Society Of Trust And Estate Practitioners - Us Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2009 | 55,391 | 42,187 | 13,204 | 11.5 | — |
| 2010 | 110,263 | 86,546 | 23,717 | 8.9 | — |
| 2011 | 226,650 | 178,098 | 48,552 | 7.6 | 0% |
| 2013 | 439,704 | 382,653 | 57,051 | 6.8 | 0% |
| 2014 | 600,271 | 515,457 | 84,814 | 7.0 | 0% |
| 2015 | 442,715 | 330,079 | 112,636 | 15.1 | 0% |
| 2016 | 437,959 | 460,983 | −23,024 | 10.2 | 0% |
| 2017 | 712,059 | 684,289 | 27,770 | 6.9 | 0% |
| 2018 | 813,781 | 686,695 | 127,086 | 9.1 | 0% |
| 2019 | 995,931 | 775,174 | 220,757 | 12.4 | 0% |
| 2020 | 613,684 | 436,641 | 177,043 | 21.6 | 0% |
| 2021 | 144,434 | 144,614 | −180 | 65.2 | 0% |
| 2022 | 229,581 | 87,364 | 142,217 | 127.5 | 0% |
| 2023 | 373,144 | 322,162 | 50,982 | 36.5 | 0% |
| 2024 | 659,686 | 720,402 | −60,716 | 15.3 | 0% |
In its most recent public year (2024), this organization spent $60,716 more than it brought in. Its reserves stood at about 15.3 months of spending, up from 11.5 in 2009. Staff pay was 0% of spending.
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
Society Of Trust And Estate Practitioners - Us Inc'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