Civic Intelligence

Wright State University Alumni Association

990 • Fiscal year 2019 • EIN 23-7289517

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 04, 2020

2455 Presidential DriveFairborn, OH 45324

(937) 775-2620

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.07x

Higher debt load relative to revenue than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M 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

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

5.5%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,007,705

Up $140,136 (+16%) from 2018

Net Assets

Up

$983,324

Up $128,826 (+15%) from 2018

Liabilities

Up

$24,381

Up $11,310 (+87%) from 2018

Revenue

Up

$359,859

Up $18,721 (+5.5%) from 2018

Expenses

Up

$303,329

Up $4,365 (+1.5%) from 2018

Net Income

Up

$56,530

Up $14,356 (+34%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $676,476Liabilities 2011: $218,816Net Assets 2011: $457,6602011Assets 2012: $697,058Liabilities 2012: $226,948Net Assets 2012: $470,1102012Assets 2013: $694,993Liabilities 2013: $214,495Net Assets 2013: $480,4982013Assets 2014: $735,568Liabilities 2014: $220,012Net Assets 2014: $515,5562014Assets 2015: $713,590Liabilities 2015: $45,612Net Assets 2015: $667,9782015Assets 2016: $754,136Liabilities 2016: $19,394Net Assets 2016: $734,7422016Assets 2017: $914,750Liabilities 2017: $10,331Net Assets 2017: $904,4192017Assets 2018: $867,569Liabilities 2018: $13,071Net Assets 2018: $854,4982018Assets 2019: $1,007,705Liabilities 2019: $24,381Net Assets 2019: $983,3242019Assets 2021: $1,266,909Liabilities 2021: $22,872Net Assets 2021: $1,244,0372021Assets 2022: $1,220,017Liabilities 2022: $25,240Net Assets 2022: $1,194,7772022Assets 2023: $1,249,405Liabilities 2023: $25,443Net Assets 2023: $1,223,9622023Assets 2024: $1,580,656Liabilities 2024: $26,003Net Assets 2024: $1,554,6532024Assets 2025: $1,670,696Liabilities 2025: $51,187Net Assets 2025: $1,619,5092025

Highlighted filing

2019

Assets$1,007,705
Liabilities$24,381
Net Assets$983,324

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $261,1972011Expenses 2012: $223,0972012Revenue 2013: $221,749Expenses 2013: $249,137Net Income 2013: -$27,3882013Revenue 2014: $347,594Expenses 2014: $317,757Net Income 2014: $29,8372014Revenue 2015: $518,946Expenses 2015: $270,320Net Income 2015: $248,6262015Revenue 2016: $285,478Expenses 2016: $248,036Net Income 2016: $37,4422016Revenue 2017: $453,222Expenses 2017: $335,899Net Income 2017: $117,3232017Revenue 2018: $341,138Expenses 2018: $298,964Net Income 2018: $42,1742018Revenue 2019: $359,859Expenses 2019: $303,329Net Income 2019: $56,5302019Revenue 2021: $302,029Expenses 2021: $218,113Net Income 2021: $83,9162021Revenue 2022: $467,976Expenses 2022: $318,306Net Income 2022: $149,6702022Revenue 2023: $329,053Expenses 2023: $305,404Net Income 2023: $23,6492023Revenue 2024: $636,244Expenses 2024: $363,650Net Income 2024: $272,5942024Revenue 2025: $399,464Expenses 2025: $381,629Net Income 2025: $17,8352025

Highlighted filing

2019

Revenue$359,859
Expenses$303,329
Net Income$56,530
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 4, 2020
Return Version
2019v5.1
Gross Receipts
$474,183
Mission and Program Overview

Mission

The mission of the organization is to promote wright state university and its alumni.

The wright state university alumni association will foster and develop pride, prestige, and partnership among alumni, students, and community to promote the value of education and our legacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$854,498$983,324▲ $128,826
Investments in Publicly Traded Securities$803,344$888,775▲ $85,431
Cash and Non-Interest-Bearing Accounts$64,225$118,930▲ $54,705
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$867,569$1,007,705▲ $140,136
Liabilities
Accounts Payable and Accrued Expenses$13,071$24,381▲ $11,310
Total Liabilities$13,071$24,381▲ $11,310
Net Assets / Fund Balance
Total Net Assets Fund Balance$854,498$983,324▲ $128,826
Total Liabilities and Net Assets / Fund Balance$867,569$1,007,705▲ $140,136
Compensation and Service Providers

Employees

NameTitleOtherTotal
Greg ScharerExec. Director of Alumni Relat$134,927$134,927

Board Members and Trustees

NameTitle
Tony M AlexanderPresident
Robert E Reynolds CPAVice President
Amanda M BurksBoard Member
Amanda OpickaBoard Member
Amanda S ThompsonBoard Member
Christopher a Moyer PhdBoard Member
Daniel BakerBoard Member
Deb DowningBoard Member
Edwin B MayesBoard Member
Eric a CrouchBoard Member
Jerry TritleBoard Member
Karen HuntBoard Member
Lisa WisemanBoard Member
Michael J RobertsonBoard Member
Michael P BrushBoard Member
Patricia D JonesBoard Member
Paula C CosbyBoard Member
Penny D ProfittBoard Member
Richard D Smith MdBoard Member
Sam BernardBoard Member
Stacey LawsonBoard Member
Woodrow D WillisBoard Member
Jason LansdaleSecretary
Mary E MurphySecretary
John C BrookshireTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$146,698
Program Service Revenue
$63,000
Investment Income
$48,860
Other Revenue
$101,301
All Other Contributions
$146,698
Change in Net Assets
$56,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$271,992
Grants and Similar Amounts Paid$31,337
Total Fundraising Expense$651
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$154,848--$154,848
Advertising$26,775$20,529$651$47,955
Grants to Domestic Orgs$31,337--$31,337
Other Expenses$6,113--$6,113
All Other Expenses$5,608--$5,608
Office Expenses-$4,596-$4,596
Fees for Service Investment Mgmnt Fees-$3,726-$3,726
Insurance-$2,440-$2,440
Total Functional Expenses$271,387$31,291$651$303,329
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wright State University Foundation IncDayton, OH501(c)(3)Scholarships for Students$31,337
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,570
Fundraising Direct Expenses$12,260
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$30,570$30,570$12,260$18,310
Total Events$30,570$30,570$12,260$18,310
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
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
No
CEO compensation reviewed
No
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, Part VI, Section A, Line 6

The members of the alumni association are classified as voting and non-voting members. Voting members shall have the right to vote on all matters that require a vote of the members and consist of the following type of memberships: -annual gold members -life members -new graduate members -complimentary members, and -chartered members. Nonvoting members make up the following categories of members: -associate members -affiliate members -honorary members, and -complimentary members. All voting and non-voting members shall have the same rights and privileges, as such rights and privileges shall be established and modified by the board from time to time by a majority vote of the board, however, that non-voting members shall not be permitted to: 1) serve as a director of the board, 2) vote on any matter submitted to the members for approval; and 3) obtain a wsu alumni id.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the alumni association treasurer and the executive director of the office of alumni relations. The return is then presented to members of the finance committee for their review and approval. Each board member is provided a copy prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

Board members of the wright state university alumni association are annually required to sign a conflict of interest policy statement and to disclose any potential conflicts that may exist. These disclosures are reviewed by the alumni association's board affairs committee, which is comprised of past presidents of the alumni association. Board members are expected to abstain from self-dealing and any votes that may be biased by personal conflicts of interest. The annual disclosure procedure helps them identify and avoid such conditions. Board members are also required to report any changes in employment or community service as they occur to the alumni association executive committee.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Wright State University Alumni
EIN
23-7289517
Phone
9377752620
Address
2455 PRESIDENTIAL DRIVE, FAIRBORN, OH 45324

Signing Officer

Name
Greg Scharer
Title
Exec. Director of Alumni Relations
Phone
9377752536
Signed
2020-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Scharer
Formed
1971
Legal Domicile
Oh
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
518

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
ONE WOODSIDE DRIVE, RICHMOND, IN 47374
Preparer
Tracy a Haines
Phone
7659660531
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25109495
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXEC. DIR. OF ALUMNI RELAT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt012260
IRS990/FundraisingGrossIncomeAmt030570
IRS990/GainOrLossGrp/SecuritiesAmt04334
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt031337
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt031337
IRS990/GrantsToDomesticOrgsGrp/TotalAmt031337
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0106398
IRS990/GrossReceiptsAmt0474183
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02440
IRS990/InsuranceGrp/TotalAmt02440
IRS990/InvestmentIncomeGrp/ExclusionAmt044526
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044526
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0803344
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0888775
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0102064
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROMOTE WRIGHT STATE UNIVERSITY AND ITS ALUMNI.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0854498
IRS990/NetAssetsOrFundBalancesEOYAmt0983324
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04334
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04334
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt018310
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018310
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt072296
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04596
IRS990/OfficeExpensesGrp/TotalAmt04596
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FURNITURE
IRS990/OtherExpensesGrp/Desc1ALUMNI TOUR
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP CARDS
IRS990/OtherExpensesGrp/Desc3AWARDS
IRS990/OtherExpensesGrp/ProgramServicesAmt018997
IRS990/OtherExpensesGrp/ProgramServicesAmt118671
IRS990/OtherExpensesGrp/ProgramServicesAmt29038
IRS990/OtherExpensesGrp/ProgramServicesAmt36113
IRS990/OtherExpensesGrp/TotalAmt018997
IRS990/OtherExpensesGrp/TotalAmt118671
IRS990/OtherExpensesGrp/TotalAmt29038
IRS990/OtherExpensesGrp/TotalAmt36113
IRS990/OtherRevenueMiscGrp/BusinessCd0561520
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ALUMNI TOURS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015635
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11463
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015635
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11463
IRS990/OtherRevenueTotalAmt017098
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREG SCHARER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt063000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt063000
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNICATION TO MEMBERS AND ALUMNI PROMOTING WRIGHT STATE INCLUDING AN INFORMATIONAL QUARTERLY POSTCARD, WEBSITE, AND ADVERTISING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026775
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt097346
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt063222
IRS990/PYInvestmentIncomeAmt062196
IRS990/PYOtherExpensesAmt0235742
IRS990/PYOtherRevenueAmt0113485
IRS990/PYProgramServiceRevenueAmt068111
IRS990/PYRevenuesLessExpensesAmt042174
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0298964
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0341138
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt056530
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt080098
IRS990/RoyaltiesRevenueGrp/ExclusionAmt065893
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt065893
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0854498
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0983324
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0146698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt097346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0221260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0115183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0682945
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0110419
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0119016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt095742

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.67$0.05$1.62$0.40$0.38$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.03$1.55$0.64$0.36$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.22$0.33$0.31$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.19$0.47$0.32$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.02$1.24$0.30$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.02$0.98$0.36$0.30$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.85$0.34$0.30$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$0.45$0.34$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.73$0.29$0.25$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.05$0.67$0.52$0.27$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.22$0.52$0.35$0.32$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.69$0.21$0.48$0.22$0.25$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.23$0.47$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.22$0.46$0.26