Estate Planning Council Of Naple Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 65,608 | 55,863 | 9,745 | 7.0 | — |
| 2021 | 59,776 | 44,262 | 15,514 | 13.0 | — |
| 2022 | 61,406 | 74,618 | −13,212 | 5.6 | — |
| 2023 | 92,209 | 90,304 | 1,905 | 4.9 | — |
In its most recent public year (2023), this organization brought in $1,905 more than it spent. Its reserves stood at about 4.9 months of spending, down from 7 in 2020.
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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