4,908 | 33.1 | — |
| 2018 | 26,933 | 20,809 | 6,124 | 44.4 | — |
| 2019 | 26,583 | 23,292 | 3,291 | 41.4 | — |
| 2020 | 25,213 | 29,936 | −4,723 | 30.3 | — |
| 2021 | 25,083 | 20,288 | 4,795 | 47.6 | — |
| 2022 | 32,869 | 29,366 | 3,503 | 34.3 | — |
| 2023 | 13,428 | 30,478 | −17,050 | 26.3 | — |
In its most recent public year (2023), this organization spent $17,050 more than it brought in. Its reserves stood at about 26.3 months of spending, up from 14.9 in 2010.
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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