Civic Intelligence

Architectural Conservation Trust Act for Massachusetts Inc.

990 • Fiscal year 2015 • EIN 04-2614456

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 11, 2016

34 Main Street Extension No 401Plymouth, MA 02360

(617) 723-3383

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.17x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

6th percentile

-54%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

91st percentile

$118,227

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 93.1% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

14th percentile

-12%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$632,567

Down $89,793 (-12%) from 2014

Net Assets

Down

$611,273

Down $85,710 (-12%) from 2014

Liabilities

Down

$21,294

Down $4,083 (-16%) from 2014

Revenue

Down

$126,955

Down $344,914 (-73%) from 2014

Expenses

Down

$195,738

Down $137,696 (-41%) from 2014

Net Income

Down

-$68,783

Down $207,218 (-150%) from 2014

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $767,483Liabilities 2010: $69,850Net Assets 2010: $697,6332010Assets 2011: $608,819Liabilities 2011: $63,755Net Assets 2011: $545,0642011Assets 2012: $741,860Liabilities 2012: $121,260Net Assets 2012: $620,6002012Assets 2013: $590,238Liabilities 2013: $52,098Net Assets 2013: $538,1402013Assets 2014: $722,360Liabilities 2014: $25,377Net Assets 2014: $696,9832014Assets 2015: $632,567Liabilities 2015: $21,294Net Assets 2015: $611,2732015Assets 2016: $682,859Liabilities 2016: $22,556Net Assets 2016: $660,3032016Assets 2017: $630,205Liabilities 2017: $23,966Net Assets 2017: $606,2392017Assets 2018: $402,189Liabilities 2018: $25,621Net Assets 2018: $376,5682018Assets 2019: $55,956,330Liabilities 2019: $27,604Net Assets 2019: $55,928,7262019Assets 2020: $60,789,020Liabilities 2020: $6,500Net Assets 2020: $60,782,5202020Assets 2021: $66,444,772Liabilities 2021: $6,500Net Assets 2021: $66,438,2722021Assets 2022: $75,614,551Liabilities 2022: $6,501Net Assets 2022: $75,608,0502022Assets 2023: $77,269,531Liabilities 2023: $455,166Net Assets 2023: $76,814,3652023Assets 2024: $72,201,032Liabilities 2024: $2,093Net Assets 2024: $72,198,9392024

Highlighted filing

2015

Assets$632,567
Liabilities$21,294
Net Assets$611,273

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $142,1952010Expenses 2011: $174,2702011Expenses 2012: $152,7172012Revenue 2013: $67,665Expenses 2013: $205,492Net Income 2013: -$137,8272013Revenue 2014: $471,869Expenses 2014: $333,434Net Income 2014: $138,4352014Revenue 2015: $126,955Expenses 2015: $195,738Net Income 2015: -$68,7832015Revenue 2016: $313,885Expenses 2016: $277,483Net Income 2016: $36,4022016Revenue 2017: $123,598Expenses 2017: $203,896Net Income 2017: -$80,2982017Revenue 2018: $130,676Expenses 2018: $256,530Net Income 2018: -$125,8542018Revenue 2019: $2,429,252Expenses 2019: $414,165Net Income 2019: $2,015,0872019Revenue 2020: $4,995,758Expenses 2020: $142,326Net Income 2020: $4,853,4322020Revenue 2021: $5,776,618Expenses 2021: $121,111Net Income 2021: $5,655,5072021Revenue 2022: $9,337,452Expenses 2022: $167,138Net Income 2022: $9,170,3142022Revenue 2023: $154,035Expenses 2023: $98,574Net Income 2023: $55,4612023Revenue 2024: $6,464,288Expenses 2024: $11,079,714Net Income 2024: -$4,615,4262024

Highlighted filing

2015

Revenue$126,955
Expenses$195,738
Net Income-$68,783
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 11, 2016
Return Version
2014v6.0
Gross Receipts
$151,955
Mission and Program Overview

Mission

To preserve historically significant properties and to encourage additional historically appropriate efforts in neighborhoods or communities by private investors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$329,599$290,458▼ $39,141
Cash and Non-Interest-Bearing Accounts$287,905$209,243▼ $78,662
Other Notes and Loans Receivable, Net-$20,000-
Accounts Receivable-$624-
Total Assets$722,360$632,567▼ $89,793
Other Assets Total$104,856$112,242▲ $7,386
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,638$14,794▲ $1,156
Accounts Payable and Accrued Expenses$11,739$6,500▼ $5,239
Total Liabilities$25,377$21,294▼ $4,083
Net Assets / Fund Balance
Unrestricted Net Assets$474,033$340,409▼ $133,624
Temporarily Rstr Net Assets$222,950$270,864▲ $47,914
Total Net Assets Fund Balance$696,983$611,273▼ $85,710
Total Liabilities and Net Assets / Fund Balance$722,360$632,567▼ $89,793

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$112,242--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
James W IgoePresident/exec DirectorFT$118,227$118,227

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$87,500
Program Service Revenue
$36,623
Investment Income
$2,832
Other Revenue
$0
All Other Contributions
$87,500
Change in Net Assets
$-68,783

Audited Revenue Reconciliation

Revenue per Audited Statements
$126,955
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-16,927
Total Revenue per Audited Statements
$110,028
Total Revenue per Form 990
$126,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,738
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 Legal$3,811--$3,811
Interest-$1,156-$1,156
Other Expenses$1,891$1,040-$1,040
All Other Expenses-$539-$539
Total Functional Expenses$193,003$2,735$0$195,738

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$195,738
Total Expenses per Audited Statements$195,738
Total Expenses per Form 990$195,738
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
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The executive director reviews form 990 with the authority of the executive committee and the full confidence in the entity assisting in the preparation of the documents.

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

The board of directors reviews the organization's conflict of interest policy annually in order to ensure that the organization's board of directors, officers and employees are regularly and consistently monitoring and enforcing it.

Form 990, Part VI, Section C, Line 19

All legal and financial documents are retained at the organization's offices and available for any board member, director or other person making requests to see and review them.

Filing and Contact Details

Filer

Filer Name
Architectural Conservation Trust for
EIN
04-2614456
Phone
6177233383
Address
34 MAIN STREET EXTENSION NO 401, PLYMOUTH, MA 02360

Signing Officer

Name
James W Igoe
Title
President/exec Director
Phone
6177233383
Signed
2016-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James W Igoe
Formed
1976
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
21
Employees
0
Volunteers
0

Preparer

Firm
Bollus Lynch Llp
Address
89 SHREWSBURY STREET, WORCESTER, MA 01604
Preparer
Barbara E King
Phone
5087557107
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Revolving loan fund program - making loans available organizations for the preservation and renovations of historic structures in ma.

Financial Statement Notes

PART X, LINE 2:

Management annually reviews for uncertain tax positions along with any related interest and penalties and believes that the society has no uncertain tax positions that would have a material adverse effect, individually or in the aggregate upon the organization's statements of financial position, or the related statements of activities, or cash flows.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHAIR
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IRS990/GrossReceiptsAmt0151955
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt01156
IRS990/InterestGrp/TotalAmt01156
IRS990/InvestmentIncomeGrp/ExclusionAmt02832
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02832
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0329599
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0290458
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025000
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PRESERVE HISTORICALLY SIGNIFICANT PROPERTIES AND TO ENCOURAGE ADDITIONAL HISTORICALLY APPROPRIATE EFFORTS IN NEIGHBORHOODS OR COMMUNITIES BY PRIVATE INVESTORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt013638
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt014794
IRS990/NetAssetsOrFundBalancesBOYAmt0696983
IRS990/NetAssetsOrFundBalancesEOYAmt0611273
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-16927
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0104856
IRS990/OtherAssetsTotalGrp/EOYAmt0112242
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1FLY CLUB EXPENSE
IRS990/OtherExpensesGrp/Desc2EASEMENT REVIEW EXPENSE
IRS990/OtherExpensesGrp/Desc3ANNUAL REPORT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01040
IRS990/OtherExpensesGrp/ProgramServicesAmt0169600
IRS990/OtherExpensesGrp/ProgramServicesAmt117701
IRS990/OtherExpensesGrp/ProgramServicesAmt21891
IRS990/OtherExpensesGrp/TotalAmt0169600
IRS990/OtherExpensesGrp/TotalAmt117701
IRS990/OtherExpensesGrp/TotalAmt21891
IRS990/OtherExpensesGrp/TotalAmt31040
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt020000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES W IGOE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ACT LLC INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11623
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11623
IRS990/ProgSrvcAccomActy2Grp/Desc0LOAN FUNDING PROGRAM - MAKING 6% LOANS AVAILABLE TO ORGANIZATIONS FOR PROJECTS RESTORING HISTORIC BUILDINGS LISTED ON THE NATIONAL REGISTER IN MASSACHUSETTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03811
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01623
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt078000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01869
IRS990/PYOtherExpensesAmt0333434
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0392000
IRS990/PYRevenuesLessExpensesAmt0138435
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0333434
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0471869
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-68783
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt035000
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS CONTROLLED BY PRESERVATION MASS THROUGH COMMON BOARD MEMBERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION A,, LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222627697
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0176100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PRESERVATION MASS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0176100
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0195738
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-16927
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0112242
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATE
IRS990ScheduleD/RevenueNotReportedAmt0-16927
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0126955
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE UPON THE ORGANIZATION'S STATEMENTS OF FINANCIAL POSITION, OR THE RELATED STATEMENTS OF ACTIVITIES, OR CASH FLOWS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0112242
IRS990ScheduleD/TotalExpensesPerForm990Amt0195738
IRS990ScheduleD/TotalRevenuePerForm990Amt0126955
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0110028
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0195738
IRS990/ScheduleJRequiredInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$6.46$11.1$4.62
2023Detailed filing. Detailed filing data is available for this year.$77.3$0.46$76.8$0.15$0.10$0.06
2022Summary only. Only limited summary data is available for this year.$75.6$0.01$75.6$9.34$0.17$9.17
2021Summary only. Only limited summary data is available for this year.$66.4$0.01$66.4$5.78$0.12$5.66
2020Summary only. Only limited summary data is available for this year.$60.8$0.01$60.8$5.00$0.14$4.85
2019Summary only. Only limited summary data is available for this year.$56.0$0.03$55.9$2.43$0.41$2.02
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.03$0.38$0.13$0.26$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.12$0.20$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.31$0.28$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.13$0.20$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.70$0.47$0.33$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.05$0.54$0.07$0.21$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.12$0.62$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.06$0.55$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.07$0.70$0.14