Civic Intelligence

Alison Foundation

990PF • Fiscal year 2010 • EIN 20-0226054

Jan 01, 2010 to Dec 31, 2010 • Filed on May 13, 2011

42 Surfsong Rd29455
Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2010 filings • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

2010 filings • $5M-$10M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$6,899,549

No earlier filing loaded for comparison.

Net Assets

$6,899,549

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$320,275

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $6,899,549Liabilities 2010: $0Net Assets 2010: $6,899,5492010Assets 2011: $7,011,187Liabilities 2011: $0Net Assets 2011: $7,011,1872011Assets 2012: $7,332,502Liabilities 2012: $12012Assets 2013: $9,576,760Liabilities 2013: $0Net Assets 2013: $9,576,7602013Assets 2014: $9,479,744Liabilities 2014: $0Net Assets 2014: $9,479,7442014Assets 2015: $14,725,347Liabilities 2015: $0Net Assets 2015: $14,725,3472015Assets 2016: $15,014,828Liabilities 2016: $0Net Assets 2016: $15,014,8282016Assets 2017: $16,116,027Liabilities 2017: $0Net Assets 2017: $16,116,0272017Assets 2018: $16,577,896Liabilities 2018: $0Net Assets 2018: $16,577,8962018Assets 2019: $16,626,533Liabilities 2019: $0Net Assets 2019: $16,626,5332019Assets 2020: $19,392,070Liabilities 2020: $0Net Assets 2020: $19,392,0702020Assets 2021: $20,419,313Liabilities 2021: $12021Assets 2022: $20,922,096Liabilities 2022: $0Net Assets 2022: $20,922,0962022Assets 2023: $21,129,227Liabilities 2023: $12023Assets 2024: $22,943,771Liabilities 2024: $0Net Assets 2024: $22,943,7712024

Highlighted filing

2010

Assets$6,899,549
Liabilities$0
Net Assets$6,899,549

Operations Trend

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

$6.0M$4.0M$2.0M$0Expenses 2010: $320,2752010Expenses 2011: $414,0032011Revenue 2012: $650,727Expenses 2012: $411,600Net Income 2012: $239,1272012Revenue 2013: $2,727,779Expenses 2013: $635,022Net Income 2013: $2,092,7572013Revenue 2014: $889,034Expenses 2014: $690,725Net Income 2014: $198,3092014Revenue 2015: $5,261,191Expenses 2015: $1,007,006Net Income 2015: $4,254,1852015Revenue 2016: $1,875,428Expenses 2016: $1,403,803Net Income 2016: $471,6252016Revenue 2017: $2,080,891Expenses 2017: $1,022,374Net Income 2017: $1,058,5172017Revenue 2018: $1,627,608Expenses 2018: $1,142,230Net Income 2018: $485,3782018Revenue 2019: $1,744,587Expenses 2019: $1,683,302Net Income 2019: $61,2852019Revenue 2020: $3,468,744Expenses 2020: $1,118,182Net Income 2020: $2,350,5622020Revenue 2021: $2,421,482Expenses 2021: $1,390,587Net Income 2021: $1,030,8952021Revenue 2022: $2,149,339Expenses 2022: $1,569,129Net Income 2022: $580,2102022Revenue 2023: $1,855,976Expenses 2023: $1,350,405Net Income 2023: $505,5712023Revenue 2024: $3,208,521Expenses 2024: $1,801,191Net Income 2024: $1,407,3302024

Highlighted filing

2010

Revenue-
Expenses$320,275
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 13, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna M FieldingTrusteePT$0--
Ronald H FieldingTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To support the theatrical offerings and educational efforts of this regional theatre.PublicROCHESTER, NY, US$100,000
Paid Grant-To support the museum of photography and film.PublicRochester, NY, US$100,000
Paid Grant-To help provide need-based aid for qualified students and attracting and retaining the most qualified faculty.PublicAnnapolis, MD, US$50,000
Paid Grant-To support their mission of preparing youth for life's journey.PublicLexington, MA, US$50,000
Paid Grant-To help ensure that children and adults with disabilities can achieve their goals.PublicRALEIGH, NC, US$9,000
Paid Grant-To further the educational mission of the Academy.PublicROCHESTER, NY, US$5,000
Paid Grant-To support the organization dedicated to developing the audience for classical music.PublicCHARLESTON, SC, US$2,000
Paid Grant-Clinical Trials Research Program (CTRP) focuses on advancing the practice of medical care to improve health outcomes. Clinical trials investigators are practicing physicians who bridge the gap between research and clinical practice.PublicPASADENA, CA, US$1,000
Paid Grant-To help provide medical care for the uninsured.PublicJOHNS ISLAND, SC, US$1,000
Paid Grant-To support the educational endeavors of this four-year liberal arts college.PublicClinton, NY, US$1,000
Filing and Contact Details

Filer

EIN
20-0226054
Raw XML Appendix329 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss06945
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses043809
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY07629517
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets07097227
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0153856
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities06943371
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0106458
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0349538
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets06990769
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Donna M Fielding
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Ronald H Fielding
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1042 SURFSONG RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1142 SURFSONG RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Kiawah Island
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Kiaweh Island
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0SC
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Ronald Fielding
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08437685246
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1042 Surfsong Rd
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Kiaweh Island
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0SC
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IRS990PF/SupplementaryInformation/ContributingManager0Donna M Fielding
IRS990PF/SupplementaryInformation/ContributingManager1Ronald H Fielding
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount59000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount750000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount850000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Clinical Trials Research Program (CTRP) focuses on advancing the practice of medical care to improve health outcomes. Clinical trials investigators are practicing physicians who bridge the gap between research and clinical practice.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1To support the theatrical offerings and educational efforts of this regional theatre.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2To support the organization dedicated to developing the audience for classical music.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3To further the educational mission of the Academy.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4To help provide medical care for the uninsured.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5To help ensure that children and adults with disabilities can achieve their goals.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6To support the museum of photography and film.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7To help provide need-based aid for qualified students and attracting and retaining the most qualified faculty.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8To support their mission of preparing youth for life's journey.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9To support the educational endeavors of this four-year liberal arts college.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0CTRP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1GEVA THEATRE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2CHAMBER MUSIC OF CHARLESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3ST PAUL'S ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4BARRIER ISLAND FREE MED CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5UCP OF NC Easter Seals
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6George Eastman House
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7St John's College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8Agassiz Village
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9Hamilton College
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10100 South Los Robles 2nd Floor
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1313 VICK PARK B
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143226 MAYBANK HWY SUITE A-1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine155171 GLENWOOD AVE SUITE 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16900 East Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO Box 2800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18238 Bedford St Suite 8
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19198 College Hill Rd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PASADENA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CHARLESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4JOHNS ISLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5RALEIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Rochester
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Annapolis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Lexington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9Clinton
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode091101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode114607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode229416
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode314607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode429455
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode527612
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode614607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode721401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode802420
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode913323
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0319000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0319000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0342256
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1019579
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus019579
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY019579
IRS990PF/UndistributedIncome/QualifyingDistributions0319000
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover019579
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY03677
OtherExpensesSchedule/OtherExpenses/Description0NYS FILING FEES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0250
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0200226054
ReturnHeader/Filer/Name/BusinessNameLine10Alison Foundation
ReturnHeader/Filer/NameControl0ALIS
ReturnHeader/Filer/Phone08437685246
ReturnHeader/Filer/USAddress/AddressLine1042 Surfsong Rd
ReturnHeader/Filer/USAddress/City0Kiawah Island
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029455
ReturnHeader/Officer/DateSigned02011-05-13
ReturnHeader/Officer/Name0Ronald H Fielding
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WEALTH DESIGN SERVICES INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10940 WESTFALL ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROCHESTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode014618
ReturnHeader/Preparer/Name0Steven G Schwartz CPA
ReturnHeader/Preparer/Phone05854423230
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-13T06:02:51-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$3.21$1.80$1.41
2023Summary only. Only limited summary data is available for this year.$21.1$0.00$1.86$1.35$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$2.15$1.57$0.58
2021Summary only. Only limited summary data is available for this year.$20.4$0.00$2.42$1.39$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$3.47$1.12$2.35
2019Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.74$1.68$0.06
2018Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.63$1.14$0.49
2017Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.08$1.02$1.06
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.88$1.40$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$5.26$1.01$4.25
2014Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.89$0.69$0.20
2013Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$2.73$0.64$2.09
2012Summary only. Only limited summary data is available for this year.$7.33$0.00$0.65$0.41$0.24
2011Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.41
2010Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.32