Civic Intelligence

Forum Foundation

990PF • Fiscal year 2016 • EIN 20-3986056

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

3 Canal Plaza No 600Portland, ME 04101

(207) 553-9051

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

67th percentile

9.7%

Higher net margin than 67% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

100th percentile

1090%

Faster asset growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

122%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$68,322

Up $62,581 (+1090%) from 2015

Net Assets

Up

$58,538

Up $103,122 (+231%) from 2015

Liabilities

Down

$9,784

Down $40,541 (-81%) from 2015

Revenue

Up

$1,058,759

Up $582,630 (+122%) from 2015

Expenses

Up

$955,637

Up $49,709 (+5.5%) from 2015

Net Income

Up

$103,122

Up $532,921 (+124%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2011: $2,832,893Liabilities 2011: $4732011Assets 2012: $2,374,570Liabilities 2012: $13,8892012Assets 2013: $2,046,013Liabilities 2013: $10,410Net Assets 2013: $2,035,6032013Assets 2014: $395,338Liabilities 2014: $10,123Net Assets 2014: $385,2152014Assets 2015: $5,741Liabilities 2015: $50,325Net Assets 2015: -$44,5842015Assets 2016: $68,322Liabilities 2016: $9,784Net Assets 2016: $58,5382016Assets 2017: $2,545,193Liabilities 2017: $6,343Net Assets 2017: $2,538,8502017Assets 2018: $1,468,450Liabilities 2018: $15,544Net Assets 2018: $1,452,9062018Assets 2019: $3,627,736Liabilities 2019: $9,526Net Assets 2019: $3,618,2102019Assets 2020: $8,401,598Liabilities 2020: $2,930Net Assets 2020: $8,398,6682020Assets 2021: $8,316,575Liabilities 2021: $0Net Assets 2021: $8,316,5752021Assets 2022: $7,276,386Liabilities 2022: $17,989Net Assets 2022: $7,258,3972022Assets 2023: $6,818,902Liabilities 2023: $0Net Assets 2023: $6,818,9022023Assets 2024: $6,599,493Liabilities 2024: $0Net Assets 2024: $6,599,4932024

Highlighted filing

2016

Assets$68,322
Liabilities$9,784
Net Assets$58,538

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: -$8,059Expenses 2011: $149,830Net Income 2011: -$157,8892011Revenue 2012: -$76,996Expenses 2012: $394,743Net Income 2012: -$471,7392012Revenue 2013: $170,411Expenses 2013: $495,489Net Income 2013: -$325,0782013Revenue 2014: -$723,134Expenses 2014: $933,797Net Income 2014: -$1,656,9312014Revenue 2015: $476,129Expenses 2015: $905,928Net Income 2015: -$429,7992015Revenue 2016: $1,058,759Expenses 2016: $955,637Net Income 2016: $103,1222016Revenue 2017: $3,185,301Expenses 2017: $657,410Net Income 2017: $2,527,8912017Revenue 2018: $51,557Expenses 2018: $1,037,514Net Income 2018: -$985,9572018Revenue 2019: $3,010,237Expenses 2019: $1,067,552Net Income 2019: $1,942,6852019Revenue 2020: $5,239,847Expenses 2020: $648,640Net Income 2020: $4,591,2072020Revenue 2021: $37,220Expenses 2021: $464,233Net Income 2021: -$427,0132021Revenue 2022: $43,102Expenses 2022: $670,154Net Income 2022: -$627,0522022Revenue 2023: $35,361Expenses 2023: $797,769Net Income 2023: -$762,4082023Revenue 2024: $21,800Expenses 2024: $770,099Net Income 2024: -$748,2992024

Highlighted filing

2016

Revenue$1,058,759
Expenses$955,637
Net Income$103,122
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Y KefferPresidentPT$0--
Charles F JohnsonVice President & Treasurer-$0--
Richard J BerthyDirector & Vice President-$0--
Herbert Henryson IISecretary-$0--
Sonia BrooksAssistant VP & Assistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Forum Foundation
EIN
20-3986056
Phone
2075539051
Address
3 Canal Plaza No 600, Portland, ME 04101

Signing Officer

Name
John Y Keffer
Title
President
Phone
2075539051
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Joseph R Byrne CPA
Phone
2077752387
Raw XML AppendixShowing 400 of 475 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John Y Keffer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles F Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Richard J Berthy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Herbert Henryson II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Sonia Brooks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President & Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director & Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Assistant VP & Assistant Secretary
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd01
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0PM
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Sonia Brooks
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03 Canal Plaza Suite 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Portland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02074154668
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.forum-foundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Forum Foundation supports community development within Cocle Province, Panama, by creating opportunities that further education. In 2016 over 4,000 students at 17 schools benefited from Forum Foundation programs supporting classroom instruction; facility operation, maintenance & improvement; classroom equipment, supplies & services; food & food subsidies; student uniforms, dormitories & transportation; and teacher training & certification.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0168402
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0John Y Keffer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0787235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt01) To fund the operation of Forum Academy, an independent high school in Cocle Province, Panama;2) To provide support to elementary schools in the surrounding areas, to prepare students to attend the Academy, and3) To bring the top two students of Forum Academy to the United States for their senior year.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Forum Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0c/o DHL Centro Commercial Iguana al
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt0lado del super 99
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Penonome
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0PM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0787235
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02291
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0900864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0878666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0405647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0259465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03397988
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0953346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0900864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0878666
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0405647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0259465
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0955637
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0953346
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03397988
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02444642
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Forum Trust Holdings Corp 1
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Richard Berthy
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03 Canal Plaza
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt136 Newell Ridge Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Cumberland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd004101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd104021
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01006834
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt085
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt085
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage and Delivery
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Uniform Subsidy
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Food Subsidy
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Transportation Subsidy
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Computers
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Dormitories
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Dining Room/Kitchens
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Project Planning
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Computer Classes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Exam and Testing Costs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Folklore Classes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Panama Travel, Lodge, and Meals
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14Support Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15Licenses/Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16Electricity
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc17Miscellaneous Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc18Global Commons Student Travel
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc19Global Commons Student Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04424
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1807
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2825
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3248
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt434722
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt58633
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt62628
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81904
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt92565
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10251
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt114200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1221199
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1380
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1411090
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15359
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt164982
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1725
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt186915
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1949192
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.02$0.77$0.75
2023Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.04$0.80$0.76
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.02$7.26$0.04$0.67$0.63
2021Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.04$0.46$0.43
2020Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$5.24$0.65$4.59
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$3.01$1.07$1.94
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.45$0.05$1.04$0.99
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$3.19$0.66$2.53
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.01$0.06$1.06$0.96$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.05$0.04$0.48$0.91$0.43
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.72$0.93$1.66
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.01$2.04$0.17$0.50$0.33
2012Summary only. Only limited summary data is available for this year.$2.37$0.01$0.08$0.39$0.47
2011Summary only. Only limited summary data is available for this year.$2.83$0.00$0.01$0.15$0.16