Civic Intelligence

The Philanthropy Roundtable Inc.

990 • Fiscal year 2018 • EIN 13-2943020

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

Organization ProfileWWW.PHILANTHROPYROUNDTABLE.ORG

View Organization Page

1120 20th Street NW No 550SWashington, DC 20036

(202) 822-8333

Siviq Scores

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

Liabilities / Assets

39th percentile

0.12x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.17x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

26th percentile

-2.8%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$358,921

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

13th percentile

-8.0%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-4.8%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$12,348,521

Down $1,076,238 (-8.0%) from 2017

Net Assets

Down

$10,897,857

Down $690,248 (-6.0%) from 2017

Liabilities

Down

$1,450,664

Down $385,990 (-21%) from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin26th percentile

Revenue

Down

$8,394,762

Down $424,296 (-4.8%) from 2017

Expenses

Down

$8,631,703

Down $286,150 (-3.2%) from 2017

Net Income

Down

-$236,941

Down $138,146 (-140%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$30M$20M$10M$0Assets 2011: $9,845,038Liabilities 2011: $193,933Net Assets 2011: $9,651,1052011Assets 2012: $10,932,811Liabilities 2012: $285,738Net Assets 2012: $10,647,0732012Assets 2013: $10,821,430Liabilities 2013: $293,945Net Assets 2013: $10,527,4852013Assets 2014: $11,276,561Liabilities 2014: $339,031Net Assets 2014: $10,937,5302014Assets 2015: $11,731,595Liabilities 2015: $632,978Net Assets 2015: $11,098,6172015Assets 2016: $12,757,851Liabilities 2016: $1,587,353Net Assets 2016: $11,170,4982016Assets 2017: $13,424,759Liabilities 2017: $1,836,654Net Assets 2017: $11,588,1052017Assets 2018: $12,348,521Liabilities 2018: $1,450,664Net Assets 2018: $10,897,8572018Assets 2019: $14,064,355Liabilities 2019: $1,450,986Net Assets 2019: $12,613,3692019Assets 2020: $16,091,710Liabilities 2020: $1,648,846Net Assets 2020: $14,442,8642020Assets 2021: $16,718,572Liabilities 2021: $1,746,046Net Assets 2021: $14,972,5262021Assets 2022: $15,866,636Liabilities 2022: $4,077,916Net Assets 2022: $11,788,7202022Assets 2023: $20,395,788Liabilities 2023: $8,233,558Net Assets 2023: $12,162,2302023Assets 2024: $22,477,501Liabilities 2024: $8,070,411Net Assets 2024: $14,407,0902024

Highlighted filing

2018

Assets$12,348,521
Liabilities$1,450,664
Net Assets$10,897,857
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,960,7022011Expenses 2012: $6,109,8172012Revenue 2013: $5,742,772Expenses 2013: $6,419,839Net Income 2013: -$677,0672013Revenue 2014: $7,742,082Expenses 2014: $7,134,888Net Income 2014: $607,1942014Revenue 2015: $9,403,708Expenses 2015: $8,424,670Net Income 2015: $979,0382015Revenue 2016: $8,594,071Expenses 2016: $8,712,374Net Income 2016: -$118,3032016Revenue 2017: $8,819,058Expenses 2017: $8,917,853Net Income 2017: -$98,7952017Revenue 2018: $8,394,762Expenses 2018: $8,631,703Net Income 2018: -$236,9412018Revenue 2019: $9,087,146Expenses 2019: $8,260,682Net Income 2019: $826,4642019Revenue 2020: $9,804,880Expenses 2020: $8,659,352Net Income 2020: $1,145,5282020Revenue 2021: $10,468,910Expenses 2021: $10,423,804Net Income 2021: $45,1062021Revenue 2022: $11,055,810Expenses 2022: $12,354,593Net Income 2022: -$1,298,7832022Revenue 2023: $10,968,725Expenses 2023: $10,972,117Net Income 2023: -$3,3922023Revenue 2024: $12,485,005Expenses 2024: $10,202,952Net Income 2024: $2,282,0532024

Highlighted filing

2018

Revenue$8,394,762
Expenses$8,631,703
Net Income-$236,941
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Gross Receipts
$8,394,762
Mission and Program Overview

Mission

The philanthropy roundtable's vision is to build and sustain a vibrant american philanthropic movement that strengthens our free society. To achieve this vision, the philanthropy roundtable pursues a mission to foster excellence in philanthropy, protect philanthropic freedom, and help donors advance liberty, opportunity, and personal responsibility.

To foster excellence in philanthropy, to protect philanthropic freedom, to assist donors in achieving their philanthropic intent, and to help donors advance liberty, opportunity and personal responsibility in america and abroad.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,942,818$8,277,714▼ $665,104
Pledges and Grants Receivable$1,824,000$1,465,073▼ $358,927
Cash and Non-Interest-Bearing Accounts$1,195,342$1,375,347▲ $180,005
Land, Buildings, and Equipment, Net$770,428$699,964▼ $70,464
Savings and Temporary Cash Investments$578,500$237,500▼ $341,000
Prepaid Expenses and Deferred Charges$26,132$105,098▲ $78,966
Intangible Assets$0$99,284▲ $99,284
Accounts Receivable$3,679$4,681▲ $1,002
Total Assets$13,424,759$12,348,521▼ $1,076,238
Other Assets Total$83,860$83,860→ $0
Liabilities
Other Liabilities$1,301,106$1,310,582▲ $9,476
Accounts Payable and Accrued Expenses$528,648$130,732▼ $397,916
Deferred Revenue$6,900$9,350▲ $2,450
Total Liabilities$1,836,654$1,450,664▼ $385,990
Net Assets / Fund Balance
Unrestricted Net Assets$9,476,512$9,385,838▼ $90,674
Temporarily Rstr Net Assets$2,111,593$1,512,019▼ $599,574
Total Net Assets Fund Balance$11,588,105$10,897,857▼ $690,248
Total Liabilities and Net Assets / Fund Balance$13,424,759$12,348,521▼ $1,076,238

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$699,964$203,571$903,535
Equipment$0$12,663$12,663
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam MeyersonPresidentFT$265,475$122,089$387,564
Karl ZinsmeisterVP of PublicationsFT$260,000$76,994$336,994
John Paul De GanceExecutive Vice PresidentFT$235,125$90,107$325,232
Amanda RossieChief Operating OfficerFT$168,200$70,521$238,721
Angie LawryVP of Marketing & CommunicationsFT$158,000$49,939$207,939
Suzanne MarchenaDirector, Finance & Human ResourcesFT$129,480$62,014$191,494
Sean ParnellVP of Public PolicyFT$156,480$34,944$191,424
Jo KwongDirector, Economic Opportunity ProgramsFT$133,200$47,452$180,652
Katherine HaleySr Director, K-12 Education ProgramsFT$168,000$11,690$179,690
Jo KwongDirector, Economic Opportunity Progr-$133,200$44,900$178,100
Lindsay MillerDirector, EventsFT$106,933$56,758$163,691
Anthony PientaDirector, K-12 Education ProgramsFT$108,114$47,418$155,532

Board Members and Trustees

NameTitle
Donn WeinbergChairman/treasurer (til 10/18)
Daniel PetersVice-chairman
Fred KlipschBoard Member
Heather HigginsBoard Member
John JacksonBoard Member
Richard GraberBoard Member
Suzie KovnerBoard Member
Heather DillBoard Member (from 5/18)
John TylerSecretary
David Stover Joined Bod 518Treasurer (from 10/18)

Highest Paid Contractors

ContractorServicesLocationCompensation
Urban Swirski & AssociatesLegislative Consulting Services601 13TH STREET NW, Washington, DC 20005$344,000
Hodgson ConsultingWebsite Design And Maintenance10400 CONNECTICUT AVENUE STE 404, Kensington, MD 20895$160,133
Hilltop ConsultantsIt Services4201 CONNECTICUT AVENUE NW 500, Washington, DC 20008$127,594
Revenue and Support

Revenue Composition

Contributions and Grants
$7,558,075
Program Service Revenue
$495,719
Investment Income
$294,459
Other Revenue
$46,509
All Other Contributions
$7,558,075
Change in Net Assets
$-236,941

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,367,673
Revenue Not Reported on Financial Statements
$27,089
Revenue Not Reported on Form 990
$-453,307
Total Revenue per Audited Statements
$7,914,366
Total Revenue per Form 990
$8,394,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,962,817
Other Expenses$3,468,886
Total Fundraising Expense$424,175
Grants and Similar Amounts Paid$200,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,009,567$216,390$156,701$2,382,658
Current Officers, Directors, Trustees, and Key Employees$1,376,654$148,237$107,348$1,632,239
Conferences and Meetings$746,146$5,990$201$752,337
Fees for Services Other$511,498$203,232$295$715,025
Occupancy-$519,650-$519,650
Other Employee Benefits$379,179$40,829$29,567$449,575
Travel$443,076$1,529$4,377$448,982
Office Expenses$254,819$65,877$22,396$343,092
Fees for Services Lobbying$264,000--$264,000
Payroll Taxes$212,402$22,871$16,563$251,836
Pension Plan Contributions$207,909$22,388$16,212$246,509
Grants to Domestic Orgs$200,000--$200,000
Depreciation Depletion-$97,881-$97,881
Information Technology$37,505$39,060$736$77,301
Fees for Services Legal-$46,005-$46,005
Insurance-$28,433-$28,433
Fees for Service Investment Mgmnt Fees-$27,089-$27,089
Fees for Services Accounting-$23,000-$23,000
Advertising$7,288$1,884$641$9,813
Other Expenses$847,968$-905,784$57,816$0
Total Functional Expenses$7,573,448$634,080$424,175$8,631,703

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,631,703
Expenses per Audited Statements$8,604,614
Total Expenses per Audited Statements$8,604,614
Expenses Not Reported on Financial Statements$27,089
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heterodox AcademyNew York, NY501(c)(3)Simon Prize Award$100,000
Passages America IsraelNaperville, IL501(c)(3)Simon Prize Award$100,000
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$1,310,582
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

“The form 990 is prepared by an outside accounting firm. Management reviews the draft return prior to the filing with the internal revenue service and provides a full copy to the board prior to filing.”

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

“On an annual basis all staff and board members are required to review and sign the organization's conflict of interest policy.”

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

“The finance committee prepares a recommendation for the president's compensation to the full board after reviewing publicly disclosed compensation figures for ceos of comparable organizations. The full board discusses comparability data and deliberates on the decision. A vote of the full board is taken and is documented in the board meeting minutes. The president's compensation was most recently reviewed in 2018.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
The Philanthropy Roundtable
EIN
13-2943020
Phone
2028228333
Address
1120 20TH STREET NW NO 550S, WASHINGTON, DC 20036

Signing Officer

Name
Adam Meyerson
Title
President
Phone
2028228333
Signed
2019-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Meyerson
Formed
1978
Legal Domicile
Dc
Voting Board Members
7
Independent Board Members
7
Employees
45
Volunteers
249

Preparer

Firm
Tate and Tryon
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
R Michael Sorrells
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The culture of freedom initiative program (as described in part iii, line 4a) became a separate organization by the end of 2018.”

FORM 990, PART XII, LINE 2C:

“The process for selection and review of financial statement audit has not changed from prior year.”

Raw XML AppendixShowing 400 of 883 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0528648
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0130732
IRS990/AccountsReceivableGrp/BOYAmt03679
IRS990/AccountsReceivableGrp/EOYAmt04681
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FOSTER EXCELLENCE IN PHILANTHROPY, TO PROTECT PHILANTHROPIC FREEDOM, TO ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC INTENT, AND TO HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY IN AMERICA AND ABROAD.
IRS990/AdvertisingGrp/FundraisingAmt0641
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01884
IRS990/AdvertisingGrp/ProgramServicesAmt07288
IRS990/AdvertisingGrp/TotalAmt09813
IRS990/AllOtherContributionsAmt07558075
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUZI MARCHENA
IRS990/BooksInCareOfDetail/PhoneNum02028228333
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01120 20TH STREET NW NO 550S
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020036
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01195342
IRS990/CashNonInterestBearingGrp/EOYAmt01375347
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0107348
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0148237
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01376654
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01632239
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0201
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05990
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0746146
IRS990/ConferencesMeetingsGrp/TotalAmt0752337
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0344000
IRS990/ContractorCompensationGrp/CompensationAmt1160133
IRS990/ContractorCompensationGrp/CompensationAmt2127594
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0601 13TH STREET NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt110400 CONNECTICUT AVENUE STE 404
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt24201 CONNECTICUT AVENUE NW 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1KENSINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd120895
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220008
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0URBAN SWIRSKI & ASSOCIATES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1HODGSON CONSULTING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HILLTOP CONSULTANTS
IRS990/ContractorCompensationGrp/ServicesDesc0LEGISLATIVE CONSULTING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1WEBSITE DESIGN AND MAINTENANCE
IRS990/ContractorCompensationGrp/ServicesDesc2IT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07558075
IRS990/CYGrantsAndSimilarPaidAmt0200000
IRS990/CYInvestmentIncomeAmt0294459
IRS990/CYOtherExpensesAmt03468886
IRS990/CYOtherRevenueAmt046509
IRS990/CYProgramServiceRevenueAmt0495719
IRS990/CYRevenuesLessExpensesAmt0-236941
IRS990/CYSalariesCompEmpBnftPaidAmt04962817
IRS990/CYTotalExpensesAmt08631703
IRS990/CYTotalFundraisingExpenseAmt0424175
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08394762
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt06900
IRS990/DeferredRevenueGrp/EOYAmt09350
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt097881
IRS990/DepreciationDepletionGrp/TotalAmt097881
IRS990/Desc0PROGRAM AREAS: TO HELP PHILANTHROPISTS STRUCTURE THEIR GIVING FOR MAXIMUM IMPACT, THE ROUNDTABLE PROVIDES DONORS WITH INDIVIDUALIZED SERVICE AND OPPORTUNITIES FOR STRATEGIC COLLABORATION THROUGH TOPIC-FOCUSED PROGRAM AREAS, INCLUDING K-12 EDUCATION REFORM, ECONOMIC OPPORTUNITY, VETERANS, HEALTH AND CHARACTER FORMATION. THE ROUNDTABLE ALSO RAN A PROGRAM FOCUSED ON FAMILY FORMATION AND BUILDING FAITH CALLED THE CULTURE OF FREEDOM INITIATIVE, WHICH BECAME A SEPARATE ORGANIZATION BY THE END OF 2018.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt045
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03998620
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023000
IRS990/FeesForServicesAccountingGrp/TotalAmt023000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt046005
IRS990/FeesForServicesLegalGrp/TotalAmt046005
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt0264000
IRS990/FeesForServicesLobbyingGrp/TotalAmt0264000
IRS990/FeesForServicesOtherGrp/FundraisingAmt0295
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0203232
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0511498
IRS990/FeesForServicesOtherGrp/TotalAmt0715025
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt027089
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027089
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1053446
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1141152
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1225260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1350796
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1438936
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1533996
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt169242
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1731116
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1847452
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1924120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2028046
IRS990/Form990PartVIISectionAGrp/PersonNm0DONN WEINBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN TYLER
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID STOVER JOINED BOD 518
IRS990/Form990PartVIISectionAGrp/PersonNm4HEATHER DILL
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD GRABER
IRS990/Form990PartVIISectionAGrp/PersonNm6HEATHER HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm8FRED KLIPSCH
IRS990/Form990PartVIISectionAGrp/PersonNm9SUZIE KOVNER
IRS990/Form990PartVIISectionAGrp/PersonNm10ADAM MEYERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11AMANDA ROSSIE
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN PAUL DE GANCE
IRS990/Form990PartVIISectionAGrp/PersonNm13KARL ZINSMEISTER
IRS990/Form990PartVIISectionAGrp/PersonNm14ANGIE LAWRY
IRS990/Form990PartVIISectionAGrp/PersonNm15SEAN PARNELL
IRS990/Form990PartVIISectionAGrp/PersonNm16KATHERINE HALEY
IRS990/Form990PartVIISectionAGrp/PersonNm17SUZANNE MARCHENA
IRS990/Form990PartVIISectionAGrp/PersonNm18JO KWONG
IRS990/Form990PartVIISectionAGrp/PersonNm19LINDSAY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm20ANTHONY PIENTA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10305475
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11188200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12267529
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13270000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14178000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15156480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16168000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17136980
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18133200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19118702
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20108114
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/TREASURER (TIL 10/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER (FROM 10/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER (FROM 5/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF PUBLICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF MARKETING & COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF PUBLIC POLICY
IRS990/Form990PartVIISectionAGrp/TitleTxt16SR DIRECTOR, K-12 EDUCATION PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR, FINANCE & HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR, ECONOMIC OPPORTUNITY PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR, EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR, K-12 EDUCATION PROGRAMS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0200000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0200000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0200000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08394762
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0736
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039060
IRS990/InformationTechnologyGrp/ProgramServicesAmt037505
IRS990/InformationTechnologyGrp/TotalAmt077301
IRS990/InsuranceGrp/ManagementAndGeneralAmt028433
IRS990/InsuranceGrp/TotalAmt028433
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt099284
IRS990/InvestmentIncomeGrp/ExclusionAmt0294459
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0294459
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08942818
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08277714
IRS990/IRPDocumentCnt066
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0216234
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0770428
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0699964
IRS990/LandBldgEquipCostOrOtherBssAmt0916198
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOSTER EXCELLENCE IN PHILANTHROPY, TO PROTECT PHILANTHROPIC FREEDOM, TO ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC INTENT, AND TO HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY IN AMERICA AND ABROAD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011588105
IRS990/NetAssetsOrFundBalancesEOYAmt010897857
IRS990/NetUnrelatedBusTxblIncmAmt033177
IRS990/NetUnrlzdGainsLossesInvstAmt0-453307
IRS990/NoncashContributionsAmt03210
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0519650
IRS990/OccupancyGrp/TotalAmt0519650
IRS990/OfficeExpensesGrp/FundraisingAmt022396
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt065877
IRS990/OfficeExpensesGrp/ProgramServicesAmt0254819
IRS990/OfficeExpensesGrp/TotalAmt0343092
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt083860
IRS990/OtherAssetsTotalGrp/EOYAmt083860
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt029567
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040829
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0379179
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0449575
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1SEMINARS & TRAINING
IRS990/OtherExpensesGrp/Desc2TAXES & MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3OVERHEAD ALLOCATION
IRS990/OtherExpensesGrp/FundraisingAmt09203
IRS990/OtherExpensesGrp/FundraisingAmt12119
IRS990/OtherExpensesGrp/FundraisingAmt257816
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01999
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11976
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225544
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-905784
IRS990/OtherExpensesGrp/ProgramServicesAmt046161
IRS990/OtherExpensesGrp/ProgramServicesAmt128360
IRS990/OtherExpensesGrp/ProgramServicesAmt2916
IRS990/OtherExpensesGrp/ProgramServicesAmt3847968
IRS990/OtherExpensesGrp/TotalAmt057363
IRS990/OtherExpensesGrp/TotalAmt132455
IRS990/OtherExpensesGrp/TotalAmt226460
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt01301106
IRS990/OtherLiabilitiesGrp/EOYAmt01310582
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt046509
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046509
IRS990/OtherRevenueTotalAmt046509
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0156701
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0216390
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02009567
IRS990/OtherSalariesAndWagesGrp/TotalAmt02382658
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016563
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022871
IRS990/PayrollTaxesGrp/ProgramServicesAmt0212402
IRS990/PayrollTaxesGrp/TotalAmt0251836
IRS990/PensionPlanContributionsGrp/FundraisingAmt016212
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt022388
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0207909
IRS990/PensionPlanContributionsGrp/TotalAmt0246509
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01824000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01465073
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026132
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105098
IRS990/PrincipalOfficerNm0ADAM MEYERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1PUBLICATION SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0474534
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0474534
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121185
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt015050
IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUAL MEETING: AN ANNUAL GATHERING OF FOUNDATION EXECUTIVES AND INDIVIDUAL PHILANTHROPISTS INTERESTED IN FOSTERING EXCELLENCE IN PHILANTHROPY BY SHARING IDEAS, STRATEGIES, AND BEST PRACTICES. IN 2018, 415 ATTENDEES PARTICIPATED IN 32 SESSIONS ON VARIOUS TOPICS TO BECOME MORE EFFECTIVE PHILANTHROPISTS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$12,348,521
Liabilities
$1,450,664
Net assets
$10,897,857
Revenue
$8,394,762
Expenses
$8,631,703
Net income
-$236,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$8.07$14.4$12.5$10.2$2.28
2023Detailed filing. Detailed filing data is available for this year.$20.4$8.23$12.2$11.0$11.0$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$4.08$11.8$11.1$12.4$1.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$1.75$15.0$10.5$10.4$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$1.65$14.4$9.80$8.66$1.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$1.45$12.6$9.09$8.26$0.83
2018Detailed filing. Detailed filing data is available for this year.$12.3$1.45$10.9$8.39$8.63$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$1.84$11.6$8.82$8.92$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$1.59$11.2$8.59$8.71$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.63$11.1$9.40$8.42$0.98
2014Detailed filing. Detailed filing data is available for this year.$11.3$0.34$10.9$7.74$7.13$0.61
2013Detailed filing. Detailed filing data is available for this year.$10.8$0.29$10.5$5.74$6.42$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.29$10.6$6.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$0.19$9.65$5.96