Civic Intelligence

Beta Psi Foundation Inc % the Association Group

990 • Fiscal year 2022 • EIN 20-1217639

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 08, 2023

Organization ProfileWWW.BETAPSI.ORG
1151 Hammond Drive NE Suite 240Atlanta, GA 30346-1524

(404) 962-6438

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

38th percentile

0.04x

Higher debt load relative to revenue than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

15th percentile

-13%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-47%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$1,959,357

Down $294,782 (-13%) from 2021

Net Assets

Down

$1,952,732

Down $287,817 (-13%) from 2021

Liabilities

Down

$6,625

Down $6,965 (-51%) from 2021

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin82nd percentile

Revenue

Down

$175,170

Down $153,252 (-47%) from 2021

Expenses

Up

$114,977

Up $7,900 (+7.4%) from 2021

Net Income

Down

$60,193

Down $161,152 (-73%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $882,144Liabilities 2010: $0Net Assets 2010: $882,1442010Assets 2011: $843,197Liabilities 2011: $0Net Assets 2011: $843,1972011Assets 2012: $925,967Liabilities 2012: $0Net Assets 2012: $925,9672012Assets 2013: $1,087,412Liabilities 2013: $1,300Net Assets 2013: $1,086,1122013Assets 2014: $1,262,852Liabilities 2014: $7,646Net Assets 2014: $1,255,2062014Assets 2015: $1,212,436Liabilities 2015: $0Net Assets 2015: $1,212,4362015Assets 2016: $1,312,475Liabilities 2016: $2,000Net Assets 2016: $1,310,4752016Assets 2017: $1,516,720Liabilities 2017: $1,600Net Assets 2017: $1,515,1202017Assets 2018: $1,482,483Liabilities 2018: $2,314Net Assets 2018: $1,480,1692018Assets 2019: $1,762,805Liabilities 2019: $3,275Net Assets 2019: $1,759,5302019Assets 2020: $1,975,074Liabilities 2020: $1,400Net Assets 2020: $1,973,6742020Assets 2021: $2,254,139Liabilities 2021: $13,590Net Assets 2021: $2,240,5492021Assets 2022: $1,959,357Liabilities 2022: $6,625Net Assets 2022: $1,952,7322022Assets 2023: $2,309,355Liabilities 2023: $22,675Net Assets 2023: $2,286,6802023Assets 2024: $2,476,675Liabilities 2024: $16,640Net Assets 2024: $2,460,0352024

Highlighted filing

2022

Assets$1,959,357
Liabilities$6,625
Net Assets$1,952,732
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $19,0882010Revenue 2011: $77,444Expenses 2011: $85,651Net Income 2011: -$8,2072011Revenue 2012: $102,525Expenses 2012: $85,417Net Income 2012: $17,1082012Revenue 2013: $127,525Expenses 2013: $83,969Net Income 2013: $43,5562013Revenue 2014: $245,349Expenses 2014: $90,826Net Income 2014: $154,5232014Revenue 2015: $158,327Expenses 2015: $143,409Net Income 2015: $14,9182015Revenue 2016: $146,968Expenses 2016: $97,385Net Income 2016: $49,5832016Revenue 2017: $171,379Expenses 2017: $106,501Net Income 2017: $64,8782017Revenue 2018: $190,500Expenses 2018: $107,816Net Income 2018: $82,6842018Revenue 2019: $235,554Expenses 2019: $118,308Net Income 2019: $117,2462019Revenue 2020: $180,908Expenses 2020: $130,399Net Income 2020: $50,5092020Revenue 2021: $328,422Expenses 2021: $107,077Net Income 2021: $221,3452021Revenue 2022: $175,170Expenses 2022: $114,977Net Income 2022: $60,1932022Revenue 2023: $225,536Expenses 2023: $115,069Net Income 2023: $110,4672023Revenue 2024: $225,470Expenses 2024: $258,269Net Income 2024: -$32,7992024

Highlighted filing

2022

Revenue$175,170
Expenses$114,977
Net Income$60,193
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 8, 2023
Return Version
2022v5.0
Gross Receipts
$375,028
Mission and Program Overview

Mission

Our mission is to provide scholarship awards to the brothers/pledges of the beta psi chapter of the sigma chi fraternity on the basis of scholastic achievement, leadership achievement, or financial need and to support their development by providing them with scholastic and leadership related training programs and facilities, thereby giving them the best possible foundation for their success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$2,068,832$1,788,506▼ $280,326
Savings and Temporary Cash Investments$167,500$153,852▼ $13,648
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$2,254,139$1,959,357▼ $294,782
Other Assets Total$17,807$17,000▼ $807
Liabilities
Other Liabilities$13,590$6,625▼ $6,965
Total Liabilities$13,590$6,625▼ $6,965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,240,549$1,952,732▼ $287,817
Total Net Assets Fund Balance$2,240,549$1,952,732▼ $287,817
Total Liabilities and Net Assets / Fund Balance$2,254,139$1,959,357▼ $294,782

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$48,615--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Shaw RobPresident
Odaniel KeithDisbursement
Stewart MatthewDisbursement
Thurman MarkDisbursement
Higgins RickFinance
Hussey TomFinance
Lockwood CharlieFinance
Davis GregFoundation R
Heilig TimFoundation R
Madewell AlanFoundation R
Sandusky TaylorFoundation R
Swift RobertFoundation R
Vlass BarryFoundation R
Eanes ScottFundraising
Jackson KeithFundraising
Kinsey JoeFundraising
Mitchell RobertFundraising
Sparrow ClayFundraising
Sullivan JimFundraising
Strickler WarrenTreasurer
Rankin RobbyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$148,063
Program Service Revenue
$0
Investment Income
$27,107
Other Revenue
$0
All Other Contributions
$148,063
Change in Net Assets
$60,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,277
Grants and Similar Amounts Paid$36,700
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$36,700--$36,700
Fees for Services Other-$23,151-$23,151
Conferences and Meetings$13,184$489-$13,673
Fees for Service Investment Mgmnt Fees-$9,229-$9,229
Office Expenses-$5,113-$5,113
Fees for Services Accounting-$1,701-$1,701
Insurance-$1,400-$1,400
Other Expenses$1,098--$1,098
Total Functional Expenses$73,894$41,083$0$114,977
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Glenn a Merritt Raymond JamesFinancial AdvisFinancial ServicesNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$6,625
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is provided to each individual board member before filing for their review. Board reviews the form 990 at the first board meeting after its preparation.”

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

“Each trustee is reminded of the conflict of interest policy and asked to report any possible conflict of interest on an annual basis. The board approves all significant contracts. The president, chairman of the finance committee and the treasurer review all disbursements.”

Form 990, Page 6, Part VI, Line 19

“Available at principal office.”

Filing and Contact Details

Filer

Filer Name
Beta Psi Foundation Inc
EIN
20-1217639
Phone
4049626438
Address
1151 HAMMOND DRIVE NE SUITE 240, ATLANTA, GA 30346-1524

Signing Officer

Name
Strickler Warren
Title
Treasurer
Phone
4049626438
Signed
2023-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaw Rob
Formed
2004
Legal Domicile
Ga
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
22

Preparer

Firm
Sterk & Associates Cpas LLC
Address
5064 ROSWELL RD STE B 201, ATLANTA, GA 30342-2266
Preparer
Jeff T Letner CPA
Phone
4042559363
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our mission is to provide scholarship awards to the brothers/pledges of the beta psi chapter of the sigma chi fraternity on the basis of scholastic achievement, leadership achievement, or financial need and to support their development by providing them with scholastic and leadership related training programs and facilities, thereby giving them the best possible foundation for their success.”

Form 990, Part IX, Line 11G

“Consulting services 0 23,151 0”

Form 990, Part XI, Line 9

“Book/tax realized losses 11,691 book/tax dividend/interest 391 book/tax other -14 total 12,068”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE
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IRS990/Form990PartVIISectionAGrp/TitleTxt7FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt8FUNDRAISING
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt13FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt14FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt15FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt16FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt17FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt18FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt19FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt20FUNDRAISING
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IRS990/MissionDesc0OUR MISSION IS TO PROVIDE SCHOLARSHIP AWARDS TO THE BROTHERS/PLEDGES OF THE BETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY ON THE BASIS OF SCHOLASTIC ACHIEVEMENT, LEADERSHIP ACHIEVEMENT, OR FINANCIAL NEED AND TO SUPPORT THEIR DEVELOPMENT BY PROVIDING THEM WITH SCHOLASTIC AND LEADERSHIP RELATED TRAINING PROGRAMS AND FACILITIES, THEREBY GIVING THEM THE BEST POSSIBLE FOUNDATION FOR THEIR SUCCESS.
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0145765
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt248615
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0RAYMOND JAMES - 4804
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1RAYMOND JAMES - 8880
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2RAYMOND JAMES - 8798
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06625
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalBookValueProgramRltdAmt01788506
IRS990ScheduleD/TotalLiabilityAmt06625
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt035
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS SHALL GATHER AND ANALYZE FACTS AND CONDUCT SUCH INVESTIGATION AND RESEARCH FROM TIME TO TIME THAT MAY BE NECESSARY IN ORDER TO DETERMINE THE MOST EFFECTIVE USE OF GRANT FUNDS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt12022 SCHOLARSHIP RECIPIENTS: JANUARY 1 THRU DECEMBER 31, 2022 . AJ GROH - 1,800 ALEX MESSMAN - 900 ALEX ZAMORA - 800 BENNETT JONES - 1,300 CARSON HAROF - 400 CHARLIE LINDBERG - 1,300 COLE CAMPBELL - 1,300 CONNER DUFFY - 1,500 CONNER WHITE - 500 DANIEL LONG - 1,750 DANIEL WOODS - 500 EVAN ZAPPA - 1,000 GEORGE DOANE - 1,300 JAMES LEMKE - 2,250 JIMMY REILLY - 500 JOHN LEAL - 500 JOSH BRIENT - 1,000 JUSTIN KAPLIN - 3,600 KACY LOMBARD - 850 KENNY YOSHINO - 400 KYLE HOBDY-MARINAN - 1,000 MATT NEUSE - 850 MATTHEW CURTIS - 500 MATTHEW DOVALE - 500 MATTHEW GEUSS - 1,350 MAX HAYWARD - 1,250 NATHAN KITTS - 500 NATHAN NETTO - 500 NICHOLAS KATINSKY - 500 PRUITT MARTIN - 1,300 RORY BROWN - 500 SAM RODMAN - 1,300 TRENTON HEGRANES - 850 WESLEY O'HARA - 1,350 WILL WOOD - 1,000
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GLENN A MERRITT RAYMOND JAMES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FINANCIAL ADVIS
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FINANCIAL SERVICES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT AND OPERATING ACCOUNTS ARE WITH RAYMOND JAMES. GLEN MERRIT, A FORMER OFFICER AND TRUSTEE OF THE FOUNDATION, IS AN ACCOUNT EXECUTIVE WITH RAYMOND JAMES AND IS RESPONSIBLE FOR OUR ACCOUNT. THE ACCOUNT WAS AWARDED TO RAYMOND JAMES AFTER THE EXECUTIVE COMMITTEE REVIEWED PROPOSALS FROM SEVERAL INVESTMENT FIRMS AND THE BOARD APPROVED RAYMOND JAMES PROPOSAL, FOLLOWING FULL DISCLOSURE OF MR. MERRITT'S RELATIONSHIP. QUARTERLY RESULTS ARE MONITORED BY THE FINANCE COMMITTEE, CHAIRED BY OWEN HERRIN.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO PROVIDE SCHOLARSHIP AWARDS TO THE BROTHERS/PLEDGES OF THE BETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY ON THE BASIS OF SCHOLASTIC ACHIEVEMENT, LEADERSHIP ACHIEVEMENT, OR FINANCIAL NEED AND TO SUPPORT THEIR DEVELOPMENT BY PROVIDING THEM WITH SCHOLASTIC AND LEADERSHIP RELATED TRAINING PROGRAMS AND FACILITIES, THEREBY GIVING THEM THE BEST POSSIBLE FOUNDATION FOR THEIR SUCCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO EACH INDIVIDUAL BOARD MEMBER BEFORE FILING FOR THEIR REVIEW. BOARD REVIEWS THE FORM 990 AT THE FIRST BOARD MEETING AFTER ITS PREPARATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH TRUSTEE IS REMINDED OF THE CONFLICT OF INTEREST POLICY AND ASKED TO REPORT ANY POSSIBLE CONFLICT OF INTEREST ON AN ANNUAL BASIS. THE BOARD APPROVES ALL SIGNIFICANT CONTRACTS. THE PRESIDENT, CHAIRMAN OF THE FINANCE COMMITTEE AND THE TREASURER REVIEW ALL DISBURSEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE AT PRINCIPAL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING SERVICES 0 23,151 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK/TAX REALIZED LOSSES 11,691 BOOK/TAX DIVIDEND/INTEREST 391 BOOK/TAX OTHER -14 TOTAL 12,068
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,959,357
Liabilities
$6,625
Net assets
$1,952,732
Revenue
$175,170
Expenses
$114,977
Net income
$60,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.02$2.46$0.23$0.26$0.03
2023Summary only. Only limited summary data is available for this year.$2.31$0.02$2.29$0.23$0.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$0.18$0.11$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.01$2.24$0.33$0.11$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.97$0.18$0.13$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.24$0.12$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.19$0.11$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.17$0.11$0.06
2016Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.15$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.16$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.26$0.25$0.09$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.13$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.10$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.08$0.09$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.02
Peer Organizations

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