Civic Intelligence

Matousek Charitable Trust

990PF • Fiscal year 2015 • EIN 73-6237345

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

BMO Harris Bank NA PO BOX 2977Milwaukee, WI 53201

(414) 287-7142

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

8th percentile

-81%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

77th percentile

$1,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 69.2% of source-year revenue.

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

Asset Growth

37th percentile

-3.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

7th percentile

-64%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Down

$46,450

Down $1,752 (-3.6%) from 2014

Net Assets

Down

$46,450

Down $1,752 (-3.6%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue

Down

$2,169

Down $3,911 (-64%) from 2014

Expenses

Up

$3,923

Up $309 (+8.6%) from 2014

Net Income

Down

-$1,754

Down $4,220 (-171%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $44,239Liabilities 2010: $0Net Assets 2010: $44,2392010Assets 2011: $43,263Liabilities 2011: $02011Assets 2012: $42,272Liabilities 2012: $0Net Assets 2012: $42,2722012Assets 2013: $45,755Liabilities 2013: $1Net Assets 2013: $45,7552013Assets 2014: $48,202Liabilities 2014: $1Net Assets 2014: $48,2022014Assets 2015: $46,450Liabilities 2015: $1Net Assets 2015: $46,4502015Assets 2016: $45,470Liabilities 2016: $0Net Assets 2016: $45,4702016Assets 2017: $42,385Liabilities 2017: $0Net Assets 2017: $42,3852017Assets 2018: $41,653Liabilities 2018: $0Net Assets 2018: $41,6532018Assets 2019: $40,997Liabilities 2019: $1Net Assets 2019: $40,9972019Assets 2020: $38,555Liabilities 2020: $1Net Assets 2020: $38,5552020Assets 2021: $38,994Liabilities 2021: $1Net Assets 2021: $38,9942021Assets 2022: $36,285Liabilities 2022: $1Net Assets 2022: $36,2852022Assets 2023: $33,646Liabilities 2023: $1Net Assets 2023: $33,6462023Assets 2024: $31,362Liabilities 2024: $0Net Assets 2024: $31,3622024

Highlighted filing

2015

Assets$46,450
Liabilities$1
Net Assets$46,450

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2010: $3,4682010Revenue 2011: $2,588Expenses 2011: $3,445Net Income 2011: -$8572011Expenses 2012: $2,9822012Revenue 2013: $6,454Expenses 2013: $2,972Net Income 2013: $3,4822013Revenue 2014: $6,080Expenses 2014: $3,614Net Income 2014: $2,4662014Revenue 2015: $2,169Expenses 2015: $3,923Net Income 2015: -$1,7542015Revenue 2016: $1,151Expenses 2016: $2,115Net Income 2016: -$9642016Revenue 2017: $2,334Expenses 2017: $5,419Net Income 2017: -$3,0852017Revenue 2018: $2,412Expenses 2018: $3,111Net Income 2018: -$6992018Revenue 2019: $2,208Expenses 2019: $4,272Net Income 2019: -$2,0642019Revenue 2020: $2,548Expenses 2020: $3,614Net Income 2020: -$1,0662020Revenue 2021: $3,396Expenses 2021: $2,963Net Income 2021: $4332021Revenue 2022: $1,109Expenses 2022: $3,674Net Income 2022: -$2,5652022Revenue 2023: $834Expenses 2023: $3,320Net Income 2023: -$2,4862023Revenue 2024: $1,666Expenses 2024: $3,918Net Income 2024: -$2,2522024

Highlighted filing

2015

Revenue$2,169
Expenses$3,923
Net Income-$1,754
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$1,500-$1,500
ERNEST MATOUSEKTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Matousek Charitable Trust
EIN
73-6237345
Phone
4142877142
Address
BMO Harris Bank NA PO BOX 2977, MILWAUKEE, WI 53201

Signing Officer

Name
Laura E Vogel
Title
A.v.p
Phone
4142877142
Signed
2016-05-02

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Laura Vogel CPA
Phone
4148153956
Raw XML Appendix363 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0See attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1See Attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Long-term Capital Gain Dividend
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm080.383 BMO LOW VOLATILITY EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173.860 BMO LGM EMERGING MARKETS EQUITY FD #754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2113.445 BMO PYRFORD INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm348.733 BMO SMALL CAP VALUE FUND CL #1038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm485.191 BMO DIVIDEND INCOME FUND CL #1040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm546.376 BMO SMALL-CAP GROWTH fUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm660.574 BMO MID-CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm743.675 BMO MID-CAP FUND #963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm839.965 DODGE & COX INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96.092 DODGE & COX STOCK FUND #145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1025.124 HARBOR INTERNATIONAL FUND #2011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1124.565 HARBOR CAPITAL APPRECIATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1229.652 MFS INTERNATIONAL VALUE FUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short Term Capital Gains see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long-Term Capital Gains see Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long-term capital gain Divindends
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ERNEST MATOUSEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11174 N MITCHELL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HENNESSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd173742
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.033374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.029219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.030673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.016172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt045934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt049241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt048222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt047469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt047825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt047058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.166870
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02361
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02368
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt07
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02368
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2977
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878845
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH ROMAN CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 N CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HENNESSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073742
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01768
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0600
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01768
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02290
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02368
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01768
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Accrual adjutment
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/Amt19
TaxesSchedule/TaxesDetail/CategoryTxt02014 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA E VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0A.V.P
ReturnHeader/BusinessOfficerGrp/PhoneNum04142877142
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATOUSEK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MATO
ReturnHeader/Filer/EIN0736237345
ReturnHeader/Filer/PhoneNum04142877142
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO Harris Bank NA PO BOX 2977
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153956
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA VOGEL CPA
ReturnHeader/ReturnTs02016-05-02T12:00:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$1.67$3.92$2.25
2023Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$0.83$3.32$2.49
2022Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.11$3.67$2.57
2021Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$3.40$2.96$0.43
2020Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$2.55$3.61$1.07
2019Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$2.21$4.27$2.06
2018Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$2.41$3.11$0.70
2017Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$2.33$5.42$3.09
2016Detailed filing. Detailed filing data is available for this year.$45.5$0.00$45.5$1.15$2.12$0.96
2015Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$2.17$3.92$1.75
2014Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$6.08$3.61$2.47
2013Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$6.45$2.97$3.48
2012Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$2.98
2011Summary only. Only limited summary data is available for this year.$43.3$0.00$2.59$3.45$0.86
2010Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$3.47