Civic Intelligence

The Berkeley School

990 • Fiscal year 2023 • EIN 94-1571768

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 22, 2024

Organization Profilewww.theberkeleyschool.org

View Organization Page

1310 University AveBerkeley, CA 94702

(510) 665-8800

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.66x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

1.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

30th percentile

-2.7%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$342,299

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

38th percentile

2.4%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$13,264,717

Up $312,279 (+2.4%) from 2022

Net Assets

Down

$4,506,642

Down $202,075 (-4.3%) from 2022

Liabilities

Up

$8,758,075

Up $514,354 (+6.2%) from 2022

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin30th percentile

Revenue

Down

$7,400,839

Down $1,617,098 (-18%) from 2022

Expenses

Up

$7,602,914

Up $108,175 (+1.4%) from 2022

Net Income

Down

-$202,075

Down $1,725,273 (-113%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,546,436Liabilities 2011: $10,214,010Net Assets 2011: $2,332,4262011Assets 2012: $12,884,505Liabilities 2012: $10,493,441Net Assets 2012: $2,391,0642012Assets 2013: $12,596,785Liabilities 2013: $10,587,324Net Assets 2013: $2,009,4612013Assets 2014: $12,786,116Liabilities 2014: $10,520,398Net Assets 2014: $2,265,7182014Assets 2015: $13,239,202Liabilities 2015: $10,753,945Net Assets 2015: $2,485,2572015Assets 2016: $13,085,825Liabilities 2016: $10,453,747Net Assets 2016: $2,632,0782016Assets 2017: $12,821,833Liabilities 2017: $9,879,013Net Assets 2017: $2,942,8202017Assets 2018: $12,331,719Liabilities 2018: $9,355,584Net Assets 2018: $2,976,1352018Assets 2019: $12,393,435Liabilities 2019: $9,365,938Net Assets 2019: $3,027,4972019Assets 2020: $11,350,909Liabilities 2020: $8,794,395Net Assets 2020: $2,556,5142020Assets 2021: $11,572,744Liabilities 2021: $8,387,225Net Assets 2021: $3,185,5192021Assets 2022: $12,952,438Liabilities 2022: $8,243,721Net Assets 2022: $4,708,7172022Assets 2023: $13,264,717Liabilities 2023: $8,758,075Net Assets 2023: $4,506,6422023Assets 2024: $15,070,001Liabilities 2024: $10,056,202Net Assets 2024: $5,013,7992024Assets 2025: $13,697,403Liabilities 2025: $9,025,186Net Assets 2025: $4,672,2172025

Highlighted filing

2023

Assets$13,264,717
Liabilities$8,758,075
Net Assets$4,506,642
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,861,616Expenses 2011: $6,065,037Net Income 2011: -$203,4212011Expenses 2012: $6,048,2442012Revenue 2013: $6,195,198Expenses 2013: $6,576,801Net Income 2013: -$381,6032013Revenue 2014: $6,447,075Expenses 2014: $6,190,818Net Income 2014: $256,2572014Revenue 2015: $6,869,122Expenses 2015: $6,649,583Net Income 2015: $219,5392015Revenue 2016: $7,279,696Expenses 2016: $7,132,875Net Income 2016: $146,8212016Revenue 2017: $7,904,245Expenses 2017: $7,593,503Net Income 2017: $310,7422017Revenue 2018: $7,799,641Expenses 2018: $7,766,326Net Income 2018: $33,3152018Revenue 2019: $8,107,056Expenses 2019: $8,055,694Net Income 2019: $51,3622019Revenue 2020: $7,761,867Expenses 2020: $8,232,850Net Income 2020: -$470,9832020Revenue 2021: $7,547,256Expenses 2021: $6,918,251Net Income 2021: $629,0052021Revenue 2022: $9,017,937Expenses 2022: $7,494,739Net Income 2022: $1,523,1982022Revenue 2023: $7,400,839Expenses 2023: $7,602,914Net Income 2023: -$202,0752023Revenue 2024: $7,830,002Expenses 2024: $7,322,845Net Income 2024: $507,1572024Revenue 2025: $7,180,066Expenses 2025: $7,521,648Net Income 2025: -$341,5822025

Highlighted filing

2023

Revenue$7,400,839
Expenses$7,602,914
Net Income-$202,075
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 22, 2024
Return Version
2022v5.0
Gross Receipts
$7,400,839
Mission and Program Overview

Mission

To ignite curious minds, awaken generous hearts and engage in a changing world.

A preschool-8th grade independent school whose mission is to ignite curious minds, awaken generous hearts, and engage a changing world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,917,420$6,645,735▼ $271,685
Investments in Publicly Traded Securities$2,419,327$5,041,285▲ $2,621,958
Savings and Temporary Cash Investments$2,271,362$656,527▼ $1,614,835
Accounts Receivable$12,414$477,281▲ $464,867
Prepaid Expenses and Deferred Charges$51,967$77,816▲ $25,849
Cash and Non-Interest-Bearing Accounts-$20,870-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$12,952,438$13,264,717▲ $312,279
Other Assets Total$1,279,948$345,203▼ $934,745
Liabilities
Tax Exempt Bond Liabilities$4,680,909$4,512,858▼ $168,051
Deferred Revenue$3,096,991$3,535,066▲ $438,075
Accounts Payable and Accrued Expenses$465,821$710,151▲ $244,330
Total Liabilities$8,243,721$8,758,075▲ $514,354
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,678,414$4,444,748▼ $233,666
Net Assets With Donor Restrictions$30,303$61,894▲ $31,591
Total Net Assets Fund Balance$4,708,717$4,506,642▼ $202,075
Total Liabilities and Net Assets / Fund Balance$12,952,438$13,264,717▲ $312,279

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,094,483$3,916,234$8,010,717
Leasehold Improvements$693,581$1,406,002$2,099,583
Land$1,755,608-$1,755,608
Equipment$65,383$628,213$693,596
Other Land Buildings$36,680-$36,680
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitch BostianHead of SchoolFT$329,365$12,934$342,299
Elise WilksCFOFT$141,300$1,857$143,157
Christine ChunDirector Teaching/AdvcFT$122,062$8,010$130,072
Paula FarmerDirector Comm/BelongingFT$112,353$8,398$120,751
Lamar JohnsonDirector Enrlmnt/OutrchFT$111,552$5,871$117,423
Randy YeeControllerFT$102,317$11,505$113,822

Board Members and Trustees

NameTitle
Brian Scott AmbroschBoard Chair
Fabiano ValerioVice Chair
Alegria BarclayTrustee
Allison MacbethTrustee
Andy SingerTrustee
Carol StarksTrustee
Cathy HunterTrustee
Katherine Kate Ai LeTrustee
Lisa HaneyTrustee
Nancy NagramadaTrustee
Taryn GroganTrustee
Tim NunesTrustee
Sarah KingSecretary
Deborah VolkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,672
Program Service Revenue
$7,050,518
Investment Income
$102,732
Other Revenue
$2,917
All Other Contributions
$193,072
Change in Net Assets
$-202,075

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,424,014
Revenue Not Reported on Financial Statements
$976,825
Other Revenue Adjustments
$976,825
Total Revenue per Audited Statements
$6,424,014
Total Revenue per Form 990
$7,400,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,195,000
Other Expenses$1,431,089
Grants and Similar Amounts Paid$976,825
Total Fundraising Expense$81,276
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,538,113$361,807$16,239$3,916,159
Grants to Domestic Individuals$976,825--$976,825
Current Officers, Directors, Trustees, and Key Employees$329,079$213,288$18,916$561,283
Other Employee Benefits$320,644$44,220$2,514$367,378
Depreciation Depletion$314,297$24,445$10,477$349,219
Payroll Taxes$284,372$41,969$2,550$328,891
Office Expenses$86,720$113,859$5,634$206,213
Interest$146,243$11,375$4,874$162,492
Occupancy$145,565$11,322$4,852$161,739
Information Technology$83,957$22,389$5,597$111,943
Insurance$30,144$26,691$1,005$57,840
Advertising-$51,566-$51,566
Fees for Services Legal-$45,845-$45,845
Fees for Services Accounting-$38,102-$38,102
Travel$28,936--$28,936
Pension Plan Contributions$19,586$1,644$59$21,289
Other Expenses$42,380$10,678$8,559$19,237
Total Functional Expenses$6,498,753$1,022,885$81,276$7,602,914

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,602,914
Expenses per Audited Statements$6,626,089
Total Expenses per Audited Statements$6,626,089
Expenses Not Reported on Financial Statements$976,825
Other Expense Adjustments$976,825
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACeda2022-06-01$4,776,000Refund existing debt

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,776,000$4,695,980-$80,020

Bond Financing Compliance

Gross proceeds invested in GIC
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 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
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, Part VI, Section B, Line 11B

“The form 990 is reviewed by CFO and the audit committee before being forwarded to all members of the Board for final review before approval.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed every year and will be specifically addressed if a situation arises. A conflict of interest form is signed annually.”

Form 990, Part VI, Section B, Line 15A

“The compensation committee of the Board of Directors reviews salary data on an annual basis from independent sources for comparable sized organizations and documents their decision making process.”

Form 990, Part VI, Section B, Line 15B

“The compensation committee of the Board of Directors reviews salary data on an annual basis from independent sources for comparable sized organizations and documents their decision making process.”

Form 990, Part VI, Section C, Line 19

“The school makes available their governing documents, conflict of interest policy, and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Berkeley School
EIN
94-1571768
Phone
5106658800
Address
1310 University Ave, Berkeley, CA 94702

Signing Officer

Name
Elise Wilks
Title
CFO
Signed
2024-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitch Bostian
Formed
1963
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
90
Volunteers
100

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
548 Market St PMB 97503, San Francisco, CA 94104
Preparer
Tierna Jensen
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of June 30, 2023 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Tuition Assistance $976825”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Tuition assistance $976825”

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IRS990/Form990PartVIISectionAGrp/PersonNm4Lamar Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm5Randy Yee
IRS990/Form990PartVIISectionAGrp/PersonNm6Brian Scott Ambrosch
IRS990/Form990PartVIISectionAGrp/PersonNm7Fabiano Valerio
IRS990/Form990PartVIISectionAGrp/PersonNm8Sarah King
IRS990/Form990PartVIISectionAGrp/PersonNm9Deborah Volk
IRS990/Form990PartVIISectionAGrp/PersonNm10Andy Singer
IRS990/Form990PartVIISectionAGrp/PersonNm11Allison Macbeth
IRS990/Form990PartVIISectionAGrp/PersonNm12Tim Nunes
IRS990/Form990PartVIISectionAGrp/PersonNm13Alegria Barclay
IRS990/Form990PartVIISectionAGrp/PersonNm14Cathy Hunter
IRS990/Form990PartVIISectionAGrp/PersonNm15Nancy Nagramada
IRS990/Form990PartVIISectionAGrp/PersonNm16Taryn Grogan
IRS990/Form990PartVIISectionAGrp/PersonNm17Carol Starks
IRS990/Form990PartVIISectionAGrp/PersonNm18Lisa Haney
IRS990/Form990PartVIISectionAGrp/PersonNm19Katherine Kate Ai Le
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Dir Teaching/Advc
IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir Comm/Belonging
IRS990/Form990PartVIISectionAGrp/TitleTxt4Dir Enrlmnt/Outrch
IRS990/Form990PartVIISectionAGrp/TitleTxt5Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantAmt0976825
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt022389
IRS990/InformationTechnologyGrp/ProgramServicesAmt083957
IRS990/InformationTechnologyGrp/TotalAmt0111943
IRS990/InsuranceGrp/FundraisingAmt01005
IRS990/InsuranceGrp/ManagementAndGeneralAmt026691
IRS990/InsuranceGrp/ProgramServicesAmt030144
IRS990/InsuranceGrp/TotalAmt057840
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt04874
IRS990/InterestGrp/ManagementAndGeneralAmt011375
IRS990/InterestGrp/ProgramServicesAmt0146243
IRS990/InterestGrp/TotalAmt0162492
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102732
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt06645735
IRS990/LandBldgEquipCostOrOtherBssAmt012596184
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To ignite curious minds, awaken generous hearts and engage in a changing world.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt04506642
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04444748
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IRS990/OccupancyGrp/ManagementAndGeneralAmt011322
IRS990/OccupancyGrp/ProgramServicesAmt0145565
IRS990/OccupancyGrp/TotalAmt0161739
IRS990/OfficeExpensesGrp/FundraisingAmt05634
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0113859
IRS990/OfficeExpensesGrp/ProgramServicesAmt086720
IRS990/OfficeExpensesGrp/TotalAmt0206213
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0345203
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02514
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044220
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0320644
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0367378
IRS990/OtherExpensesGrp/Desc0School supplies
IRS990/OtherExpensesGrp/Desc1Staff development & meetings
IRS990/OtherExpensesGrp/Desc2Other
IRS990/OtherExpensesGrp/FundraisingAmt08559
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03685
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110678
IRS990/OtherExpensesGrp/ProgramServicesAmt0151892
IRS990/OtherExpensesGrp/ProgramServicesAmt142380
IRS990/OtherExpensesGrp/TotalAmt0151892
IRS990/OtherExpensesGrp/TotalAmt146065
IRS990/OtherExpensesGrp/TotalAmt219237
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0361807
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03538113
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt041969
IRS990/PayrollTaxesGrp/ProgramServicesAmt0284372
IRS990/PayrollTaxesGrp/TotalAmt0328891
IRS990/PensionPlanContributionsGrp/FundraisingAmt059
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01644
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019586
IRS990/PensionPlanContributionsGrp/TotalAmt021289
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051967
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077816
IRS990/PrincipalOfficerNm0Mitch Bostian
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0Before and after school
IRS990/ProgramServiceRevenueGrp/Desc1Break camps
IRS990/ProgramServiceRevenueGrp/Desc2Other school fees
IRS990/ProgramServiceRevenueGrp/Desc3Summer school programs
IRS990/ProgramServiceRevenueGrp/Desc4Tuition

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,264,717
Liabilities
$8,758,075
Net assets
$4,506,642
Revenue
$7,400,839
Expenses
$7,602,914
Net income
-$202,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.7$9.03$4.67$7.18$7.52$0.34
2024Detailed filing. Detailed filing data is available for this year.$15.1$10.1$5.01$7.83$7.32$0.51
2023Detailed filing. Detailed filing data is available for this year.$13.3$8.76$4.51$7.40$7.60$0.20
2022Detailed filing. Detailed filing data is available for this year.$13.0$8.24$4.71$9.02$7.49$1.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$8.39$3.19$7.55$6.92$0.63
2020Detailed filing. Detailed filing data is available for this year.$11.4$8.79$2.56$7.76$8.23$0.47
2019Detailed filing. Detailed filing data is available for this year.$12.4$9.37$3.03$8.11$8.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$12.3$9.36$2.98$7.80$7.77$0.03
2017Detailed filing. Detailed filing data is available for this year.$12.8$9.88$2.94$7.90$7.59$0.31
2016Detailed filing. Detailed filing data is available for this year.$13.1$10.5$2.63$7.28$7.13$0.15
2015Summary only. Only limited summary data is available for this year.$13.2$10.8$2.49$6.87$6.65$0.22
2014Summary only. Only limited summary data is available for this year.$12.8$10.5$2.27$6.45$6.19$0.26
2013Summary only. Only limited summary data is available for this year.$12.6$10.6$2.01$6.20$6.58$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$10.5$2.39$6.05
2011Summary only. Only limited summary data is available for this year.$12.5$10.2$2.33$5.86$6.07$0.20