The Charitable Estate Planning Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2018 | 58,020 | 53,756 | 4,264 | 1.0 | — |
| 2022 | 76,609 | 66,586 | 10,023 | 1.8 | — |
| 2023 | 74,801 | 70,522 | 4,279 | 0.7 | — |
In its most recent public year (2023), this organization brought in $4,279 more than it spent. Its reserves stood at about 0.7 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
The Charitable Estate Planning Institute'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