Civic Intelligence

Greene Foundation

990 • Fiscal year 2013 • EIN 31-0886949

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

2110 Leiter Road45342

(937) 384-4550

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$7,417,028

Up $2,491,569 (+51%) from 2012

Net Assets

Up

$7,416,607

Up $2,491,253 (+51%) from 2012

Liabilities

Up

$421

Up $316 (+301%) from 2012

Revenue And Expenses

Revenue

$2,623,376

No earlier filing loaded for comparison.

Expenses

Down

$406,084

Down $4,564,986 (-92%) from 2012

Net Income

$2,217,292

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,185,315Liabilities 2010: $7,679Net Assets 2010: $5,177,6362010Assets 2011: $4,926,268Liabilities 2011: $3,939Net Assets 2011: $4,922,3292011Assets 2012: $4,925,459Liabilities 2012: $105Net Assets 2012: $4,925,3542012Assets 2013: $7,417,028Liabilities 2013: $421Net Assets 2013: $7,416,6072013Assets 2014: $7,418,609Liabilities 2014: $1,031Net Assets 2014: $7,417,5782014Assets 2015: $7,216,772Liabilities 2015: $24,117Net Assets 2015: $7,192,6552015Assets 2016: $6,868,600Liabilities 2016: $32,097Net Assets 2016: $6,836,5032016Assets 2017: $5,810,695Liabilities 2017: $26,661Net Assets 2017: $5,784,0342017Assets 2018: $3,497,443Liabilities 2018: $9,449Net Assets 2018: $3,487,9942018Assets 2019: $4,232,629Liabilities 2019: $1,066Net Assets 2019: $4,231,5632019Assets 2020: $4,327,767Liabilities 2020: $0Net Assets 2020: $4,327,7672020Assets 2021: $4,403,834Liabilities 2021: $7,613Net Assets 2021: $4,396,2212021Assets 2022: $3,712,664Liabilities 2022: $0Net Assets 2022: $3,712,6642022Assets 2023: $3,649,515Liabilities 2023: $2,050Net Assets 2023: $3,647,4652023Assets 2024: $3,596,981Liabilities 2024: $0Net Assets 2024: $3,596,9812024

Highlighted filing

2013

Assets$7,417,028
Liabilities$421
Net Assets$7,416,607

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $403,6982010Expenses 2011: $737,9342011Expenses 2012: $4,971,0702012Revenue 2013: $2,623,376Expenses 2013: $406,084Net Income 2013: $2,217,2922013Revenue 2014: $492,167Expenses 2014: $483,939Net Income 2014: $8,2282014Revenue 2015: $1,094,793Expenses 2015: $1,113,629Net Income 2015: -$18,8362015Revenue 2016: $331,921Expenses 2016: $792,896Net Income 2016: -$460,9752016Revenue 2017: $414,568Expenses 2017: $2,126,924Net Income 2017: -$1,712,3562017Revenue 2018: $442,776Expenses 2018: $2,766,286Net Income 2018: -$2,323,5102018Revenue 2019: $1,135,855Expenses 2019: $593,584Net Income 2019: $542,2712019Revenue 2020: $384,978Expenses 2020: $547,213Net Income 2020: -$162,2352020Revenue 2021: $451,573Expenses 2021: $848,970Net Income 2021: -$397,3972021Revenue 2022: $246,386Expenses 2022: $792,238Net Income 2022: -$545,8522022Revenue 2023: $309,030Expenses 2023: $728,047Net Income 2023: -$419,0172023Revenue 2024: $321,533Expenses 2024: $432,999Net Income 2024: -$111,4662024

Highlighted filing

2013

Revenue$2,623,376
Expenses$406,084
Net Income$2,217,292
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$2,682,890
Mission and Program Overview

Mission

Greene Foundation raises funds for Greene Memorial Hospital,Beavercreek Medical Center, and Greene Oaks.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,798,792$4,023,139▲ $224,347
Cash and Non-Interest-Bearing Accounts$670,498$2,946,477▲ $2,275,979
Savings and Temporary Cash Investments$250,479$247,364▼ $3,115
Prepaid Expenses and Deferred Charges$5,690--
Pledges and Grants Receivable-$48-
Total Assets$4,925,459$7,417,028▲ $2,491,569
Other Assets Total$200,000$200,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$105$421▲ $316
Total Liabilities$105$421▲ $316
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,724,092$3,921,587▲ $2,197,495
Unrestricted Net Assets$2,319,707$2,610,979▲ $291,272
Permanently Rstr Net Assets$881,555$884,041▲ $2,486
Total Net Assets Fund Balance$4,925,354$7,416,607▲ $2,491,253
Total Liabilities and Net Assets / Fund Balance$4,925,459$7,417,028▲ $2,491,569

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$890,048$182,486▲ $156,076$-35,628$1,264,238
2012$963,024-▲ $102,831$175,807$890,048
2011$971,555-▼ $8,531-$963,024
2010$792,274-▲ $179,281-$971,555
2009$503,073-▲ $289,201-$792,274
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jeff BrockExecutive DirectorFT$148,292$148,292

Board Members and Trustees

NameTitle
John Finlay EsquireChairman
Dee PhillipsAuxiliary President
Dolly ParkerSoin Volunteer President
Cheryl LightleVice Chairman
Berkwood FarmerDirector
Bud MayDirector
Douglas FanninDirector
Herb LemasterDirector
Krista RogersDirector
Mark SmithFormer Director & Officer
Mike StephensFormer Director & Officer
Steve ChavezFormer Officer
Tim KoFormer Officer
Ronald ConnovichGMH VP of Finance & Operations
Linda BaileyPhysician
Catherine LeSourdSecretary
Terry BurnsSenior VP GMH/SOIN
Eric MurrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,400,622
Program Service Revenue
$0
Investment Income
$268,070
Other Revenue
$-45,316
All Other Contributions
$2,305,744
Change in Net Assets
$2,217,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$217,708
Other Expenses$114,896
Grants and Similar Amounts Paid$73,480
Total Fundraising Expense$37,011
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$114,262$19,805$18,282$152,349
Grants to Domestic Orgs$73,480--$73,480
Other Salaries and Wages$33,800$5,859$5,408$45,067
Fees for Services Other$29,128$5,049$4,660$38,837
Information Technology$22,610$3,919$3,617$30,146
Fees for Service Investment Mgmnt Fees-$21,275-$21,275
Other Employee Benefits$13,472$2,335$2,156$17,963
Office Expenses$4,906$2,776$785$8,467
Travel$1,980$343$317$2,640
Payroll Taxes$1,747$303$279$2,329
Other Expenses$1,212$210$194$1,616
Advertising$850$147$136$1,133
Fees for Services Accounting-$980-$980
Total Functional Expenses$304,798$64,275$37,011$406,084
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-0809436-501(c)(3)Support$54,921
27-0712680-501(c)(3)Support$17,107
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$59,514
Fundraising Gross Income$14,198
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$52,370$9,665$3,043$6,622
Event 2$34,292$4,533$12,420$-7,887
Total Events$109,076$14,198$59,514$-45,316
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
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

A tax specialist is engaged to review the 990. The 990 is reviewed and accepted by the audit committee which reports this to the governing body (board).

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

The Network regularly and consistently monitors and enforces compliance with the conflict of interest policy by making it part of the employees' annual reviews. Employees must certify that they have read the conflict of interest policy and have disclosed any potential conflicts and agree to immediately notify Corporate Integrity if one should arise. Board members are required to annually review the Network's policy, sign a conflict of interest statement, and notify the Network if a conflict should arise.

Form 990, Part VI, Section B, line 15

The process of determining compensation of CEO's, executive directors, officers, and key employees is to have an independent board approve the compensation. The compensation is determined to be reasonable compared to independent comparability data. The approval of the amounts is documented in the Board minutes within the appropriate time frame. At year end the organization reviews executive compensation by comparing the amounts approved to the amounts paid.

Form 990, Part VI, Section C, line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
31-0886949
Phone
9373844550

Signing Officer

Name
Clifton Patten
Title
Khn CFO
Phone
9373844550
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clifton Patten
Formed
1983
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Preparer
Herbert L Lemaster CPA
Phone
9372260070
Supplemental Narrative

Additional Explanations

Part XIII, Line 2C

The Board of Trustees is responsible for the oversight of the independent audit. This process is consistent with the prior year.

Part IX, Lines 7, 8, 9, 10

Salaries, retirement plan contributions, other benefits, and payroll taxes are paid by and allocated from Kettering Medical Center.

Financial Statement Notes

Part V, Line 4:

The endowment funds are used to provide income which is used to support the operations and capital needs of the supported organizations.

Part X, Line 2:

The Network completed an analysis of its tax positions in accordance with applicable accounting guidance and determined that no amounts were required to be recognized in the consolidated financial statements at December 31, 2013 or 2012.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Senior VP GMH/SOIN
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Physician
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Soin Volunteer President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Auxiliary President
IRS990/Form990PartVIISectionAGrp/TitleTxt13GMH VP of Finance & Operations
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0123095
IRS990/GrossReceiptsAmt02682890
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03617
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03919
IRS990/InformationTechnologyGrp/ProgramServicesAmt022610
IRS990/InformationTechnologyGrp/TotalAmt030146
IRS990/InvestmentIncomeGrp/ExclusionAmt0144975
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0144975
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03798792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04023139
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Greene Foundation raises funds for Greene Memorial Hospital,Beavercreek Medical Center, and Greene Oaks.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04925354
IRS990/NetAssetsOrFundBalancesEOYAmt07416607
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0123095
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0123095
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-45316
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-45316
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0273961
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0785
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02776
IRS990/OfficeExpensesGrp/ProgramServicesAmt04906
IRS990/OfficeExpensesGrp/TotalAmt08467
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0200000
IRS990/OtherAssetsTotalGrp/EOYAmt0200000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02156
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02335
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013472
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017963
IRS990/OtherExpensesGrp/Desc0Hospitality
IRS990/OtherExpensesGrp/Desc1Network allocations
IRS990/OtherExpensesGrp/Desc2Membership
IRS990/OtherExpensesGrp/FundraisingAmt0756
IRS990/OtherExpensesGrp/FundraisingAmt1421
IRS990/OtherExpensesGrp/FundraisingAmt2194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0818
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1456
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2210
IRS990/OtherExpensesGrp/ProgramServicesAmt04722
IRS990/OtherExpensesGrp/ProgramServicesAmt12629
IRS990/OtherExpensesGrp/ProgramServicesAmt21212
IRS990/OtherExpensesGrp/TotalAmt06296
IRS990/OtherExpensesGrp/TotalAmt13506
IRS990/OtherExpensesGrp/TotalAmt21616
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05408
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05859
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033800
IRS990/OtherSalariesAndWagesGrp/TotalAmt045067
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0279
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0303
IRS990/PayrollTaxesGrp/ProgramServicesAmt01747
IRS990/PayrollTaxesGrp/TotalAmt02329
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0881555
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0884041
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt048
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05690
IRS990/PrincipalOfficerNm0Clifton Patten
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04562070
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04698445
IRS990/PYInvestmentIncomeAmt0385639
IRS990/PYOtherExpensesAmt077703
IRS990/PYOtherRevenueAmt0-38009
IRS990/PYProgramServiceRevenueAmt01427
IRS990/PYRevenuesLessExpensesAmt0-59943
IRS990/PYSalariesCompEmpBnftPaidAmt0194922
IRS990/PYTotalExpensesAmt04971070
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04911127
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02217292
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0250479
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0247364
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310809436
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1270712680
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2310999724
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc13
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc29
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt054921
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt117107
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt21452
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Greene Memorial Hospital
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11Beavercreek Medical Center
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12Greene Oaks
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd21
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt073480
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0890048
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0182486
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01264238
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0156076
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-35628
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0963024
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0890048
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0102831
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0175807
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0971555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0963024

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.00$3.60$0.32$0.43$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.31$0.73$0.42
2022Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.25$0.79$0.55
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.01$4.40$0.45$0.85$0.40
2020Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.38$0.55$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$1.14$0.59$0.54
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.01$3.49$0.44$2.77$2.32
2017Detailed filing. Detailed filing data is available for this year.$5.81$0.03$5.78$0.41$2.13$1.71
2016Detailed filing. Detailed filing data is available for this year.$6.87$0.03$6.84$0.33$0.79$0.46
2015Detailed filing. Detailed filing data is available for this year.$7.22$0.02$7.19$1.09$1.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.49$0.48$0.01
2013Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$2.62$0.41$2.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.00$4.93$4.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.00$4.92$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.01$5.18$0.40