Civic Intelligence

Stephen Harold Schimmel Foundation

990PF • Fiscal year 2020 • EIN 22-3386066

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 19, 2021

Organization Profile
8 Archipelago DriveNewport Coast, CA 92657

(949) 833-2815

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

20th percentile

-20%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

39th percentile

$51,200

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

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

Asset Growth

30th percentile

-1.1%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

40th percentile

-4.6%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$5,706,694

Down $61,198 (-1.1%) from 2019

Net Assets

Down

$5,706,694

Down $61,198 (-1.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin20th percentile

Revenue

Down

$302,404

Down $14,596 (-4.6%) from 2019

Expenses

Up

$363,603

Up $4,464 (+1.2%) from 2019

Net Income

Down

-$61,199

Down $19,060 (-45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,192,880Liabilities 2010: $7,238Net Assets 2010: $5,185,6422010Assets 2011: $5,140,115Liabilities 2011: $6,633Net Assets 2011: $5,133,4822011Assets 2012: $5,697,270Liabilities 2012: $6,112Net Assets 2012: $5,691,1582012Assets 2013: $5,452,266Liabilities 2013: $4,845Net Assets 2013: $5,447,4212013Assets 2014: $5,482,549Liabilities 2014: $5,925Net Assets 2014: $5,476,6242014Assets 2015: $5,481,710Liabilities 2015: $0Net Assets 2015: $5,481,7102015Assets 2016: $5,461,753Liabilities 2016: $0Net Assets 2016: $5,461,7532016Assets 2017: $5,825,373Liabilities 2017: $2,444Net Assets 2017: $5,822,9292017Assets 2018: $5,810,031Liabilities 2018: $0Net Assets 2018: $5,810,0312018Assets 2019: $5,767,892Liabilities 2019: $0Net Assets 2019: $5,767,8922019Assets 2020: $5,706,694Liabilities 2020: $0Net Assets 2020: $5,706,6942020Assets 2021: $5,627,630Liabilities 2021: $3,171Net Assets 2021: $5,624,4592021Assets 2022: $5,582,370Liabilities 2022: $4,544Net Assets 2022: $5,577,8262022Assets 2023: $5,361,602Liabilities 2023: $0Net Assets 2023: $5,361,6022023Assets 2024: $5,369,470Liabilities 2024: $3,921Net Assets 2024: $5,365,5492024

Highlighted filing

2020

Assets$5,706,694
Liabilities$0
Net Assets$5,706,694
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $337,1272010Expenses 2011: $388,8052011Expenses 2012: $378,7172012Expenses 2013: $575,0532013Revenue 2014: $345,577Expenses 2014: $307,515Net Income 2014: $38,0622014Revenue 2015: $361,768Expenses 2015: $356,682Net Income 2015: $5,0862015Revenue 2016: $337,109Expenses 2016: $357,066Net Income 2016: -$19,9572016Revenue 2017: $469,215Expenses 2017: $108,039Net Income 2017: $361,1762017Revenue 2018: $327,791Expenses 2018: $340,689Net Income 2018: -$12,8982018Revenue 2019: $317,000Expenses 2019: $359,139Net Income 2019: -$42,1392019Revenue 2020: $302,404Expenses 2020: $363,603Net Income 2020: -$61,1992020Revenue 2021: $289,555Expenses 2021: $371,791Net Income 2021: -$82,2362021Revenue 2022: $282,729Expenses 2022: $329,361Net Income 2022: -$46,6322022Revenue 2023: $80,385Expenses 2023: $296,609Net Income 2023: -$216,2242023Revenue 2024: $284,504Expenses 2024: $280,557Net Income 2024: $3,9472024

Highlighted filing

2020

Revenue$302,404
Expenses$363,603
Net Income-$61,199
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 19, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSALBA SCHIMMELPresident-Treasurer-SecretPT$51,200-$51,200
Filing and Contact Details

Filer

Filer Name
Stephen Harold Schimmel Foundation
EIN
22-3386066
Phone
9498332815
Address
8 ARCHIPELAGO DRIVE, NEWPORT COAST, CA 92657

Signing Officer

Name
Stephen Schimmel
Title
President
Phone
9498332815
Signed
2021-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Hbla Certified Public Accountants Inc
Address
18400 VON KARMAN AVE SUITE 110, IRVINE, CA 92612
Preparer
Jonathan P Schubert CPA
Phone
9498332815
Raw XML AppendixShowing 400 of 575 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt07189
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03594
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03595
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02009-05-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12009-12-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22010-06-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32010-10-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42011-02-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52013-09-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62013-09-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72013-09-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82014-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92013-12-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102013-12-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112014-11-25
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122014-11-25
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132014-12-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142015-07-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152015-09-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162016-05-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172016-06-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182016-10-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192017-03-15
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt018750
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11876
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2864
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt31678
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt43722
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5239
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt62369
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt72238
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt813121
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt92086
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt101653
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt115156
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt122918
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt131081
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt143725
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt151388
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt161012
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt176699
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt181704
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt19460
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt70
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt80
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt100
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11297
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt12168
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt130
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt140
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt150
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt160
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt170
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt18106
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1929
DepreciationSchedule/DepreciationPropertyGrp/LifeRt03.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt65.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt75.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt83.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt125.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt133.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt143.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt153.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt163.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt173.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt187.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt197.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt130
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt140
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt150
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt160
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt170
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt180
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt190
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt018750
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11778
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2806
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31595
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt43510
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5119
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt61184
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt71119
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt813121
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt92086
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt101653
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt114859
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt122750
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt131081
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt143725
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt151388
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt161012
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt176699
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18480
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19129
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18FURNITURE & FIXTURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19FURNITURE & FIXTURE
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt05280326
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt05908495
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0293476
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08740
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0188
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0302404
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0302404
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03594
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03595
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07189
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08740
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt038400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt051200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0272740
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0272740
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0293476
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0293476
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-61199
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0225213
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0188
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0188
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08740
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0245097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt014666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014667
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt029333
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0303845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057307
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0363603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0302404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0302404
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031105
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt057307
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt090863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt178453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-14218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt420978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-14218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt420978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt164235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt420978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK OF AMERICA CORP 6.5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1THORNBURG INVT TR INVT INCOME BUILDER FD CL 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SAN BERNARDINO CNTY CALIF PENSION 6.02%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SAN DIEGO CNTY CALIF PENSION 6.029%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08740
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-61199
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05706694
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05767892
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05706694
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0300764
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0300764
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0300764
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0303215
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02451
IRS990PF/DistributableAmountGrp/TotalTaxAmt02451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02760
IRS990PF/FMVAssetsEOYAmt06334863
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0893999
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0399013
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0399013
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt071950
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt072739
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01389
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0789
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0789
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt05767892
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt05706694
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt029107
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt026566
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt026566
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05767892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05706694
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06334863
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05767892
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05706694
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05767892
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05706694
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04843397
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt05280326
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt05908495
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06156655
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0411345
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05719048
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt092350
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt026262
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0303215
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06064305
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06156655
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt051200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROSALBA SCHIMMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT-TREASURER-SECRET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08 ARCHIPELAGO DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT COAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092657
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0234592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0237043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0295202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0270630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0292793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0281733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.004819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06064305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06096939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06062683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06030570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06015893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06010194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0303845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.193422
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0301394
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0303845
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02451
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0303845
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JONATHAN P SCHUBERT CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019600 FAIRCHILD SUITE 320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IRVINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092612
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09498332815
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,706,694
Liabilities
$0
Net assets
$5,706,694
Revenue
$302,404
Expenses
$363,603
Net income
-$61,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.28$0.28$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.08$0.30$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.28$0.33$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.62$0.29$0.37$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.30$0.36$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.32$0.36$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.33$0.34$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.82$0.47$0.11$0.36
2016Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.34$0.36$0.02
2015Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.36$0.36$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.48$0.01$5.48$0.35$0.31$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.58
2012Detailed filing. Detailed filing data is available for this year.$5.70$0.01$5.69$0.38
2011Detailed filing. Detailed filing data is available for this year.$5.14$0.01$5.13$0.39
2010Detailed filing. Detailed filing data is available for this year.$5.19$0.01$5.19$0.34