Civic Intelligence

Tom and Valley Knudsen Foundation Co California Institute of Technology

990 • Fiscal year 2016 • EIN 95-6031188

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 25, 2017

Organization ProfileN/A
Office of Gift Planning MC 5-32Pasadena, CA 91125

(626) 395-6250

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

83rd percentile

25%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

98th percentile

$1,125,676

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 287.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

3.4%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,191,396

Up $97,620 (+1.9%) from 2015

Net Assets

Up

$5,191,396

Up $97,620 (+1.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin83rd percentile

Revenue

Up

$392,071

Up $12,881 (+3.4%) from 2015

Expenses

Up

$294,451

Up $21,586 (+7.9%) from 2015

Net Income

Down

$97,620

Down $8,705 (-8.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,125,948Liabilities 2011: $0Net Assets 2011: $4,125,9482011Assets 2012: $4,116,809Liabilities 2012: $0Net Assets 2012: $4,116,8092012Assets 2013: $4,367,740Liabilities 2013: $0Net Assets 2013: $4,367,7402013Assets 2014: $4,987,451Liabilities 2014: $0Net Assets 2014: $4,987,4512014Assets 2015: $5,093,776Liabilities 2015: $0Net Assets 2015: $5,093,7762015Assets 2016: $5,191,396Liabilities 2016: $0Net Assets 2016: $5,191,3962016Assets 2017: $5,278,824Liabilities 2017: $0Net Assets 2017: $5,278,8242017Assets 2018: $5,479,105Liabilities 2018: $0Net Assets 2018: $5,479,1052018Assets 2019: $5,571,441Liabilities 2019: $0Net Assets 2019: $5,571,4412019Assets 2020: $5,693,356Liabilities 2020: $0Net Assets 2020: $5,693,3562020Assets 2021: $5,902,076Liabilities 2021: $0Net Assets 2021: $5,902,0762021Assets 2022: $5,917,727Liabilities 2022: $0Net Assets 2022: $5,917,7272022Assets 2023: $5,922,501Liabilities 2023: $0Net Assets 2023: $5,922,5012023Assets 2024: $5,931,436Liabilities 2024: $0Net Assets 2024: $5,931,4362024

Highlighted filing

2016

Assets$5,191,396
Liabilities$0
Net Assets$5,191,396
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,798,986Expenses 2011: $129,391Net Income 2011: $2,669,5952011Revenue 2012: $208,855Expenses 2012: $217,994Net Income 2012: -$9,1392012Revenue 2013: $267,854Expenses 2013: $16,923Net Income 2013: $250,9312013Revenue 2014: $1,127,420Expenses 2014: $507,709Net Income 2014: $619,7112014Revenue 2015: $379,190Expenses 2015: $272,865Net Income 2015: $106,3252015Revenue 2016: $392,071Expenses 2016: $294,451Net Income 2016: $97,6202016Revenue 2017: $409,449Expenses 2017: $322,021Net Income 2017: $87,4282017Revenue 2018: $524,369Expenses 2018: $324,088Net Income 2018: $200,2812018Revenue 2019: $401,336Expenses 2019: $309,000Net Income 2019: $92,3362019Revenue 2020: $428,276Expenses 2020: $306,361Net Income 2020: $121,9152020Revenue 2021: $569,312Expenses 2021: $360,592Net Income 2021: $208,7202021Revenue 2022: $324,796Expenses 2022: $309,145Net Income 2022: $15,6512022Revenue 2023: $320,772Expenses 2023: $315,998Net Income 2023: $4,7742023Revenue 2024: $398,005Expenses 2024: $389,070Net Income 2024: $8,9352024

Highlighted filing

2016

Revenue$392,071
Expenses$294,451
Net Income$97,620
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 25, 2017
Return Version
2016v3.0
Gross Receipts
$1,223,297
Mission and Program Overview

Mission

Direct support of California Institute of Technology, Harvey Mudd College, Loma Linda University, Loyola Marymount University,Mount St. Mary's College, Occidental College, Pomona College, and the University of Redlands to be used for general purposes in accordance with amended and restated bylaws dated 6/2/97.

Direct support of Univ. of Redlands, Pomona College, Occidental College, Mount Saint Mary's College, Loma Linda University, Harvey Mudd College, and California Institute of Technology to be used for general purposes in accordance with amended and restated bylaws dated 6/2/97.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,093,776$5,191,396▲ $97,620
Investments in Publicly Traded Securities$5,070,339$5,163,210▲ $92,871
Savings and Temporary Cash Investments$23,437$28,186▲ $4,749
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,093,776$5,191,396▲ $97,620
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,093,776$5,191,396▲ $97,620
Total Liabilities and Net Assets / Fund Balance$5,093,776$5,191,396▲ $97,620
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Paul C Jennings final 2016President
Sharon PattersonPresident
Dan MacalusoBoard Member
Stacey L ScovilleBoard Member
Scott RichlandCFO
Allyson Simpson final 2016Secretary
James A EhlersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$392,071
Other Revenue
$0
Change in Net Assets
$97,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$273,000
Other Expenses$21,451
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$273,000--$273,000
Other Expenses-$583-$583
All Other Expenses-$225-$225
Total Functional Expenses$273,000$21,451$0$294,451
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CA Inst of TechnologyPasadena, CA501(c)(3)Support$45,500
Harvey Mudd CollegeClaremont, CA501(c)(3)Support$32,500
Loma Linda UniversityLoma Linda, CA501(c)(3)Support$32,500
Loyola Marymount UnivLos Angeles, CA501(c)(3)Support$32,500
Mount Saint MarysLos Angeles, CA501(c)(3)Support$32,500
Occidental CollegeLos Angeles, CA501(c)(3)Support$32,500
Pomona CollegeClaremont, CA501(c)(3)Support$32,500
University of RedlandsRedlands, CA501(c)(3)Support$32,500
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The tax staff at Kaspick and Company, LLC prepares the tax returns for charitable trusts, including the Tom & Valley Knudsen Foundation, that are administered for California Institute of Technology, as their client. California Institute of Technology provides information to be used in the preparation of the Form 990 and accompanying schedules. The 990 returns are reviewed by the accounting staff at California Institute of Technology and any changes needed are discussed with Kaspick and Company, LLC who would make any necessary changes in the final tax returns. The final returns are then presented to the Board of Directors of the Tom and Valley Knudsen Foundation for approval prior to the return being filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Forms 990 and 1023 are available for public inspections; however, other trust documents including governing documents, conflict of interest policy, and financial statements are not made available to the general public.”

Filing and Contact Details

Filer

Filer Name
Tom and Valley Knudsen Foundation
EIN
95-6031188
Phone
6263956250
Address
Office of Gift Planning MC 5-32, Pasadena, CA 91125

Signing Officer

Name
Sharon Patterson
Title
President
Signed
2017-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Patterson
Formed
1997
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Kaspick & Company
Address
203 Redwood Shores Parkway Ste 300, Redwood Shores, CA 94065-6121
Preparer
Kimberly G Palmer
Phone
6505854100
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt097620
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023437
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028186
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt08
IRS990ScheduleA/SupportedOrganizationsTotalCnt08
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951643307
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1951643389
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2951664112
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3951911219
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4951816009
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5951643334
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6951641455
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7951667177
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd5true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd6true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd7true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd42
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd52
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd62
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd72
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt045500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt132500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt232500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt332500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt432500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt532500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt632500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt732500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0California Institute of Technology
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1University of Redlands
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Pomona College
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3Harvey Mudd College
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4Loma Linda University
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5Loyola Marymount University
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6Mount St Marys College
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7Occidental College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0273000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt045500
IRS990ScheduleI/RecipientTable/CashGrantAmt132500
IRS990ScheduleI/RecipientTable/CashGrantAmt232500
IRS990ScheduleI/RecipientTable/CashGrantAmt332500
IRS990ScheduleI/RecipientTable/CashGrantAmt432500
IRS990ScheduleI/RecipientTable/CashGrantAmt532500
IRS990ScheduleI/RecipientTable/CashGrantAmt632500
IRS990ScheduleI/RecipientTable/CashGrantAmt732500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CA Inst of Technology
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Harvey Mudd College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Loma Linda University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Loyola Marymount Univ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Mount Saint Marys
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Occidental College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Pomona College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7University of Redlands
IRS990ScheduleI/RecipientTable/RecipientEIN0951643307
IRS990ScheduleI/RecipientTable/RecipientEIN1951911219
IRS990ScheduleI/RecipientTable/RecipientEIN2951816009
IRS990ScheduleI/RecipientTable/RecipientEIN3951643334
IRS990ScheduleI/RecipientTable/RecipientEIN4951641455
IRS990ScheduleI/RecipientTable/RecipientEIN5951667177
IRS990ScheduleI/RecipientTable/RecipientEIN6951664112
IRS990ScheduleI/RecipientTable/RecipientEIN7951643389
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0Office of Gift Planning MC 5-32
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11201 E 12th Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2Magan Hall Room 13
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt37900 Loyola Boulevard
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt410 Chester Place
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51600 Campus Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6550 North College Avenue

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,191,396
Liabilities
$0
Net assets
$5,191,396
Revenue
$392,071
Expenses
$294,451
Net income
$97,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.40$0.39$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.32$0.32$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.32$0.31$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.57$0.36$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.43$0.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.40$0.31$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.52$0.32$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.41$0.32$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.39$0.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.38$0.27$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$1.13$0.51$0.62
2013Summary only. Only limited summary data is available for this year.$4.37$0.00$4.37$0.27$0.02$0.25
2012Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.21$0.22$0.01
2011Summary only. Only limited summary data is available for this year.$4.13$0.00$4.13$2.80$0.13$2.67