Civic Intelligence

Carol B Phelon Foundation

990PF • Fiscal year 2017 • EIN 81-3637307

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
12681 Creekside LaneFort Myers, FL 33919

(239) 461-5920

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$5,332

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$1,459,229

No earlier filing loaded for comparison.

Net Assets

$1,459,229

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

$51,520

No earlier filing loaded for comparison.

Expenses

$21,784

No earlier filing loaded for comparison.

Net Income

$29,736

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2017: $1,459,229Liabilities 2017: $0Net Assets 2017: $1,459,2292017Assets 2018: $16,158,962Liabilities 2018: $0Net Assets 2018: $16,158,9622018Assets 2019: $18,023,477Liabilities 2019: $0Net Assets 2019: $18,023,4772019Assets 2020: $18,404,045Liabilities 2020: $0Net Assets 2020: $18,404,0452020Assets 2021: $18,925,373Liabilities 2021: $0Net Assets 2021: $18,925,3732021Assets 2022: $17,794,270Liabilities 2022: $0Net Assets 2022: $17,794,2702022Assets 2023: $16,996,352Liabilities 2023: $0Net Assets 2023: $16,996,3522023Assets 2024: $17,049,322Liabilities 2024: $0Net Assets 2024: $17,049,3222024

Highlighted filing

2017

Assets$1,459,229
Liabilities$0
Net Assets$1,459,229
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $51,520Expenses 2017: $21,784Net Income 2017: $29,7362017Revenue 2018: $14,805,344Expenses 2018: $107,499Net Income 2018: $14,697,8452018Revenue 2019: $2,218,928Expenses 2019: $353,926Net Income 2019: $1,865,0022019Revenue 2020: $1,484,165Expenses 2020: $1,099,625Net Income 2020: $384,5402020Revenue 2021: $1,692,775Expenses 2021: $1,146,414Net Income 2021: $546,3612021Revenue 2022: $371,999Expenses 2022: $1,528,282Net Income 2022: -$1,156,2832022Revenue 2023: $444,641Expenses 2023: $1,245,891Net Income 2023: -$801,2502023Revenue 2024: $1,139,783Expenses 2024: $1,127,517Net Income 2024: $12,2662024

Highlighted filing

2017

Revenue$51,520
Expenses$21,784
Net Income$29,736
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER G BURKERTTrustee-$5,332-$5,332
-Trustee-$3,485-$3,485
Filing and Contact Details

Filer

Filer Name
Carol B Phelon Foundation
EIN
81-3637307
Phone
2394615920
Address
12681 CREEKSIDE LANE, FORT MYERS, FL 33919

Signing Officer

Name
Jeffrey Moes
Title
Trustee
Phone
2394615920
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Reliance Integrated Solutions LLC
Address
11270 W PARK PLACE, MILWAUKEE, WI 53224
Preparer
David Willert
Phone
4148153900
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08346
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt029736
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0722
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01459951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01430209
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01459229
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079604
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079604
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079604
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt080004
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0400
IRS990PF/DistributableAmountGrp/TotalTaxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0696
IRS990PF/FMVAssetsEOYAmt01728044
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01430209
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01459229
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0355272
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0352751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0353897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01043643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01016609
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01284278
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0767
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0396
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0396
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt030527
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt089473
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt089473
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01430209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01459229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01728044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01430209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01459229
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01430209
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01459229
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01624441
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072155
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01552286
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024367
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080004
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01600074
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01624441
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0FINEMARK NATIONAL BANK & TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03485
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15332
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER G BURKERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012681 CREEKSIDE LAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1219 WESTMINISTER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CONCORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033919
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.001742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.001742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01600074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0487884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.001742
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08928
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09328
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0400
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09328
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt012681 CREEKSIDE LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT MYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033919
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FINEMARK NATIONAL BANK & TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum02394615920
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HUMANE SOCIETY NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEIGHBORHOOD HEALTH CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GOODWILL INDUSTRIES OF SW FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COLLIER HARVEST FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GRACE PLACE FOR CHILDREN & FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,459,229
Liabilities
$0
Net assets
$1,459,229
Revenue
$51,520
Expenses
$21,784
Net income
$29,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$1.14$1.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.44$1.25$0.80
2022Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.37$1.53$1.16
2021Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.69$1.15$0.55
2020Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.48$1.10$0.38
2019Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$2.22$0.35$1.87
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$14.8$0.11$14.7
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.02$0.03