Civic Intelligence

Jonathan Edwards Trust

990 • Fiscal year 2022 • EIN 06-6084676

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 30, 2023

Organization ProfileN/A
68 High St Jonathan Edwrd College HNew Haven, CT 06511

(203) 432-0380

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

42nd percentile

0.05x

Higher debt load relative to revenue than 42% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

57th percentile

11%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.6%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,718,815

Down $162,736 (-8.6%) from 2021

Net Assets

Down

$1,711,309

Down $146,704 (-7.9%) from 2021

Liabilities

Down

$7,506

Down $16,032 (-68%) from 2021

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin57th percentile

Revenue

Down

$149,185

Down $19,848 (-12%) from 2021

Expenses

Up

$133,338

Up $75,538 (+131%) from 2021

Net Income

Down

$15,847

Down $95,386 (-86%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $921,716Liabilities 2010: $0Net Assets 2010: $921,7162010Assets 2011: $987,565Liabilities 2011: $0Net Assets 2011: $987,5652011Assets 2012: $996,973Liabilities 2012: $0Net Assets 2012: $996,9732012Assets 2013: $1,103,957Liabilities 2013: $0Net Assets 2013: $1,103,9572013Assets 2014: $1,171,497Liabilities 2014: $0Net Assets 2014: $1,171,4972014Assets 2015: $1,168,557Liabilities 2015: $0Net Assets 2015: $1,168,5572015Assets 2016: $1,189,095Liabilities 2016: $0Net Assets 2016: $1,189,0952016Assets 2017: $1,231,277Liabilities 2017: $0Net Assets 2017: $1,231,2772017Assets 2018: $1,211,917Liabilities 2018: $0Net Assets 2018: $1,211,9172018Assets 2019: $1,349,408Liabilities 2019: $0Net Assets 2019: $1,349,4082019Assets 2020: $1,556,531Liabilities 2020: $0Net Assets 2020: $1,556,5312020Assets 2021: $1,881,551Liabilities 2021: $23,538Net Assets 2021: $1,858,0132021Assets 2022: $1,718,815Liabilities 2022: $7,506Net Assets 2022: $1,711,3092022Assets 2023: $1,676,090Liabilities 2023: $0Net Assets 2023: $1,676,0902023Assets 2024: $1,930,816Liabilities 2024: $600Net Assets 2024: $1,930,2162024

Highlighted filing

2022

Assets$1,718,815
Liabilities$7,506
Net Assets$1,711,309
Open 2022 Filing

Operations Trend

Revenue Growth25th percentile

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

$300K$200K$100K$0Revenue 2010: $45,228Expenses 2010: $40,000Net Income 2010: $5,2282010Expenses 2011: $8982011Expenses 2012: $83,8502012Revenue 2013: $66,370Expenses 2013: $47,499Net Income 2013: $18,8712013Revenue 2014: $87,088Expenses 2014: $47,386Net Income 2014: $39,7022014Revenue 2015: $121,320Expenses 2015: $100,360Net Income 2015: $20,9602015Revenue 2016: $85,501Expenses 2016: $62,244Net Income 2016: $23,2572016Revenue 2017: $81,226Expenses 2017: $74,871Net Income 2017: $6,3552017Revenue 2018: $102,427Expenses 2018: $80,209Net Income 2018: $22,2182018Revenue 2019: $96,316Expenses 2019: $64,449Net Income 2019: $31,8672019Revenue 2020: $133,232Expenses 2020: $48,842Net Income 2020: $84,3902020Revenue 2021: $169,033Expenses 2021: $57,800Net Income 2021: $111,2332021Revenue 2022: $149,185Expenses 2022: $133,338Net Income 2022: $15,8472022Revenue 2023: $106,150Expenses 2023: $102,479Net Income 2023: $3,6712023Revenue 2024: $284,239Expenses 2024: $71,124Net Income 2024: $213,1152024

Highlighted filing

2022

Revenue$149,185
Expenses$133,338
Net Income$15,847
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 30, 2023
Return Version
2022v5.0
Gross Receipts
$416,632
Mission and Program Overview

Mission

Support of educational activities at Jonathan Edwards College and other components of Yale University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,858,013$1,711,309▼ $146,704
Investments Other Securities$1,709,451$1,620,073▼ $89,378
Savings and Temporary Cash Investments$147,069$95,624▼ $51,445
Cash and Non-Interest-Bearing Accounts$25,031$3,118▼ $21,913
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,881,551$1,718,815▼ $162,736
Other Assets Total-$0-
Liabilities
Other Liabilities$23,538$7,506▼ $16,032
Total Liabilities$23,538$7,506▼ $16,032
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,858,013$1,711,309▼ $146,704
Total Liabilities and Net Assets / Fund Balance$1,881,551$1,718,815▼ $162,736

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,709,451-▼ $17,854$70,094$1,620,073
2021$1,428,347-▲ $346,198$63,792$1,709,451
2020$1,279,437-▲ $212,284$62,107$1,428,347
2019$1,145,851-▲ $194,691$59,883$1,279,437
2018$1,182,990-▲ $48,318$84,320$1,145,851
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Eve RiceChair + Trustee
Suhnne AhnSecy + Trustee
Deborah RoseTreas + Trustee
David LeonhardtTrustee
Douglas CrowleyTrustee
Gary HallerTrustee
Jonathan DachTrustee
Mark RyanTrustee
Masu HaqueTrustee
Michael S Barr to May 2022Trustee
David P CalleoTrusteeEmeritus
Mark Saltzman to June 2022Ex officio
Paul North from July 2022Ex officio
Miko McGintyVice CHR + TTEE
Revenue and Support

Revenue Composition

Contributions and Grants
$4,449
Program Service Revenue
$0
Investment Income
$144,736
Other Revenue
$0
All Other Contributions
$4,449
Change in Net Assets
$15,847

Audited Revenue Reconciliation

Revenue per Audited Statements
$149,185
Revenue Not Reported on Form 990
$-162,551
Total Revenue per Audited Statements
$-13,366
Total Revenue per Form 990
$149,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,492
Other Expenses$21,846
Total Fundraising Expense$3,815
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,492--$111,492
Fees for Services Other$3,487$6,975$3,488$13,950
Fees for Services Accounting-$3,000-$3,000
Fees for Service Investment Mgmnt Fees-$1,431-$1,431
Information Technology-$212-$212
Other Expenses$746$181$327$181
Total Functional Expenses$117,724$11,799$3,815$133,338

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$133,338
Total Expenses per Audited Statements$133,338
Total Expenses per Form 990$133,338
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale U JE CollegeNew Haven, CT501(c)(3)Support of educational programs$111,492
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
-Trustee's co.Admin support costNo$13,950

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Exchange - reimbursements$7,505
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
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, Part VI, Section B, Line 11B

“The trustees have engaged a CPA, to assist with the accounting and preparation of Form 990. The Form 990 is prepared by the CPA, then reviewed with the Treasurer and Chair, before being provided to the Trustees and electronically filed with IRS.”

Form 990, Part VI, Section C, Line 19

“The Trust makes its governing documents and financial statements available to the public in accordance with the requirements of state law.”

Filing and Contact Details

Filer

Filer Name
Jonathan Edwards Trust
EIN
06-6084676
Phone
2034320380
Address
68 High St Jonathan Edwrd College H, New Haven, CT 06511

Signing Officer

Name
Deborah Rose
Title
Treasurer
Signed
2023-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Rice Chair
Formed
1966
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107
Preparer
Adam P Cohen
Phone
8605216400
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Income from the endowment is used to fund grants and projects to support the educational activities of Jonathan Edwards College of Yale University. Line 1e, other expenditures, is spendable income distributed from the endowment account, based on Yale's endowment spending policy, not necessarily the amounts expended by the Trust in the same year. In 2018 Yale changed from annual to quarterly distributions. In 2019 Yale reverted to annual distributions. Distributions in 2018 are effectively for 6 quarters; 4 quarters thereafter.”

Raw XML AppendixShowing 400 of 584 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/Form990PartVIISectionAGrp/PersonNm4Gary Haller
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IRS990/Form990PartVIISectionAGrp/PersonNm9Jonathan Dach
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IRS990/Form990PartVIISectionAGrp/PersonNm11David P Calleo
IRS990/Form990PartVIISectionAGrp/PersonNm12Paul North from July 2022
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chr + TTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treas + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secy + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Ex officio
IRS990/Form990PartVIISectionAGrp/TitleTxt13Ex officio
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IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support of educational activities at Jonathan Edwards College and other components of Yale University.
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0Graphic design and printing
IRS990/OtherExpensesGrp/Desc1Shipping of books
IRS990/OtherExpensesGrp/Desc2Premiums
IRS990/OtherExpensesGrp/Desc3Bank and PayPal charges
IRS990/OtherExpensesGrp/FundraisingAmt0327
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0181
IRS990/OtherExpensesGrp/ProgramServicesAmt01999
IRS990/OtherExpensesGrp/ProgramServicesAmt1746
IRS990/OtherExpensesGrp/TotalAmt01999
IRS990/OtherExpensesGrp/TotalAmt1746
IRS990/OtherExpensesGrp/TotalAmt2327
IRS990/OtherExpensesGrp/TotalAmt3181
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IRS990/OtherLiabilitiesGrp/EOYAmt07506
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0Eve Rice Chair
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Grant in support of the Jonathan Edwards Press.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06400
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06400
IRS990/ProgSrvcAccomActy3Grp/Desc0The Trust incurred expenses for graphic design, editing, postage and delivery following the reprinting of the the Jonathan Edwards College history in 2021. Social media engagement of college alumni and students.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06324
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013072
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0155961
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt057800
IRS990/PYRevenuesLessExpensesAmt0111233
IRS990/PYTotalExpensesAmt057800
IRS990/PYTotalRevenueAmt0169033
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0147069
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095624
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustees of the Jonathan Edwards Trust are self-perpetuating, under the terms of the trust indenture. The Head of Jonathan Edwards College ("Head of CollegeX or "Head"), a Yale University employee who is appointed by the President of Yale University, serves as an ex-officio member of the Trust's Board of Trustees. The Head of College is included in all substantive decisions through close and continuous email or telephone conversations, in addition to attending the annual Board of Trustee meetings. The Trust's annual grant to Yale University is is paid to the Head of College's account and spent in accordance with the priorities and budget established by the Head of College in consultation with the Trustees. As disclosed in Program Service Accomplishments (Part III, Line 4b) and in Sch. R, there was no cash grant to Yale University during 2021. During 2020 and 2021, the Trust, however, completed the publication of the Jonathan Edwards College history and distributed the book to alumni and students. Through June 2021, one Trustee also served as a trustee of the Yale Corporation, which is Yale University's governing Board. The dual appointment is coincidental, as the Trustee of the Trust had been elected prior to her election to the Yale Corporation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust invests its assets substantially in the endowment pool managed by, and in the custody of, the University, i.e., "The Yale Endowment". The University distributes to the Trust in accordance with the University's spending policy. The Trust's spending is consistent with the University's spending policy.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Annual grants from the Jonathan Edwards Trust support activities of Jonathan Edwards College, a component residential college of Yale University. The Head of Jonathan Edwards College uses the grants to fund various student activities at the College. Support of educational programs operated by or in cooperation with Jonathan Edwards College, including promotion of attendance by students at off-campus artistic and cultural events in the company of Fellows of the College, and sessions over meals devoted to advising and counseling of students by administrators of the College. The Trust receives reports from the Head of Jonathan Edwards College on the expenditures of funds granted to the College and on the program services supported by these expenditures. In 2021, the Trust expended $42,269 in a second printing, distribution and related costs in the publication of a history of Jonathan Edwards College, the support of an intern in the Jonathan Edwards Press, as well as communications,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yale Univ-Jonathan Edwards College
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01620073
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17854
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt070094
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01428347
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01709451
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0346198
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt063792
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01267
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01279437
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01428347
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0212284
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt062107
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01222
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01145851
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01279437
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0194691
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt059883
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01137
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01182990
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01145851
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048318
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt084320
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,718,815
Liabilities
$7,506
Net assets
$1,711,309
Revenue
$149,185
Expenses
$133,338
Net income
$15,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.28$0.07$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.15$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.02$1.86$0.17$0.06$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.10$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.00
2010Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.05$0.04$0.01