Estate Planning Council Of Diablo Valley
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 50,187 | 52,940 | −2,753 | 3.3 | — |
| 2013 | 51,349 | 53,997 | −2,648 | 2.7 | — |
| 2014 | 49,073 | 46,234 | 2,839 | 3.9 | — |
| 2015 | 49,872 | 53,003 | −3,131 | 2.7 | — |
| 2016 | 47,581 | 53,147 | −5,566 | 1.4 | — |
| 2017 | 51,878 | 51,960 | −82 | 1.4 | — |
| 2018 | 46,571 | 48,717 | −2,146 | 1.0 | — |
| 2019 | 47,781 | 51,666 | −3,885 | 0.0 | — |
| 2020 | 48,012 | 42,459 | 5,553 | 1.6 | — |
| 2021 | 30,586 | 22,529 | 8,057 | 7.3 | — |
| 2022 | 38,577 | 42,795 | −4,218 | 2.7 | — |
| 2023 | 44,337 | 43,208 | 1,129 | 2.9 | — |
| 2024 | 82,405 | 72,306 | 10,099 | 3.4 | — |
In its most recent public year (2024), this organization brought in $10,099 more than it spent. Its reserves stood at about 3.4 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 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 Diablo Valley'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