Civic Intelligence

Monte Cassino Charitable Trust

990 • Fiscal year 2024 • EIN 73-1041056

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

Organization Profile
2206 S Lewis AveTulsa, OK 74114-3117

(918) 742-3364

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

100th percentile

1336%

Higher net margin than 100% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$193,960

Higher top officer pay than 72% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

55th percentile

6.5%

Faster asset growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$9,503,299

Up $582,027 (+6.5%) from 2023

Net Assets

Up

$9,503,299

Up $582,027 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$28,736

Down $395,981 (-108%) from 2023

Expenses

Up

$355,301

Up $350,293 (+6995%) from 2023

Net Income

Down

-$384,037

Down $746,274 (-206%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$10M$5.0M$0Assets 2011: $1,389,272Liabilities 2011: $0Net Assets 2011: $1,389,2722011Assets 2012: $1,400,322Liabilities 2012: $0Net Assets 2012: $1,400,3222012Assets 2013: $1,381,573Liabilities 2013: $0Net Assets 2013: $1,381,5732013Assets 2014: $6,723,983Liabilities 2014: $0Net Assets 2014: $6,723,9832014Assets 2015: $6,861,758Liabilities 2015: $0Net Assets 2015: $6,861,7582015Assets 2016: $6,771,620Liabilities 2016: $0Net Assets 2016: $6,771,6202016Assets 2017: $7,354,101Liabilities 2017: $0Net Assets 2017: $7,354,1012017Assets 2018: $8,070,013Liabilities 2018: $0Net Assets 2018: $8,070,0132018Assets 2019: $8,266,328Liabilities 2019: $0Net Assets 2019: $8,266,3282019Assets 2020: $8,132,987Liabilities 2020: $0Net Assets 2020: $8,132,9872020Assets 2021: $9,856,519Liabilities 2021: $0Net Assets 2021: $9,856,5192021Assets 2022: $8,246,875Liabilities 2022: $0Net Assets 2022: $8,246,8752022Assets 2023: $8,921,272Liabilities 2023: $0Net Assets 2023: $8,921,2722023Assets 2024: $9,503,299Liabilities 2024: $0Net Assets 2024: $9,503,2992024

Highlighted filing

2024

Assets$9,503,299
Liabilities$0
Net Assets$9,503,299
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $17,713Expenses 2011: $22,785Net Income 2011: -$5,0722011Revenue 2012: $17,861Expenses 2012: $6,811Net Income 2012: $11,0502012Revenue 2013: $9,207Expenses 2013: $27,956Net Income 2013: -$18,7492013Revenue 2014: $43,122Expenses 2014: $124,008Net Income 2014: -$80,8862014Revenue 2015: $212,614Expenses 2015: $296,903Net Income 2015: -$84,2892015Revenue 2016: $286,849Expenses 2016: $274,008Net Income 2016: $12,8412016Revenue 2017: $223,918Expenses 2017: $299,227Net Income 2017: -$75,3092017Revenue 2018: $891,994Expenses 2018: $19,592Net Income 2018: $872,4022018Revenue 2019: $252,642Expenses 2019: $303,216Net Income 2019: -$50,5742019Revenue 2020: $274,994Expenses 2020: $300,967Net Income 2020: -$25,9732020Revenue 2021: $407,862Expenses 2021: $304,988Net Income 2021: $102,8742021Revenue 2022: $370,949Expenses 2022: $325,737Net Income 2022: $45,2122022Revenue 2023: $367,245Expenses 2023: $5,008Net Income 2023: $362,2372023Revenue 2024: -$28,736Expenses 2024: $355,301Net Income 2024: -$384,0372024

Highlighted filing

2024

Revenue-$28,736
Expenses$355,301
Net Income-$384,037
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,361,056
Mission and Program Overview

Mission

To benefit Monte Cassino School, Inc by providing a source of funds, both operating and endowment, to benefit Monte Cassino School, Inc., in Tulsa, Oklahoma.

To benefit Monte Cassino School, Inc. by providing a source of funds for operations and endowment, to benefit Monte Cassino School, Inc. in Tulsa, Oklahoma

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,921,272$9,503,299▲ $582,027
Total Assets$8,921,272$9,503,299▲ $582,027
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,119,088$7,583,891▲ $464,803
Net Assets With Donor Restrictions$1,802,184$1,919,408▲ $117,224
Total Net Assets Fund Balance$8,921,272$9,503,299▲ $582,027
Total Liabilities and Net Assets / Fund Balance$8,921,272$9,503,299▲ $582,027

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$8,921,272-▲ $232,027-$9,503,299
2022$8,246,875-▲ $674,397-$8,921,272
2021$9,856,519-▼ $1,289,644-$8,246,875
2020$8,132,987$0▲ $2,023,532-$9,856,519
2019$8,266,328$0▲ $161,659-$8,132,987
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleOtherTotal
Chris BurkeEx-Officio Trustee$193,960$193,960
Chris BurkeEX Officio Trustee, Head of School, Monte Cassino$193,960$193,960
Tracie KutmasEx-Officio Trustee$144,205$144,205
Tracie KutmasEx Officio Truste, Director of Finance & Operations$144,205$144,205

Board Members and Trustees

NameTitle
Larry RooneyTrustee
Sister Christine Ereiser OSBTrustee
Sister Marie Therese Long OSBTrustee
Steve AustinTrustee
Trey KarlovichTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-28,736
Other Revenue
$0
Change in Net Assets
$-384,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$350,000
Other Expenses$5,301
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$350,000--$350,000
Fees for Service Investment Mgmnt Fees-$5,301-$5,301
Total Functional Expenses$350,000$5,301$0$355,301
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Monte Cassino School IncTulsa, OK501(c)3provide scholarships & capital projects$350,000
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
Audit committee
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 19

“Form 990, Part VI, Section A, Line 8a: The governing body holds two annual investment reviews. Form 990, Part VI, Section A, Line 8b: Only the governing body has authority to act; the organization has no committees. Form 990, Part VI, Section B, Line 11b: The CPA firm employed by the School for its annual financial statement audit reviews the Form 990 before filing. Form 990, Part VI, Section C, Line 19: The organization will make its Form 990 and other governing documents available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Monte Cassino Charitable Trust
EIN
73-1041056
Phone
9187423364
Address
2206 S LEWIS AVE, TULSA, OK 74114-3117

Signing Officer

Name
Sister Marie Therese Long OSB
Title
President
Phone
9187423364
Signed
2025-05-14

Organization Details

Principal Officer
Sister Marie Therese Long
Formed
1978
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“art V, Line 4, Endowment Funds- The Monte Cassino Charitable Trust holds endowment funds for Monte Cassino School, Inc. The School is the sole beneficiary of the income from endowment funds held by the Trust. The Trust agreement provides that, not less than annually, (1) apply the income to offset the operating deficit (if any) experienced by the School, (2) reinvest the excess income in principle to increase the Trust Fund, (3) contribute income to the scholarship fund for students attending the School, (4) contribute to special projects or capital improvements for the School, or (5) a combination of the above.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trust document authorizes the Board of Directors at Monte Cassino School, Inc (73-1000796), supported organization, to appoint the Board of Trustees of Monte Cassino Charitable Trust (73-1041056). The document states that the President of the School, Treasurer of the School, President of the Board of Directors of the School, Chair of the Finance Committee of the Board of Directors of the School, and At Large appointment of the President of the School, shall serve as voting Trustees of the Monte Cassino Charitable Trust. The Trust document further appoints the Head of School and Director of Finance and Operations to serve as non-voting Trustees. These persons do not constitute a majority of the Board of Directors of Monte Cassino School, Inc. However, each hold key offices with respect to School governance.
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0320000
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.20200
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0art V, Line 4, Endowment Funds- The Monte Cassino Charitable Trust holds endowment funds for Monte Cassino School, Inc. The School is the sole beneficiary of the income from endowment funds held by the Trust. The Trust agreement provides that, not less than annually, (1) apply the income to offset the operating deficit (if any) experienced by the School, (2) reinvest the excess income in principle to increase the Trust Fund, (3) contribute income to the scholarship fund for students attending the School, (4) contribute to special projects or capital improvements for the School, or (5) a combination of the above.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0350000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0provide scholarships & capital projects
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Monte Cassino School Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0731000796
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02206 S Lewis Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tulsa
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074114
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Funds provided to the School are dispensed under the School's direction. The President of the School, Treasurer of the School, President of the Board of of the School, Chair of the Finance Committee of the School, Head of School, and Director of Finance and Operations of the School monitor the distribution of funds and confirm scholarship proceeds are distributed as expected and that capital improvement projects and other uses of funds are properly vetted.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0175217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount1125663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0766
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt1565
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt117977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Chris Burke
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Tracie Kutmas
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX Officio Trustee, Head of School, Monte Cassino
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Ex Officio Truste, Director of Finance & Operations
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0193960
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1144205
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part VI, Section A, Line 8a: The governing body holds two annual investment reviews. Form 990, Part VI, Section A, Line 8b: Only the governing body has authority to act; the organization has no committees. Form 990, Part VI, Section B, Line 11b: The CPA firm employed by the School for its annual financial statement audit reviews the Form 990 before filing. Form 990, Part VI, Section C, Line 19: The organization will make its Form 990 and other governing documents available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Monte Cassino School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731000796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02206 S Lewis Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Tulsa
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0350000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Monte Cassino School Inc 73-1000796
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08921272
IRS990/TotalAssetsEOYAmt09503299
IRS990/TotalAssetsGrp/BOYAmt08921272
IRS990/TotalAssetsGrp/EOYAmt09503299
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05301
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0350000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0355301
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09503299
IRS990/TotalOtherCompensationAmt037285
IRS990/TotalProgramServiceExpensesAmt0350000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-28736
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-28736
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08921272
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09503299
IRS990/TotReportableCompRltdOrgAmt0300880
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02206 S Lewis Ave
IRS990/USAddress/CityNm0Tulsa
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074114
IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sister Marie Therese Long OSB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09187423364
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTE CASSINO CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,503,299
Liabilities
$0
Net assets
$9,503,299
Revenue
-$28,736
Expenses
$355,301
Net income
-$384,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.03$0.36$0.38
2023Summary only. Only limited summary data is available for this year.$8.92$0.00$8.92$0.37$0.01$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.25$0.00$8.25$0.37$0.33$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$0.00$9.86$0.41$0.30$0.10
2020Summary only. Only limited summary data is available for this year.$8.13$0.00$8.13$0.27$0.30$0.03
2019Summary only. Only limited summary data is available for this year.$8.27$0.00$8.27$0.25$0.30$0.05
2018Summary only. Only limited summary data is available for this year.$8.07$0.00$8.07$0.89$0.02$0.87
2017Summary only. Only limited summary data is available for this year.$7.35$0.00$7.35$0.22$0.30$0.08
2016Summary only. Only limited summary data is available for this year.$6.77$0.00$6.77$0.29$0.27$0.01
2015Summary only. Only limited summary data is available for this year.$6.86$0.00$6.86$0.21$0.30$0.08
2014Summary only. Only limited summary data is available for this year.$6.72$0.00$6.72$0.04$0.12$0.08
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.01$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.02$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.02$0.02$0.01
Peer Organizations

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