Civic Intelligence

Solid Rock Foundation

990PF • Fiscal year 2023 • EIN 94-3155938

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 24, 2024

Organization Profile
3053 Fillmore Street 171San Francisco, CA 94123

(650) 862-5001

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

204%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$62,167,858

Up $9,213,640 (+17%) from 2022

Net Assets

Up

$62,167,858

Up $9,213,640 (+17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin94th percentile

Revenue

Up

$12,534,354

Up $8,405,478 (+204%) from 2022

Expenses

Down

$3,230,493

Down $22,781 (-0.7%) from 2022

Net Income

Up

$9,303,861

Up $8,428,259 (+963%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,315,139Liabilities 2011: $65,0002011Assets 2012: $16,288,387Liabilities 2012: $0Net Assets 2012: $16,288,3872012Assets 2013: $15,937,528Liabilities 2013: $0Net Assets 2013: $15,937,5282013Assets 2014: $18,049,592Liabilities 2014: $30,000Net Assets 2014: $18,019,5922014Assets 2015: $17,595,892Liabilities 2015: $0Net Assets 2015: $17,595,8922015Assets 2016: $17,275,338Liabilities 2016: $0Net Assets 2016: $17,275,3382016Assets 2017: $17,213,008Liabilities 2017: $0Net Assets 2017: $17,213,0082017Assets 2018: $17,096,154Liabilities 2018: $0Net Assets 2018: $17,096,1542018Assets 2019: $16,908,039Liabilities 2019: $0Net Assets 2019: $16,908,0392019Assets 2020: $17,405,921Liabilities 2020: $0Net Assets 2020: $17,405,9212020Assets 2021: $52,560,658Liabilities 2021: $0Net Assets 2021: $52,560,6582021Assets 2022: $52,954,218Liabilities 2022: $0Net Assets 2022: $52,954,2182022Assets 2023: $62,167,858Liabilities 2023: $0Net Assets 2023: $62,167,8582023Assets 2024: $62,938,247Liabilities 2024: $0Net Assets 2024: $62,938,2472024

Highlighted filing

2023

Assets$62,167,858
Liabilities$0
Net Assets$62,167,858
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $4,320,235Expenses 2011: $926,495Net Income 2011: $3,393,7402011Expenses 2012: $823,1712012Revenue 2013: $629,975Expenses 2013: $980,834Net Income 2013: -$350,8592013Revenue 2014: $3,076,499Expenses 2014: $994,435Net Income 2014: $2,082,0642014Revenue 2015: $598,990Expenses 2015: $1,022,690Net Income 2015: -$423,7002015Revenue 2016: $564,222Expenses 2016: $884,776Net Income 2016: -$320,5542016Revenue 2017: $1,003,988Expenses 2017: $1,066,318Net Income 2017: -$62,3302017Revenue 2018: $907,817Expenses 2018: $1,024,671Net Income 2018: -$116,8542018Revenue 2019: $750,367Expenses 2019: $938,482Net Income 2019: -$188,1152019Revenue 2020: $1,546,570Expenses 2020: $1,048,688Net Income 2020: $497,8822020Revenue 2021: $44,491,606Expenses 2021: $1,643,223Net Income 2021: $42,848,3832021Revenue 2022: $4,128,876Expenses 2022: $3,253,274Net Income 2022: $875,6022022Revenue 2023: $12,534,354Expenses 2023: $3,230,493Net Income 2023: $9,303,8612023Revenue 2024: $4,895,243Expenses 2024: $4,173,727Net Income 2024: $721,5162024

Highlighted filing

2023

Revenue$12,534,354
Expenses$3,230,493
Net Income$9,303,861
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 24, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYO SHATTUCK IVPresident-$0--
KATHLEEN MARKOVVice President-$0--
JOSEPH BUDGETreasurer-$0--
WILLA CALLAHANSecretary-$0--
ELIZABETH BUDGE D'HEMERYBoard Member-$0--
JENNIFER BUDGEBoard Member-$0--
W KATHLEEN BUDGEBoard Member-$0--
TALBOT MOOREBoard Member-$0--
ALEXANDRA KILGOREBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Solid Rock Foundation
EIN
94-3155938
Phone
6508625001
Address
3053 FILLMORE STREET 171, SAN FRANCISCO, CA 94123

Signing Officer

Name
Mayo Shattuck Iv
Title
President
Phone
6508625001
Signed
2024-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
2580 N 1ST ST STE 460, SAN JOSE, CA 95131
Preparer
Jacob Yau
Phone
4089988400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72660489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73651602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APTIV PLC SHS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BANK OF AMERICA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BOOKING HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHUBB LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CENTERPOINT ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CINTAS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CORTEVA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15THE WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EATON CORPORATION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FORTIVE CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ALPHABET INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GXO LOGISTICS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20THE HOME DEPOT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23IDEXX LABS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTUITIVE SURGICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KKR & CO INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ELI LILLY AND COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MONDELEZ INTERNATIONAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30META PLATFORMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MFS INTERNATIONAL EQUITY FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MARVELL TECHNOLOGY INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PEPSICO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40THE PROGRESSIVE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PARKER-HANNIFIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PIONEER NATURAL RESOURCES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SEAFARER OVERSEAS GROWTH AND INCOME FUND INSTITUTIONAL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46THE TJX COMPANIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47THRIVENT SMALL CAP STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49UNITED HEALTH GROUP INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51U.S. BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD ETF SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55AVANTIS US SMALL CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DFA US TARGETED VALUE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57DFA US LARGE CAP VALUE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DISTILLATE US FUNDM STABVLU ETF IV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59AMERICAN FUNDS EUROPACIFIC GROWTH F3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61HARBOR CAPITAL APPRECIATION INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ISHARES RUSSELL 3000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63KOPERNIK GLOBAL ALL-CAP I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65POLAR CAPITAL EMERGING MARKET STRS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PZENA EMERGING MARKETS VALUE INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SCHWAB FUNDAMENTAL US LARGE COMPANY IDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD TOTAL STOCK MKT IDX ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69EQUINIX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PROLOGIS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71DFA GLOBAL REAL ESTATE SECURITIES PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72GMO RESOURCES I
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03765139
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt032036
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03560
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt035595
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0931225
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02965000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02965000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010129887
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01431924
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01431924
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09303861
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt041730494
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016380
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016380
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0956163
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02167087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0185454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0185454
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt023428
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt043628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02998052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0212442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03230493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02379529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012534354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt033052
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0212442
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0265493
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0816
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0816
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt040799269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0129830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1801395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0129830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1801395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0129830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141600664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0931225
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09303861
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt090221
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt062167858
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03002805
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03002805
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03002805
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030912
IRS990PF/FMVAssetsEOYAmt070361253
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08761
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08761
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06172663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08559335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08107480
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt042064614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt045739839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt054382129

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Filings

Displayed year

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

Open filing
Assets
$62,167,858
Liabilities
$0
Net assets
$62,167,858
Revenue
$12,534,354
Expenses
$3,230,493
Net income
$9,303,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.9$0.00$62.9$4.90$4.17$0.72
2023Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$12.5$3.23$9.30
2022Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$4.13$3.25$0.88
2021Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$44.5$1.64$42.8
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.55$1.05$0.50
2019Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.75$0.94$0.19
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.91$1.02$0.12
2017Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.00$1.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.56$0.88$0.32
2015Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.60$1.02$0.42
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.03$18.0$3.08$0.99$2.08
2013Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.63$0.98$0.35
2012Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.82
2011Summary only. Only limited summary data is available for this year.$16.3$0.07$4.32$0.93$3.39