Civic Intelligence

Conling Chen Benevolent Trust

990PF • Fiscal year 2014 • EIN 93-6208669

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 15, 2015

Organization Profile
405 Kelse CTRoseville, CA 95661

(707) 255-1215

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

3904%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$183,245

Up $19,449 (+12%) from 2013

Net Assets

Up

$183,150

Up $19,449 (+12%) from 2013

Liabilities

Flat

$95

Flat from 2013

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin98th percentile

Revenue

Up

$20,699

Up $20,182 (+3904%) from 2013

Expenses

Flat

$1,250

Flat from 2013

Net Income

Up

$19,449

Up $20,182 (+2753%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0Assets 2010: $199,656Liabilities 2010: $0Net Assets 2010: $199,6562010Assets 2011: $157,814Liabilities 2011: $0Net Assets 2011: $157,8142011Assets 2012: $166,084Liabilities 2012: $1,650Net Assets 2012: $164,4342012Assets 2013: $163,796Liabilities 2013: $95Net Assets 2013: $163,7012013Assets 2014: $183,245Liabilities 2014: $95Net Assets 2014: $183,1502014Assets 2015: $181,358Liabilities 2015: $95Net Assets 2015: $181,2632015Assets 2016: $140,484Liabilities 2016: $95Net Assets 2016: $140,3892016Assets 2017: $141,099Liabilities 2017: $95Net Assets 2017: $141,0042017Assets 2018: $135,823Liabilities 2018: $95Net Assets 2018: $135,7282018Assets 2019: $129,026Liabilities 2019: $95Net Assets 2019: $128,9312019Assets 2020: $129,053Liabilities 2020: $95Net Assets 2020: $128,9582020Assets 2021: $122,545Liabilities 2021: $95Net Assets 2021: $122,4502021Assets 2022: $122,625Liabilities 2022: $0Net Assets 2022: $122,6252022Assets 2023: $125,756Liabilities 2023: $0Net Assets 2023: $125,7562023Assets 2024: $131,220Liabilities 2024: $0Net Assets 2024: $131,2202024

Highlighted filing

2014

Assets$183,245
Liabilities$95
Net Assets$183,150
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$40K$20K$0-$20K-$40K-$60KExpenses 2010: $1,7132010Expenses 2011: $3,1172011Expenses 2012: $2,3762012Revenue 2013: $517Expenses 2013: $1,250Net Income 2013: -$7332013Revenue 2014: $20,699Expenses 2014: $1,250Net Income 2014: $19,4492014Revenue 2015: $7,351Expenses 2015: $9,238Net Income 2015: -$1,8872015Revenue 2016: -$39,567Expenses 2016: $1,307Net Income 2016: -$40,8742016Revenue 2017: $2,265Expenses 2017: $1,650Net Income 2017: $6152017Revenue 2018: $265Expenses 2018: $5,241Net Income 2018: -$4,9762018Revenue 2019: $325Expenses 2019: $7,122Net Income 2019: -$6,7972019Revenue 2020: $27Expenses 2020: $0Net Income 2020: $272020Revenue 2021: $12Expenses 2021: $6,520Net Income 2021: -$6,5082021Revenue 2022: $175Expenses 2022: $0Net Income 2022: $1752022Revenue 2023: $3,131Expenses 2023: $0Net Income 2023: $3,1312023Revenue 2024: $5,464Expenses 2024: $0Net Income 2024: $5,4642024

Highlighted filing

2014

Revenue$20,699
Expenses$1,250
Net Income$19,449
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SHIELDSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Conling Chen Benevolent Trust
EIN
93-6208669
Address
405 KELSE CT, ROSEVILLE, CA 95661

Signing Officer

Name
James M Shields
Title
Trustee
Phone
9253480345
Signed
2015-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Dean M Lumbert CPA
Address
1732 Jefferson St Ste 8, Napa, CA 94559-1737
Preparer
Dean M Lumbert
Phone
7072551215
Raw XML Appendix207 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0159033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SCHWAB STOCK ACCOUNT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt05650
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt012966
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NON DIV DISTRIBUTION
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt020699
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt020699
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt013798
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012966
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05650
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt019449
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt063195
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012966
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IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt012966
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt02082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt01250
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020699
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt063195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0KINDER MORGAN ENERGY LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012966
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt012966
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt019449
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0183150
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0163701
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0183150
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07563
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07563
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07563
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07952
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0389
IRS990PF/DistributableAmountGrp/TotalTaxAmt0389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0182660
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt095
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt095
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09229
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0159618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0159033
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0163701
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0183150
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0154567
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt023627
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt023627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0163796
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0183245
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0182660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0163796
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0183245
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0163701
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0183150
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0182655
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023622
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0159033
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023622
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07952
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0159033
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0182655
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES SHIELDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0405 KELSE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROSEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095661
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X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 SHIELDS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0405 KELSE CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROSEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095661
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09253480345
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07563
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07563
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02082
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02082
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02082
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL AND ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01250
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M SHIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09253480345
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONLING CHEN BENEVOLENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHEN
ReturnHeader/Filer/EIN0936208669
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 KELSE CT
ReturnHeader/Filer/USAddress/CityNm0ROSEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dean M Lumbert CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01732 Jefferson St Ste 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Napa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945591737
ReturnHeader/PreparerPersonGrp/PhoneNum07072551215
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dean M Lumbert
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-19T11:18:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,245
Liabilities
$95
Net assets
$183,150
Revenue
$20,699
Expenses
$1,250
Net income
$19,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.00$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.22$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.02$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.40$0.01$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.21$0.01$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.01$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.66$0.02$1.64$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.03
2010Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.02