Civic Intelligence

Hospice Partners Inc.

990 • Fiscal year 2021 • EIN 77-0475425

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization ProfileWWW.WILSHIREHCS.ORG

View Organization Page

285 South Street No JSan Luis Obispo, CA 93401

(805) 547-7025

Siviq Scores

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

Liabilities / Assets

60th percentile

0.21x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.17x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

60th percentile

18%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$383,949

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

79th percentile

28%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-1.0%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$7,375,553

Up $1,618,619 (+28%) from 2020

Net Assets

Up

$5,847,988

Up $1,637,254 (+39%) from 2020

Liabilities

Down

$1,527,565

Down $18,635 (-1.2%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin60th percentile

Revenue

Down

$9,015,396

Down $92,466 (-1.0%) from 2020

Expenses

Up

$7,379,982

Up $74,673 (+1.0%) from 2020

Net Income

Down

$1,635,414

Down $167,139 (-9.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $4,123,049Liabilities 2010: $3,528,284Net Assets 2010: $594,7652010Assets 2011: $4,412,736Liabilities 2011: $4,116,588Net Assets 2011: $296,1482011Assets 2012: $3,672,314Liabilities 2012: $4,130,348Net Assets 2012: -$458,0342012Assets 2013: $3,829,448Liabilities 2013: $3,864,404Net Assets 2013: -$34,9562013Assets 2014: $2,857,183Liabilities 2014: $3,498,762Net Assets 2014: -$641,5792014Assets 2015: $2,133,012Liabilities 2015: $3,175,332Net Assets 2015: -$1,042,3202015Assets 2016: $2,768,688Liabilities 2016: $2,224,688Net Assets 2016: $544,0002016Assets 2017: $3,756,893Liabilities 2017: $2,254,495Net Assets 2017: $1,502,3982017Assets 2018: $4,124,504Liabilities 2018: $1,752,972Net Assets 2018: $2,371,5322018Assets 2019: $2,963,850Liabilities 2019: $557,509Net Assets 2019: $2,406,3412019Assets 2020: $5,756,934Liabilities 2020: $1,546,200Net Assets 2020: $4,210,7342020Assets 2021: $7,375,553Liabilities 2021: $1,527,565Net Assets 2021: $5,847,9882021Assets 2022: $8,188,674Liabilities 2022: $1,728,854Net Assets 2022: $6,459,8202022Assets 2023: $9,493,053Liabilities 2023: $893,193Net Assets 2023: $8,599,8602023Assets 2024: $7,868,436Liabilities 2024: $1,398,804Net Assets 2024: $6,469,6322024

Highlighted filing

2021

Assets$7,375,553
Liabilities$1,527,565
Net Assets$5,847,988
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $12,435,1892010Expenses 2011: $13,219,2932011Expenses 2012: $12,477,5582012Expenses 2013: $11,326,8432013Revenue 2014: $9,045,243Expenses 2014: $9,663,262Net Income 2014: -$618,0192014Revenue 2015: $10,220,972Expenses 2015: $10,639,109Net Income 2015: -$418,1372015Revenue 2016: $11,288,332Expenses 2016: $9,579,405Net Income 2016: $1,708,9272016Revenue 2017: $9,333,354Expenses 2017: $8,376,796Net Income 2017: $956,5582017Revenue 2018: $9,026,011Expenses 2018: $8,158,716Net Income 2018: $867,2952018Revenue 2019: $7,644,191Expenses 2019: $7,611,222Net Income 2019: $32,9692019Revenue 2020: $9,107,862Expenses 2020: $7,305,309Net Income 2020: $1,802,5532020Revenue 2021: $9,015,396Expenses 2021: $7,379,982Net Income 2021: $1,635,4142021Revenue 2022: $9,574,312Expenses 2022: $8,962,480Net Income 2022: $611,8322022Revenue 2023: $12,537,378Expenses 2023: $10,397,338Net Income 2023: $2,140,0402023Revenue 2024: $7,889,549Expenses 2024: $10,019,777Net Income 2024: -$2,130,2282024

Highlighted filing

2021

Revenue$9,015,396
Expenses$7,379,982
Net Income$1,635,414
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Gross Receipts
$9,020,804
Mission and Program Overview

Mission

Our mission is to help people live a better life. Our team of medical professionals supports patients and their families through the end of life journey with compassion and integrity, so everyday of the process can be about living, until the last one.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$651,162$1,968,540▲ $1,317,378
Cash and Non-Interest-Bearing Accounts$996,864$1,105,668▲ $108,804
Accounts Receivable$608,517$783,338▲ $174,821
Intangible Assets$110,170$110,170→ $0
Inventories for Sale or Use$54,978$65,039▲ $10,061
Land, Buildings, and Equipment, Net$67,993$61,270▼ $6,723
Prepaid Expenses and Deferred Charges$8,226$14,657▲ $6,431
Total Assets$5,756,934$7,375,553▲ $1,618,619
Other Assets Total$3,259,024$3,266,871▲ $7,847
Liabilities
Other Liabilities$999,300$989,400▼ $9,900
Accounts Payable and Accrued Expenses$546,748$538,165▼ $8,583
Deferred Revenue$152--
Total Liabilities$1,546,200$1,527,565▼ $18,635
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,163,192$5,766,035▲ $1,602,843
Net Assets With Donor Restrictions$47,542$81,953▲ $34,411
Total Net Assets Fund Balance$4,210,734$5,847,988▲ $1,637,254
Total Liabilities and Net Assets / Fund Balance$5,756,934$7,375,553▲ $1,618,619

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,234$411,539$427,773
Leasehold Improvements$5,559$378,813$384,372
Other Land Buildings$39,477$172,466$211,943
Other Assets Org$3,260,371--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$70,042-▲ $14,192-$81,954
2019$70,049-▲ $2,096-$70,042
2018$68,047-▲ $4,095-$70,049
2017$66,330-▲ $3,832-$68,047
2016$60,917-▲ $7,425-$66,330
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie MartinRegistered NurseFT$127,078$7,835$134,913
Laura SarrisRegistered NurseFT$115,575$8,115$123,690
Takara WilkinRegistered NurseFT$109,533$9,097$118,630
Franziska CastelloAdministratorFT$114,144$2,184$116,328
Ira R AlpertDirector/chair--$2,000$2,000
Gary HarkinsDirector--$2,000$2,000
Ted J GreenbergDirector/secretary--$2,000$2,000
Tom ShermanDirector--$2,000$2,000
Lori Richardson PelliccioniDirector--$1,000$1,000

Board Members and Trustees

NameTitle
Tricia SmithDirector/president/CEO
Laurie SmithVice President - Home Heal
David OliverVice President - Hr & CFO
Kevin ParzychChief Medical Director
Ronald YukelsonChief Operations and Strat

Highest Paid Contractors

ContractorServicesLocationCompensation
Optum Hospice Pharmacy ServicesMedical Supplies4525 EXECUTIVE PARK DR, Montgomery, AL 36116$147,322
Wallace Home Medical SuppliesMedical Supplies12310 LOS OSOS VALLEY RD, San Luis Obispo, CA 93405$139,481
Revenue and Support

Revenue Composition

Contributions and Grants
$1,310,496
Program Service Revenue
$7,617,650
Investment Income
$17,972
Other Revenue
$69,278
All Other Contributions
$457,196
Change in Net Assets
$1,635,414

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$402,003Resale Value
Total Noncash Contributions$402,003-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,909,784
Other Expenses$2,470,198
Total Fundraising Expense$3,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,579,497$515,744-$4,095,241
Fees for Services Management-$561,026-$561,026
Other Employee Benefits$368,991$53,165-$422,156
Royalties$405,632--$405,632
Payroll Taxes$264,022$75,326-$339,348
Information Technology$267,320--$267,320
Travel$164,860--$164,860
All Other Expenses$134,905-$3,828$138,733
Other Expenses$102,459--$102,459
Office Expenses$93,788--$93,788
Insurance$14,683$52,677-$67,360
Pension Plan Contributions$46,359$6,680-$53,039
Advertising$45,158--$45,158
Fees for Services Legal-$44,380-$44,380
Depreciation Depletion$23,694--$23,694
Total Functional Expenses$6,067,156$1,308,998$3,828$7,379,982
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,189
Fundraising Direct Expenses$5,408
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoedown Special Event and Auction$56,784$56,784$5,408$51,376
Day of the Dead$5,405$1,405-$1,405
Total Events$62,189$58,189$5,408$52,781
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance - Ppp Funds$839,400
Economic Injury Disaster Loan$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The vice president of home health and hospice is the mother of the ceo.”

Form 990, Part VI, Section A, Line 6

“Hospice partners inc (hpi) was organized by wilshire health and community services, inc. (whcs). Whcs is the sole member of hpi.”

Form 990, Part VI, Section A, Line 8B

“N/a - there is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the returns are provided to all board members. The board members review the returns and are encouraged to ask the preparer any questions they might have. Absent any objections, the returns are filed.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy through questionnaires provided to all board members.”

Form 990, Part VI, Section B, Line 15

“Line 15a. & 15b. The ceo and other officers do not receive compensation from this organization. Compensation of the administrators is determined by the president.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Hospice Partners Inc
EIN
77-0475425
Phone
8055477025
Address
285 SOUTH STREET NO J, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Tricia Smith
Title
President
Phone
8055477025
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tricia Smith
Formed
1998
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
5
Employees
64
Volunteers
117

Preparer

Firm
Caliber Audit & Attest Llp
Address
805 AEROVISTA PLACE SUITE 103, SAN LUIS OBISPO, CA 93401
Preparer
Gary Jensen
Phone
8058880200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Amortization of start up costs 1,840.”

FORM 990, PART XII, LINE 2C:

“The oversight process for the audited financial statements has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Hospice partners, inc. Is included in the consolidated financial statements of wilshire health and community services, inc. Which included the following fin 48 note: since wilshire is exempt from federal and state income taxes, no provision is made for current or deferred taxes. Its returns for the years ended june 30, 2020, 2019 and 2018 are subject to examination by federal and state taxing authorities, generally three years after they are filed. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination.”

Raw XML AppendixShowing 400 of 722 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/ActivityOrMissionDesc0OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. OUR TEAM OF MEDICAL PROFESSIONALS SUPPORTS PATIENTS AND THEIR FAMILIES THROUGH THE END OF LIFE JOURNEY WITH COMPASSION AND INTEGRITY, SO EVERYDAY OF THE PROCESS CAN BE ABOUT LIVING, UNTIL THE LAST ONE.
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IRS990/Form990PartVIISectionAGrp/PersonNm9KEVIN PARZYCH
IRS990/Form990PartVIISectionAGrp/PersonNm10JULIE MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm11LAURA SARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm12TAKARA WILKIN
IRS990/Form990PartVIISectionAGrp/PersonNm13FRANZISKA CASTELLO
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT - HR & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT - HOME HEAL
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF OPERATIONS AND STRAT
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt11REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt12REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ADMINISTRATOR
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IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. OUR TEAM OF MEDICAL PROFESSIONALS SUPPORTS PATIENTS AND THEIR FAMILIES THROUGH THE END OF LIFE JOURNEY WITH COMPASSION AND INTEGRITY, SO EVERYDAY OF THE PROCESS CAN BE ABOUT LIVING, UNTIL THE LAST ONE.
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IRS990/NoncashContributionsAmt0402003
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt093788
IRS990/OfficeExpensesGrp/TotalAmt093788
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt03266871
IRS990/OtherChangesInNetAssetsAmt01840
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt053165
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0368991
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0422156
IRS990/OtherExpensesGrp/Desc0HOSPITALS AND CONVALESC
IRS990/OtherExpensesGrp/Desc1DURABLE MEDICAL EQUIPME
IRS990/OtherExpensesGrp/Desc2PHARMACY
IRS990/OtherExpensesGrp/Desc3OUTSIDE SERVICES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1194120
IRS990/OtherExpensesGrp/ProgramServicesAmt2153849
IRS990/OtherExpensesGrp/ProgramServicesAmt3102459
IRS990/OtherExpensesGrp/TotalAmt0207819
IRS990/OtherExpensesGrp/TotalAmt1194120
IRS990/OtherExpensesGrp/TotalAmt2153849
IRS990/OtherExpensesGrp/TotalAmt3102459
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IRS990/OtherLiabilitiesGrp/EOYAmt0989400
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016497
IRS990/OtherRevenueTotalAmt016497
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0515744
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03579497
IRS990/OtherSalariesAndWagesGrp/TotalAmt04095241
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt075326
IRS990/PayrollTaxesGrp/ProgramServicesAmt0264022
IRS990/PayrollTaxesGrp/TotalAmt0339348
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06680
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt046359
IRS990/PensionPlanContributionsGrp/TotalAmt053039
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0TRICIA SMITH
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0PATIENT SERVICES
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01525716
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt02558941
IRS990/PYOtherRevenueAmt0-10517
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IRS990/PYRevenuesLessExpensesAmt01802553
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IRS990/PYTotalExpensesAmt07305309
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09107862
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01635414
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07617650
IRS990/RoyaltiesGrp/ProgramServicesAmt0405632
IRS990/RoyaltiesGrp/TotalAmt0405632
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0651162
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01968540
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01525717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0875177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0980080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01030866
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,375,553
Liabilities
$1,527,565
Net assets
$5,847,988
Revenue
$9,015,396
Expenses
$7,379,982
Net income
$1,635,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.87$1.40$6.47$7.89$10.0$2.13
2023Detailed filing. Detailed filing data is available for this year.$9.49$0.89$8.60$12.5$10.4$2.14
2022Detailed filing. Detailed filing data is available for this year.$8.19$1.73$6.46$9.57$8.96$0.61
2021Detailed filing. Detailed filing data is available for this year.$7.38$1.53$5.85$9.02$7.38$1.64
2020Detailed filing. Detailed filing data is available for this year.$5.76$1.55$4.21$9.11$7.31$1.80
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.56$2.41$7.64$7.61$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.12$1.75$2.37$9.03$8.16$0.87
2017Detailed filing. Detailed filing data is available for this year.$3.76$2.25$1.50$9.33$8.38$0.96
2016Detailed filing. Detailed filing data is available for this year.$2.77$2.22$0.54$11.3$9.58$1.71
2015Detailed filing. Detailed filing data is available for this year.$2.13$3.18$1.04$10.2$10.6$0.42
2014Detailed filing. Detailed filing data is available for this year.$2.86$3.50$0.64$9.05$9.66$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$3.86$0.03$11.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$4.13$0.46$12.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$4.12$0.30$13.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$3.53$0.59$12.4