Civic Intelligence

The Cavalla Historical Foundation

990 • Fiscal year 2014 • EIN 76-0617618

Oct 01, 2013 to Sep 30, 2014 • Filed on May 12, 2015

Organization ProfileCAVALLA.ORG
601 Tremont77550

(214) 749-3109

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

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

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

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

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

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

Asset Growth

30th percentile

-1.7%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

4th percentile

-50%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$5,487,238

Down $96,115 (-1.7%) from 2013

Net Assets

Down

$5,486,699

Down $92,126 (-1.7%) from 2013

Liabilities

Down

$539

Down $3,989 (-88%) from 2013

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin4th percentile

Revenue

Down

$139,944

Down $138,519 (-50%) from 2013

Expenses

Down

$232,070

Down $10,714 (-4.4%) from 2013

Net Income

Down

-$92,126

Down $127,805 (-358%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,428,523Liabilities 2011: $2,245Net Assets 2011: $5,426,2782011Assets 2012: $5,546,594Liabilities 2012: $4,277Net Assets 2012: $5,542,3172012Assets 2013: $5,583,353Liabilities 2013: $4,528Net Assets 2013: $5,578,8252013Assets 2014: $5,487,238Liabilities 2014: $539Net Assets 2014: $5,486,6992014Assets 2015: $5,484,591Liabilities 2015: $4,040Net Assets 2015: $5,480,5512015Assets 2016: $5,411,153Liabilities 2016: $0Net Assets 2016: $5,411,1532016Assets 2017: $5,385,406Liabilities 2017: $0Net Assets 2017: $5,385,4062017Assets 2018: $5,375,290Liabilities 2018: $0Net Assets 2018: $5,375,2902018Assets 2019: $5,413,766Liabilities 2019: $0Net Assets 2019: $5,413,7662019Assets 2020: $5,406,990Liabilities 2020: $165,409Net Assets 2020: $5,241,5812020Assets 2021: $5,524,930Liabilities 2021: $62,922Net Assets 2021: $5,462,0082021Assets 2022: $5,937,538Liabilities 2022: $364,840Net Assets 2022: $5,572,6982022Assets 2023: $5,688,585Liabilities 2023: $194,062Net Assets 2023: $5,494,5232023Assets 2024: $5,704,916Liabilities 2024: $133,544Net Assets 2024: $5,571,3722024

Highlighted filing

2014

Assets$5,487,238
Liabilities$539
Net Assets$5,486,699
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $126,874Expenses 2011: $168,948Net Income 2011: -$42,0742011Revenue 2012: $152,751Expenses 2012: $166,387Net Income 2012: -$13,6362012Revenue 2013: $278,463Expenses 2013: $242,784Net Income 2013: $35,6792013Revenue 2014: $139,944Expenses 2014: $232,070Net Income 2014: -$92,1262014Revenue 2015: $144,760Expenses 2015: $150,907Net Income 2015: -$6,1472015Revenue 2016: $150,594Expenses 2016: $184,783Net Income 2016: -$34,1892016Revenue 2017: $256,306Expenses 2017: $273,987Net Income 2017: -$17,6812017Revenue 2018: $240,301Expenses 2018: $263,558Net Income 2018: -$23,2572018Revenue 2019: $297,712Expenses 2019: $250,421Net Income 2019: $47,2912019Revenue 2020: $147,803Expenses 2020: $294,430Net Income 2020: -$146,6272020Revenue 2021: $660,302Expenses 2021: $439,875Net Income 2021: $220,4272021Revenue 2022: $827,130Expenses 2022: $724,636Net Income 2022: $102,4942022Revenue 2023: $121,749Expenses 2023: $163,974Net Income 2023: -$42,2252023Revenue 2024: $896,181Expenses 2024: $816,213Net Income 2024: $79,9682024

Highlighted filing

2014

Revenue$139,944
Expenses$232,070
Net Income-$92,126
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$148,779
Mission and Program Overview

Mission

The mission of the cavalla historical foundation is to provide a unique historical, educational and patriotic experience to underwater warfare. We are committed to preserving our nation's ships and promoting the legacy of those who served aboard submarines and anti-submarine vessels.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$292,146$242,390▼ $49,756
Accounts Receivable$34,180$35,083▲ $903
Cash and Non-Interest-Bearing Accounts$69,601$28,249▼ $41,352
Inventories for Sale or Use$14,812$14,812→ $0
Land, Buildings, and Equipment, Net$15,978$10,068▼ $5,910
Total Assets$5,583,353$5,487,238▼ $96,115
Other Assets Total$5,156,636$5,156,636→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,528$539▼ $3,989
Total Liabilities$4,528$539▼ $3,989
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,156,636$5,156,636→ $0
Unrestricted Net Assets$418,685$319,051▼ $99,634
Temporarily Rstr Net Assets$3,504$11,012▲ $7,508
Total Net Assets Fund Balance$5,578,825$5,486,699▼ $92,126
Total Liabilities and Net Assets / Fund Balance$5,583,353$5,487,238▼ $96,115

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,853$45,044$52,897
Other Land Buildings$2,215$21,433$23,648
Other Assets Org$2,103,000--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Greg HarrisonChairman
Jim AndrewsPresident
Arthur VegaDirector
Bill WellsDirector
Bradford GulickDirector
Chris OgleDirector
J R ShawDirector
Karl HoffmanDirector
Mac ChristyCurator
Dr Craig BrownPbt Represen
Bob ThompsonSecretary
Robert WakefieldTreasurer
Karl BollmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$38,028
Program Service Revenue
$104,630
Investment Income
$263
Other Revenue
$-2,977
All Other Contributions
$38,028
Change in Net Assets
$-92,126

Audited Revenue Reconciliation

Revenue per Audited Statements
$139,944
Total Revenue per Audited Statements
$139,944
Total Revenue per Form 990
$139,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$149,531
Other Expenses$82,539
Total Fundraising Expense$1,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$105,487$26,371-$131,858
Advertising$35,557--$35,557
Payroll Taxes$10,243$2,561-$12,804
Fees for Services Accounting$4,268$4,267-$8,535
Depreciation Depletion$5,908--$5,908
Pension Plan Contributions$3,895$974-$4,869
Office Expenses-$3,584-$3,584
Insurance$2,286--$2,286
Conferences and Meetings$2,038--$2,038
Information Technology-$1,208-$1,208
Other Expenses$623$1,895$1,130$623
Interest-$238-$238
Occupancy$225--$225
All Other Expenses-$135-$135
Total Functional Expenses$189,707$41,233$1,130$232,070

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$232,070
Total Expenses per Audited Statements$232,070
Total Expenses per Form 990$232,070
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
Yes
Audit committee
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 was supplied to the board of directors prior to filing for their review.”

Form 990, Page 6, Part VI, Line 19

“The form 990 for each year is available upon request.”

Filing and Contact Details

Filer

EIN
76-0617618
Phone
2147493109

Signing Officer

Name
Robert Wakefield
Title
Executive Director
Phone
2147493109
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Wakefield
Formed
1999
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
9
Volunteers
20

Preparer

Preparer
William C Ansell CPA
Phone
4097659311
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the cavalla historical foundation is to provide a unique historical, educational and patriotic experience to underwater warfare. We are committed to preserving our nation's ships and promoting the legacy of those who served aboard submarines and anti-submarine vessels.”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Part iii line 4 - the foundation maintains historically significant artifacts that are part of the two vessels and enhance the visiting public experience. Examples of artifacts are conning tower periscope, radio equipment, sail, hedge hog and guns.”

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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/OtherRevenueMiscGrp/TotalRevenueColumnAmt0423
IRS990/OtherRevenueTotalAmt0423
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026371
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0105487
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131858
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02561
IRS990/PayrollTaxesGrp/ProgramServicesAmt010243
IRS990/PayrollTaxesGrp/TotalAmt012804
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0974
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03895
IRS990/PensionPlanContributionsGrp/TotalAmt04869
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05156636
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05156636
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT WAKEFIELD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GATE RECEIPTS
IRS990/ProgramServiceRevenueGrp/Desc1SLEEPOVER PROJECT
IRS990/ProgramServiceRevenueGrp/Desc2ARTS & HISTORICAL FUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt083632
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113490
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt083632
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27508
IRS990/ProgSrvcAccomActy2Grp/Desc0THE OVERNIGHT PROGRAM ALLOWS YOUTH GROUPS TO LEARN ABOUT THE USS CAVALLA AND THE STEWART THROUGH AN OVERNIGHT LEARNING EXPERIENCE.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt013490
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0141692
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01906
IRS990/PYOtherExpensesAmt0115985
IRS990/PYOtherRevenueAmt019705
IRS990/PYProgramServiceRevenueAmt0115160
IRS990/PYRevenuesLessExpensesAmt035679
IRS990/PYSalariesCompEmpBnftPaidAmt0126799
IRS990/PYTotalExpensesAmt0242784
IRS990/PYTotalRevenueAmt0278463
IRS990/ReconcilationRevenueExpnssAmt0-92126
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt083632
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0292146
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0242390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0141692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0310148
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0896
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03115
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05255
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011171
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0105316
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96520
IRS990ScheduleA/PublicSupportPY170Pct00.93510
IRS990ScheduleA/PublicSupportTotal170Amt0310148
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0141692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt041295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041542
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0310148
IRS990ScheduleA/TotalSupportAmt0321319
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt02103000
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt07853
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045044
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt052897
IRS990ScheduleD/ExpensesSubtotalAmt0232070
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03053636
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12103000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LONG-TERM ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1COLLECTIONS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02215
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021433
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt023648
IRS990ScheduleD/RevenueSubtotalAmt0139944
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART III LINE 4 - THE FOUNDATION MAINTAINS HISTORICALLY SIGNIFICANT ARTIFACTS THAT ARE PART OF THE TWO VESSELS AND ENHANCE THE VISITING PUBLIC EXPERIENCE. EXAMPLES OF ARTIFACTS ARE CONNING TOWER PERISCOPE, RADIO EQUIPMENT, SAIL, HEDGE HOG AND GUNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010068
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05156636
IRS990ScheduleD/TotalExpensesPerForm990Amt0232070
IRS990ScheduleD/TotalRevenuePerForm990Amt0139944
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0139944
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0232070
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE CAVALLA HISTORICAL FOUNDATION IS TO PROVIDE A UNIQUE HISTORICAL, EDUCATIONAL AND PATRIOTIC EXPERIENCE TO UNDERWATER WARFARE. WE ARE COMMITTED TO PRESERVING OUR NATION'S SHIPS AND PROMOTING THE LEGACY OF THOSE WHO SERVED ABOARD SUBMARINES AND ANTI-SUBMARINE VESSELS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS SUPPLIED TO THE BOARD OF DIRECTORS PRIOR TO FILING FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 FOR EACH YEAR IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03504
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt011012
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05583353
IRS990/TotalAssetsEOYAmt05487238
IRS990/TotalAssetsGrp/BOYAmt05583353
IRS990/TotalAssetsGrp/EOYAmt05487238
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt038028
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01130
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041233
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189707
IRS990/TotalFunctionalExpensesGrp/TotalAmt0232070
IRS990/TotalGrossUBIAmt0-3400
IRS990/TotalLiabilitiesBOYAmt04528
IRS990/TotalLiabilitiesEOYAmt0539
IRS990/TotalLiabilitiesGrp/BOYAmt04528
IRS990/TotalLiabilitiesGrp/EOYAmt0539
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05578825
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05486699
IRS990/TotalProgramServiceExpensesAmt0189707
IRS990/TotalProgramServiceRevenueAmt0104630
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105316
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139944
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-3400
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05583353
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05487238
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0418685
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0319051
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10601 TREMONT
IRS990/USAddress/City0GALVESTON
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode077550
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0CAVALLA.ORG
IRS990/WhistleblowerPolicyInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,487,238
Liabilities
$539
Net assets
$5,486,699
Revenue
$139,944
Expenses
$232,070
Net income
-$92,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.70$0.13$5.57$0.90$0.82$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.69$0.19$5.49$0.12$0.16$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.36$5.57$0.83$0.72$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.06$5.46$0.66$0.44$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.41$0.17$5.24$0.15$0.29$0.15
2019Summary only. Only limited summary data is available for this year.$5.41$0.00$5.41$0.30$0.25$0.05
2018Summary only. Only limited summary data is available for this year.$5.38$0.00$5.38$0.24$0.26$0.02
2017Summary only. Only limited summary data is available for this year.$5.39$0.00$5.39$0.26$0.27$0.02
2016Summary only. Only limited summary data is available for this year.$5.41$0.00$5.41$0.15$0.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.14$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.14$0.23$0.09
2013Summary only. Only limited summary data is available for this year.$5.58$0.00$5.58$0.28$0.24$0.04
2012Summary only. Only limited summary data is available for this year.$5.55$0.00$5.54$0.15$0.17$0.01
2011Summary only. Only limited summary data is available for this year.$5.43$0.00$5.43$0.13$0.17$0.04