Civic Intelligence

K & R Moelis Family Foundation

990PF • Fiscal year 2018 • EIN 46-3754336

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

56th percentile

2.0%

Faster asset growth than 56% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,322,282

Up $46,210 (+2.0%) from 2017

Net Assets

Up

$2,322,282

Up $46,210 (+2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin83rd percentile

Revenue

Up

$140,837

Up $57,022 (+68%) from 2017

Expenses

Up

$94,627

Up $50,877 (+116%) from 2017

Net Income

Up

$46,210

Up $6,145 (+15%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $510,032Liabilities 2013: $02013Assets 2014: $686,246Liabilities 2014: $0Net Assets 2014: $686,2462014Assets 2015: $791,407Liabilities 2015: $0Net Assets 2015: $791,4072015Assets 2016: $2,236,007Liabilities 2016: $0Net Assets 2016: $2,236,0072016Assets 2017: $2,276,072Liabilities 2017: $0Net Assets 2017: $2,276,0722017Assets 2018: $2,322,282Liabilities 2018: $0Net Assets 2018: $2,322,2822018Assets 2019: $2,565,337Liabilities 2019: $0Net Assets 2019: $2,565,3372019Assets 2020: $2,344,732Liabilities 2020: $0Net Assets 2020: $2,344,7322020Assets 2021: $2,680,145Liabilities 2021: $0Net Assets 2021: $2,680,1452021Assets 2022: $2,390,900Liabilities 2022: $0Net Assets 2022: $2,390,9002022Assets 2023: $3,097,085Liabilities 2023: $0Net Assets 2023: $3,097,0852023Assets 2024: $3,003,279Liabilities 2024: $0Net Assets 2024: $3,003,2792024

Highlighted filing

2018

Assets$2,322,282
Liabilities$0
Net Assets$2,322,282
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $510,032Expenses 2013: $0Net Income 2013: $510,0322013Revenue 2014: $212,411Expenses 2014: $36,197Net Income 2014: $176,2142014Revenue 2015: $151,182Expenses 2015: $46,021Net Income 2015: $105,1612015Revenue 2016: $1,523,411Expenses 2016: $78,811Net Income 2016: $1,444,6002016Revenue 2017: $83,815Expenses 2017: $43,750Net Income 2017: $40,0652017Revenue 2018: $140,837Expenses 2018: $94,627Net Income 2018: $46,2102018Revenue 2019: $429,794Expenses 2019: $186,739Net Income 2019: $243,0552019Revenue 2020: $77,974Expenses 2020: $298,579Net Income 2020: -$220,6052020Revenue 2021: $461,247Expenses 2021: $125,834Net Income 2021: $335,4132021Revenue 2022: $33,063Expenses 2022: $320,519Net Income 2022: -$287,4562022Revenue 2023: $1,043,819Expenses 2023: $337,634Net Income 2023: $706,1852023Revenue 2024: $141,533Expenses 2024: $235,339Net Income 2024: -$93,8062024

Highlighted filing

2018

Revenue$140,837
Expenses$94,627
Net Income$46,210
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew MoelisVP-$0--
Kate MoelisVP-$0--
Kerry Sperling MoelisPres, Dir, Sec, Treas-$0--
Madelyn MoelisVP-$0--
Ron MoelisDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
Moelis Family Foundation
EIN
46-3754336
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Ronald Moelis
Title
vice president
Phone
8008391754
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ISHARES MSCI CHINA INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ISHARES RUSSELL MIDCAP G IN FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES RUSSELL MIDCAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES TRUST MSCI EAFE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56J2 GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JAMES RIVER GROUP HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60KAR AUCTION SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61KULICKE AND SOFFA INDUSTRIES,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LCI INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LINCOLN ELECTRIC HOLDING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LITTELFUSE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MEDICAL PROPERTIES TRUST, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MKS INSTRUMENTS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MSA SAFETY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NATIONAL RETAIL PROPERTIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NATL HEALTH INVESTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NEWMARK GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NORDSON CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74OMEGA HEALTHCARE INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PACKAGING CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PACWEST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PNM RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78RPM INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79RPT REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SELECT SECTOR SPDR ENERGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SNAP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STERIS. PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TANGER FACTORY OUTLET CENTERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TARGA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TRAVELPORT WORLDWIDE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88USD CYRUSONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VANGUARD TOTAL WORLD STK INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VANGUARD VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VERMILION ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VOYA FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WASHINGTON TRUST BANCORP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt357208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALLIANCE RESOURCE PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BODHI HEALTH EDUCATION PRIVATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ENLINK MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LEGACY VENTURE IX, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4OAKTREE CAPITAL GROUP LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PHILLIPS 66 PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt356527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51853
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt054697
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt082565
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01345
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Federal Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Sec 751 Gain on Sale of Ptshp
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0310
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt15804
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-10807
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt16922
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0144721
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-3884
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140837
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0318979
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt056800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt056800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054697
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054697
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt046210
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01179292
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01345
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01345
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt082566
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0363702
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019934
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08476
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08476
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0151
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt073333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt094627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0375331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0140837
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016533
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011629
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0853579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0325713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-6922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0325713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01179292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Sec 751 Gain on Sale of Ptshp Reclass
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0318979
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt046210
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02322282
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02276072
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02322282
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0128463
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0128463
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0128463
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0135737
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07274
IRS990PF/DistributableAmountGrp/TotalTaxAmt07274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0239
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04613
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0239
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07513
IRS990PF/FMVAssetsEOYAmt02395468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02034956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02171898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02244212
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0131855
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt090628
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt091500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02276072
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02322282
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0109261
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt059756

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,322,282
Liabilities
$0
Net assets
$2,322,282
Revenue
$140,837
Expenses
$94,627
Net income
$46,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.14$0.24$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$1.04$0.34$0.71
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.03$0.32$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.46$0.13$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.08$0.30$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.43$0.19$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.14$0.09$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.08$0.04$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.52$0.08$1.44
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.15$0.05$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.21$0.04$0.18
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.00$0.51