Civic Intelligence

Richard Lumsden Foundation C/O Craig Lumsden Vice President

990PF • Fiscal year 2015 • EIN 26-4664508

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 12, 2016

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-396%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,465,029

Down $385,653 (-21%) from 2014

Net Assets

Down

$1,465,029

Down $385,653 (-21%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$97,412

Down $23,532 (-19%) from 2014

Expenses

Up

$483,065

Up $52,906 (+12%) from 2014

Net Income

Down

-$385,653

Down $76,438 (-25%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $194,143Liabilities 2010: $0Net Assets 2010: $194,1432010Assets 2011: $131,723Liabilities 2011: $0Net Assets 2011: $131,7232011Assets 2012: $1,115,415Liabilities 2012: $0Net Assets 2012: $1,115,4152012Assets 2013: $2,159,897Liabilities 2013: $0Net Assets 2013: $2,159,8972013Assets 2014: $1,850,682Liabilities 2014: $0Net Assets 2014: $1,850,6822014Assets 2015: $1,465,029Liabilities 2015: $0Net Assets 2015: $1,465,0292015Assets 2016: $370,872Liabilities 2016: $0Net Assets 2016: $370,8722016Assets 2017: $302,330Liabilities 2017: $0Net Assets 2017: $302,3302017Assets 2018: $3,242,307Liabilities 2018: $0Net Assets 2018: $3,242,3072018Assets 2019: $2,819,146Liabilities 2019: $0Net Assets 2019: $2,819,1462019Assets 2020: $2,198,478Liabilities 2020: $0Net Assets 2020: $2,198,4782020Assets 2021: $1,698,129Liabilities 2021: $0Net Assets 2021: $1,698,1292021Assets 2022: $1,073,737Liabilities 2022: $0Net Assets 2022: $1,073,7372022Assets 2023: $696,773Liabilities 2023: $0Net Assets 2023: $696,7732023Assets 2024: $562,192Liabilities 2024: $0Net Assets 2024: $562,1922024

Highlighted filing

2015

Assets$1,465,029
Liabilities$0
Net Assets$1,465,029

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,7062010Expenses 2011: $427,4962011Expenses 2012: $189,8092012Revenue 2013: $1,268,129Expenses 2013: $223,647Net Income 2013: $1,044,4822013Revenue 2014: $120,944Expenses 2014: $430,159Net Income 2014: -$309,2152014Revenue 2015: $97,412Expenses 2015: $483,065Net Income 2015: -$385,6532015Revenue 2016: -$4,508Expenses 2016: $1,089,649Net Income 2016: -$1,094,1572016Revenue 2017: $14,950Expenses 2017: $83,492Net Income 2017: -$68,5422017Revenue 2018: $3,115,854Expenses 2018: $77,354Net Income 2018: $3,038,5002018Revenue 2019: $182,231Expenses 2019: $596,935Net Income 2019: -$414,7042019Revenue 2020: $218,770Expenses 2020: $847,096Net Income 2020: -$628,3262020Revenue 2021: $458,510Expenses 2021: $959,924Net Income 2021: -$501,4142021Revenue 2022: $120,314Expenses 2022: $744,051Net Income 2022: -$623,7372022Revenue 2023: $84,075Expenses 2023: $461,422Net Income 2023: -$377,3472023Revenue 2024: $120,528Expenses 2024: $254,939Net Income 2024: -$134,4112024

Highlighted filing

2015

Revenue$97,412
Expenses$483,065
Net Income-$385,653
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 12, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lesley K IritaniSec-$0--
Craig LumsdenVP-$0--
Doris LumsdenPres / Director / Treas-$0--
Filing and Contact Details

Filer

Filer Name
Richard Lumsden Foundation
EIN
26-4664508
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Doris Lumsden
Title
President
Phone
8008391754
Signed
2016-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MOBILEYE NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MURPHY OIL CP HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PRICELINE.COM INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PUBLIC STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ROCKWELL COLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ROSS STORES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SERVICE NOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90XEROX CP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt040024
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt057383
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt097412
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt097412
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt057383
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0395000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0395000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040024
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040024
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-385653
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0679862
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01530
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01530
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt057383
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt091703
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt066000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt071706
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0474891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0483065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt097412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt097412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt079891
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05709
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt088065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0622479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt057383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt057383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0679862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt057383
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-385653
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01465029
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01850682
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01465029
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt080794
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt080794
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt080794
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt082628
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01834
IRS990PF/DistributableAmountGrp/TotalTaxAmt01834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01880
IRS990PF/FMVAssetsEOYAmt01416918
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01847470
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01464610
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01416499
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01850682
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01465029
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03212
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0419
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01850682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01465029
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01416918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01850682
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01465029
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01850682
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01465029
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01677725
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04265
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01673460
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025166
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt082628
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01652559
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01677725
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Excellence in Giving LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt066000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Philanthropic
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0201 E Las Animas St Suite 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Colorado Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd080903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lesley K Iritani
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Craig Lumsden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Doris Lumsden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Pres / Dir / Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.12$0.25$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.08$0.46$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.12$0.74$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.46$0.96$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.22$0.85$0.63
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.18$0.60$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$3.12$0.08$3.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.01$0.08$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.00$1.09$1.09
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.48$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.43$0.31
2013Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.27$0.22$1.04
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.19
2011Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.43
2010Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00