Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2021 • EIN 04-2563340

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

Organization ProfileWWW.HIGHLANDVALLEY.ORG

View Organization Page

320 Riverside DriveFlorence, MA 01062

(413) 586-2000

Siviq Scores

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

Liabilities / Assets

71st percentile

0.42x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

35th percentile

5.3%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$137,025

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

17%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$4,447,411

Up $1,306,979 (+42%) from 2020

Net Assets

Up

$2,595,180

Up $651,125 (+33%) from 2020

Liabilities

Up

$1,852,231

Up $655,854 (+55%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin35th percentile

Revenue

Up

$12,004,951

Up $1,785,295 (+17%) from 2020

Expenses

Up

$11,369,709

Up $1,222,191 (+12%) from 2020

Net Income

Up

$635,242

Up $563,104 (+781%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$10M$5.0M$0Assets 2010: $2,449,738Liabilities 2010: $1,419,929Net Assets 2010: $1,029,8092010Assets 2011: $2,478,101Liabilities 2011: $1,468,932Net Assets 2011: $1,009,1692011Assets 2012: $2,093,741Liabilities 2012: $1,233,608Net Assets 2012: $860,1332012Assets 2013: $1,787,755Liabilities 2013: $1,219,631Net Assets 2013: $568,1242013Assets 2014: $2,067,144Liabilities 2014: $691,717Net Assets 2014: $1,375,4272014Assets 2015: $2,284,330Liabilities 2015: $798,180Net Assets 2015: $1,486,1502015Assets 2016: $2,742,756Liabilities 2016: $1,070,431Net Assets 2016: $1,672,3252016Assets 2017: $2,623,893Liabilities 2017: $817,574Net Assets 2017: $1,806,3192017Assets 2018: $2,688,003Liabilities 2018: $796,191Net Assets 2018: $1,891,8122018Assets 2019: $3,002,017Liabilities 2019: $1,122,449Net Assets 2019: $1,879,5682019Assets 2020: $3,140,432Liabilities 2020: $1,196,377Net Assets 2020: $1,944,0552020Assets 2021: $4,447,411Liabilities 2021: $1,852,231Net Assets 2021: $2,595,1802021Assets 2022: $4,698,909Liabilities 2022: $1,511,023Net Assets 2022: $3,187,8862022Assets 2023: $6,428,582Liabilities 2023: $3,366,631Net Assets 2023: $3,061,9512023Assets 2024: $7,601,715Liabilities 2024: $3,488,079Net Assets 2024: $4,113,6362024Assets 2025: $8,528,635Liabilities 2025: $4,255,787Net Assets 2025: $4,272,8482025

Highlighted filing

2021

Assets$4,447,411
Liabilities$1,852,231
Net Assets$2,595,180
Open 2021 Filing

Operations Trend

Revenue Growth58th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $7,766,5622010Revenue 2011: $7,264,692Expenses 2011: $7,306,224Net Income 2011: -$41,5322011Expenses 2012: $6,883,4282012Revenue 2013: $6,183,509Expenses 2013: $6,486,680Net Income 2013: -$303,1712013Revenue 2014: $6,193,772Expenses 2014: $6,058,693Net Income 2014: $135,0792014Revenue 2015: $7,132,511Expenses 2015: $7,021,604Net Income 2015: $110,9072015Revenue 2016: $7,649,214Expenses 2016: $7,436,402Net Income 2016: $212,8122016Revenue 2017: $8,346,962Expenses 2017: $8,309,323Net Income 2017: $37,6392017Revenue 2018: $8,844,550Expenses 2018: $8,733,976Net Income 2018: $110,5742018Revenue 2019: $9,704,754Expenses 2019: $9,641,978Net Income 2019: $62,7762019Revenue 2020: $10,219,656Expenses 2020: $10,147,518Net Income 2020: $72,1382020Revenue 2021: $12,004,951Expenses 2021: $11,369,709Net Income 2021: $635,2422021Revenue 2022: $12,881,441Expenses 2022: $12,147,189Net Income 2022: $734,2522022Revenue 2023: $14,976,121Expenses 2023: $14,114,235Net Income 2023: $861,8862023Revenue 2024: $18,297,760Expenses 2024: $17,257,757Net Income 2024: $1,040,0032024Revenue 2025: $21,171,108Expenses 2025: $19,794,140Net Income 2025: $1,376,9682025

Highlighted filing

2021

Revenue$12,004,951
Expenses$11,369,709
Net Income$635,242
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$12,083,464
Mission and Program Overview

Mission

Highland valley elder services helps elders live at home safely and independently for as long as possible by providing assistance and access to a comprehensive range of services. Through a comprehensive assessment, case managers determine which services are needed, develop individualized service plans, arrange for the services and monitor them to ensure clients receive the care they need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,684,329$2,808,033▲ $1,123,704
Investments in Publicly Traded Securities$648,665$805,452▲ $156,787
Cash and Non-Interest-Bearing Accounts$539,049$429,415▼ $109,634
Savings and Temporary Cash Investments$104,261$214,951▲ $110,690
Land, Buildings, and Equipment, Net$132,580$142,319▲ $9,739
Prepaid Expenses and Deferred Charges$31,548$42,241▲ $10,693
Total Assets$3,140,432$4,447,411▲ $1,306,979
Other Assets Total$0$5,000▲ $5,000
Liabilities
Accounts Payable and Accrued Expenses$1,192,952$1,830,453▲ $637,501
Deferred Revenue$3,425$21,778▲ $18,353
Total Liabilities$1,196,377$1,852,231▲ $655,854
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,944,055$2,595,180▲ $651,125
Total Net Assets Fund Balance$1,944,055$2,595,180▲ $651,125
Total Liabilities and Net Assets / Fund Balance$3,140,432$4,447,411▲ $1,306,979

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$130,106$280,772$410,878
Leasehold Improvements$12,213$51,716$63,929
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan OuimetExecutive DirectorFT$124,503$12,522$137,025
Jacqueline LamarcheChief Financial OfficerFT$100,426$11,333$111,759

Board Members and Trustees

NameTitle
Estelle StaszPresident
Bruce BrewerVice President
Kathryn Pekela-serviceVice President
James KwiecinskiDirector
James LiptakDirector
Janice GibeauDirector
Jennifer RiversDirector
Joan LinnehanDirector
Kathy WinklerDirector
Norma HallockDirector
Patrick BroughDirector
Samuel CharronDirector
Susan KucharskiDirector
Nilda CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,070,424
Program Service Revenue
$898,742
Investment Income
$35,785
Other Revenue
$0
All Other Contributions
$144,064
Change in Net Assets
$635,242

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,996,162
Revenue Not Reported on Financial Statements
$8,789
Revenue Not Reported on Form 990
$129,792
Total Revenue per Audited Statements
$12,125,954
Total Revenue per Form 990
$12,004,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,943,636
Salaries, Compensation, and Employee Benefits$4,426,073
Total Fundraising Expense$106
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,692,516$617,902-$3,310,418
Other Employee Benefits$549,153$115,772-$664,925
Payroll Taxes$234,678$66,318-$300,996
Occupancy$160,222$43,928-$204,150
All Other Expenses$144,422$35,218-$179,640
Current Officers, Directors, Trustees, and Key Employees-$149,734-$149,734
Office Expenses$43,042$50,125$106$93,273
Information Technology$16,701$62,155-$78,856
Travel$66,061$281-$66,342
Fees for Services Other$37,313$9,906-$47,219
Depreciation Depletion$35,773$7,858-$43,631
Advertising$21,451$15,630-$37,081
Insurance$9,210$24,558-$33,768
Fees for Services Accounting-$30,300-$30,300
Fees for Service Investment Mgmnt Fees-$8,789-$8,789
Conferences and Meetings$1,062$578-$1,640
Other Expenses$216--$216
Total Functional Expenses$10,130,551$1,239,052$106$11,369,709

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,369,709
Expenses per Audited Statements$11,360,920
Total Expenses per Audited Statements$11,360,920
Expenses Not Reported on Financial Statements$8,789
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
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
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

“A copy of form 990 is submitted to and reviewed by the full board of directors prior to filing. The chief financial officer also reviews form 990 before signing.”

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

“Members of the board of directors and employees are required to report potential conflicts of interest annually.”

Form 990, Part VI, Section B, Line 15

“Personnel committee of the board of directors reviews and approves compensation for the executive director.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Highland Valley Elder Services Inc
EIN
04-2563340
Phone
4135862000
Address
320 RIVERSIDE DRIVE, FLORENCE, MA 01062

Signing Officer

Name
Jacqueline Lamarche
Title
Chief Financial Officer
Phone
4135862000
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Lamarche
Formed
1975
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
126
Volunteers
100

Preparer

Firm
Adelson & Company Pc
Address
100 NORTH STREET, PITTSFIELD, MA 01201
Preparer
David M Irwin CPA
Phone
4134436408
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Eoea required payment to asap network -113,909.”

Financial Statement Notes

PART X, LINE 2:

“Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
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IRS990/InsuranceGrp/ProgramServicesAmt09210
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0HIGHLAND VALLEY ELDER SERVICES HELPS ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES. THROUGH A COMPREHENSIVE ASSESSMENT, CASE MANAGERS DETERMINE WHICH SERVICES ARE NEEDED, DEVELOP INDIVIDUALIZED SERVICE PLANS, ARRANGE FOR THE SERVICES AND MONITOR THEM TO ENSURE CLIENTS RECEIVE THE CARE THEY NEED.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026354
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0129792
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IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt0160222
IRS990/OccupancyGrp/TotalAmt0204150
IRS990/OfficeExpensesGrp/FundraisingAmt0106
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050125
IRS990/OfficeExpensesGrp/ProgramServicesAmt043042
IRS990/OfficeExpensesGrp/TotalAmt093273
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt05000
IRS990/OtherChangesInNetAssetsAmt0-113909
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0115772
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0549153
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0664925
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTED DIRECT CA
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc3DIRECT CARE CONSULTANT
IRS990/OtherExpensesGrp/ProgramServicesAmt05714665
IRS990/OtherExpensesGrp/ProgramServicesAmt1369393
IRS990/OtherExpensesGrp/ProgramServicesAmt234673
IRS990/OtherExpensesGrp/ProgramServicesAmt3216
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IRS990/OtherExpensesGrp/TotalAmt1369393
IRS990/OtherExpensesGrp/TotalAmt234673
IRS990/OtherExpensesGrp/TotalAmt3216
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt066318
IRS990/PayrollTaxesGrp/ProgramServicesAmt0234678
IRS990/PayrollTaxesGrp/TotalAmt0300996
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042241
IRS990/PrincipalOfficerNm0JACQUELINE LAMARCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0OTHER GRANTS AND CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM INCOME - CLIENT CO-PAYS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0793197
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt187927
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME CARE PROGRAMFROM BASIC HOMEMAKING AND PERSONAL CARE ASSISTANCE TO HEALTHCARE PLANNING, HIGHLAND VALLEY ELDER SERVICES STAFF COORDINATES A WIDE VARIETY OF SERVICES THAT ENABLE ELDERS TO STAY SAFELY IN THEIR HOMES. CARE ADVISORS AND NURSES CONDUCT REGULAR HOME VISITS TO MONITOR PROGRESS AND ADVOCATE FOR ELDERS WHO NEED ADDITIONAL SERVICES, INCLUDING ADULT DAY PROGRAMS, PERSONAL EMERGENCY RESPONSE SERVICES, HOME DELIVERED MEALS, AND MANY OTHER SERVICES.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0123709
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY CHOICES PROGRAM ASSIST ELDERS TO SECURE AND MAINTAIN INDEPENDENCE IN THEIR HOME ENVIRONMENT. CASE MANAGERS COMPLETE AN ASESSMENT TO DETERMINE ELIGIBILITY, DEVELOP A SERVICE PLAN, ARRANGE FOR SERVICES FROM ONE OF MANY VENDORS WITH WHICH THE ORGANIZATION CONTRACTS, AND MONITOR SERVICES ON A SCHEDULED AS-NEEDED BASIS. SERVICES INCLUDE ADULT DAY HEALTH, HOME HEALTH AIDE, HOMEMAKER, PERSONAL CARE, HOME DELIVERED MEALS, PERSONAL CARE, AND MANY OTHERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03743757
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TITLE III SUPPORT SERVICES, OMBUDSMAN, CLINICAL ASSESSMENT & ELIGIBILITY, PROTECTIVE SERVICES, LONG-TERM CARE AND ADRC OPTIONS, MONEY MANAGEMENT PROGRAM, ENHANCED COMMUNITY OPTIONS PROGRAM, SUPPORTIVE HOUSING, TITLE III E
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0687106
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalRevenueAmt010219656
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0635242
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt087927
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0104261
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0214951
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08789
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,447,411
Liabilities
$1,852,231
Net assets
$2,595,180
Revenue
$12,004,951
Expenses
$11,369,709
Net income
$635,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.53$4.26$4.27$21.2$19.8$1.38
2024Detailed filing. Detailed filing data is available for this year.$7.60$3.49$4.11$18.3$17.3$1.04
2023Detailed filing. Detailed filing data is available for this year.$6.43$3.37$3.06$15.0$14.1$0.86
2022Detailed filing. Detailed filing data is available for this year.$4.70$1.51$3.19$12.9$12.1$0.73
2021Detailed filing. Detailed filing data is available for this year.$4.45$1.85$2.60$12.0$11.4$0.64
2020Detailed filing. Detailed filing data is available for this year.$3.14$1.20$1.94$10.2$10.1$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.00$1.12$1.88$9.70$9.64$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.80$1.89$8.84$8.73$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.82$1.81$8.35$8.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.74$1.07$1.67$7.65$7.44$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.80$1.49$7.13$7.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.69$1.38$6.19$6.06$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.22$0.57$6.18$6.49$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$1.23$0.86$6.88
2011Summary only. Only limited summary data is available for this year.$2.48$1.47$1.01$7.26$7.31$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$1.42$1.03$7.77