Civic Intelligence

Plumbers & Pipefitters Local Union No 421 Joint Training Fund

990 • Fiscal year 2015 • EIN 57-1052701

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

Organization Profile
2556 Oscar Johnson DriveNorth Charleston, SC 29405

(843) 554-3655

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.48x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

0.64x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Net Margin

53rd percentile

6.2%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$73,580

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Asset Growth

95th percentile

48%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

35%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,011,032

Up $649,184 (+48%) from 2014

Net Assets

Up

$1,054,094

Up $92,538 (+9.6%) from 2014

Liabilities

Up

$956,938

Up $556,646 (+139%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin53rd percentile

Revenue

Up

$1,483,896

Up $381,597 (+35%) from 2014

Expenses

Up

$1,391,358

Up $363,462 (+35%) from 2014

Net Income

Up

$92,538

Up $18,135 (+24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,034,869Liabilities 2011: $204,118Net Assets 2011: $830,7512011Assets 2012: $1,085,205Liabilities 2012: $185,982Net Assets 2012: $899,2232012Assets 2013: $1,039,166Liabilities 2013: $152,013Net Assets 2013: $887,1532013Assets 2014: $1,361,848Liabilities 2014: $400,292Net Assets 2014: $961,5562014Assets 2015: $2,011,032Liabilities 2015: $956,938Net Assets 2015: $1,054,0942015Assets 2016: $2,043,574Liabilities 2016: $866,449Net Assets 2016: $1,177,1252016Assets 2017: $2,029,811Liabilities 2017: $838,209Net Assets 2017: $1,191,6022017Assets 2018: $1,820,906Liabilities 2018: $785,717Net Assets 2018: $1,035,1892018Assets 2019: $2,513,436Liabilities 2019: $712,091Net Assets 2019: $1,801,3452019Assets 2020: $3,163,007Liabilities 2020: $644,899Net Assets 2020: $2,518,1082020Assets 2021: $3,447,029Liabilities 2021: $595,745Net Assets 2021: $2,851,2842021Assets 2022: $3,214,937Liabilities 2022: $31,043Net Assets 2022: $3,183,8942022Assets 2023: $3,250,188Liabilities 2023: $129,201Net Assets 2023: $3,120,9872023Assets 2024: $4,117,337Liabilities 2024: $289,612Net Assets 2024: $3,827,7252024Assets 2025: $5,251,672Liabilities 2025: $68,231Net Assets 2025: $5,183,4412025

Highlighted filing

2015

Assets$2,011,032
Liabilities$956,938
Net Assets$1,054,094
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,014,746Expenses 2011: $904,192Net Income 2011: $110,5542011Revenue 2012: $943,946Expenses 2012: $875,474Net Income 2012: $68,4722012Revenue 2013: $962,684Expenses 2013: $974,754Net Income 2013: -$12,0702013Revenue 2014: $1,102,299Expenses 2014: $1,027,896Net Income 2014: $74,4032014Revenue 2015: $1,483,896Expenses 2015: $1,391,358Net Income 2015: $92,5382015Revenue 2016: $1,555,141Expenses 2016: $1,432,110Net Income 2016: $123,0312016Revenue 2017: $1,450,061Expenses 2017: $1,435,584Net Income 2017: $14,4772017Revenue 2018: $1,423,058Expenses 2018: $1,579,471Net Income 2018: -$156,4132018Revenue 2019: $2,255,979Expenses 2019: $1,489,823Net Income 2019: $766,1562019Revenue 2020: $2,116,225Expenses 2020: $1,399,462Net Income 2020: $716,7632020Revenue 2021: $1,742,524Expenses 2021: $1,409,348Net Income 2021: $333,1762021Revenue 2022: $2,045,686Expenses 2022: $1,710,301Net Income 2022: $335,3852022Revenue 2023: $1,844,601Expenses 2023: $1,919,032Net Income 2023: -$74,4312023Revenue 2024: $3,237,932Expenses 2024: $2,544,581Net Income 2024: $693,3512024Revenue 2025: $3,938,056Expenses 2025: $2,594,177Net Income 2025: $1,343,8792025

Highlighted filing

2015

Revenue$1,483,896
Expenses$1,391,358
Net Income$92,538
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$1,483,896
Mission and Program Overview

Mission

The fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreement.

The Funds purpose is to provide training and education benefits under terms of various collective bargaining agreements between the various employers and the Plumbers Pipefitters Local Union 421.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$733,381$1,555,446▲ $822,065
Rtn Earn Endowment Incm Other Fnds$961,556$1,054,094▲ $92,538
Savings and Temporary Cash Investments$506,402$367,755▼ $138,647
Accounts Receivable$67,965$83,731▲ $15,766
Total Assets$1,361,848$2,011,032▲ $649,184
Other Assets Total$54,100$4,100▼ $50,000
Liabilities
Mortgage Notes Payable Secured by Investment Property$353,658$892,495▲ $538,837
Other Liabilities-$36,000-
Accounts Payable and Accrued Expenses$46,634$28,443▼ $18,191
Total Liabilities$400,292$956,938▲ $556,646
Net Assets / Fund Balance
Total Net Assets Fund Balance$961,556$1,054,094▲ $92,538
Total Liabilities and Net Assets / Fund Balance$1,361,848$2,011,032▲ $649,184

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$589,630$9,770-
Land$200,000--
Equipment$107,271$339,838-
Leasehold Improvements$658,545$229,965-
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John SciadiniDirectorFT$73,580$73,580

Board Members and Trustees

NameTitle
Bob HughesTrustee
Caroll GarrettTrustee
Harold RudisillTrustee
Jack WeaverTrustee
John HenshewTrustee
Luther BushTrustee
Michael StrykerTrustee
Scott PortmanTrustee
Skip HowardTrustee
Steve SmithTrustee
Zane GauldinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,474,035
Investment Income
$9,861
Other Revenue
$0
Change in Net Assets
$92,538

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,483,896
Total Revenue per Audited Statements
$1,483,896
Total Revenue per Form 990
$1,483,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$787,859
Salaries, Compensation, and Employee Benefits$603,499
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$364,190$77,717-$441,907
Occupancy$71,800$75,789-$147,589
Travel-$131,180-$131,180
Depreciation Depletion$72,600--$72,600
Other Employee Benefits-$70,336-$70,336
Current Officers, Directors, Trustees, and Key Employees-$69,558-$69,558
Fees for Services Accounting-$63,864-$63,864
Office Expenses-$46,514-$46,514
Interest-$18,796-$18,796
Fees for Services Legal-$16,134-$16,134
Payroll Taxes-$13,718-$13,718
Pension Plan Contributions-$7,980-$7,980
All Other Expenses-$6,053-$6,053
Other Expenses$263,546$6,000-$6,000
Insurance-$5,180-$5,180
Total Functional Expenses$772,136$619,222$0$1,391,358

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,391,358
Total Expenses per Audited Statements$1,391,358
Total Expenses per Form 990$1,391,358
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$36,000
Due to UA of Plumbers Pipefitters Training-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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

“- The return is prepared by the Funds independent qualified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.”

Form 990, Part VI, Section B, Line 12C

“- The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assistance of the Funds professionals.”

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

“Directors salary is set by the Trustees all other wages are determined by the Director and approved by the Trustees”

Form 990, Part VI, Section C, Line 19

“- As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters LU 421 Training Fund
EIN
57-1052701
Phone
8435543655
Address
2556 Oscar Johnson Drive, North Charleston, SC 29405

Signing Officer

Name
Zane Gauldin
Title
Chairman of Board
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
LaPadula Carlson & Co CPA's
Address
550 Biltmore Way Suite 1200, Coral Gables, FL 33134
Preparer
Sharon Carlson
Phone
3055299300
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt077717
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0364190
IRS990/OtherSalariesAndWagesGrp/TotalAmt0441907
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013718
IRS990/PayrollTaxesGrp/TotalAmt013718
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07980
IRS990/PensionPlanContributionsGrp/TotalAmt07980
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0John Sciadini
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1UA Training Grant
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0983551
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1490484
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0983551
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1490484
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt016809
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0647698
IRS990/PYProgramServiceRevenueAmt01085490
IRS990/PYRevenuesLessExpensesAmt074403
IRS990/PYSalariesCompEmpBnftPaidAmt0380198
IRS990/PYTotalExpensesAmt01027896
IRS990/PYTotalRevenueAmt01102299
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt092538
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0961556
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01054094
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0506402
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0367755
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0589630
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09770
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0599400
IRS990ScheduleD/EquipmentGrp/BookValueAmt0107271
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0339838
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0447109
IRS990ScheduleD/ExpensesSubtotalAmt01391358
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0200000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0658545
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0229965
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0888510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to UA of Plumbers Pipefitters Training
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt01483896
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01555446
IRS990ScheduleD/TotalExpensesPerForm990Amt01391358
IRS990ScheduleD/TotalLiabilityAmt036000
IRS990ScheduleD/TotalRevenuePerForm990Amt01483896
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01483896
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01391358
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Skip Howard
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Harold Rudisill
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0- The return is prepared by the Funds independent qualified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1- The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assistance of the Funds professionals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Directors salary is set by the Trustees all other wages are determined by the Director and approved by the Trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3- As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01361848
IRS990/TotalAssetsEOYAmt02011032
IRS990/TotalAssetsGrp/BOYAmt01361848
IRS990/TotalAssetsGrp/EOYAmt02011032
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0619222
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0772136
IRS990/TotalFunctionalExpensesGrp/TotalAmt01391358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0400292
IRS990/TotalLiabilitiesEOYAmt0956938
IRS990/TotalLiabilitiesGrp/BOYAmt0400292
IRS990/TotalLiabilitiesGrp/EOYAmt0956938
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0961556
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01054094
IRS990/TotalProgramServiceExpensesAmt0772136
IRS990/TotalProgramServiceRevenueAmt01474035
IRS990/TotalReportableCompFromOrgAmt073580
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01483896
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01483896
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01361848
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02011032
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0131180
IRS990/TravelGrp/TotalAmt0131180
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02556 Oscar Johnson Drive
IRS990/USAddress/CityNm0N Charleston
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029405
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Zane Gauldin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman of Board
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plumbers & Pipefitters LU 421 Training Fund
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0571052701
ReturnHeader/Filer/PhoneNum08435543655

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,011,032
Liabilities
$956,938
Net assets
$1,054,094
Revenue
$1,483,896
Expenses
$1,391,358
Net income
$92,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.25$0.07$5.18$3.94$2.59$1.34
2024Detailed filing. Detailed filing data is available for this year.$4.12$0.29$3.83$3.24$2.54$0.69
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.13$3.12$1.84$1.92$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.03$3.18$2.05$1.71$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.60$2.85$1.74$1.41$0.33
2020Summary only. Only limited summary data is available for this year.$3.16$0.64$2.52$2.12$1.40$0.72
2019Summary only. Only limited summary data is available for this year.$2.51$0.71$1.80$2.26$1.49$0.77
2018Summary only. Only limited summary data is available for this year.$1.82$0.79$1.04$1.42$1.58$0.16
2017Summary only. Only limited summary data is available for this year.$2.03$0.84$1.19$1.45$1.44$0.01
2016Summary only. Only limited summary data is available for this year.$2.04$0.87$1.18$1.56$1.43$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.96$1.05$1.48$1.39$0.09
2014Summary only. Only limited summary data is available for this year.$1.36$0.40$0.96$1.10$1.03$0.07
2013Summary only. Only limited summary data is available for this year.$1.04$0.15$0.89$0.96$0.97$0.01
2012Summary only. Only limited summary data is available for this year.$1.09$0.19$0.90$0.94$0.88$0.07
2011Summary only. Only limited summary data is available for this year.$1.03$0.20$0.83$1.01$0.90$0.11