Civic Intelligence

Eaton Senior Communities Inc.

990 • Fiscal year 2018 • EIN 84-1432959

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 29, 2019

Organization ProfileWWW.EATONSENIOR.ORG

View Organization Page

333 South Eaton StreetLakewood, CO 80226

(303) 937-3000

Siviq Scores

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

Liabilities / Assets

50th percentile

0.09x

Higher debt load relative to assets than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.49x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$151,700

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 30.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

45th percentile

-0.0%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-2.6%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$2,857,697

Down $1,109 (-0.0%) from 2017

Net Assets

Down

$2,613,277

Down $137,748 (-5.0%) from 2017

Liabilities

Up

$244,420

Up $136,639 (+127%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin9th percentile

Revenue

Down

$493,974

Down $13,063 (-2.6%) from 2017

Expenses

Down

$664,525

Down $225 (-0.0%) from 2017

Net Income

Down

-$170,551

Down $12,838 (-8.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,263,533Liabilities 2011: $36,047Net Assets 2011: $2,227,4862011Assets 2012: $2,289,595Liabilities 2012: $45,811Net Assets 2012: $2,243,7842012Assets 2013: $2,394,949Liabilities 2013: $48,630Net Assets 2013: $2,346,3192013Assets 2014: $2,534,569Liabilities 2014: $46,144Net Assets 2014: $2,488,4252014Assets 2015: $2,529,674Liabilities 2015: $40,590Net Assets 2015: $2,489,0842015Assets 2016: $2,718,432Liabilities 2016: $72,425Net Assets 2016: $2,646,0072016Assets 2017: $2,858,806Liabilities 2017: $107,781Net Assets 2017: $2,751,0252017Assets 2018: $2,857,697Liabilities 2018: $244,420Net Assets 2018: $2,613,2772018Assets 2019: $2,991,941Liabilities 2019: $128,160Net Assets 2019: $2,863,7812019Assets 2020: $4,198,054Liabilities 2020: $1,063,101Net Assets 2020: $3,134,9532020Assets 2021: $3,639,567Liabilities 2021: $356,816Net Assets 2021: $3,282,7512021Assets 2022: $2,319,535Liabilities 2022: $199,983Net Assets 2022: $2,119,5522022Assets 2023: $2,625,634Liabilities 2023: $224,986Net Assets 2023: $2,400,6482023Assets 2024: $3,051,068Liabilities 2024: $124,970Net Assets 2024: $2,926,0982024

Highlighted filing

2018

Assets$2,857,697
Liabilities$244,420
Net Assets$2,613,277
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $438,652Expenses 2011: $865,020Net Income 2011: -$426,3682011Revenue 2012: $473,210Expenses 2012: $598,107Net Income 2012: -$124,8972012Revenue 2013: $482,825Expenses 2013: $462,815Net Income 2013: $20,0102013Revenue 2014: $415,071Expenses 2014: $376,501Net Income 2014: $38,5702014Revenue 2015: $413,966Expenses 2015: $331,578Net Income 2015: $82,3882015Revenue 2016: $416,441Expenses 2016: $409,947Net Income 2016: $6,4942016Revenue 2017: $507,037Expenses 2017: $664,750Net Income 2017: -$157,7132017Revenue 2018: $493,974Expenses 2018: $664,525Net Income 2018: -$170,5512018Revenue 2019: $370,269Expenses 2019: $317,136Net Income 2019: $53,1332019Revenue 2020: $467,826Expenses 2020: $303,699Net Income 2020: $164,1272020Revenue 2021: $874,319Expenses 2021: $1,057,682Net Income 2021: -$183,3632021Revenue 2022: $252,945Expenses 2022: $1,012,020Net Income 2022: -$759,0752022Revenue 2023: $355,424Expenses 2023: $413,325Net Income 2023: -$57,9012023Revenue 2024: $611,690Expenses 2024: $466,281Net Income 2024: $145,4092024

Highlighted filing

2018

Revenue$493,974
Expenses$664,525
Net Income-$170,551
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 29, 2019
Return Version
2017v2.3
Gross Receipts
$493,974
Mission and Program Overview

Mission

To provide management and supportive services to other 501(c)(3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,397,419$2,389,786▼ $7,633
Accounts Receivable$19,811$105,544▲ $85,733
Land, Buildings, and Equipment, Net$95,857$82,104▼ $13,753
Cash and Non-Interest-Bearing Accounts$104,574$76,977▼ $27,597
Savings and Temporary Cash Investments$12,470$10,475▼ $1,995
Prepaid Expenses and Deferred Charges$7,679$7,159▼ $520
Inventories for Sale or Use$2,315--
Total Assets$2,858,806$2,857,697▼ $1,109
Other Assets Total$218,681$185,652▼ $33,029
Liabilities
Accounts Payable and Accrued Expenses$107,781$244,420▲ $136,639
Total Liabilities$107,781$244,420▲ $136,639
Net Assets / Fund Balance
Unrestricted Net Assets$2,658,137$2,516,158▼ $141,979
Permanently Rstr Net Assets$91,535$91,535→ $0
Temporarily Rstr Net Assets$1,353$5,584▲ $4,231
Total Net Assets Fund Balance$2,751,025$2,613,277▼ $137,748
Total Liabilities and Net Assets / Fund Balance$2,858,806$2,857,697▼ $1,109

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$82,104$34,363$116,467
Other Assets Org$88,533--
Other Securities$2,389,786--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$91,535---$91,535
2017$91,535---$91,535
2016$91,535---$91,535
2015$91,535---$91,535
2014$91,535---$91,535
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David SmartPresidentFT$142,164$9,536$151,700

Board Members and Trustees

NameTitle
Sheri Filak-taylorChair
Jennifer VagherVice Chair
Bill BrummettDirector
Dan KullasDirector
ERIN O'BRIENDirector
Rand MoritzkyDirector
Sandra ReynoldsDirector
Sandy BowlinDirector
Shae ClarkDirector
Richard WyseSec/treasure
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$335,103
Investment Income
$48,827
Other Revenue
$110,044
Change in Net Assets
$-170,551

Audited Revenue Reconciliation

Revenue per Audited Statements
$471,686
Revenue Not Reported on Financial Statements
$22,288
Revenue Not Reported on Form 990
$32,803
Total Revenue per Audited Statements
$504,489
Total Revenue per Form 990
$493,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$382,940
Other Expenses$181,585
Grants and Similar Amounts Paid$100,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$171,871$9,046-$180,917
Current Officers, Directors, Trustees, and Key Employees$106,623$35,541-$142,164
Grants to Domestic Orgs$100,000--$100,000
Travel$34,358$1,808-$36,166
Other Employee Benefits$32,270$3,586-$35,856
Payroll Taxes$21,603$2,400-$24,003
Fees for Service Investment Mgmnt Fees-$22,288-$22,288
Insurance$13,051$1,659-$14,710
All Other Expenses$13,706$326-$14,032
Depreciation Depletion$13,753--$13,753
Conferences and Meetings$7,977$420-$8,397
Office Expenses$6,899$363-$7,262
Advertising$6,652$350-$7,002
Occupancy$5,225$275-$5,500
Other Expenses$4,034$4,235-$4,235
Fees for Services Accounting-$4,100-$4,100
Fees for Services Other-$3,125-$3,125
Fees for Services Legal-$1,316-$1,316
Total Functional Expenses$571,702$92,823$0$664,525

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$664,525
Expenses per Audited Statements$642,237
Total Expenses per Audited Statements$642,237
Expenses Not Reported on Financial Statements$22,288
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Summit at EatonLakewood, CO501c3General Operating$100,000
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the finance committee in detail and is available to the full board for review and comment prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Annually the board of directors are required to submit a conflict of interest disclosure statement. Transactions resulting in a conflict of interest are reviewed by the board as they arise.”

Form 990, Page 6, Part VI, Line 15A

“The board analyzed the salaries of comparable organizations and determined that executive compensation was well within the acceptable range for comparable positions in similar organizations.”

Form 990, Page 6, Part VI, Line 15B

“Consistent with the methodology used for the organization's top official, the board analyzed salaries for comparable organizations and determined that key employee compensation was within acceptable ranges for comparable positions in similar entities.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, financial statements and tax return are available upon reasonable request. The tax retun - form 990 - is available at guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Eaton Senior Communities Inc
EIN
84-1432959
Phone
3039373000
Address
333 SOUTH EATON STREET, LAKEWOOD, CO 80226

Signing Officer

Name
David Smart
Title
President
Phone
3039373000
Signed
2019-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Smart
Formed
1997
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
116
Volunteers
44

Preparer

Firm
Wipfli Llp
Address
7887 E BELLEVIEW AVE STE 700, ENGLEWOOD, CO 80111-6021
Preparer
Robert E Fabry CPA
Phone
3037590089
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Eaton senior communities follows accounting for uncertainty in income taxes, which requires the group determine whether a tax position (and related tax benefit) is more likely than not to be sustained upon examination by the applicable taxing authority, based solely on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon settlement, presuming that the tax position is examined by the appropriate taxing authority that has full knowledge of all relevant information. During the year ended september 30, 2018, the group's management evaluated its tax positions to determine the existence of uncertainties, and did not note any matters that would require recognition or which may have an effect on its tax-exempt status.”

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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/OtherExpensesGrp/ManagementAndGeneralAmt1843
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2212
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt122419
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0180917
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02400
IRS990/PayrollTaxesGrp/ProgramServicesAmt021603
IRS990/PayrollTaxesGrp/TotalAmt024003
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07679
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07159
IRS990/PrincipalOfficerNm0DAVID SMART
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0335103
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt059150
IRS990/PYInvestmentIncomeAmt029645
IRS990/PYOtherExpensesAmt0191314
IRS990/PYOtherRevenueAmt0116233
IRS990/PYProgramServiceRevenueAmt0361159
IRS990/PYRevenuesLessExpensesAmt0-157713
IRS990/PYSalariesCompEmpBnftPaidAmt0414286
IRS990/PYTotalExpensesAmt0664750
IRS990/PYTotalRevenueAmt0507037
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-170551
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0335103
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt010475
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0840798069
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1742471331
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2841280682
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd19
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd29
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1100000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE RESIDENCES AT EATON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ASSISTED LIVING AT EATON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2EATON SENIOR COMMUNITIES FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SENIOR COMMUNITIES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1SENIOR COMMUNITIES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt082104
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034363
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116467
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt022288
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02389786
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SCHWAB INVESTMENTS
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IRS990ScheduleD/RevenueSubtotalAmt0471686
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EATON SENIOR COMMUNITIES FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE GROUP DETERMINE WHETHER A TAX POSITION (AND RELATED TAX BENEFIT) IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT, PRESUMING THAT THE TAX POSITION IS EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. DURING THE YEAR ENDED SEPTEMBER 30, 2018, THE GROUP'S MANAGEMENT EVALUATED ITS TAX POSITIONS TO DETERMINE THE EXISTENCE OF UNCERTAINTIES, AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt082104
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0185652
IRS990ScheduleD/TotalBookValueSecuritiesAmt02389786
IRS990ScheduleD/TotalExpensesPerForm990Amt0664525
IRS990ScheduleD/TotalRevenuePerForm990Amt0493974
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0504489
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0642237
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE SUMMIT AT EATON

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,857,697
Liabilities
$244,420
Net assets
$2,613,277
Revenue
$493,974
Expenses
$664,525
Net income
-$170,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.12$2.93$0.61$0.47$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.22$2.40$0.36$0.41$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.20$2.12$0.25$1.01$0.76
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.36$3.28$0.87$1.06$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.20$1.06$3.13$0.47$0.30$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.13$2.86$0.37$0.32$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.86$0.24$2.61$0.49$0.66$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.11$2.75$0.51$0.66$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.07$2.65$0.42$0.41$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.04$2.49$0.41$0.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.05$2.49$0.42$0.38$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.05$2.35$0.48$0.46$0.02
2012Summary only. Only limited summary data is available for this year.$2.29$0.05$2.24$0.47$0.60$0.12
2011Summary only. Only limited summary data is available for this year.$2.26$0.04$2.23$0.44$0.87$0.43