Fresno Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 35,553 | 32,406 | 3,147 | 19.0 | — |
| 2012 | 36,152 | 31,109 | 5,043 | 21.7 | — |
| 2013 | 30,202 | 24,113 | 6,089 | 31.0 | — |
| 2014 | 27,530 | 32,560 | −5,030 | 21.1 | — |
| 2015 | 32,762 | 31,222 | 1,540 | 22.7 | — |
| 2016 | 33,134 | 33,383 | −249 | 21.1 | — |
| 2017 | 26,188 | 30,973 | −4,785 | 20.9 | — |
| 2018 | 15,972 | 20,362 | −4,390 | 29.0 | — |
| 2019 | 21,921 | 25,155 | −3,234 | 21.9 | — |
| 2020 | 16,931 | 10,058 | 6,873 | 63.0 | — |
| 2021 | 1,473 | 3,082 | −1,609 | 199.4 | — |
| 2022 | 7,246 | 5,513 | 1,733 | 113.0 | — |
| 2023 | 209 | 5,043 | −4,834 | 112.0 | — |
In its most recent public year (2023), this organization spent $4,834 more than it brought in. Its reserves stood at about 112 months of spending, up from 19 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 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
Fresno 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