Civic Intelligence

Lee Family Foundation

990PF • Fiscal year 2015 • EIN 77-0471749

Dec 01, 2014 to Nov 30, 2015 • Filed on Mar 17, 2016

21821 Woodbury DriveCupertino, CA 95014

(408) 252-5307

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

100th percentile

296%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Annualized from 2014 to 2015

Assets

Down

$349,002

Down $108,121 (-24%) from 2014

Net Assets

Down

$345,752

Down $58,371 (-14%) from 2014

Liabilities

Down

$3,250

Down $49,750 (-94%) from 2014

Revenue

Down

-$19,687

Down $101,658 (-124%) from 2014

Expenses

Down

$38,684

Down $19,958 (-34%) from 2014

Net Income

Down

-$58,371

Down $81,700 (-350%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $562,423Liabilities 2010: $0Net Assets 2010: $562,4232010Assets 2011: $477,481Liabilities 2011: $40,750Net Assets 2011: $436,7312011Assets 2012: $438,222Liabilities 2012: $37,000Net Assets 2012: $401,2222012Assets 2013: $426,794Liabilities 2013: $46,0002013Assets 2014: $457,123Liabilities 2014: $53,000Net Assets 2014: $404,1232014Assets 2015: $349,002Liabilities 2015: $3,250Net Assets 2015: $345,7522015Assets 2016: $327,708Liabilities 2016: $21,500Net Assets 2016: $306,2082016Assets 2017: $330,266Liabilities 2017: $45,082Net Assets 2017: $285,1842017Assets 2018: $284,435Liabilities 2018: $0Net Assets 2018: $284,4352018Assets 2019: $287,052Liabilities 2019: $0Net Assets 2019: $287,0522019Assets 2020: $260,418Liabilities 2020: $33,697Net Assets 2020: $226,7212020Assets 2021: $260,418Liabilities 2021: $32,476Net Assets 2021: $227,9422021Assets 2022: $260,418Liabilities 2022: $101,734Net Assets 2022: $158,6842022Assets 2023: $260,418Liabilities 2023: $128,556Net Assets 2023: $131,8622023Assets 2024: $260,418Liabilities 2024: $183,458Net Assets 2024: $76,9602024

Highlighted filing

2015

Assets$349,002
Liabilities$3,250
Net Assets$345,752

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $54,8142010Expenses 2011: $44,5042011Expenses 2012: $41,5752012Revenue 2013: $43,588Expenses 2013: $64,016Net Income 2013: -$20,4282013Revenue 2014: $81,971Expenses 2014: $58,642Net Income 2014: $23,3292014Revenue 2015: -$19,687Expenses 2015: $38,684Net Income 2015: -$58,3712015Revenue 2016: $14,969Expenses 2016: $54,513Net Income 2016: -$39,5442016Revenue 2017: $20,893Expenses 2017: $41,917Net Income 2017: -$21,0242017Revenue 2018: $34,718Expenses 2018: $35,467Net Income 2018: -$7492018Revenue 2019: $4,202Expenses 2019: $1,585Net Income 2019: $2,6172019Revenue 2020: $29,846Expenses 2020: $90,177Net Income 2020: -$60,3312020Revenue 2021: $2,215Expenses 2021: $994Net Income 2021: $1,2212021Revenue 2022: $3,943Expenses 2022: $73,201Net Income 2022: -$69,2582022Revenue 2023: $3,960Expenses 2023: $30,782Net Income 2023: -$26,8222023Revenue 2024: $4,585Expenses 2024: $59,487Net Income 2024: -$54,9022024

Highlighted filing

2015

Revenue-$19,687
Expenses$38,684
Net Income-$58,371
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Mar 17, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON LEEPresident-$0--
KEN LEESecretary-$0--
LAURIE BEMISCFO-$0--
Filing and Contact Details

Filer

Filer Name
Lee Family Foundation
EIN
77-0471749
Phone
4082525307
Address
21821 WOODBURY DRIVE, CUPERTINO, CA 95014

Signing Officer

Name
Laurie Bemis
Title
CFO
Phone
4082525307
Signed
2016-03-17
Raw XML Appendix381 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DON LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEN LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAURIE BEMIS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION WILL REQUIRE NAME, ADDRESS, AND SPECIFIC PURPOSE OF FUND REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DON H LEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04082525307
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2481
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CUPERTINO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095015
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ENVIRONMENT PRESERVATION, EDUCATION, COMMUNITY OUTREACH, DISASTER RELIEF, DISEASE RESEARCH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DON LEE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KEN LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANIMAL PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ENVIRONMENT PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ANIMAL PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ENVIRONMENT PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLUMBIA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HUMANE SOCIETY SILICON VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JOSHUA TREE NATIONAL PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PROJECT OPEN HAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SANTA CRUZ SPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SMILE TRAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02731 NORTH FIRST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111600 COLUMBIA COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2901 AMES AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt374485 NATIONAL PARK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4730 POLK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52685 CHANTICLEER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 96246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SONORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILPITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TWENTYNINE PALMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SANTA CRUZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620090
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034555
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034555
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019416
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015181
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015181
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt081502
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014489
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0445
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096683
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt096238
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUND FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt053000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CHECKS OUTSTANDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0750
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1493
TaxesSchedule/TaxesDetail/Amt21606
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1493
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE BEMIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04082525307
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEF
ReturnHeader/Filer/EIN0770471749
ReturnHeader/Filer/PhoneNum04082525307
ReturnHeader/Filer/USAddress/AddressLine1Txt021821 WOODBURY DRIVE
ReturnHeader/Filer/USAddress/CityNm0CUPERTINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/ReturnTs02016-04-10T17:32:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$1.83$0.77$0.05$0.59$0.55
2023Detailed filing. Detailed filing data is available for this year.$2.60$1.29$1.32$0.04$0.31$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.60$1.02$1.59$0.04$0.73$0.69
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.32$2.28$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.34$2.27$0.30$0.90$0.60
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.04$0.02$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.35$0.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.45$2.85$0.21$0.42$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.28$0.22$3.06$0.15$0.55$0.40
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.03$3.46$0.20$0.39$0.58
2014Detailed filing. Detailed filing data is available for this year.$4.57$0.53$4.04$0.82$0.59$0.23
2013Summary only. Only limited summary data is available for this year.$4.27$0.46$0.44$0.64$0.20
2012Detailed filing. Detailed filing data is available for this year.$4.38$0.37$4.01$0.42
2011Detailed filing. Detailed filing data is available for this year.$4.77$0.41$4.37$0.45
2010Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.55