Sacramento Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 90,990 | 89,165 | 1,825 | 7.8 | — |
| 2012 | 104,130 | 107,908 | −3,778 | 6.1 | — |
| 2013 | 105,390 | 110,799 | −5,409 | 5.3 | — |
| 2014 | 94,993 | 111,193 | −16,200 | 3.6 | — |
| 2015 | 134,051 | 125,531 | 8,520 | 4.0 | — |
| 2016 | 138,900 | 128,869 | 10,031 | 4.8 | — |
| 2020 | 129,160 | 100,322 | 28,838 | 10.4 | — |
| 2021 | 73,472 | 64,446 | 9,026 | 17.8 | — |
| 2023 | 119,340 | 130,388 | −11,048 | 7.8 | — |
| 2024 | 141,540 | 136,779 | 4,761 | 7.8 | — |
In its most recent public year (2024), this organization brought in $4,761 more than it spent. Its reserves stood at about 7.8 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 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
Sacramento 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