Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 33-0808825

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 29, 2020

Organization Profilewww2.powayusd.com/pusdsces/pta
11775 Shoal Creek DriveSan Diego, CA 92128

(858) 613-9080

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

20%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

12%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$35,635

Up $5,957 (+20%) from 2019

Net Assets

Up

$35,411

Up $5,733 (+19%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$33,570

Up $3,535 (+12%) from 2019

Expenses

Down

$27,837

Down $629 (-2.2%) from 2019

Net Income

Up

$5,733

Up $4,164 (+265%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$80K$60K$40K$20K$0Assets 2018: $28,109Net Assets 2018: $28,1092018Assets 2019: $29,678Net Assets 2019: $29,6782019Assets 2020: $35,635Net Assets 2020: $35,4112020Assets 2021: $49,296Net Assets 2021: $49,2962021Assets 2022: $63,841Net Assets 2022: $63,8412022Assets 2023: $42,326Net Assets 2023: $42,3262023Assets 2024: $33,472Net Assets 2024: $33,4722024Assets 2025: $54,054Net Assets 2025: $54,0542025

Highlighted filing

2020

Assets$35,635
Liabilities-
Net Assets$35,411
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50KRevenue 2018: $28,537Expenses 2018: $43,565Net Income 2018: -$15,0282018Revenue 2019: $30,035Expenses 2019: $28,466Net Income 2019: $1,5692019Revenue 2020: $33,570Expenses 2020: $27,837Net Income 2020: $5,7332020Revenue 2021: $70,198Expenses 2021: $56,537Net Income 2021: $13,6612021Revenue 2022: $75,275Expenses 2022: $60,730Net Income 2022: $14,5452022Revenue 2023: $19,209Expenses 2023: $40,724Net Income 2023: -$21,5152023Revenue 2024: $17,508Expenses 2024: $22,488Net Income 2024: -$4,9802024Revenue 2025: $37,255Expenses 2025: $16,673Net Income 2025: $20,5822025

Highlighted filing

2020

Revenue$33,570
Expenses$27,837
Net Income$5,733
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 29, 2020
Return Version
2019v5.1
Gross Receipts
$56,505
Mission and Program Overview

Mission

To support and enhance the educational excellence of shoal creek elementary school by involving parents in the academic growth of their children, acknowleging the excellence of teachers and students, and providing educational programs and classroom materials.

Program Services

DescriptionGrantsExpenses
PROVIDED FOR VARIOUS PROGRAMS AND SUPPLIES TO ENHANCE THE EDUCATIONAL EXPERIENCE OF SHOAL CREEK ELEMENTARY SCHOOL STUDENTS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON CLARKPresidentPT$0--
ANDREA ROBERTSRecording Secretary-$0--
REBECCA REYNOLDSFinancial Secretary-$0--
ERIN GLICKVP Ways And Means-$0--
SUNAINA DUNNETreasurerPT$0--
VERONICA VILLEGASAuditor-$0--
MICHELLE ZEIDLERHistorian-$0--
KELLY KIRKVP Membership-$0--
MARK ATKINSPrincipal-$0--
JESSICA HARDYParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Shoal Creek Pta
EIN
33-0808825
Phone
8586139080
Address
11775 SHOAL CREEK DRIVE, SAN DIEGO, CA 92128

Signing Officer

Name
Sunaina Dunne
Title
Treasurer
Phone
8586139080
Signed
2020-09-29
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
5252 BALBOA AVE STE 600, SAN DIEGO, CA 92117
Preparer
Frank Edmonds
Phone
8582794747
Supplemental Narrative

Additional Explanations

PART 1 LINE 10:

“Grants to classrooms totalling $4,554”

PART 1 LINE 16:

“Total expenses of $22,227 including admin expenses of $883, staff expenses totalling $11,175, and project expenses totalling $10,169.”

FORM 990EZ:

“Full name of organization under group heading---california congress of parents, teachers, and students, inc. 5350 shoal creek pta”

PART IV: LIST OF OFFICERS

“President--shannon clark, treasurer--sunaina dunne, secretary--andrea roberts, financial secretary--rebecca reynolds, vp of ways and means--erin glick, vp of membership--kelly kirk, auditor--veronica villegas, historian--michelle zeidler, parliamentarian--jessica hardy.”

PART V LINE 42A: ORGANIZATION BOOKS

“Organization books are in the care of sunaina dunne, treasurer”

Raw XML Appendix180 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUNAINA DUNNE
IRS990EZ/BooksInCareOfDetail/PhoneNum08586139080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011775 SHOAL CREEK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035635
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01280
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05733
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01056
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029678
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035635
IRS990EZ/FundraisingGrossIncomeAmt053678
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04554
IRS990EZ/GrossReceiptsAmt056505
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01547
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029678
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035411
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029678
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035635
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt49.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN GLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUNAINA DUNNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VERONICA VILLEGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELLE ZEIDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELLY KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK ATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JESSICA HARDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022227
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND ENHANCE THE EDUCATIONAL EXCELLENCE OF SHOAL CREEK ELEMENTARY SCHOOL BY INVOLVING PARENTS IN THE ACADEMIC GROWTH OF THEIR CHILDREN, ACKNOWLEGING THE EXCELLENCE OF TEACHERS AND STUDENTS, AND PROVIDING EDUCATIONAL PROGRAMS AND CLASSROOM MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FOR VARIOUS PROGRAMS AND SUPPLIES TO ENHANCE THE EDUCATIONAL EXPERIENCE OF SHOAL CREEK ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022935
IRS990EZ/SpecialEventsNetIncomeLossAmt030743
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027837
IRS990EZ/TotalRevenueAmt033570
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www2.powayusd.com/pusdsces/pta/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0275298
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0289344
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074365
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043740
IRS990ScheduleA/Total509Grp/TotalAmt0289344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043740
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289344
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS TO CLASSROOMS TOTALLING $4,554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TOTAL EXPENSES OF $22,227 INCLUDING ADMIN EXPENSES OF $883, STAFF EXPENSES TOTALLING $11,175, AND PROJECT EXPENSES TOTALLING $10,169.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FULL NAME OF ORGANIZATION UNDER GROUP HEADING---CALIFORNIA CONGRESS OF PARENTS, TEACHERS, AND STUDENTS, INC. 5350 SHOAL CREEK PTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESIDENT--SHANNON CLARK, TREASURER--SUNAINA DUNNE, SECRETARY--ANDREA ROBERTS, FINANCIAL SECRETARY--REBECCA REYNOLDS, VP OF WAYS AND MEANS--ERIN GLICK, VP OF MEMBERSHIP--KELLY KIRK, AUDITOR--VERONICA VILLEGAS, HISTORIAN--MICHELLE ZEIDLER, PARLIAMENTARIAN--JESSICA HARDY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION BOOKS ARE IN THE CARE OF SUNAINA DUNNE, TREASURER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART IV: LIST OF OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART V LINE 42A: ORGANIZATION BOOKS
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SUNAINA DUNNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586139080
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOAL CREEK PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PARENTS STUDENTS AND TEACHERS INC 5350 SHOAL CREEK
ReturnHeader/Filer/BusinessNameControlTxt0SHOA
ReturnHeader/Filer/EIN0330808825
ReturnHeader/Filer/PhoneNum08586139080
ReturnHeader/Filer/USAddress/AddressLine1Txt011775 SHOAL CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06F6C419942BDC6BF35E616337F74D86C0D03899D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F6C419942BDC6BF35E616337F74D86C0D03899D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.95.46.83
ReturnHeader/FilingSecurityInformation/IPDt02020-10-06
ReturnHeader/FilingSecurityInformation/IPTm015:15:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05252 BALBOA AVE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08582794747
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank Edmonds
ReturnHeader/ReturnTs02020-10-05T19:56:22Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,635
Liabilities
-
Net assets
$35,411
Revenue
$33,570
Expenses
$27,837
Net income
$5,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.1$54.1$37.3$16.7$20.6
2024Detailed filing. Detailed filing data is available for this year.$33.5$33.5$17.5$22.5$4.98
2023Detailed filing. Detailed filing data is available for this year.$42.3$42.3$19.2$40.7$21.5
2022Detailed filing. Detailed filing data is available for this year.$63.8$63.8$75.3$60.7$14.5
2021Detailed filing. Detailed filing data is available for this year.$49.3$49.3$70.2$56.5$13.7
2020Detailed filing. Detailed filing data is available for this year.$35.6$35.4$33.6$27.8$5.73
2019Detailed filing. Detailed filing data is available for this year.$29.7$29.7$30.0$28.5$1.57
2018Detailed filing. Detailed filing data is available for this year.$28.1$28.1$28.5$43.6$15.0