Civic Intelligence

Hale Makua Foundation

990 • Fiscal year 2014 • EIN 99-0302635

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.HALEMAKUA.ORG
472 Kaulana StreetKahului, HI 96732-2099

(808) 877-2761

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

54th percentile

3.7%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

59%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$6,872,362

Up $245,534 (+3.7%) from 2013

Net Assets

Up

$6,872,079

Up $245,392 (+3.7%) from 2013

Liabilities

Up

$283

Up $142 (+101%) from 2013

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin99th percentile

Revenue

Up

$449,793

Up $166,733 (+59%) from 2013

Expenses

Up

$7,194

Up $1,484 (+26%) from 2013

Net Income

Up

$442,599

Up $165,249 (+60%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,846,905Liabilities 2010: $0Net Assets 2010: $5,846,9052010Assets 2011: $5,598,642Liabilities 2011: $56,872Net Assets 2011: $5,541,7702011Assets 2012: $6,016,544Liabilities 2012: $30Net Assets 2012: $6,016,5142012Assets 2013: $6,626,828Liabilities 2013: $141Net Assets 2013: $6,626,6872013Assets 2014: $6,872,362Liabilities 2014: $283Net Assets 2014: $6,872,0792014Assets 2015: $5,935,327Liabilities 2015: $61Net Assets 2015: $5,935,2662015Assets 2016: $6,329,529Liabilities 2016: $1,888Net Assets 2016: $6,327,6412016Assets 2017: $5,629,016Liabilities 2017: $1,932Net Assets 2017: $5,627,0842017Assets 2018: $5,025,084Liabilities 2018: $1,932Net Assets 2018: $5,023,1522018Assets 2019: $5,293,242Liabilities 2019: $1,932Net Assets 2019: $5,291,3102019Assets 2020: $5,509,455Liabilities 2020: $1,932Net Assets 2020: $5,507,5232020Assets 2021: $5,530,128Liabilities 2021: $1,932Net Assets 2021: $5,528,1962021Assets 2022: $5,304,704Liabilities 2022: $4,281Net Assets 2022: $5,300,4232022Assets 2023: $4,971,971Liabilities 2023: $1,932Net Assets 2023: $4,970,0392023Assets 2024: $9,090Liabilities 2024: $0Net Assets 2024: $9,0902024

Highlighted filing

2014

Assets$6,872,362
Liabilities$283
Net Assets$6,872,079
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $8,4452010Revenue 2011: $264,217Expenses 2011: $62,022Net Income 2011: $202,1952011Expenses 2012: $7,2592012Revenue 2013: $283,060Expenses 2013: $5,710Net Income 2013: $277,3502013Revenue 2014: $449,793Expenses 2014: $7,194Net Income 2014: $442,5992014Revenue 2015: $694,418Expenses 2015: $760,810Net Income 2015: -$66,3922015Revenue 2016: $12,438Expenses 2016: $48,261Net Income 2016: -$35,8232016Revenue 2017: $9,168Expenses 2017: $1,437,494Net Income 2017: -$1,428,3262017Revenue 2018: $249,123Expenses 2018: $348,212Net Income 2018: -$99,0892018Revenue 2019: $229,270Expenses 2019: $202,755Net Income 2019: $26,5152019Revenue 2020: $138,386Expenses 2020: $23,690Net Income 2020: $114,6962020Revenue 2021: $654,792Expenses 2021: $18,502Net Income 2021: $636,2902021Revenue 2022: $86,438Expenses 2022: $22,797Net Income 2022: $63,6412022Revenue 2023: $223,884Expenses 2023: $593,785Net Income 2023: -$369,9012023Revenue 2024: -$158,330Expenses 2024: $12,754Net Income 2024: -$171,0842024

Highlighted filing

2014

Revenue$449,793
Expenses$7,194
Net Income$442,599
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$3,726,335
Mission and Program Overview

Mission

Hale makua foundation provides support to hale makua health services and manages all of hale makua foundation's investments.

Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,348,749$6,390,643▲ $41,894
Other Notes and Loans Receivable, Net-$306,409-
Savings and Temporary Cash Investments$278,079$175,310▼ $102,769
Total Assets$6,626,828$6,872,362▲ $245,534
Liabilities
Accounts Payable and Accrued Expenses$141$283▲ $142
Total Liabilities$141$283▲ $142
Net Assets / Fund Balance
Unrestricted Net Assets$5,338,561$5,583,953▲ $245,392
Temporarily Rstr Net Assets$761,126$761,126→ $0
Permanently Rstr Net Assets$527,000$527,000→ $0
Total Net Assets Fund Balance$6,626,687$6,872,079▲ $245,392
Total Liabilities and Net Assets / Fund Balance$6,626,828$6,872,362▲ $245,534

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$530,519-▲ $3,950$3,950$530,519
2013$531,666-▲ $4,418$5,565$530,519
2012$531,652-▲ $5,565$5,551$531,666
2011$529,766-▲ $5,186$3,300$531,652
2010$532,365-▲ $3,801$6,400$529,766
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Gayle LongChairman of the Board
Guy MuraokaTrustee
Muffy GushiTrustee
Paul UeokaTrustee
Anthony KriegChief Executive Officer
Joyce TamoriChief Financial Officer
Zadoc Brown JrSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$449,793
Other Revenue
$0
Change in Net Assets
$442,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,950
Other Expenses$3,244
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,950--$3,950
Fees for Services Accounting-$2,994-$2,994
Office Expenses-$250-$250
Total Functional Expenses$3,950$3,244$0$7,194
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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 B, Line 11

“The form 990 is compiled by organization's tax consultant. Prior to submission of the electronic form 990, a hard copy version of the return is provided to the chief executive officer, the chief financial officer, the director of financial services, and the board of directors for their review.”

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

“The organization requires that officers, directors, and key employees complete the conflict of interest disclosure form on an annual basis. Forms are reviewed and maintained by the development assistant.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Hale Makua Foundation
EIN
99-0302635
Phone
8088772761
Address
472 KAULANA STREET, KAHULUI, HI 96732-2099

Signing Officer

Name
Anthony J Krieg
Title
Chief Executive Officer
Phone
8088772761
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony J Krieg
Formed
1992
Legal Domicile
Hi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Hee & Ching Cpas LLC
Address
737 BISHOP STREET SUITE 2360, HONOLULU, HI 96813-3214
Preparer
Lester J Hee CPA
Phone
8085327322
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No change in process from prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund represents amounts held in perpetuity with all income earned to be used for financial assistance to those participating in hale makua health services' adult day health program.”

Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0529766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03801
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt06400
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.99340
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00660
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS COMPILED BY ORGANIZATION'S TAX CONSULTANT. PRIOR TO SUBMISSION OF THE ELECTRONIC FORM 990, A HARD COPY VERSION OF THE RETURN IS PROVIDED TO THE CHIEF EXECUTIVE OFFICER, THE CHIEF FINANCIAL OFFICER, THE DIRECTOR OF FINANCIAL SERVICES, AND THE BOARD OF DIRECTORS FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES THAT OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. FORMS ARE REVIEWED AND MAINTAINED BY THE DEVELOPMENT ASSISTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE IN PROCESS FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0990298823
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOLDING CO.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CAREGIVERS MAUIINC (FKA HMHS CORP)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0472 KAULANA STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0KAHULUI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0HI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0967322099
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HALE MAKUA HEALTH SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0990080460
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0472 KAULANA STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KAHULUI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0967322099
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03950
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1300000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL/CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL/CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HALE MAKUA HEALTH SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CAREGIVERS MAUIINC (FKA HMHS CORP)
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0761126
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0761126
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06626828
IRS990/TotalAssetsEOYAmt06872362
IRS990/TotalAssetsGrp/BOYAmt06626828
IRS990/TotalAssetsGrp/EOYAmt06872362
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03244
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03950
IRS990/TotalFunctionalExpensesGrp/TotalAmt07194
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0141
IRS990/TotalLiabilitiesEOYAmt0283
IRS990/TotalLiabilitiesGrp/BOYAmt0141
IRS990/TotalLiabilitiesGrp/EOYAmt0283
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06626687
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06872079
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03950
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0449793
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0449793
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06626828
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06872362
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05338561
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05583953
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0472 KAULANA STREET
IRS990/USAddress/CityNm0KAHULUI
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd0967322099
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.HALEMAKUA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY J KRIEG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08088772761
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALE MAKUA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALE
ReturnHeader/Filer/EIN0990302635
ReturnHeader/Filer/PhoneNum08088772761
ReturnHeader/Filer/USAddress/AddressLine1Txt0472 KAULANA STREET
ReturnHeader/Filer/USAddress/CityNm0KAHULUI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd0967322099
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274174400
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEE & CHING CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0737 BISHOP STREET SUITE 2360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0968133214
ReturnHeader/PreparerPersonGrp/PhoneNum08085327322
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESTER J HEE CPA
ReturnHeader/ReturnTs02015-11-16T17:03:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,872,362
Liabilities
$283
Net assets
$6,872,079
Revenue
$449,793
Expenses
$7,194
Net income
$442,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.16$0.01$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.22$0.59$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.09$0.02$0.06
2021Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.65$0.02$0.64
2020Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.14$0.02$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.23$0.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.02$0.25$0.35$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.01$1.44$1.43
2016Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.69$0.76$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.45$0.01$0.44
2013Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.28$0.01$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.00$6.02$0.01
2011Summary only. Only limited summary data is available for this year.$5.60$0.06$5.54$0.26$0.06$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.00$5.85$0.01