Civic Intelligence

John and Martha Carter Foundation

990PF • Fiscal year 2015 • EIN 59-2712359

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 28, 2015

PO Box 990Lake Wales, FL 33859-0990

(863) 676-7981

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

0.45x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

1.3%

Faster asset growth than 53% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$470,651

Up $6,015 (+1.3%) from 2014

Net Assets

Up

$453,974

Up $4,251 (+0.9%) from 2014

Liabilities

Up

$16,677

Up $1,764 (+12%) from 2014

Revenue

Down

$37,101

Down $9,508 (-20%) from 2014

Expenses

Up

$32,687

Up $1,484 (+4.8%) from 2014

Net Income

Down

$4,414

Down $10,992 (-71%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $436,605Liabilities 2011: $10,958Net Assets 2011: $425,6472011Assets 2012: $447,497Liabilities 2012: $10,1202012Assets 2013: $446,054Liabilities 2013: $11,524Net Assets 2013: $434,5302013Assets 2014: $464,636Liabilities 2014: $14,913Net Assets 2014: $449,7232014Assets 2015: $470,651Liabilities 2015: $16,677Net Assets 2015: $453,9742015Assets 2016: $519,353Liabilities 2016: $16,533Net Assets 2016: $502,8202016Assets 2017: $582,708Liabilities 2017: $16,327Net Assets 2017: $566,3812017Assets 2018: $582,344Liabilities 2018: $37,810Net Assets 2018: $544,5342018Assets 2019: $542,673Liabilities 2019: $37,563Net Assets 2019: $505,1102019Assets 2020: $493,190Liabilities 2020: $36,139Net Assets 2020: $457,0512020Assets 2021: $480,440Liabilities 2021: $41,544Net Assets 2021: $438,8962021Assets 2022: $465,531Liabilities 2022: $48,726Net Assets 2022: $416,8052022Assets 2023: $435,398Liabilities 2023: $42,583Net Assets 2023: $392,8152023Assets 2024: $424,633Liabilities 2024: $48,787Net Assets 2024: $375,8462024Assets 2025: $438,059Liabilities 2025: $54,300Net Assets 2025: $383,7592025

Highlighted filing

2015

Assets$470,651
Liabilities$16,677
Net Assets$453,974

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $24,4512011Revenue 2012: $35,714Expenses 2012: $23,863Net Income 2012: $11,8512012Expenses 2013: $26,2232013Revenue 2014: $46,609Expenses 2014: $31,203Net Income 2014: $15,4062014Revenue 2015: $37,101Expenses 2015: $32,687Net Income 2015: $4,4142015Revenue 2016: $79,255Expenses 2016: $30,266Net Income 2016: $48,9892016Revenue 2017: $96,460Expenses 2017: $32,772Net Income 2017: $63,6882017Revenue 2018: $31,325Expenses 2018: $53,012Net Income 2018: -$21,6872018Revenue 2019: $9,286Expenses 2019: $48,871Net Income 2019: -$39,5852019Revenue 2020: -$1,288Expenses 2020: $46,771Net Income 2020: -$48,0592020Revenue 2021: $34,812Expenses 2021: $52,600Net Income 2021: -$17,7882021Revenue 2022: $38,882Expenses 2022: $60,914Net Income 2022: -$22,0322022Revenue 2023: $29,821Expenses 2023: $53,728Net Income 2023: -$23,9072023Revenue 2024: $43,707Expenses 2024: $60,589Net Income 2024: -$16,8822024Revenue 2025: $76,655Expenses 2025: $68,740Net Income 2025: $7,9152025

Highlighted filing

2015

Revenue$37,101
Expenses$32,687
Net Income$4,414
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 28, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER A INGLEY CPATrustee-$0--
Filing and Contact Details

Filer

Filer Name
John & Martha Carter Foundation
EIN
59-2712359
Phone
8636767981
Address
PO BOX 990, LAKE WALES, FL 33859-0990

Signing Officer

Name
Roger a Ingley
Title
Trustee
Phone
8636767981
Signed
2015-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
Paul T Swygert
Phone
8636767981
Raw XML AppendixShowing 400 of 812 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PAID TO THE FOUNDATION'S OUTSIDE
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING FIRM FOR PREPARATIO
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2OF FORM 990-PF FOR THE YEAR
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt3ENDED JUNE 30, 2014
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02374
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt42PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt43PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt44PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162014-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172014-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182014-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt422015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt432015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt442015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01753
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14482
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21467
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31063
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41841
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt52096
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6362
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7228
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt81387
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt96875
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt101069
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11582
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt121935
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13581
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14514
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15576
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt161630
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17230
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18359
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19607
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20779
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-1067
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-2310
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-895
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-60
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25672
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2631
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-793
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-1222
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2983
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30-545
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31-2069
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3245
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33-55
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt341002
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt351300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36-740
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt371578
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38351
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39-3600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt40-528
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41-529
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42-524
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt712196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt109329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt118904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt128677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1418104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt168324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1720678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt188505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1911688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt253198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2710810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt303956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt329809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt331446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3415713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt375617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3813974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt395063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4010754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt418915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt434212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt443915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt466929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt486063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt507548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt517768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5213885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt534335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt546685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt555951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt564210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt574031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt586893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt596599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt603816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt623636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt636676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt610034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt714357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1018337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1310816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1415918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1510561

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.38$0.54$3.84$0.77$0.69$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.49$3.76$0.44$0.61$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.43$3.93$0.30$0.54$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.49$4.17$0.39$0.61$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.42$4.39$0.35$0.53$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.36$4.57$0.01$0.47$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.38$5.05$0.09$0.49$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.38$5.45$0.31$0.53$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.16$5.66$0.96$0.33$0.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.17$5.03$0.79$0.30$0.49
2015Detailed filing. Detailed filing data is available for this year.$4.71$0.17$4.54$0.37$0.33$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.65$0.15$4.50$0.47$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.46$0.12$4.35$0.26
2012Summary only. Only limited summary data is available for this year.$4.47$0.10$0.36$0.24$0.12
2011Detailed filing. Detailed filing data is available for this year.$4.37$0.11$4.26$0.24