Civic Intelligence

Weston Foundation Inc

990 • Fiscal year 2018 • EIN 16-1390711

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 16, 2019

201 South Union StreetOlean, NY 14760

(716) 373-4303

Siviq Scores

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

Liabilities / Assets

79th percentile

0.50x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

1.49x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2018

Net Margin

38th percentile

0.8%

Higher net margin than 38% of similar nonprofits.

2018 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

25th percentile

-4.9%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

2.0%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Flat

$718,615

Flat from 2018

Net Assets

Flat

$362,097

Flat from 2018

Liabilities

Flat

$356,518

Flat from 2018

Revenue

Flat

$238,936

Flat from 2018

Expenses

Flat

$236,947

Flat from 2018

Net Income

Flat

$1,989

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $871,724Liabilities 2010: $633,859Net Assets 2010: $237,8652010Assets 2011: $852,091Liabilities 2011: $600,743Net Assets 2011: $251,3482011Assets 2012: $834,288Liabilities 2012: $557,971Net Assets 2012: $276,3172012Assets 2013: $823,613Liabilities 2013: $532,374Net Assets 2013: $291,2392013Assets 2014: $804,732Liabilities 2014: $501,772Net Assets 2014: $302,9602014Assets 2015: $805,112Liabilities 2015: $466,615Net Assets 2015: $338,4972015Assets 2016: $776,923Liabilities 2016: $431,196Net Assets 2016: $345,7272016Assets 2017: $755,738Liabilities 2017: $395,630Net Assets 2017: $360,1082017Assets 2018: $718,615Liabilities 2018: $356,518Net Assets 2018: $362,0972018Assets 2018: $718,615Liabilities 2018: $356,518Net Assets 2018: $362,0972018Assets 2019: $683,168Liabilities 2019: $315,547Net Assets 2019: $367,6212019Assets 2020: $628,072Liabilities 2020: $272,671Net Assets 2020: $355,4012020Assets 2021: $569,905Liabilities 2021: $227,446Net Assets 2021: $342,4592021Assets 2022: $538,939Liabilities 2022: $180,059Net Assets 2022: $358,8802022Assets 2023: $509,245Liabilities 2023: $130,818Net Assets 2023: $378,4272023Assets 2024: $487,830Liabilities 2024: $78,775Net Assets 2024: $409,0552024

Highlighted filing

2018

Assets$718,615
Liabilities$356,518
Net Assets$362,097

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $188,9922010Revenue 2011: $212,707Expenses 2011: $199,224Net Income 2011: $13,4832011Expenses 2012: $178,7942012Revenue 2013: $203,724Expenses 2013: $188,802Net Income 2013: $14,9222013Revenue 2014: $241,206Expenses 2014: $229,485Net Income 2014: $11,7212014Revenue 2015: $216,325Expenses 2015: $204,009Net Income 2015: $12,3162015Revenue 2016: $229,564Expenses 2016: $222,334Net Income 2016: $7,2302016Revenue 2017: $234,226Expenses 2017: $219,845Net Income 2017: $14,3812017Revenue 2018: $238,936Expenses 2018: $236,947Net Income 2018: $1,9892018Revenue 2018: $238,936Expenses 2018: $236,947Net Income 2018: $1,9892018Revenue 2019: $243,737Expenses 2019: $238,213Net Income 2019: $5,5242019Revenue 2020: $218,586Expenses 2020: $230,806Net Income 2020: -$12,2202020Revenue 2021: $220,865Expenses 2021: $233,807Net Income 2021: -$12,9422021Revenue 2022: $220,865Expenses 2022: $204,445Net Income 2022: $16,4202022Revenue 2023: $231,621Expenses 2023: $212,073Net Income 2023: $19,5482023Revenue 2024: $227,717Expenses 2024: $197,089Net Income 2024: $30,6282024

Highlighted filing

2018

Revenue$238,936
Expenses$236,947
Net Income$1,989
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 16, 2019
Return Version
2018v3.1
Gross Receipts
$238,936
Mission and Program Overview

Mission

Lease-holding entity related to the Council on Addiction Recovery Services, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$519,480$470,934▼ $48,546
Savings and Temporary Cash Investments$57,838$57,866▲ $28
Cash and Non-Interest-Bearing Accounts$24,019$23,985▼ $34
Total Assets$755,738$718,615▼ $37,123
Other Assets Total$154,401$165,830▲ $11,429
Liabilities
Mortgage Notes Payable Secured by Investment Property$395,630$355,237▼ $40,393
Accounts Payable and Accrued Expenses-$1,281-
Total Liabilities$395,630$356,518▼ $39,112
Net Assets / Fund Balance
Unrestricted Net Assets$302,270$304,231▲ $1,961
Temporarily Rstr Net Assets$57,838$57,866▲ $28
Total Net Assets Fund Balance$360,108$362,097▲ $1,989
Total Liabilities and Net Assets / Fund Balance$755,738$718,615▼ $37,123

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$333,676$494,772$828,448
Buildings$63,869$416,538$480,407
Land$72,725-$72,725
Equipment$664$7,069$7,733
Other Assets Org$165,830--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mike PrutsmanExecutive Director$77,722$77,722
John DrakeFiscal Director$68,698$68,698

Board Members and Trustees

NameTitle
Michael KellyPresident
Corey WitkorDirector
Dr Babi DelaneyDirector
Kelly Lent-paulDirector
Melody ZampognaDirector
Russ HahnDirector
Susan OstranderDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$238,896
Investment Income
$40
Other Revenue
$0
Change in Net Assets
$1,989

Audited Revenue Reconciliation

Revenue per Audited Statements
$238,936
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$238,936
Total Revenue per Form 990
$238,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,947
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
Fees for Services Management-$80,342-$80,342
Occupancy$55,235--$55,235
Depreciation Depletion$48,546--$48,546
Insurance$24,671--$24,671
Interest$18,428--$18,428
Fees for Services Accounting$9,725--$9,725
Total Functional Expenses$156,605$80,342$0$236,947

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$236,947
Total Expenses per Audited Statements$236,947
Total Expenses per Form 990$236,947
Expenses Not Reported on Financial Statements$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 was provided to all board members for review prior to submission.

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

Board of directors are required to review the conflict of interest policy and sign a statement indicating they received the policy and are in compliance with it.

Form 990, Part VI, Section C, Line 19

Governing documents, policies, and financial statements are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Weston Foundation Inc
EIN
16-1390711
Phone
7163734303
Address
201 SOUTH UNION STREET, OLEAN, NY 14760

Signing Officer

Name
Michael Prutsman
Title
Executive Director
Phone
7163734303
Signed
2019-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Prutsman
Formed
1993
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
100 CORPORATE PARKWAY SUITE 200, AMHERST, NY 14226
Preparer
Justin N Reid
Phone
7162506600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change in this process from the prior year

Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT INDICATING THEY RECEIVED THE POLICY AND ARE IN COMPLIANCE WITH IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0COUNCIL ON ADDICTION RECOVERY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COUNCIL ON ADDICTION RECOVERY SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0161160187
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADDICTION AND RECOVERY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170 (B)(2)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0130 S UNION STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OLEAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014760
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0355237
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1238896
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt280342
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0COUNCIL ON ADDICTION RECOVERY SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1COUNCIL ON ADDICTION RECOVERY SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2COUNCIL ON ADDICTION RECOVERY SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt057838
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt057866
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0755738
IRS990/TotalAssetsEOYAmt0718615
IRS990/TotalAssetsGrp/BOYAmt0755738
IRS990/TotalAssetsGrp/EOYAmt0718615
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080342
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0156605
IRS990/TotalFunctionalExpensesGrp/TotalAmt0236947
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0395630
IRS990/TotalLiabilitiesEOYAmt0356518
IRS990/TotalLiabilitiesGrp/BOYAmt0395630
IRS990/TotalLiabilitiesGrp/EOYAmt0356518
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0360108
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0362097
IRS990/TotalOtherCompensationAmt05779
IRS990/TotalProgramServiceExpensesAmt0156605
IRS990/TotalProgramServiceRevenueAmt0238896
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0238936
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238936
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0755738
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0718615
IRS990/TotReportableCompRltdOrgAmt0140641
IRS990/TransactionWithControlEntInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0302270
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0304231
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 SOUTH UNION STREET
IRS990/USAddress/CityNm0OLEAN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014760
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.COUNCILONADDICTION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PRUTSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07163734303
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0161390711
ReturnHeader/Filer/PhoneNum07163734303
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 SOUTH UNION STREET
ReturnHeader/Filer/USAddress/CityNm0OLEAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014760
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0573BB524689E9C7D63BE1BDB86B3E85F48129F86
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.16.40.50
ReturnHeader/FilingSecurityInformation/IPDt02019-04-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:12:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CORPORATE PARKWAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014226
ReturnHeader/PreparerPersonGrp/PhoneNum07162506600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN N REID
ReturnHeader/ReturnTs02019-04-16T15:00:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.79$4.09$2.28$1.97$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$1.31$3.78$2.32$2.12$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.39$1.80$3.59$2.21$2.04$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.70$2.27$3.42$2.21$2.34$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.28$2.73$3.55$2.19$2.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.83$3.16$3.68$2.44$2.38$0.06
2018Detailed filing. Detailed filing data is available for this year.$7.19$3.57$3.62$2.39$2.37$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$3.57$3.62$2.39$2.37$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$3.96$3.60$2.34$2.20$0.14
2016Detailed filing. Detailed filing data is available for this year.$7.77$4.31$3.46$2.30$2.22$0.07
2015Detailed filing. Detailed filing data is available for this year.$8.05$4.67$3.38$2.16$2.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.05$5.02$3.03$2.41$2.29$0.12
2013Detailed filing. Detailed filing data is available for this year.$8.24$5.32$2.91$2.04$1.89$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.34$5.58$2.76$1.79
2011Summary only. Only limited summary data is available for this year.$8.52$6.01$2.51$2.13$1.99$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$6.34$2.38$1.89