Civic Intelligence

Baldwin Research Institute Inc.

990 • Fiscal year 2020 • EIN 22-3250064

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization ProfileWWW.BALDWINRESEARCH.COM
9 Market St 4Amsterdam, NY 12010

(518) 842-2204

Siviq Scores

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

Liabilities / Assets

97th percentile

1.62x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

4.81x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-53%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$66,325

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$1,981,822

Down $283,641 (-13%) from 2019

Net Assets

Down

-$1,219,665

Down $444,116 (-57%) from 2019

Liabilities

Up

$3,201,487

Up $160,475 (+5.3%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin7th percentile

Revenue

Down

$665,766

Down $225,887 (-25%) from 2019

Expenses

Down

$1,019,533

Down $224,998 (-18%) from 2019

Net Income

Down

-$353,767

Down $889 (-0.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$4.0M$2.0M$0-$2.0MAssets 2010: $3,189,486Liabilities 2010: $3,489,907Net Assets 2010: -$300,4212010Assets 2011: $3,286,665Liabilities 2011: $3,302,378Net Assets 2011: -$15,7132011Assets 2012: $3,465,361Liabilities 2012: $3,484,509Net Assets 2012: -$19,1482012Assets 2013: $3,497,560Liabilities 2013: $3,309,181Net Assets 2013: $188,3792013Assets 2014: $3,639,449Liabilities 2014: $3,210,100Net Assets 2014: $429,3492014Assets 2015: $3,538,943Liabilities 2015: $3,206,433Net Assets 2015: $332,5102015Assets 2016: $3,024,730Liabilities 2016: $3,123,352Net Assets 2016: -$98,6222016Assets 2017: $2,488,644Liabilities 2017: $2,779,080Net Assets 2017: -$290,4362017Assets 2018: $2,301,157Liabilities 2018: $2,655,816Net Assets 2018: -$354,6592018Assets 2019: $2,265,463Liabilities 2019: $3,041,012Net Assets 2019: -$775,5492019Assets 2020: $1,981,822Liabilities 2020: $3,201,487Net Assets 2020: -$1,219,6652020Assets 2021: $1,873,624Liabilities 2021: $2,803,578Net Assets 2021: -$929,9542021Assets 2022: $1,599,358Liabilities 2022: $2,867,477Net Assets 2022: -$1,268,1192022

Highlighted filing

2020

Assets$1,981,822
Liabilities$3,201,487
Net Assets-$1,219,665
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $4,796,519Expenses 2010: $4,952,033Net Income 2010: -$155,5142010Revenue 2011: $5,175,773Expenses 2011: $4,847,712Net Income 2011: $328,0612011Revenue 2012: $5,101,645Expenses 2012: $4,870,830Net Income 2012: $230,8152012Revenue 2013: $5,457,342Expenses 2013: $5,059,966Net Income 2013: $397,3762013Revenue 2014: $5,324,902Expenses 2014: $5,083,932Net Income 2014: $240,9702014Revenue 2015: $5,178,729Expenses 2015: $5,275,568Net Income 2015: -$96,8392015Revenue 2016: $4,621,944Expenses 2016: $5,053,076Net Income 2016: -$431,1322016Revenue 2017: $3,683,040Expenses 2017: $3,874,854Net Income 2017: -$191,8142017Revenue 2018: $2,137,028Expenses 2018: $2,201,251Net Income 2018: -$64,2232018Revenue 2019: $891,653Expenses 2019: $1,244,531Net Income 2019: -$352,8782019Revenue 2020: $665,766Expenses 2020: $1,019,533Net Income 2020: -$353,7672020Revenue 2021: -$137,727Expenses 2021: $1,008,242Net Income 2021: -$1,145,9692021Revenue 2022: $503,297Expenses 2022: $810,563Net Income 2022: -$307,2662022

Highlighted filing

2020

Revenue$665,766
Expenses$1,019,533
Net Income-$353,767
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.0
Gross Receipts
$726,057
Mission and Program Overview

Mission

The st jude research and education program of baldwin research instutute is a constantly evolving curriculum offered through classes over six weeks at twin rivers retreat and 4 weeks at the executive retreat. Classes are for the purpose of teaching guests an alternative non-medical based way in which they can move beyond substance use problems. Individuals enrolled attend classes with trained presenters 2 times per day, 5 days per week. Additional classes throughout the week teach focus electives, which are classes aimed towards helping guests deal with specific educational, employment, and lifestyle challenges. Social activities are coordinated during the evening hours. A day class option is available to individuals in the new york city area as well as a home study program which is a self-paced option individuals can

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,203,664$1,938,026▼ $265,638
Loans From Officers Directors$52,869--
Inventories for Sale or Use$26,788$28,446▲ $1,658
Cash and Non-Interest-Bearing Accounts$14,559$8,326▼ $6,233
Accounts Receivable$17,845$3,741▼ $14,104
Prepaid Expenses and Deferred Charges$2,507$3,283▲ $776
Savings and Temporary Cash Investments$100$0▼ $100
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$2,265,463$1,981,822▼ $283,641
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,973,545$1,807,969▼ $165,576
Accounts Payable and Accrued Expenses$790,109$930,082▲ $139,973
Unsecured Notes Loans Payable$133,309$323,499▲ $190,190
Other Liabilities$91,180$139,937▲ $48,757
Total Liabilities$3,041,012$3,201,487▲ $160,475
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-775,549$-1,219,665▼ $444,116
Total Net Assets Fund Balance$-775,549$-1,219,665▼ $444,116
Total Liabilities and Net Assets / Fund Balance$2,265,463$1,981,822▼ $283,641

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,988,512$3,132,689$5,121,201
Buildings$-50,486$-17,700$-68,186
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle DunbarExecutive DirectorFT$44,886$44,886
Gerald BrownSenior Consult.FT$37,759$37,759

Board Members and Trustees

NameTitle
Mark ScheerenChairman
Ryan SchwantesPresident & CEO
Daniel LaginessTrustee
Lawrence DudaTrustee
Kirkham CornwellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$11,264
Program Service Revenue
$568,222
Investment Income
$24,222
Other Revenue
$62,058
All Other Contributions
$11,264
Change in Net Assets
$-353,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$580,150
Other Expenses$439,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$175,738$86,558-$262,296
Current Officers, Directors, Trustees, and Key Employees$135,489$66,733-$202,222
Depreciation Depletion$127,824$42,608-$170,432
Occupancy$59,660$19,887-$79,547
Other Employee Benefits$50,546$16,848-$67,394
Payroll Taxes$36,179$12,059-$48,238
Advertising$34,411$11,470-$45,881
All Other Expenses$19,146$6,382-$25,528
Insurance$17,500$5,833-$23,333
Office Expenses$15,534$5,178-$20,712
Other Expenses$6,125$2,042-$8,167
Fees for Services Other$2,787$929-$3,716
Fees for Services Legal$1,265$421-$1,686
Fees for Services Accounting$675$225-$900
Travel$369$123-$492
Total Functional Expenses$727,490$292,043$0$1,019,533
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$52,869--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$109,578
Unearned Revenue$30,359
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“A copy of the form 990 is provided to board members for review prior to filing. Organization management also reviews and signs the form 990 prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“These are available upon request”

Filing and Contact Details

Filer

Filer Name
Baldwin Research Institute Inc
EIN
22-3250064
Phone
5188422204
Address
9 MARKET ST 4, AMSTERDAM, NY 12010

Signing Officer

Name
Ryan Schwantes
Title
President & CEO
Signed
2021-11-05
Discuss with paid preparer
No

Organization Details

Principal Officer
Ryan Schwantes
Formed
1993
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
4
Employees
27

Preparer

Firm
Spagnola & Spagnola Accounting Firm LLC
Address
1466 Midline Road, Amsterdam, NY 12010
Preparer
Mark L Spagnola
Phone
5188432040
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Adjustment for prior year balances = -$90349”

Financial Statement Notes

Part X : FIN48 Footnote

“The primary income tax position taken by the organization for any years open under the various statutes of limitations is that the organization continues to be exempt from income taxes except for unrelated business income. The organization believes that there are no uncertain tax positions that are material to the financial statements.”

Raw XML AppendixShowing 400 of 505 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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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22960
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32042
IRS990/OtherExpensesGrp/ProgramServicesAmt022612
IRS990/OtherExpensesGrp/ProgramServicesAmt112750
IRS990/OtherExpensesGrp/ProgramServicesAmt28880
IRS990/OtherExpensesGrp/ProgramServicesAmt36125
IRS990/OtherExpensesGrp/TotalAmt030149
IRS990/OtherExpensesGrp/TotalAmt117000
IRS990/OtherExpensesGrp/TotalAmt211840
IRS990/OtherExpensesGrp/TotalAmt38167
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IRS990/OtherLiabilitiesGrp/EOYAmt0139937
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt086558
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0175738
IRS990/OtherSalariesAndWagesGrp/TotalAmt0262296
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012059
IRS990/PayrollTaxesGrp/ProgramServicesAmt036179
IRS990/PayrollTaxesGrp/TotalAmt048238
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03283
IRS990/PrincipalOfficerNm0RYAN SCHWANTES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1557289
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1557289
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011204
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt0541328
IRS990/PYOtherRevenueAmt062056
IRS990/PYProgramServiceRevenueAmt0818390
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IRS990/PYSalariesCompEmpBnftPaidAmt0703203
IRS990/PYTotalExpensesAmt01244531
IRS990/PYTotalRevenueAmt0891653
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-353767
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt062058
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058873
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0180
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0818390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01375679
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0264
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt062056
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0124114
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98970
IRS990ScheduleA/PublicSupportPY509Pct00.99620
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt03684169
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt04730617
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt010481718
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0568553
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02078432
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01988512
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03132689
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0109578
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt130359
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNEARNED REVENUE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY INCOME TAX POSITION TAKEN BY THE ORGANIZATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS IS THAT THE ORGANIZATION CONTINUES TO BE EXEMPT FROM INCOME TAXES EXCEPT FOR UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalLiabilityAmt0139937
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
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IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK SCHEEREN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RYAN SCHWANTES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chairman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President & CEO
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 1A:EXPLANATION OF SPECIFIC BENEFITS OR AMENITIES: THE ORGANIZATION PAYS FOR HEALTH CLUB DUES FOR ALL EMPLOYEES, INCLUDING THOE IN MANAGEMENT POSITIONS, TO PROMOTE GOOD HELATH.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,981,822
Liabilities
$3,201,487
Net assets
-$1,219,665
Revenue
$665,766
Expenses
$1,019,533
Net income
-$353,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$1.60$2.87$1.27$0.50$0.81$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$2.80$0.93$0.14$1.01$1.15
2020Detailed filing. Detailed filing data is available for this year.$1.98$3.20$1.22$0.67$1.02$0.35
2019Summary only. Only limited summary data is available for this year.$2.27$3.04$0.78$0.89$1.24$0.35
2018Summary only. Only limited summary data is available for this year.$2.30$2.66$0.35$2.14$2.20$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$2.78$0.29$3.68$3.87$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$3.12$0.10$4.62$5.05$0.43
2015Summary only. Only limited summary data is available for this year.$3.54$3.21$0.33$5.18$5.28$0.10
2014Summary only. Only limited summary data is available for this year.$3.64$3.21$0.43$5.32$5.08$0.24
2013Detailed filing. Detailed filing data is available for this year.$3.50$3.31$0.19$5.46$5.06$0.40
2012Summary only. Only limited summary data is available for this year.$3.47$3.48$0.02$5.10$4.87$0.23
2011Summary only. Only limited summary data is available for this year.$3.29$3.30$0.02$5.18$4.85$0.33
2010Summary only. Only limited summary data is available for this year.$3.19$3.49$0.30$4.80$4.95$0.16