Civic Intelligence

The Milken Institute

990 • Fiscal year 2013 • EIN 95-4240775

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

1250 Fourth Street 2nd Floor90401

(310) 570-4600

Siviq Scores

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

Liabilities / Assets

47th percentile

0.31x

Higher debt load relative to assets than 47% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

47th percentile

0.48x

Higher debt load relative to revenue than 47% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$511,049

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Asset Growth

97th percentile

72%

Faster asset growth than 97% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Flat

$124,163,183

Flat from 2013

Net Assets

Flat

$85,218,616

Flat from 2013

Liabilities

Flat

$38,944,567

Flat from 2013

Revenue

Flat

$81,502,191

Flat from 2013

Expenses

Flat

$64,251,632

Flat from 2013

Net Income

Flat

$17,250,559

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $48,210,278Liabilities 2010: $3,189,745Net Assets 2010: $45,020,5332010Assets 2011: $55,809,593Liabilities 2011: $2,224,203Net Assets 2011: $53,585,3902011Assets 2012: $72,340,811Liabilities 2012: $4,656,291Net Assets 2012: $67,684,5202012Assets 2013: $124,163,183Liabilities 2013: $38,944,567Net Assets 2013: $85,218,6162013Assets 2013: $124,163,183Liabilities 2013: $38,944,567Net Assets 2013: $85,218,6162013Assets 2014: $151,502,169Liabilities 2014: $41,034,663Net Assets 2014: $110,467,5062014Assets 2015: $358,155,709Liabilities 2015: $42,112,138Net Assets 2015: $316,043,5712015Assets 2016: $359,301,319Liabilities 2016: $36,134,443Net Assets 2016: $323,166,8762016Assets 2017: $405,625,413Liabilities 2017: $32,781,462Net Assets 2017: $372,843,9512017Assets 2018: $405,947,692Liabilities 2018: $25,933,792Net Assets 2018: $380,013,9002018Assets 2019: $495,596,548Liabilities 2019: $24,797,239Net Assets 2019: $470,799,3092019Assets 2020: $606,413,267Liabilities 2020: $28,934,914Net Assets 2020: $577,478,3532020Assets 2021: $890,913,032Liabilities 2021: $39,827,461Net Assets 2021: $851,085,5712021Assets 2022: $1,093,462,243Liabilities 2022: $77,110,984Net Assets 2022: $1,016,351,2592022Assets 2023: $1,237,778,532Liabilities 2023: $117,493,359Net Assets 2023: $1,120,285,1732023Assets 2024: $1,525,254,492Liabilities 2024: $176,658,462Net Assets 2024: $1,348,596,0302024

Highlighted filing

2013

Assets$124,163,183
Liabilities$38,944,567
Net Assets$85,218,616

Operations Trend

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

$400M$300M$200M$100M$0Expenses 2010: $17,312,1972010Expenses 2011: $21,090,4622011Expenses 2012: $30,564,6992012Revenue 2013: $81,502,191Expenses 2013: $64,251,632Net Income 2013: $17,250,5592013Revenue 2013: $81,502,191Expenses 2013: $64,251,632Net Income 2013: $17,250,5592013Revenue 2014: $61,873,440Expenses 2014: $34,314,521Net Income 2014: $27,558,9192014Revenue 2015: $239,853,798Expenses 2015: $36,405,927Net Income 2015: $203,447,8712015Revenue 2016: $47,638,129Expenses 2016: $42,559,621Net Income 2016: $5,078,5082016Revenue 2017: $79,813,014Expenses 2017: $45,611,741Net Income 2017: $34,201,2732017Revenue 2018: $59,958,585Expenses 2018: $54,836,160Net Income 2018: $5,122,4252018Revenue 2019: $133,637,630Expenses 2019: $59,116,470Net Income 2019: $74,521,1602019Revenue 2020: $137,924,964Expenses 2020: $54,155,182Net Income 2020: $83,769,7822020Revenue 2021: $317,370,742Expenses 2021: $64,582,177Net Income 2021: $252,788,5652021Revenue 2022: $273,734,030Expenses 2022: $93,099,476Net Income 2022: $180,634,5542022Revenue 2023: $264,659,454Expenses 2023: $150,849,724Net Income 2023: $113,809,7302023Revenue 2024: $388,976,676Expenses 2024: $151,365,680Net Income 2024: $237,610,9962024

Highlighted filing

2013

Revenue$81,502,191
Expenses$64,251,632
Net Income$17,250,559
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$105,816,155
Mission and Program Overview

Mission

The milken institute is a non-profit, nonpartisan think tank determined to increase global prosperity by advancing collaborative solutions that widen access to capital, create jobs, and improve health. We do this through independent, data-drive research, action-oriented meetings and meaningful policy initiatives.

To advance solutions that create jobs, widen access to capital and enhance health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$26,151,762$83,497,240▲ $57,345,478
Investments Other Securities$15,861,761$15,679,678▼ $182,083
Investments in Publicly Traded Securities$19,979,023$13,392,108▼ $6,586,915
Pledges and Grants Receivable$5,217,399$7,220,247▲ $2,002,848
Cash and Non-Interest-Bearing Accounts$2,890,493$2,651,333▼ $239,160
Land, Buildings, and Equipment, Net$923,181$850,344▼ $72,837
Prepaid Expenses and Deferred Charges$427,103$684,569▲ $257,466
Accounts Receivable$198,726$175,366▼ $23,360
Total Assets$72,340,811$124,163,183▲ $51,822,372
Other Assets Total$691,363$12,298▼ $679,065
Liabilities
Accounts Payable and Accrued Expenses$3,880,291$38,099,742▲ $34,219,451
Deferred Revenue$776,000$844,825▲ $68,825
Total Liabilities$4,656,291$38,944,567▲ $34,288,276
Net Assets / Fund Balance
Unrestricted Net Assets$38,789,394$49,696,607▲ $10,907,213
Temporarily Rstr Net Assets$28,895,126$35,522,009▲ $6,626,883
Total Net Assets Fund Balance$67,684,520$85,218,616▲ $17,534,096
Total Liabilities and Net Assets / Fund Balance$72,340,811$124,163,183▲ $51,822,372

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$289,482$3,323,958$3,613,440
Other Land Buildings$150,366$1,797,029$1,947,395
Equipment$410,496$932,216$1,342,712
Other Securities$15,679,678--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael L KlowdenCEOFT$390,771$120,278$511,049
Paul H IrvingPresidentFT$316,441$95,278$411,719
Richard DitizioExe Director business & Program Develop.FT$249,572$117,068$366,640
Margaret AndersonExecutive Director-fastercuresFT$290,583$68,623$359,206
Ross DevolChief Research OfficerFT$273,011$69,874$342,885
Mindy SilversteinManaging Director business & Program Develop.FT$243,207$17,032$260,239
Mindy SilversteinManaging Director business & Program Deve-$183,207$77,032$260,239
Keith SavardSenior Managing EconomistFT$229,480$13,122$242,602
Joel KurtzmanExe Director - Senior Fellows ProgramFT$233,758$2,694$236,452
Melissa StevensDeputy Exe Director - FastercuresFT$178,509$43,692$222,201
Wah Perry WongDirector of ResearchFT$196,634$15,287$211,921
Lewis Skip RimerExe Director communicationsFT$177,070$30,621$207,691
Staci WardenExe Director center for Fin MarketsFT$171,359$35,285$206,644
Kamyab Hashemi-nejadDirector of FinanceFT$161,524$23,041$184,565

Board Members and Trustees

NameTitle
Michael MilkenChairman
Gregory MilkenDirector
Lance MilkenDirector
Lori MilkenDirector
Ralph FinermanCFO/treasurer
Richard SandlerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Milken Family FoundationEvent Production-$1,372,714
Addingvalue Events LimitedEvent Consulting & Services-$1,124,479
Video Applications INCAudio - Visual-$1,110,739
Execpro Information ServicesInformation Technology-$748,449
Execpro Services INCOperation & Administration-$372,081
Revenue and Support

Revenue Composition

Contributions and Grants
$76,966,512
Program Service Revenue
$1,100,623
Investment Income
$3,131,114
Other Revenue
$303,942
All Other Contributions
$66,256,989
Change in Net Assets
$17,250,559

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$9,391,306Fair Market Value
Other Non Cash Contri Table2$80,000Determined by Donor
Total Noncash Contributions8$9,471,306-

Audited Revenue Reconciliation

Revenue per Audited Statements
$81,477,232
Revenue Not Reported on Financial Statements
$24,959
Revenue Not Reported on Form 990
$283,537
Total Revenue per Audited Statements
$81,760,769
Total Revenue per Form 990
$81,502,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,744,315
Other Expenses$16,092,659
Salaries, Compensation, and Employee Benefits$10,414,658
Total Fundraising Expense$2,144,458
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,452,985--$36,452,985
Conferences and Meetings$6,129,852-$731,198$6,861,050
Other Salaries and Wages$5,712,829$396,000$437,124$6,545,953
Current Officers, Directors, Trustees, and Key Employees$2,260,712$156,707$172,981$2,590,400
Fees for Services Other$2,038,964$141,336$156,014$2,336,314
Occupancy$1,685,439$116,832$128,964$1,931,235
Foreign Grants$1,291,330--$1,291,330
Travel$971,287$72,906$160,954$1,205,147
Information Technology$625,060$31,942$47,013$704,015
Other Employee Benefits$544,656$37,754$41,675$624,085
Payroll Taxes$482,232$33,427$36,899$552,558
Depreciation Depletion-$417,906-$417,906
Office Expenses$269,105$17,966$9,916$296,987
Insurance-$176,029-$176,029
Pension Plan Contributions$88,723$6,150$6,789$101,662
Advertising-$88,340-$88,340
Fees for Services Accounting-$63,330-$63,330
Other Expenses$425,812$50,262$94,580$50,262
Fees for Services Legal-$37,831-$37,831
Fees for Service Investment Mgmnt Fees-$24,959-$24,959
All Other Expenses-$2,400-$2,400
Total Functional Expenses$60,139,506$1,967,668$2,144,458$64,251,632

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$64,251,632
Expenses per Audited Statements$64,226,673
Total Expenses per Audited Statements$64,226,673
Expenses Not Reported on Financial Statements$24,959
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
53-0196584-501(c)(3)Milken Institute School of Public Health$35,742,754
94-1156365-501(c)(3)Colorectal Cancer Treatment Research$305,000
36-2177139-501(c)(3)Support Undergraduate Students for Attending the College$300,000
23-1352685-Public UniversityColorectal Cancer Treatment Research$50,000
04-2263040-501(c)(3)Colorectal Cancer Treatment Research$25,000
52-0595110-501(c)(3)Colorectal Cancer Treatment Research$25,000
52-1609875-501(c)(3)SUPPORT OF RESEARCH AMERICA'S CAMPAIGN TO SAVE RESEARCH$5,000

International Summary

Offices
0
Employees
1
Spending
$2,842,581

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesLondon Summit00$1,365,315
Middle East and North AfricaGrants to Foreign Charity Located in the RegionFUNDING SUPPORT FOR MILKEN INSTITUTE ISRAEL CENTER'S OPERATING EXPENSES00$800,000
East Asia and the PacificGrants to Foreign Charity Located in the RegionFUNDING SUPPORT FOR MILKEN INSTITUTE ASIA CENTER'S OPERATING EXPENSES00$491,330
Middle East and North AfricaProgram ServicesExpenses for Director Supervising the Fellows Program and Other Employees Travel Expenses01$105,220
Europe (including Iceland & Greenland)Program ServicesFinancial Innovations Lab00$37,715
Europe (including Iceland & Greenland)Program ServicesEvent for Supporters in England00$14,752
East Asia and the PacificProgram ServiceEmployees Travel Expenses00$9,888
Sub-saharan AfricaProgram ServicesEmployees Travel Expenses for Africa Initiative00$6,794
North AmericaProgram ServicesMilken Institute Review Contributors00$6,000
North AmericaProgram ServicesFinancial Innovations Lab00$3,567
Europe (including Iceland & Greenland)Program ServicesMilken Institute Review Contributor00$2,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$705,385
Fundraising Gross Income$705,385
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$10,760,974$473,235$110,960$362,275
Event 2$653,934$232,150$22,597$209,553
Total Events$11,414,908$705,385$705,385$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-MORE THAN 5% OF EXECPRO INFORMATION SERVICES IS OWNED BY RICHARD SANDLERIndependent Contractor - Information Technology, Web Design and Maintenance, Event Technology InfrastructureNo$748,449
-Entity Owned by Jared Carney, Former Key Employee (employee Until 5/31/12)Independent Contractor - Lightdale, LLC Was Compensated for Consulting Services Provided by Jared Carney in 2013No$240,000
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The following board members have family relationships: michael milken, lori milken, gregory milken, and lance milken.

Form 990, Part VI, Section B, Line 11

The director of finance and the cfo will review the return in detail and have the ability to ask the preparers any questions or make any changes deemed necessary. After an additional review by the ceo, the final version of the form 990 is emailed to all the board members for their review before it is ultimately signed by the president and electronically filed with the irs.

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

An annual disclosure questionnaire for identifying conflicts is circulated to all the board members to review, complete and sign. The director of finance monitors and keeps track of all the completed questionnaires. If a potential conflict of interest arises, all details regarding the potential conflict are disclosed to the board. The board, excluding any interested person, will review the conflict and, in conjunction with management, make a decision on how best to proceed based on the best interest of the institute.

Form 990, Part VI, Section B, Line 15

The ceo annually provides the compensation committee of the board of directors a detailed report of all compensation adjustments, including adjustments for the institute's officers and senior employees. During their review, the members of the committee inquire about the basis for all compensation determinations, including individual and enterprise performance and available comparability data for similarly situated nonprofit institutions. The compensation committee, excluding the ceo, discusses and approves any adjustments to the ceo's compensation.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and the financial statements are available to the public at the entity's place of business and upon request.

Filing and Contact Details

Filer

EIN
95-4240775
Phone
3105704600

Signing Officer

Name
Michael Klowden
Title
Chief Executive Officer
Phone
3105704600
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Klowden
Formed
1989
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
5
Employees
109
Volunteers
15

Preparer

Preparer
Lauren Haverlock
Phone
3109822804
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IRS990/Desc0THE MILKEN INSTITUTE PURSUES ITS MISSION THROUGH A RANGE OF RESEARCH AND PROGRAMMATIC ACTIVITIES, EVENTS AND CENTERS.FASTERCURES WORKS TO IMPROVE THE MEDICAL RESEARCH SYSTEM - TO CLEAR ROADBLOCKS THAT PREVENT MEDICAL BREAKTHROUGHS FROM REACHING PATIENTS SOONER. ITS MISSION IS TO ACCELERATE THE PROGRESS OF DISCOVERY AND DEVELOPMENT OF MEDICAL SOLUTIONS THROUGH PROGRAMS THAT EDUCATE STAKEHOLDERS, AMPLIFY BEST PRACTICES, AND CREATE OPPORTUNITIES FOR LEADERS ACROSS SECTORS TO COME TOGETHER AND EFFECT CHANGE.THE CENTER FOR FINANCIAL MARKETS (CFM) IS A NONPARTISAN, INDEPENDENT RESOURCE ON FINANCIAL MARKETS BASED IN WASHINGTON, D.C. CFM PROMOTES FINANCIAL MARKET UNDERSTANDING AND WORKS TO EXPAND ACCESS TO CAPITAL, STRENGTHEN - AND DEEPEN - FINANCIAL MARKETS, AND DEVELOP INNOVATIVE FINANCIAL SOLUTIONS TO THE MOST PRESSING GLOBAL CHALLENGES. CFM AIMS TO MAKE MARKETS EFFICIENT AND STABLE, BROADENING ACCESS TO CAPITAL.THE CALIFORNIA CENTER MEASURES, EVALUATES AND ANALYZES CALIFORNIA'S ECONOMIC, DEMOGRAPHIC AND SOCIAL CONDITIONS AND TRENDS TO HELP BUSINESS AND GOVERNMENT LEADERS BUILD CALIFORNIA'S BUSINESS CAPACITY, ENCOURAGE INNOVATION, CREATE JOBS, ENSURE LONG-TERM PROSPERITY AND IMPROVE THE QUALITY OF LIFE FOR ALL CALIFORNIANS.THE MILKEN INSTITUTE ASIA CENTER, BASED IN SINGAPORE, ANALYZES THE DEMOGRAPHIC TRENDS, TRADE RELATIONSHIPS AND CAPITAL FLOWS THAT WILL DEFINE THE FUTURE. IT PROVIDES RESEARCH AND THOUGHT LEADERSHIP THAT CAN ASSIST GOVERNMENTS, INVESTORS AND INDUSTRY AS THE ASIAN CAPITAL MARKETS AND INDUSTRIES RAPIDLY EXPAND.THE CENTER FOR JOBS AND HUMAN CAPITAL PROMOTES PROSPERITY AND SUSTAINABLE ECONOMIC GROWTH AROUND THE WORLD BY INCREASING THE UNDERSTANDING OF THE DYNAMICS THAT DRIVE JOB CREATION AND INDUSTRY EXPANSION. THE CENTER IS A RESOURCE FOR POLICYMAKERS AND BUSINESSES SEEKING RIGOROUS, ACCESSIBLE RESEARCH THAT SHOWS HOW THEIR GEOGRAPHIC AREA COMPARES TO OTHERS THAT ARE COMPETING FOR THE SAME INDUSTRIES AND HUMAN CAPITAL. OUR RESEARCH DEVELOPS INNOVATIVE, IMPLEMENTABLE ECONOMIC AND POLICY SOLUTIONS THAT WILL PROVIDE STAKEHOLDERS WITH THE TOOLS TO CREATE JOBS AND IMPROVE ACCESS TO CAPITAL.THE CENTER FOR PUBLIC HEALTH (CPH) USES APPLIED RESEARCH, ECONOMICS, POLICY AND COMMUNICATIONS TO SOLVE PUBLIC HEALTH CHALLENGES. CPH REACHES OUT, CONVENES AND COLLABORATES WITH LIKE-MINDED INSTITUTIONS AND THOUGHT LEADERS IN BUSINESS, GOVERNMENT, PHILANTHROPY, EDUCATION AND THE MEDIA TO SHAPE SYSTEM-LEVEL SOLUTIONS TO THE WORLD'S MOST URGENT HEALTH CHALLENGES.THE MILKEN INSTITUTE ISRAEL CENTER IS DEVOTED TO ACCELERATING ISRAEL'S ECONOMIC GROWTH, BRIDGING SOCIAL AND ECONOMIC GAPS, AND SECURING ISRAEL'S GLOBAL COMPETITIVENESS. THE INSTITUTE'S RESEARCHERS AND FELLOWS WRITE BOOKS AND MONOGRAPHS FOCUSED ON AREAS CONSISTENT WITH THE INSTITUTE'S MISSION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXE DIR-BUSINESS & PROGRAM DEVELOP.
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR-FASTERCURES
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF RESEARCH OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXE DIR-COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXE DIR-CENTER FOR FIN MARKETS
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGING DIR-BUSINESS & PROGRAM DEVELOP.
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXE DIR - SENIOR FELLOWS PROGRAM
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IRS990/Form990PartVIISectionAGrp/TitleTxt17DEPUTY EXE DIR - FASTERCURES
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF RESEARCH
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IRS990/MissionDesc0THE MILKEN INSTITUTE IS A PUBLICLY SUPPORTED, NONPARTISAN AND INDEPENDENT THINK TANK. THE INSTITUTE'S MISSION IS TO IMPROVE LIVES BY ADVANCING INNOVATIVE ECONOMIC AND POLICY SOLUTIONS THAT CREATE JOBS, WIDEN ACCESS TO CAPITAL AND ENHANCE HEALTH.
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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.$1,525$177$1,349$389$151$238
2023Summary only. Only limited summary data is available for this year.$1,238$117$1,120$265$151$114
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,093$77.1$1,016$274$93.1$181
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$891$39.8$851$317$64.6$253
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$606$28.9$577$138$54.2$83.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$496$24.8$471$134$59.1$74.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$406$25.9$380$60.0$54.8$5.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$406$32.8$373$79.8$45.6$34.2
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$359$36.1$323$47.6$42.6$5.08
2015Detailed filing. Detailed filing data is available for this year.$358$42.1$316$240$36.4$203
2014Detailed filing. Detailed filing data is available for this year.$152$41.0$110$61.9$34.3$27.6
2013Detailed filing. Detailed filing data is available for this year.$124$38.9$85.2$81.5$64.3$17.3
2013Summary only. Only limited summary data is available for this year.$124$38.9$85.2$81.5$64.3$17.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.3$4.66$67.7$30.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$2.22$53.6$21.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.2$3.19$45.0$17.3