Civic Intelligence

The Curaterra Foundation

990PF • Fiscal year 2020 • EIN 20-1909615

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

335 Eagle RoadWayne, PA 19087

(484) 431-3073

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.9%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$7,588,352

Down $65,540 (-0.9%) from 2019

Net Assets

Down

$7,588,352

Down $65,540 (-0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$390,162

Down $99,552 (-20%) from 2019

Expenses

Down

$455,702

Down $65,344 (-13%) from 2019

Net Income

Down

-$65,540

Down $34,208 (-109%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $6,388,588Liabilities 2011: $02011Assets 2012: $6,696,228Liabilities 2012: $0Net Assets 2012: $6,696,2282012Assets 2013: $9,799,634Liabilities 2013: $0Net Assets 2013: $9,799,6342013Assets 2014: $6,741,697Liabilities 2014: $0Net Assets 2014: $6,741,6972014Assets 2015: $7,074,028Liabilities 2015: $0Net Assets 2015: $7,074,0282015Assets 2016: $6,986,027Liabilities 2016: $0Net Assets 2016: $6,986,0272016Assets 2017: $7,520,994Liabilities 2017: $0Net Assets 2017: $7,520,9942017Assets 2018: $7,691,275Liabilities 2018: $0Net Assets 2018: $7,691,2752018Assets 2019: $7,653,892Liabilities 2019: $0Net Assets 2019: $7,653,8922019Assets 2020: $7,588,352Liabilities 2020: $0Net Assets 2020: $7,588,3522020Assets 2021: $9,357,511Liabilities 2021: $0Net Assets 2021: $9,357,5112021Assets 2022: $9,271,018Liabilities 2022: $0Net Assets 2022: $9,271,0182022Assets 2023: $9,092,109Liabilities 2023: $0Net Assets 2023: $9,092,1092023Assets 2024: $9,287,839Liabilities 2024: $0Net Assets 2024: $9,287,8392024

Highlighted filing

2020

Assets$7,588,352
Liabilities$0
Net Assets$7,588,352

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $674,055Expenses 2011: $291,400Net Income 2011: $382,6552011Expenses 2012: $386,2672012Revenue 2013: $6,482,380Expenses 2013: $454,054Net Income 2013: $6,028,3262013Revenue 2014: $630,864Expenses 2014: $3,931,825Net Income 2014: -$3,300,9612014Revenue 2015: $651,990Expenses 2015: $319,659Net Income 2015: $332,3312015Revenue 2016: $215,103Expenses 2016: $296,763Net Income 2016: -$81,6602016Revenue 2017: $976,631Expenses 2017: $441,664Net Income 2017: $534,9672017Revenue 2018: $622,217Expenses 2018: $451,936Net Income 2018: $170,2812018Revenue 2019: $489,714Expenses 2019: $521,046Net Income 2019: -$31,3322019Revenue 2020: $390,162Expenses 2020: $455,702Net Income 2020: -$65,5402020Revenue 2021: $2,274,558Expenses 2021: $505,399Net Income 2021: $1,769,1592021Revenue 2022: $486,972Expenses 2022: $573,465Net Income 2022: -$86,4932022Revenue 2023: $282,640Expenses 2023: $461,549Net Income 2023: -$178,9092023Revenue 2024: $663,570Expenses 2024: $467,840Net Income 2024: $195,7302024

Highlighted filing

2020

Revenue$390,162
Expenses$455,702
Net Income-$65,540
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL A GUARINOChairman Of The Board-$0--
ERIC GUARINOPresident-$0--
DORIS LEISCHVice President-$0--
ANNA SUNNERGRENDirector-$0--
CHRISTOPHER GUARINODirector-$0--
KAREN GUARINO-EPPSSecretary-$0--
JULIANA GUARINOTreasurer-$0--
GREGORY EPPSVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Curaterra Foundation
EIN
20-1909615
Phone
4844313073
Address
335 EAGLE ROAD, WAYNE, PA 19087

Signing Officer

Name
Carl Guarino
Title
Chairman of the Board
Phone
4844313073
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Drucker & Scaccetti Pc
Address
1600 MARKET STREET SUITE 3300, PHILADELPHIA, PA 19103
Preparer
Joanne L Yeung CPA
Phone
2156653960
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11317849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1147005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11516842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1163711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1176790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACTIVISION BLIZZARD, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMDOCS LTD ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN NATIONAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ANTERO MIDSTREAM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BOOZ ALLEN HAMILTON HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BOSTON BEER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BRISTOL_MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BROADRIDGE FINANCIAL SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROWN-FORMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BUNGE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BWX TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CABOT OIL & GAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CAMPBELL SOUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CASEY'S GENERAL STORES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CBOE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHEMED CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CH ROBINSON WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHURCH & DWIGHT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CLOROX CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COMMERCE BANKSHARES INC/MO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33COSTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DOCUSIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DOMINO'S PIZZA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ELANCO ANIMAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ELI LILLY AND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ESTEE LAUDER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EXPEDITORS INTL WASH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EXTRA SPACE STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44F5 NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FLOWERS FOOD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GENTEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GOVERNMENT FUND (SEOXX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GRAND CANYON EDUCATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HAIN CELESTIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HAWAIIAN ELECTRIC INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HENRY SCHEIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HERBALIFE NUTRITION LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HERSHEY COMPANY/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58IONIS PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JACK HENRY & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JB HUNT TRANSPORT SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JM SMUCKER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JOHN WILEY & SONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MADISON SQUARE GARDEN CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MARKETAXESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MASIMO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MCCORMICK & CO INC/MD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MDU RESOURCES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MERCURY GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77METTLER-TOLEDO INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MORNINGSTAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NEWMONT MNG CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82NEW YORK TIMES CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84OLD DOMINION FREIGHT LINE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85OLLIE'S BARGAIN OUTLET HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PREMIER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PROGRESSIVE CORP/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90PUBLIC SERVICE ENTERPRISE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ROYAL GOLD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SEI EMERGING MARKETS DEBT FD(SITEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SEI EMERGING MARKETS EQUITY FD(SIEMX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SEI INTERNATIONAL EQUITY FUND(SEITX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SEI INVESTMENTS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SHERWIN-WILLIAMS CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99LARGE CAP FUND CLASS A (SLGAX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SMALL CAP FUND CLASS A (SLLAX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101US DOLLAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SPOTIFY TECHNOLOGY SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103TORO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104TRADEWEB MARKETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TYSON FOODS INC, CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106UGI CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107UNITED STATES CELLULAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109VERTIV HOLDINGS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110VIRTU FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113WEST PHARMACEUTICAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114WEST PHARMACEUTICAL SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115YUM CHINA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ZOOM VIDEO COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ZSCALER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SHIFT NEIGHBORHOOD FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0226753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0179413
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0208499
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-9568
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0378344
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0378344
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0208499
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0410000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0410000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0179278
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0179413
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-65540

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.66$0.47$0.20
2023Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.28$0.46$0.18
2022Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$0.49$0.57$0.09
2021Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$2.27$0.51$1.77
2020Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.39$0.46$0.07
2019Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.49$0.52$0.03
2018Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.62$0.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.98$0.44$0.53
2016Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.22$0.30$0.08
2015Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.65$0.32$0.33
2014Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.63$3.93$3.30
2013Detailed filing. Detailed filing data is available for this year.$9.80$0.00$9.80$6.48$0.45$6.03
2012Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.39
2011Summary only. Only limited summary data is available for this year.$6.39$0.00$0.67$0.29$0.38