New Orleans Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 42,285 | 47,742 | −5,457 | 5.8 | — |
| 2012 | 50,770 | 48,029 | 2,741 | 6.5 | — |
| 2013 | 39,108 | 43,894 | −4,786 | 5.8 | — |
| 2014 | 47,575 | 47,308 | 267 | 5.4 | — |
| 2015 | 53,363 | 51,240 | 2,123 | 5.5 | — |
| 2016 | 52,221 | 35,189 | 17,032 | 13.8 | — |
| 2017 | 54,675 | 38,144 | 16,531 | 18.0 | — |
| 2018 | 51,825 | 33,876 | 17,949 | 26.6 | — |
| 2019 | 46,022 | 41,870 | 4,152 | 22.7 | — |
| 2020 | 42,339 | 25,098 | 17,241 | 46.1 | — |
| 2021 | 26,062 | 25,836 | 226 | 44.9 | — |
| 2022 | 37,367 | 40,796 | −3,429 | 27.4 | — |
| 2023 | 40,012 | 50,069 | −10,057 | 19.9 | — |
| 2024 | 36,576 | 45,218 | −8,642 | 19.8 | — |
In its most recent public year (2024), this organization spent $8,642 more than it brought in. Its reserves stood at about 19.8 months of spending, up from 5.8 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 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
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