Cincinnati Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 54,061 | 63,316 | −9,255 | 1.9 | — |
| 2013 | 75,244 | 37,220 | 38,024 | 15.4 | — |
| 2014 | 38,037 | 34,212 | 3,825 | 18.1 | — |
| 2015 | 46,067 | 42,684 | 3,383 | 15.5 | — |
| 2016 | 40,320 | 30,036 | 10,284 | 26.1 | — |
| 2017 | 40,103 | 55,059 | −14,956 | 11.0 | — |
| 2018 | 41,110 | 37,961 | 3,149 | 16.9 | — |
| 2019 | 38,834 | 34,284 | 4,550 | 20.3 | — |
| 2020 | 23,211 | 38,445 | −15,234 | 13.4 | — |
| 2021 | 37,655 | 22,821 | 14,834 | 30.3 | — |
| 2022 | 31,504 | 31,870 | −366 | 21.6 | — |
| 2023 | 40,049 | 48,426 | −8,377 | 12.1 | — |
| 2024 | 38,258 | 50,489 | −12,231 | 8.7 | — |
In its most recent public year (2024), this organization spent $12,231 more than it brought in. Its reserves stood at about 8.7 months of spending, up from 1.9 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
Cincinnati 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