Civic Intelligence

Saint Augustine Historical Society Inc

990 • Fiscal year 2016 • EIN 59-0638482

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 29, 2016

Organization ProfileWWW.OLDESTHOUSE.ORG
271 Charlotte StSaint Augustine, FL 32084

(904) 824-2872

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

23rd percentile

0.05x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

20th percentile

-10%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.3%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$5,342,435

Down $126,218 (-2.3%) from 2015

Net Assets

Down

$5,313,299

Down $107,980 (-2.0%) from 2015

Liabilities

Down

$29,136

Down $18,238 (-38%) from 2015

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin20th percentile

Revenue

Up

$544,341

Up $58,334 (+12%) from 2015

Expenses

Up

$600,409

Up $138,913 (+30%) from 2015

Net Income

Down

-$56,068

Down $80,579 (-329%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,219,586Liabilities 2011: $51,411Net Assets 2011: $5,168,1752011Assets 2012: $5,073,447Liabilities 2012: $48,416Net Assets 2012: $5,025,0312012Assets 2013: $5,299,175Liabilities 2013: $52,311Net Assets 2013: $5,246,8642013Assets 2014: $5,132,619Liabilities 2014: $40,247Net Assets 2014: $5,092,3722014Assets 2015: $5,468,653Liabilities 2015: $47,374Net Assets 2015: $5,421,2792015Assets 2016: $5,342,435Liabilities 2016: $29,136Net Assets 2016: $5,313,2992016Assets 2017: $5,452,927Liabilities 2017: $24,457Net Assets 2017: $5,428,4702017Assets 2018: $5,424,879Liabilities 2018: $34,438Net Assets 2018: $5,390,4412018Assets 2019: $5,642,512Liabilities 2019: $39,528Net Assets 2019: $5,602,9842019Assets 2020: $5,451,733Liabilities 2020: $97,870Net Assets 2020: $5,353,8632020Assets 2021: $5,928,403Liabilities 2021: $108,481Net Assets 2021: $5,819,9222021Assets 2022: $5,442,420Liabilities 2022: $47,338Net Assets 2022: $5,395,0822022Assets 2023: $5,234,443Liabilities 2023: $27,843Net Assets 2023: $5,206,6002023Assets 2024: $5,477,751Liabilities 2024: $47,403Net Assets 2024: $5,430,3482024

Highlighted filing

2016

Assets$5,342,435
Liabilities$29,136
Net Assets$5,313,299
Open 2016 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $508,3242011Expenses 2012: $447,8562012Revenue 2013: $680,775Expenses 2013: $458,942Net Income 2013: $221,8332013Revenue 2014: $504,326Expenses 2014: $535,602Net Income 2014: -$31,2762014Revenue 2015: $486,007Expenses 2015: $461,496Net Income 2015: $24,5112015Revenue 2016: $544,341Expenses 2016: $600,409Net Income 2016: -$56,0682016Revenue 2017: $453,337Expenses 2017: $523,727Net Income 2017: -$70,3902017Revenue 2018: $510,681Expenses 2018: $531,343Net Income 2018: -$20,6622018Revenue 2019: $529,712Expenses 2019: $546,287Net Income 2019: -$16,5752019Revenue 2020: $353,396Expenses 2020: $602,517Net Income 2020: -$249,1212020Revenue 2021: $1,285,064Expenses 2021: $819,005Net Income 2021: $466,0592021Revenue 2022: $839,470Expenses 2022: $763,113Net Income 2022: $76,3572022Revenue 2023: $537,037Expenses 2023: $830,658Net Income 2023: -$293,6212023Revenue 2024: $735,401Expenses 2024: $783,906Net Income 2024: -$48,5052024

Highlighted filing

2016

Revenue$544,341
Expenses$600,409
Net Income-$56,068
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 29, 2016
Return Version
2015v2.1
Gross Receipts
$567,574
Mission and Program Overview

Mission

To preserve and educate the public about the history of st augustine

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,953,367$3,915,169▼ $38,198
Land, Buildings, and Equipment, Net$395,528$374,370▼ $21,158
Savings and Temporary Cash Investments$148,683$102,695▼ $45,988
Pledges and Grants Receivable$27,511$27,511→ $0
Inventories for Sale or Use$12,623$19,285▲ $6,662
Cash and Non-Interest-Bearing Accounts$45,500$13,919▼ $31,581
Accounts Receivable$2,456$6,501▲ $4,045
Total Assets$5,468,653$5,342,435▼ $126,218
Other Assets Total$882,985$882,985→ $0
Liabilities
Deferred Revenue$18,480$16,177▼ $2,303
Accounts Payable and Accrued Expenses$28,894$12,959▼ $15,935
Total Liabilities$47,374$29,136▼ $18,238
Net Assets / Fund Balance
Unrestricted Net Assets$5,004,124$4,893,406▼ $110,718
Permanently Rstr Net Assets$417,155$419,893▲ $2,738
Total Net Assets Fund Balance$5,421,279$5,313,299▼ $107,980
Total Liabilities and Net Assets / Fund Balance$5,468,653$5,342,435▼ $126,218

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$316,630$122,877$439,507
Equipment$57,740$215,954$273,694
Other Assets Org$882,985--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$336,840-▲ $10,730-$344,070
2014$414,273-▼ $73,933-$336,840
2013$432,781-▲ $12,018$26,621$414,273
2012$434,470-▲ $15,427$14,491$432,781
2011$432,513-▲ $12,988$8,491$434,470
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Tom DayPresident
Consuelo LippiDirector
Eric JohnsonDirector
Glen HastingsDirector
Jim StegeDirector
John D VersaggiDirector
Martha MicklerDirector
Matt BakerDirector
Robert StoreyDirector
Tim JohnsonDirector
Margo PopeTreasurer
Jim CusickVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$136,177
Program Service Revenue
$144,277
Investment Income
$186,632
Other Revenue
$77,255
All Other Contributions
$8,048
Change in Net Assets
$-56,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$321,461
Other Expenses$278,948
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$228,498--$228,498
Current Officers, Directors, Trustees, and Key Employees-$62,308-$62,308
Fees for Services Other-$38,180-$38,180
Payroll Taxes$25,510$5,145-$30,655
Fees for Service Investment Mgmnt Fees$27,203--$27,203
Depreciation Depletion$25,177--$25,177
Office Expenses$6,555$14,048-$20,603
Insurance$18,045--$18,045
Advertising$15,222--$15,222
Other Expenses$14,237--$14,237
All Other Expenses$1,891$8,234-$10,125
Fees for Services Accounting-$4,508-$4,508
Fees for Services Legal-$3,262-$3,262
Travel-$1,574-$1,574
Total Functional Expenses$463,150$137,259$0$600,409
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 11B

“A copy of the return is provided for board review prior to filing”

Form 990, Page 6, Part VI, Line 12C

“Annually the board of directors reaffirms and signs confilct of interest documents”

Form 990, Page 6, Part VI, Line 15A

“The board of directors annually reviews and approves the executive director's salary”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Saint Augustine Historical
EIN
59-0638482
Phone
9048242872
Address
271 CHARLOTTE ST, SAINT AUGUSTINE, FL 32084

Signing Officer

Name
Magen Wilson
Title
Executive Director
Phone
9048242872
Signed
2016-11-29

Organization Details

Principal Officer
Magen Wilson
Formed
1960
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
19

Preparer

Firm
W H O'CONNELL & ASSOCIATES PA
Address
2825 LEWIS SPEEDWAY 104, ST AUGUSTINE, FL 32084
Preparer
W HENRY O'CONNELL CPA
Phone
9048290082
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment fund is maintained for the upkeep of the historic library in st augustine”

Raw XML AppendixShowing 400 of 450 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherRevenueMiscGrp/Desc0CLEANING REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02952
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02952
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1225
IRS990/OtherRevenueTotalAmt03177
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0228498
IRS990/OtherSalariesAndWagesGrp/TotalAmt0228498
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05145
IRS990/PayrollTaxesGrp/ProgramServicesAmt025510
IRS990/PayrollTaxesGrp/TotalAmt030655
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0417155
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0419893
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027511
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt027511
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MAGEN WILSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1WEDDING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0114477
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0114477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129800
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt079648
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0170945
IRS990/PYOtherExpensesAmt0170243
IRS990/PYOtherRevenueAmt075469
IRS990/PYProgramServiceRevenueAmt0159945
IRS990/PYRevenuesLessExpensesAmt024511
IRS990/PYSalariesCompEmpBnftPaidAmt0291253
IRS990/PYTotalExpensesAmt0461496
IRS990/PYTotalRevenueAmt0486007
IRS990/ReconcilationRevenueExpnssAmt0-56068
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt053310
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0733
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0733
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0148683
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0136177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0109440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0104784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0525088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0186632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0170945
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0150771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0184273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0160518
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0853139
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01749106
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38100
IRS990ScheduleA/PublicSupportPY170Pct00.31670
IRS990ScheduleA/PublicSupportTotal170Amt0525088
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0136177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt079648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0109440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095039
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0104784
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0525088
IRS990ScheduleA/TotalSupportAmt01378227
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0882985
IRS990ScheduleD/BuildingsGrp/BookValueAmt0316630
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0122877
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0439507
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03500
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0336840
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0344070
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0414273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0336840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-73933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03905
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0432781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0414273
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt026621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0434470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0432781
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015427
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt014491
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02540
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0432513
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0434470
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012988
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08491
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt057740
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0215954
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0273694
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0882985
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MUSEUM COLLECTIONS
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUND IS MAINTAINED FOR THE UPKEEP OF THE HISTORIC LIBRARY IN ST AUGUSTINE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0374370
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0882985
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN IS PROVIDED FOR BOARD REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE BOARD OF DIRECTORS REAFFIRMS AND SIGNS CONFILCT OF INTEREST DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05468653
IRS990/TotalAssetsEOYAmt05342435
IRS990/TotalAssetsGrp/BOYAmt05468653
IRS990/TotalAssetsGrp/EOYAmt05342435
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0136177
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0137259
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0463150
IRS990/TotalFunctionalExpensesGrp/TotalAmt0600409
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt047374
IRS990/TotalLiabilitiesEOYAmt029136
IRS990/TotalLiabilitiesGrp/BOYAmt047374

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,342,435
Liabilities
$29,136
Net assets
$5,313,299
Revenue
$544,341
Expenses
$600,409
Net income
-$56,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.48$0.05$5.43$0.74$0.78$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.03$5.21$0.54$0.83$0.29
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.05$5.40$0.84$0.76$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.93$0.11$5.82$1.29$0.82$0.47
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.10$5.35$0.35$0.60$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.64$0.04$5.60$0.53$0.55$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.42$0.03$5.39$0.51$0.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.02$5.43$0.45$0.52$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.03$5.31$0.54$0.60$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.47$0.05$5.42$0.49$0.46$0.02
2014Summary only. Only limited summary data is available for this year.$5.13$0.04$5.09$0.50$0.54$0.03
2013Summary only. Only limited summary data is available for this year.$5.30$0.05$5.25$0.68$0.46$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$0.05$5.03$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.05$5.17$0.51