Civic Intelligence

Max and Marion Caldwell Foundation

990 • Fiscal year 2017 • EIN 16-1641295

Nov 01, 2016 to Oct 31, 2017 • Filed on Nov 30, 2017

Organization Profilewww.caldwellfoundation.org
PO Box 1653Capitola, CA 95010

(831) 479-6714

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

51%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$634,138

Up $113,936 (+22%) from 2016

Net Assets

Up

$634,138

Up $113,936 (+22%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin95th percentile

Revenue

Up

$172,825

Up $58,145 (+51%) from 2016

Expenses

Up

$58,889

Up $8,658 (+17%) from 2016

Net Income

Up

$113,936

Up $49,487 (+77%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $298,745Liabilities 2011: $02011Assets 2012: $303,059Liabilities 2012: $02012Assets 2013: $327,301Liabilities 2013: $0Net Assets 2013: $327,3012013Assets 2014: $412,918Liabilities 2014: $0Net Assets 2014: $412,9182014Assets 2015: $455,753Liabilities 2015: $0Net Assets 2015: $455,7532015Assets 2016: $520,202Liabilities 2016: $0Net Assets 2016: $520,2022016Assets 2017: $634,138Liabilities 2017: $0Net Assets 2017: $634,1382017Assets 2018: $743,020Liabilities 2018: $0Net Assets 2018: $743,0202018Assets 2019: $816,431Liabilities 2019: $0Net Assets 2019: $816,4312019Assets 2020: $820,521Liabilities 2020: $0Net Assets 2020: $820,5212020Assets 2021: $976,665Liabilities 2021: $0Net Assets 2021: $976,6652021Assets 2022: $1,026,262Liabilities 2022: $0Net Assets 2022: $1,026,2622022Assets 2023: $1,102,576Liabilities 2023: $0Net Assets 2023: $1,102,5762023Assets 2024: $1,160,344Liabilities 2024: $0Net Assets 2024: $1,160,3442024Assets 2025: $1,273,814Liabilities 2025: $0Net Assets 2025: $1,273,8142025

Highlighted filing

2017

Assets$634,138
Liabilities$0
Net Assets$634,138
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0Revenue 2011: $61,259Expenses 2011: $27,453Net Income 2011: $33,8062011Revenue 2012: $42,215Expenses 2012: $37,901Net Income 2012: $4,3142012Revenue 2013: $60,244Expenses 2013: $36,002Net Income 2013: $24,2422013Revenue 2014: $108,875Expenses 2014: $48,258Net Income 2014: $60,6172014Revenue 2015: $112,635Expenses 2015: $44,800Net Income 2015: $67,8352015Revenue 2016: $114,680Expenses 2016: $50,231Net Income 2016: $64,4492016Revenue 2017: $172,825Expenses 2017: $58,889Net Income 2017: $113,9362017Revenue 2018: $166,447Expenses 2018: $57,565Net Income 2018: $108,8822018Revenue 2019: $135,479Expenses 2019: $62,068Net Income 2019: $73,4112019Revenue 2020: $80,528Expenses 2020: $76,438Net Income 2020: $4,0902020Revenue 2021: $181,513Expenses 2021: $25,369Net Income 2021: $156,1442021Revenue 2022: $148,816Expenses 2022: $99,219Net Income 2022: $49,5972022Revenue 2023: $159,138Expenses 2023: $82,824Net Income 2023: $76,3142023Revenue 2024: $166,566Expenses 2024: $108,798Net Income 2024: $57,7682024Revenue 2025: $252,843Expenses 2025: $139,373Net Income 2025: $113,4702025

Highlighted filing

2017

Revenue$172,825
Expenses$58,889
Net Income$113,936
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Nov 30, 2017
Return Version
2016v3.0
Gross Receipts
$299,152
Mission and Program Overview

Mission

Provide funds to children ages 5-12 to allow them to attend an aca accredited summer camp in northern california. In addition, to provide $1000 in scholarship funds to counselors who have worked at such a camp for two years and earned a recommendation from its director.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$290,000$460,000▲ $170,000
Investments in Publicly Traded Securities$209,458$166,573▼ $42,885
Cash and Non-Interest-Bearing Accounts$19,939$6,412▼ $13,527
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$520,202$634,138▲ $113,936
Other Assets Total$805$1,153▲ $348
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$244,105$306,553▲ $62,448
Permanently Rstr Net Assets$223,501$280,533▲ $57,032
Temporarily Rstr Net Assets$52,596$47,052▼ $5,544
Total Net Assets Fund Balance$520,202$634,138▲ $113,936
Total Liabilities and Net Assets / Fund Balance$520,202$634,138▲ $113,936
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Rise BerryPresident
Clare SchneiderVice President
Hannah S WilsonTrustee
Scott KirkwoodTrustee
Dick WoodSecretary
Douglas F KirkwoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,353
Program Service Revenue
$0
Investment Income
$52,472
Other Revenue
$0
All Other Contributions
$120,353
Change in Net Assets
$113,936

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 Traded1$49,463Publ Traded Secur
Total Noncash Contributions1$49,463-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,397
Other Expenses$4,492
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$54,397--$54,397
Insurance-$1,091-$1,091
Office Expenses-$439-$439
Other Expenses-$70-$70
Total Functional Expenses$54,397$4,492$0$58,889
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Prepared by cpa/treasurer, reviewed by president. Complete copy of this form 990 presented to board of trustees for review at first meeting following close of fiscal year and prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Max and Marion Caldwell Foundation
EIN
16-1641295
Phone
8314796714
Address
PO BOX 1653, CAPITOLA, CA 95010

Signing Officer

Name
Rise Berry
Title
President
Signed
2017-11-30
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
11

Preparer

Firm
Douglas F Kirkwood CPA
Address
1174 Chestnut Street, Menlo Park, CA 94025-4312
Preparer
Douglas F Kirkwood
Phone
6503281250
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - STATEMENT IN SUPPORT OF FORM 990, SCHEDULE A, PART III, LINE 3INDIVIDUALS OBTAIN APPLICATIONS FROM THE FOUNDATION WEBSITE OR MEMBERS OF THE BOARD. THESE APPLICATIONS STATE THE QUALIFICATIONS OF THE APPLICANT AND OTHER INFORMATION THAT THE BOARD CONSIDERS RELEVANT INCLUDING FINANCIAL DATA, PREVIOUS HISTORY WITH ELIGIBLE CAMPS, AND SPECIFIC FAMILY SITUATIONS. THE GRANT COMMITTEE INTERVIEWS THE APPLICANTS AND THEIR PARENTS AND PRESENTS RECOMMENDATIONS TO THE FULL BOARD. SELECTED GRANTEES QUALIFY FOR A CAMPERSHIP PAYMENT, USUALLY 60% OF THE FULL COST, WHICH IS MADE DIRECTLY TO THE PARTICIPANT CAMP.”

Raw XML AppendixShowing 400 of 409 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/MissionDesc0PROVIDE FUNDS TO CHILDREN AGES 5-12 TO ALLOW THEM TO ATTEND AN ACA ACCREDITED SUMMER CAMP IN NORTHERN CALIFORNIA. IN ADDITION, TO PROVIDE $1000 IN SCHOLARSHIP FUNDS TO COUNSELORS WHO HAVE WORKED AT SUCH A CAMP FOR TWO YEARS AND EARNED A RECOMMENDATION FROM ITS DIRECTOR.
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0290000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0460000
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt093616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt087822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0431265
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013348
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011973
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08673
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08300
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057614
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.88220
IRS990ScheduleA/PublicSupportPY170Pct00.86980
IRS990ScheduleA/PublicSupportTotal170Amt0431265
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt087822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043534
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0431265
IRS990ScheduleA/TotalSupportAmt0488879
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt051379
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH(CAMP TUITION)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1CASH(COLLEGE SCHOLARSHIP)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt031
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOUNDATION MAKES PAYMENTS OF THE GRANTED MONEY DIRECTLY TO THE CAMP OR EDUCATIONAL INSTITUTION - RECIPIENT NEVER HAS CONTROL OVER ANY OTHER USE OF THE GRANTED FUNDS. FOR THE CURRENT YEAR, AS IN ALL PRIOR YEARS, NO INDIVIDUAL GRANTEE WAS AWARDED AN AMOUNT IN EXCESS OF $5000. THE HIGHEST AMOUNT AWARDED TO ONE SINGLE INDIVIDUAL IN THE CURRENT YEAR WAS $2876.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0PUBL TRADED SECUR
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt049463
IRS990ScheduleM/ThirdPartiesUsedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - STATEMENT IN SUPPORT OF FORM 990, SCHEDULE A, PART III, LINE 3INDIVIDUALS OBTAIN APPLICATIONS FROM THE FOUNDATION WEBSITE OR MEMBERS OF THE BOARD. THESE APPLICATIONS STATE THE QUALIFICATIONS OF THE APPLICANT AND OTHER INFORMATION THAT THE BOARD CONSIDERS RELEVANT INCLUDING FINANCIAL DATA, PREVIOUS HISTORY WITH ELIGIBLE CAMPS, AND SPECIFIC FAMILY SITUATIONS. THE GRANT COMMITTEE INTERVIEWS THE APPLICANTS AND THEIR PARENTS AND PRESENTS RECOMMENDATIONS TO THE FULL BOARD. SELECTED GRANTEES QUALIFY FOR A CAMPERSHIP PAYMENT, USUALLY 60% OF THE FULL COST, WHICH IS MADE DIRECTLY TO THE PARTICIPANT CAMP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPARED BY CPA/TREASURER, REVIEWED BY PRESIDENT. COMPLETE COPY OF THIS FORM 990 PRESENTED TO BOARD OF TRUSTEES FOR REVIEW AT FIRST MEETING FOLLOWING CLOSE OF FISCAL YEAR AND PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt052596
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt047052
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0520202
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IRS990/TotalAssetsGrp/BOYAmt0520202
IRS990/TotalAssetsGrp/EOYAmt0634138
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0172825
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0634138
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0306553
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IRS990/WebsiteAddressTxt0www.caldwellfoundation.org
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RISE BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX AND MARION CALDWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAXA
ReturnHeader/Filer/EIN0161641295
ReturnHeader/Filer/PhoneNum08314796714
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1653
ReturnHeader/Filer/USAddress/CityNm0CAPITOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Douglas F Kirkwood CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01174 Chestnut Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menlo Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$634,138
Liabilities
$0
Net assets
$634,138
Revenue
$172,825
Expenses
$58,889
Net income
$113,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.25$0.14$0.11
2024Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.17$0.11$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.16$0.08$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.15$0.10$0.05
2021Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.18$0.03$0.16
2020Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.08$0.08$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.14$0.06$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.17$0.06$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.17$0.06$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.11$0.05$0.06
2015Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.11$0.04$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.11$0.05$0.06
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$0.06$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$0.30$0.00$0.04$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.06$0.03$0.03