Chicago Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 287,645 | 285,732 | 1,913 | 5.2 | 0% |
| 2012 | 294,718 | 299,557 | −4,839 | 4.8 | 0% |
| 2013 | 296,437 | 306,500 | −10,063 | 4.3 | 0% |
| 2014 | 350,544 | 331,979 | 18,565 | 4.6 | 0% |
| 2015 | 343,069 | 337,316 | 5,753 | 4.7 | 0% |
| 2016 | 346,799 | 342,694 | 4,105 | 4.8 | 0% |
| 2017 | 346,322 | 355,367 | −9,045 | 4.4 | 0% |
| 2018 | 375,509 | 357,086 | 18,423 | 5.0 | 0% |
| 2019 | 398,941 | 397,690 | 1,251 | 4.5 | 0% |
| 2020 | 402,748 | 359,820 | 42,928 | 6.4 | 0% |
| 2021 | 296,938 | 239,594 | 57,344 | 12.5 | 0% |
| 2022 | 392,848 | 286,698 | 106,150 | 14.9 | 0% |
| 2023 | 470,232 | 422,089 | 48,143 | 11.5 | 0% |
In its most recent public year (2023), this organization brought in $48,143 more than it spent. Its reserves stood at about 11.5 months of spending, up from 5.2 in 2011. 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 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
Chicago Estate Planning Council'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