Civic Intelligence

Nantucket Preservation Trust Inc.

990 • Fiscal year 2013 • EIN 04-3394648

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 12, 2014

55 Main St PO Box 158Nantucket, MA 02554

(508) 228-1387

Siviq Scores

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

Liabilities / Assets

50th percentile

0.05x

Higher debt load relative to assets than 50% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.07x

Higher debt load relative to revenue than 56% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

91st percentile

57%

Faster asset growth than 91% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

36th percentile

-1.2%

Faster revenue growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Up

$713,021

Up $258,207 (+57%) from 2012

Net Assets

Up

$675,689

Up $239,945 (+55%) from 2012

Liabilities

Up

$37,332

Up $18,262 (+96%) from 2012

Revenue

Down

$562,144

Down $6,881 (-1.2%) from 2012

Expenses

Up

$339,901

Up $22,354 (+7.0%) from 2012

Net Income

Down

$222,243

Down $29,235 (-12%) from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $165,801Liabilities 2010: $39,353Net Assets 2010: $126,4482010Assets 2011: $207,202Liabilities 2011: $29,072Net Assets 2011: $178,1302011Assets 2012: $454,814Liabilities 2012: $19,070Net Assets 2012: $435,7442012Assets 2013: $713,021Liabilities 2013: $37,332Net Assets 2013: $675,6892013Assets 2014: $870,371Liabilities 2014: $45,172Net Assets 2014: $825,1992014Assets 2015: $812,727Liabilities 2015: $52,863Net Assets 2015: $759,8642015Assets 2016: $977,928Liabilities 2016: $167,113Net Assets 2016: $810,8152016Assets 2017: $991,322Liabilities 2017: $60,287Net Assets 2017: $931,0352017Assets 2018: $923,213Liabilities 2018: $65,968Net Assets 2018: $857,2452018Assets 2019: $878,401Liabilities 2019: $23,112Net Assets 2019: $855,2892019Assets 2020: $1,030,949Liabilities 2020: $49,578Net Assets 2020: $981,3712020Assets 2021: $1,172,061Liabilities 2021: $112,452Net Assets 2021: $1,059,6092021Assets 2022: $1,065,419Liabilities 2022: $79,253Net Assets 2022: $986,1662022Assets 2023: $1,222,175Liabilities 2023: $154,328Net Assets 2023: $1,067,8472023Assets 2024: $1,868,447Liabilities 2024: $148,049Net Assets 2024: $1,720,3982024

Highlighted filing

2013

Assets$713,021
Liabilities$37,332
Net Assets$675,689

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $389,6762010Expenses 2011: $379,6172011Revenue 2012: $569,025Expenses 2012: $317,547Net Income 2012: $251,4782012Revenue 2013: $562,144Expenses 2013: $339,901Net Income 2013: $222,2432013Revenue 2014: $540,342Expenses 2014: $361,886Net Income 2014: $178,4562014Revenue 2015: $387,066Expenses 2015: $415,369Net Income 2015: -$28,3032015Revenue 2016: $449,818Expenses 2016: $420,588Net Income 2016: $29,2302016Revenue 2017: $602,002Expenses 2017: $521,897Net Income 2017: $80,1052017Revenue 2018: $533,558Expenses 2018: $568,897Net Income 2018: -$35,3392018Revenue 2019: $575,482Expenses 2019: $648,821Net Income 2019: -$73,3392019Revenue 2020: $689,216Expenses 2020: $488,036Net Income 2020: $201,1802020Revenue 2021: $544,862Expenses 2021: $518,403Net Income 2021: $26,4592021Revenue 2022: $572,664Expenses 2022: $541,326Net Income 2022: $31,3382022Revenue 2023: $562,659Expenses 2023: $549,056Net Income 2023: $13,6032023Revenue 2024: $1,103,549Expenses 2024: $541,624Net Income 2024: $561,9252024

Highlighted filing

2013

Revenue$562,144
Expenses$339,901
Net Income$222,243
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 12, 2014
Return Version
2013v3.0
Gross Receipts
$793,203
Mission and Program Overview

Mission

To educate and encourage property owners as to what is possible to preserve and protect the historical elements of their properties and to raise awareness of the community about the value of and need for historic architectural preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$246,962$491,013▲ $244,051
Savings and Temporary Cash Investments$154,685$188,534▲ $33,849
Prepaid Expenses and Deferred Charges$9,273$11,213▲ $1,940
Inventories for Sale or Use$18,758$9,900▼ $8,858
Cash and Non-Interest-Bearing Accounts$14,103$8,936▼ $5,167
Land, Buildings, and Equipment, Net$4,653$1,550▼ $3,103
Accounts Receivable$4,880$375▼ $4,505
Total Assets$454,814$713,021▲ $258,207
Other Assets Total$1,500$1,500→ $0
Liabilities
Deferred Revenue$12,187$24,237▲ $12,050
Accounts Payable and Accrued Expenses$6,883$13,095▲ $6,212
Total Liabilities$19,070$37,332▲ $18,262
Net Assets / Fund Balance
Temporarily Rstr Net Assets$200,504$353,010▲ $152,506
Unrestricted Net Assets$235,240$322,679▲ $87,439
Total Net Assets Fund Balance$435,744$675,689▲ $239,945
Total Liabilities and Net Assets / Fund Balance$454,814$713,021▲ $258,207

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,550$18,496$20,046
Other Securities$491,013--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christopher MortensonChairman
Kenneth BeaugrandPresident
David Sj BrownVice President
Carol KinsleyBoard Member
Caroline EllisBoard Member
Chris DallmusBoard Member
Esta-lee StoneBoard Member
Ethan McmorrowBoard Member
Kathy ArvayBoard Member
Lydia SussekBoard Member
Marcia RichardsBoard Member
Marie SussekBoard Member
Mark GodfreyBoard Member
Mary Helen FabacherBoard Member
Mary Randolph BallingerBoard Member
Michael KovnerBoard Member
Samuel BailyBoard Member
Suellen WardBoard Member
Susan Zises GreenBoard Member
Nancy ForsterPersonnel
Pam WallerSecretary
Thomas RichardsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$422,985
Program Service Revenue
$5,325
Investment Income
$25,734
Other Revenue
$108,100
All Other Contributions
$422,985
Change in Net Assets
$222,243

Audited Revenue Reconciliation

Revenue per Audited Statements
$562,144
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$17,702
Total Revenue per Audited Statements
$579,846
Total Revenue per Form 990
$562,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$189,753
Other Expenses$150,148
Total Fundraising Expense$74,763
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,876$35,370$38,298$160,544
Fees for Services Other$2,991$11,129$15,000$29,120
Occupancy$11,489$5,746$5,743$22,978
Payroll Taxes$8,769$3,570$3,866$16,205
All Other Expenses$9,199$5,012$1,032$15,243
Other Employee Benefits$7,037$2,865$3,102$13,004
Insurance-$11,454-$11,454
Fees for Services Accounting-$6,875-$6,875
Advertising$3,021-$3,021$6,042
Office Expenses$2,510$1,255$1,255$5,020
Other Expenses$10,313$3,337$3,446$3,337
Depreciation Depletion-$3,103-$3,103
Travel-$1,157-$1,157
Total Functional Expenses$167,256$97,882$74,763$339,901

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$339,901
Total Expenses per Audited Statements$339,901
Total Expenses per Form 990$339,901
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$155,437
Fundraising Direct Expenses$60,941
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$96,935$96,935$9,672$87,263
Event 1$58,502$58,502$9,815$48,687
Total Events$155,437$155,437$60,941$94,496
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
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
Yes
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 2

Board members marcia richards and treasurer thomas richards are married.

Form 990, Part VI, Section B, Line 11

The president & treasurer review the 990 for accruacy prior to submission.

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

Annual review with officers and directors.

Form 990, Part VI, Section B, Line 15A

Committee used experience level and knowledge of comparable non-profits in the area to determine the salary for executive director.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

EIN
04-3394648
Phone
5082281387

Signing Officer

Name
Thomas Richards
Title
Treasurer
Phone
5082281387
Signed
2014-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Richards
Formed
1997
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
22
Employees
5
Volunteers
78

Preparer

Preparer
Alan R Riendeau
Phone
5089844800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change from prior year

Raw XML AppendixShowing 400 of 577 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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IRS990/ActivityOrMissionDesc0TO EDUCATE AND ENCOURAGE PROPERTY OWNERS AS TO WHAT IS POSSIBLE TO PRESERVE AND PROTECT THE HISTORICAL ELEMENTS OF THEIR PROPERTIES AND TO RAISE AWARENESS OF THE COMMUNITY ABOUT THE VALUE OF AND NEED FOR HISTORIC ARCHITECTURAL PRESERVATION.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PERSONNEL
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt060941
IRS990/FundraisingGrossIncomeAmt0155437
IRS990/GainOrLossGrp/SecuritiesAmt014440
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0183959
IRS990/GrossReceiptsAmt0793203
IRS990/GrossSalesOfInventoryAmt014203
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt011454
IRS990/InsuranceGrp/TotalAmt011454
IRS990/InventoriesForSaleOrUseGrp/BOYAmt018758
IRS990/InventoriesForSaleOrUseGrp/EOYAmt09900
IRS990/InvestmentIncomeGrp/ExclusionAmt011294
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011294
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0246962
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0491013
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018496
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04653
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01550
IRS990/LandBldgEquipCostOrOtherBssAmt020046
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0169519
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EDUCATE AND ENCOURAGE PROPERTY OWNERS AS TO WHAT IS POSSIBLE TO PRESERVE AND PROTECT THE HISTORICAL ELEMENTS OF THEIR PROPERTIES AND TO RAISE AWARENESS OF THE COMMUNITY ABOUT THE VALUE OF AND NEED FOR HISTORIC ARCHITECTURAL PRESERVATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0435744
IRS990/NetAssetsOrFundBalancesEOYAmt0675689
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt014440
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014440
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt094496
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt094496
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt013604
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt013604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017702
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05743
IRS990/OccupancyGrp/ManagementAndGeneralAmt05746
IRS990/OccupancyGrp/ProgramServicesAmt011489
IRS990/OccupancyGrp/TotalAmt022978
IRS990/OfficeExpensesGrp/FundraisingAmt01255
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01255
IRS990/OfficeExpensesGrp/ProgramServicesAmt02510
IRS990/OfficeExpensesGrp/TotalAmt05020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01500
IRS990/OtherAssetsTotalGrp/EOYAmt01500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03102
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02865
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07037
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013004
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1PRINTING, REPRODUCTION
IRS990/OtherExpensesGrp/Desc2NEIGHBORHOOD BOOK SERIE
IRS990/OtherExpensesGrp/Desc3BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/FundraisingAmt03446
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07009
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13337
IRS990/OtherExpensesGrp/ProgramServicesAmt013234
IRS990/OtherExpensesGrp/ProgramServicesAmt111817
IRS990/OtherExpensesGrp/ProgramServicesAmt210313
IRS990/OtherExpensesGrp/TotalAmt023689
IRS990/OtherExpensesGrp/TotalAmt111817
IRS990/OtherExpensesGrp/TotalAmt210313
IRS990/OtherExpensesGrp/TotalAmt33337
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt038298
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035370
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt086876
IRS990/OtherSalariesAndWagesGrp/TotalAmt0160544
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03866
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03570
IRS990/PayrollTaxesGrp/ProgramServicesAmt08769
IRS990/PayrollTaxesGrp/TotalAmt016205
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09273
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011213
IRS990/PrincipalOfficerNm0THOMAS RICHARDS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL,HISTORY PR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05325
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0376245
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02702
IRS990/PYOtherExpensesAmt0157724
IRS990/PYOtherRevenueAmt0129031
IRS990/PYProgramServiceRevenueAmt061047
IRS990/PYRevenuesLessExpensesAmt0251478
IRS990/PYSalariesCompEmpBnftPaidAmt0159823
IRS990/PYTotalExpensesAmt0317547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0569025
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0222243
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt033369
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0154685
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0188534
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0420985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0376245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0289148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0270632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0227735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01584745
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011294
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02702
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01367
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0746
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07940
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0174965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0250782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0201471

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.15$1.72$1.10$0.54$0.56
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.15$1.07$0.56$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.08$0.99$0.57$0.54$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.11$1.06$0.54$0.52$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$0.69$0.49$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.02$0.86$0.58$0.65$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.07$0.86$0.53$0.57$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.06$0.93$0.60$0.52$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.17$0.81$0.45$0.42$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.05$0.76$0.39$0.42$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.05$0.83$0.54$0.36$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.68$0.56$0.34$0.22
2012Summary only. Only limited summary data is available for this year.$0.45$0.02$0.44$0.57$0.32$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.04$0.13$0.39