Civic Intelligence

Joseph S Bruno Educational Foundation (Formerly Joseph S Bruno Foundation)

990 • Fiscal year 2014 • EIN 63-0816873

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 13, 2015

Organization ProfileWWW.JSBACADEMY.ORG

View Organization Page

5509 Timberhill Road35242

(205) 991-6809

Siviq Scores

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

Liabilities / Assets

40th percentile

0.11x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.61x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

22nd percentile

$40,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

22nd percentile

-3.4%

Faster asset growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

1.9%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$9,662,205

Down $339,655 (-3.4%) from 2013

Net Assets

Down

$8,623,150

Down $512,786 (-5.6%) from 2013

Liabilities

Up

$1,039,055

Up $173,131 (+20%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin9th percentile

Revenue

$1,713,385

No earlier filing loaded for comparison.

Expenses

Up

$2,226,171

Up $125,076 (+6.0%) from 2013

Net Income

-$512,786

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$15M$10M$5.0M$0Assets 2010: $10,494,338Liabilities 2010: $1,051,797Net Assets 2010: $9,442,5412010Assets 2011: $10,647,278Liabilities 2011: $1,160,433Net Assets 2011: $9,486,8452011Assets 2012: $10,253,267Liabilities 2012: $1,065,756Net Assets 2012: $9,187,5112012Assets 2013: $10,001,860Liabilities 2013: $865,924Net Assets 2013: $9,135,9362013Assets 2014: $9,662,205Liabilities 2014: $1,039,055Net Assets 2014: $8,623,1502014Assets 2015: $9,519,373Liabilities 2015: $961,467Net Assets 2015: $8,557,9062015Assets 2016: $8,890,571Liabilities 2016: $941,733Net Assets 2016: $7,948,8382016Assets 2017: $8,834,303Liabilities 2017: $1,509,386Net Assets 2017: $7,324,9172017Assets 2018: $8,288,555Liabilities 2018: $811,367Net Assets 2018: $7,477,1882018Assets 2019: $7,971,675Liabilities 2019: $826,014Net Assets 2019: $7,145,6612019Assets 2020: $7,394,896Liabilities 2020: $854,220Net Assets 2020: $6,540,6762020Assets 2021: $7,016,155Liabilities 2021: $504,592Net Assets 2021: $6,511,5632021Assets 2022: $6,650,560Liabilities 2022: $563,820Net Assets 2022: $6,086,7402022Assets 2023: $7,375,401Liabilities 2023: $662,688Net Assets 2023: $6,712,7132023Assets 2024: $6,888,639Liabilities 2024: $604,691Net Assets 2024: $6,283,9482024Assets 2025: $6,610,829Liabilities 2025: $723,929Net Assets 2025: $5,886,9002025

Highlighted filing

2014

Assets$9,662,205
Liabilities$1,039,055
Net Assets$8,623,150
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,961,6252010Expenses 2011: $2,038,5312011Revenue 2012: $1,649,099Expenses 2012: $1,948,433Net Income 2012: -$299,3342012Expenses 2013: $2,101,0952013Revenue 2014: $1,713,385Expenses 2014: $2,226,171Net Income 2014: -$512,7862014Revenue 2015: $2,038,974Expenses 2015: $2,104,218Net Income 2015: -$65,2442015Revenue 2016: $1,524,891Expenses 2016: $2,133,959Net Income 2016: -$609,0682016Revenue 2017: $1,556,510Expenses 2017: $2,180,431Net Income 2017: -$623,9212017Revenue 2018: $2,140,200Expenses 2018: $2,290,339Net Income 2018: -$150,1392018Revenue 2019: $1,904,606Expenses 2019: $2,236,133Net Income 2019: -$331,5272019Revenue 2020: $1,610,409Expenses 2020: $2,215,394Net Income 2020: -$604,9852020Revenue 2021: $2,001,949Expenses 2021: $2,031,062Net Income 2021: -$29,1132021Revenue 2022: $1,657,439Expenses 2022: $2,082,053Net Income 2022: -$424,6142022Revenue 2023: $2,893,975Expenses 2023: $2,267,848Net Income 2023: $626,1272023Revenue 2024: $1,978,999Expenses 2024: $2,407,764Net Income 2024: -$428,7652024Revenue 2025: $2,353,418Expenses 2025: $2,750,466Net Income 2025: -$397,0482025

Highlighted filing

2014

Revenue$1,713,385
Expenses$2,226,171
Net Income-$512,786
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 13, 2015
Return Version
2013v4.0
Gross Receipts
$1,723,743
Mission and Program Overview

Mission

At bruno montessori academy, we encourage our students to develop independence, responsibility, resourcefulness, and organizational skills while enjoying the total learning experience.

To provide a learning environment for young children

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,135,936$8,623,150▼ $512,786
Investments in Publicly Traded Securities$6,486,354$6,387,801▼ $98,553
Land, Buildings, and Equipment, Net$3,255,898$3,069,682▼ $186,216
Savings and Temporary Cash Investments$234,030$180,080▼ $53,950
Accounts Receivable$16,575$11,480▼ $5,095
Inventories for Sale or Use$5,477$8,079▲ $2,602
Cash and Non-Interest-Bearing Accounts$3,526$5,083▲ $1,557
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,001,860$9,662,205▼ $339,655
Liabilities
Deferred Revenue$481,819$583,924▲ $102,105
Mortgage Notes Payable Secured by Investment Property$382,390$450,369▲ $67,979
Accounts Payable and Accrued Expenses$1,715$4,762▲ $3,047
Total Liabilities$865,924$1,039,055▲ $173,131
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,135,936$8,623,150▼ $512,786
Total Liabilities and Net Assets / Fund Balance$10,001,860$9,662,205▼ $339,655

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,244,306$3,118,498$5,362,804
Equipment$-5,216$934,506$929,290
Land$830,592-$830,592
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Theresa SprainPresidentFT$40,000$40,000

Board Members and Trustees

NameTitle
Jay WatersDirector
Joe LarussaDirector
Kimberly KirklandDirector
Mary Ann CulottaDirector
Robert PalazzoDirector
Robert Sprain JrSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,909
Program Service Revenue
$1,187,893
Investment Income
$439,165
Other Revenue
$22,418
All Other Contributions
$63,909
Change in Net Assets
$-512,786
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,346,902
Other Expenses$879,269
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,167,896$26,883-$1,194,779
Insurance$201,385$22,376-$223,761
Depreciation Depletion$176,830$3,609-$180,439
Occupancy$136,886$2,794-$139,680
Payroll Taxes$99,382$2,601-$101,983
All Other Expenses$65,684$14,412-$80,096
Fees for Service Investment Mgmnt Fees-$42,643-$42,643
Current Officers, Directors, Trustees, and Key Employees$38,000$2,000-$40,000
Interest$23,065$471-$23,536
Other Expenses$19,429$2,159-$21,588
Advertising$19,327$394-$19,721
Fees for Services Accounting-$14,758-$14,758
Conferences and Meetings$13,198--$13,198
Other Employee Benefits$9,881$259-$10,140
Office Expenses$946$8,515-$9,461
Travel$7,023--$7,023
Information Technology$3,148--$3,148
Fees for Services Other$2,698$55-$2,753
Total Functional Expenses$2,081,110$145,061$0$2,226,171
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
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 A, Line 2

“Robert sprain (secretary/treasurer) is a child of theresa sprain (president). Joe larussa (director) is theresa sprain's nephew.”

Form 990, Part VI, Section B, Line 11

“Paid preparer delivers form 990 to the foundation officers for review of accuracy prior to submission to irs.”

Form 990, Part VI, Section C, Line 19

“Organizational governing document & financial statements are available to the public upon request.”

Form 990, Part VII

“Robert sprain, jr. - 41 fairway drive, birmingham, al 35213. Theresa sprain - 4930 windwood cir., birmingham, al 35242. Joe larussa - 2908 central ave ste 100, birmingham, al 35209.”

Filing and Contact Details

Filer

EIN
63-0816873
Phone
2059916809

Signing Officer

Name
Robert Sprain Jr
Title
Secretary/treasurer
Phone
2059916809
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Sprain
Formed
1982
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
2
Employees
43
Volunteers
0

Preparer

Preparer
David Compher
Phone
2059337822
Raw XML AppendixShowing 400 of 421 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/Desc0JOSEPH S. BRUNO MONTESSORI ACADEMY PROVIDES A LEARNING ENVIRONMENT FOR CHILDREN 22 MONTHS OF AGE THROUGH THE EIGHTH GRADE.
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IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc2CAFETERIA REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01030395
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt174369
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt256537
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt326592
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01030395
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt174369
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt256537
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt326592
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt025421
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0608678
IRS990/PYOtherExpensesAmt0891089
IRS990/PYOtherRevenueAmt026071
IRS990/PYProgramServiceRevenueAmt01389350
IRS990/PYRevenuesLessExpensesAmt0-51575
IRS990/PYSalariesCompEmpBnftPaidAmt01210006
IRS990/PYTotalExpensesAmt02101095
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02049520
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-512786
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt022418
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01187894
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09135936
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08623150
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0234030
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0180080
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02244306
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03118498
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05362804
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-5216
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0934506
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0929290
IRS990ScheduleD/LandGrp/BookValueAmt0830592
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0830592
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03069682
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY IS PUBLICIZED ON THE WEBSITE DURING SOLICITATION /REGISTRATION PERIOD IN ACCORDANCE WITH REVENUE PROCEDURE 75-50 SECTION 4.03.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROBERT SPRAIN (SECRETARY/TREASURER) IS A CHILD OF THERESA SPRAIN (PRESIDENT). JOE LARUSSA (DIRECTOR) IS THERESA SPRAIN'S NEPHEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAID PREPARER DELIVERS FORM 990 TO THE FOUNDATION OFFICERS FOR REVIEW OF ACCURACY PRIOR TO SUBMISSION TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATIONAL GOVERNING DOCUMENT & FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROBERT SPRAIN, JR. - 41 FAIRWAY DRIVE, BIRMINGHAM, AL 35213. THERESA SPRAIN - 4930 WINDWOOD CIR., BIRMINGHAM, AL 35242. JOE LARUSSA - 2908 CENTRAL AVE STE 100, BIRMINGHAM, AL 35209.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010001860
IRS990/TotalAssetsEOYAmt09662205
IRS990/TotalAssetsGrp/BOYAmt010001860
IRS990/TotalAssetsGrp/EOYAmt09662205
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt063909
IRS990/TotalEmployeeCnt043
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0145061
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02081110
IRS990/TotalFunctionalExpensesGrp/TotalAmt02226171
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0865924
IRS990/TotalLiabilitiesEOYAmt01039055
IRS990/TotalLiabilitiesGrp/BOYAmt0865924
IRS990/TotalLiabilitiesGrp/EOYAmt01039055
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09135936
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08623150
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02081110
IRS990/TotalProgramServiceRevenueAmt01187893
IRS990/TotalReportableCompFromOrgAmt040000
IRS990/TotalRevenueGrp/ExclusionAmt0461583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01187893
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01713385
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010001860
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09662205
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07023
IRS990/TravelGrp/TotalAmt07023
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105509 TIMBERHILL ROAD
IRS990/USAddress/City0BIRMINGHAM
IRS990/USAddress/State0AL
IRS990/USAddress/ZIPCode035242
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.JSBACADEMY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SPRAIN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02059916809
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10JOSEPH S BRUNO EDUCATIONAL FOUNDATION

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,662,205
Liabilities
$1,039,055
Net assets
$8,623,150
Revenue
$1,713,385
Expenses
$2,226,171
Net income
-$512,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.61$0.72$5.89$2.35$2.75$0.40
2024Detailed filing. Detailed filing data is available for this year.$6.89$0.60$6.28$1.98$2.41$0.43
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.66$6.71$2.89$2.27$0.63
2022Detailed filing. Detailed filing data is available for this year.$6.65$0.56$6.09$1.66$2.08$0.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$0.50$6.51$2.00$2.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.85$6.54$1.61$2.22$0.60
2019Detailed filing. Detailed filing data is available for this year.$7.97$0.83$7.15$1.90$2.24$0.33
2018Detailed filing. Detailed filing data is available for this year.$8.29$0.81$7.48$2.14$2.29$0.15
2017Detailed filing. Detailed filing data is available for this year.$8.83$1.51$7.32$1.56$2.18$0.62
2016Detailed filing. Detailed filing data is available for this year.$8.89$0.94$7.95$1.52$2.13$0.61
2015Detailed filing. Detailed filing data is available for this year.$9.52$0.96$8.56$2.04$2.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$9.66$1.04$8.62$1.71$2.23$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.87$9.14$2.10
2012Summary only. Only limited summary data is available for this year.$10.3$1.07$9.19$1.65$1.95$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$1.16$9.49$2.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$1.05$9.44$1.96