Estate Planning Council Of Cleveland Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 72,851 | 73,513 | −662 | 6.7 | — |
| 2013 | 77,140 | 73,687 | 3,453 | 7.3 | — |
| 2014 | 77,630 | 79,297 | −1,667 | 6.5 | — |
| 2015 | 72,827 | 77,127 | −4,300 | 6.0 | — |
| 2016 | 80,460 | 84,483 | −4,023 | 5.0 | — |
| 2017 | 86,476 | 80,272 | 6,204 | 6.1 | — |
| 2018 | 91,203 | 91,726 | −523 | 5.3 | — |
| 2019 | 87,010 | 88,837 | −1,827 | 5.2 | — |
| 2020 | 65,715 | 62,045 | 3,670 | 8.2 | — |
| 2021 | 45,451 | 35,036 | 10,415 | 18.1 | — |
| 2022 | 57,349 | 66,964 | −9,615 | 7.7 | — |
| 2023 | 105,141 | 100,567 | 4,574 | 5.7 | — |
In its most recent public year (2023), this organization brought in $4,574 more than it spent. Its reserves stood at about 5.7 months 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 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
Estate Planning Council Of Cleveland Inc's IRS filings as a feed — one entry per filing year, through 2023. 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