Civic Intelligence

The Cheshire Academy

990 • Fiscal year 2018 • EIN 06-0662113

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 12, 2018

Organization ProfileWWW.CHESHIREACADEMY.ORG

View Organization Page

10 Main StreetCheshire, CT 06410

(203) 272-5396

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.19x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.31x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

36th percentile

0.6%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$222,137

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

1.6%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$39,239,157

Up $148,974 (+0.4%) from 2017

Net Assets

Up

$31,741,498

Up $355,990 (+1.1%) from 2017

Liabilities

Down

$7,497,659

Down $207,016 (-2.7%) from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin36th percentile

Revenue

Up

$24,392,870

Up $385,409 (+1.6%) from 2017

Expenses

Up

$24,240,141

Up $899,372 (+3.9%) from 2017

Net Income

Down

$152,729

Down $513,963 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$60M$40M$20M$0Assets 2010: $36,244,726Liabilities 2010: $10,152,018Net Assets 2010: $26,092,7082010Assets 2011: $36,486,333Liabilities 2011: $8,461,020Net Assets 2011: $28,025,3132011Assets 2012: $33,925,566Liabilities 2012: $7,491,484Net Assets 2012: $26,434,0822012Assets 2013: $35,696,207Liabilities 2013: $8,547,787Net Assets 2013: $27,148,4202013Assets 2014: $35,888,024Liabilities 2014: $7,369,546Net Assets 2014: $28,518,4782014Assets 2015: $36,198,904Liabilities 2015: $6,756,192Net Assets 2015: $29,442,7122015Assets 2016: $37,970,458Liabilities 2016: $7,759,372Net Assets 2016: $30,211,0862016Assets 2017: $39,090,183Liabilities 2017: $7,704,675Net Assets 2017: $31,385,5082017Assets 2018: $39,239,157Liabilities 2018: $7,497,659Net Assets 2018: $31,741,4982018Assets 2019: $39,017,511Liabilities 2019: $5,006,140Net Assets 2019: $34,011,3712019Assets 2020: $40,635,698Liabilities 2020: $5,569,494Net Assets 2020: $35,066,2042020Assets 2021: $50,566,878Liabilities 2021: $6,264,112Net Assets 2021: $44,302,7662021Assets 2022: $52,027,304Liabilities 2022: $11,319,875Net Assets 2022: $40,707,4292022Assets 2023: $49,955,438Liabilities 2023: $11,103,528Net Assets 2023: $38,851,9102023Assets 2024: $48,844,775Liabilities 2024: $10,931,948Net Assets 2024: $37,912,8272024Assets 2025: $53,215,201Liabilities 2025: $12,861,393Net Assets 2025: $40,353,8082025

Highlighted filing

2018

Assets$39,239,157
Liabilities$7,497,659
Net Assets$31,741,498
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $16,500,4882010Revenue 2011: $18,656,310Expenses 2011: $17,339,127Net Income 2011: $1,317,1832011Expenses 2012: $18,616,4322012Revenue 2013: $18,478,443Expenses 2013: $18,026,666Net Income 2013: $451,7772013Revenue 2014: $19,785,907Expenses 2014: $18,904,346Net Income 2014: $881,5612014Revenue 2015: $21,439,857Expenses 2015: $20,028,887Net Income 2015: $1,410,9702015Revenue 2016: $23,873,316Expenses 2016: $22,814,783Net Income 2016: $1,058,5332016Revenue 2017: $24,007,461Expenses 2017: $23,340,769Net Income 2017: $666,6922017Revenue 2018: $24,392,870Expenses 2018: $24,240,141Net Income 2018: $152,7292018Revenue 2019: $24,335,690Expenses 2019: $22,008,750Net Income 2019: $2,326,9402019Revenue 2020: $22,859,895Expenses 2020: $21,881,455Net Income 2020: $978,4402020Revenue 2021: $25,477,225Expenses 2021: $21,831,009Net Income 2021: $3,646,2162021Revenue 2022: $20,804,354Expenses 2022: $22,728,039Net Income 2022: -$1,923,6852022Revenue 2023: $20,387,255Expenses 2023: $22,555,863Net Income 2023: -$2,168,6082023Revenue 2024: $22,316,748Expenses 2024: $23,498,489Net Income 2024: -$1,181,7412024Revenue 2025: $28,269,159Expenses 2025: $25,102,052Net Income 2025: $3,167,1072025

Highlighted filing

2018

Revenue$24,392,870
Expenses$24,240,141
Net Income$152,729
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 12, 2018
Return Version
2017v2.3
Gross Receipts
$30,528,090
Mission and Program Overview

Mission

Cheshire academy is a college preparatory, boarding and day school in the new england tradition serving students grade 8 through a post-graduate year with the following mission: believing in the value of each human being and the richness of a diverse community, cheshire academy exists to provide a quality educational experience in a caring environment where individuals take responsibility for their personal growth so that they reach their full potential and make a difference in the world.

The academy provides educational activities to approximately 429 students grades 9-12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,959,316$20,508,036▲ $1,548,720
Investments in Publicly Traded Securities$14,772,041$12,507,004▼ $2,265,037
Cash and Non-Interest-Bearing Accounts$4,424,258$5,826,673▲ $1,402,415
Prepaid Expenses and Deferred Charges$418,083$127,613▼ $290,470
Other Notes and Loans Receivable, Net$164,713$91,088▼ $73,625
Pledges and Grants Receivable$233,856$83,425▼ $150,431
Accounts Receivable$82,541$58,194▼ $24,347
Inventories for Sale or Use$35,375$36,785▲ $1,410
Savings and Temporary Cash Investments-$339-
Total Assets$39,090,183$39,239,157▲ $148,974
Liabilities
Deferred Revenue$6,302,060$5,940,942▼ $361,118
Accounts Payable and Accrued Expenses$632,615$891,717▲ $259,102
Mortgage Notes Payable Secured by Investment Property$770,000$665,000▼ $105,000
Total Liabilities$7,704,675$7,497,659▼ $207,016
Net Assets / Fund Balance
Unrestricted Net Assets$19,551,145$19,066,667▼ $484,478
Permanently Rstr Net Assets$9,567,518$9,559,632▼ $7,886
Temporarily Rstr Net Assets$2,266,845$3,115,199▲ $848,354
Total Net Assets Fund Balance$31,385,508$31,741,498▲ $355,990
Total Liabilities and Net Assets / Fund Balance$39,090,183$39,239,157▲ $148,974

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,957,388$13,483,158$32,440,546
Equipment$1,275,967$3,061,555$4,337,522
Land$274,681-$274,681

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$10,732,729$43,887▲ $467,084$389,563$10,785,268
2016$10,375,906$42,120▲ $720,714$406,011$10,732,729
2015$10,620,242$125,592▼ $133,259$236,669$10,375,906
2014$10,634,233$111,837▲ $169,699$295,527$10,620,242
2013$9,083,020$1,200,898▲ $712,653$362,338$10,634,233
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie AndersonHead of SchoolFT$203,125$19,012$222,137
John NozellFormer Head of SchoolFT$63,500$148,821$212,321
David DykemanAssoc Head of School-commFT$115,000$23,535$138,535
Barbara DavisDirector of DevelopmentFT$116,150$19,555$135,705
John ToffeySenior Assoc Director of AdmissionFT$113,400$22,239$135,639
Amy BroughChief Advancement OfficerFT$107,567$11,734$119,301
Patricia WillisFormer CFO-$86,275$10,686$96,961

Board Members and Trustees

NameTitle
Richard CerroneChair
Armando SimosaVice Chair
Andrew MossTrustee
Brian OtisTrustee
Catherine BonneauTrustee
David G JepsonTrustee
Donald RosenbergTrustee
Drew KevorkianTrustee
Greg KeithTrustee
Katie PurdyTrustee
Lori GailyTrustee
Mark TestaTrustee
Simon FennerTrustee
Suzanne FieldsTrustee
Ted DziubaTrustee
Richard KatzSecretary
Michael MauroTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Milton C Beebe And SonsArchitecture12 BEEBE LANE, Storrs, CT 06268$2,020,939
Sage Dining Services INCFood Service1402 YORK ROAD SUITE 100, Lutherville, MD 21093$1,461,927
Borghesi Building And EngineeringConstruction Company2155 EAST MAIN STREET, Torrington, CT 06790$665,258
Business Card (boa)VariousPO BOX 15796, Wilmington, DE 19886$494,162
Pbm Preferred Building Maintenance LLCCleaning Company40 SOUTH END PLAZA, New Milford, CT 06776$229,527
Revenue and Support

Revenue Composition

Contributions and Grants
$2,310,816
Program Service Revenue
$21,704,610
Investment Income
$338,080
Other Revenue
$39,364
All Other Contributions
$2,310,816
Change in Net Assets
$152,729

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$10,931Nyse
Total Noncash Contributions2$10,931-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,455,874
Revenue Not Reported on Financial Statements
$4,936,996
Revenue Not Reported on Form 990
$388,189
Other Revenue Adjustments
$4,936,996
Total Revenue per Audited Statements
$19,844,063
Total Revenue per Form 990
$24,392,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,622,221
Other Expenses$7,696,178
Grants and Similar Amounts Paid$4,921,742
Total Fundraising Expense$1,216,097
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,404,553$1,094,041$589,171$8,087,765
Grants to Domestic Individuals$4,921,742--$4,921,742
Fees for Services Other$2,716,044$245,926$135,582$3,097,552
Other Employee Benefits$1,779,677$185,013$106,718$2,071,408
Depreciation Depletion$1,301,955$111,523-$1,413,478
Office Expenses$828,648$104,384$69,873$1,002,905
Payroll Taxes$465,553$112,164$68,010$645,727
Occupancy$639,423--$639,423
Pension Plan Contributions$323,670$77,122$46,841$447,633
Current Officers, Directors, Trustees, and Key Employees-$369,688-$369,688
Travel$203,089$88,149$72,231$363,469
Other Expenses$220,578$-70,177$109,262$259,663
Insurance$174,382$13,932$8,462$196,776
Conferences and Meetings$92,175$94,836$8,219$195,230
Advertising-$82,010$1,519$83,529
Interest-$69,408-$69,408
Information Technology$63,670-$209$63,879
Total Functional Expenses$20,135,159$2,888,885$1,216,097$24,240,141

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,240,141
Total Expenses per Audited Statements$19,488,073
Expenses per Audited Statements$19,227,731
Expenses Not Reported on Financial Statements$5,012,410
Other Expense Adjustments$5,012,410
Expenses Not Reported on Form 990$260,342
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 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

“The academy provides a copy of the form 990 to all board members and allows a two week period for their review and comments.”

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

“The academy requires that all board members annually disclose any conflicts of interest.”

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

“The headmaster's compensation is determined by the board of directors or a subcommittee of the board.”

Form 990, Part VI, Section C, Line 18

“Documents are available to the public upon request.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
The Cheshire Academy
EIN
06-0662113
Phone
2032725396
Address
10 MAIN STREET, CHESHIRE, CT 06410

Signing Officer

Name
Matthew Piechota
Title
Chief Financial Officer
Phone
2034397200
Signed
2018-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Piechota
Formed
1937
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
215
Volunteers
0

Preparer

Firm
T M Byxbee Company Pc
Address
PO BOX 187169, HAMDEN, CT 06518
Preparer
Pamela J Matocha
Phone
2032814933
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other: program service expenses 2,716,044. Management and general expenses 245,926. Fundraising expenses 135,582. Total expenses 3,097,552.”

FORM 990, PART XII, LINE 2C:

“Part xi, line 2c: committee oversight of the audited financial statements: the academy's finance committee is responsible for the review and approval of the audited financial statements. The auditors present the audited financial statements to the board of trustees.”

Financial Statement Notes

PART V, LINE 4:

“Income from endowment funds is to be used for faculty enrichment, scholarships and capital improvements.”

PART X, LINE 2:

“Management is not aware of any uncertain tax positions taken by the organization as defined in accounting standards codification topic 740.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Insurance payment 184,928.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid netted against revenue on financial statements 4,812,410. Bookstore cost of sales -75,414. Uncollectible pledge 200,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Bookstore cost of sales 75,414. Insurance payment 184,928.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid netted against revenue on financial statements 4,812,410. Uncollectible pledge 200,000.”

Raw XML AppendixShowing 400 of 715 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/PersonNm5MICHAEL MAURO
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IRS990/Form990PartVIISectionAGrp/PersonNm19JULIE ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm20BARBARA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm21DAVID DYKEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm22AMY BROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm23PATRICIA WILLIS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17SENIOR ASSOC DIR OF ADMISSION
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORMER HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt19HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSOC HEAD OF SCHOOL-COMM
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF ADVANCEMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23FORMER CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-87108
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt04921742
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt030528090
IRS990/GrossSalesOfInventoryAmt040768
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/FundraisingAmt0209
IRS990/InformationTechnologyGrp/ProgramServicesAmt063670
IRS990/InformationTechnologyGrp/TotalAmt063879
IRS990/InsuranceGrp/FundraisingAmt08462
IRS990/InsuranceGrp/ManagementAndGeneralAmt013932
IRS990/InsuranceGrp/ProgramServicesAmt0174382
IRS990/InsuranceGrp/TotalAmt0196776
IRS990/InterestGrp/ManagementAndGeneralAmt069408
IRS990/InterestGrp/TotalAmt069408
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-70177
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IRS990/OtherRevenueMiscGrp/Desc0RENTS
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06404553
IRS990/OtherSalariesAndWagesGrp/TotalAmt08087765
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0164713
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt091088

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,239,157
Liabilities
$7,497,659
Net assets
$31,741,498
Revenue
$24,392,870
Expenses
$24,240,141
Net income
$152,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$53.2$12.9$40.4$28.3$25.1$3.17
2024Detailed filing. Detailed filing data is available for this year.$48.8$10.9$37.9$22.3$23.5$1.18
2023Detailed filing. Detailed filing data is available for this year.$50.0$11.1$38.9$20.4$22.6$2.17
2022Detailed filing. Detailed filing data is available for this year.$52.0$11.3$40.7$20.8$22.7$1.92
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.6$6.26$44.3$25.5$21.8$3.65
2020Detailed filing. Detailed filing data is available for this year.$40.6$5.57$35.1$22.9$21.9$0.98
2019Detailed filing. Detailed filing data is available for this year.$39.0$5.01$34.0$24.3$22.0$2.33
2018Detailed filing. Detailed filing data is available for this year.$39.2$7.50$31.7$24.4$24.2$0.15
2017Detailed filing. Detailed filing data is available for this year.$39.1$7.70$31.4$24.0$23.3$0.67
2016Detailed filing. Detailed filing data is available for this year.$38.0$7.76$30.2$23.9$22.8$1.06
2015Detailed filing. Detailed filing data is available for this year.$36.2$6.76$29.4$21.4$20.0$1.41
2014Detailed filing. Detailed filing data is available for this year.$35.9$7.37$28.5$19.8$18.9$0.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$8.55$27.1$18.5$18.0$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$7.49$26.4$18.6
2011Summary only. Only limited summary data is available for this year.$36.5$8.46$28.0$18.7$17.3$1.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$10.2$26.1$16.5