Civic Intelligence

Union Day School Inc.

990 • Fiscal year 2020 • EIN 47-1782363

Jul 01, 2019 to Jun 30, 2020 • Filed on May 06, 2021

Organization ProfileWWW.UNIONDAYSCHOOL.COM
8120 Kensington DriveWaxhaw, NC 28173

(704) 256-1494

Siviq Scores

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

Liabilities / Assets

76th percentile

0.53x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.17x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Net Margin

23rd percentile

-7.0%

Higher net margin than 23% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$68,517

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Asset Growth

64th percentile

17%

Faster asset growth than 64% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-7.9%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,317,264

Up $188,024 (+17%) from 2019

Net Assets

Down

$620,632

Down $277,963 (-31%) from 2019

Liabilities

Up

$696,632

Up $465,987 (+202%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin23rd percentile

Revenue

Down

$3,993,102

Down $343,142 (-7.9%) from 2019

Expenses

Up

$4,271,065

Up $338,448 (+8.6%) from 2019

Net Income

Down

-$277,963

Down $681,590 (-169%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $02015Assets 2016: $1Liabilities 2016: $02016Assets 2017: $358,178Liabilities 2017: $180,267Net Assets 2017: $177,9112017Assets 2018: $737,811Liabilities 2018: $242,843Net Assets 2018: $494,9682018Assets 2019: $1,129,240Liabilities 2019: $230,645Net Assets 2019: $898,5952019Assets 2020: $1,317,264Liabilities 2020: $696,632Net Assets 2020: $620,6322020Assets 2021: $1,699,237Liabilities 2021: $216,841Net Assets 2021: $1,482,3962021Assets 2022: $2,259,920Liabilities 2022: $237,937Net Assets 2022: $2,021,9832022Assets 2023: $2,395,731Liabilities 2023: $223,095Net Assets 2023: $2,172,6362023Assets 2024: $2,683,475Liabilities 2024: $222,663Net Assets 2024: $2,460,8122024

Highlighted filing

2020

Assets$1,317,264
Liabilities$696,632
Net Assets$620,632
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $2,134,857Expenses 2017: $1,956,946Net Income 2017: $177,9112017Revenue 2018: $3,315,287Expenses 2018: $2,998,230Net Income 2018: $317,0572018Revenue 2019: $4,336,244Expenses 2019: $3,932,617Net Income 2019: $403,6272019Revenue 2020: $3,993,102Expenses 2020: $4,271,065Net Income 2020: -$277,9632020Revenue 2021: $5,648,033Expenses 2021: $4,786,270Net Income 2021: $861,7632021Revenue 2022: $6,731,396Expenses 2022: $6,191,809Net Income 2022: $539,5872022Revenue 2023: $5,693,606Expenses 2023: $5,542,954Net Income 2023: $150,6522023Revenue 2024: $6,951,483Expenses 2024: $6,663,307Net Income 2024: $288,1762024

Highlighted filing

2020

Revenue$3,993,102
Expenses$4,271,065
Net Income-$277,963
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 6, 2021
Return Version
2019v5.2
Gross Receipts
$3,993,102
Mission and Program Overview

Mission

Union day school will deliver a rigorous and content-rich education to a diverse community of students, in a shared conviction that each student will achieve high quality academic success and enriched personal growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,070,502$1,178,094▲ $107,592
Rtn Earn Endowment Incm Other Fnds$863,714$546,364▼ $317,350
Land, Buildings, and Equipment, Net$34,881$74,268▲ $39,387
Pd in Cap Srpls Land Bldg Eqp Fund$34,881$74,268▲ $39,387
Accounts Receivable$23,757$59,147▲ $35,390
Prepaid Expenses and Deferred Charges$100$5,755▲ $5,655
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,129,240$1,317,264▲ $188,024
Liabilities
Other Liabilities$44,517$493,572▲ $449,055
Accounts Payable and Accrued Expenses$186,128$203,060▲ $16,932
Total Liabilities$230,645$696,632▲ $465,987
Net Assets / Fund Balance
Total Net Assets Fund Balance$898,595$620,632▼ $277,963
Total Liabilities and Net Assets / Fund Balance$1,129,240$1,317,264▲ $188,024

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$74,268$5,705-
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela Long to Aug 2019Head of SchoolFT$59,260$9,257$68,517
Kyle Pierce Aug 2019 to June 2020Head of SchoolFT$41,820$5,139$46,959

Board Members and Trustees

NameTitle
Erin KirkpatrickBoard Chair
Joely LordVice Chair
F Boyce ThiesBoard Member
Jim LovellBoard Member
Mark BrodyBoard Member
Joan E MazzuBoard Treasurer
Celeste SlaySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,817,365
Program Service Revenue
$165,936
Investment Income
$0
Other Revenue
$9,801
All Other Contributions
$26
Change in Net Assets
$-277,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,993,102
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,993,102
Total Revenue per Form 990
$3,993,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,271,065
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$39,157--$39,157
Total Functional Expenses$4,271,065$0$0$4,271,065

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,271,065
Total Expenses per Audited Statements$4,271,065
Total Expenses per Form 990$4,271,065
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance - Ppp Loan$490,447
Deferred Inflows of Resources$3,125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
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 B, Line 11B

“A draft copy of the 990 return was available to the board of directors for review and approval.”

Form 990, Part VI, Section B, Line 15A

“The board of directors reviewed comparable salary data to determine the principal's salary”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available for public inspection at the oranization's office upon request. Organization staff are available to provide supervision and answer any questions the inquiring party may have.”

Filing and Contact Details

Filer

Filer Name
Union Day School Inc
EIN
47-1782363
Phone
7042561494
Address
8120 KENSINGTON DRIVE, WAXHAW, NC 28173

Signing Officer

Name
Joan Mazzu
Title
Board Treasurer
Phone
7042561494
Signed
2021-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Mazzu
Formed
2016
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
100
Volunteers
0

Preparer

Firm
Potter & Company Pa
Address
434 COPPERFIELD BLVD NE STE A, CONCORD, NC 28025
Preparer
Kenni E Doyle CPA
Phone
7047868189
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The school has adopted asc 740-10 as it relates to uncertain tax positions for the year ended june 30, 2020 and have evaluated their tax positions taken for all open tax years. However, the school is not currently under audit nor has the school been contacted by these jurisdictions. Based on the evaluation of the school's tax positions, management believes all positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for the year end june 30, 2020.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS ADOPTED ASC 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2020 AND HAVE EVALUATED THEIR TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. HOWEVER, THE SCHOOL IS NOT CURRENTLY UNDER AUDIT NOR HAS THE SCHOOL BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE SCHOOL'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR END JUNE 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt074268
IRS990ScheduleD/TotalExpensesPerForm990Amt04271065
IRS990ScheduleD/TotalLiabilityAmt0493572
IRS990ScheduleD/TotalRevenuePerForm990Amt03993102
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03993102
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04271065
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE POLICY IS INCLUDED IN THE ORGANIZATION'S STATEMENT OF PURPOSE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES FEDERAL AND STATE ASSISTANCE THROUGH THE STATE BOARD OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE 990 RETURN WAS AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWED COMPARABLE SALARY DATA TO DETERMINE THE PRINCIPAL'S SALARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORANIZATION'S OFFICE UPON REQUEST. ORGANIZATION STAFF ARE AVAILABLE TO PROVIDE SUPERVISION AND ANSWER ANY QUESTIONS THE INQUIRING PARTY MAY HAVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNION DAY SCHOOL FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0824504704
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LEASE SCHOOL FACILITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03000 TILLEY MORRIS RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEDDINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028104
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt014650000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1881213
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0LOAN GUARANTEE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1LEASE PAYMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNION DAY SCHOOL FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNION DAY SCHOOL FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01129240
IRS990/TotalAssetsEOYAmt01317264
IRS990/TotalAssetsGrp/BOYAmt01129240
IRS990/TotalAssetsGrp/EOYAmt01317264
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03817365
IRS990/TotalEmployeeCnt0100
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04271065
IRS990/TotalFunctionalExpensesGrp/TotalAmt04271065
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0230645
IRS990/TotalLiabilitiesEOYAmt0696632
IRS990/TotalLiabilitiesGrp/BOYAmt0230645
IRS990/TotalLiabilitiesGrp/EOYAmt0696632
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0898595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0620632
IRS990/TotalOtherCompensationAmt014396
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt096753
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt096753
IRS990/TotalProgramServiceExpensesAmt04271065
IRS990/TotalProgramServiceRevenueAmt0165936
IRS990/TotalReportableCompFromOrgAmt0101080
IRS990/TotalRevenueGrp/ExclusionAmt09801
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0165936
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03993102
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01129240
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01317264
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03000 TILLEY MORRIS ROAD
IRS990/USAddress/CityNm0WEDDINGTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028104
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.UNIONDAYSCHOOL.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN MAZZU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042561494
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION DAY SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0471782363
ReturnHeader/Filer/PhoneNum07042561494
ReturnHeader/Filer/USAddress/AddressLine1Txt08120 KENSINGTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0WAXHAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,317,264
Liabilities
$696,632
Net assets
$620,632
Revenue
$3,993,102
Expenses
$4,271,065
Net income
-$277,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.22$2.46$6.95$6.66$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.22$2.17$5.69$5.54$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.24$2.02$6.73$6.19$0.54
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.22$1.48$5.65$4.79$0.86
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.70$0.62$3.99$4.27$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.23$0.90$4.34$3.93$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.24$0.49$3.32$3.00$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.18$0.18$2.13$1.96$0.18
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00