Boston Estate Planning Council Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2013 | 576,700 | 495,434 | 81,266 | 8.1 | 0% |
| 2014 | 675,447 | 574,521 | 100,926 | 9.1 | 0% |
| 2015 | 629,713 | 599,975 | 29,738 | 9.3 | 0% |
| 2016 | 664,017 | 693,235 | −29,218 | 7.5 | 0% |
| 2017 | 651,503 | 683,365 | −31,862 | 7.1 | 0% |
| 2018 | 639,733 | 731,581 | −91,848 | 5.1 | 0% |
| 2019 | 620,323 | 664,433 | −44,110 | 4.8 | 0% |
| 2020 | 531,763 | 391,165 | 140,598 | 12.5 | 0% |
| 2021 | 470,666 | 360,805 | 109,861 | 17.2 | 0% |
| 2022 | 595,613 | 507,037 | 88,576 | 14.3 | 0% |
| 2023 | 631,103 | 580,318 | 50,785 | 13.6 | 0% |
In its most recent public year (2023), this organization brought in $50,785 more than it spent. Its reserves stood at about 13.6 months of spending, up from 8.1 in 2013. 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
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