Civic Intelligence

Golden Ball Tavern Trust

990 • Fiscal year 2015 • EIN 04-6130583

Jan 01, 2015 to Dec 31, 2015 • Filed on Jan 28, 2016

Organization ProfileWWW.GOLDENBALLTAVERN.ORG
PO Box 223Weston, MA 02493

(781) 894-1751

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

40th percentile

$32,500

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

18th percentile

-6.6%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

62%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$3,567,297

Down $250,762 (-6.6%) from 2014

Net Assets

Down

$3,560,188

Down $252,291 (-6.6%) from 2014

Liabilities

Up

$7,109

Up $1,529 (+27%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin91st percentile

Revenue

Up

$241,812

Up $92,798 (+62%) from 2014

Expenses

Up

$124,848

Up $17,237 (+16%) from 2014

Net Income

Up

$116,964

Up $75,561 (+183%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,001,400Liabilities 2010: $5,808Net Assets 2010: $2,995,5922010Assets 2011: $3,008,202Liabilities 2011: $5,370Net Assets 2011: $3,002,8322011Assets 2012: $3,246,451Liabilities 2012: $5,379Net Assets 2012: $3,241,0722012Assets 2013: $3,626,118Liabilities 2013: $5,595Net Assets 2013: $3,620,5232013Assets 2014: $3,818,059Liabilities 2014: $5,580Net Assets 2014: $3,812,4792014Assets 2015: $3,567,297Liabilities 2015: $7,109Net Assets 2015: $3,560,1882015Assets 2016: $3,903,728Liabilities 2016: $9,195Net Assets 2016: $3,894,5332016Assets 2017: $4,431,943Liabilities 2017: $15,176Net Assets 2017: $4,416,7672017Assets 2018: $4,214,524Liabilities 2018: $8,738Net Assets 2018: $4,205,7862018Assets 2019: $4,902,584Liabilities 2019: $15,985Net Assets 2019: $4,886,5992019Assets 2020: $5,114,328Liabilities 2020: $9,978Net Assets 2020: $5,104,3502020Assets 2021: $5,715,444Liabilities 2021: $10,717Net Assets 2021: $5,704,7272021Assets 2022: $4,849,649Liabilities 2022: $8,870Net Assets 2022: $4,840,7792022Assets 2023: $5,343,188Liabilities 2023: $13,757Net Assets 2023: $5,329,4312023Assets 2024: $5,852,410Liabilities 2024: $22,025Net Assets 2024: $5,830,3852024

Highlighted filing

2015

Assets$3,567,297
Liabilities$7,109
Net Assets$3,560,188
Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $117,6322010Expenses 2011: $112,8002011Expenses 2012: $118,5952012Revenue 2013: $303,747Expenses 2013: $105,398Net Income 2013: $198,3492013Revenue 2014: $149,014Expenses 2014: $107,611Net Income 2014: $41,4032014Revenue 2015: $241,812Expenses 2015: $124,848Net Income 2015: $116,9642015Revenue 2016: $164,422Expenses 2016: $142,455Net Income 2016: $21,9672016Revenue 2017: $268,693Expenses 2017: $146,591Net Income 2017: $122,1022017Revenue 2018: $397,574Expenses 2018: $144,658Net Income 2018: $252,9162018Revenue 2019: $377,222Expenses 2019: $157,645Net Income 2019: $219,5772019Revenue 2020: $156,228Expenses 2020: $153,791Net Income 2020: $2,4372020Revenue 2021: $1,643,524Expenses 2021: $198,552Net Income 2021: $1,444,9722021Revenue 2022: $146,050Expenses 2022: $258,988Net Income 2022: -$112,9382022Revenue 2023: $195,037Expenses 2023: $313,085Net Income 2023: -$118,0482023Revenue 2024: $205,085Expenses 2024: $302,520Net Income 2024: -$97,4352024

Highlighted filing

2015

Revenue$241,812
Expenses$124,848
Net Income$116,964
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 28, 2016
Return Version
2015v2.1
Gross Receipts
$633,826
Mission and Program Overview

Mission

Preserving the golden ball tavern, listed on the national register of historic places, and serving as a museum and educational resource for the schools and for students of architecture and the decorative arts

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,288,548$3,046,516▼ $242,032
Land, Buildings, and Equipment, Net$495,244$486,421▼ $8,823
Savings and Temporary Cash Investments$24,106$23,897▼ $209
Prepaid Expenses and Deferred Charges$10,161$10,463▲ $302
Total Assets$3,818,059$3,567,297▼ $250,762
Liabilities
Accounts Payable and Accrued Expenses$5,580$7,109▲ $1,529
Total Liabilities$5,580$7,109▲ $1,529
Net Assets / Fund Balance
Unrestricted Net Assets$3,736,080$3,485,097▼ $250,983
Temporarily Rstr Net Assets$76,399$75,091▼ $1,308
Total Net Assets Fund Balance$3,812,479$3,560,188▼ $252,291
Total Liabilities and Net Assets / Fund Balance$3,818,059$3,567,297▼ $250,762

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$485,008$194,620$679,628
Equipment$1,413$33,935$35,348
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joan P Bines PhdExec. DirectFT$32,500$32,500

Board Members and Trustees

NameTitle
Daniel L QuinnChairman
Amy RiedelTrustee
Carolyn McguireTrustee
Francis W NewburyTrustee
Karen ValovcinTrustee
Kathryn ConradTrustee
Linda WisemanTrustee
Michelle RomanTrustee
Pamela W FoxTrustee
Polly SlavetTrustee
Travis PowellTrustee
William W Gallagher IiiTrustee
Frank P Conrad EsqClerk
D Bruce PetersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,357
Program Service Revenue
$510
Investment Income
$206,995
Other Revenue
$24,950
All Other Contributions
$1,332
Change in Net Assets
$116,964

Audited Revenue Reconciliation

Revenue per Audited Statements
$241,812
Revenue Not Reported on Form 990
$-369,255
Total Revenue per Audited Statements
$-127,443
Total Revenue per Form 990
$241,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,729
Salaries, Compensation, and Employee Benefits$35,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$32,500-$32,500
Occupancy$30,670--$30,670
Insurance-$15,468-$15,468
Depreciation Depletion$9,959--$9,959
Fees for Services Other-$9,063-$9,063
Fees for Services Accounting-$8,784-$8,784
Office Expenses$962$3,427-$4,389
Payroll Taxes-$2,619-$2,619
Information Technology-$1,304-$1,304
Advertising-$838-$838
Other Expenses$19$964-$19
Fees for Service Investment Mgmnt Fees-$8-$8
Total Functional Expenses$49,873$74,975$0$124,848

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$124,848
Total Expenses per Audited Statements$124,848
Total Expenses per Form 990$124,848
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,998
Fundraising Direct Expenses$18,148
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Antique Market$39,148$37,998$8,625$29,373
Total Events$39,148$37,998$18,148$19,850
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
-TrusteeInsurance ExpenseNo$15,468
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared by an independent accountant, reviewed by the chairman, and further reviewed by a member of the finance committee.”

Form 990, Page 6, Part VI, Line 15A

“Regarding salary for the executive director, a recommendation is made to the board of trustees, and is approved or modified by the trustees.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Golden Ball Tavern Trust
EIN
04-6130583
Phone
7818941751
Address
PO BOX 223, WESTON, MA 02493

Signing Officer

Name
D Bruce Peterson
Title
Treasurer
Phone
7818941751
Signed
2016-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Bruce Peterson
Formed
1964
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
12
Employees
1
Volunteers
40

Preparer

Firm
Worthington Hughes & Hoar Pc
Address
400 W CUMMINGS PARK STE 3000, WOBURN, MA 01801-6592
Preparer
Kevin E Worthington
Phone
7813053534
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

“The organization's collections include an historical building that is listed on the national register of historic places, and furnishings.”

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IRS990/MissionDesc0PRESERVING THE GOLDEN BALL TAVERN, LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND SERVING AS A MUSEUM AND EDUCATIONAL RESOURCE FOR THE SCHOOLS AND FOR STUDENTS OF ARCHITECTURE AND THE DECORATIVE ARTS
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019850
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CURATORIAL & EXHIBITS
IRS990/OtherExpensesGrp/Desc1OTHER EVENTS
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES ON INVEST'S
IRS990/OtherExpensesGrp/Desc3SYMPOSIUM & EDUCATION
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IRS990/OtherExpensesGrp/TotalAmt2964
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010161
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010463
IRS990/PrincipalOfficerNm0D BRUCE PETERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/Desc0MUSEUM ADMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0510
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYOtherExpensesAmt072240
IRS990/PYOtherRevenueAmt020764
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IRS990/PYRevenuesLessExpensesAmt041403
IRS990/PYSalariesCompEmpBnftPaidAmt035171
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IRS990/PYTotalRevenueAmt0149014
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0116964
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt05100
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0510
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024106
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023897
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010061
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058048
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0116883
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0125303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0112471
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt099173
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0579057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0207736
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0125227
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0116883
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0125303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0112471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt099173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0579057
IRS990ScheduleA/InvestmentIncomeCYPct00.69000
IRS990ScheduleA/InvestmentIncomePYPct00.66000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.31460
IRS990ScheduleA/PublicSupportPY509Pct00.33630
IRS990ScheduleA/PublicSupportTotal509Amt0265784
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047865
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050976
IRS990ScheduleA/Total509Grp/TotalAmt0265784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0173092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0166478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0188427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0166695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0150149
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0844841
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0340703
IRS990ScheduleD/BuildingsGrp/BookValueAmt0485008
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0194620
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0679628
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt01413
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033935
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035348
IRS990ScheduleD/ExpensesSubtotalAmt0124848
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-369255
IRS990ScheduleD/RevenueNotReportedAmt0-369255
IRS990ScheduleD/RevenueSubtotalAmt0241812
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S COLLECTIONS INCLUDE AN HISTORICAL BUILDING THAT IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND FURNISHINGS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0486421
IRS990ScheduleD/TotalExpensesPerForm990Amt0124848
IRS990ScheduleD/TotalRevenuePerForm990Amt0241812
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-127443
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0124848
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01150
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01150
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018148
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0947
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0947
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANTIQUE MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04996
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039148
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037998
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019850
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08625
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03580
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03580
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0WILLIAM GALLAGHER ASSOCIATES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine2Txt0INSURANCE BROKERS INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt015468
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INSURANCE EXPENSE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PLACED INSURANCE POLICIES WITH AN ENTITY THAT IS PARTIALLY OWNED BY A MEMBER OF THE BOARD OF TRUSTEES. THE TOTAL AMOUNT LISTED ABOVE REPRESENTS THE ORGANIZATION'S INSURANCE PREMIUMS INCURRED DURING THE YEAR. THE BOARD OF TRUSTEES HAS APPROVED THE TRANSACTION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, REVIEWED BY THE CHAIRMAN, AND FURTHER REVIEWED BY A MEMBER OF THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REGARDING SALARY FOR THE EXECUTIVE DIRECTOR, A RECOMMENDATION IS MADE TO THE BOARD OF TRUSTEES, AND IS APPROVED OR MODIFIED BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,567,297
Liabilities
$7,109
Net assets
$3,560,188
Revenue
$241,812
Expenses
$124,848
Net income
$116,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.85$0.02$5.83$0.21$0.30$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.01$5.33$0.20$0.31$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.85$0.01$4.84$0.15$0.26$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.72$0.01$5.70$1.64$0.20$1.44
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.01$5.10$0.16$0.15$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.90$0.02$4.89$0.38$0.16$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.01$4.21$0.40$0.14$0.25
2017Detailed filing. Detailed filing data is available for this year.$4.43$0.02$4.42$0.27$0.15$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.90$0.01$3.89$0.16$0.14$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.56$0.24$0.12$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.82$0.01$3.81$0.15$0.11$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$0.30$0.11$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.01$3.24$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.01$3.00$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.01$3.00$0.12
Peer Organizations

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