Dallas Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 105,334 | 112,852 | −7,518 | 3.7 | — |
| 2012 | 102,659 | 91,754 | 10,905 | 5.9 | — |
| 2013 | 107,320 | 104,028 | 3,292 | 5.6 | — |
| 2014 | 147,900 | 122,430 | 25,470 | 7.3 | — |
| 2015 | 146,289 | 138,152 | 8,137 | 7.1 | — |
| 2016 | 140,463 | 165,439 | −24,976 | 4.2 | — |
| 2017 | 161,033 | 155,324 | 5,709 | 4.9 | — |
| 2018 | 164,957 | 158,947 | 6,010 | 5.2 | — |
| 2019 | 185,760 | 176,447 | 9,313 | 5.3 | — |
| 2020 | 166,499 | 133,276 | 33,223 | 10.0 | — |
| 2021 | 122,755 | 69,515 | 53,240 | 28.4 | — |
| 2022 | 136,863 | 112,431 | 24,432 | 20.2 | — |
| 2023 | 170,261 | 155,662 | 14,599 | 15.7 | — |
| 2024 | 191,863 | 190,632 | 1,231 | 12.9 | — |
In its most recent public year (2024), this organization brought in $1,231 more than it spent. Its reserves stood at about 12.9 months of spending, up from 3.7 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
Dallas Estate Planning Council'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