Civic Intelligence

George D Hott Memorial Foundation of Morgantown Monongalia Co Wva

990PF • Fiscal year 2017 • EIN 55-6085230

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

PO Box 1558 Dept Ea5w86Columbus, OH 43216

(304) 348-4582

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$27,594

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

46th percentile

1.4%

Faster asset growth than 46% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

135%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,211,522

Up $30,529 (+1.4%) from 2016

Net Assets

Up

$2,211,522

Up $30,529 (+1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$203,024

Up $116,491 (+135%) from 2016

Expenses

Up

$174,805

Up $8,808 (+5.3%) from 2016

Net Income

Up

$28,219

Up $107,683 (+136%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,142,633Liabilities 2011: $02011Assets 2012: $2,106,647Liabilities 2012: $02012Assets 2013: $2,113,343Liabilities 2013: $0Net Assets 2013: $2,113,3432013Assets 2014: $2,253,266Liabilities 2014: $02014Assets 2015: $2,265,240Liabilities 2015: $0Net Assets 2015: $2,265,2402015Assets 2016: $2,180,993Liabilities 2016: $0Net Assets 2016: $2,180,9932016Assets 2017: $2,211,522Liabilities 2017: $0Net Assets 2017: $2,211,5222017Assets 2018: $2,283,440Liabilities 2018: $0Net Assets 2018: $2,283,4402018Assets 2019: $2,276,445Liabilities 2019: $0Net Assets 2019: $2,276,4452019Assets 2020: $2,202,054Liabilities 2020: $0Net Assets 2020: $2,202,0542020Assets 2021: $2,519,999Liabilities 2021: $0Net Assets 2021: $2,519,9992021Assets 2022: $2,534,920Liabilities 2022: $0Net Assets 2022: $2,534,9202022Assets 2023: $2,521,607Liabilities 2023: $0Net Assets 2023: $2,521,6072023Assets 2024: $2,954,571Liabilities 2024: $0Net Assets 2024: $2,954,5712024

Highlighted filing

2017

Assets$2,211,522
Liabilities$0
Net Assets$2,211,522

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $30,409Expenses 2011: $163,678Net Income 2011: -$133,2692011Revenue 2012: $136,191Expenses 2012: $172,177Net Income 2012: -$35,9862012Revenue 2013: $177,091Expenses 2013: $170,395Net Income 2013: $6,6962013Revenue 2014: $340,861Expenses 2014: $202,788Net Income 2014: $138,0732014Revenue 2015: $194,639Expenses 2015: $185,143Net Income 2015: $9,4962015Revenue 2016: $86,533Expenses 2016: $165,997Net Income 2016: -$79,4642016Revenue 2017: $203,024Expenses 2017: $174,805Net Income 2017: $28,2192017Revenue 2018: $257,361Expenses 2018: $185,536Net Income 2018: $71,8252018Revenue 2019: $170,867Expenses 2019: $162,274Net Income 2019: $8,5932019Revenue 2020: $106,695Expenses 2020: $196,498Net Income 2020: -$89,8032020Revenue 2021: $509,919Expenses 2021: $162,523Net Income 2021: $347,3962021Revenue 2022: $188,714Expenses 2022: $202,468Net Income 2022: -$13,7542022Revenue 2023: $163,847Expenses 2023: $176,758Net Income 2023: -$12,9112023Revenue 2024: $686,384Expenses 2024: $253,769Net Income 2024: $432,6152024

Highlighted filing

2017

Revenue$203,024
Expenses$174,805
Net Income$28,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$27,594-$27,594
Filing and Contact Details

Filer

Filer Name
George D Hott Foundation
EIN
55-6085230
Phone
3043484582
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3043484582
Signed
2018-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EMC CORP/MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43KLA-TENCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DEERE & CO W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNIION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TRANSOCEAN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62BALL CORP W/1 PFD STK PUR RT/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FREEPORT-MCMORAN INC W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65DOMINION RESOURCES INC /VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WINDSTREAM HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ASTON ANCHOR CAPITAL ENHANCED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69JEFFERIES TR/J ALERIAN MLP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ARTISAN INTERNATIONAL VALUE FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71COLUMBIA SMALLCAP INDEX FUND-R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72DFA GLOBAL REAL ESTATE SECURIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73EATON VANCE ATLANTA CAPITAL SM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74AMERICAN EUROPACIFIC GROWTH FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75FEDERATED INTERNATIONAL LEADER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76FIRST EAGLE OVERSEAS FUND - CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ISHARES GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ISHARES SELECT DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ISHARES S&P MID-CAP 400 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ISHARES EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81JANUS TRITON FUND - CLASS T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MARKET VECTORS AGRIBUSINESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MERGER FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84OPPENHEIMER DEVELOPING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85THIRD AVENUE REAL ESTATE VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VANGUARD REIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VANGUARD MID CAP INDEX FUND -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WASATCH LONG/SHORT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WISDOMTREE SMALL CAP DVD INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90DFA US SMALL CAP PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93KKR & CO LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95AMERISOURCE BERGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100CONSTELLATION BRANDS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102HERSHEY CO W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103MONDELEZ INTERNATIONAL INC W/1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WHITEWAVE FOODS COMPANY CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105D.R. HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106MOHAWK INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108ALPHABET INC - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109COGNIZANT TECH SOLUTIONS CROP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114AVAGO TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120ANADARKO PETROLEUM CORP W/1 RT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121DOW CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122NUCOR CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125FIDELITY REAL ESTATE INCOME FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126GATEWAY FUND - CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128MERGER FUND - L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129AMERICAN FUNDS-NEW WORLD FUND-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130T ROW PRICE REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131WISDOMTREE MIDCAP DIVIDEND FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132WISDOMTREE EUROPE HEDGED EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134AFFILIATED MANAGERS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135AMERICAN INTL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139CELEGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142ISHARES S&P SMALL-CAP 600 GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144MARRIOTT INTERNATIONAL INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146PIONEER NATURAL RESOURCES W/1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147S&P GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148SPDR S&P MIDCAP 400 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150WISDOMTREE EMERGING MKTS HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154AMERICAN WATER WORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155DFA EMERGING MARKETS CORE EQUI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160ISHARES S&P MID-CAP 400 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163MARTIN MARIETTA MATLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164MCCORMICK & CO INC COM NON VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165ROCKWELL AUTOMATION, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166T. ROWE PRICE MID-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167T. ROWE PRICE NEW HORIZONS FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm169SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170THERMO FISHER SCIENTIFIC INC 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171VANGUARD INTERNATIONAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172VANGUARD FTSE ALL WORLD EXCEPT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm176WISDOMTREE U.S. SMALLCAP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt057981
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0143075
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0KKR & CO LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01968
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0203024
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0203024
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0143075
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013797
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013797
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027594
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0143200

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.69$0.25$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.16$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.19$0.20$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.51$0.16$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.17$0.16$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.26$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.20$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.19$0.19$0.01
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$0.34$0.20$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.18$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$0.14$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$0.03$0.16$0.13