Civic Intelligence

Mass Insight Education and Research Institute Inc.

990 • Fiscal year 2022 • EIN 04-3369687

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 27, 2023

69 Canal Street 3rd FloorBoston, MA 02114

(857) 315-5243

Siviq Scores

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

Liabilities / Assets

68th percentile

0.36x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.17x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

28th percentile

-1.2%

Higher net margin than 28% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

79th percentile

$300,998

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$4,863,947

Down $622,762 (-11%) from 2021

Net Assets

Down

$3,097,469

Down $128,745 (-4.0%) from 2021

Liabilities

Down

$1,766,478

Down $494,017 (-22%) from 2021

Revenue

Up

$10,520,737

Up $2,466,018 (+31%) from 2021

Expenses

Up

$10,649,482

Up $4,315,184 (+68%) from 2021

Net Income

Down

-$128,745

Down $1,849,166 (-107%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,382,698Liabilities 2010: $239,131Net Assets 2010: $2,143,5672010Assets 2011: $2,564,545Liabilities 2011: $488,503Net Assets 2011: $2,076,0422011Assets 2012: $4,150,508Liabilities 2012: $1,067,964Net Assets 2012: $3,082,5442012Assets 2013: $4,443,265Liabilities 2013: $1,663,917Net Assets 2013: $2,779,3482013Assets 2014: $3,770,771Liabilities 2014: $2,738,186Net Assets 2014: $1,032,5852014Assets 2015: $3,029,392Liabilities 2015: $1,587,134Net Assets 2015: $1,442,2582015Assets 2016: $1,957,008Liabilities 2016: $1,728,046Net Assets 2016: $228,9622016Assets 2017: $3,137,656Liabilities 2017: $2,035,028Net Assets 2017: $1,102,6282017Assets 2018: $2,818,430Liabilities 2018: $1,824,004Net Assets 2018: $994,4262018Assets 2019: $2,796,218Liabilities 2019: $1,763,548Net Assets 2019: $1,032,6702019Assets 2020: $3,372,006Liabilities 2020: $1,866,213Net Assets 2020: $1,505,7932020Assets 2021: $5,486,709Liabilities 2021: $2,260,495Net Assets 2021: $3,226,2142021Assets 2022: $4,863,947Liabilities 2022: $1,766,478Net Assets 2022: $3,097,4692022Assets 2023: $3,071,241Liabilities 2023: $1,202,067Net Assets 2023: $1,869,1742023Assets 2024: $1,794,800Liabilities 2024: $832,286Net Assets 2024: $962,5142024Assets 2025: $1,986,796Liabilities 2025: $646,295Net Assets 2025: $1,340,5012025

Highlighted filing

2022

Assets$4,863,947
Liabilities$1,766,478
Net Assets$3,097,469

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,182,7182010Expenses 2011: $7,557,9562011Expenses 2012: $9,539,7442012Revenue 2013: $11,042,114Expenses 2013: $11,270,310Net Income 2013: -$228,1962013Revenue 2014: $9,638,261Expenses 2014: $11,385,024Net Income 2014: -$1,746,7632014Revenue 2015: $9,833,374Expenses 2015: $9,423,701Net Income 2015: $409,6732015Revenue 2016: $3,257,388Expenses 2016: $4,470,684Net Income 2016: -$1,213,2962016Revenue 2017: $9,329,772Expenses 2017: $8,490,869Net Income 2017: $838,9032017Revenue 2018: $7,036,336Expenses 2018: $7,083,528Net Income 2018: -$47,1922018Revenue 2019: $7,002,408Expenses 2019: $6,966,664Net Income 2019: $35,7442019Revenue 2020: $7,652,856Expenses 2020: $7,087,168Net Income 2020: $565,6882020Revenue 2021: $8,054,719Expenses 2021: $6,334,298Net Income 2021: $1,720,4212021Revenue 2022: $10,520,737Expenses 2022: $10,649,482Net Income 2022: -$128,7452022Revenue 2023: $11,208,796Expenses 2023: $12,437,091Net Income 2023: -$1,228,2952023Revenue 2024: $9,247,699Expenses 2024: $10,154,359Net Income 2024: -$906,6602024Revenue 2025: $7,560,823Expenses 2025: $7,182,836Net Income 2025: $377,9872025

Highlighted filing

2022

Revenue$10,520,737
Expenses$10,649,482
Net Income-$128,745
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 27, 2023
Return Version
2021v4.2
Gross Receipts
$10,520,737
Mission and Program Overview

Mission

To partner with states, districts, schools, and communities to implement customized strategies and build capacity to advance equity and opportunity in k-12 education, so that all students, and particularly those who have been systemically marginalized, are prepared to achieve their academic and personal potential.

To provide leadership in closing the achievement and opportunity gaps for underserved students by focusing on system transformation and student academic success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,420,380$2,401,597▼ $18,783
Savings and Temporary Cash Investments$1,959,231$1,297,527▼ $661,704
Cash and Non-Interest-Bearing Accounts$260,368$679,818▲ $419,450
Pledges and Grants Receivable$734,206$277,750▼ $456,456
Prepaid Expenses and Deferred Charges$44,658$135,451▲ $90,793
Land, Buildings, and Equipment, Net$23,030$41,157▲ $18,127
Intangible Assets$11,555$0▼ $11,555
Inventories for Sale or Use$4,631$1,997▼ $2,634
Total Assets$5,486,709$4,863,947▼ $622,762
Other Assets Total$28,650$28,650→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,156,384$1,286,079▲ $129,695
Deferred Revenue$942,312$355,212▼ $587,100
Mortgage Notes Payable Secured by Investment Property$146,119$119,186▼ $26,933
Other Liabilities$15,680$6,001▼ $9,679
Total Liabilities$2,260,495$1,766,478▼ $494,017
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,081,085$2,580,938▲ $499,853
Net Assets With Donor Restrictions$1,145,129$516,531▼ $628,598
Total Net Assets Fund Balance$3,226,214$3,097,469▼ $128,745
Total Liabilities and Net Assets / Fund Balance$5,486,709$4,863,947▼ $622,762

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$41,157$219,561$260,718
Leasehold Improvements$0$9,128$9,128
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan F LusiPresident and CEOFT$254,805$46,193$300,998
Margery L PierceyCFO/COOFT$224,117$27,081$251,198
Robert Wf JentschChief Program/strategy OfficerFT$155,229$6,929$162,158
John R SchneiderMng Director of Policy/advocacyFT$133,078$20,736$153,814
Sally GuadagnoMng Director of Ap Stem/englishFT$140,076$6,333$146,409
Jenna BullockMng Director of School ImprovementFT$110,921$10,380$121,301
Marcia LetourneauSr Content Dir, MathematicsFT$112,210-$112,210

Board Members and Trustees

NameTitle
Gary EveeChairman
Beth GamseDirector
Chris HoranDirector
David AdamsDirector
Ernesto GonzalezDirector
Francis KellyDirector
Jeffrey DavisDirector
Jill NortonDirector
Kamau HixonDirector
Richard TaggartDirector
Paula NassifDirector/clerk
Cecilia M FrerotteDirector/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Friday Partners LLCEducational Consulting490 43RD STREET, Oakland, CA 94609$162,585
Revenue and Support

Revenue Composition

Contributions and Grants
$4,851,406
Program Service Revenue
$5,668,744
Investment Income
$587
Other Revenue
$0
All Other Contributions
$1,192,898
Change in Net Assets
$-128,745

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Books and Publications$140,594Fair Market Value (FMV)
Total Noncash Contributions$140,594-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,520,737
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$208,739
Total Revenue per Audited Statements
$10,729,476
Total Revenue per Form 990
$10,520,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,045,255
Other Expenses$3,534,227
Total Fundraising Expense$379,667
Grants and Similar Amounts Paid$70,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,579,410$614,120$238,883$5,432,413
Fees for Services Other$1,383,954$352,324$161$1,736,439
Current Officers, Directors, Trustees, and Key Employees$30,267$516,591$30,726$577,584
Payroll Taxes$407,681$98,500$23,600$529,781
Other Employee Benefits$244,637$57,045$41,053$342,735
Travel$189,935$67,775$33$257,743
Information Technology$168,278$40,090$16,593$224,961
Office Expenses$145,119$35,171$1,241$181,531
Occupancy$70,093$85,864$19,276$175,233
Pension Plan Contributions$139,877$18,941$3,924$162,742
Other Expenses$153,142--$153,142
Grants to Domestic Orgs$70,000--$70,000
Fees for Services Lobbying$50,000--$50,000
Insurance$31,749$7,355$1,612$40,716
Depreciation Depletion$21,162$7,168$2,389$30,719
Advertising$1,339$22,556$14$23,909
Fees for Services Accounting-$19,370-$19,370
Interest$3,830$856$162$4,848
Total Functional Expenses$8,326,089$1,943,726$379,667$10,649,482

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,858,221
Expenses per Audited Statements$10,649,482
Total Expenses per Form 990$10,649,482
Expenses Not Reported on Form 990$208,739
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Springfield Public SchoolSpringfield, MACity of SpringfieldProvide Training and Mentoring to Teachers of Color$26,200
Worcester Public SchoolWorcester, MACity of WorcesterEnhance Recruitment and Provide Support to Teachers of Color That Aspire to Teach Ap$12,500
New Bedford Public SchoolsNew Bedford, MACity of New BedfordSupport the Recruitment and Retention of Teachers of Color$10,000
Nipmuc Regional High SchoolUpton, MATown of UptonSupport the Recruitment and Retention of Teachers of Color$8,800
Haverhill High SchoolHaverhill, MACity of HaverillSupport Professional Development, Mentoring New Ap Teachers of Color$7,500
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$6,001
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

The finance and audit committee reviews and approves the form 990 prior to its filing. The form 990 is made available for review to all members of the board of directors prior to its filing.

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

The policy is reviewed and signed on an annual basis. The signed policies are kept on file. The administrative manager is responsible for following up to ensure documents are reviewed and signed on a timely basis.

Form 990, Part VI, Section B, Line 15

The human resource director compiles salary data from comparable organizations (nature of operations, size, geography) for comparable job descriptions. The data is provided to the board for reference when approving compensation for the ceo and the cfo/coo. Increases are approved by the board. Upon request or as initiated by the human resource director, updated market comparable data is presented to the board.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are made available on massachusetts' official website for public charities and upon request.

Filing and Contact Details

Filer

Filer Name
Mass Insight Education and Research
EIN
04-3369687
Phone
8573155243
Address
69 CANAL STREET 3RD FLOOR, BOSTON, MA 02114

Signing Officer

Name
Margery L Piercey
Title
CFO/COO
Phone
8573155243
Signed
2023-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margery L Piercey
Formed
1997
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
12
Employees
78
Volunteers
17

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Sandra M Brown CPA
Phone
5088717178
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract services: program service expenses 904,436. Management and general expenses 352,324. Fundraising expenses 161. Total expenses 1,256,921. Instructor fees: program service expenses 479,518. Management and general expenses 0. Fundraising expenses 0. Total expenses 479,518.

Financial Statement Notes

PART X, LINE 2:

Income taxes: mass insight accounts for uncertainty in income taxes in accordance with asc topic 740, income taxes. This standard clarifies the accounting for uncertainty in tax positions. Mass insight has determined that there are no uncertain tax positions, including its ongoing qualification as a tax-exempt entity, that require recognition or disclosure in the financial statements. Mass insight's information returns are subject to examination by the federal and state jurisdictions and generally remain open for the most recent three years.

Raw XML AppendixShowing 400 of 730 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/Form990PartVIISectionAGrp/PersonNm17MARCIA LETOURNEAU
IRS990/Form990PartVIISectionAGrp/PersonNm18JENNA BULLOCK
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF PROGRAM/STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MNG DIR OF POLICY/ADVOCACY
IRS990/Form990PartVIISectionAGrp/TitleTxt16MNG DIR OF AP STEM/ENGLISH
IRS990/Form990PartVIISectionAGrp/TitleTxt17SR CONTENT DIR, MATHEMATICS
IRS990/Form990PartVIISectionAGrp/TitleTxt18MNG DIR OF SCHOOL IMPROVEMENT
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IRS990/MissionDesc0TO PARTNER WITH STATES, DISTRICTS, SCHOOLS, AND COMMUNITIES TO IMPLEMENT CUSTOMIZED STRATEGIES AND BUILD CAPACITY TO ADVANCE EQUITY AND OPPORTUNITY IN K-12 EDUCATION, SO THAT ALL STUDENTS, AND PARTICULARLY THOSE WHO HAVE BEEN SYSTEMICALLY MARGINALIZED, ARE PREPARED TO ACHIEVE THEIR ACADEMIC AND PERSONAL POTENTIAL.
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IRS990/OfficeExpensesGrp/FundraisingAmt01241
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IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL IMPROVEMENT
IRS990/ProgramServiceRevenueGrp/Desc1AP STEM & ENGLISH
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1402705
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOOL IMPROVEMENT. OUR SCHOOL IMPROVEMENT TEAM WORKS WITH SCHOOLS, DISTRICTS, AND STATE EDUCATION AGENCIES NATIONWIDE. MASS INSIGHT'S SUPPORT TO PARTNERS INCLUDES DIAGNOSTICS, STRATEGIC PLANNING, AND IMPLEMENTATION SUPPORT. MASS INSIGHT ALSO FACILITATES NETWORKS TO ADVANCE THINKING AND BEST PRACTICES RELATED TO SCHOOL IMPROVEMENT.IN SY2021-22, MASS INSIGHT'S SCHOOL IMPROVEMENT EFFORTS ENGAGED 15 PARTNERS SERVING 9,081 SCHOOLS AND 5,599,850 RACIALLY/ETHNICALLY AND SOCIOECONOMICALLY DIVERSE STUDENTS. THE RACIAL/ETHNIC AND SOCIOECONOMIC COMPOSITION OF THE AVERAGE MI PARTNER WAS 33% LOW-INCOME, 19% LATINO, 18% BLACK, 56% WHITE AND 5% ASIAN. DURING SY2021-22, 53% OF SCHOOLS WITH MASS INSIGHT PARTNERED WERE DESIGNATED BY STATES AS IN NEED OF "COMPREHENSIVE SUPPORT AND IMPROVEMENT OR "TARGETED SUPPORT AND IMPROVEMENT." DURING THE 2021-2022 SCHOOL YEAR, MASS INSIGHT'S SCHOOL IMPROVEMENT ENGAGEMENTS INCLUDED EQUITY AUDITS, NON-EVALUATIVE SCHOOL ASSESSMENTS, AND SCHOOL IMPROVEMENT PLANNING AND IMPLEMENTATION SUPPORT. PARTNERS REPORT IMPROVED ORGANIZATIONAL COHERENCE AND LEADERSHIP CAPACITY. IN ONE ENGAGEMENT AFFECTING MORE THAN 43 SCHOOLS, 76.47% OF SURVEY RESPONDENTS STRONGLY AGREED OR AGREED THAT MASS INSIGHT'S SUPPORT IMPROVED COHERENCE WITHIN THEIR ORGANIZATION. IN ANOTHER DISTRICT-LEVEL ENGAGEMENT, 100% OF SURVEY RESPONDENTS STRONGLY AGREED OR AGREED THAT MI'S SUPPORT IMPROVED THEIR CAPACITY TO MAKE DECISIONS.ALSO IN SY2021-22, MASS INSIGHT COMPLETED THE WORK OF THE ADVANCED PLACEMENT ACTION COMMUNITY, WHICH USED CONTINUOUS IMPROVEMENT METHODS TO IMPROVE AP PARTICIPATION AND SUCCESS FOR STUDENTS WHO ARE BLACK, LATINO, AND/OR FROM LOW-INCOME BACKGROUNDS. HIGHLIGHTS INCLUDE A 145.45% INCREASE IN AP EXAMS TAKEN AND A 113.33% INCREASE QUALIFYING SCORES RECEIVED BY BLACK STUDENTS OVER THE 2020 BASELINE, AND A CORRESPONDING 55.08% INCREASE IN AP EXAMS TAKEN AND 11.85% INCREASE IN QUALIFYING SCORES RECEIVED BY LATINO STUDENTS. MASS INSIGHT DEVELOPED AN AP EQUITY BUILDING TOOLKIT WHICH IS AVAILABLE TO THE PUBLIC.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.99$0.65$1.34$7.56$7.18$0.38
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.83$0.96$9.25$10.2$0.91
2023Detailed filing. Detailed filing data is available for this year.$3.07$1.20$1.87$11.2$12.4$1.23
2022Detailed filing. Detailed filing data is available for this year.$4.86$1.77$3.10$10.5$10.6$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$2.26$3.23$8.05$6.33$1.72
2020Detailed filing. Detailed filing data is available for this year.$3.37$1.87$1.51$7.65$7.09$0.57
2019Detailed filing. Detailed filing data is available for this year.$2.80$1.76$1.03$7.00$6.97$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.82$1.82$0.99$7.04$7.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.14$2.04$1.10$9.33$8.49$0.84
2016Summary only. Only limited summary data is available for this year.$1.96$1.73$0.23$3.26$4.47$1.21
2015Detailed filing. Detailed filing data is available for this year.$3.03$1.59$1.44$9.83$9.42$0.41
2014Detailed filing. Detailed filing data is available for this year.$3.77$2.74$1.03$9.64$11.4$1.75
2013Detailed filing. Detailed filing data is available for this year.$4.44$1.66$2.78$11.0$11.3$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$1.07$3.08$9.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.49$2.08$7.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.24$2.14$5.18
Peer Organizations

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