Civic Intelligence

Univest Foundation

990 • Fiscal year 2020 • EIN 01-0702102

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

Organization ProfileWWW.UNIVESTFOUNDATION.ORG
PO Box 197Souderton, PA 18964

(215) 721-2112

Siviq Scores

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

Liabilities / Assets

68th percentile

0.43x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

2.79x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

43rd percentile

4.5%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

58%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$11,914,126

Up $517,632 (+4.5%) from 2019

Net Assets

Up

$6,750,982

Up $258,789 (+4.0%) from 2019

Liabilities

Up

$5,163,144

Up $258,843 (+5.3%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin83rd percentile

Revenue

Up

$1,851,575

Up $677,297 (+58%) from 2019

Expenses

Down

$1,310,716

Down $101,071 (-7.2%) from 2019

Net Income

Up

$540,859

Up $778,368 (+328%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0Assets 2011: $6,104,511Liabilities 2011: $2,823,243Net Assets 2011: $3,281,2682011Assets 2012: $6,845,318Liabilities 2012: $3,101,668Net Assets 2012: $3,743,6502012Assets 2013: $10,326,897Liabilities 2013: $4,607,790Net Assets 2013: $5,719,1072013Assets 2014: $12,172,813Liabilities 2014: $5,196,300Net Assets 2014: $6,976,5132014Assets 2015: $12,194,609Liabilities 2015: $4,303,889Net Assets 2015: $7,890,7202015Assets 2016: $10,532,299Liabilities 2016: $4,423,591Net Assets 2016: $6,108,7082016Assets 2017: $11,452,870Liabilities 2017: $4,796,314Net Assets 2017: $6,656,5562017Assets 2018: $11,694,819Liabilities 2018: $4,996,245Net Assets 2018: $6,698,5742018Assets 2019: $11,396,494Liabilities 2019: $4,904,301Net Assets 2019: $6,492,1932019Assets 2020: $11,914,126Liabilities 2020: $5,163,144Net Assets 2020: $6,750,9822020Assets 2021: $14,999,985Liabilities 2021: $6,552,050Net Assets 2021: $8,447,9352021Assets 2022: $12,472,061Liabilities 2022: $5,422,925Net Assets 2022: $7,049,1362022Assets 2023: $12,683,154Liabilities 2023: $5,278,853Net Assets 2023: $7,404,3012023Assets 2024: $13,209,373Liabilities 2024: $5,350,767Net Assets 2024: $7,858,6062024Assets 2025: $13,849,388Liabilities 2025: $5,548,738Net Assets 2025: $8,300,6502025

Highlighted filing

2020

Assets$11,914,126
Liabilities$5,163,144
Net Assets$6,750,982
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $982,3352011Expenses 2012: $777,0992012Revenue 2013: $2,537,915Expenses 2013: $1,009,843Net Income 2013: $1,528,0722013Revenue 2014: $2,714,029Expenses 2014: $1,910,070Net Income 2014: $803,9592014Revenue 2015: $2,865,624Expenses 2015: $1,972,325Net Income 2015: $893,2992015Revenue 2016: $2,003,878Expenses 2016: $3,515,043Net Income 2016: -$1,511,1652016Revenue 2017: $2,270,963Expenses 2017: $2,094,461Net Income 2017: $176,5022017Revenue 2018: $1,994,516Expenses 2018: $1,762,445Net Income 2018: $232,0712018Revenue 2019: $1,174,278Expenses 2019: $1,411,787Net Income 2019: -$237,5092019Revenue 2020: $1,851,575Expenses 2020: $1,310,716Net Income 2020: $540,8592020Revenue 2021: $2,567,153Expenses 2021: $2,630,581Net Income 2021: -$63,4282021Revenue 2022: $1,064,806Expenses 2022: $1,052,330Net Income 2022: $12,4762022Revenue 2023: $1,380,386Expenses 2023: $1,109,899Net Income 2023: $270,4872023Revenue 2024: $1,082,775Expenses 2024: $1,170,036Net Income 2024: -$87,2612024Revenue 2025: $1,502,022Expenses 2025: $1,405,284Net Income 2025: $96,7382025

Highlighted filing

2020

Revenue$1,851,575
Expenses$1,310,716
Net Income$540,859
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$4,204,995
Mission and Program Overview

Mission

Foster charitable giving by assisting donors build donor-directed endowments for the long-term support of the causes recommended by donors which qualify as being charitable under section 501(c)(3) or other qualified organizations.

Foster charitable giving to section 501(c)(3) organizations or other qualified organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$9,792,388$9,848,543▲ $56,155
Savings and Temporary Cash Investments$1,594,260$2,055,105▲ $460,845
Total Assets$11,396,494$11,914,126▲ $517,632
Other Assets Total$9,846$10,478▲ $632
Liabilities
Other Liabilities$4,904,301$5,163,144▲ $258,843
Total Liabilities$4,904,301$5,163,144▲ $258,843
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,130,132$6,581,064▲ $450,932
Net Assets With Donor Restrictions$362,061$169,918▼ $192,143
Total Net Assets Fund Balance$6,492,193$6,750,982▲ $258,789
Total Liabilities and Net Assets / Fund Balance$11,396,494$11,914,126▲ $517,632

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$8,015,342--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
William Van SantChair Person
David L AlderferDirector
Joanne O KlineDirector
Marci ShankweilerDirector
Maria P EspositoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,421,748
Program Service Revenue
$102,017
Investment Income
$327,810
Other Revenue
$0
All Other Contributions
$1,421,748
Change in Net Assets
$540,859

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$699,606Avg of High and Low Pric
Total Noncash Contributions$699,606-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,851,575
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-282,070
Total Revenue per Audited Statements
$1,569,505
Total Revenue per Form 990
$1,851,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,310,716
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$89,086$51,228-$140,314
Fees for Services Accounting-$13,195-$13,195
Other Expenses$286,674$4,384-$4,384
Insurance-$3,786-$3,786
All Other Expenses-$2,056-$2,056
Total Functional Expenses$1,229,917$80,799$0$1,310,716

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,310,716
Total Expenses per Audited Statements$1,310,716
Total Expenses per Form 990$1,310,716
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
William Van SantSenior Vice President, Girard, a Univest Wealth Mangement DivisionUnivest Corporation And/or Its Subsidiary Provides Investment Management Services to Univest Foundation.No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Payable$4,508,527
Charitable Gift Annuity Payable$654,617
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no subcommittee's dealing with authority on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The chairperson reviews the form 990 prior to filing. He will discuss the form 990 with the auditors if questions or issue are identified. He will then forward the form 990 to the board of directors for their review. The auditors are available if the board has any questions or concerns.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person understands the conflicts of interest policy and agrees to comply with the policy.”

Form 990, Part VI, Section C, Line 19

“The organization will make available its governing documents by sending a pdf copy upon request.”

Filing and Contact Details

Filer

Filer Name
Univest Foundation
EIN
01-0702102
Phone
2157212112
Address
PO BOX 197, SOUDERTON, PA 18964

Signing Officer

Name
William Van Sant
Title
Chairperson
Phone
2157212112
Signed
2020-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Van Sant
Formed
2002
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Dunlapslk Pc
Address
1300 HORIZON DRIVE SUITE 106, CHALFONT, PA 18914
Preparer
L Brent Kolb CPA Mt
Phone
2675943755
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain/loss daf and reserve fund -204,632. Unrealized gain / loss uf cga -77,438.”

Form 990, Part XII, Line 2C.

“This process has not changed from prior year. The board of directors has no committees and it annually selects and approves the independent accountant to perform the audit.”

Financial Statement Notes

PART X, LINE 2:

“The audited financial statements state that management has concluded that there are no uncertain tax positions taken or expected to be taken that would require a recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 413 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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IRS990ScheduleA/PublicSupportCY170Pct00.49210
IRS990ScheduleA/PublicSupportPY170Pct00.53370
IRS990ScheduleA/PublicSupportTotal170Amt04310796
IRS990ScheduleA/SubstantialContributorsTotAmt02570087
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01421748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0704506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01382422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01853620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01518587
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06880883
IRS990ScheduleA/TotalSupportAmt08759591
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt01323886
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0854157
IRS990ScheduleD/DonorAdvisedFundsHeldCnt071
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt06261394
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01310716
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt097862
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt078111
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt037
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0824535
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0333442
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11465291
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt234468
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt38015342
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0BONDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1STOCKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2LIMITED PARTNERSHIPS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3MUTUAL FUNDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-282070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0654617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14508527
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AGENCY FUNDS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-282070
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01851575
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AUDITED FINANCIAL STATEMENTS STATE THAT MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE A RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt09848543
IRS990ScheduleD/TotalExpensesPerForm990Amt01310716
IRS990ScheduleD/TotalLiabilityAmt05163144
IRS990ScheduleD/TotalRevenuePerForm990Amt01851575
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01569505
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01310716
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0WILLIAM VAN SANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SENIOR VICE PRESIDENT, GIRARD, A UNIVEST WEALTH MANGEMENT DIVISION
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0UNIVEST CORPORATION AND/OR ITS SUBSIDIARY PROVIDES INVESTMENT MANAGEMENT SERVICES TO UNIVEST FOUNDATION.
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVG OF HIGH AND LOW PRIC
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0699606
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SUBCOMMITTEE'S DEALING WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAIRPERSON REVIEWS THE FORM 990 PRIOR TO FILING. HE WILL DISCUSS THE FORM 990 WITH THE AUDITORS IF QUESTIONS OR ISSUE ARE IDENTIFIED. HE WILL THEN FORWARD THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE AUDITORS ARE AVAILABLE IF THE BOARD HAS ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON UNDERSTANDS THE CONFLICTS OF INTEREST POLICY AND AGREES TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL MAKE AVAILABLE ITS GOVERNING DOCUMENTS BY SENDING A PDF COPY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN/LOSS DAF AND RESERVE FUND -204,632. UNREALIZED GAIN / LOSS UF CGA -77,438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE BOARD OF DIRECTORS HAS NO COMMITTEES AND IT ANNUALLY SELECTS AND APPROVES THE INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C.
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt011914126
IRS990/TotalAssetsGrp/BOYAmt011396494
IRS990/TotalAssetsGrp/EOYAmt011914126
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01421748
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080799
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01229917
IRS990/TotalFunctionalExpensesGrp/TotalAmt01310716
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt04904301
IRS990/TotalLiabilitiesGrp/EOYAmt05163144
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06750982
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IRS990/TotalProgramServiceRevenueAmt0102017
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IRS990/TotalVolunteersCnt00
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IRS990/WhistleblowerPolicyInd01
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233018514

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,914,126
Liabilities
$5,163,144
Net assets
$6,750,982
Revenue
$1,851,575
Expenses
$1,310,716
Net income
$540,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.8$5.55$8.30$1.50$1.41$0.10
2024Detailed filing. Detailed filing data is available for this year.$13.2$5.35$7.86$1.08$1.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$12.7$5.28$7.40$1.38$1.11$0.27
2022Detailed filing. Detailed filing data is available for this year.$12.5$5.42$7.05$1.06$1.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$15.0$6.55$8.45$2.57$2.63$0.06
2020Detailed filing. Detailed filing data is available for this year.$11.9$5.16$6.75$1.85$1.31$0.54
2019Detailed filing. Detailed filing data is available for this year.$11.4$4.90$6.49$1.17$1.41$0.24
2018Detailed filing. Detailed filing data is available for this year.$11.7$5.00$6.70$1.99$1.76$0.23
2017Detailed filing. Detailed filing data is available for this year.$11.5$4.80$6.66$2.27$2.09$0.18
2016Detailed filing. Detailed filing data is available for this year.$10.5$4.42$6.11$2.00$3.52$1.51
2015Detailed filing. Detailed filing data is available for this year.$12.2$4.30$7.89$2.87$1.97$0.89
2014Detailed filing. Detailed filing data is available for this year.$12.2$5.20$6.98$2.71$1.91$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$4.61$5.72$2.54$1.01$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$3.10$3.74$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$2.82$3.28$0.98