Civic Intelligence

The Kavli Foundation

990PF • Fiscal year 2014 • EIN 77-0560142

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

1801 Solar Drive No 250Oxnard, CA 93030

(805) 988-1766

Siviq Scores

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

Liabilities / Assets

20th percentile

0.05x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.29x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

45th percentile

$553,689

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2014 filings • $250M-$1B nonprofits • Source year 2014

Asset Growth

49th percentile

5.5%

Faster asset growth than 49% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-77%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Assets

Up

$599,530,283

Up $31,388,174 (+5.5%) from 2013

Net Assets

Up

$571,680,658

Up $32,262,648 (+6.0%) from 2013

Liabilities

Down

$27,849,625

Down $874,474 (-3.0%) from 2013

Revenue

Down

$96,345,038

Down $313,751,729 (-77%) from 2013

Expenses

Down

$17,605,451

Down $1,807,166 (-9.3%) from 2013

Net Income

Down

$78,739,587

Down $311,944,563 (-80%) from 2013

Historical Trend

Balance Sheet Trend

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

$800M$600M$400M$200M$0Assets 2011: $145,185,710Liabilities 2011: $21,744,590Net Assets 2011: $123,441,1202011Assets 2012: $162,441,971Liabilities 2012: $21,705,018Net Assets 2012: $140,736,9532012Assets 2013: $568,142,109Liabilities 2013: $28,724,099Net Assets 2013: $539,418,0102013Assets 2014: $599,530,283Liabilities 2014: $27,849,625Net Assets 2014: $571,680,6582014Assets 2015: $600,884,696Liabilities 2015: $56,789,988Net Assets 2015: $544,094,7082015Assets 2016: $617,810,139Liabilities 2016: $60,183,959Net Assets 2016: $557,626,1802016Assets 2017: $652,144,820Liabilities 2017: $58,999,935Net Assets 2017: $593,144,8852017Assets 2018: $630,199,731Liabilities 2018: $66,385,900Net Assets 2018: $563,813,8312018Assets 2019: $660,487,921Liabilities 2019: $51,181,274Net Assets 2019: $609,306,6472019Assets 2020: $637,506,324Liabilities 2020: $67,874,956Net Assets 2020: $569,631,3682020Assets 2021: $672,190,947Liabilities 2021: $82,617,9962021Assets 2022: $588,327,587Liabilities 2022: $86,901,452Net Assets 2022: $501,426,1352022Assets 2023: $595,602,528Liabilities 2023: $88,993,2342023Assets 2024: $604,090,789Liabilities 2024: $96,954,916Net Assets 2024: $507,135,8732024

Highlighted filing

2014

Assets$599,530,283
Liabilities$27,849,625
Net Assets$571,680,658

Operations Trend

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

$600M$400M$200M$0-$200MExpenses 2011: $15,549,9272011Expenses 2012: $12,931,5162012Revenue 2013: $410,096,767Expenses 2013: $19,412,617Net Income 2013: $390,684,1502013Revenue 2014: $96,345,038Expenses 2014: $17,605,451Net Income 2014: $78,739,5872014Revenue 2015: $42,438,383Expenses 2015: $54,389,074Net Income 2015: -$11,950,6912015Revenue 2016: $38,660,813Expenses 2016: $36,252,936Net Income 2016: $2,407,8772016Revenue 2017: $52,131,517Expenses 2017: $31,727,410Net Income 2017: $20,404,1072017Revenue 2018: $30,590,807Expenses 2018: $45,322,180Net Income 2018: -$14,731,3732018Revenue 2019: $59,708,443Expenses 2019: $23,747,968Net Income 2019: $35,960,4752019Revenue 2020: $3,680,027Expenses 2020: $49,100,967Net Income 2020: -$45,420,9402020Revenue 2021: $63,900,227Expenses 2021: $48,985,003Net Income 2021: $14,915,2242021Revenue 2022: $27,226,049Expenses 2022: $25,451,459Net Income 2022: $1,774,5902022Revenue 2023: $8,283,789Expenses 2023: $37,453,293Net Income 2023: -$29,169,5042023Revenue 2024: $31,441,928Expenses 2024: $41,925,144Net Income 2024: -$10,483,2162024

Highlighted filing

2014

Revenue$96,345,038
Expenses$17,605,451
Net Income$78,739,587
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT CONNPresident And CEOFT$550,341$3,348$553,689
ROCKELL N HANKINChairman-$68,500$4,332$72,832
GUNNAR NILSENDirector-$38,500$4,848$43,348
DOUGLAS K FREEMANSecretary-$38,500$3,476$41,976
THOMAS E EVERHARTDirector-$31,000$8,139$39,139
MARY SUE COLEMANDirector-$15,000$547$15,547
RICHARD MESERVEDirector-$7,500$6,998$14,498
HENRY YANGDirector-$0$12,849$12,849
CORWIN CORPUZInvestment Committee-$11,000-$11,000
Filing and Contact Details

Filer

Filer Name
The Kavli Foundation
EIN
77-0560142
Phone
8059881766
Address
1801 SOLAR DRIVE NO 250, OXNARD, CA 93030

Signing Officer

Name
James Ciontea
Title
CEO
Phone
8059881766
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
Gail H Anikouchine
Phone
8059664157
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt039966371
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0703249
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt057092
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0760341
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09046402
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08439276
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt048670251
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0836261
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0849743
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02872728
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02872728
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt078739587
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt04718055
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt04718055
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt055996925
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt076438
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06354
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt082792
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039966371
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt043286816
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt02861052
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0815056
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0168977
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0984033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01185351
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02161978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03756621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0117633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0117633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0716286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0716286
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt097295
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt035414
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0132709
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt069774
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0403170
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01147913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012726863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04387971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017605451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt047674787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt096345038
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03680461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04387971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09166175
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0721639
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0721798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1323437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23218159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35905601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4373312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5862934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61788213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7372105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83900074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1193640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12543645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt03114344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0452546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2429256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-5978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4534931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5535899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62438343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7248279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8104488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10168443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11323720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-323437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-326722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142593636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-116765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-58167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17518215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1816309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1914683390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20794976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212634250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2220141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-7800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt248980104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251933444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt263369215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0452546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2429256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-5978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4534931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5535899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62438343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7248279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8104488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10168443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11323720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-323437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-326722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142593636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-116765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-58167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17518215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1816309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1914683390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20794976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212634250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2220141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-7800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248980104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt251933444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt263369215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0452546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2429256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3534931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4535899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52438343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6248279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7104488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9168443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10323720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112891437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128499237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13256547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14804767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152306428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16388414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1715469120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18794976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192634250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201770141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219073744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222477089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233369215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$604$97.0$507$31.4$41.9$10.5
2023Summary only. Only limited summary data is available for this year.$596$89.0$8.28$37.5$29.2
2022Detailed filing. Detailed filing data is available for this year.$588$86.9$501$27.2$25.5$1.77
2021Summary only. Only limited summary data is available for this year.$672$82.6$63.9$49.0$14.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$638$67.9$570$3.68$49.1$45.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$660$51.2$609$59.7$23.7$36.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$630$66.4$564$30.6$45.3$14.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$652$59.0$593$52.1$31.7$20.4
2016Detailed filing. Detailed filing data is available for this year.$618$60.2$558$38.7$36.3$2.41
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$601$56.8$544$42.4$54.4$12.0
2014Detailed filing. Detailed filing data is available for this year.$600$27.8$572$96.3$17.6$78.7
2013Detailed filing. Detailed filing data is available for this year.$568$28.7$539$410$19.4$391
2012Detailed filing. Detailed filing data is available for this year.$162$21.7$141$12.9
2011Detailed filing. Detailed filing data is available for this year.$145$21.7$123$15.5