Hawaii Estate Planning Council
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2018 | 55,191 | 55,070 | 121 | 6.0 | — |
| 2019 | 60,412 | 52,999 | 7,413 | 8.0 | — |
| 2020 | 56,893 | 52,817 | 4,076 | 8.9 | — |
| 2021 | 51,209 | 22,273 | 28,936 | 36.7 | — |
| 2022 | 40,502 | 4,956 | 35,546 | 251.0 | — |
| 2023 | 50,382 | 45,279 | 5,103 | 28.7 | — |
| 2024 | 53,101 | 62,384 | −9,283 | 19.0 | — |
In its most recent public year (2024), this organization spent $9,283 more than it brought in. Its reserves stood at about 19 months of spending, up from 6 in 2018.
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
Hawaii 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