Civic Intelligence

Twin Trees Inc.

990 • Fiscal year 2023 • EIN 25-1345836

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 29, 2023

2616 C Memorial BoulevardConnellsville, PA 15425

(724) 628-5353

Siviq Scores

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

Liabilities / Assets

81st percentile

0.43x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.09x

Higher debt load relative to revenue than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

38th percentile

-0.6%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

13th percentile

-9.7%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

0.8%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$881,603

Down $94,500 (-9.7%) from 2022

Net Assets

Down

$501,129

Down $27,207 (-5.1%) from 2022

Liabilities

Down

$380,474

Down $67,293 (-15%) from 2022

Revenue

Up

$4,053,578

Up $32,372 (+0.8%) from 2022

Expenses

Up

$4,078,585

Up $152,473 (+3.9%) from 2022

Net Income

Down

-$25,007

Down $120,101 (-126%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2011: $701,735Liabilities 2011: $400,320Net Assets 2011: $301,4152011Assets 2012: $479,154Liabilities 2012: $405,218Net Assets 2012: $73,9362012Assets 2013: $635,449Liabilities 2013: $377,615Net Assets 2013: $257,8342013Assets 2014: $509,676Liabilities 2014: $402,639Net Assets 2014: $107,0372014Assets 2015: $491,932Liabilities 2015: $595,855Net Assets 2015: -$103,9232015Assets 2016: $510,496Liabilities 2016: $498,221Net Assets 2016: $12,2752016Assets 2017: $570,165Liabilities 2017: $520,649Net Assets 2017: $49,5162017Assets 2018: $734,132Liabilities 2018: $358,629Net Assets 2018: $375,5032018Assets 2019: $829,305Liabilities 2019: $403,001Net Assets 2019: $426,3042019Assets 2020: $934,433Liabilities 2020: $547,239Net Assets 2020: $387,1942020Assets 2021: $882,470Liabilities 2021: $449,228Net Assets 2021: $433,2422021Assets 2022: $976,103Liabilities 2022: $447,767Net Assets 2022: $528,3362022Assets 2023: $881,603Liabilities 2023: $380,474Net Assets 2023: $501,1292023Assets 2024: $908,689Liabilities 2024: $420,682Net Assets 2024: $488,0072024Assets 2025: $935,440Liabilities 2025: $459,989Net Assets 2025: $475,4512025

Highlighted filing

2023

Assets$881,603
Liabilities$380,474
Net Assets$501,129

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,220,3392011Expenses 2012: $2,248,2642012Expenses 2013: $2,521,2452013Revenue 2014: $2,599,164Expenses 2014: $2,749,961Net Income 2014: -$150,7972014Revenue 2015: $2,679,503Expenses 2015: $2,890,463Net Income 2015: -$210,9602015Revenue 2016: $2,875,442Expenses 2016: $2,759,244Net Income 2016: $116,1982016Revenue 2017: $2,903,836Expenses 2017: $2,866,596Net Income 2017: $37,2402017Revenue 2018: $3,272,453Expenses 2018: $2,946,466Net Income 2018: $325,9872018Revenue 2019: $3,723,448Expenses 2019: $3,672,647Net Income 2019: $50,8012019Revenue 2020: $3,838,130Expenses 2020: $3,877,240Net Income 2020: -$39,1102020Revenue 2021: $3,703,022Expenses 2021: $3,656,974Net Income 2021: $46,0482021Revenue 2022: $4,021,206Expenses 2022: $3,926,112Net Income 2022: $95,0942022Revenue 2023: $4,053,578Expenses 2023: $4,078,585Net Income 2023: -$25,0072023Revenue 2024: $4,089,289Expenses 2024: $4,102,411Net Income 2024: -$13,1222024Revenue 2025: $4,397,363Expenses 2025: $4,409,918Net Income 2025: -$12,5552025

Highlighted filing

2023

Revenue$4,053,578
Expenses$4,078,585
Net Income-$25,007
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 29, 2023
Return Version
2022v5.0
Gross Receipts
$4,053,578
Mission and Program Overview

Mission

The organization's mission is to provide assistance for the developmentally disabled to achieve their fullest potential and become as independent and self sufficient as possible in the home and community.

The organization provides residential & support services for the developmentally disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$265,308$259,623▼ $5,685
Cash and Non-Interest-Bearing Accounts$298,682$254,903▼ $43,779
Accounts Receivable$282,945$205,351▼ $77,594
Savings and Temporary Cash Investments$105,175$101,280▼ $3,895
Prepaid Expenses and Deferred Charges$23,993$39,893▲ $15,900
Total Assets$976,103$881,603▼ $94,500
Other Assets Total-$20,553-
Liabilities
Accounts Payable and Accrued Expenses$437,269$359,921▼ $77,348
Other Liabilities-$20,553-
Unsecured Notes Loans Payable$10,498--
Total Liabilities$447,767$380,474▼ $67,293
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$528,336$501,129▼ $27,207
Total Net Assets Fund Balance$528,336$501,129▼ $27,207
Total Liabilities and Net Assets / Fund Balance$976,103$881,603▼ $94,500

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$93,774$478,869$572,643
Equipment$127,562$321,823$449,385
Leasehold Improvements$38,287$851$39,138
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joshua GersonChairman
Deanne SherbondyVice Chairma
Bob AlbrightDirector
Bobbi KeeferDirector
Diane LingenfieldDirector
James SherbondyDirector
Kevin Bundridge SrDirector
Kevin DixDirector
Marisa RothDirector
Josh GersonSecretary
Carole DolanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,053,578
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-25,007

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,053,578
Total Revenue per Audited Statements
$4,053,578
Total Revenue per Form 990
$4,053,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,510,113
Other Expenses$568,472
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,046,225$741,755-$2,787,980
Other Employee Benefits$277,094$47,825-$324,919
Pension Plan Contributions$155,307$53,040-$208,347
Payroll Taxes$167,682$21,185-$188,867
Insurance$100,800$3,547-$104,347
All Other Expenses$54,325$39,580-$93,905
Occupancy$21,473$29,064-$50,537
Other Expenses$39,285$9,910-$49,195
Depreciation Depletion$44,823--$44,823
Travel$440--$440
Total Functional Expenses$3,106,060$972,525$0$4,078,585

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,078,585
Total Expenses per Audited Statements$4,078,585
Total Expenses per Form 990$4,078,585
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$20,553
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
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

William hughes glenna hughes family deanne sherbondy jim sherbondy family

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

The organizations board of directors completes an annual questionnaire to update information needed to be reported on the form 990. This questionnaire is forwarded to the auditor for completion of the form 990. A preliminary copy of the form 990 is provided to the board for review and final approval. Once the preliminary review is completed by the board and necessary changes are made by the auditor, the final form 990 is presented to the board for final approval and submission.

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

The executive director will monitor ongoing or proposed transactions for conflicts of interest and disclose to the board president to permit the board to manange potential or actual conflicts, regardless if discovered before or after the transaction.

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

The board of directors performs an annual evaluation of the executive directors management performance and approves their compensation based on guidelines established.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Twin Trees Inc
EIN
25-1345836
Phone
7246285353
Address
2616 C MEMORIAL BOULEVARD, CONNELLSVILLE, PA 15425

Signing Officer

Name
Joshua Gerson
Title
Chairman
Phone
7246285353
Signed
2023-11-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Gerson
Formed
1977
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
56

Preparer

Firm
Opst & Associates LLC
Address
1225 SOUTH MAIN STREET STE 102, GREENSBURG, PA 15601
Preparer
Edward P Opst
Phone
7248326401
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1158425
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt255507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03839646
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1158425
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt255507
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0510682
IRS990/PYProgramServiceRevenueAmt04021206
IRS990/PYRevenuesLessExpensesAmt095094
IRS990/PYSalariesCompEmpBnftPaidAmt03415430
IRS990/PYTotalExpensesAmt03926112
IRS990/PYTotalRevenueAmt04021206
IRS990/ReconcilationRevenueExpnssAmt0-25007
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03998071
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105175
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03839646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03707459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03519598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03551901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03561968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018180572
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011563874
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt018180572
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03839646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03707459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03519598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03551901
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03561968
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018180572
IRS990ScheduleA/TotalSupportAmt018180572
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt093774
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0478869
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0572643
IRS990ScheduleD/EquipmentGrp/BookValueAmt0127562
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0321823
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0449385
IRS990ScheduleD/ExpensesSubtotalAmt04078585
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt038287
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0851
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt039138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020553
IRS990ScheduleD/RevenueSubtotalAmt04053578
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0259623
IRS990ScheduleD/TotalExpensesPerForm990Amt04078585
IRS990ScheduleD/TotalLiabilityAmt020553
IRS990ScheduleD/TotalRevenuePerForm990Amt04053578
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04053578
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04078585
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM HUGHES GLENNA HUGHES FAMILY DEANNE SHERBONDY JIM SHERBONDY FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS BOARD OF DIRECTORS COMPLETES AN ANNUAL QUESTIONNAIRE TO UPDATE INFORMATION NEEDED TO BE REPORTED ON THE FORM 990. THIS QUESTIONNAIRE IS FORWARDED TO THE AUDITOR FOR COMPLETION OF THE FORM 990. A PRELIMINARY COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND FINAL APPROVAL. ONCE THE PRELIMINARY REVIEW IS COMPLETED BY THE BOARD AND NECESSARY CHANGES ARE MADE BY THE AUDITOR, THE FINAL FORM 990 IS PRESENTED TO THE BOARD FOR FINAL APPROVAL AND SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR WILL MONITOR ONGOING OR PROPOSED TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE TO THE BOARD PRESIDENT TO PERMIT THE BOARD TO MANANGE POTENTIAL OR ACTUAL CONFLICTS, REGARDLESS IF DISCOVERED BEFORE OR AFTER THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS PERFORMS AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTORS MANAGEMENT PERFORMANCE AND APPROVES THEIR COMPENSATION BASED ON GUIDELINES ESTABLISHED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0976103
IRS990/TotalAssetsEOYAmt0881603
IRS990/TotalAssetsGrp/BOYAmt0976103
IRS990/TotalAssetsGrp/EOYAmt0881603
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt056
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0972525
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03106060
IRS990/TotalFunctionalExpensesGrp/TotalAmt04078585
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0447767
IRS990/TotalLiabilitiesEOYAmt0380474
IRS990/TotalLiabilitiesGrp/BOYAmt0447767
IRS990/TotalLiabilitiesGrp/EOYAmt0380474
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0528336
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0501129
IRS990/TotalProgramServiceExpensesAmt03106060
IRS990/TotalProgramServiceRevenueAmt04053578
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04053578
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04053578
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0976103
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0881603
IRS990/TravelGrp/ProgramServicesAmt0440
IRS990/TravelGrp/TotalAmt0440
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt010498
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02616 C MEMORIAL BOULEVARD
IRS990/USAddress/CityNm0CONNELLSVILLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015425
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA GERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07246285353
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWIN TREES INC
ReturnHeader/Filer/BusinessNameControlTxt0TWIN
ReturnHeader/Filer/EIN0251345836
ReturnHeader/Filer/PhoneNum07246285353
ReturnHeader/Filer/USAddress/AddressLine1Txt02616 C MEMORIAL BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0CONNELLSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015425
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461631796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OPST & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01225 SOUTH MAIN STREET STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015601
ReturnHeader/PreparerPersonGrp/PhoneNum07248326401
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD P OPST
ReturnHeader/ReturnTs02023-12-14T16:00:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUGHES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.94$0.46$0.48$4.40$4.41$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.42$0.49$4.09$4.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.38$0.50$4.05$4.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.45$0.53$4.02$3.93$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.45$0.43$3.70$3.66$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.55$0.39$3.84$3.88$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.40$0.43$3.72$3.67$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.36$0.38$3.27$2.95$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.52$0.05$2.90$2.87$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.50$0.01$2.88$2.76$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.60$0.10$2.68$2.89$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.40$0.11$2.60$2.75$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.38$0.26$2.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.41$0.07$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.40$0.30$2.22