Orange County Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 51,714 | 59,763 | −8,049 | 4.9 | — |
| 2012 | 54,275 | 50,989 | 3,286 | 6.5 | — |
| 2013 | 55,210 | 48,371 | 6,839 | 8.6 | — |
| 2014 | 55,216 | 49,862 | 5,354 | 9.6 | — |
| 2015 | 53,407 | 54,653 | −1,246 | 8.5 | — |
| 2016 | 54,420 | 55,541 | −1,121 | 8.1 | — |
| 2017 | 60,143 | 55,692 | 4,451 | 9.1 | — |
| 2018 | 54,512 | 55,379 | −867 | 8.9 | — |
| 2019 | 54,980 | 63,415 | −8,435 | 6.2 | — |
| 2020 | 46,486 | 27,625 | 18,861 | 22.4 | — |
| 2021 | 40,673 | 43,067 | −2,394 | 13.7 | — |
| 2022 | 54,271 | 59,208 | −4,937 | 9.0 | — |
| 2023 | 53,502 | 60,961 | −7,459 | 7.3 | — |
In its most recent public year (2023), this organization spent $7,459 more than it brought in. Its reserves stood at about 7.3 months of spending, up from 4.9 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
Orange County 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