Palm Beach County Estate Planning Council Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 43,227 | 41,963 | 1,264 | 10.9 | — |
| 2012 | 46,726 | 42,787 | 3,939 | 11.8 | — |
| 2013 | 58,799 | 46,443 | 12,356 | 14.1 | — |
| 2014 | 68,043 | 54,786 | 13,257 | 14.8 | — |
| 2015 | 83,287 | 83,027 | 260 | 9.8 | — |
| 2016 | 79,807 | 72,895 | 6,912 | 12.3 | — |
| 2017 | 83,547 | 78,343 | 5,204 | 12.3 | — |
| 2018 | 100,295 | 87,781 | 12,514 | 12.7 | — |
| 2019 | 108,037 | 95,095 | 12,942 | 13.3 | — |
| 2020 | 121,988 | 92,440 | 29,548 | 17.5 | — |
| 2021 | 65,652 | 62,782 | 2,870 | 26.4 | — |
| 2022 | 115,385 | 106,823 | 8,562 | 16.5 | — |
| 2023 | 120,268 | 122,207 | −1,939 | 14.2 | — |
In its most recent public year (2023), this organization spent $1,939 more than it brought in. Its reserves stood at about 14.2 months of spending, up from 10.9 in 2011.
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
Palm Beach County Estate Planning Council Inc'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