Civic Intelligence

The Bart Foundation Inc

990 • Fiscal year 2014 • EIN 20-3281228

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

PO Box 18501220

(413) 743-7311

Siviq Scores

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

Liabilities / Assets

88th percentile

0.87x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

5.49x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

98th percentile

156%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$7,036,650

Up $4,283,975 (+156%) from 2013

Net Assets

Up

$936,192

Up $258,454 (+38%) from 2013

Liabilities

Up

$6,100,458

Up $4,025,521 (+194%) from 2013

Revenue

$1,112,159

No earlier filing loaded for comparison.

Expenses

Up

$853,705

Up $625,758 (+275%) from 2013

Net Income

$258,454

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.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $6,115,970Liabilities 2011: $5,480,442Net Assets 2011: $635,5282011Assets 2012: $2,817,152Liabilities 2012: $2,069,118Net Assets 2012: $748,0342012Assets 2013: $2,752,675Liabilities 2013: $2,074,937Net Assets 2013: $677,7382013Assets 2014: $7,036,650Liabilities 2014: $6,100,458Net Assets 2014: $936,1922014Assets 2015: $2,858,110Liabilities 2015: $2,091,629Net Assets 2015: $766,4812015Assets 2016: $2,797,847Liabilities 2016: $2,092,972Net Assets 2016: $704,8752016Assets 2017: $2,847,753Liabilities 2017: $2,106,874Net Assets 2017: $740,8792017Assets 2018: $2,850,158Liabilities 2018: $2,105,262Net Assets 2018: $744,8962018Assets 2019: $2,815,252Liabilities 2019: $2,103,691Net Assets 2019: $711,5612019Assets 2020: $2,792,844Liabilities 2020: $2,115,196Net Assets 2020: $677,6482020Assets 2021: $342,604Liabilities 2021: $60,263Net Assets 2021: $282,3412021Assets 2022: $2,685,800Liabilities 2022: $3,311,564Net Assets 2022: -$625,7642022Assets 2023: $2,568,764Liabilities 2023: $3,271,513Net Assets 2023: -$702,7492023Assets 2024: $2,483,533Liabilities 2024: $3,232,213Net Assets 2024: -$748,6802024

Highlighted filing

2014

Assets$7,036,650
Liabilities$6,100,458
Net Assets$936,192

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $306,8232011Expenses 2012: $192,1012012Expenses 2013: $227,9472013Revenue 2014: $1,112,159Expenses 2014: $853,705Net Income 2014: $258,4542014Revenue 2015: $82,429Expenses 2015: $252,140Net Income 2015: -$169,7112015Revenue 2016: $129,608Expenses 2016: $191,214Net Income 2016: -$61,6062016Revenue 2017: $160,272Expenses 2017: $124,268Net Income 2017: $36,0042017Revenue 2018: $125,209Expenses 2018: $121,192Net Income 2018: $4,0172018Revenue 2019: $95,602Expenses 2019: $128,937Net Income 2019: -$33,3352019Revenue 2020: $50,555Expenses 2020: $84,468Net Income 2020: -$33,9132020Revenue 2021: $77,617Expenses 2021: $50,233Net Income 2021: $27,3842021Revenue 2022: $153,058Expenses 2022: $147,889Net Income 2022: $5,1692022Revenue 2023: $168,270Expenses 2023: $245,255Net Income 2023: -$76,9852023Revenue 2024: $140,436Expenses 2024: $186,367Net Income 2024: -$45,9312024

Highlighted filing

2014

Revenue$1,112,159
Expenses$853,705
Net Income$258,454
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$3,813,142
Mission and Program Overview

Mission

The purpose of the bart foundation is to enhance the educational opportunities of children in berkshire county, by supporting the berkshire arts and technology charter public school, and such other charter schools and education institutions fostering arts and technology based education, by collecting, maintaining, and distributing real property and money.

The purpose of the bart foundation is to enhance the educational opporturnities of children in berkshire county, by supporting the berkshire arts and technology charter public school, and such other charter schools and education institutions fostering arts and technology based education, by collecting, maintaining and distributing real property and money.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$4,241,887-
Investments Other Securities$2,479,296$2,483,347▲ $4,051
Pledges and Grants Receivable-$159,903-
Cash and Non-Interest-Bearing Accounts$158,484$24,634▼ $133,850
Prepaid Expenses and Deferred Charges$8,153$8,736▲ $583
Accounts Receivable$33,667$3,275▼ $30,392
Total Assets$2,752,675$7,036,650▲ $4,283,975
Other Assets Total$73,075$114,868▲ $41,793
Liabilities
Mortgage Notes Payable Secured by Investment Property-$3,945,404-
Tax Exempt Bond Liabilities$2,008,500$2,015,368▲ $6,868
Accounts Payable and Accrued Expenses$400$74,371▲ $73,971
Deferred Revenue$66,037$65,315▼ $722
Total Liabilities$2,074,937$6,100,458▲ $4,025,521
Net Assets / Fund Balance
Temporarily Rstr Net Assets$560,458$631,012▲ $70,554
Unrestricted Net Assets$117,280$305,180▲ $187,900
Total Net Assets Fund Balance$677,738$936,192▲ $258,454
Total Liabilities and Net Assets / Fund Balance$2,752,675$7,036,650▲ $4,283,975

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,483,347--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charley StevensonPresident and Clerk
Hugh DaleyTrustee
Jessica HarrisTrustee
Micah SingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$660,656
Program Service Revenue
$0
Investment Income
$253,306
Other Revenue
$198,197
All Other Contributions
$627,743
Change in Net Assets
$258,454

Audited Revenue Reconciliation

Revenue per Audited Statements
$886,515
Revenue Not Reported on Financial Statements
$225,644
Revenue Not Reported on Form 990
$16,481
Other Revenue Adjustments
$225,644
Total Revenue per Audited Statements
$902,996
Total Revenue per Form 990
$1,112,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$525,377
Other Expenses$328,328
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$525,377--$525,377
Interest$226,631--$226,631
Insurance$16,842--$16,842
Fees for Service Investment Mgmnt Fees$10,966$3,021-$13,987
Depreciation Depletion$13,964--$13,964
Fees for Services Accounting-$3,775-$3,775
Office Expenses-$286-$286
Other Expenses$35,045$135-$135
Total Functional Expenses$828,825$24,880$0$853,705

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$859,220
Total Expenses per Form 990$853,705
Expenses per Audited Statements$842,739
Expenses Not Reported on Form 990$16,481
Expenses Not Reported on Financial Statements$10,966
Other Expense Adjustments$10,966
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--501(c)(3)To Further the Mission of the School.$525,377
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,481
Fundraising Gross Income$0
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
Annual disclosure for covered persons
Yes
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
Yes
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 11

Each member of the board of trustees received a copy of the form 990 prior to their january 17, 2013 meeting for review. The form 990 was discussed, reviewed and accepted by the board during the meeting.

Form 990, Part VI, Section B, line 12C

Board members are required to sign a conflict of interest disclosure statement annually.

Form 990, Part VI, Section C, line 19

A request can be made of any foundation board member.

Form 990, Part VII

Hugh daley - 106 southworth street, williamstown, ma 01267. Jessica harris - 30 west 10th street, apt #4, new york city, ny 10011. Micah singer - 333 stratton road, williamstown, ma 01267. Charley stevenson - 1232 north hoosac road, williamstown, ma 01267.

Filing and Contact Details

Filer

EIN
20-3281228
Phone
4137437311

Signing Officer

Name
Charley Stevenson
Title
President
Phone
4137437311
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charley Stevenson
Formed
2005
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
30

Preparer

Preparer
Debra L Christensen
Phone
4139675936
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

Fundraising expenses 16481.

Part XI, Line 4B - Other Adjustments:

Investment expenses 10966. Inherent contribution 214678.

Part XII, Line 2D - Other Adjustments:

Fundraising expenses 16481.

Part XII, Line 4B - Other Adjustments:

Investment expenses 10966.

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IRS990ScheduleD/OtherExpensesNotIncludedAmt010966
IRS990ScheduleD/OtherRevenueAmt016481
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0225644
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02483347
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RESTRICTED DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt016481
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0225644
IRS990ScheduleD/RevenueSubtotalAmt0886515
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 16481.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES 10966. INHERENT CONTRIBUTION 214678.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 16481.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3INVESTMENT EXPENSES 10966.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02483347
IRS990ScheduleD/TotalExpensesPerForm990Amt0853705
IRS990ScheduleD/TotalRevenuePerForm990Amt01112159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0902996
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0859220
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0525377
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FURTHER THE MISSION OF THE SCHOOL.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10BERKSHIRE ARTS & TECHNOLOGY SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101 COMMERCIAL PALCE
IRS990ScheduleI/RecipientTable/USAddress/City0ADAMS
IRS990ScheduleI/RecipientTable/USAddress/State0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode001220
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MEMBER OF THE BOARD OF TRUSTEES RECEIVED A COPY OF THE FORM 990 PRIOR TO THEIR JANUARY 17, 2013 MEETING FOR REVIEW. THE FORM 990 WAS DISCUSSED, REVIEWED AND ACCEPTED BY THE BOARD DURING THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A REQUEST CAN BE MADE OF ANY FOUNDATION BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HUGH DALEY - 106 SOUTHWORTH STREET, WILLIAMSTOWN, MA 01267. JESSICA HARRIS - 30 WEST 10TH STREET, APT #4, NEW YORK CITY, NY 10011. MICAH SINGER - 333 STRATTON ROAD, WILLIAMSTOWN, MA 01267. CHARLEY STEVENSON - 1232 NORTH HOOSAC ROAD, WILLIAMSTOWN, MA 01267.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine10BART FOUNDATION INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine10BART INVESTMENT FUND LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0203233514
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt04310629
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0NEW MARKET TAX CREDIT FINANCING FOR BERKSHIRE ARTS & TECH. CHARTER SCHOOL
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0-44049
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine101 COMMERCIAL PLACE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City0ADAMNS
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode001220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10BERKSHIRE ARTS AND TECHNOLOGY CHARTER PUBLIC SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER PUBLIC SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101 COMMERCIAL STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0ADAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode001220
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt02008500
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt02015368
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0560458
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0631012
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02752675
IRS990/TotalAssetsEOYAmt07036650
IRS990/TotalAssetsGrp/BOYAmt02752675
IRS990/TotalAssetsGrp/EOYAmt07036650
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0660656
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024880
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0828825
IRS990/TotalFunctionalExpensesGrp/TotalAmt0853705
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02074937
IRS990/TotalLiabilitiesEOYAmt06100458
IRS990/TotalLiabilitiesGrp/BOYAmt02074937
IRS990/TotalLiabilitiesGrp/EOYAmt06100458
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0677738
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0936192
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0828825
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0198197
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0253306
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01112159
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02752675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07036650
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0117280
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0305180
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101232 NORTH HOOSAC ROAD
IRS990/USAddress/City0WILLIAMSTOWN
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode001267
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLEY STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04137437311
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE BART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0203281228
ReturnHeader/Filer/PhoneNum04137437311
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 185
ReturnHeader/Filer/USAddress/City0ADAMS
ReturnHeader/Filer/USAddress/State0MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$3.23$0.75$0.14$0.19$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$3.27$0.70$0.17$0.25$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.69$3.31$0.63$0.15$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.06$0.28$0.08$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.79$2.12$0.68$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.82$2.10$0.71$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.85$2.11$0.74$0.13$0.12$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$2.11$0.74$0.16$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.80$2.09$0.70$0.13$0.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.86$2.09$0.77$0.08$0.25$0.17
2014Detailed filing. Detailed filing data is available for this year.$7.04$6.10$0.94$1.11$0.85$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$2.07$0.68$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$2.07$0.75$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$5.48$0.64$0.31
Peer Organizations

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