Civic Intelligence

Disability Rights New Mexico

990 • Fiscal year 2023 • EIN 85-0276496

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 06, 2024

3916 Juan Tabo Blvd NEAlbuquerque, NM 87111

(505) 256-3100

Siviq Scores

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

Liabilities / Assets

78th percentile

0.36x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.36x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

39th percentile

-0.2%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$153,407

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

37th percentile

0.2%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

2.2%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,338,421

Up $3,550 (+0.2%) from 2022

Net Assets

Up

$1,500,492

Up $21,879 (+1.5%) from 2022

Liabilities

Down

$837,929

Down $18,329 (-2.1%) from 2022

Revenue

Up

$2,350,690

Up $49,684 (+2.2%) from 2022

Expenses

Up

$2,355,839

Up $88,011 (+3.9%) from 2022

Net Income

Down

-$5,149

Down $38,327 (-116%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $484,532Liabilities 2011: $93,807Net Assets 2011: $390,7252011Assets 2012: $534,087Liabilities 2012: $81,924Net Assets 2012: $452,1632012Assets 2013: $640,592Liabilities 2013: $150,047Net Assets 2013: $490,5452013Assets 2014: $658,028Liabilities 2014: $146,459Net Assets 2014: $511,5692014Assets 2015: $893,493Liabilities 2015: $138,894Net Assets 2015: $754,5992015Assets 2016: $1,847,014Liabilities 2016: $1,009,484Net Assets 2016: $837,5302016Assets 2017: $1,900,537Liabilities 2017: $1,006,515Net Assets 2017: $894,0222017Assets 2018: $1,941,722Liabilities 2018: $988,568Net Assets 2018: $953,1542018Assets 2019: $2,009,700Liabilities 2019: $938,231Net Assets 2019: $1,071,4692019Assets 2020: $2,431,693Liabilities 2020: $990,402Net Assets 2020: $1,441,2912020Assets 2021: $2,524,495Liabilities 2021: $924,163Net Assets 2021: $1,600,3322021Assets 2022: $2,334,871Liabilities 2022: $856,258Net Assets 2022: $1,478,6132022Assets 2023: $2,338,421Liabilities 2023: $837,929Net Assets 2023: $1,500,4922023Assets 2024: $2,557,878Liabilities 2024: $804,880Net Assets 2024: $1,752,9982024

Highlighted filing

2023

Assets$2,338,421
Liabilities$837,929
Net Assets$1,500,492

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,830,767Expenses 2011: $1,943,938Net Income 2011: -$113,1712011Revenue 2012: $1,870,932Expenses 2012: $1,842,046Net Income 2012: $28,8862012Expenses 2013: $1,800,1652013Revenue 2014: $1,711,581Expenses 2014: $1,707,674Net Income 2014: $3,9072014Revenue 2015: $2,033,481Expenses 2015: $1,768,618Net Income 2015: $264,8632015Revenue 2016: $1,900,578Expenses 2016: $1,846,906Net Income 2016: $53,6722016Revenue 2017: $1,879,559Expenses 2017: $1,854,218Net Income 2017: $25,3412017Revenue 2018: $1,937,187Expenses 2018: $1,890,863Net Income 2018: $46,3242018Revenue 2019: $2,193,048Expenses 2019: $2,074,315Net Income 2019: $118,7332019Revenue 2020: $2,464,236Expenses 2020: $2,116,045Net Income 2020: $348,1912020Revenue 2021: $2,288,676Expenses 2021: $2,193,951Net Income 2021: $94,7252021Revenue 2022: $2,301,006Expenses 2022: $2,267,828Net Income 2022: $33,1782022Revenue 2023: $2,350,690Expenses 2023: $2,355,839Net Income 2023: -$5,1492023Revenue 2024: $2,660,648Expenses 2024: $2,643,342Net Income 2024: $17,3062024

Highlighted filing

2023

Revenue$2,350,690
Expenses$2,355,839
Net Income-$5,149
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 6, 2024
Return Version
2022v5.0
Gross Receipts
$2,350,690
Mission and Program Overview

Mission

To protect, promote, and expand the legal and civil rights of persons with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$960,236$1,049,561▲ $89,325
Land, Buildings, and Equipment, Net$886,077$863,228▼ $22,849
Pledges and Grants Receivable$213,458$321,799▲ $108,341
Savings and Temporary Cash Investments$46,269$52,818▲ $6,549
Prepaid Expenses and Deferred Charges$34,615$30,649▼ $3,966
Cash and Non-Interest-Bearing Accounts$194,216$20,366▼ $173,850
Total Assets$2,334,871$2,338,421▲ $3,550
Liabilities
Mortgage Notes Payable Secured by Investment Property$652,889$613,448▼ $39,441
Accounts Payable and Accrued Expenses$182,845$180,044▼ $2,801
Deferred Revenue$20,465$44,378▲ $23,913
Other Liabilities$59$59→ $0
Total Liabilities$856,258$837,929▼ $18,329
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,413,120$1,498,858▲ $85,738
Net Assets With Donor Restrictions$65,493$1,634▼ $63,859
Total Net Assets Fund Balance$1,478,613$1,500,492▲ $21,879
Total Liabilities and Net Assets / Fund Balance$2,334,871$2,338,421▲ $3,550

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$525,845$144,144$669,989
Land$330,800-$330,800
Equipment$6,583$4,702$11,285
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary D HousepianCEOFT$127,375$26,032$153,407
Maria D JoyCFOFT$90,835$24,160$114,995

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,227,983
Program Service Revenue
$57,092
Investment Income
$65,615
Other Revenue
$0
All Other Contributions
$78,398
Change in Net Assets
$-5,149

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,350,690
Revenue Not Reported on Form 990
$27,028
Total Revenue per Audited Statements
$2,377,718
Total Revenue per Form 990
$2,350,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,034,343
Other Expenses$321,496
Total Fundraising Expense$20,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,342,547$8,804$9,038$1,360,389
Current Officers, Directors, Trustees, and Key Employees$155,363$131,831$8,541$295,735
Other Employee Benefits$191,433$244$1,144$192,821
Payroll Taxes$108,882$11,668$1,218$121,768
Office Expenses$77,113$1,901-$79,014
Pension Plan Contributions$61,239$1,988$403$63,630
Travel$55,383$2,838-$58,221
Occupancy$40,397$654$415$41,466
Fees for Services Other$29,302$3,128-$32,430
Fees for Services Accounting-$29,740-$29,740
Depreciation Depletion$20,778$2,071-$22,849
Interest$20,488$2,041-$22,529
Conferences and Meetings$13,995$4,575-$18,570
Insurance$10,010--$10,010
Information Technology$4,969--$4,969
Other Expenses$273$1,194-$1,467
Advertising$231--$231
Total Functional Expenses$2,132,403$202,677$20,759$2,355,839

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,355,839
Total Expenses per Audited Statements$2,355,839
Total Expenses per Form 990$2,355,839
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$59
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
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 prepared by the independent auditor, and the draft is reviewed by the executive director, the chief financial officer, and all board members prior to filing with the irs.

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

The conflict of interest policy is reviewed every year in january. Board members are required to complete and/or update the conflict of interest form. At that time potential conflicts of interest are reviewed and discussed at board meetings, as applicable.

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

The board of directors perdiodically reviews and documents compensation levels for ceos of other similar organizations as part of due diligence with respect to compensation and benefit levels. Compensation levels for other staff are determined by the ceo, not the board. However, pursuant to organizational policy, information on salaries and benefits paid for comparable agencies is periodically reviewed, and staff salaries are occasionally adjusted based on such review.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents are available upon request. Financial information is included in the form 990, which is also available upon request. Basic information about the organization, its services, and funding sources is provided through the organization's website at www.drnm.org.

Filing and Contact Details

Filer

Filer Name
Disability Rights New Mexico
EIN
85-0276496
Phone
5052563100
Address
3916 JUAN TABO BLVD NE, ALBUQUERQUE, NM 87111

Signing Officer

Name
Gary D Housepian
Title
CEO
Phone
5052563100
Signed
2024-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary D Housepian
Formed
1979
Legal Domicile
Nm
Voting Board Members
11
Independent Board Members
11
Employees
29
Volunteers
11

Preparer

Firm
Taylor Roth and Company
Address
800 GRANT ST STE 205, DENVER, CO 80203-2944
Preparer
Shannon L Gilliland
Phone
3038308109
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

The board of directors serve in a voluntary capacity.

Form 990, Page 2, Part III, Line 4A

Padd - protection and advocacy for individuals with developmental disabilities: in this program area, drnm provided legal advocacy to 126 individuals with developmental disabilities or their families to overcome barriers to accessing the services they needed; to investigate and resolve abuse or neglect, or address other violations of their legal rights. Drnm provided 10 trainings and conducted outreach at 6 informational booths. Over 60% of these individuals were from minority or underserved communities drnm continues to work on legal rights for persons with developmental disabilities. Some of the issues that drnm worked on this period were: -- access to community services, such as medicaid -- restrictive guardianship/representative payees' issues -- rights-based individuals' advocacy -- investigations of abuse/neglect -- access to fair and equal housing -- access to appropriate special education services

Form 990, Page 2, Part III, Line 4B

Paimi - protection and advocacy for individuals with mental illness: in this program, drnm provided assistance to 135 individuals with mental illness. Over 60% of these individuals were from minority communities and about two-thirds were in residential treatment facilities at the time. Problems addressed in these cases included alleged abuse, neglect (including lack of adequate or appropriate treatment services, as well as discharge planning), or other rights violations. Drnm conducted on full blown investigation of a death that occurred at a psychiatric hospital. Drnm conducted at least 65 trainings and outreach sessions in mental health facilities around the state. Drnm staff worked on the following individual and systemic issues: -- mental health facility monitoring -- investigations of abuse/neglect -- seclusion/restraint -- guardianship and treatment guardianship issues -- rights to humane and safe environments -- rights of individuals in in-patient mental health facilities -- rights based individual advocacy -- access to community based services -- access to appropriate special education/school to jail pipeline -- kevin s. Court case settlement- focused on the state's failing child welfare system and state agencies agreed to implement plans to create a more robust system of care for children and families.

Form 990, Page 2, Part III, Line 4C

Pair - protection and advocacy for individual rights: the pair program at drnm serves individuals who have disabilities other than mental illness or a developmental disability. Drnm assisted 216 individuals in this program fiscal year addressing accessibility problems, barriers in accessing needed health care and support services and allegations of abuse or neglect. Pair staff also conducted trainings on disability services, self-advocacy, and the rights of persons with disabilities. Drnm had a total of 8 trainings on individual rights. Drnm provided information and training on expanded opportunities to access in the following areas: -- investigations of abuse/neglect -- rights based advocacy -- access to community based services -- access to appropriate special education services -- public access under ada -- appropriate access to medicaid self-directed programs -- access to accessible housing

Form 990, Page 2, Part III, Line 4D

Drnm's assistive technology team worked with the nm legislative council and the information technology teams with both the house and senate at the state capitol to ensure that all public meetings and hearings for the regular session will be set up to include closed captioning. Drnm's assistive technology team consulted with the city of santa fe's ada coordination team. A new santa fe ordinance mandates that all tvs in public places have the "closed captioning" option turned on. Drnm's team provided some content and editing services for the press release announcing the ordinance in an effort to ensure appropriate language was used in the press release and to maximize compliance. Drnm's voting team was invited by the coordinator for the native american election information program liaisons to present a training on disability awareness and voting accessibility. Liaisons from the eight northern pueblos attended to learn more about how the ada intersects with polling sites located on pueblos property for state, county and city elections and general disability awareness. Working interdisciplinary network of guardianship stakeholders (wings) was created by 2021's house bill 234. Drnm is a statutorily assigned member on the wings executive committee as well. As part of new mexico public education department (nmped) special education transformation team (sett) rule revision work group proposed important improvements to new mexico's special education rules. The group has proposed revisions of rules governing timely and appropriate evaluations and re-evaluations of students with disabilities for special education and related services, and is working toward putting the rule through nmped. This group, like the behavioral needs work group, is benefiting from the assistance of a group facilitator from empower ed.

Financial Statement Notes

Schedule D, Page 3, Part X

Drnm qualifies as a tax-exempt organization under the provisions of section 501(c)(3) of the internal revenue code. Accordingly, no provision or liability for the income taxes has been provided in the accompanying financial statements.

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IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY/TR
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IRS990/ProgSrvcAccomActy2Grp/Desc0PAIMI - PROTECTION AND ADVOCACY FOR INDIVIDUALS WITH MENTAL ILLNESS: IN THIS PROGRAM, DRNM PROVIDED ASSISTANCE TO 135 INDIVIDUALS WITH MENTAL ILLNESS. OVER 60% OF THESE INDIVIDUALS WERE FROM MINORITY COMMUNITIES AND ABOUT TWO-THIRDS WERE IN RESIDENTIAL TREATMENT FACILITIES AT THE TIME. PROBLEMS ADDRESSED IN THESE CASES INCLUDED ALLEGED ABUSE, NEGLECT (INCLUDING LACK OF ADEQUATE OR APPROPRIATE TREATMENT SERVICES, AS WELL AS DISCHARGE PLANNING), OR OTHER RIGHTS VIOLATIONS. DRNM CONDUCTED ON FULL BLOWN INVESTIGATION OF A DEATH THAT OCCURRED AT A PSYCHIATRIC HOSPITAL. DRNM CONDUCTED AT LEAST 65 TRAININGS AND OUTREACH SESSIONS IN MENTAL HEALTH FACILITIES AROUND THE STATE. DRNM STAFF WORKED ON THE FOLLOWING INDIVIDUAL AND SYSTEMIC ISSUES: -- MENTAL HEALTH FACILITY MONITORING -- INVESTIGATIONS OF ABUSE/NEGLECT -- SECLUSION/RESTRAINT -- GUARDIANSHIP AND TREATMENT GUARDIANSHIP ISSUES -- RIGHTS TO HUMANE AND SAFE ENVIRONMENTS -- RIGHTS OF INDIVIDUALS IN IN-PATIENT MENTAL HEALTH FACILITIES -- RIGHTS BASED INDIVIDUAL ADVOCACY -- ACCESS TO COMMUNITY BASED SERVICES -- ACCESS TO APPROPRIATE SPECIAL EDUCATION/SCHOOL TO JAIL PIPELINE -- KEVIN S. COURT CASE SETTLEMENT- FOCUSED ON THE STATE'S FAILING CHILD WELFARE SYSTEM AND STATE AGENCIES AGREED TO IMPLEMENT PLANS TO CREATE A MORE ROBUST SYSTEM OF CARE FOR CHILDREN AND FAMILIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0413345
IRS990/ProgSrvcAccomActy3Grp/Desc0PAIR - PROTECTION AND ADVOCACY FOR INDIVIDUAL RIGHTS: THE PAIR PROGRAM AT DRNM SERVES INDIVIDUALS WHO HAVE DISABILITIES OTHER THAN MENTAL ILLNESS OR A DEVELOPMENTAL DISABILITY. DRNM ASSISTED 216 INDIVIDUALS IN THIS PROGRAM FISCAL YEAR ADDRESSING ACCESSIBILITY PROBLEMS, BARRIERS IN ACCESSING NEEDED HEALTH CARE AND SUPPORT SERVICES AND ALLEGATIONS OF ABUSE OR NEGLECT. PAIR STAFF ALSO CONDUCTED TRAININGS ON DISABILITY SERVICES, SELF-ADVOCACY, AND THE RIGHTS OF PERSONS WITH DISABILITIES. DRNM HAD A TOTAL OF 8 TRAININGS ON INDIVIDUAL RIGHTS. DRNM PROVIDED INFORMATION AND TRAINING ON EXPANDED OPPORTUNITIES TO ACCESS IN THE FOLLOWING AREAS: -- INVESTIGATIONS OF ABUSE/NEGLECT -- RIGHTS BASED ADVOCACY -- ACCESS TO COMMUNITY BASED SERVICES -- ACCESS TO APPROPRIATE SPECIAL EDUCATION SERVICES -- PUBLIC ACCESS UNDER ADA -- APPROPRIATE ACCESS TO MEDICAID SELF-DIRECTED PROGRAMS -- ACCESS TO ACCESSIBLE HOUSING
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0240954
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DRNM'S ASSISTIVE TECHNOLOGY TEAM WORKED WITH THE NM LEGISLATIVE COUNCIL AND THE INFORMATION TECHNOLOGY TEAMS WITH BOTH THE HOUSE AND SENATE AT THE STATE CAPITOL TO ENSURE THAT ALL PUBLIC MEETINGS AND HEARINGS FOR THE REGULAR SESSION WILL BE SET UP TO INCLUDE CLOSED CAPTIONING. DRNM'S ASSISTIVE TECHNOLOGY TEAM CONSULTED WITH THE CITY OF SANTA FE'S ADA COORDINATION TEAM. A NEW SANTA FE ORDINANCE MANDATES THAT ALL TVS IN PUBLIC PLACES HAVE THE "CLOSED CAPTIONING" OPTION TURNED ON. DRNM'S TEAM PROVIDED SOME CONTENT AND EDITING SERVICES FOR THE PRESS RELEASE ANNOUNCING THE ORDINANCE IN AN EFFORT TO ENSURE APPROPRIATE LANGUAGE WAS USED IN THE PRESS RELEASE AND TO MAXIMIZE COMPLIANCE. DRNM'S VOTING TEAM WAS INVITED BY THE COORDINATOR FOR THE NATIVE AMERICAN ELECTION INFORMATION PROGRAM LIAISONS TO PRESENT A TRAINING ON DISABILITY AWARENESS AND VOTING ACCESSIBILITY. LIAISONS FROM THE EIGHT NORTHERN PUEBLOS ATTENDED TO LEARN MORE ABOUT HOW THE ADA INTERSECTS WITH POLLING SITES LOCATED ON PUEBLOS PROPERTY FOR STATE, COUNTY AND CITY ELECTIONS AND GENERAL DISABILITY AWARENESS. WORKING INTERDISCIPLINARY NETWORK OF GUARDIANSHIP STAKEHOLDERS (WINGS) WAS CREATED BY 2021'S HOUSE BILL 234. DRNM IS A STATUTORILY ASSIGNED MEMBER ON THE WINGS EXECUTIVE COMMITTEE AS WELL. AS PART OF NEW MEXICO PUBLIC EDUCATION DEPARTMENT (NMPED) SPECIAL EDUCATION TRANSFORMATION TEAM (SETT) RULE REVISION WORK GROUP PROPOSED IMPORTANT IMPROVEMENTS TO NEW MEXICO'S SPECIAL EDUCATION RULES. THE GROUP HAS PROPOSED REVISIONS OF RULES GOVERNING TIMELY AND APPROPRIATE EVALUATIONS AND RE-EVALUATIONS OF STUDENTS WITH DISABILITIES FOR SPECIAL EDUCATION AND RELATED SERVICES, AND IS WORKING TOWARD PUTTING THE RULE THROUGH NMPED. THIS GROUP, LIKE THE BEHAVIORAL NEEDS WORK GROUP, IS BENEFITING FROM THE ASSISTANCE OF A GROUP FACILITATOR FROM EMPOWER ED.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, DRNM SPENT 2,459 ON LOBBYING ACTIVITIES TO ADDRESS A PROPOSED MODIFICATION OF THE ADMISSION CRITERIA FOR TRIAGE CENTERS SERVING PERSONS WITH MENTAL ILLNESS; PROPOSED LIMITATIONS ON THE USE OF SECLUSION, RESTRAINT, SUSPENSION OR EXPULSION FOR STUDENTS WITH BEHAVIORAL HEALTH CHALLENGES; AND REQUIRING THE REPORTING OF DATA ON THE DIRECT CARE WORKFORCE SERVING PERSONS WITH DEVELOPMENTAL DISABILITIES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART IV
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DRNM QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR THE INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.80$1.75$2.66$2.64$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.84$1.50$2.35$2.36$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.86$1.48$2.30$2.27$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.92$1.60$2.29$2.19$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.99$1.44$2.46$2.12$0.35
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.94$1.07$2.19$2.07$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.99$0.95$1.94$1.89$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$1.01$0.89$1.88$1.85$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$1.01$0.84$1.90$1.85$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.14$0.75$2.03$1.77$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.15$0.51$1.71$1.71$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.15$0.49$1.80
2012Summary only. Only limited summary data is available for this year.$0.53$0.08$0.45$1.87$1.84$0.03
2011Summary only. Only limited summary data is available for this year.$0.48$0.09$0.39$1.83$1.94$0.11