Civic Intelligence

PTA Ohio Congress

990EZ • Fiscal year 2019 • EIN 23-7256493

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 27, 2020

Organization Profile
3711 West Fork RoadCincinnati, OH 45247

(513) 319-6851

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-63%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

8th percentile

-56%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$23,787

Down $29,813 (-56%) from 2018

Net Assets

Down

$23,787

Down $29,813 (-56%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Up

$47,563

Up $4,549 (+11%) from 2018

Expenses

Up

$77,376

Up $28,753 (+59%) from 2018

Net Income

Down

-$29,813

Down $24,204 (-432%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$80K$60K$40K$20K$0Assets 2011: $17,576Liabilities 2011: $0Net Assets 2011: $17,5762011Assets 2012: $25,628Liabilities 2012: $0Net Assets 2012: $25,6282012Assets 2013: $37,952Liabilities 2013: $0Net Assets 2013: $37,9522013Assets 2014: $50,028Liabilities 2014: $0Net Assets 2014: $50,0282014Assets 2016: $57,329Liabilities 2016: $0Net Assets 2016: $57,3292016Assets 2017: $59,209Liabilities 2017: $0Net Assets 2017: $59,2092017Assets 2018: $53,600Liabilities 2018: $0Net Assets 2018: $53,6002018Assets 2019: $23,787Liabilities 2019: $0Net Assets 2019: $23,7872019Assets 2020: $17,786Liabilities 2020: $0Net Assets 2020: $17,7862020Assets 2021: $16,582Liabilities 2021: $0Net Assets 2021: $16,5822021Assets 2022: $39,650Liabilities 2022: $0Net Assets 2022: $39,6502022Assets 2023: $58,341Liabilities 2023: $0Net Assets 2023: $58,3412023Assets 2024: $73,841Liabilities 2024: $0Net Assets 2024: $73,8412024

Highlighted filing

2019

Assets$23,787
Liabilities$0
Net Assets$23,787
Open 2019 Filing

Operations Trend

Revenue Growth64th percentile

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

$100K$50K$0-$50KRevenue 2011: $52,212Expenses 2011: $53,281Net Income 2011: -$1,0692011Revenue 2012: $56,433Expenses 2012: $48,381Net Income 2012: $8,0522012Revenue 2013: $62,458Expenses 2013: $50,134Net Income 2013: $12,3242013Revenue 2014: $57,550Expenses 2014: $45,474Net Income 2014: $12,0762014Revenue 2016: $92,279Expenses 2016: $86,514Net Income 2016: $5,7652016Revenue 2017: $58,918Expenses 2017: $57,038Net Income 2017: $1,8802017Revenue 2018: $43,014Expenses 2018: $48,623Net Income 2018: -$5,6092018Revenue 2019: $47,563Expenses 2019: $77,376Net Income 2019: -$29,8132019Revenue 2020: $14,118Expenses 2020: $20,119Net Income 2020: -$6,0012020Revenue 2021: $15,403Expenses 2021: $16,607Net Income 2021: -$1,2042021Revenue 2022: $48,252Expenses 2022: $25,184Net Income 2022: $23,0682022Revenue 2023: $34,832Expenses 2023: $16,141Net Income 2023: $18,6912023Revenue 2024: $32,337Expenses 2024: $16,837Net Income 2024: $15,5002024

Highlighted filing

2019

Revenue$47,563
Expenses$77,376
Net Income-$29,813
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 27, 2020
Return Version
2018v3.1
Gross Receipts
$68,436
Mission and Program Overview

Mission

School parent teacher association

Program Services

DescriptionGrantsExpenses
TO PROVIDE MONFORT HEIGHTS ELEMENTARY SCHOOL WITH NEEDED FINANCIAL ASSISTANCE IN EXCESS OF EXISTING PUBLIC FUNDING-$55,233
AFTER SCHOOL DANCE PROGRAMS-$22,143
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY CLIPPARDCo-President-$0--
TIFFANY LAWLESSCo-President-$0--
BRANDI KLOTZRecording Secretary-$0--
MICHAEL KLOTZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall-wrap Pp----
Spr Carnival----
Filing and Contact Details

Filer

Filer Name
Monfort Heights Elementary Pta
EIN
23-7256493
Address
3711 WEST FORK ROAD, CINCINNATI, OH 45247

Signing Officer

Name
Holly Clippard
Title
Co-president
Phone
5133196851
Signed
2020-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Patricia Amy Bolin LLC CPA
Address
6432 Cheviot Road Suite 100, Cincinnati, OH 45247
Preparer
Patricia Amy Bolin
Phone
5137419900
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity CLASSROOM ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 13,936Activity PROPERTY ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 890Activity SCHOLARSHIP ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 1,000”

Description of other expenses Part I line 16

“Description AmountDANCE AND PROGRAM EXPENSE 36,051ADMINISTRATIVE EXPENSE 7,623OHIO PTA DUES 623OTHER EXPENSE 17,253”

Raw XML Appendix177 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL KLOTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05133196851
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03711 WEST FORK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045247
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053600
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023787
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0106
IRS990EZ/CostOfGoodsSoldAmt01579
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29813
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053600
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023787
IRS990EZ/FundraisingGrossIncomeAmt027038
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015826
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-776
IRS990EZ/GrossReceiptsAmt068436
IRS990EZ/GrossSalesOfInventoryAmt0803
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01498
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053600
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023787
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053600
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOLLY CLIPPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIFFANY LAWLESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDI KLOTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL KLOTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt061550
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt038991
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MONFORT HEIGHTS ELEMENTARY SCHOOL WITH NEEDED FINANCIAL ASSISTANCE IN EXCESS OF EXISTING PUBLIC FUNDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AFTER SCHOOL DANCE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055233
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019294
IRS990EZ/SpecialEventsNetIncomeLossAmt07744
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077376
IRS990EZ/TotalProgramServiceExpensesAmt077376
IRS990EZ/TotalRevenueAmt047563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037311
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt062016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0176312
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt038991
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt032035
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037731
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt037885
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt033321
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0179963
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0393586
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071646
IRS990ScheduleA/Total509Grp/TotalAmt0393586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0125372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071647
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0393587
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL-WRAP PP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPR CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CLASSROOM ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 13,936Activity PROPERTY ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 890Activity SCHOLARSHIP ALLOCATION Grantee MONFORT HEIGHTS ELEMENTARY SCHOOL Street 3711 WEST FORK ROAD City, State, Zip Cincinnati, OH 45247Amount 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDANCE AND PROGRAM EXPENSE 36,051ADMINISTRATIVE EXPENSE 7,623OHIO PTA DUES 623OTHER EXPENSE 17,253
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY CLIPPARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05133196851
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONFORT HEIGHTS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONF
ReturnHeader/Filer/EIN0237256493
ReturnHeader/Filer/USAddress/AddressLine1Txt03711 WEST FORK ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045247
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F66D8F7476F8EF886D510BF98C10978FC6B46F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F66D8F7476F8EF886D510BF98C10978FC6B46F2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03147362020028evmbszp
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-01-28
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.49.68.2
ReturnHeader/FilingSecurityInformation/IPDt02020-01-28
ReturnHeader/FilingSecurityInformation/IPTm008:11:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311674741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia Amy Bolin LLC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06432 Cheviot Road Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045247
ReturnHeader/PreparerPersonGrp/PhoneNum05137419900
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Amy Bolin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-28T08:10:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,787
Liabilities
$0
Net assets
$23,787
Revenue
$47,563
Expenses
$77,376
Net income
-$29,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.8$0.00$73.8$32.3$16.8$15.5
2023Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$34.8$16.1$18.7
2022Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$48.3$25.2$23.1
2021Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$15.4$16.6$1.20
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$14.1$20.1$6.00
2019Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$47.6$77.4$29.8
2018Detailed filing. Detailed filing data is available for this year.$53.6$0.00$53.6$43.0$48.6$5.61
2017Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$58.9$57.0$1.88
2016Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$92.3$86.5$5.77
2014Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$57.6$45.5$12.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$0.00$38.0$62.5$50.1$12.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.00$25.6$56.4$48.4$8.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$0.00$17.6$52.2$53.3$1.07