Civic Intelligence

I a Oshaughnessy Foundation Inc.

990PF • Fiscal year 2019 • EIN 41-6011524

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
2001 Killebrew Drive No 120Bloomington, MN 55425

(651) 222-2323

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$88,175,701

Down $3,427,681 (-3.7%) from 2015

Net Assets

$88,175,701

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin79th percentile

Revenue

Down

$5,937,090

Down $2,286,877 (-28%) from 2015

Expenses

Down

$4,450,622

Down $517,057 (-10%) from 2015

Net Income

Down

$1,486,468

Down $1,769,820 (-54%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100M$50M$0Assets 2011: $78,293,407Liabilities 2011: $7,3322011Assets 2012: $77,333,857Liabilities 2012: $02012Assets 2013: $78,987,947Liabilities 2013: $02013Assets 2014: $89,297,317Liabilities 2014: $02014Assets 2015: $91,603,382Liabilities 2015: $02015Assets 2019: $88,175,701Liabilities 2019: $0Net Assets 2019: $88,175,7012019Assets 2020: $83,836,756Liabilities 2020: $0Net Assets 2020: $83,836,7562020Assets 2021: $78,131,263Liabilities 2021: $0Net Assets 2021: $78,131,2632021Assets 2022: $73,944,092Liabilities 2022: $0Net Assets 2022: $73,944,0922022Assets 2023: $71,851,898Liabilities 2023: $0Net Assets 2023: $71,851,8982023Assets 2024: $79,658,812Liabilities 2024: $0Net Assets 2024: $79,658,8122024

Highlighted filing

2019

Assets$88,175,701
Liabilities$0
Net Assets$88,175,701
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: -$3,030,764Expenses 2011: $4,344,960Net Income 2011: -$7,375,7242011Revenue 2012: $3,314,985Expenses 2012: $4,267,203Net Income 2012: -$952,2182012Revenue 2013: $4,873,644Expenses 2013: $3,809,336Net Income 2013: $1,064,3082013Revenue 2014: $9,120,942Expenses 2014: $5,633,617Net Income 2014: $3,487,3252014Revenue 2015: $8,223,967Expenses 2015: $4,967,679Net Income 2015: $3,256,2882015Revenue 2019: $5,937,090Expenses 2019: $4,450,622Net Income 2019: $1,486,4682019Revenue 2020: $3,506,169Expenses 2020: $5,299,722Net Income 2020: -$1,793,5532020Revenue 2021: $3,090,113Expenses 2021: $5,258,888Net Income 2021: -$2,168,7752021Revenue 2022: $3,962,445Expenses 2022: $8,046,926Net Income 2022: -$4,084,4812022Revenue 2023: $3,852,351Expenses 2023: $6,397,256Net Income 2023: -$2,544,9052023Revenue 2024: $7,655,909Expenses 2024: $6,332,933Net Income 2024: $1,322,9762024

Highlighted filing

2019

Revenue$5,937,090
Expenses$4,450,622
Net Income$1,486,468
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F O'SHAUGHNESSY JRPresident & Director-$0--
EILEEN A O'SHAUGHNESSYSecretary & Director-$0--
LUCILLE M O'SHAUGHNESSYVice President & Director-$0--
CHARLES E LYMANVice President & Director-$0--
KATHRYN LYMAN WYSONGVice President & Director-$0--
KAREN J O'SHAUGHNESSYVice President & Director-$0--
TERESA E DUGGANVice President & Director-$0--
TIMOTHY D O'SHAUGHNESSYVice President & Director-$0--
CHEVONNE E O'SHAUGHNESSYVice President & Director-$0--
DANIEL J O'SHAUGHNESSYPresident/Vice President & Director-$0--
Filing and Contact Details

Filer

Filer Name
I A O'SHAUGHNESSY FOUNDATION
EIN
41-6011524
Phone
6512222323
Address
2001 KILLEBREW DRIVE NO 120, BLOOMINGTON, MN 55425

Signing Officer

Name
DANIEL J O'SHAUGHNESSY
Title
President/vice President/director
Phone
6512222323
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Karen Gries
Phone
6123764500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ADAMS ST PTNRS 2007 US FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ADAMS ST PTNRS 2008 DIRECT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ADAMS ST PTNRS 2008 NON US FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ADAMS ST PTNRS 2008 US FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ADAMS STREET 2012 GLOBAL LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ADAMS STREET 2016 GLOBAL LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ADAMS STREET 2017 GLOBAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ADAMS STREET 2018 GLOBAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15COMMONFUND CAPITAL NAT RES IX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16COMMONFUND CAP NAT RES VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17COMMONFUND CAP NATURAL PTNRS X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18COMMONFUND GLOBAL DISTRESSED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19OPUS REAL ESTATE VII LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20OPUS REAL ESTATE VII LP (PRE EQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21WEATHERLOW OFFSHORE FD I CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22WEATHERLOW OFFSHORE FD I CL II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23EMERGING WORLD INV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24UBS TRUMBULL PROPERTY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VARIOUS MINERAL INTERESTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26BARINGS INTL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27HIG ADVANTAGE BUYOUT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28OCTAGON SENIOR SECURED CREDIT- FIXED BANK LOAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29CALIFORNIA ST DEPT WTR RESOURCES PWR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30QUEST DIAGNOSTIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31KINDER MORGAN ENER PART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32AMERICAN EXPRESS CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37VIRGINIA ST CLG BLG AUTH EDUCTNL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38PACCAR FINANCIAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39AMPHENOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40CINTAS CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41BANK OF AMERICA CREDIT CARD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42ESTEE LAUDER CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43AMEREN ILLINOIS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44ONCOR ELEC DELIVERY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46JOHN DEERE OWNER TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47CONNECTICUT LIGHT PWR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48NATIONAL RURAL UTIL COOP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49AMERICAN HOME PRODUCTS CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50AVERY DENNISON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51GLAZOSMITHKLINE CAP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52REPUBLIC SVCS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53GREAT LAKES MI WTR AUTH SEWAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54CAPITAL ONE MULTI ASSET EXECUTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55CNH EQUIPMENT TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56FHLMC MULTICLASS MTG PARTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57DELMARVA PWR LIGHT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58ACE INA HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59FHLMC MULTICLASS MTG PARTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60OREGON ST DEPT OF TRANSPRTN HIGHWAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61KIMBERLY CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62EASTMAN CHEMICAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63FHLMC MULTICLASS MTG PARTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64DELTA AIR LINES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65VENTAS REALTY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66TRANSCONT GAS PIPE LINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67MAGELLAN MIDSTREAM PARTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68O'REILLY AUTOMOTIVE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69OMNICOM GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70FNMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71CONTL AIRLINES 2012 SER 2A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72UNION PACIFIC RR CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73NORFOLK SOUTHERN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74MASSACHUSETTS ST WTR RESOURCES AUTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76FNMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77CBOE HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78COLUMBIA SC WTRWKS SWR SYS REF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79GEORGIA ST SER B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81AVALONBAY COMMUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82HONOLULU CITY CNTY HI WSTWTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85NEW YORK ST URBAN DEV CORP REVENUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86CATEPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88VIRGINIA ST RESOURCES AUTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91AMERICAN WATER CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95AMER AIRLINE 17 1 AA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96FNMA DEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98METRO WSTWTR RECLAIMATION DISTCO SWR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99TEXAS ST TXBL REF STATE OF TEXAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100FNMA PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101WISCONSIN ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103FNMA A PARTNER CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104MARIN CA CMNTY CLG DIST TXBL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105ANHEUSER BUSCH INBEV WORLDWIDEINC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108BURLINGTON NORTHN SANTA FE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109COMING INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110TRAVELERS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111TEXAS ST TXBL REF STATE OF TEXAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112US TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113DOMINION RES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115US TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116FNMA PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117FNMA PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118FNMA PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120PUBLIC SERVICE COLORADO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123DTE ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124MCDONALDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125DUKE ENERGY CAROLINAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127NIKE, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133FNMA PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134US TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137FHLMC PARTN CERT MIRROR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138FHLMC GOLD PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140FNMA PARTN CERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141US TREASURY BOND

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,175,701
Liabilities
$0
Net assets
$88,175,701
Revenue
$5,937,090
Expenses
$4,450,622
Net income
$1,486,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.7$0.00$79.7$7.66$6.33$1.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.9$0.00$71.9$3.85$6.40$2.54
2022Detailed filing. Detailed filing data is available for this year.$73.9$0.00$73.9$3.96$8.05$4.08
2021Detailed filing. Detailed filing data is available for this year.$78.1$0.00$78.1$3.09$5.26$2.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.8$0.00$83.8$3.51$5.30$1.79
2019Detailed filing. Detailed filing data is available for this year.$88.2$0.00$88.2$5.94$4.45$1.49
2015Summary only. Only limited summary data is available for this year.$91.6$0.00$8.22$4.97$3.26
2014Summary only. Only limited summary data is available for this year.$89.3$0.00$9.12$5.63$3.49
2013Summary only. Only limited summary data is available for this year.$79.0$0.00$4.87$3.81$1.06
2012Summary only. Only limited summary data is available for this year.$77.3$0.00$3.31$4.27$0.95
2011Summary only. Only limited summary data is available for this year.$78.3$0.01$3.03$4.34$7.38