Civic Intelligence

Brick Masons Apprenticeship & Training Trust Fund

990 • Fiscal year 2021 • EIN 95-6132893

May 01, 2020 to Apr 30, 2021 • Filed on Feb 11, 2022

1050 Lakes Drive No 120West Covina, CA 91790-2910

(626) 646-1090

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Net Margin

24th percentile

0.2%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Asset Growth

28th percentile

1.0%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

0.2%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$767,845

Up $7,335 (+1.0%) from 2020

Net Assets

Up

$751,531

Up $2,219 (+0.3%) from 2020

Liabilities

Up

$16,314

Up $5,116 (+46%) from 2020

Revenue

Up

$932,318

Up $1,871 (+0.2%) from 2020

Expenses

Up

$930,099

Up $26,723 (+3.0%) from 2020

Net Income

Down

$2,219

Down $24,852 (-92%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $532,609Liabilities 2011: $17,669Net Assets 2011: $514,9402011Assets 2012: $542,417Liabilities 2012: $15,007Net Assets 2012: $527,4102012Assets 2013: $553,310Liabilities 2013: $10,053Net Assets 2013: $543,2572013Assets 2014: $538,777Liabilities 2014: $11,088Net Assets 2014: $527,6892014Assets 2015: $505,621Liabilities 2015: $10,706Net Assets 2015: $494,9152015Assets 2016: $448,036Liabilities 2016: $17,500Net Assets 2016: $430,5362016Assets 2017: $493,000Liabilities 2017: $11,962Net Assets 2017: $481,0382017Assets 2018: $731,431Liabilities 2018: $15,662Net Assets 2018: $715,7692018Assets 2019: $742,719Liabilities 2019: $20,478Net Assets 2019: $722,2412019Assets 2020: $760,510Liabilities 2020: $11,198Net Assets 2020: $749,3122020Assets 2021: $767,845Liabilities 2021: $16,314Net Assets 2021: $751,5312021Assets 2022: $871,252Liabilities 2022: $19,290Net Assets 2022: $851,9622022Assets 2023: $698,197Liabilities 2023: $17,820Net Assets 2023: $680,3772023Assets 2024: $555,702Liabilities 2024: $26,029Net Assets 2024: $529,6732024Assets 2025: $508,721Liabilities 2025: $18,773Net Assets 2025: $489,9482025

Highlighted filing

2021

Assets$767,845
Liabilities$16,314
Net Assets$751,531

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $292,136Expenses 2011: $244,347Net Income 2011: $47,7892011Revenue 2012: $292,604Expenses 2012: $280,134Net Income 2012: $12,4702012Revenue 2013: $294,916Expenses 2013: $279,069Net Income 2013: $15,8472013Revenue 2014: $284,261Expenses 2014: $299,829Net Income 2014: -$15,5682014Revenue 2015: $536,653Expenses 2015: $568,774Net Income 2015: -$32,1212015Revenue 2016: $526,158Expenses 2016: $590,537Net Income 2016: -$64,3792016Revenue 2017: $670,106Expenses 2017: $619,604Net Income 2017: $50,5022017Revenue 2018: $918,655Expenses 2018: $683,924Net Income 2018: $234,7312018Revenue 2019: $814,353Expenses 2019: $807,881Net Income 2019: $6,4722019Revenue 2020: $930,447Expenses 2020: $903,376Net Income 2020: $27,0712020Revenue 2021: $932,318Expenses 2021: $930,099Net Income 2021: $2,2192021Revenue 2022: $1,048,074Expenses 2022: $930,177Net Income 2022: $117,8972022Revenue 2023: $835,024Expenses 2023: $1,005,120Net Income 2023: -$170,0962023Revenue 2024: $806,604Expenses 2024: $965,648Net Income 2024: -$159,0442024Revenue 2025: $801,854Expenses 2025: $841,579Net Income 2025: -$39,7252025

Highlighted filing

2021

Revenue$932,318
Expenses$930,099
Net Income$2,219
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Feb 11, 2022
Return Version
2020v4.2
Gross Receipts
$932,318
Mission and Program Overview

Mission

To provide training in all aspects of the trade, including safety. To promote trade for growth and long-term stability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$749,312$751,531▲ $2,219
Cash and Non-Interest-Bearing Accounts$465,978$272,689▼ $193,289
Savings and Temporary Cash Investments-$270,471-
Accounts Receivable$216,198$147,446▼ $68,752
Land, Buildings, and Equipment, Net$66,674$54,062▼ $12,612
Prepaid Expenses and Deferred Charges$11,660$23,177▲ $11,517
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$760,510$767,845▲ $7,335
Liabilities
Accounts Payable and Accrued Expenses$8,583$14,411▲ $5,828
Other Liabilities$2,615$1,903▼ $712
Total Liabilities$11,198$16,314▲ $5,116
Net Assets / Fund Balance
Total Net Assets Fund Balance$749,312$751,531▲ $2,219
Total Liabilities and Net Assets / Fund Balance$760,510$767,845▲ $7,335

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,763$106,914$142,677
Leasehold Improvements$18,299$4,306$22,605
Compensation and Service Providers

Board Members and Trustees

NameTitle
Frank SmithChairman/trustee
Dick WhitneySecretary/trustee
Dana KempTrustee
Daniel GarciaTrustee
Doug SlesTrustee
John ChryslerTrustee
Kenneth TejedaTrustee
Lupe Aldaco JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$136,935
Program Service Revenue
$790,912
Investment Income
$470
Other Revenue
$4,001
Change in Net Assets
$2,219

Audited Revenue Reconciliation

Revenue per Audited Statements
$932,318
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$932,318
Total Revenue per Form 990
$932,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$555,514
Other Expenses$374,585
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$371,056
Occupancy---$131,320
Other Employee Benefits---$112,337
Office Expenses---$65,460
Pension Plan Contributions---$43,969
Payroll Taxes---$28,152
Insurance---$24,902
Depreciation Depletion---$19,191
Fees for Services Legal---$17,348
Fees for Services Accounting---$16,977
Fees for Services Management---$16,242
Travel---$12,367
Information Technology---$7,664
Conferences and Meetings---$937
Other Expenses---$482
Total Functional Expenses$0$0$0$930,099

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$930,099
Total Expenses per Audited Statements$930,099
Total Expenses per Form 990$930,099
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Entities$1,903
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

The plan has a contract with benesys, inc. To provide day-to-day administrative services for the organization.

Form 990, Part VI, Section A, Line 8B

No committee with the authority to act on behalf of the governing body exists.

Form 990, Part VI, Section B, Line 11B

The organization mailed the form 990 to all members of the governing body. The form 990 was reviewed by the governing body at the board of trustees meeting prior to filing the return with the irs.

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

Each trustee is required to disclose to the full board of trustees any significant transaction or relationship that reasonably could be expected to give rise to a conflict of interest when interviewing new vendors or service providers. If a trustee discloses a conflict of interest, he or she is dismissed from the discussion and vote.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict-of-interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Brick Masons Apprenticeship & Training
EIN
95-6132893
Phone
6266461090
Address
1050 LAKES DRIVE NO 120, WEST COVINA, CA 91790-2910

Signing Officer

Name
Lupe Aldaco Jr
Title
Secretary/trustee
Phone
6266461090
Signed
2022-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank E Smith
Formed
1970
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
600 CITY PARKWAY WEST SUITE 300, ORANGE, CA 92868
Preparer
Richard G Thiermann
Phone
7142570100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of trustees is responsible for oversight of the annual audit and selection of the independent accountant. The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the trust and to recognize a tax liability if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The trust's administrator has analyzed the tax positions taken by the trust and has concluded that, as of april 30, 2021, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust believes it is no longer subject to income tax examinations for the years prior to 2018.

Raw XML Appendix366 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.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt035763
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0106914
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0142677
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0930099
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018299
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04306
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022605
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01903
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITIES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0932318
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE TRUST AND TO RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF APRIL 30, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt054062
IRS990ScheduleD/TotalExpensesPerForm990Amt0930099
IRS990ScheduleD/TotalLiabilityAmt01903
IRS990ScheduleD/TotalRevenuePerForm990Amt0932318
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0932318
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0930099
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS A CONTRACT WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAILED THE FORM 990 TO ALL MEMBERS OF THE GOVERNING BODY. THE FORM 990 WAS REVIEWED BY THE GOVERNING BODY AT THE BOARD OF TRUSTEES MEETING PRIOR TO FILING THE RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH TRUSTEE IS REQUIRED TO DISCLOSE TO THE FULL BOARD OF TRUSTEES ANY SIGNIFICANT TRANSACTION OR RELATIONSHIP THAT REASONABLY COULD BE EXPECTED TO GIVE RISE TO A CONFLICT OF INTEREST WHEN INTERVIEWING NEW VENDORS OR SERVICE PROVIDERS. IF A TRUSTEE DISCLOSES A CONFLICT OF INTEREST, HE OR SHE IS DISMISSED FROM THE DISCUSSION AND VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0760510
IRS990/TotalAssetsEOYAmt0767845
IRS990/TotalAssetsGrp/BOYAmt0760510
IRS990/TotalAssetsGrp/EOYAmt0767845
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0136935
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0930099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011198
IRS990/TotalLiabilitiesEOYAmt016314
IRS990/TotalLiabilitiesGrp/BOYAmt011198
IRS990/TotalLiabilitiesGrp/EOYAmt016314
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0749312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0751531
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0790912
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0470
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0794913
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0932318
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0760510
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0767845
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt012367
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01050 LAKES DRIVE NO 120
IRS990/USAddress/CityNm0WEST COVINA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0917902910
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUPE ALDACO JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06266461090
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRICK MASONS APPRENTICESHIP & TRAINING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0BRIC
ReturnHeader/Filer/EIN0956132893
ReturnHeader/Filer/PhoneNum06266461090
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 LAKES DRIVE NO 120
ReturnHeader/Filer/USAddress/CityNm0WEST COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917902910
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 CITY PARKWAY WEST SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORANGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092868
ReturnHeader/PreparerPersonGrp/PhoneNum07142570100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G THIERMANN
ReturnHeader/ReturnTs02022-02-11T09:13:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LUPE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALDACO JR
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$0.80$0.84$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$0.81$0.97$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$0.84$1.01$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.85$1.05$0.93$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$0.93$0.93$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$0.93$0.90$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.02$0.72$0.81$0.81$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.72$0.92$0.68$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$0.67$0.62$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$0.53$0.59$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.01$0.49$0.54$0.57$0.03
2014Summary only. Only limited summary data is available for this year.$0.54$0.01$0.53$0.28$0.30$0.02
2013Summary only. Only limited summary data is available for this year.$0.55$0.01$0.54$0.29$0.28$0.02
2012Summary only. Only limited summary data is available for this year.$0.54$0.02$0.53$0.29$0.28$0.01
2011Summary only. Only limited summary data is available for this year.$0.53$0.02$0.51$0.29$0.24$0.05