San Antonio Estate Planners Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 55,602 | 61,345 | −5,743 | 14.8 | — |
| 2013 | 63,658 | 64,509 | −851 | 13.6 | — |
| 2014 | 170,561 | 144,257 | 26,304 | 8.3 | — |
| 2015 | 69,090 | 73,187 | −4,097 | 15.6 | — |
| 2016 | 185,859 | 160,512 | 25,347 | 9.0 | — |
| 2017 | 72,764 | 98,061 | −25,297 | 11.7 | — |
| 2018 | 187,675 | 176,646 | 11,029 | 7.2 | — |
| 2019 | 77,786 | 90,125 | −12,339 | 12.5 | — |
| 2020 | 201,431 | 152,040 | 49,391 | 11.3 | 0% |
| 2021 | 1,275 | 23,129 | −21,854 | 63.0 | 0% |
| 2022 | 200,435 | 147,902 | 52,533 | 14.1 | 0% |
| 2023 | 86,438 | 67,706 | 18,732 | 34.2 | 0% |
In its most recent public year (2023), this organization brought in $18,732 more than it spent. Its reserves stood at about 34.2 months of spending, up from 14.8 in 2012. 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
San Antonio Estate Planners Council'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