Civic Intelligence

Ohio Optometric Foundation Inc.

990 • Fiscal year 2013 • EIN 03-0504175

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 24, 2014

Organization ProfileOHIO.AOA.ORG/XP422.XML
250 East Wilson Bridge RoadRoom/Suite 240Worthington, OH 43085

(800) 874-9111

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

99th percentile

$170,300

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 309.4% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

54th percentile

3.7%

Faster asset growth than 54% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

48th percentile

0.4%

Faster revenue growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$254,059

Up $9,067 (+3.7%) from 2012

Net Assets

Up

$252,744

Up $8,052 (+3.3%) from 2012

Liabilities

Up

$1,315

Up $1,015 (+338%) from 2012

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin71st percentile

Revenue

Up

$55,038

Up $234 (+0.4%) from 2012

Expenses

Up

$46,986

Up $584 (+1.3%) from 2012

Net Income

Down

$8,052

Down $350 (-4.2%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $216,743Liabilities 2010: $2,746Net Assets 2010: $213,9972010Assets 2011: $236,290Liabilities 2011: $0Net Assets 2011: $236,2902011Assets 2012: $244,992Liabilities 2012: $300Net Assets 2012: $244,6922012Assets 2013: $254,059Liabilities 2013: $1,315Net Assets 2013: $252,7442013Assets 2014: $269,118Liabilities 2014: $1,500Net Assets 2014: $267,6182014Assets 2015: $232,229Liabilities 2015: $1,775Net Assets 2015: $230,4542015Assets 2016: $240,734Liabilities 2016: $0Net Assets 2016: $240,7342016Assets 2017: $276,605Liabilities 2017: $0Net Assets 2017: $276,6052017Assets 2018: $306,804Liabilities 2018: $0Net Assets 2018: $306,8042018Assets 2019: $321,189Liabilities 2019: $2,419Net Assets 2019: $318,7702019Assets 2020: $304,252Liabilities 2020: $0Net Assets 2020: $304,2522020Assets 2021: $307,433Liabilities 2021: $18,509Net Assets 2021: $288,9242021Assets 2022: $386,638Liabilities 2022: $75Net Assets 2022: $386,5632022Assets 2023: $268,826Liabilities 2023: $0Net Assets 2023: $268,8262023Assets 2024: $2,196,065Liabilities 2024: $56,287Net Assets 2024: $2,139,7782024

Highlighted filing

2013

Assets$254,059
Liabilities$1,315
Net Assets$252,744
Open 2013 Filing

Operations Trend

Revenue Growth48th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $38,7482010Revenue 2011: $61,060Expenses 2011: $38,767Net Income 2011: $22,2932011Revenue 2012: $54,804Expenses 2012: $46,402Net Income 2012: $8,4022012Revenue 2013: $55,038Expenses 2013: $46,986Net Income 2013: $8,0522013Revenue 2014: $62,329Expenses 2014: $47,455Net Income 2014: $14,8742014Revenue 2015: $61,654Expenses 2015: $98,818Net Income 2015: -$37,1642015Revenue 2016: $114,998Expenses 2016: $104,718Net Income 2016: $10,2802016Revenue 2017: $62,359Expenses 2017: $26,488Net Income 2017: $35,8712017Revenue 2018: $57,210Expenses 2018: $27,011Net Income 2018: $30,1992018Revenue 2019: $49,437Expenses 2019: $37,471Net Income 2019: $11,9662019Revenue 2020: $11,144Expenses 2020: $25,662Net Income 2020: -$14,5182020Revenue 2021: $71,927Expenses 2021: $87,255Net Income 2021: -$15,3282021Revenue 2022: $204,918Expenses 2022: $113,603Net Income 2022: $91,3152022Revenue 2023: $45,848Expenses 2023: $166,986Net Income 2023: -$121,1382023Revenue 2024: $2,638,750Expenses 2024: $767,798Net Income 2024: $1,870,9522024

Highlighted filing

2013

Revenue$55,038
Expenses$46,986
Net Income$8,052
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 24, 2014
Return Version
2013v3.1
Gross Receipts
$71,920
Mission and Program Overview

Mission

To promote public awareness of the importance of a lifetime of comprehensive eye care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$82,468$188,782▲ $106,314
Cash and Non-Interest-Bearing Accounts$140,560$41,389▼ $99,171
Inventories for Sale or Use$1,162$2,353▲ $1,191
Accounts Receivable$363$155▼ $208
Total Assets$244,992$254,059▲ $9,067
Other Assets Total$20,439$21,380▲ $941
Liabilities
Accounts Payable and Accrued Expenses$300$1,315▲ $1,015
Total Liabilities$300$1,315▲ $1,015
Net Assets / Fund Balance
Unrestricted Net Assets$241,637$251,104▲ $9,467
Temporarily Rstr Net Assets$3,055$1,640▼ $1,415
Total Net Assets Fund Balance$244,692$252,744▲ $8,052
Total Liabilities and Net Assets / Fund Balance$244,992$254,059▲ $9,067

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$21,380--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Mr Richard CornettSecretary-tr$170,300$170,300

Board Members and Trustees

NameTitle
Dr Tracey G NeedhamPresident
Dr Cheryl ArcherDirector
Dr Donald MurphyDirector
Dr Rachel BostlemanDirector
Dr Wayne CollierDirector
Mr Donald AntrimDirector
Mr John ArtDirector
Mr Phil PhillipsDirector
Mr Richard CornettSecretary-treasurer
Dr Dennis RoarkVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$52,500
Program Service Revenue
$0
Investment Income
$2,470
Other Revenue
$68
All Other Contributions
$6,598
Change in Net Assets
$8,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$55,038
Revenue Not Reported on Form 990
$16,882
Total Revenue per Audited Statements
$71,920
Total Revenue per Form 990
$55,038
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,486
Grants and Similar Amounts Paid$16,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$16,500--$16,500
Fees for Services Management-$15,000-$15,000
Fees for Services Accounting-$3,600-$3,600
Insurance-$1,775-$1,775
Fees for Services Legal-$849-$849
Office Expenses-$817-$817
Other Expenses$2,415$772-$772
All Other Expenses-$166-$166
Total Functional Expenses$22,068$24,918$0$46,986

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$63,868
Expenses per Audited Statements$46,986
Total Expenses per Form 990$46,986
Expenses Not Reported on Form 990$16,882
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,935
Fundraising Gross Income$14,935
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$60,837$14,935$14,935$0
Total Events$60,837$14,935$14,935-
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The board of directors vote for new or continuing directors whose terms have expired.”

Form 990, Page 6, Part VI, Line 11B

“Board members, officers, and trustees are invited to review the 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Officers, directors, and trustees are requested to review disclosure statements no less than annually. In the event of a conflict of interest, the officer, director, or trustee is requested to relinquish ownership/position/trancactions which create conflict of interest.”

Form 990, Page 6, Part VI, Line 19

“The organization provides copies of policies and governing documents upon written request.”

Filing and Contact Details

Filer

EIN
03-0504175
Phone
8008749111

Signing Officer

Name
Richard Cornett
Title
Executive Director
Phone
8008749111
Signed
2014-06-24

Organization Details

Principal Officer
Dr Tracey G Needham
Formed
2003
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
Robert D Mccurdy CPA
Phone
6149512298
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Special events 14,935 cost of goods sold 1,947 special events -14,935 cost of goods sold -1,947”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Special events 14,935 cost of goods sold 1,947”

Schedule D, Page 4, Part XII, Line 2D

“Special events 14,935 cost of goods sold 1,947”

Raw XML AppendixShowing 400 of 443 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/OtherAssetsOrgGrp/Desc0LIFE INSURANCE - CSV
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IRS990ScheduleD/OtherRevenueAmt016882
IRS990ScheduleD/RevenueNotReportedAmt016882
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS 14,935 COST OF GOODS SOLD 1,947
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS 14,935 COST OF GOODS SOLD 1,947
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt063868
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt045902
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014935
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF OUTING AND
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014935
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016500
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE SUBMITTED TO SCHOOL ON BEHLAF OF STUDENTS TO BE APPLIED TO TUITION. A WRITTEN REPORT IS REQUIRED FROM OTHER GRANT RECEIPIENTS WITHIN 12 MONTHS OF RECEIPT OF GRANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt010833
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MR RICHARD CORNETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY-TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0170300
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BENEFITS PROVIDED TO OFFICERS AND KEY EMPLOYEES PART I, LINE 1A: THE ASSOCIATION PAID OHIO OPTOMETRIC DUES ON BEHALF OF THE OFFICERS. THE ASSOCIATION ALSO PAID CLUB MEMBERSHIP DUES AND BUSINESS EXPENSES ON BEHALF OF THE EXECUTIVE DIRECTOR. THE DIRECTOR UTILIZES THE MEMBERSHIP FOR BUSINESS PURPOSES A MAJORITY OF TIME, BUT IT IS AVAILABLE FOR PERSONAL USE AS WELL. NO TAXABLE INCOME WAS REPORTED FOR THESE BENEFITS. ADDITIONAL INFORMATION ABOUT COMPENSATION FOR EXECUTIVE DIRECTOR: PART II: THE COMPENSATION FOR THE EXECUTIVE DIRECTOR FOR CALENDER YEAR 2013 IS COMPRISED OF THE FOLLOWING: COLUMN B(I): DIRECTOR RECEIVES BASE COMPENSATION OF 147,300 AND RETIREMENT DEFERRALS OF 23,000 FOR A TOTAL COMPENSATION OF 170,300. COLUMN D: AS DESCRIBED IN PART 1, LINE 1A, THE ASSOCIATION PAYS FOR CLUB MEMBERSHIP AND BUSINESS EXPENSES FOR THE DIRECTOR. IN 2013, THE TOTAL MEMBERSHIP EXPENSES WERE 10,833 WHICH WERE PAID BY THE ASSOCIATION. THE DIRECTOR'S BASE COMPENSATION, RETIREMENT BENEFITS, AND OTHER NONTAXABLE BENEFITS HAVE BEEN APPROVED BY MEMBERS OF THE BOARD WHO ARE INDEPENDENT OF THE DIRECTOR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS VOTE FOR NEW OR CONTINUING DIRECTORS WHOSE TERMS HAVE EXPIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS, OFFICERS, AND TRUSTEES ARE INVITED TO REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUESTED TO REVIEW DISCLOSURE STATEMENTS NO LESS THAN ANNUALLY. IN THE EVENT OF A CONFLICT OF INTEREST, THE OFFICER, DIRECTOR, OR TRUSTEE IS REQUESTED TO RELINQUISH OWNERSHIP/POSITION/TRANCACTIONS WHICH CREATE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES COPIES OF POLICIES AND GOVERNING DOCUMENTS UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPECIAL EVENTS 14,935 COST OF GOODS SOLD 1,947 SPECIAL EVENTS -14,935 COST OF GOODS SOLD -1,947
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10OHIO OPTOMETRIC ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0314442955
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADVANCING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10250 EAST WILSON BRIDGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine20SUITE 240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0WORTHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode043085
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01640
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0244992
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IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt052500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024918
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022068
IRS990/TotalFunctionalExpensesGrp/TotalAmt046986
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0300
IRS990/TotalLiabilitiesEOYAmt01315
IRS990/TotalLiabilitiesGrp/BOYAmt0300
IRS990/TotalLiabilitiesGrp/EOYAmt01315
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IRS990/TotalProgramServiceExpensesAmt022068
IRS990/TotalRevenueGrp/ExclusionAmt02538
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055038
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0244992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0254059

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,059
Liabilities
$1,315
Net assets
$252,744
Revenue
$55,038
Expenses
$46,986
Net income
$8,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.06$2.14$2.64$0.77$1.87
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.05$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.20$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.02$0.29$0.07$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.05$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.06$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.06$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.06$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.06$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.05$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.06$0.04$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.21$0.04