Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2016 • EIN 01-0549309

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization Profile
COZEN OCONNOR 200 FOUR FALLS No 400West Conshohocken, PA 19428

(858) 454-7636

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

98th percentile

164%

Faster asset growth than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

364%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,054,624

Up $4,999,777 (+164%) from 2015

Net Assets

Up

$8,054,624

Up $4,999,777 (+164%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin98th percentile

Revenue

Up

$5,067,918

Up $3,974,553 (+364%) from 2015

Expenses

Up

$109,353

Up $47,077 (+76%) from 2015

Net Income

Up

$4,958,565

Up $3,927,476 (+381%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $288,710Liabilities 2010: $0Net Assets 2010: $288,7102010Assets 2011: $263,958Liabilities 2011: $12011Assets 2012: $651,416Liabilities 2012: $0Net Assets 2012: $651,4162012Assets 2013: $1,178,707Liabilities 2013: $0Net Assets 2013: $1,178,7072013Assets 2014: $2,330,329Liabilities 2014: $0Net Assets 2014: $2,330,3292014Assets 2015: $3,054,847Liabilities 2015: $0Net Assets 2015: $3,054,8472015Assets 2016: $8,054,624Liabilities 2016: $0Net Assets 2016: $8,054,6242016Assets 2019: $10,296,520Liabilities 2019: $02019Assets 2020: $10,119,066Liabilities 2020: $0Net Assets 2020: $10,119,0662020Assets 2021: $9,713,303Liabilities 2021: $0Net Assets 2021: $9,713,3032021Assets 2022: $9,149,770Liabilities 2022: $0Net Assets 2022: $9,149,7702022Assets 2023: $8,934,504Liabilities 2023: $0Net Assets 2023: $8,934,5042023Assets 2024: $8,700,413Liabilities 2024: $0Net Assets 2024: $8,700,4132024

Highlighted filing

2016

Assets$8,054,624
Liabilities$0
Net Assets$8,054,624
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $53,1252010Revenue 2011: $30,299Expenses 2011: $55,050Net Income 2011: -$24,7512011Expenses 2012: $79,2672012Revenue 2013: $934,891Expenses 2013: $407,600Net Income 2013: $527,2912013Revenue 2014: $2,074,270Expenses 2014: $20,679Net Income 2014: $2,053,5912014Revenue 2015: $1,093,365Expenses 2015: $62,276Net Income 2015: $1,031,0892015Revenue 2016: $5,067,918Expenses 2016: $109,353Net Income 2016: $4,958,5652016Revenue 2019: $3,321,126Expenses 2019: $680,185Net Income 2019: $2,640,9412019Revenue 2020: $174,084Expenses 2020: $636,000Net Income 2020: -$461,9162020Revenue 2021: $193,340Expenses 2021: $596,333Net Income 2021: -$402,9932021Revenue 2022: $189,572Expenses 2022: $744,679Net Income 2022: -$555,1072022Revenue 2023: $345,622Expenses 2023: $551,855Net Income 2023: -$206,2332023Revenue 2024: $407,885Expenses 2024: $988,369Net Income 2024: -$580,4842024

Highlighted filing

2016

Revenue$5,067,918
Expenses$109,353
Net Income$4,958,565
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE BAYLES ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
01-0549309
Phone
8584547636
Address
COZEN OCONNOR 200 FOUR FALLS No 400, WEST CONSHOHOCKEN, PA 19428

Signing Officer

Name
Diane Bayless Roberts
Title
Trustee
Phone
8584547636
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1700 MARKET STREET 25TH FLOOR, PHILADELPHIA, PA 19103-3984
Preparer
David F Dotson
Phone
2152462300
Raw XML Appendix384 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST CONSHOHOCKEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019428
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109412370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DIANE BAYLES ROBERTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt414353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FUND THE RECIPIENT'S OPERATING BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROOTS OF RENEWAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PENN FUND UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THEATRE AND ARTS FOUNDATION LA JOLLA PLAYHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MUSEUM OF CONTEMPORARY ART SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LAS PATRONAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010000 N BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12929 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 12039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3700 PROSPECT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 1888
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1191045099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3920374291
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4920381888
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0109353
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0109353
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0479871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0109353
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0479871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0109353
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RALPH ROBERTS SR
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1RALPH ROBERTS SR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O DUANE MORRIS LLP 30 S 17TH STRE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1FIDELITY INVESTMENTS INSTITUTIONAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1COVINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1410151987
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04864774
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt13506
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04864774
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0COMCAST DEFERRED COMPENSATION, SERP PLAN, RESTRICTED STOCK UNITS, AND STOCK OPTIONS.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-01-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COMCAST DEFERRED COMPENSATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0426096
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0426096
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital Gain Distributions
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt078610
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt078610
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01757
OtherIncreasesSchedule/OtherIncreasesDetail/Amt139455
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02015 1099-R RECEIVED IN 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BASIS ADJUSTMENT
ReductionExplanationStatement/ShortExplanationTxt0N/A
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE BAYLESS ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08584547636
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARGARET GALLAGHER THOMPSON ESQ
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0010549309
ReturnHeader/Filer/PhoneNum08584547636
ReturnHeader/Filer/USAddress/AddressLine1Txt0COZEN OCONNOR 200 FOUR FALLS No 400
ReturnHeader/Filer/USAddress/CityNm0WEST CONSHOHOCKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019428
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08B2658DB7A934F9A159DE752D843980E77B44535
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.88.140
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:08:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 MARKET STREET 25TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191033984
ReturnHeader/PreparerPersonGrp/PhoneNum02152462300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F DOTSON
ReturnHeader/ReturnTs02017-11-15T16:36:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,054,624
Liabilities
$0
Net assets
$8,054,624
Revenue
$5,067,918
Expenses
$109,353
Net income
$4,958,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.41$0.99$0.58
2023Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.35$0.55$0.21
2022Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.19$0.74$0.56
2021Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$0.19$0.60$0.40
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.17$0.64$0.46
2019Summary only. Only limited summary data is available for this year.$10.3$0.00$3.32$0.68$2.64
2016Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$5.07$0.11$4.96
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.09$0.06$1.03
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$2.07$0.02$2.05
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.93$0.41$0.53
2012Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.03$0.06$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.05