Civic Intelligence

Loretta Haley Mcknight Charitable Trust

990PF • Fiscal year 2021 • EIN 58-6222875

May 01, 2020 to Apr 30, 2021 • Filed on Aug 23, 2021

2813 Old Dawson RoadAlbany, GA 31707

(229) 500-5670

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

38th percentile

6.0%

Higher net margin than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$40,158

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.4%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

41%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,697,189

Up $15,087 (+0.4%) from 2020

Net Assets

Up

$3,695,032

Up $15,807 (+0.4%) from 2020

Liabilities

Down

$2,157

Down $720 (-25%) from 2020

Revenue

Up

$262,912

Up $76,371 (+41%) from 2020

Expenses

Up

$247,105

Up $9,298 (+3.9%) from 2020

Net Income

Up

$15,807

Up $67,073 (+131%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,663,933Liabilities 2011: $0Net Assets 2011: $3,663,9332011Assets 2012: $3,587,086Liabilities 2012: $0Net Assets 2012: $3,587,0862012Assets 2013: $3,501,408Liabilities 2013: $0Net Assets 2013: $3,501,4082013Assets 2014: $3,594,315Liabilities 2014: $0Net Assets 2014: $3,594,3152014Assets 2015: $3,759,186Liabilities 2015: $0Net Assets 2015: $3,759,1862015Assets 2016: $3,780,887Liabilities 2016: $0Net Assets 2016: $3,780,8872016Assets 2017: $3,771,098Liabilities 2017: $1,832Net Assets 2017: $3,769,2662017Assets 2018: $3,734,616Liabilities 2018: $962Net Assets 2018: $3,733,6542018Assets 2020: $3,682,102Liabilities 2020: $2,877Net Assets 2020: $3,679,2252020Assets 2021: $3,697,189Liabilities 2021: $2,157Net Assets 2021: $3,695,0322021Assets 2022: $3,835,650Liabilities 2022: $1,6352022Assets 2023: $3,643,074Liabilities 2023: $346Net Assets 2023: $3,642,7282023Assets 2024: $3,508,947Liabilities 2024: $12024Assets 2025: $3,368,300Liabilities 2025: $0Net Assets 2025: $3,368,3002025

Highlighted filing

2021

Assets$3,697,189
Liabilities$2,157
Net Assets$3,695,032

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $225,5192011Expenses 2012: $235,7932012Expenses 2013: $230,6652013Revenue 2014: $332,228Expenses 2014: $239,321Net Income 2014: $92,9072014Revenue 2015: $421,689Expenses 2015: $256,818Net Income 2015: $164,8712015Revenue 2016: $277,110Expenses 2016: $255,409Net Income 2016: $21,7012016Revenue 2017: $229,132Expenses 2017: $240,753Net Income 2017: -$11,6212017Revenue 2018: $202,256Expenses 2018: $237,868Net Income 2018: -$35,6122018Revenue 2020: $186,541Expenses 2020: $237,807Net Income 2020: -$51,2662020Revenue 2021: $262,912Expenses 2021: $247,105Net Income 2021: $15,8072021Revenue 2022: $406,704Expenses 2022: $267,721Net Income 2022: $138,9832022Revenue 2023: $79,734Expenses 2023: $271,021Net Income 2023: -$191,2872023Revenue 2024: $101,866Expenses 2024: $235,647Net Income 2024: -$133,7812024Revenue 2025: $94,511Expenses 2025: $235,158Net Income 2025: -$140,6472025

Highlighted filing

2021

Revenue$262,912
Expenses$247,105
Net Income$15,807
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Aug 23, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrust Committee-$40,158-$40,158
EMILY JEAN MCAFEETrustee-$0--
GAYLE CHAPMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Loretta H Mcknight Charitable Trust
EIN
58-6222875
Phone
2295005670
Address
2813 OLD DAWSON ROAD, ALBANY, GA 31707

Signing Officer

Name
G Edmund Nobles
Title
Trustee
Phone
2295005670
Signed
2021-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
PO BOX 71549 2303 DAWSON ROAD, ALBANY, GA 31708-1549
Preparer
Joanna Hancock
Phone
2294463600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5011178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5124223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5215208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5310919
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt427037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt519789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt626425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt716456
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt917116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1023684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1232588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1325588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1418889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1537384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1622013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1720781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1819862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19158115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2020206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2130425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2229664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2316486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2431223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2512656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2613754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29105411
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3222168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3338424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3422886
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3928315
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4115892
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4320645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4431505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4522081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4619098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4729356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4824726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4921209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5013092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5139472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5223645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5314510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5427685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DOMINION RESOURCES INC/VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GOLDMAN SACHS GROUP INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HILTON WORLDWIDE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LYONDELLBASELL INDUSTRIES NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MSC INDUSTRIAL DIRECT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PROCTER & GAMBLE CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TJX COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0685892
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0712007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0128589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1185509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2133173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt389920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4127276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt580114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt661394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7207565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt839658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BARON EMERGING MARKETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JOHCM INTERNATIONAL SELECT FUND/ACQUIRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NUANCE MID CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PGIM QMA SMALL-CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VICTORY RS SMALL CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DOUBLELINE EMERGING MARKETS FIXED INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD EMERGING MARKETS BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0144929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1300262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2207423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3105926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4132163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5131334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt662441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7210752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt841233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt099760
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0163152
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0262912
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0262912
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02430
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02430
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0163152
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040158
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040158
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0197916
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0197916
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt099760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt099760
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015807
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01516652
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0163152
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0220779
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01469
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01469
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0506
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0200346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0247105
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0262912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0262912

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.09$0.24$0.14
2024Summary only. Only limited summary data is available for this year.$3.51$0.00$0.10$0.24$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.08$0.27$0.19
2022Summary only. Only limited summary data is available for this year.$3.84$0.00$0.41$0.27$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.26$0.25$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.19$0.24$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.20$0.24$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.23$0.24$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.28$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.42$0.26$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.33$0.24$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23
2012Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.23