Civic Intelligence

Emily Vail Educational Trust C/O Orange Bank & Trust

990 • Fiscal year 2024 • EIN 14-6087094

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 30, 2025

Organization ProfileN/A
PO Box 790Middletown, NY 10940

(845) 341-5039

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-54%

Higher net margin than 6% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$10,920

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 62.0% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-27%

Faster revenue growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$563,796

Down $9,581 (-1.7%) from 2023

Net Assets

Down

$563,796

Down $9,581 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin6th percentile

Revenue

Down

$17,604

Down $6,502 (-27%) from 2023

Expenses

Up

$27,185

Up $9,858 (+57%) from 2023

Net Income

Down

-$9,581

Down $16,360 (-241%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2011: $740,381Liabilities 2011: $0Net Assets 2011: $740,3812011Assets 2012: $746,978Liabilities 2012: $0Net Assets 2012: $746,9782012Assets 2013: $716,675Liabilities 2013: $0Net Assets 2013: $716,6752013Assets 2014: $697,524Liabilities 2014: $0Net Assets 2014: $697,5242014Assets 2015: $643,297Liabilities 2015: $0Net Assets 2015: $643,2972015Assets 2016: $633,118Liabilities 2016: $0Net Assets 2016: $633,1182016Assets 2017: $613,994Liabilities 2017: $0Net Assets 2017: $613,9942017Assets 2018: $603,220Liabilities 2018: $0Net Assets 2018: $603,2202018Assets 2019: $582,083Liabilities 2019: $0Net Assets 2019: $582,0832019Assets 2020: $573,482Liabilities 2020: $0Net Assets 2020: $573,4822020Assets 2021: $577,218Liabilities 2021: $0Net Assets 2021: $577,2182021Assets 2022: $566,598Liabilities 2022: $0Net Assets 2022: $566,5982022Assets 2023: $573,377Liabilities 2023: $0Net Assets 2023: $573,3772023Assets 2024: $563,796Liabilities 2024: $0Net Assets 2024: $563,7962024Assets 2025: $554,162Liabilities 2025: $0Net Assets 2025: $554,1622025

Highlighted filing

2024

Assets$563,796
Liabilities$0
Net Assets$563,796
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $26,6582011Expenses 2012: $17,2812012Revenue 2013: $2,982Expenses 2013: $33,285Net Income 2013: -$30,3032013Revenue 2014: -$2,155Expenses 2014: $16,996Net Income 2014: -$19,1512014Revenue 2015: $2,711Expenses 2015: $56,938Net Income 2015: -$54,2272015Revenue 2016: $6,530Expenses 2016: $16,709Net Income 2016: -$10,1792016Revenue 2017: $8,333Expenses 2017: $14,957Net Income 2017: -$6,6242017Revenue 2018: $6,445Expenses 2018: $17,219Net Income 2018: -$10,7742018Revenue 2019: $10,868Expenses 2019: $32,005Net Income 2019: -$21,1372019Revenue 2020: $8,749Expenses 2020: $17,350Net Income 2020: -$8,6012020Revenue 2021: $20,115Expenses 2021: $16,380Net Income 2021: $3,7352021Revenue 2022: $6,865Expenses 2022: $17,485Net Income 2022: -$10,6202022Revenue 2023: $24,106Expenses 2023: $17,327Net Income 2023: $6,7792023Revenue 2024: $17,604Expenses 2024: $27,185Net Income 2024: -$9,5812024Revenue 2025: $17,316Expenses 2025: $26,950Net Income 2025: -$9,6342025

Highlighted filing

2024

Revenue$17,604
Expenses$27,185
Net Income-$9,581
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 30, 2025
Return Version
2023v6.0
Gross Receipts
$37,494
Mission and Program Overview

Mission

Provide scholarship loans to graduates of warwick central school district to defray the cost of the first year of college education for deserving students,

Provide scholarship loans to graduates of warwick valley central school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$228,392$208,502▼ $19,890
Cash and Non-Interest-Bearing Accounts$178,903$205,454▲ $26,551
Other Notes and Loans Receivable, Net$166,082$149,840▼ $16,242
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$573,377$563,796▼ $9,581
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$573,377$563,796▼ $9,581
Total Liabilities and Net Assets / Fund Balance$573,377$563,796▼ $9,581

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$142,335--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth FilipowskiScholarship Loan SecretaryPT$10,920$10,920

Board Members and Trustees

NameTitle
John W GarciaChairperson & Board Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,604
Other Revenue
$0
Change in Net Assets
$-9,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,265
Salaries, Compensation, and Employee Benefits$10,920
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$10,920--$10,920
Fees for Services Other$9,340--$9,340
Fees for Service Investment Mgmnt Fees-$4,885-$4,885
Fees for Services Accounting-$1,730-$1,730
Office Expenses$310--$310
Total Functional Expenses$20,570$6,615$0$27,185
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
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
No
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

“Form 990 is reviewed by the chairperson and committee members prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available through request of the chairperson of the vail scholarship committee”

Filing and Contact Details

Filer

Filer Name
Emily Vail Educational Trust
EIN
14-6087094
Phone
8453415039
Address
PO BOX 790, MIDDLETOWN, NY 10940

Signing Officer

Name
Timothy J Holmes
Title
Business Superintendent
Phone
8459873000
Signed
2025-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy J Holmes
Formed
1979
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
633 ROUTE 211 EAST, MIDDLETOWN, NY 10941
Preparer
Bonnie Orr
Phone
9143818900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Prior period adjustment to correct loan balances: program service expenses 9,340. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,340.”

Raw XML Appendix297 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIP LOANS TO GRADUATES OF WARWICK VALLEY CENTRAL SCHOOL DISTRICT
IRS990/BooksInCareOfDetail/PersonNm0ELIZABETH FILIPOWSKI
IRS990/BooksInCareOfDetail/PhoneNum08452586053
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 51
IRS990/BooksInCareOfDetail/USAddress/CityNm0WARWICK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED $11,000 IN SCHOLARSHIP LOANS TO DESERVING GRADUATES FROM WARWICK VALLEY CENTRAL HIGH SCHOOL. SECRETARIAL EXPENSES INCURRED TO MANAGE AND COLLECT OUTSTANDING LOANS
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110920
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON & BOARD MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SCHOLARSHIP LOAN SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0110
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020000
IRS990/GrossReceiptsAmt037494
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndependentVotingMemberCnt00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt017494
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0228392
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019890
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SCHOLARSHIP LOANS TO GRADUATES OF WARWICK CENTRAL SCHOOL DISTRICT TO DEFRAY THE COST OF THE FIRST YEAR OF COLLEGE EDUCATION FOR DESERVING STUDENTS,
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0573377
IRS990/NetAssetsOrFundBalancesEOYAmt0563796
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0110
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0110
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0310
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0166082
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0149840
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PYTotalRevenueAmt024106
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IRS990/ReconcilationRevenueExpnssAmt0-9581
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRUSTEES ARE ALSO MEMBERS OF THE BOARD OF EDUCATION OF THE WARWICK VALLEY CENTRAL SCHOOL DISTRICT, THE MEMBERS OF THE SCHOLARSHIP COMMITTEE DO NOT CONSTITUTE A MAJORITY OF THE BOARD OF EDUCATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE EMILY VAIL EDUCATIONAL TRUST WAS FORMED TO SUPPORT GRADUATING STUDENTS OF THE WARWICK VALLEY CENTRAL SCHOOL DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION C TYPE II SUPPORTING ORGANIZATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION A ALL SUPPORTING ORGANIZATIONS
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1142335
IRS990ScheduleD/OtherSecuritiesGrp/Desc0T ROWE PRICE EQUITY INDEX 500
IRS990ScheduleD/OtherSecuritiesGrp/Desc1T ROWE PRICE SHORT TERM BOND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE CHAIRPERSON AND COMMITTEE MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE THROUGH REQUEST OF THE CHAIRPERSON OF THE VAIL SCHOLARSHIP COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT TO CORRECT LOAN BALANCES: PROGRAM SERVICE EXPENSES 9,340. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,340.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
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IRS990/SignificantNewProgramSrvcInd00
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IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt027185
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0563796
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IRS990/TotalVolunteersCnt00
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IRS990/USAddress/ZIPCd010990
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HOLMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08459873000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMILY VAIL EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ORANGE COUNTY TRUST CO-TRUST DEPT
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0146087094
ReturnHeader/Filer/PhoneNum08453415039
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 790
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010940
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873231666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0633 ROUTE 211 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010941
ReturnHeader/PreparerPersonGrp/PhoneNum09143818900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE ORR
ReturnHeader/ReturnTs02025-02-06T08:04:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$563,796
Liabilities
$0
Net assets
$563,796
Revenue
$17,604
Expenses
$27,185
Net income
-$9,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.17$0.27$0.10
2024Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.18$0.27$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.24$0.17$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.07$0.17$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.20$0.16$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.09$0.17$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.11$0.32$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.06$0.17$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.08$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.07$0.17$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.03$0.57$0.54
2014Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.02$0.17$0.19
2013Summary only. Only limited summary data is available for this year.$7.17$0.00$7.17$0.03$0.33$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$0.00$7.47$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.00$7.40$0.27