Civic Intelligence

Encinitas Preservation Association

990 • Fiscal year 2017 • EIN 26-3679162

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileWWW.ENCINITASPRESERVATIONFOUNDATION.ORG
207 West D StreetEncinitas, CA 92024

(760) 436-9044

Siviq Scores

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

Liabilities / Assets

78th percentile

0.44x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

5.30x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

9.8%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$1,508,980

Up $711 (+0.0%) from 2016

Net Assets

Up

$838,632

Up $12,335 (+1.5%) from 2016

Liabilities

Down

$670,348

Down $11,624 (-1.7%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin66th percentile

Revenue

Up

$126,498

Up $22,466 (+22%) from 2016

Expenses

Up

$114,162

Up $7,115 (+6.6%) from 2016

Net Income

Up

$12,336

Up $15,351 (+509%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,524,943Liabilities 2012: $690,088Net Assets 2012: $834,8552012Assets 2013: $1,597,807Liabilities 2013: $731,729Net Assets 2013: $866,0782013Assets 2014: $1,556,332Liabilities 2014: $699,618Net Assets 2014: $856,7142014Assets 2015: $1,527,469Liabilities 2015: $698,156Net Assets 2015: $829,3132015Assets 2016: $1,508,269Liabilities 2016: $681,972Net Assets 2016: $826,2972016Assets 2017: $1,508,980Liabilities 2017: $670,348Net Assets 2017: $838,6322017Assets 2018: $1,489,968Liabilities 2018: $652,784Net Assets 2018: $837,1842018Assets 2019: $1,498,934Liabilities 2019: $634,605Net Assets 2019: $864,3292019Assets 2020: $1,496,699Liabilities 2020: $658,979Net Assets 2020: $837,7202020Assets 2021: $1,479,691Liabilities 2021: $647,623Net Assets 2021: $832,0682021Assets 2022: $1,467,988Liabilities 2022: $637,909Net Assets 2022: $830,0792022Assets 2023: $1,471,250Liabilities 2023: $616,622Net Assets 2023: $854,6282023Assets 2024: $1,393,103Liabilities 2024: $608,319Net Assets 2024: $784,7842024Assets 2025: $1,315,817Liabilities 2025: $595,090Net Assets 2025: $720,7272025

Highlighted filing

2017

Assets$1,508,980
Liabilities$670,348
Net Assets$838,632
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$200K$100K$0-$100KExpenses 2012: $105,0982012Expenses 2013: $118,8852013Revenue 2014: $100,108Expenses 2014: $109,370Net Income 2014: -$9,2622014Revenue 2015: $106,817Expenses 2015: $137,765Net Income 2015: -$30,9482015Revenue 2016: $104,032Expenses 2016: $107,047Net Income 2016: -$3,0152016Revenue 2017: $126,498Expenses 2017: $114,162Net Income 2017: $12,3362017Revenue 2018: $109,543Expenses 2018: $111,991Net Income 2018: -$2,4482018Revenue 2019: $139,714Expenses 2019: $112,569Net Income 2019: $27,1452019Revenue 2020: $132,802Expenses 2020: $160,225Net Income 2020: -$27,4232020Revenue 2021: $118,782Expenses 2021: $124,361Net Income 2021: -$5,5792021Revenue 2022: $123,736Expenses 2022: $125,725Net Income 2022: -$1,9892022Revenue 2023: $158,705Expenses 2023: $140,437Net Income 2023: $18,2682023Revenue 2024: $97,917Expenses 2024: $160,075Net Income 2024: -$62,1582024Revenue 2025: $78,376Expenses 2025: $139,595Net Income 2025: -$61,2192025

Highlighted filing

2017

Revenue$126,498
Expenses$114,162
Net Income$12,336
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$126,498
Mission and Program Overview

Mission

Encinitas preservation association is dedicated to preserving historic buildings and places that represent the rich core of historic culture in the city of encinitas for the enjoyment of future generations. And to provide low income housing to residents of encinitas.

Encinitas preservation association is dedicated to preserving historic buildings and places that represent the rich core of historic culture in the city of encinitas for the enjoyment of future generations

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,457,331$1,450,322▼ $7,009
Cash and Non-Interest-Bearing Accounts$50,938$58,658▲ $7,720
Total Assets$1,508,269$1,508,980▲ $711
Liabilities
Mortgage Notes Payable Secured by Investment Property$675,970$660,396▼ $15,574
Other Liabilities$6,002$7,382▲ $1,380
Deferred Revenue-$2,570-
Total Liabilities$681,972$670,348▼ $11,624
Net Assets / Fund Balance
Unrestricted Net Assets$826,297$838,632▲ $12,335
Total Net Assets Fund Balance$826,297$838,632▲ $12,335
Total Liabilities and Net Assets / Fund Balance$1,508,269$1,508,980▲ $711

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$575,235$278,462$853,697
Land$697,500-$697,500
Leasehold Improvements$176,970$36,820$213,790
Equipment$617$470$1,087
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Bart SmithPresident
Sean EnglertVice President
Adeline BummannDirector
Carolyn CopeDirector
Doug LongDirector
Irene PyunDirector
Manuelita BrownDirector
Roberta WalkerDirector
Suzanne SpectorDirector
Tom CozensDirector
Kellie HinzeSecretary
Calvin EllisorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,795
Program Service Revenue
$101,121
Investment Income
$0
Other Revenue
$1,582
All Other Contributions
$3,390
Change in Net Assets
$12,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,162
Total Fundraising Expense$1,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$37,942--$37,942
Interest$33,917--$33,917
Fees for Services Other$8,208--$8,208
Other Expenses$4,560--$4,560
Insurance$1,788$2,214-$4,002
All Other Expenses$500$440$1,362$2,302
Total Functional Expenses$110,146$2,654$1,362$114,162
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$7,382
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 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 governing body review Part VI line 11

“A copy of the tax return was e-mailed to the board of directors for their review prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“At every board of directors meeting, whenever a vote is taken that involves a potential conflict of interest, a query is made of any confilict and, if determined that there is a conflict, the board member involved is asked to abstain from voting. Furthermore the member is instructed to fill out a conflict of interest disclosure statement.”

CEO executive director top management comp Part VI line 15A

“NOT APPLICABLE”

Other officer or key employee compensation Part VI line 15B

“NOT APPLICABLE”

Governing documents etc available to public Part VI line 19

“The form 990 is avaiable to the public on the state attorney generals registry of charitable trust website. It is also avaialbe to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Encinitas Preservation Association
EIN
26-3679162
Address
207 WEST D STREET, ENCINITAS, CA 92024

Signing Officer

Name
Calvin Ellisor
Title
Treasurer
Phone
7604369044
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bart Smith
Formed
2008
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Mother Lode Bookkeeping Inc
Address
207 WEST D STREET, ENCINITAS, CA 92024
Preparer
Calvin C Ellisor EA
Phone
7604369044
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Other changes to net assets are as follows:rounding -1”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrincipalOfficerNm0BART SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0101121
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0101121
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03247
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04
IRS990/PYOtherExpensesAmt0107047
IRS990/PYOtherRevenueAmt01626
IRS990/PYProgramServiceRevenueAmt099155
IRS990/PYRevenuesLessExpensesAmt0-3015
IRS990/PYTotalExpensesAmt0107047
IRS990/PYTotalRevenueAmt0104032
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt012336
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0102703
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0110665
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0102703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0100781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt097064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0468804
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01905
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt02647
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01405
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt01277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt08081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99150
IRS990ScheduleA/PublicSupportPY509Pct00.99110
IRS990ScheduleA/PublicSupportTotal509Amt0582550
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0106811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0150106
IRS990ScheduleA/Total509Grp/TotalAmt0587550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0104032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0106817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0150106
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0587561
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0575235
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0278462
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0853697
IRS990ScheduleD/EquipmentGrp/BookValueAmt0617
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0470
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01087
IRS990ScheduleD/LandGrp/BookValueAmt0697500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0697500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0176970
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt036820
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0213790
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07382
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01450322
IRS990ScheduleD/TotalLiabilityAmt07382
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE TAX RETURN WAS E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EVERY BOARD OF DIRECTORS MEETING, WHENEVER A VOTE IS TAKEN THAT INVOLVES A POTENTIAL CONFLICT OF INTEREST, A QUERY IS MADE OF ANY CONFILICT AND, IF DETERMINED THAT THERE IS A CONFLICT, THE BOARD MEMBER INVOLVED IS ASKED TO ABSTAIN FROM VOTING. FURTHERMORE THE MEMBER IS INSTRUCTED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS AVAIABLE TO THE PUBLIC ON THE STATE ATTORNEY GENERALS REGISTRY OF CHARITABLE TRUST WEBSITE. IT IS ALSO AVAIALBE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER CHANGES TO NET ASSETS ARE AS FOLLOWS:ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01508269
IRS990/TotalAssetsEOYAmt01508980
IRS990/TotalAssetsGrp/BOYAmt01508269
IRS990/TotalAssetsGrp/EOYAmt01508980
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023795
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01362
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02654
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110146
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114162
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0681972
IRS990/TotalLiabilitiesEOYAmt0670348
IRS990/TotalLiabilitiesGrp/BOYAmt0681972
IRS990/TotalLiabilitiesGrp/EOYAmt0670348
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0826297
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0838632
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0110146
IRS990/TotalProgramServiceRevenueAmt0101121
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102703
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0126498
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01508269

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,508,980
Liabilities
$670,348
Net assets
$838,632
Revenue
$126,498
Expenses
$114,162
Net income
$12,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.60$0.72$0.08$0.14$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.61$0.78$0.10$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.62$0.85$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.64$0.83$0.12$0.13$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.65$0.83$0.12$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.66$0.84$0.13$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.63$0.86$0.14$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.65$0.84$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.67$0.84$0.13$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.68$0.83$0.10$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.70$0.83$0.11$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.70$0.86$0.10$0.11$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.73$0.87$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.69$0.83$0.11