Civic Intelligence

Boston Charitable Trust Fund City of Boston Trust Office

990 • Fiscal year 2015 • EIN 04-6528581

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Organization ProfileN/A
Boston City Hall No M-5Boston, MA 02201

(617) 635-4140

Siviq Scores

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

Liabilities / Assets

91st percentile

1.00x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

700.15x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

2nd percentile

-122%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

89th percentile

31%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-10%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$6,760,835

Up $1,596,431 (+31%) from 2014

Net Assets

Down

$27,538

Down $11,708 (-30%) from 2014

Liabilities

Up

$6,733,297

Up $1,608,139 (+31%) from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$9,617

Down $1,127 (-10%) from 2014

Expenses

Down

$21,325

Down $25,347 (-54%) from 2014

Net Income

Up

-$11,708

Up $24,220 (+67%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,686,242Liabilities 2010: $5,287,980Net Assets 2010: $398,2622010Assets 2011: $5,175,978Liabilities 2011: $4,887,580Net Assets 2011: $288,3982011Assets 2012: $6,220,030Liabilities 2012: $6,027,981Net Assets 2012: $192,0492012Assets 2013: $6,089,386Liabilities 2013: $6,014,212Net Assets 2013: $75,1742013Assets 2014: $5,164,404Liabilities 2014: $5,125,158Net Assets 2014: $39,2462014Assets 2015: $6,760,835Liabilities 2015: $6,733,297Net Assets 2015: $27,5382015Assets 2016: $5,776,634Liabilities 2016: $5,749,383Net Assets 2016: $27,2512016Assets 2017: $479,615Liabilities 2017: $449,081Net Assets 2017: $30,5342017Assets 2018: $485,206Liabilities 2018: $450,816Net Assets 2018: $34,3902018Assets 2019: $495,630Liabilities 2019: $452,133Net Assets 2019: $43,4972019Assets 2020: $13,199,861Liabilities 2020: $2,328,233Net Assets 2020: $10,871,6282020Assets 2021: $1,173,216Liabilities 2021: $457,841Net Assets 2021: $715,3752021Assets 2022: $722,934Liabilities 2022: $452,552Net Assets 2022: $270,3822022Assets 2023: $754,346Liabilities 2023: $456,429Net Assets 2023: $297,9172023Assets 2024: $792,408Liabilities 2024: $456,619Net Assets 2024: $335,7892024Assets 2025: $672,943Liabilities 2025: $456,358Net Assets 2025: $216,5852025

Highlighted filing

2015

Assets$6,760,835
Liabilities$6,733,297
Net Assets$27,538
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$40M$20M$0-$20MExpenses 2010: $25,9052010Revenue 2011: $15,134Expenses 2011: $124,998Net Income 2011: -$109,8642011Expenses 2012: $121,1672012Revenue 2013: $11,102Expenses 2013: $127,977Net Income 2013: -$116,8752013Revenue 2014: $10,744Expenses 2014: $46,672Net Income 2014: -$35,9282014Revenue 2015: $9,617Expenses 2015: $21,325Net Income 2015: -$11,7082015Revenue 2016: $15,249Expenses 2016: $15,536Net Income 2016: -$2872016Revenue 2017: $4,396Expenses 2017: $1,113Net Income 2017: $3,2832017Revenue 2018: $6,595Expenses 2018: $2,739Net Income 2018: $3,8562018Revenue 2019: $16,120Expenses 2019: $7,013Net Income 2019: $9,1072019Revenue 2020: $31,296,432Expenses 2020: $20,468,301Net Income 2020: $10,828,1312020Revenue 2021: $4,494,143Expenses 2021: $14,650,396Net Income 2021: -$10,156,2532021Revenue 2022: $52,908Expenses 2022: $497,900Net Income 2022: -$444,9922022Revenue 2023: $32,625Expenses 2023: $5,089Net Income 2023: $27,5362023Revenue 2024: $39,359Expenses 2024: $1,487Net Income 2024: $37,8722024Revenue 2025: $23,185Expenses 2025: $142,389Net Income 2025: -$119,2042025

Highlighted filing

2015

Revenue$9,617
Expenses$21,325
Net Income-$11,708
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$9,617
Mission and Program Overview

Mission

To fund other charitable organizations which engage in charitable scientific, literary, or educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,042,716$5,836,712▲ $793,996
Total Assets$5,164,404$6,760,835▲ $1,596,431
Other Assets Total$121,688$924,123▲ $802,435
Liabilities
Other Liabilities$5,122,460$6,731,183▲ $1,608,723
Accounts Payable and Accrued Expenses$2,698$2,114▼ $584
Total Liabilities$5,125,158$6,733,297▲ $1,608,139
Net Assets / Fund Balance
Unrestricted Net Assets$39,246$27,538▼ $11,708
Total Net Assets Fund Balance$39,246$27,538▼ $11,708
Total Liabilities and Net Assets / Fund Balance$5,164,404$6,760,835▲ $1,596,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$16--
Other Securities$5,836,712--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
David SweeneyCollector/treasurer, Ex-of
Richard DepianoSecond Assistant Collector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,617
Other Revenue
$0
Change in Net Assets
$-11,708

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,548
Revenue Not Reported on Financial Statements
$1,069
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,548
Total Revenue per Form 990
$9,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,325
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$18,213-$18,213
Fees for Services Accounting-$2,043-$2,043
Fees for Service Investment Mgmnt Fees-$1,069-$1,069
Total Functional Expenses$0$21,325$0$21,325

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,325
Expenses per Audited Statements$20,256
Total Expenses per Audited Statements$20,256
Expenses Not Reported on Financial Statements$1,069
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Due Others$6,712,970
Due to the City of Boston$18,213
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Explanation: organization is run through the city of boston trust department. The department determines which charities will benefit from investment income from agency funds.”

Form 990, Part VI, Section A, Line 8B

“Explanation: organization is run through the city of boston trust department. The department determines which charities will benefit from investment income from agency funds.”

Form 990, Part VI, Section B, Line 11

“Explanation: the treasurer or assigned employees review the form 990 and all attachments and gives its authorization to file all applicable returns.”

Form 990, Part VI, Section C, Line 19

“Explanation: the organization makes its governing documents available for public inspection upon written request.”

Filing and Contact Details

Filer

Filer Name
Boston Charitable Trust Fund
EIN
04-6528581
Phone
6176354140
Address
BOSTON CITY HALL NO M-5, BOSTON, MA 02201

Signing Officer

Name
Vivian Leo
Title
First Assistant Collector/treasurer
Phone
6176354140
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vivian Leo
Formed
1985
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
O'CONNOR & DREW PC
Address
25 BRAINTREE HILL OFC PK SUITE 102, BRAINTREE, MA 02184
Preparer
Steven J Cohen
Phone
6174711120
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a committee whose purpose is the oversight and review of the financial statements audited by an independent accountant. The process has not changed from the prior year.”

Raw XML Appendix313 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.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02114
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IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CITY OF BOSTON TREASURY DEPT
IRS990/BooksInCareOfDetail/PhoneNum06176354140
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0CITY HALL ROOM M-5
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0THE PRINCIPAL AND INCOME FROM ALL PROPERTY RECEIVED AND ACCEPTED BY THE TRUST SHALL BE DISTRIBUTED TO OR FOR THE USE OF OTHER CHARITABLE ORGANIZATIONS.
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0COLLECTOR/TREASURER, EX-OF
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECOND ASSISTANT COLLECTOR
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09617
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09617
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09617
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05042716
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0TO FUND OTHER CHARITABLE ORGANIZATIONS WHICH ENGAGE IN CHARITABLE SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GENERAL & ADMINISTRATIV
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IRS990/OtherWebsiteInd0X
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IRS990/PoliticalCampaignActyInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PENDING DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INVESTMENT INCOME
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118213
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO THE CITY OF BOSTON
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05836712
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER INVESTMENTS
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: ORGANIZATION IS RUN THROUGH THE CITY OF BOSTON TRUST DEPARTMENT. THE DEPARTMENT DETERMINES WHICH CHARITIES WILL BENEFIT FROM INVESTMENT INCOME FROM AGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: ORGANIZATION IS RUN THROUGH THE CITY OF BOSTON TRUST DEPARTMENT. THE DEPARTMENT DETERMINES WHICH CHARITIES WILL BENEFIT FROM INVESTMENT INCOME FROM AGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: THE TREASURER OR ASSIGNED EMPLOYEES REVIEW THE FORM 990 AND ALL ATTACHMENTS AND GIVES ITS AUTHORIZATION TO FILE ALL APPLICABLE RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/TaxExemptBondsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05164404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06760835
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt039246
IRS990/UnrestrictedNetAssetsGrp/EOYAmt027538
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0BOSTON CITY HALL NO M-5
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002201
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIVIAN LEO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIRST ASSISTANT COLLECTOR/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176354140
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOSTON CHARITABLE TRUST FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CITY OF BOSTON TRUST OFFICE
ReturnHeader/Filer/BusinessNameControlTxt0BOST
ReturnHeader/Filer/EIN0046528581
ReturnHeader/Filer/PhoneNum06176354140
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR & DREW PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 BRAINTREE HILL OFC PK SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum06174711120
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J COHEN
ReturnHeader/ReturnTs02015-11-16T09:11:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,760,835
Liabilities
$6,733,297
Net assets
$27,538
Revenue
$9,617
Expenses
$21,325
Net income
-$11,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.46$0.22$0.02$0.14$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.46$0.34$0.04$0.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.46$0.30$0.03$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.45$0.27$0.05$0.50$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.46$0.72$4.49$14.7$10.2
2020Detailed filing. Detailed filing data is available for this year.$13.2$2.33$10.9$31.3$20.5$10.8
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.45$0.04$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.45$0.03$0.01$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.45$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.78$5.75$0.03$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.76$6.73$0.03$0.01$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.16$5.13$0.04$0.01$0.05$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$6.01$0.08$0.01$0.13$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$6.03$0.19$0.12
2011Summary only. Only limited summary data is available for this year.$5.18$4.89$0.29$0.02$0.12$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$5.29$0.40$0.03