Civic Intelligence

The Doherty Foundation

990PF • Fiscal year 2023 • EIN 47-2312776

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

6th percentile

-141%

Higher net margin than 6% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

19th percentile

-4.1%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-13%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,313,885

Down $271,997 (-4.1%) from 2022

Net Assets

Down

$6,313,885

Down $271,997 (-4.1%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin6th percentile

Revenue

Down

$193,167

Down $29,736 (-13%) from 2022

Expenses

Down

$465,164

Down $56,402 (-11%) from 2022

Net Income

Up

-$271,997

Up $26,666 (+8.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $6,010,001Liabilities 2014: $02014Assets 2015: $7,976,306Liabilities 2015: $1Net Assets 2015: $7,976,3062015Assets 2016: $7,686,094Liabilities 2016: $0Net Assets 2016: $7,686,0942016Assets 2019: $6,704,347Liabilities 2019: $02019Assets 2020: $6,741,368Liabilities 2020: $1Net Assets 2020: $6,741,3682020Assets 2021: $6,884,545Liabilities 2021: $1Net Assets 2021: $6,884,5452021Assets 2022: $6,585,882Liabilities 2022: $1Net Assets 2022: $6,585,8822022Assets 2023: $6,313,885Liabilities 2023: $1Net Assets 2023: $6,313,8852023Assets 2024: $6,367,413Liabilities 2024: $0Net Assets 2024: $6,367,4132024

Highlighted filing

2023

Assets$6,313,885
Liabilities$1
Net Assets$6,313,885
Open 2023 Filing

Operations Trend

Revenue Growth25th 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: $6,010,001Expenses 2014: $0Net Income 2014: $6,010,0012014Revenue 2015: $2,090,287Expenses 2015: $123,982Net Income 2015: $1,966,3052015Revenue 2016: $51,826Expenses 2016: $342,038Net Income 2016: -$290,2122016Revenue 2019: $297,866Expenses 2019: $474,648Net Income 2019: -$176,7822019Revenue 2020: $450,479Expenses 2020: $413,458Net Income 2020: $37,0212020Revenue 2021: $583,754Expenses 2021: $440,577Net Income 2021: $143,1772021Revenue 2022: $222,903Expenses 2022: $521,566Net Income 2022: -$298,6632022Revenue 2023: $193,167Expenses 2023: $465,164Net Income 2023: -$271,9972023Revenue 2024: $518,426Expenses 2024: $464,898Net Income 2024: $53,5282024

Highlighted filing

2023

Revenue$193,167
Expenses$465,164
Net Income-$271,997
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison DohertyCo- Pres, Dir, Sec-$0--
Edward DohertyDir, Treas, Co- Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Doherty Foundation
EIN
47-2312776
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Edward Doherty
Title
Co-president
Phone
8008391754
Signed
2024-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PARKER HANNIFIN CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PIMCO INCOME FUND P CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67THE HARTFORD MIDCAP FUND CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WALT DISNEY HOLDINGS CO
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0199869
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0195037
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0245177
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0244765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt021323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ENERGY TRANSFER LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ENTERPRISE PRODUCTS PARTNERS L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MPLX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt090182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt175783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt225631
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0171631
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-18750
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0924
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Sec 751 Gain on Sale of Ptshp
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0776
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-3391
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt141977
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0154581
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt038586
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0193167
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0385000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0385000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0171631
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0171631
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-271997
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01468962
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0924
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0924
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-18750
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0126061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt029694
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt039362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046873
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt046873
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0414694
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0465164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0173331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0193167
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029694
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt080164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01444936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt024026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-41977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt024026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-41977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01468962
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/CapitalGainNetIncomeAmt0-18750
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-271997
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06313885
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06585882
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06313885
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0410678
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0410678
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0410678
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0726
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0413156
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01752
IRS990PF/DistributableAmountGrp/TotalTaxAmt02478
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01715
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01815
IRS990PF/FMVAssetsEOYAmt08800193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0181891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0764532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0763293
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05874868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05018434
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07357819
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt095248
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt038190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0191596
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06585882
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06313885
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt054951
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt047683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt047683
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06585882
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06313885
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08800193
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06585882
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06313885
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06585882
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06313885
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0378924
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0445046
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0439802
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08388950
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0114723
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08274227
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0125834
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0413156
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08263116
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08388950

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,313,885
Liabilities
$1
Net assets
$6,313,885
Revenue
$193,167
Expenses
$465,164
Net income
-$271,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.52$0.46$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.19$0.47$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.22$0.52$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.58$0.44$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.45$0.41$0.04
2019Summary only. Only limited summary data is available for this year.$6.70$0.00$0.30$0.47$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.05$0.34$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$2.09$0.12$1.97
2014Summary only. Only limited summary data is available for this year.$6.01$0.00$6.01$0.00$6.01