Civic Intelligence

Primary Source Inc.

990 • Fiscal year 2016 • EIN 04-2911053

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization ProfileWWW.PRIMARYSOURCE.ORG
101 Walnut StreetWatertown, MA 02472

(617) 923-9933

Siviq Scores

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

Liabilities / Assets

45th percentile

0.07x

Higher debt load relative to assets than 45% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$121,469

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

2nd percentile

-49%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

10.0%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$347,056

Down $339,374 (-49%) from 2015

Net Assets

Down

$321,768

Down $341,607 (-51%) from 2015

Liabilities

Up

$25,288

Up $2,233 (+9.7%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin11th percentile

Revenue

Up

$1,095,911

Up $99,212 (+10.0%) from 2015

Expenses

Down

$1,419,328

Down $128,770 (-8.3%) from 2015

Net Income

Up

-$323,417

Up $227,982 (+41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,502,944Liabilities 2010: $71,376Net Assets 2010: $2,431,5682010Assets 2011: $2,199,010Liabilities 2011: $64,616Net Assets 2011: $2,134,3942011Assets 2012: $1,920,824Liabilities 2012: $63,517Net Assets 2012: $1,857,3072012Assets 2013: $1,584,853Liabilities 2013: $46,558Net Assets 2013: $1,538,2952013Assets 2014: $1,271,253Liabilities 2014: $42,299Net Assets 2014: $1,228,9542014Assets 2015: $686,430Liabilities 2015: $23,055Net Assets 2015: $663,3752015Assets 2016: $347,056Liabilities 2016: $25,288Net Assets 2016: $321,7682016Assets 2017: $435,969Liabilities 2017: $35,444Net Assets 2017: $400,5252017Assets 2018: $437,925Liabilities 2018: $20,730Net Assets 2018: $417,1952018Assets 2019: $428,544Liabilities 2019: $289,898Net Assets 2019: $138,6462019Assets 2020: $548,783Liabilities 2020: $338,900Net Assets 2020: $209,8832020Assets 2021: $560,849Liabilities 2021: $197,795Net Assets 2021: $363,0542021Assets 2022: $856,607Liabilities 2022: $329,732Net Assets 2022: $526,8752022Assets 2023: $774,536Liabilities 2023: $271,930Net Assets 2023: $502,6062023Assets 2024: $758,243Liabilities 2024: $304,966Net Assets 2024: $453,2772024

Highlighted filing

2016

Assets$347,056
Liabilities$25,288
Net Assets$321,768
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,517,2932010Expenses 2011: $1,721,7922011Expenses 2012: $1,617,1552012Revenue 2013: $1,221,837Expenses 2013: $1,555,929Net Income 2013: -$334,0922013Revenue 2014: $1,107,910Expenses 2014: $1,416,519Net Income 2014: -$308,6092014Revenue 2015: $996,699Expenses 2015: $1,548,098Net Income 2015: -$551,3992015Revenue 2016: $1,095,911Expenses 2016: $1,419,328Net Income 2016: -$323,4172016Revenue 2017: $1,333,130Expenses 2017: $1,240,802Net Income 2017: $92,3282017Revenue 2018: $916,323Expenses 2018: $899,653Net Income 2018: $16,6702018Revenue 2019: $798,465Expenses 2019: $881,847Net Income 2019: -$83,3822019Revenue 2020: $1,015,692Expenses 2020: $944,455Net Income 2020: $71,2372020Revenue 2021: $1,214,924Expenses 2021: $1,061,753Net Income 2021: $153,1712021Revenue 2022: $1,269,755Expenses 2022: $1,105,934Net Income 2022: $163,8212022Revenue 2023: $1,106,353Expenses 2023: $1,130,622Net Income 2023: -$24,2692023Revenue 2024: $973,055Expenses 2024: $1,022,384Net Income 2024: -$49,3292024

Highlighted filing

2016

Revenue$1,095,911
Expenses$1,419,328
Net Income-$323,417
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$1,245,563
Mission and Program Overview

Mission

Primary source educates global citizens by working with teachers to foster students' knowledge, skills, and dispositions for thoughtful and engaged citizenship. With our guidance and resources, teachers cultivate students' civic-mindedness, cultural awareness, and global educational programs.

Promote history and humanities education by connecting educators to people and cultures throughout the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$299,077$136,828▼ $162,249
Investments in Publicly Traded Securities$125,471$68,318▼ $57,153
Accounts Receivable$91,183$38,366▼ $52,817
Prepaid Expenses and Deferred Charges$19,015$32,718▲ $13,703
Pledges and Grants Receivable$2,848$25,048▲ $22,200
Cash and Non-Interest-Bearing Accounts$117,156$21,796▼ $95,360
Land, Buildings, and Equipment, Net$18,486$10,788▼ $7,698
Total Assets$686,430$347,056▼ $339,374
Other Assets Total$13,194$13,194→ $0
Liabilities
Accounts Payable and Accrued Expenses$23,055$25,288▲ $2,233
Total Liabilities$23,055$25,288▲ $2,233
Net Assets / Fund Balance
Unrestricted Net Assets$388,344$166,373▼ $221,971
Temporarily Rstr Net Assets$153,591$91,955▼ $61,636
Permanently Rstr Net Assets$121,440$63,440▼ $58,000
Total Net Assets Fund Balance$663,375$321,768▼ $341,607
Total Liabilities and Net Assets / Fund Balance$686,430$347,056▼ $339,374

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,788$16,419$27,207

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$187,690$-66,482▲ $4,908$51,272$74,844
2015$203,365$-11,725▼ $3,950-$187,690
2014$196,092-▲ $7,273-$203,365
2013$176,989-▲ $19,103-$196,092
2012$173,227-▲ $3,762-$176,989
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BoyleExecutive DirectorFT$106,510$14,959$121,469

Board Members and Trustees

NameTitle
Rosemary Hoey-pisanoBoard Chair
Rosalie Kerr Left in 2016Vice President
Anne WattBoard Member
Claudette Hunt Left in 2016Board Member
Evelyne Vallet Left in 2016Board Member
Katherine Fick Left in 2016Board Member
L Ramakrishnan Left in 2016Board Member
Matt ZaloshBoard Member
Mike MacewenBoard Member
Morgan Brown Left in 2016Board Member
Susan J Goldberg Left in 2016Board Member
Farida Kathawalla Left in 2016Director
Nada Jovanovic Left in 2016Director
William FlemerDirector
Gerald E CampbellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$446,332
Program Service Revenue
$662,044
Investment Income
$-9,314
Other Revenue
$-3,151
All Other Contributions
$403,832
Change in Net Assets
$-323,417

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,095,911
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-8,289
Total Revenue per Audited Statements
$1,087,622
Total Revenue per Form 990
$1,095,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$917,752
Other Expenses$501,576
Total Fundraising Expense$175,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$487,809$108,062$85,953$681,824
Fees for Services Other$176,706$6,607$11,527$194,840
Occupancy$102,628$24,017$20,338$146,983
Current Officers, Directors, Trustees, and Key Employees$68,023$29,152$24,294$121,469
Payroll Taxes$41,410$9,173$7,297$57,880
Other Employee Benefits$32,671$6,506$4,847$44,024
Travel$30,417$1,313$780$32,510
Other Expenses$6,481$10,645$6,768$23,894
Fees for Services Accounting-$20,613-$20,613
Office Expenses$12,302$1,612$1,920$15,834
Pension Plan Contributions$7,031$3,013$2,511$12,555
Depreciation Depletion$5,570$1,058$1,070$7,698
Total Functional Expenses$1,014,110$230,083$175,135$1,419,328

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,429,229
Expenses per Audited Statements$1,419,328
Total Expenses per Form 990$1,419,328
Expenses Not Reported on Form 990$9,901
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,901
Fundraising Gross Income$6,750
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit$49,250$6,750$1,319$5,431
Total Events$49,250$6,750$9,901$-3,151
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
Yes
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, Part VI, Section B, Line 11B

“A copy of form 990 is sent to the finance committee for review and is then forwarded on to the board of directors for approval before it is filed.”

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

“Board members are required to sign off on conflict of interest policies annually. These are maintained by the hr and administration office. Once new members have been added to the board, they are required to fill out and sign a conflict of interest policy. The secretary of the board ensures that all members have signed off on the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“An annual review and evaluation completed by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Primary source makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Primary Source Inc
EIN
04-2911053
Phone
6179239933
Address
101 WALNUT STREET, WATERTOWN, MA 02472

Signing Officer

Name
Jennifer Boyle
Title
Executive Director
Phone
6179239933
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Boyle
Formed
1989
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
18
Volunteers
20

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
21 EAST MAIN STREET, WESTBOROUGH, MA 01581
Preparer
Charles J Webb CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 55,701. Management and general expenses 6,607. Fundraising expenses 11,027. Total expenses 73,335. Consultants: program service expenses 121,005. Management and general expenses 0. Fundraising expenses 500. Total expenses 121,505.”

FORM 990, PART XI, LINE 9:

“Endowment gift refunded -33,536.”

FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS:

“The process has not changed since the prior year.”

Financial Statement Notes

PART V, LINE 4:

“During 2006, primary source established the "founders endowment" to provide annual income for its programs. During 2016, donors that had made $28,000 of permenently restricted contributions in the past, formally removed the restriction on those contributions. During 2016 the donors also removed the restriction on the temporarily restricted earnings on these contributions which totaled $4,946. During 2016 a donor who had previously made a permanently restricted gift in 2006 requested that the grant be refunded. The grant and related accumulated appreciation totaled $33,536.”

PART X, LINE 2:

“The agency accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. The agency has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at december 31, 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of holding special events, netted with revenue on part viii 9,901. Endowment gift refunded -33,536.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of holding special events, netted with revenue on part viii 9,901.”

Raw XML AppendixShowing 400 of 558 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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IRS990/Desc0EDUCATIONAL PROGRAMS: OUR PROFESSIONAL DEVELOPMENT OPPORTUNITIES INCLUDE SUMMER INSTITUTES, SEMINARS, WORKSHOPS, CONFERENCES, AND CURRICULUM DEVELOPMENT. PROGRAMS ARE BUILT AROUND PARTICIPATION BY SCHOLARS AND EXPERT TEACHERS, FOSTERING AN INTELLECTUAL EXCHANGE THAT ACKNOWLEDGES THE PIVOTAL ROLE TEACHERS PLAY IN THE CREATION OF AN AWARE AND KNOWLEDGEABLE PUBLIC. TEACHERS CAN OBTAIN PROFESSIONAL DEVELOPMENT POINTS FOR ALL OUR PROGRAMS AND SOME ALSO OFFER GRADUATE CREDIT. DISTRIBUTION OF EDUCATIONAL MATERIALS: PRIMARY SOURCE PUBLISHES CURRICULUM RESOURCES THAT EXPAND TEACHERS' KNOWLEDGE ABOUT THE HISTORY & CULTURE OF DIVERSE PEOPLES & REGIONS OF THE WORLD. THE PRIMARY SOURCE WEBSITE & E-NEWSLETTER PROVIDE A WEB-BASED FORUM TO DISTRIBUTE EDUCATIONAL RESOURCES AND UPDATE TEACHERS ABOUT LEARNING OPPORTUNITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE GOAL OF THE AGENCY IS TO PROMOTE HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS. IN PARTNERSHIP WITH TEACHERS, SCHOLARS, AND THE BROADER COMMUNITY, THE AGENCY PROVIDES LEARNING OPPORTUNITIES AND CURRICULUM RESOURCES FOR K-12 EDUCATORS. BY INTRODUCING GLOBAL CONTENT, THE AGENCY SHAPES THE WAY TEACHERS AND STUDENTS LEARN, SO THAT THEIR KNOWLEDGE IS DEEPER AND THEIR THINKING IS FLEXIBLE AND OPEN TO INQUIRY. PRIMARY SOURCE HAS PARTNERSHIP CONTRACTS WITH 50 SCHOOLS AND SCHOOL DISTRICTS FOR PROFESSIONAL DEVELOPMENT PROGRAMS IN HISTORY AND HUMANITIES.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110645
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IRS990/OtherExpensesGrp/ProgramServicesAmt16481
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IRS990/OtherExpensesGrp/TotalAmt123894
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09173
IRS990/PayrollTaxesGrp/ProgramServicesAmt041410
IRS990/PayrollTaxesGrp/TotalAmt057880
IRS990/PensionPlanContributionsGrp/FundraisingAmt02511
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03013
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IRS990/PensionPlanContributionsGrp/TotalAmt012555
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032718
IRS990/PrincipalOfficerNm0JENNIFER BOYLE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0662044
IRS990/ProgSrvcAccomActy2Grp/Desc0LIBRARY: THE PRIMARY SOURCE LIBRARY IS AN ESSENTIAL SUPPORTINGCOMPONENT OF ALL OF OUR PROGRAMS AND A RICH RESOURCE FOR K-12EDUCATORS. THE LIBRARY AND ITS WEB PRESENCE ARE AVAIABLE TO ALL;MEMBERS OR TEACHERS IN PARTNER DISTRICTS CAN TAKE ADVANTAGE OF ACIRCULATING COLLECTION OF OVER 6,000 BOOKS; 800 FILM/VIDEO AND OVER 350TEACHER CREATED CIRRICULUM UNITS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt042154
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02132
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL PROGRAM RESEARCH & DEVELOPMENT: TO ENSURE HIGH QUALITY PROGRAMS FOR K-12 TEACHERS, PRIMARY SOURCE CAREFULLY RESEARCHES BEST PRACTICES & CURRENT SCHOLARSHIP IN THE FIELD OF GLOBAL EDUCATION. RESEARCH & RESOURCE DEV ENABLES THE ORG TO CREATE PROGRAMS THAT HELP EDUCATORS INTRODUCE A GLOBAL PERSPECTIVE TO THE CLASSROOM. THROUGHOUT THE YEAR THE STAFF CONDUCTS EVALUATIONS BASED ON PARTICIPANT FEEDBACK, IN ORDER TO INFORM ITS DEVELOPMENT OF FUTURE GLOBAL EDUCATION PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0152988
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt032025
IRS990/ProgSrvcAccomActyOtherGrp/Desc0STUDY TOURS: PRIMARY SOURCE'S STUDY TOURS ARE DESIGNED TO DEEPEN EDUCATORS' KNOWLEDGE ABOUT THE WORLD SO THAT THEY ARE BETTER ABLE TO EDUCATE FOR GLOBAL UNDERSTANDING. PARTICIPANTS TRAVEL TO COUNTRIES IN ASIA, AFRICA, AND LATIN AMERICA WITH OTHER EDUCATORS AND SCHOOL ADMINISTRATORS. THEY VISIT LOCAL SCHOOLS IN ADDITION TO HISTORICAL AND CULTURAL SITES.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$347,056
Liabilities
$25,288
Net assets
$321,768
Revenue
$1,095,911
Expenses
$1,419,328
Net income
-$323,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.30$0.45$0.97$1.02$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.27$0.50$1.11$1.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.33$0.53$1.27$1.11$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.20$0.36$1.21$1.06$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.34$0.21$1.02$0.94$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.29$0.14$0.80$0.88$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.02$0.42$0.92$0.90$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.04$0.40$1.33$1.24$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.03$0.32$1.10$1.42$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.66$1.00$1.55$0.55
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.04$1.23$1.11$1.42$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.05$1.54$1.22$1.56$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.06$1.86$1.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.06$2.13$1.72
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.07$2.43$1.52