San Francisco Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 84,895 | 72,549 | 12,346 | 7.1 | — |
| 2013 | 78,340 | 95,776 | −17,436 | 3.2 | — |
| 2014 | 95,021 | 86,850 | 8,171 | 4.7 | — |
| 2015 | 80,128 | 80,508 | −380 | 5.0 | — |
| 2016 | 92,919 | 94,929 | −2,010 | 4.0 | — |
| 2017 | 97,248 | 78,204 | 19,044 | 7.7 | — |
| 2018 | 97,724 | 97,209 | 515 | 6.3 | — |
| 2019 | 162,743 | 112,116 | 50,627 | 10.9 | — |
| 2020 | 68,478 | 68,802 | −324 | 17.7 | — |
| 2021 | 47,166 | 27,320 | 19,846 | 53.2 | — |
| 2022 | 41,633 | 27,428 | 14,205 | 59.2 | — |
| 2023 | 64,266 | 101,440 | −37,174 | 11.6 | — |
| 2024 | 189,492 | 128,787 | 60,705 | 14.8 | — |
In its most recent public year (2024), this organization brought in $60,705 more than it spent. Its reserves stood at about 14.8 months of spending, up from 7.1 in 2012.
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
San Francisco 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