Civic Intelligence

Nantucket Preservation Trust Inc.

990 • Fiscal year 2016 • EIN 04-3394648

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 22, 2017

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

68th percentile

0.17x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.37x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

59th percentile

6.5%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$977,928

Up $165,201 (+20%) from 2015

Net Assets

Up

$810,815

Up $50,951 (+6.7%) from 2015

Liabilities

Up

$167,113

Up $114,250 (+216%) from 2015

Revenue

Up

$449,818

Up $62,752 (+16%) from 2015

Expenses

Up

$420,588

Up $5,219 (+1.3%) from 2015

Net Income

Up

$29,230

Up $57,533 (+203%) from 2015

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

2016

Assets$977,928
Liabilities$167,113
Net Assets$810,815

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

2016

Revenue$449,818
Expenses$420,588
Net Income$29,230
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$543,004
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$558,992$609,653▲ $50,661
Savings and Temporary Cash Investments$220,617$291,721▲ $71,104
Prepaid Expenses and Deferred Charges$18,887$61,867▲ $42,980
Accounts Receivable$0$5,400▲ $5,400
Land, Buildings, and Equipment, Net$6,817$4,090▼ $2,727
Inventories for Sale or Use$5,833$3,696▼ $2,137
Cash and Non-Interest-Bearing Accounts$81$1▼ $80
Total Assets$812,727$977,928▲ $165,201
Other Assets Total$1,500$1,500→ $0
Liabilities
Deferred Revenue$39,763$145,680▲ $105,917
Accounts Payable and Accrued Expenses$13,100$21,433▲ $8,333
Total Liabilities$52,863$167,113▲ $114,250
Net Assets / Fund Balance
Temporarily Rstr Net Assets$408,261$436,930▲ $28,669
Unrestricted Net Assets$351,603$373,885▲ $22,282
Total Net Assets Fund Balance$759,864$810,815▲ $50,951
Total Liabilities and Net Assets / Fund Balance$812,727$977,928▲ $165,201

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,090$24,137$28,227
Other Securities$609,653--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kenneth BeaugrandChairman
David Sj BrownPresident
Anne TroutmanVice President
Michael EricksenVice President
Andrew ForsythBoard Member
Angus MacleodBoard Member
Barbara HalstedBoard Member
Carol KinsleyBoard Member
Dennis PerryBoard Member
Esta-lee StoneBoard Member
Marie SussekBoard Member
Mark GodfreyBoard Member
Mary-adair MacaireBoard Member
Maxwell MundyBoard Member
Michael KovnerBoard Member
Michelle ElzayBoard Member
Mickey RowlandBoard Member
Pam WallerBoard Member
Samuel BaileyBoard Member
Susan Zises GreenBoard Member
Caroline EllisSecretary
Alan ForsterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$268,848
Program Service Revenue
$30,827
Investment Income
$14,881
Other Revenue
$135,262
All Other Contributions
$268,848
Change in Net Assets
$29,230

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$44,019Broker Fair Market Value (FMV)
Total Noncash Contributions2$44,019-

Audited Revenue Reconciliation

Revenue per Audited Statements
$449,818
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$21,721
Total Revenue per Audited Statements
$471,539
Total Revenue per Form 990
$449,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$246,475
Other Expenses$174,113
Total Fundraising Expense$114,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$118,194$11,147$84,947$214,288
All Other Expenses$13,450$18,542$625$32,617
Occupancy$12,146$6,073$6,072$24,291
Payroll Taxes$9,615$907$6,911$17,433
Advertising$8,281-$8,281$16,562
Other Employee Benefits$8,138$767$5,849$14,754
Fees for Services Other$1,604$12,739-$14,343
Other Expenses$9,970$15,816-$9,970
Fees for Services Accounting-$7,425-$7,425
Office Expenses$3,631$1,815$1,815$7,261
Depreciation Depletion-$2,727-$2,727
Insurance-$2,288-$2,288
Total Functional Expenses$225,842$80,246$114,500$420,588

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$420,588
Total Expenses per Audited Statements$420,588
Total Expenses per Form 990$420,588
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$199,108
Fundraising Direct Expenses$90,334
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
August Fete$148,486$148,486$14,114$134,372
Kitchen Tour$25,759$25,759$13,076$12,683
Total Events$199,108$199,108$90,334$108,774
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 B, Line 11B

The president & treasurer review the 990 for accuracy 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

Filer Name
Nantucket Preservation Trust Inc
EIN
04-3394648
Phone
5082281387
Address
55 MAIN ST PO BOX 158, NANTUCKET, MA 02554

Signing Officer

Name
Alan Forster
Title
Treasurer
Phone
5082281387
Signed
2017-06-22
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Burke & Lamb Pc
Address
300 UNION ST, NEW BEDFORD, MA 02740
Preparer
Alan R Riendeau
Phone
5089844800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change from prior year

Financial Statement Notes

Part 2, Line 9

The costs of obtaining preservation easements are recorded as a program expense in the statement of activities.

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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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
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/TitleTxt21BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt090334
IRS990/FundraisingGrossIncomeAmt0199108
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0543004
IRS990/GrossSalesOfInventoryAmt029340
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02288
IRS990/InsuranceGrp/TotalAmt02288
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05833
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03696
IRS990/InvestmentIncomeGrp/ExclusionAmt014881
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014881
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0558992
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0609653
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024137
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06817
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04090
IRS990/LandBldgEquipCostOrOtherBssAmt028227
IRS990/LegalDomicileStateCd0MA
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/NetAssetsOrFundBalancesBOYAmt0759864
IRS990/NetAssetsOrFundBalancesEOYAmt0810815
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0108774
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0108774
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt026488
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt026488
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021721
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06072
IRS990/OccupancyGrp/ManagementAndGeneralAmt06073
IRS990/OccupancyGrp/ProgramServicesAmt012146
IRS990/OccupancyGrp/TotalAmt024291
IRS990/OfficeExpensesGrp/FundraisingAmt01815
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01815
IRS990/OfficeExpensesGrp/ProgramServicesAmt03631
IRS990/OfficeExpensesGrp/TotalAmt07261
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01500
IRS990/OtherAssetsTotalGrp/EOYAmt01500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05849
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0767
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08138
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014754
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1PRINTING, REPRODUCTION
IRS990/OtherExpensesGrp/Desc2SCHOLARSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc3EASEMENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015816
IRS990/OtherExpensesGrp/ProgramServicesAmt012732
IRS990/OtherExpensesGrp/ProgramServicesAmt115548
IRS990/OtherExpensesGrp/ProgramServicesAmt212533
IRS990/OtherExpensesGrp/ProgramServicesAmt39970
IRS990/OtherExpensesGrp/TotalAmt028548
IRS990/OtherExpensesGrp/TotalAmt115548
IRS990/OtherExpensesGrp/TotalAmt212533
IRS990/OtherExpensesGrp/TotalAmt39970
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt084947
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011147
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0118194
IRS990/OtherSalariesAndWagesGrp/TotalAmt0214288
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06911
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0907
IRS990/PayrollTaxesGrp/ProgramServicesAmt09615
IRS990/PayrollTaxesGrp/TotalAmt017433
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018887
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061867
IRS990/PrincipalOfficerNm0ALAN FORSTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL,HISTORY PR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030827
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030827
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0202824
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026982
IRS990/PYOtherExpensesAmt0197896
IRS990/PYOtherRevenueAmt0124900
IRS990/PYProgramServiceRevenueAmt032360
IRS990/PYRevenuesLessExpensesAmt0-28303
IRS990/PYSalariesCompEmpBnftPaidAmt0217473
IRS990/PYTotalExpensesAmt0415369
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0387066
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt029230
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt057315
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0220617
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0291721
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0270798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0202824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0337273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0420985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0376245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01608125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015694
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011294
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02702
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt065691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0259275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0245665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0201761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0174965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0250782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01132448
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014881
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015694
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021120

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