Salt Lake Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 35,128 | 56,125 | −20,997 | 5.1 | — |
| 2012 | 43,761 | 45,047 | −1,286 | 6.0 | — |
| 2013 | 60,248 | 43,136 | 17,112 | 11.0 | — |
| 2014 | 49,552 | 57,627 | −8,075 | 6.5 | — |
| 2015 | 52,174 | 56,127 | −3,953 | 5.9 | — |
| 2016 | 42,982 | 50,403 | −7,421 | 4.8 | — |
| 2017 | 50,959 | 44,713 | 6,246 | 7.0 | — |
| 2018 | 51,815 | 50,891 | 924 | 6.4 | — |
| 2019 | 43,046 | 31,663 | 11,383 | 14.6 | — |
| 2020 | 24,108 | 26,380 | −2,272 | 16.5 | — |
| 2021 | 41,804 | 17,104 | 24,700 | 42.6 | — |
| 2022 | 41,976 | 23,248 | 18,728 | 41.0 | — |
In its most recent public year (2022), this organization brought in $18,728 more than it spent. Its reserves stood at about 41 months of spending, up from 5.1 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 2022. 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
Salt Lake Estate Planning Council's IRS filings as a feed — one entry per filing year, through 2022. 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