Civic Intelligence

Daniel W Erdman Foundation Inc.

990PF • Fiscal year 2022 • EIN 39-2012234

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

Organization Profile
C/O US Bank Na PO Box 0634Milwaukee, WI 53201-0634

(608) 252-4098

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

90th percentile

63%

Higher net margin than 90% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

2.8%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,731,617

Up $525,055 (+16%) from 2021

Net Assets

Up

$3,731,617

Up $525,055 (+16%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Up

$833,336

Up $22,761 (+2.8%) from 2021

Expenses

Down

$307,803

Down $3,593 (-1.2%) from 2021

Net Income

Up

$525,533

Up $26,354 (+5.3%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,791,469Liabilities 2011: $02011Assets 2012: $1,941,648Liabilities 2012: $02012Assets 2013: $2,108,967Liabilities 2013: $02013Assets 2014: $2,334,087Liabilities 2014: $02014Assets 2015: $2,636,383Liabilities 2015: $02015Assets 2019: $2,858,935Liabilities 2019: $02019Assets 2020: $3,011,939Liabilities 2020: $1Net Assets 2020: $3,011,9392020Assets 2021: $3,206,562Liabilities 2021: $1Net Assets 2021: $3,206,5622021Assets 2022: $3,731,617Liabilities 2022: $1Net Assets 2022: $3,731,6172022Assets 2023: $4,103,082Liabilities 2023: $1Net Assets 2023: $4,103,0822023Assets 2024: $4,478,362Liabilities 2024: $0Net Assets 2024: $4,478,3622024

Highlighted filing

2022

Assets$3,731,617
Liabilities$1
Net Assets$3,731,617
Open 2022 Filing

Operations Trend

Revenue Growth49th percentile

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

$1.5M$1.0M$500K$0Revenue 2011: $176,645Expenses 2011: $173,957Net Income 2011: $2,6882011Revenue 2012: $384,973Expenses 2012: $234,794Net Income 2012: $150,1792012Revenue 2013: $370,035Expenses 2013: $202,598Net Income 2013: $167,4372013Revenue 2014: $418,731Expenses 2014: $194,830Net Income 2014: $223,9012014Revenue 2015: $249,712Expenses 2015: $146,086Net Income 2015: $103,6262015Revenue 2019: $331,482Expenses 2019: $261,807Net Income 2019: $69,6752019Revenue 2020: $395,405Expenses 2020: $239,301Net Income 2020: $156,1042020Revenue 2021: $810,575Expenses 2021: $311,396Net Income 2021: $499,1792021Revenue 2022: $833,336Expenses 2022: $307,803Net Income 2022: $525,5332022Revenue 2023: $604,079Expenses 2023: $231,707Net Income 2023: $372,3722023Revenue 2024: $1,320,558Expenses 2024: $768,108Net Income 2024: $552,4502024

Highlighted filing

2022

Revenue$833,336
Expenses$307,803
Net Income$525,533
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL W ERDMANDirector-$0--
DEBORAH ERDMAN-LUDERDirector-$0--
DARRELL W BEHNKEDirector-$0--
NATALIE BOCK ERDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Daniel W Erdman Foundation Inc
EIN
39-2012234
Phone
6082524098
Address
C/O US BANK NA PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Daniel W Erdman
Title
President
Phone
6082524098
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3202079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34665859104 NORTHERN TRUST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3517275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3911135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4530231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4692343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47922908686 VANGUARD SMALL CAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4878467Y107 SPDR S P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4964110L106 NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50231021106 CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52693475105 P N C FINANCIAL SERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53125896100 C M S ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5422822V101 CROWN CASTLE INTL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57253868103 DIGITAL REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5813645T100 CANADIAN PACIFIC RAI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59922908553 VANGUARD REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60244199105 DEERE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62922908769 VANGUARD TOTAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6406828M876 BARON EMERGING MARKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66695156109 PACKAGING CORP AMERI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6791324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6865339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7120825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7202079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75464287804 ISHARES CORE S P SMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8098389B100 X CEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8300206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84482480100 KLA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85023608102 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8687612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8774144T108 T ROWE PRICE GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8926875P101 E O G RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9179466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9330225T102 EXTRA SPACE STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94053611109 AVERY DENNISON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9534959E109 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9738141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98233331107 D T E ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100086516101 BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101053484101 AVALONBAY COMMUNITIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10287918A105 TELADOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10375513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104278642103 E BAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10529364G103 ENTERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106009066101 AIRBNB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10767066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10830063P105 EXACT SCIENCES CORPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11288579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11370450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11489400J107 TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11515135B101 CENTENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116693506107 P P G INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117776696106 ROPER INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118191216100 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120217204106 COPART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122075887109 BECTON DICKINSON AND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125949746101 WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12791913Y100 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128099502106 BOOZ ALLEN HAMILTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12909260D107 BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130125523100 CIGNA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0118590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1105000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt244781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt526130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt775232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt879521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9163065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt105435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11340649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12291661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1377380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1441631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1534997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1681029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1736590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1855000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2078239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2150628
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt246434VBA7 ISHARES IBONDS DEC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt346434VBD1 ISHARES IBONDS DEC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4131582439 CALVERT HIGH YIELD B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt552469F721 WESTERN ASSET INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt646434VAX8 ISHARES IBONDS DEC 2
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt806828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9922908652 VANGUARD EXTENDED MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1181369Y209 HEALTH CARE SELECT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287457 ISHARES 1 3 YEAR TRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287804 ISHARES CORE S P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15922908686 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1646090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1778467Y107 SPDR S P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18670678507 NUVEEN REAL ESTATE S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19922908769 VANGUARD TOTAL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20412295107 HARDING LOEVNER INTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22464287598 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0108804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt240128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt481129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt525030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt613619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt788676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8127280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9150972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1020378

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,731,617
Liabilities
$1
Net assets
$3,731,617
Revenue
$833,336
Expenses
$307,803
Net income
$525,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$1.32$0.77$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.60$0.23$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.83$0.31$0.53
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.81$0.31$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.40$0.24$0.16
2019Summary only. Only limited summary data is available for this year.$2.86$0.00$0.33$0.26$0.07
2015Summary only. Only limited summary data is available for this year.$2.64$0.00$0.25$0.15$0.10
2014Summary only. Only limited summary data is available for this year.$2.33$0.00$0.42$0.19$0.22
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.37$0.20$0.17
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$0.38$0.23$0.15
2011Summary only. Only limited summary data is available for this year.$1.79$0.00$0.18$0.17$0.00