Civic Intelligence

Advent Episcopal Day School Charitable Endowment Trust

990 • Fiscal year 2020 • EIN 63-0787448

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 08, 2021

2019 Sixth Avenue NorthBirmingham, AL 35203

(205) 252-2535

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-139%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$191,562

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 248.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

50th percentile

5.9%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,167,489

Up $232,536 (+5.9%) from 2019

Net Assets

Up

$4,167,489

Up $232,536 (+5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$77,178

Down $139,740 (-64%) from 2019

Expenses

Up

$184,816

Up $1,507 (+0.8%) from 2019

Net Income

Down

-$107,638

Down $141,247 (-420%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,542,956Liabilities 2010: $0Net Assets 2010: $2,542,9562010Assets 2011: $2,536,742Liabilities 2011: $0Net Assets 2011: $2,536,7422011Assets 2012: $2,544,026Liabilities 2012: $0Net Assets 2012: $2,544,0262012Assets 2013: $2,409,840Liabilities 2013: $0Net Assets 2013: $2,409,8402013Assets 2014: $3,556,507Liabilities 2014: $0Net Assets 2014: $3,556,5072014Assets 2015: $3,461,024Liabilities 2015: $0Net Assets 2015: $3,461,0242015Assets 2016: $3,413,359Liabilities 2016: $0Net Assets 2016: $3,413,3592016Assets 2017: $3,695,750Liabilities 2017: $0Net Assets 2017: $3,695,7502017Assets 2018: $3,399,831Liabilities 2018: $0Net Assets 2018: $3,399,8312018Assets 2019: $3,934,953Liabilities 2019: $0Net Assets 2019: $3,934,9532019Assets 2020: $4,167,489Liabilities 2020: $0Net Assets 2020: $4,167,4892020Assets 2021: $4,635,692Liabilities 2021: $0Net Assets 2021: $4,635,6922021Assets 2022: $3,868,922Liabilities 2022: $0Net Assets 2022: $3,868,9222022Assets 2023: $4,339,582Liabilities 2023: $0Net Assets 2023: $4,339,5822023Assets 2024: $4,660,976Liabilities 2024: $0Net Assets 2024: $4,660,9762024

Highlighted filing

2020

Assets$4,167,489
Liabilities$0
Net Assets$4,167,489

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $110,0002010Expenses 2011: $110,0002011Revenue 2012: $127,284Expenses 2012: $120,000Net Income 2012: $7,2842012Revenue 2013: $65,814Expenses 2013: $200,000Net Income 2013: -$134,1862013Revenue 2014: $48,357Expenses 2014: $121,091Net Income 2014: -$72,7342014Revenue 2015: $91,167Expenses 2015: $171,624Net Income 2015: -$80,4572015Revenue 2016: $110,400Expenses 2016: $245,916Net Income 2016: -$135,5162016Revenue 2017: $139,964Expenses 2017: $178,641Net Income 2017: -$38,6772017Revenue 2018: $120,577Expenses 2018: $182,618Net Income 2018: -$62,0412018Revenue 2019: $216,918Expenses 2019: $183,309Net Income 2019: $33,6092019Revenue 2020: $77,178Expenses 2020: $184,816Net Income 2020: -$107,6382020Revenue 2021: $390,128Expenses 2021: $207,195Net Income 2021: $182,9332021Revenue 2022: $193,615Expenses 2022: $201,962Net Income 2022: -$8,3472022Revenue 2023: $361,654Expenses 2023: $209,388Net Income 2023: $152,2662023Revenue 2024: $148,166Expenses 2024: $182,488Net Income 2024: -$34,3222024

Highlighted filing

2020

Revenue$77,178
Expenses$184,816
Net Income-$107,638
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 8, 2021
Return Version
2020v4.1
Gross Receipts
$1,121,778
Mission and Program Overview

Mission

Endowment for advent episcopal day school

Endowment for advent episcopal day school, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,839,933$3,983,574▲ $143,641
Savings and Temporary Cash Investments$95,020$183,915▲ $88,895
Total Assets$3,934,953$4,167,489▲ $232,536
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,934,953$4,167,489▲ $232,536
Total Net Assets Fund Balance$3,934,953$4,167,489▲ $232,536
Total Liabilities and Net Assets / Fund Balance$3,934,953$4,167,489▲ $232,536

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,934,953$700▲ $416,651$161,000$4,167,202
2019$3,399,831$33,716▲ $684,715$161,265$3,934,953
2018$3,695,750$900▼ $114,201$160,409$3,399,831
2017$3,413,359$3,135▲ $457,897$157,468$3,695,750
2016$3,461,024$3,097▲ $195,154$225,493$3,413,359
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Lauri RogersDirector of FinanceFT$71,163$71,163
Claire VaughnInterim HeadmasterFT$63,368$63,368

Board Members and Trustees

NameTitle
Rev Craig SmalleyChair
Drew LanglohPresident
James a BradfordVice President
Bob WhelanBoard Member
David FlemingBoard Member
Frank McphillipsBoard Member
James WalkerBoard Member
Janice VickersBoard Member
John I KennedyBoard Member
Keith OwensBoard Member
Lee McgriffBoard Member
Mark GignilliatBoard Member
Martha Anne RichBoard Member
Pamela SimpsonBoard Member
Victor HansonBoard Member
James PoolChancellor
Palmer KennedyFormer Headmaster
Emily CurranSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$700
Program Service Revenue
$0
Investment Income
$76,478
Other Revenue
$0
All Other Contributions
$700
Change in Net Assets
$-107,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,816
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$160,713--$160,713
Fees for Service Investment Mgmnt Fees-$22,808-$22,808
Other Expenses-$1,295-$1,295
Total Functional Expenses$160,713$24,103$0$184,816
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
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
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, Part VI, Section B, Line 11B

Prior to issuing the 990, the 990 was distributed to the board of trustees for their review and approval

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

Board members are required to sign a conflict of interest policy disclosing any conflicts of interest that exist. Subsequently, they are required to disclose any conflicts of interest that arise during the year.

Form 990, Part VI, Section C, Line 19

The organization's documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Advent Episcopal Day School Charitable
EIN
63-0787448
Phone
2052522535
Address
2019 SIXTH AVENUE NORTH, BIRMINGHAM, AL 35203

Signing Officer

Name
Lauri Rogers
Title
Director of Finance and Operations
Phone
2052522535
Signed
2021-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauri Rogers
Formed
1980
Legal Domicile
Al
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Borland Benefield Pc
Address
800 SHADES CREEK PKWY STE 875, BIRMINGHAM, AL 35209
Preparer
Jeffrey D Chandler CPA
Phone
2058027212
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

As of december 31, 2020, the organization had no uncertain tax positions that qualify for disclosure in the financial statements. The organization files an annual form 990 with the internal revenue service and its tax returns for the year 2016 and subsequent years remain subject to examination by tax authorities.

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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04167489
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01295
IRS990/OtherExpensesGrp/TotalAmt01295
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0160713
IRS990/PaymentsToAffiliatesGrp/TotalAmt0160713
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURI ROGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033716
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0183202
IRS990/PYOtherExpensesAmt0183309
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033609
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0183309
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0216918
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-107638
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt095020
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0183915
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630505650
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0161000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ADVENT EPISCOPAL DAY SCHOOL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0161000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt024102
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03934953
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0700
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04167202
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0416651
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0161000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt022044
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03399831
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt033716
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03934953
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0684715
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0161265
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt022209
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03695750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03399831
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-114201
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0160409
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021173
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03413359
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03135
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03695750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0457897
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0157468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020423
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03461024
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03097
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03413359
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0225493
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF DECEMBER 31, 2020, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND ITS TAX RETURNS FOR THE YEAR 2016 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0191562
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PALMER KENNEDY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER HEADMASTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0191562
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO ISSUING THE 990, THE 990 WAS DISTRIBUTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY DISCLOSING ANY CONFLICTS OF INTEREST THAT EXIST. SUBSEQUENTLY, THEY ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON 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 C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.00$4.66$0.15$0.18$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.36$0.21$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.19$0.20$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.39$0.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.08$0.18$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.22$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.12$0.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.14$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.11$0.25$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.09$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.05$0.12$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.07$0.20$0.13
2012Summary only. Only limited summary data is available for this year.$2.54$0.00$2.54$0.13$0.12$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.11