Houston Business & Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 47,950 | 43,558 | 4,392 | 9.0 | — |
| 2013 | 47,575 | 40,348 | 7,227 | 11.9 | — |
| 2016 | 52,286 | 51,663 | 623 | 12.8 | — |
| 2017 | 51,390 | 49,432 | 1,958 | 13.9 | — |
| 2018 | 50,570 | 65,745 | −15,175 | 7.7 | — |
| 2019 | 56,461 | 53,874 | 2,587 | 9.9 | — |
| 2020 | 55,351 | 41,310 | 14,041 | 17.0 | — |
| 2021 | 44,267 | 4,923 | 39,344 | 238.8 | — |
| 2022 | 14,181 | 54,098 | −39,917 | 12.9 | — |
| 2023 | 57,553 | 63,250 | −5,697 | 9.9 | — |
In its most recent public year (2023), this organization spent $5,697 more than it brought in. Its reserves stood at about 9.9 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 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
Houston Business & Estate Planning 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