National Association Of Estate Planning Councils
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 431,753 | 434,179 | −2,426 | 4.6 | 0% |
| 2012 | 470,305 | 405,282 | 65,023 | 6.8 | 0% |
| 2013 | 490,349 | 406,678 | 83,671 | 9.3 | 0% |
| 2014 | 504,015 | 500,348 | 3,667 | 7.6 | 0% |
| 2015 | 597,885 | 576,506 | 21,379 | 7.1 | 0% |
| 2016 | 646,570 | 637,260 | 9,310 | 8.4 | 0% |
| 2017 | 1,127,484 | 1,128,248 | −764 | 4.8 | 0% |
| 2018 | 1,184,627 | 1,180,046 | 4,581 | 4.6 | 0% |
| 2019 | 1,250,506 | 1,207,600 | 42,906 | 4.9 | 0% |
| 2020 | 773,836 | 584,540 | 189,296 | 14.0 | 0% |
| 2021 | 870,548 | 663,622 | 206,926 | 16.1 | 0% |
| 2022 | 1,366,900 | 1,132,140 | 234,760 | 11.9 | 0% |
| 2023 | 1,358,501 | 1,263,389 | 95,112 | 11.6 | 0% |
In its most recent public year (2023), this organization brought in $95,112 more than it spent. Its reserves stood at about 11.6 months of spending, up from 4.6 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
National Association Of Estate Planning Councils'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