Civic Intelligence

Tomah Area Credit Union

990 • Fiscal year 2013 • EIN 39-0966830

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

PO Box 940Tomah, WI 54660

(608) 372-4736

Siviq Scores

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

Liabilities / Assets

61st percentile

0.90x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

67th percentile

20.26x

Higher debt load relative to revenue than 67% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

16th percentile

$97,648

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Source year 2013

Asset Growth

47th percentile

1.5%

Faster asset growth than 47% of similar nonprofits.

2013 filings • 501(c)14 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$54,490,678

Up $825,116 (+1.5%) from 2012

Net Assets

Up

$5,328,016

Up $214,898 (+4.2%) from 2012

Liabilities

Up

$49,162,662

Up $610,218 (+1.3%) from 2012

Revenue

$2,426,149

No earlier filing loaded for comparison.

Expenses

Down

$2,121,741

Down $2,435 (-0.1%) from 2012

Net Income

$304,408

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.

$150M$100M$50M$0Assets 2010: $50,130,277Liabilities 2010: $45,418,861Net Assets 2010: $4,711,4162010Assets 2011: $52,348,322Liabilities 2011: $47,597,224Net Assets 2011: $4,751,0982011Assets 2012: $53,665,562Liabilities 2012: $48,552,444Net Assets 2012: $5,113,1182012Assets 2013: $54,490,678Liabilities 2013: $49,162,662Net Assets 2013: $5,328,0162013Assets 2014: $56,830,903Liabilities 2014: $51,382,551Net Assets 2014: $5,448,3522014Assets 2015: $57,279,573Liabilities 2015: $51,732,031Net Assets 2015: $5,547,5422015Assets 2016: $57,841,230Liabilities 2016: $52,288,836Net Assets 2016: $5,552,3942016Assets 2017: $60,328,102Liabilities 2017: $54,509,743Net Assets 2017: $5,818,3592017Assets 2018: $62,540,147Liabilities 2018: $56,211,417Net Assets 2018: $6,328,7302018Assets 2019: $66,628,756Liabilities 2019: $59,597,405Net Assets 2019: $7,031,3512019Assets 2020: $88,934,855Liabilities 2020: $81,315,123Net Assets 2020: $7,619,7322020Assets 2021: $100,004,143Liabilities 2021: $91,790,260Net Assets 2021: $8,213,8832021Assets 2022: $98,532,665Liabilities 2022: $89,365,064Net Assets 2022: $9,167,6012022Assets 2023: $98,978,712Liabilities 2023: $88,073,215Net Assets 2023: $10,905,4972023Assets 2024: $109,533,670Liabilities 2024: $96,781,038Net Assets 2024: $12,752,6322024Assets 2025: $121,088,675Liabilities 2025: $106,280,719Net Assets 2025: $14,807,9562025

Highlighted filing

2013

Assets$54,490,678
Liabilities$49,162,662
Net Assets$5,328,016

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $2,411,8432010Expenses 2011: $2,338,7422011Expenses 2012: $2,124,1762012Revenue 2013: $2,426,149Expenses 2013: $2,121,741Net Income 2013: $304,4082013Revenue 2014: $2,182,380Expenses 2014: $2,062,044Net Income 2014: $120,3362014Revenue 2015: $2,240,970Expenses 2015: $2,141,780Net Income 2015: $99,1902015Revenue 2016: $2,364,491Expenses 2016: $2,359,639Net Income 2016: $4,8522016Revenue 2017: $2,556,483Expenses 2017: $2,290,518Net Income 2017: $265,9652017Revenue 2018: $2,874,189Expenses 2018: $2,363,818Net Income 2018: $510,3712018Revenue 2019: $3,147,121Expenses 2019: $2,444,499Net Income 2019: $702,6222019Revenue 2020: $3,141,614Expenses 2020: $2,553,234Net Income 2020: $588,3802020Revenue 2021: $3,057,536Expenses 2021: $2,463,385Net Income 2021: $594,1512021Revenue 2022: $3,376,958Expenses 2022: $2,423,240Net Income 2022: $953,7182022Revenue 2023: $4,837,364Expenses 2023: $3,099,468Net Income 2023: $1,737,8962023Revenue 2024: $5,878,229Expenses 2024: $4,031,094Net Income 2024: $1,847,1352024Revenue 2025: $6,269,770Expenses 2025: $4,214,446Net Income 2025: $2,055,3242025

Highlighted filing

2013

Revenue$2,426,149
Expenses$2,121,741
Net Income$304,408
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.0
Gross Receipts
$2,433,924
Mission and Program Overview

Mission

The mission of this credit union to provide the best financial service to our members.

State chartered credit union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$38,050,377$37,517,838▼ $532,539
Investments Other Securities$12,574,814$14,461,433▲ $1,886,619
Rtn Earn Endowment Incm Other Fnds$5,113,118$5,328,016▲ $214,898
Land, Buildings, and Equipment, Net$1,411,169$1,358,118▼ $53,051
Cash and Non-Interest-Bearing Accounts$458,468$827,494▲ $369,026
Prepaid Expenses and Deferred Charges$1,042,541$174,739▼ $867,802
Accounts Receivable$1,786$3,178▲ $1,392
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$53,665,562$54,490,678▲ $825,116
Other Assets Total$126,407$147,878▲ $21,471
Liabilities
Other Liabilities$48,063,427$48,592,216▲ $528,789
Accounts Payable and Accrued Expenses$489,017$570,446▲ $81,429
Total Liabilities$48,552,444$49,162,662▲ $610,218
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,113,118$5,328,016▲ $214,898
Total Liabilities and Net Assets / Fund Balance$53,665,562$54,490,678▲ $825,116

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,080,544$472,168$1,552,712
Equipment$161,484$543,101$704,585
Land$116,090-$116,090
Other Securities$203,383--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
John LaufenbergPresidentFT$97,648$97,648
Christine LaufenbergVice PresidentFT$73,729$73,729
Carl SalzwedelDirector-$1,600$1,600
John FroelichVice-chairman-$1,600$1,600
Paul WieseChairman-$1,600$1,600
Gary DechantDirector-$1,500$1,500
Gary KlinkerSecretary-$1,400$1,400
Linda JohnsonTreasurer-$1,400$1,400
Allen CapaulDirector-$1,100$1,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,100,968
Investment Income
$325,181
Other Revenue
$0
Change in Net Assets
$304,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,086,487
Other Expenses$1,035,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$535,470--$535,470
Other Employee Benefits$250,363--$250,363
Current Officers, Directors, Trustees, and Key Employees$239,961--$239,961
Office Expenses$177,854--$177,854
Depreciation Depletion$108,143--$108,143
Occupancy$90,195--$90,195
Advertising$66,100--$66,100
Payroll Taxes$60,693--$60,693
Fees for Services Other$54,881--$54,881
Conferences and Meetings$46,304--$46,304
Insurance$26,040--$26,040
Other Expenses$22,600--$22,600
All Other Expenses$16,899--$16,899
Fees for Services Accounting$4,955--$4,955
Fees for Services Legal$1,276--$1,276
Total Functional Expenses$2,121,741$0$0$2,121,741
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares and Deposits$25,281,459
Certificates of Deposit$9,622,365
Escalator$9,390,864
Iras$4,225,978
Health Savings$71,550
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Section A, Line 2

The president and vice president of this organization are husband and wife.

Form 990, Part VI, Section B, Line 11

The organization provided the information necessary to the accounting firm to prepare the form 990. The form 990 was then given to management for review and board approval prior to filing it with the irs.

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

The credit union's conflict of interest policy is constantly monitored. Each time an issue arises, the policy is reviewed to ensure compliance.

Form 990, Part VI, Section B, Line 15

The board of directors determines the compensation for the president using comparability studies. Compensation for all other key employees is determined by the president using similar methods.

Form 990, Part VI, Section C, Line 19

The organization's records are kept at the credit union for public inspection and members are advised to request these documents at the annual meeting.

Filing and Contact Details

Filer

EIN
39-0966830
Phone
6083724736

Signing Officer

Name
John Laufenberg
Title
President
Phone
6083724736
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Laufenberg
Formed
1939
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
26
Volunteers
0

Preparer

Preparer
Terrie Gaarder CPA
Phone
6083722177
Raw XML AppendixShowing 400 of 415 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.

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IRS990/ProgramServiceRevenueGrp/Desc2OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc3NON-MEMBER ATM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01446036
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1623491
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt224296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01446036
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1623491
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37145
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt07145
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0204543
IRS990/PYOtherExpensesAmt01085851
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02137670
IRS990/PYRevenuesLessExpensesAmt0218037
IRS990/PYSalariesCompEmpBnftPaidAmt01038325
IRS990/PYTotalExpensesAmt02124176
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02342213
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0304408
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02092334
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05113118
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05328016
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01080544
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0472168
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01552712
IRS990ScheduleD/EquipmentGrp/BookValueAmt0161484
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0543101
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0704585
IRS990ScheduleD/LandGrp/BookValueAmt0116090
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0116090
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025281459
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt171550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt29622365
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34225978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt49390864
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES AND DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1HEALTH SAVINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3IRAS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ESCALATOR
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01765669
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1444531
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt28646000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3277633
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4484947
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5164092
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt62345178
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7130000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8203383
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CCCU PLATEAU
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CASH LETTER IN COLLECTION
IRS990ScheduleD/OtherSecuritiesGrp/Desc2SAVINGS & LOAN CERTIFICATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc3WISCUB, INC STOCK
IRS990ScheduleD/OtherSecuritiesGrp/Desc4NCUA FEDERAL INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc5CCCU PAID IN CAPITAL PIC 50 SHARES
IRS990ScheduleD/OtherSecuritiesGrp/Desc6NY LIFE INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc7MARINE INSURANCE SERVICES
IRS990ScheduleD/OtherSecuritiesGrp/Desc8CCCU PAID IN CAPITAL PIC 10 SHARES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01358118
IRS990ScheduleD/TotalBookValueSecuritiesAmt014461433
IRS990ScheduleD/TotalLiabilityAmt048592216
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND VICE PRESIDENT OF THIS ORGANIZATION ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDED THE INFORMATION NECESSARY TO THE ACCOUNTING FIRM TO PREPARE THE FORM 990. THE FORM 990 WAS THEN GIVEN TO MANAGEMENT FOR REVIEW AND BOARD APPROVAL PRIOR TO FILING IT WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION'S CONFLICT OF INTEREST POLICY IS CONSTANTLY MONITORED. EACH TIME AN ISSUE ARISES, THE POLICY IS REVIEWED TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION FOR THE PRESIDENT USING COMPARABILITY STUDIES. COMPENSATION FOR ALL OTHER KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT USING SIMILAR METHODS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S RECORDS ARE KEPT AT THE CREDIT UNION FOR PUBLIC INSPECTION AND MEMBERS ARE ADVISED TO REQUEST THESE DOCUMENTS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt053665562
IRS990/TotalAssetsEOYAmt054490678
IRS990/TotalAssetsGrp/BOYAmt053665562
IRS990/TotalAssetsGrp/EOYAmt054490678
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02121741
IRS990/TotalFunctionalExpensesGrp/TotalAmt02121741
IRS990/TotalGrossUBIAmt07145
IRS990/TotalLiabilitiesBOYAmt048552444
IRS990/TotalLiabilitiesEOYAmt049162662
IRS990/TotalLiabilitiesGrp/BOYAmt048552444
IRS990/TotalLiabilitiesGrp/EOYAmt049162662
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05113118
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05328016
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02121741
IRS990/TotalProgramServiceRevenueAmt02100968
IRS990/TotalReportableCompFromOrgAmt0181577
IRS990/TotalRevenueGrp/ExclusionAmt0326670
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02092334
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02426149
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07145
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt053665562
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054490678
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 940
IRS990/USAddress/City0TOMAH
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode054660
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.TACUONLINE.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LAUFENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06083724736
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10TOMAH AREA CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0TOMA
ReturnHeader/Filer/EIN0390966830
ReturnHeader/Filer/PhoneNum06083724736
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 940
ReturnHeader/Filer/USAddress/City0TOMAH
ReturnHeader/Filer/USAddress/State0WI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$121$106$14.8$6.27$4.21$2.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$96.8$12.8$5.88$4.03$1.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.0$88.1$10.9$4.84$3.10$1.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.5$89.4$9.17$3.38$2.42$0.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$100$91.8$8.21$3.06$2.46$0.59
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.9$81.3$7.62$3.14$2.55$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.6$59.6$7.03$3.15$2.44$0.70
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.5$56.2$6.33$2.87$2.36$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.3$54.5$5.82$2.56$2.29$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.8$52.3$5.55$2.36$2.36$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$51.7$5.55$2.24$2.14$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.8$51.4$5.45$2.18$2.06$0.12
2013Detailed filing. Detailed filing data is available for this year.$54.5$49.2$5.33$2.43$2.12$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.7$48.6$5.11$2.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.3$47.6$4.75$2.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.1$45.4$4.71$2.41
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