Civic Intelligence

The Gerdin Charitable Foundation

990PF • Fiscal year 2018 • EIN 42-1462088

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

901 North Kansas AvenueNorth Liberty, IA 52317

(319) 626-3600

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

6th percentile

-40%

Higher net margin than 6% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

27th percentile

-1.8%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-7.7%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Assets

Down

$55,998,586

Down $1,011,890 (-1.8%) from 2017

Net Assets

Down

$55,998,586

Down $1,011,890 (-1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$4,635,765

Down $389,208 (-7.7%) from 2017

Expenses

Up

$6,485,806

Up $1,062,286 (+20%) from 2017

Net Income

Down

-$1,850,041

Down $1,451,494 (-364%) from 2017

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $61,484,467Liabilities 2011: $0Net Assets 2011: $61,484,4672011Assets 2012: $59,131,576Liabilities 2012: $0Net Assets 2012: $59,131,5762012Assets 2013: $60,036,234Liabilities 2013: $0Net Assets 2013: $60,036,2342013Assets 2014: $58,994,475Liabilities 2014: $0Net Assets 2014: $58,994,4752014Assets 2015: $57,934,134Liabilities 2015: $0Net Assets 2015: $57,934,1342015Assets 2016: $57,409,023Liabilities 2016: $0Net Assets 2016: $57,409,0232016Assets 2017: $57,010,476Liabilities 2017: $0Net Assets 2017: $57,010,4762017Assets 2018: $55,998,586Liabilities 2018: $0Net Assets 2018: $55,998,5862018Assets 2019: $52,914,407Liabilities 2019: $0Net Assets 2019: $52,914,4072019Assets 2020: $51,132,645Liabilities 2020: $0Net Assets 2020: $51,132,6452020Assets 2021: $61,074,610Liabilities 2021: $0Net Assets 2021: $61,074,6102021Assets 2022: $65,078,286Liabilities 2022: $0Net Assets 2022: $65,078,2862022Assets 2023: $68,618,025Liabilities 2023: $0Net Assets 2023: $68,618,0252023Assets 2024: $67,067,234Liabilities 2024: $0Net Assets 2024: $67,067,2342024

Highlighted filing

2018

Assets$55,998,586
Liabilities$0
Net Assets$55,998,586

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,112,5192011Expenses 2012: $3,233,9032012Revenue 2013: $4,935,084Expenses 2013: $4,030,426Net Income 2013: $904,6582013Revenue 2014: $3,561,046Expenses 2014: $4,602,805Net Income 2014: -$1,041,7592014Revenue 2015: $3,660,027Expenses 2015: $4,720,368Net Income 2015: -$1,060,3412015Revenue 2016: $3,994,476Expenses 2016: $4,519,587Net Income 2016: -$525,1112016Revenue 2017: $5,024,973Expenses 2017: $5,423,520Net Income 2017: -$398,5472017Revenue 2018: $4,635,765Expenses 2018: $6,485,806Net Income 2018: -$1,850,0412018Revenue 2019: $3,561,721Expenses 2019: $7,925,461Net Income 2019: -$4,363,7402019Revenue 2020: $3,027,814Expenses 2020: $4,809,576Net Income 2020: -$1,781,7622020Revenue 2021: $14,514,227Expenses 2021: $4,510,727Net Income 2021: $10,003,5002021Revenue 2022: $5,597,060Expenses 2022: $1,556,623Net Income 2022: $4,040,4372022Revenue 2023: $7,328,025Expenses 2023: $3,751,168Net Income 2023: $3,576,8572023Revenue 2024: $3,898,859Expenses 2024: $5,446,486Net Income 2024: -$1,547,6272024

Highlighted filing

2018

Revenue$4,635,765
Expenses$6,485,806
Net Income-$1,850,041
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN S GERDINPresident/Sec/Treas-$0--
MICHAEL J GERDINVice President-$0--
JULIE J DURRVice President-$0--
ANGELA K JANSSENVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Gerdin Charitable Foundation
EIN
42-1462088
Phone
3196263600
Address
901 NORTH KANSAS AVENUE, NORTH LIBERTY, IA 52317

Signing Officer

Name
Ann Gerdin
Title
President
Phone
3196263600
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST STREET SE STE 800, CEDAR RAPIDS, IA 52401-1512
Preparer
Carley Umstead
Phone
3192985333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DELUXE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DONNELLEY FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DONNELLEY R R & SONS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DOW CHEMICAL CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DTE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ENTERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32F N B CORP-PA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FIRST BANCORP P R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FIRST HORIZON NATL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FIRST MIDWEST BANCORP INC-DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FULTON FINANCIAL CORP-PA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GALLAGHER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GANNETT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HUBBELL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HUNTINGTON BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INGEVITY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INTERNATIONAL PAPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KEMPER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KEYCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LEGGETT & PLATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LINCOLN NATIONAL CORP-IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LSC COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56M&T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MERCURY GENERAL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEW YORK COMMUNITY BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OGE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ONE GAS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ONEOK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PACWEST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PATTERSON-UTI ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PEOPLES UNITED FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PINNACLE WEST CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PITNEY BOWES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PNC FINANCIAL SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PPL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77RPM INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SCANA CORPORATION NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SENSIENT TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SONOCO PRODUCTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STEEL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STERLING BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SYNOVUS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TCF FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TEGNA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TEXTRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TOPBUILD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TRUSTMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TUPPERWARE BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UMPQUA HLDGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITED BANKSHARES INC-W VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNIVERSAL CORP-VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VALLEY NATIONAL BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VERITIV CORPORTION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WASHINGTON FEDERAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WASTE MANAGEMENT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WEBSTER FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WESTROCK CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ZIONS BANCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104BERSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TJX COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106LAMAR ADVERTISING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0660291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1606336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2684918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3364064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41477656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5787476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt68544471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt78150775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt83082571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9357700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt103273257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112786841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122883116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133626890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIMENSIONAL EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DIMENSIONAL EMERGING MARKETS VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DIMENSIONAL INTERNATIONAL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DIMENSIONAL INTERNATIONAL SMALL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DIMENSIONAL INTERNATIONAL VALUE III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DIMENSIONAL LARGE CAP INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DIMENSIONAL LARGE CAP VALUE III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DIMENSIONAL US LARGE CO INSTL INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DIMENSIONAL US SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DIMENSIONAL US MICRO CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DIMENSIONAL SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CAPITAL INCOME BUILDER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12INCOME FUND OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FUNDAMENTAL INVESTORS INC CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0663377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1583099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2770012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3384330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41363218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5886853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt613149899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt716276262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84466829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9541599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104345076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113073622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123421025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134687079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02076665
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02525273
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033294
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0533
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04635765
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04635765
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08525
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02525273
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.1$0.00$67.1$3.90$5.45$1.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.6$0.00$68.6$7.33$3.75$3.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.1$0.00$65.1$5.60$1.56$4.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$14.5$4.51$10.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$0.00$51.1$3.03$4.81$1.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$0.00$52.9$3.56$7.93$4.36
2018Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$4.64$6.49$1.85
2017Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$5.02$5.42$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.4$0.00$57.4$3.99$4.52$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.9$0.00$57.9$3.66$4.72$1.06
2014Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$3.56$4.60$1.04
2013Detailed filing. Detailed filing data is available for this year.$60.0$0.00$60.0$4.94$4.03$0.90
2012Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$3.23
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$0.00$61.5$3.11