Estate Planning Council Of Rhode Island
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2014 | 64,025 | 34,630 | 29,395 | 16.3 | — |
| 2015 | 66,975 | 58,959 | 8,016 | 11.2 | — |
| 2016 | 6,975 | 28,664 | −21,689 | 14.0 | — |
| 2017 | 64,305 | 64,000 | 305 | 6.3 | — |
| 2018 | 68,575 | 66,771 | 1,804 | 6.4 | — |
| 2019 | 64,575 | 58,858 | 5,717 | 8.4 | — |
| 2020 | 67,975 | 46,940 | 21,035 | 15.9 | — |
| 2021 | 30,975 | 19,776 | 11,199 | 44.6 | — |
| 2022 | 43,380 | 31,239 | 12,141 | 32.9 | — |
| 2023 | 57,363 | 53,490 | 3,873 | 20.1 | — |
| 2024 | 59,042 | 57,353 | 1,689 | 19.1 | — |
In its most recent public year (2024), this organization brought in $1,689 more than it spent. Its reserves stood at about 19.1 months of spending, up from 16.3 in 2014.
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
Estate Planning Council Of Rhode Island'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