Civic Intelligence

Repertory Dance Theatre

990 • Fiscal year 2016 • EIN 87-0332580

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 10, 2016

PO Box 510427Salt Lake City, UT 84151-0427

(801) 534-1000

Siviq Scores

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

Liabilities / Assets

87th percentile

0.62x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.12x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

38th percentile

-0.9%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$30,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

11th percentile

-17%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$156,084

Down $31,698 (-17%) from 2015

Net Assets

Down

$58,612

Down $7,065 (-11%) from 2015

Liabilities

Down

$97,472

Down $24,633 (-20%) from 2015

Revenue

Up

$830,083

Up $174,427 (+27%) from 2015

Expenses

Up

$837,148

Up $156,526 (+23%) from 2015

Net Income

Up

-$7,065

Up $17,901 (+72%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $125,182Liabilities 2010: $146,025Net Assets 2010: -$20,8432010Assets 2011: $111,570Liabilities 2011: $158,183Net Assets 2011: -$46,6132011Assets 2012: $184,058Liabilities 2012: $145,578Net Assets 2012: $38,4802012Assets 2013: $199,114Liabilities 2013: $133,486Net Assets 2013: $65,6282013Assets 2014: $188,910Liabilities 2014: $98,267Net Assets 2014: $90,6432014Assets 2015: $187,782Liabilities 2015: $122,105Net Assets 2015: $65,6772015Assets 2016: $156,084Liabilities 2016: $97,472Net Assets 2016: $58,6122016Assets 2017: $186,894Liabilities 2017: $109,872Net Assets 2017: $77,0222017Assets 2018: $169,768Liabilities 2018: $107,364Net Assets 2018: $62,4042018Assets 2019: $246,570Liabilities 2019: $122,546Net Assets 2019: $124,0242019Assets 2020: $226,186Liabilities 2020: $149,939Net Assets 2020: $76,2472020Assets 2021: $446,278Liabilities 2021: $115,321Net Assets 2021: $330,9572021Assets 2022: $557,073Liabilities 2022: $27,600Net Assets 2022: $529,4732022Assets 2023: $605,442Liabilities 2023: $48,325Net Assets 2023: $557,1172023Assets 2025: $587,965Liabilities 2025: $32,785Net Assets 2025: $555,1802025

Highlighted filing

2016

Assets$156,084
Liabilities$97,472
Net Assets$58,612

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $723,8922010Expenses 2011: $658,8752011Revenue 2012: $649,235Expenses 2012: $564,142Net Income 2012: $85,0932012Revenue 2013: $708,268Expenses 2013: $681,120Net Income 2013: $27,1482013Revenue 2014: $742,468Expenses 2014: $717,453Net Income 2014: $25,0152014Revenue 2015: $655,656Expenses 2015: $680,622Net Income 2015: -$24,9662015Revenue 2016: $830,083Expenses 2016: $837,148Net Income 2016: -$7,0652016Revenue 2017: $802,442Expenses 2017: $784,122Net Income 2017: $18,3202017Revenue 2018: $806,824Expenses 2018: $821,558Net Income 2018: -$14,7342018Revenue 2019: $889,526Expenses 2019: $827,196Net Income 2019: $62,3302019Revenue 2020: $766,748Expenses 2020: $814,739Net Income 2020: -$47,9912020Revenue 2021: $956,410Expenses 2021: $703,378Net Income 2021: $253,0322021Revenue 2022: $1,169,576Expenses 2022: $968,585Net Income 2022: $200,9912022Revenue 2023: $1,069,835Expenses 2023: $1,043,548Net Income 2023: $26,2872023Revenue 2025: $1,025,775Expenses 2025: $1,031,535Net Income 2025: -$5,7602025

Highlighted filing

2016

Revenue$830,083
Expenses$837,148
Net Income-$7,065
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 10, 2016
Return Version
2015v3.0
Gross Receipts
$847,355
Mission and Program Overview

Mission

Repertory dance theatre is dedicated to the creation, performance, perpetuation, and appreciation of modern dance. The organization's programs are designed to nuture artists, inspire artistic collaboration, impact community, and engage audiences to make meaningful connections about life, art, and humanity.

To aid in the decentralization of the arts and to reach audiences outside the metropolitan centers. The organization is committed to arts education and bringing those arts to audiences large and small. It strives to broaden the public's understanding fo the art of modern dance through a variety of community-based programs and acts as a resource center and laboratory for dancers, choreographers, visual artists, writers, and composers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$94,485$64,784▼ $29,701
Pledges and Grants Receivable$85,953$64,332▼ $21,621
Cash and Non-Interest-Bearing Accounts$584$20,241▲ $19,657
Land, Buildings, and Equipment, Net$3,498$2,585▼ $913
Savings and Temporary Cash Investments$1,623$1,584▼ $39
Accounts Receivable$1,639$1,479▼ $160
Total Assets$187,782$156,084▼ $31,698
Other Assets Total-$1,079-
Liabilities
Other Liabilities$76,433$73,400▼ $3,033
Accounts Payable and Accrued Expenses$40,595$19,496▼ $21,099
Deferred Revenue$5,077$4,576▼ $501
Total Liabilities$122,105$97,472▼ $24,633
Net Assets / Fund Balance
Temporarily Rstr Net Assets$109,928$116,332▲ $6,404
Unrestricted Net Assets$-44,251$-57,720▼ $13,469
Total Net Assets Fund Balance$65,677$58,612▼ $7,065
Total Liabilities and Net Assets / Fund Balance$187,782$156,084▼ $31,698

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,585$69,605$72,190
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda C SmithEx. DirectorFT$30,000$30,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$597,236
Program Service Revenue
$244,703
Investment Income
$1
Other Revenue
$-11,857
All Other Contributions
$199,100
Change in Net Assets
$-7,065

Audited Revenue Reconciliation

Revenue per Audited Statements
$826,268
Revenue Not Reported on Financial Statements
$3,815
Revenue Not Reported on Form 990
$29,329
Other Revenue Adjustments
$3,815
Total Revenue per Audited Statements
$855,597
Total Revenue per Form 990
$830,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$451,769
Other Expenses$385,379
Total Fundraising Expense$72,559
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$244,451$60,711$45,446$350,608
Travel$56,089--$56,089
Payroll Taxes$28,637$7,934$4,959$41,530
Occupancy$31,163$4,618$2,886$38,667
Advertising$35,656--$35,656
Office Expenses$20,500$7,117$4,236$31,853
Current Officers, Directors, Trustees, and Key Employees$18,000$12,000-$30,000
Other Employee Benefits$8,314$13,118$8,199$29,631
Fees for Services Other-$13,468$1,806$15,274
Interest-$10,014-$10,014
Fees for Services Accounting-$6,771-$6,771
Insurance$1,830$2,887$1,804$6,521
Conferences and Meetings$1,615$2,547$1,592$5,754
Other Expenses$641$1,423$633$2,697
Depreciation Depletion$629$174$109$912
Total Functional Expenses$615,682$148,907$72,559$837,148

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$862,662
Expenses per Audited Statements$837,148
Total Expenses per Form 990$837,148
Expenses Not Reported on Form 990$25,514
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,957
Fundraising Gross Income$3,815
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Performance Rec$22,244$3,815$4,590$-775
Total Events$22,244$3,815$15,957$-12,142
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Chase Bank Line of Credit$49,975
Wells Fargo Line of Credit$23,425
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization's treasurer reviews the form 990, presents it to the finance committee, and then discusses it with the entire board of directors.

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

The board shall review each member's annual conflict of interest questionnaire and any other disclosures regarding the financial interest of its members. After disclosure of the financial interest, the interested person shall leave the board meeting while the remaining board members discuss and vote on whether a conflict of interest exists. After excercising due diligence, the governing board shall determine whether the organization can obtain with reasonable effort a more advantageous transaction or arrangement from a person or entity that would not produce a conflict of interest. The interested person shall not be present in the room during the determination. If an alternative transaction or arrangement is not possible, the governing board shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the best interests of the organization, for its own benefit, and fair and reasonable. Based on these determinations, the board shall make its decision on whether to enter into the transaction or arrangement. If the commitee has reason to believe an individual has failed to disclose actual or potential conflicts of interest, it will inform the member and allow him or her to explain the alleged failure to disclose. If the committee still has reason to believe a conflict of interest exists after the alleged conflict is explained, it will take corrective action.

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

Compensation for the executive director is determined by independent persons(the board of directors, excluding the executive director). Factors considered in determining compensation include cost of living data, market comparison information, duration of employment, and job performance. The exeucutive board reviews this information and votes on compensation as part of the overall proposed budget each year. The vote is recorded in the minutes.

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

Compensation for other employees is determined by independent persons(the board of directors, excluding the executive director). Factors considered in determining compensation include cost of living data, market comparison information, duration of employment, and job performance. The exeucutive board reviews this information and votes on compensation as part of the overall proposed budget each year. The vote is recorded in the minutes.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available for inspection by the public upon request at the organization's offices, during normal business hours.

Filing and Contact Details

Filer

Filer Name
Repertory Dance Theatre
EIN
87-0332580
Phone
8015341000
Address
PO BOX 510427, SALT LAKE CITY, UT 84151-0427

Signing Officer

Name
Linda C Smith
Title
Ex. Director
Phone
8015341000
Signed
2016-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda C Smith
Formed
1966
Legal Domicile
Ut
Voting Board Members
16
Independent Board Members
16
Employees
14
Volunteers
50

Preparer

Firm
Shaw & Co Pc
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Justin R Shaw CPA Cfe Cgma
Phone
8012943155
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To aid in the decentralization of the arts and to reach audiences outside the metropolitan centers. The organization is committed to arts education and bringing those arts to audiences large and small. It strives to broaden the public's understanding fo the art of modern dance through a variety of community-based programs and acts as a resource center and laboratory for dancers, choreographers, visual artists, writers, and composers.

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

During fy16, the organization completed the following program accomplishments: - 4 home season concerts (10 public performances) at the rose wagner performing arts center in salt lake city, ut (october 2015: ritual; november 2015: revel; february 2016: regalia; april 2016: revere) reaching 2,726 people. - 7 free matinees for utah students and teachers k-12th grade reaching 3,753 people. - a monthly family-oriented "ring around the rose" arts appreciation series (september - may) featured 9 unique artists and groups reaching 1,327 people. - a total of 23 unique performances throughout the wasatch front, playing an active part in utah's cultural development and reaching approx. 7,738 people. - 7 unique rogue performances, brown bags, and showings with creative partners around the valley reaching approx. 1,375 people. - rdt's link series presented 3 individual shows by three artists/groups reaching approx. 695 people. - rdt presents... Showcased two artists during the 50th anniversary. Bill evans 75 and claire porter: portables, reaching approx. 191 people. - 5 1/2 week on tour in 3 states: or, ut, and wa reaching approx. 17,185 people. - 679 hours of arts-in-education instruction (movement classes, lecture- demonstrations, teacher workshops and choreographic services) to utah elementary schools, junior highs, and high schools at no charge reaching 29,912 students and 1,615 teachers. - rdt's dance center of broadway offered 11 weekly classes reaching 4,432 people over 50 weeks. Started first satellite class in daybreak, south jordan, for active seniors with a 12 week pilot program from april-july 2016. - 48,006 people served with all rdt programs, in and out of state.

Form 990, Part XI, Line 9

Special events expenses 15,957 donated food 611 cogs 1,315 fmv donated auction items -3,815 special events expenses -12,142 donated food -611 cogs -1,315

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Special events expenses 15,957 donated food 611 cogs 1,315

Schedule D, Page 4, Part XI, Line 4B

Fmv donated auction items 3,815

Schedule D, Page 4, Part XII, Line 2D

Special events expenses 12,142 donated food 611 cogs 1,315

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IRS990/Form990PartVIISectionAGrp/PersonNm2KANITA LIPJANKIC
IRS990/Form990PartVIISectionAGrp/PersonNm3RUSTY BOLLOW
IRS990/Form990PartVIISectionAGrp/PersonNm4JOANNA JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm5JANET GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm6MANDY AL-KHUDAIRI
IRS990/Form990PartVIISectionAGrp/PersonNm7CYNTHIA YEO
IRS990/Form990PartVIISectionAGrp/PersonNm8METTA DRISCOLL
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN DAICH
IRS990/Form990PartVIISectionAGrp/PersonNm10LYNNE WIMMER
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID TUNDERMANN
IRS990/Form990PartVIISectionAGrp/PersonNm12PAM MCCOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm13AMY FOWLER
IRS990/Form990PartVIISectionAGrp/PersonNm14KAREN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm15JAELYNN JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm16NATOSHA WASHINGTON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EX. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/MissionDesc0TO AID IN THE DECENTRALIZATION OF THE ARTS AND TO REACH AUDIENCES OUTSIDE THE METROPOLITAN CENTERS. THE ORGANIZATION IS COMMITTED TO ARTS EDUCATION AND BRINGING THOSE ARTS TO AUDIENCES LARGE AND SMALL. IT STRIVES TO BROADEN THE PUBLIC'S UNDERSTANDING FO THE ART OF MODERN DANCE THROUGH A VARIETY OF COMMUNITY-BASED PROGRAMS AND ACTS AS A RESOURCE CENTER AND LABORATORY FOR DANCERS, CHOREOGRAPHERS, VISUAL ARTISTS, WRITERS, AND COMPOSERS.
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IRS990/OtherExpensesGrp/Desc0DIRECT PRODUCTION COSTS
IRS990/OtherExpensesGrp/Desc1MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0889
IRS990/OtherExpensesGrp/FundraisingAmt1633
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04433
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11692
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21423
IRS990/OtherExpensesGrp/ProgramServicesAmt0167255
IRS990/OtherExpensesGrp/ProgramServicesAmt1902
IRS990/OtherExpensesGrp/ProgramServicesAmt2641
IRS990/OtherExpensesGrp/TotalAmt0167255
IRS990/OtherExpensesGrp/TotalAmt14433
IRS990/OtherExpensesGrp/TotalAmt23483
IRS990/OtherExpensesGrp/TotalAmt32697
IRS990/OtherLiabilitiesGrp/BOYAmt076433
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045446
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060711
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0244451
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04959
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07934
IRS990/PayrollTaxesGrp/ProgramServicesAmt028637
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt085953
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt094485
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064784
IRS990/PrincipalOfficerNm0LINDA C SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS AND PRESENTING INC
IRS990/ProgramServiceRevenueGrp/Desc1DANCE EDUCATION TUITION FEES
IRS990/ProgramServiceRevenueGrp/Desc2CONTRACT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt086455
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt179348
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt278900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt086455
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt179348
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt278900
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0506162
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0848
IRS990/PYOtherExpensesAmt0281157
IRS990/PYOtherRevenueAmt0-2752
IRS990/PYProgramServiceRevenueAmt0151398
IRS990/PYRevenuesLessExpensesAmt0-24966
IRS990/PYSalariesCompEmpBnftPaidAmt0399465
IRS990/PYTotalExpensesAmt0680622
IRS990/PYTotalRevenueAmt0655656
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-7065
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0244703
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01623
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01584
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 3,711 HEALTH INSURANCE CREDIT 19,031
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0421235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0447676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0331278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0393367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02104305
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0385
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.03$0.56$1.03$1.03$0.01
2023Summary only. Only limited summary data is available for this year.$0.61$0.05$0.56$1.07$1.04$0.03
2022Summary only. Only limited summary data is available for this year.$0.56$0.03$0.53$1.17$0.97$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.12$0.33$0.96$0.70$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.15$0.08$0.77$0.81$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.12$0.12$0.89$0.83$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.11$0.06$0.81$0.82$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.11$0.08$0.80$0.78$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.10$0.06$0.83$0.84$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.12$0.07$0.66$0.68$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.10$0.09$0.74$0.72$0.03
2013Summary only. Only limited summary data is available for this year.$0.20$0.13$0.07$0.71$0.68$0.03
2012Summary only. Only limited summary data is available for this year.$0.18$0.15$0.04$0.65$0.56$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.16$0.05$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.15$0.02$0.72