Civic Intelligence

Safe Place

990 • Fiscal year 2014 • EIN 38-2436401

Oct 01, 2013 to Sep 30, 2014 • Filed on Mar 18, 2015

PO Box 199Battle Creek, MI 49016

(269) 965-6093

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.13x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.07x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

63rd percentile

7.9%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$84,543

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

8.7%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

9.1%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$584,577

Up $46,684 (+8.7%) from 2013

Net Assets

Up

$510,755

Up $87,116 (+21%) from 2013

Liabilities

Down

$73,822

Down $40,432 (-35%) from 2013

Revenue

Up

$1,048,422

Up $87,020 (+9.1%) from 2013

Expenses

Down

$965,970

Down $71,800 (-6.9%) from 2013

Net Income

Up

$82,452

Up $158,820 (+208%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $584,554Liabilities 2011: $76,445Net Assets 2011: $508,1092011Assets 2012: $580,004Liabilities 2012: $82,695Net Assets 2012: $497,3092012Assets 2013: $537,893Liabilities 2013: $114,254Net Assets 2013: $423,6392013Assets 2014: $584,577Liabilities 2014: $73,822Net Assets 2014: $510,7552014Assets 2015: $460,712Liabilities 2015: $150,576Net Assets 2015: $310,1362015Assets 2016: $469,438Liabilities 2016: $121,161Net Assets 2016: $348,2772016Assets 2017: $518,490Liabilities 2017: $68,732Net Assets 2017: $449,7582017Assets 2018: $531,695Liabilities 2018: $88,563Net Assets 2018: $443,1322018Assets 2019: $699,149Liabilities 2019: $199,820Net Assets 2019: $499,3292019Assets 2020: $777,493Liabilities 2020: $164,779Net Assets 2020: $612,7142020Assets 2021: $1,023,626Liabilities 2021: $153,319Net Assets 2021: $870,3072021Assets 2022: $1,081,982Liabilities 2022: $121,210Net Assets 2022: $960,7722022Assets 2023: $1,314,960Liabilities 2023: $117,309Net Assets 2023: $1,197,6512023Assets 2024: $1,383,414Liabilities 2024: $162,600Net Assets 2024: $1,220,8142024

Highlighted filing

2014

Assets$584,577
Liabilities$73,822
Net Assets$510,755

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $911,418Expenses 2011: $936,253Net Income 2011: -$24,8352011Revenue 2012: $963,336Expenses 2012: $979,965Net Income 2012: -$16,6292012Revenue 2013: $961,402Expenses 2013: $1,037,770Net Income 2013: -$76,3682013Revenue 2014: $1,048,422Expenses 2014: $965,970Net Income 2014: $82,4522014Revenue 2015: $793,952Expenses 2015: $993,121Net Income 2015: -$199,1692015Revenue 2016: $944,223Expenses 2016: $907,116Net Income 2016: $37,1072016Revenue 2017: $929,914Expenses 2017: $863,826Net Income 2017: $66,0882017Revenue 2018: $1,014,774Expenses 2018: $990,653Net Income 2018: $24,1212018Revenue 2019: $1,255,967Expenses 2019: $1,222,830Net Income 2019: $33,1372019Revenue 2020: $1,155,678Expenses 2020: $1,085,627Net Income 2020: $70,0512020Revenue 2021: $1,588,485Expenses 2021: $1,366,438Net Income 2021: $222,0472021Revenue 2022: $1,365,202Expenses 2022: $1,267,610Net Income 2022: $97,5922022Revenue 2023: $1,651,090Expenses 2023: $1,416,707Net Income 2023: $234,3832023Revenue 2024: $1,587,734Expenses 2024: $1,570,099Net Income 2024: $17,6352024

Highlighted filing

2014

Revenue$1,048,422
Expenses$965,970
Net Income$82,452
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Mar 18, 2015
Return Version
2013v4.0
Gross Receipts
$1,086,345
Mission and Program Overview

Mission

Safe place exists to provide safety to empower and advocate for victims of domestic violence and their families. Safe place envisions a future where all people enjoy the right to safe, healthy relationships.

Provide safe environment for victims of domestic violence

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$322,512$330,279▲ $7,767
Cash and Non-Interest-Bearing Accounts$67,482$118,739▲ $51,257
Accounts Receivable$98,367$79,661▼ $18,706
Investments in Publicly Traded Securities$43,831$48,496▲ $4,665
Prepaid Expenses and Deferred Charges$676$2,377▲ $1,701
Savings and Temporary Cash Investments$1,025$1,025→ $0
Total Assets$537,893$584,577▲ $46,684
Other Assets Total$4,000$4,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$74,254$73,822▼ $432
Unsecured Notes Loans Payable$40,000--
Total Liabilities$114,254$73,822▼ $40,432
Net Assets / Fund Balance
Unrestricted Net Assets$350,196$436,192▲ $85,996
Temporarily Rstr Net Assets$43,543$44,663▲ $1,120
Permanently Rstr Net Assets$29,900$29,900→ $0
Total Net Assets Fund Balance$423,639$510,755▲ $87,116
Total Liabilities and Net Assets / Fund Balance$537,893$584,577▲ $46,684

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$91,420$480,476$571,896
Leasehold Improvements$177,687$203,357$381,044
Equipment$56,172$95,586$151,758
Land$5,000-$5,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$43,831-▲ $4,665-$48,496
2013$41,133-▲ $4,732-$43,835
2012$35,304-▲ $5,829-$41,133
2011$36,485-▼ $1,181-$35,304
2010$33,690-▲ $2,795-$36,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer FopmaEx. DirectorFT$84,543$84,543

Board Members and Trustees

NameTitle
George JenkotPresident
Dan BuscherBoard Member
Edward BujdosBoard Member
Holly PyperBoard Member
James McdonaghBoard Member
Kris JohnsonBoard Member
Mike OlsonBoard Member
Tina YostBoard Member
Cheryl KrauseBoard Memebr
Scott McdonaldSecretary
Denise MccoyTreasurer
John HallacyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,077,142
Program Service Revenue
$0
Investment Income
$-516
Other Revenue
$-28,204
All Other Contributions
$338,965
Change in Net Assets
$82,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,048,422
Revenue Not Reported on Form 990
$41,808
Total Revenue per Audited Statements
$1,090,230
Total Revenue per Form 990
$1,048,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$560,905
Other Expenses$405,065
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$305,081$85,542-$390,623
Current Officers, Directors, Trustees, and Key Employees$25,232$59,311-$84,543
Occupancy$71,800$625-$72,425
Depreciation Depletion$53,221--$53,221
Payroll Taxes$24,353$18,920-$43,273
Other Employee Benefits$31,122$11,344-$42,466
Office Expenses$10,532$4,557-$15,089
Other Expenses$14,499$10,210-$14,499
All Other Expenses$10,150$4,142-$14,292
Fees for Services Accounting-$12,600-$12,600
Travel$4,349$2,320-$6,669
Conferences and Meetings$1,497$750-$2,247
Interest-$630-$630
Total Functional Expenses$739,301$226,669$0$965,970

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,003,114
Expenses per Audited Statements$965,970
Total Expenses per Form 990$965,970
Expenses Not Reported on Form 990$37,144
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,144
Fundraising Gross Income$8,940
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$55,765-$5,188-
Event 1$69,732$8,940$29,841$-20,901
Total Events$133,103$8,940$37,144$-28,204
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
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The form 990 is reviewed by the finance committee prior to submission and signed by the board treasurer.

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

Review at meetings and prior to votes

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

Board reviews average salary for area and uses information from mcadsv to determine compensation

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

Board reviews average salary for area and uses information from mcadsv to determine compensation

Form 990, Page 6, Part VI, Line 19

Documents can be requested at any time. Each request is evaluated and fulfilled as appropriate.

Filing and Contact Details

Filer

EIN
38-2436401
Phone
2699656093

Signing Officer

Name
Jennifer Fopma
Title
Executive Director
Phone
2699656093
Signed
2015-03-18

Organization Details

Principal Officer
Jennifer Fopma
Formed
1981
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
29
Volunteers
215

Preparer

Preparer
Daniel W Gerber
Phone
2699794102
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Volunteer program - to train and coordinate volunteers to provide support services to victims of domestic violence c.l.a.s.s. Program to assist families in obtaining afforable housing counseling program - to provide counseling services to victims of domestic violence

Form 990, Part XI, Line 9

Fundraising expenses 37,144 fundraising expenses -37,144

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 37,144

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 37,144

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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-28204
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011344
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IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1CLIENT ASSISTANCE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3LIABILITY INSURANCE
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IRS990/OtherExpensesGrp/ProgramServicesAmt28941
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IRS990/OtherExpensesGrp/TotalAmt219151
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0390623
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018920
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IRS990/PayrollTaxesGrp/TotalAmt043273
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt029900
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt029900
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0676
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02377
IRS990/PrincipalOfficerNm0JENNIFER FOPMA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FAMILY ADVOCATE PROGRAM INTENSIVE AFTER CARE PROVIDED TO WOMEN PROSECUTING THEIR ASSAILANTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0133790
IRS990/ProgSrvcAccomActy3Grp/Desc0COUNSELING PROGRAM - GROUP AND INDIVIDUAL COUNSELING STRUCTURED PLAY AND EDUCATIONAL ACTIVITIES ARE PROVIDED TO CHILDREN OF DOMESTIC VIOLENCE TO ASSIST IN IDENTIFYING DOMESTIC VIOLENCE PROBLEMS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt086499
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VOLUNTEER PROGRAM - TO TRAIN AND COORDINATE VOLUNTEERS TO PROVIDE SUPPORT SERVICES TO VICTIMS OF DOMESTIC VIOLENCE C.L.A.S.S. PROGRAM TO ASSIST FAMILIES IN OBTAINING AFFORABLE HOUSING COUNSELING PROGRAM - TO PROVIDE COUNSELING SERVICES TO VICTIMS OF DOMESTIC VIOLENCE
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt013552
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0965909
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0227
IRS990/PYOtherExpensesAmt0385948
IRS990/PYOtherRevenueAmt0-4734
IRS990/PYRevenuesLessExpensesAmt0-76368
IRS990/PYSalariesCompEmpBnftPaidAmt0651822
IRS990/PYTotalExpensesAmt01037770
IRS990/PYTotalRevenueAmt0961402
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt082452
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01077142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0965909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0968529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0903023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0985284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04899887
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0227
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0246
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0263
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0227
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0163
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01921
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01077142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0966069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0968716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0906830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0986873
IRS990ScheduleA/Total509Grp/TotalAmt04905630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01077405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0966296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0968962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0907852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0987036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04907551
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0480476
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt043831
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt048496
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04665
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt043835
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-2030
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04732
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt035304
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt041133
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05829
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt036485
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt035304
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1181
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt036485
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02795
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IRS990ScheduleD/EquipmentGrp/BookValueAmt056172
IRS990ScheduleD/EquipmentGrp/DepreciationAmt095586
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0151758
IRS990ScheduleD/ExpensesNotReportedAmt037144
IRS990ScheduleD/ExpensesSubtotalAmt0965970
IRS990ScheduleD/LandGrp/BookValueAmt05000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0177687
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0203357
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0381044
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04664
IRS990ScheduleD/OtherExpensesIncludedAmt037144
IRS990ScheduleD/OtherRevenueAmt037144
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.62000
IRS990ScheduleD/RevenueNotReportedAmt041808
IRS990ScheduleD/RevenueSubtotalAmt01048422
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 37,144
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 37,144
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.38000

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.$1.38$0.16$1.22$1.59$1.57$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.12$1.20$1.65$1.42$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.12$0.96$1.37$1.27$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.15$0.87$1.59$1.37$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.16$0.61$1.16$1.09$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.20$0.50$1.26$1.22$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.09$0.44$1.01$0.99$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.07$0.45$0.93$0.86$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.12$0.35$0.94$0.91$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.15$0.31$0.79$0.99$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.07$0.51$1.05$0.97$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.11$0.42$0.96$1.04$0.08
2012Summary only. Only limited summary data is available for this year.$0.58$0.08$0.50$0.96$0.98$0.02
2011Summary only. Only limited summary data is available for this year.$0.58$0.08$0.51$0.91$0.94$0.02