Civic Intelligence

Historic Salisbury Foundation Inc.

990 • Fiscal year 2018 • EIN 23-7116467

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 01, 2019

Organization ProfileWWW.HISTORICSALISBURY.ORG
PO Box 4221Salisbury, NC 28145-4221

(704) 636-0103

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$60,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Asset Growth

53rd percentile

1.9%

Faster asset growth than 53% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

32nd percentile

-4.3%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,717,726

Up $134,752 (+3.8%) from 2016

Net Assets

Up

$3,693,925

Up $219,877 (+6.3%) from 2016

Liabilities

Down

$23,801

Down $85,125 (-78%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin67th percentile

Revenue

Down

$375,488

Down $34,495 (-8.4%) from 2016

Expenses

Down

$329,567

Down $106,537 (-24%) from 2016

Net Income

Up

$45,921

Up $72,042 (+276%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,070,929Liabilities 2012: $282,759Net Assets 2012: $3,788,1702012Assets 2014: $3,941,971Liabilities 2014: $224,161Net Assets 2014: $3,717,8102014Assets 2016: $3,582,974Liabilities 2016: $108,926Net Assets 2016: $3,474,0482016Assets 2018: $3,717,726Liabilities 2018: $23,801Net Assets 2018: $3,693,9252018Assets 2019: $3,785,511Liabilities 2019: $34,963Net Assets 2019: $3,750,5482019Assets 2020: $3,575,822Liabilities 2020: $30,503Net Assets 2020: $3,545,3192020Assets 2021: $3,769,899Liabilities 2021: $26,133Net Assets 2021: $3,743,7662021Assets 2024: $3,851,839Liabilities 2024: $19,567Net Assets 2024: $3,832,2722024

Highlighted filing

2018

Assets$3,717,726
Liabilities$23,801
Net Assets$3,693,925
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $423,6822012Revenue 2014: $251,050Expenses 2014: $447,795Net Income 2014: -$196,7452014Revenue 2016: $409,983Expenses 2016: $436,104Net Income 2016: -$26,1212016Revenue 2018: $375,488Expenses 2018: $329,567Net Income 2018: $45,9212018Revenue 2019: $425,493Expenses 2019: $357,352Net Income 2019: $68,1412019Revenue 2020: $346,581Expenses 2020: $461,992Net Income 2020: -$115,4112020Revenue 2021: $442,473Expenses 2021: $367,806Net Income 2021: $74,6672021Revenue 2024: $331,706Expenses 2024: $419,338Net Income 2024: -$87,6322024

Highlighted filing

2018

Revenue$375,488
Expenses$329,567
Net Income$45,921
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 1, 2019
Return Version
2017v2.3
Gross Receipts
$595,709
Mission and Program Overview

Mission

Local historic preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,140,249$2,063,527▼ $76,722
Investments in Publicly Traded Securities$438,609$470,762▲ $32,153
Inventories for Sale or Use$420,724$458,394▲ $37,670
Cash and Non-Interest-Bearing Accounts$104,419$164,277▲ $59,858
Other Notes and Loans Receivable, Net$136,078$118,163▼ $17,915
Accounts Receivable$11,067$10,875▼ $192
Total Assets$3,657,664$3,717,726▲ $60,062
Other Assets Total$406,518$431,728▲ $25,210
Liabilities
Mortgage Notes Payable Secured by Investment Property$33,207$13,207▼ $20,000
Accounts Payable and Accrued Expenses$28,263$10,594▼ $17,669
Total Liabilities$61,470$23,801▼ $37,669
Net Assets / Fund Balance
Unrestricted Net Assets$3,164,157$3,246,384▲ $82,227
Temporarily Rstr Net Assets$432,037$447,541▲ $15,504
Total Net Assets Fund Balance$3,596,194$3,693,925▲ $97,731
Total Liabilities and Net Assets / Fund Balance$3,657,664$3,717,726▲ $60,062

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,950,206$2,323,284$4,273,490
Equipment$36,164$49,338$85,502
Other Land Buildings$9,861$62,751$72,612
Land$67,296-$67,296
Other Assets Org$431,728--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen HobsonExecutive DiFT$60,000$60,000

Board Members and Trustees

NameTitle
Susan SidesPresident
Anne R LylesTrustee
Benjamin Bridges IiiTrustee
Cheryl CorrellTrustee
Clyde MickleTrustee
Don ComerTrustee
Dylan EllerbeeTrustee
Edward ClementTrustee
Jj SumerellTrustee
Mary WalkerTrustee
Michael YoungTrustee
Nancy ClementTrustee
Nancy StanbackTrustee
Pam MorrisTrustee
Randy ReamerTrustee
Reginald BrownTrustee
Sherry BeckTrustee
Whitney Wallace WilliamsTrustee
Joan RusherSecretary
Diane HooperTreasurer
Steve CobbVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$148,304
Program Service Revenue
$80,648
Investment Income
$24,611
Other Revenue
$121,925
All Other Contributions
$148,304
Change in Net Assets
$45,921

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Residential1$52,012
Securities Publicly Traded1$1,070
Total Noncash Contributions2$53,082

Audited Revenue Reconciliation

Revenue per Audited Statements
$375,488
Revenue Not Reported on Form 990
$135,732
Total Revenue per Audited Statements
$511,220
Total Revenue per Form 990
$375,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,712
Salaries, Compensation, and Employee Benefits$94,855
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$106,925$1,672-$108,597
Current Officers, Directors, Trustees, and Key Employees-$60,000-$60,000
Other Salaries and Wages-$25,942-$25,942
All Other Expenses$6,161$10,685-$16,846
Fees for Service Investment Mgmnt Fees-$9,109-$9,109
Occupancy$5,291$2,661-$7,952
Payroll Taxes-$7,293-$7,293
Other Expenses$4,712$22,603-$4,712
Fees for Services Accounting-$3,791-$3,791
Insurance-$2,945-$2,945
Office Expenses-$1,670-$1,670
Other Employee Benefits-$1,620-$1,620
Interest-$793-$793
Conferences and Meetings-$270-$270
Advertising$147--$147
Total Functional Expenses$177,782$151,785$0$329,567

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$413,482
Expenses per Audited Statements$329,567
Total Expenses per Form 990$329,567
Expenses Not Reported on Form 990$83,915
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$167,798
Fundraising Direct Expenses$84,461
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
October Tour$148,232$148,232$81,376$66,856
Other Fundraise$19,566$19,566$3,085$16,481
Total Events$167,798$167,798$84,461$83,337
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
Audit committee
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
Yes
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, Page 6, Part VI, Line 2

“Mr. Edward h. Clement mrs. Nancy h. Clement director director married”

Form 990, Page 6, Part VI, Line 11B

“The tax return is reviewed by the executive committee prior to filing, and is available for board member review.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are monitored on a day to day basis by management. Board conflicts are managed through the board indoctrination process, and continuously thereafter.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the executive director and all employees is determined by the organization's board of directors. The board uses all information available to it in the determination of appropriate salary levels, including salaries paid by other regional non-profit organizations, and maintains contemporaneous documentation and recordkeeping of its deliberations and decisions.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Historic Salisbury Foundation Inc
EIN
23-7116467
Phone
7046360103
Address
PO BOX 4221, SALISBURY, NC 28145-4221

Signing Officer

Name
Diane Hooper
Title
Treasurer
Phone
7046360103
Signed
2019-03-01

Organization Details

Principal Officer
Susan Sides
Formed
1972
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
19
Employees
3
Volunteers
350

Preparer

Firm
J Alan Rutherford CPA Pa
Address
225 N MAIN ST STE 302, SALISBURY, NC 28144
Preparer
J Alan Rutherford CPA
Phone
7046334060
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rounding 0 rounding -7 total -7”

Financial Statement Notes

Schedule D, Page 1, Part II, Line 9

“The organization retains restrictive covenants (conservation easements) when historic properties are sold. As of june 30, 2018, the organization retains 122 restrictive covenants. In accordance with fasb asc 958-360-45-5, the organization capitalizes applicable costs associated with inventoried properties. The value of restrictive covenants is not capitalized due to the lack of readily ascertainable values in a freely-traded market and the inability to segregate the covenant value apart from the underlying property.”

Schedule D, Page 4, Part XI, Line 2D

“Rental expenses shown net of rental income on tr 83,915”

Schedule D, Page 4, Part XII, Line 2D

“Rental expenses shown net of rental income on tr 83,915”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DI
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IRS990/FormationYr01972
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt084461
IRS990/FundraisingGrossIncomeAmt0167798
IRS990/GainOrLossGrp/OtherAmt013899
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt013899
IRS990/GrossReceiptsAmt0595709
IRS990/GrossRentsGrp/RealAmt079680
IRS990/GrossSalesOfInventoryAmt081781
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt019
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02945
IRS990/InsuranceGrp/TotalAmt02945
IRS990/InterestGrp/ManagementAndGeneralAmt0793
IRS990/InterestGrp/TotalAmt0793
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0420724
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0458394
IRS990/InvestmentIncomeGrp/ExclusionAmt010712
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010712
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0438609
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0470762
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02435373
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02063527
IRS990/LandBldgEquipCostOrOtherBssAmt04498900
IRS990/LegalDomicileStateCd0NC
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LOCAL HISTORIC PRESERVATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013207
IRS990/NetAssetsOrFundBalancesBOYAmt03596194
IRS990/NetAssetsOrFundBalancesEOYAmt03693925
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013899
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013899
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt083337
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt029936
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt029936
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-4235
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-4235
IRS990/NetUnrlzdGainsLossesInvstAmt051817
IRS990/NoncashContributionsAmt053082
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02661
IRS990/OccupancyGrp/ProgramServicesAmt05291
IRS990/OccupancyGrp/TotalAmt07952
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01670
IRS990/OfficeExpensesGrp/TotalAmt01670
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0406518
IRS990/OtherAssetsTotalGrp/EOYAmt0431728
IRS990/OtherChangesInNetAssetsAmt0-7
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01620
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01620
IRS990/OtherExpensesGrp/Desc0RESTORATIONS & MAINTENANC
IRS990/OtherExpensesGrp/Desc1PROPERTY MANAGEMENT
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/Desc3PROPERTY INSURANCE &TAXES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122603
IRS990/OtherExpensesGrp/ProgramServicesAmt030696
IRS990/OtherExpensesGrp/ProgramServicesAmt123850
IRS990/OtherExpensesGrp/ProgramServicesAmt24712
IRS990/OtherExpensesGrp/TotalAmt031427
IRS990/OtherExpensesGrp/TotalAmt123850
IRS990/OtherExpensesGrp/TotalAmt222603
IRS990/OtherExpensesGrp/TotalAmt34712
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012887
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012887
IRS990/OtherRevenueTotalAmt012887
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025942
IRS990/OtherSalariesAndWagesGrp/TotalAmt025942
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0136078
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0118163
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07293
IRS990/PayrollTaxesGrp/TotalAmt07293
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SUSAN SIDES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIPS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11969
IRS990/ProgSrvcAccomActy2Grp/Desc0PURCHASE AND IMPROVEMENTS OF HISTORICAL PROPERTIES HELD FOR RESALE TO PUBLIC FOR RESTORATIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ONGOING RESTORATION AND PRESERVATION OF MUSEUMS AND SITES OWNED BY THE ORGANIZATION BECAUSE OF THEIR HISTORICAL VALUE AND SIGNIFICANCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0152789
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt079680
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0206653
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017881
IRS990/PYOtherExpensesAmt0256992
IRS990/PYOtherRevenueAmt092373
IRS990/PYProgramServiceRevenueAmt080698
IRS990/PYRevenuesLessExpensesAmt023245
IRS990/PYSalariesCompEmpBnftPaidAmt0117368
IRS990/PYTotalExpensesAmt0374360
IRS990/PYTotalRevenueAmt0397605
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt045921
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-4235
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0148304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0206653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt065920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0209033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0725636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt090392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0114720
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0150809
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0160217
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012380
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0528518
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01229192
IRS990ScheduleA/PublicOrganization170Ind0X

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,717,726
Liabilities
$23,801
Net assets
$3,693,925
Revenue
$375,488
Expenses
$329,567
Net income
$45,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.02$3.83$0.33$0.42$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.03$3.74$0.44$0.37$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.03$3.55$0.35$0.46$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.03$3.75$0.43$0.36$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.02$3.69$0.38$0.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.58$0.11$3.47$0.41$0.44$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.94$0.22$3.72$0.25$0.45$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.28$3.79$0.42