Civic Intelligence

Stone Bridge School

990 • Fiscal year 2023 • EIN 16-1725175

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization ProfileWWW.STONEBRIDGESCHOOL.ORG
1019 2nd AveNapa, CA 94558

(707) 252-5522

Siviq Scores

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

Liabilities / Assets

75th percentile

0.31x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.32x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$125,333

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

87th percentile

41%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$3,151,507

Up $921,627 (+41%) from 2022

Net Assets

Up

$2,169,676

Up $369,612 (+21%) from 2022

Liabilities

Up

$981,831

Up $552,015 (+128%) from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin65th percentile

Revenue

Down

$3,025,008

Down $360,776 (-11%) from 2022

Expenses

Down

$2,655,397

Down $317,211 (-11%) from 2022

Net Income

Down

$369,611

Down $43,565 (-11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $870,953Liabilities 2011: $276,593Net Assets 2011: $594,3602011Assets 2012: $1,034,561Liabilities 2012: $267,522Net Assets 2012: $767,0392012Assets 2013: $1,135,228Liabilities 2013: $218,816Net Assets 2013: $916,4122013Assets 2014: $1,090,082Liabilities 2014: $246,384Net Assets 2014: $843,6982014Assets 2015: $1,012,752Liabilities 2015: $352,107Net Assets 2015: $660,6452015Assets 2016: $1,240,149Liabilities 2016: $375,519Net Assets 2016: $864,6302016Assets 2017: $1,161,637Liabilities 2017: $416,092Net Assets 2017: $745,5452017Assets 2018: $1,152,858Liabilities 2018: $254,556Net Assets 2018: $898,3022018Assets 2019: $1,473,164Liabilities 2019: $425,728Net Assets 2019: $1,047,4362019Assets 2020: $1,941,168Liabilities 2020: $712,513Net Assets 2020: $1,228,6552020Assets 2021: $2,338,492Liabilities 2021: $951,604Net Assets 2021: $1,386,8882021Assets 2022: $2,229,880Liabilities 2022: $429,816Net Assets 2022: $1,800,0642022Assets 2023: $3,151,507Liabilities 2023: $981,831Net Assets 2023: $2,169,6762023Assets 2024: $3,588,302Liabilities 2024: $1,080,996Net Assets 2024: $2,507,3062024

Highlighted filing

2023

Assets$3,151,507
Liabilities$981,831
Net Assets$2,169,676
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,059,070Expenses 2011: $1,843,550Net Income 2011: $215,5202011Revenue 2012: $2,043,322Expenses 2012: $1,870,641Net Income 2012: $172,6812012Expenses 2013: $2,041,2972013Revenue 2014: $2,228,292Expenses 2014: $2,301,006Net Income 2014: -$72,7142014Revenue 2015: $2,233,181Expenses 2015: $2,416,234Net Income 2015: -$183,0532015Revenue 2016: $2,632,210Expenses 2016: $2,428,226Net Income 2016: $203,9842016Revenue 2017: $2,456,758Expenses 2017: $2,575,837Net Income 2017: -$119,0792017Revenue 2018: $2,535,328Expenses 2018: $2,378,327Net Income 2018: $157,0012018Revenue 2019: $2,742,430Expenses 2019: $2,590,340Net Income 2019: $152,0902019Revenue 2020: $2,677,705Expenses 2020: $2,493,350Net Income 2020: $184,3552020Revenue 2021: $2,603,261Expenses 2021: $2,438,331Net Income 2021: $164,9302021Revenue 2022: $3,385,784Expenses 2022: $2,972,608Net Income 2022: $413,1762022Revenue 2023: $3,025,008Expenses 2023: $2,655,397Net Income 2023: $369,6112023Revenue 2024: $3,485,640Expenses 2024: $3,066,906Net Income 2024: $418,7342024

Highlighted filing

2023

Revenue$3,025,008
Expenses$2,655,397
Net Income$369,611
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$3,025,008
Mission and Program Overview

Mission

The charter school will empower every student to be a lifelong learner with essential skills and knowledge utilizing an educational program inspired by waldorf education methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,910,227$2,327,979▲ $417,752
Accounts Receivable$291,264$737,888▲ $446,624
Intangible Assets-$40,211-
Prepaid Expenses and Deferred Charges$28,389$38,855▲ $10,466
Land, Buildings, and Equipment, Net-$6,574-
Total Assets$2,229,880$3,151,507▲ $921,627
Liabilities
Accounts Payable and Accrued Expenses$429,815$543,954▲ $114,139
Deferred Revenue-$399,641-
Other Liabilities-$38,236-
Total Liabilities$429,815$981,831▲ $552,016
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,715,590$2,032,458▲ $316,868
Net Assets With Donor Restrictions$84,475$137,218▲ $52,743
Total Net Assets Fund Balance$1,800,065$2,169,676▲ $369,611
Total Liabilities and Net Assets / Fund Balance$2,229,880$3,151,507▲ $921,627

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,574$32,049$38,623
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert LockhartSecretary/pr-$125,333$125,333
Jennifer MedarisFaculty RepFT$62,830$62,830
Greg GreesonVP/class RepFT$26,513$26,513

Board Members and Trustees

NameTitle
Richard BeckCOM Mem/vice
Birha MccannCommunity Me
James BrownExecutive Di
Jamie FerringtonParent Concl
Melissa HabermanParent Mem/c
Maria MartinezTreasurer/co
Revenue and Support

Revenue Composition

Contributions and Grants
$2,848,133
Program Service Revenue
$162,215
Investment Income
$14,660
Other Revenue
$0
All Other Contributions
$123,551
Change in Net Assets
$369,611

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,025,008
Total Revenue per Audited Statements
$3,025,008
Total Revenue per Form 990
$3,025,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,152,407
Other Expenses$502,990
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,160,596$219,820-$1,380,416
Other Employee Benefits$435,752$121,563-$557,315
Fees for Services Other$228,555$50,033-$278,588
Current Officers, Directors, Trustees, and Key Employees$89,343$125,333-$214,676
Insurance-$34,046-$34,046
Occupancy$14,396--$14,396
Depreciation Depletion-$13,873-$13,873
Other Expenses$59,707$7,834-$7,834
Travel$7,628--$7,628
Total Functional Expenses$2,074,525$580,872$0$2,655,397

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,655,397
Total Expenses per Audited Statements$2,655,397
Total Expenses per Form 990$2,655,397
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Leases$38,236
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 7A

“Stone bridge school has three governing bodies: faculty council, parent council and classified employees who as individual groups vote on members to be elected to the governing board (charter council).”

Form 990, Page 6, Part VI, Line 11B

“The 990 report will be reviewed by our board president and executive director.”

Form 990, Page 6, Part VI, Line 12C

“Any agreements entered into are carefully examined to determine any conflict of interest. None to date, so none to monitor.”

Form 990, Page 6, Part VI, Line 15A

“Employees of the school are offered salaries based upon a pre-approved salary schedule. Employment contracts including the salary being offered are presented to the charter council/board of directors for approval.”

Form 990, Page 6, Part VI, Line 15B

“Employees of the school are offered salaries based upon a pre-approved salary schedule. Employment contracts including the salary being offered are presented to the charter council/board of directors for approval.”

Form 990, Page 6, Part VI, Line 19

“Any documents submitted to our board (including financial statements, policies, etc.) are also available in a binder in the office for any public person to view upon request.”

Filing and Contact Details

Filer

Filer Name
Stone Bridge School
EIN
16-1725175
Phone
7072525522
Address
1019 2ND AVE, NAPA, CA 94558

Signing Officer

Name
James Brown
Title
Executive Director
Phone
7072525522
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Brown
Formed
2005
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
55
Volunteers
150

Preparer

Firm
Chavan & Associates Llp
Address
15105 CONCORD CIRCLE SUITE 130, MORGAN HILL, CA 95037
Preparer
Sheldon Chavan
Phone
4082178749
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services 228,555 50,033 0”

Raw XML Appendix390 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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt032049
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IRS990ScheduleD/ExpensesSubtotalAmt02655397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASES
IRS990ScheduleD/RevenueSubtotalAmt03025008
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06574
IRS990ScheduleD/TotalExpensesPerForm990Amt02655397
IRS990ScheduleD/TotalLiabilityAmt038236
IRS990ScheduleD/TotalRevenuePerForm990Amt03025008
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03025008
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02655397
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY CLAUSE IS PRINTED ON THE BOTTOM OF ENROLLMENT PAPERWORK AND PUBLICATIONS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1STATE OF CALIFORNIA AND FEDERAL GRANTS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STONE BRIDGE SCHOOL HAS THREE GOVERNING BODIES: FACULTY COUNCIL, PARENT COUNCIL AND CLASSIFIED EMPLOYEES WHO AS INDIVIDUAL GROUPS VOTE ON MEMBERS TO BE ELECTED TO THE GOVERNING BOARD (CHARTER COUNCIL).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 REPORT WILL BE REVIEWED BY OUR BOARD PRESIDENT AND EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY AGREEMENTS ENTERED INTO ARE CAREFULLY EXAMINED TO DETERMINE ANY CONFLICT OF INTEREST. NONE TO DATE, SO NONE TO MONITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMPLOYEES OF THE SCHOOL ARE OFFERED SALARIES BASED UPON A PRE-APPROVED SALARY SCHEDULE. EMPLOYMENT CONTRACTS INCLUDING THE SALARY BEING OFFERED ARE PRESENTED TO THE CHARTER COUNCIL/BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EMPLOYEES OF THE SCHOOL ARE OFFERED SALARIES BASED UPON A PRE-APPROVED SALARY SCHEDULE. EMPLOYMENT CONTRACTS INCLUDING THE SALARY BEING OFFERED ARE PRESENTED TO THE CHARTER COUNCIL/BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANY DOCUMENTS SUBMITTED TO OUR BOARD (INCLUDING FINANCIAL STATEMENTS, POLICIES, ETC.) ARE ALSO AVAILABLE IN A BINDER IN THE OFFICE FOR ANY PUBLIC PERSON TO VIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL SERVICES 228,555 50,033 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt02229880
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02848133
IRS990/TotalEmployeeCnt055
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0580872
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02074525
IRS990/TotalFunctionalExpensesGrp/TotalAmt02655397
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IRS990/TotalLiabilitiesGrp/EOYAmt0981831
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0162215
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03025008
IRS990/TotalVolunteersCnt0150
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03151507
IRS990/TravelGrp/ProgramServicesAmt07628
IRS990/TravelGrp/TotalAmt07628
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094558
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IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.STONEBRIDGESCHOOL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07072525522
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONE BRIDGE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0161725175
ReturnHeader/Filer/PhoneNum07072525522
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270630496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAVAN & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015105 CONCORD CIRCLE SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGAN HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095037
ReturnHeader/PreparerPersonGrp/PhoneNum04082178749
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELDON CHAVAN
ReturnHeader/ReturnTs02024-05-15T21:40:06-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,151,507
Liabilities
$981,831
Net assets
$2,169,676
Revenue
$3,025,008
Expenses
$2,655,397
Net income
$369,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$1.08$2.51$3.49$3.07$0.42
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.98$2.17$3.03$2.66$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.43$1.80$3.39$2.97$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.95$1.39$2.60$2.44$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.71$1.23$2.68$2.49$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.43$1.05$2.74$2.59$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.25$0.90$2.54$2.38$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.42$0.75$2.46$2.58$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.38$0.86$2.63$2.43$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.35$0.66$2.23$2.42$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.25$0.84$2.23$2.30$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.22$0.92$2.04
2012Summary only. Only limited summary data is available for this year.$1.03$0.27$0.77$2.04$1.87$0.17
2011Summary only. Only limited summary data is available for this year.$0.87$0.28$0.59$2.06$1.84$0.22