Civic Intelligence

Karla Smith Foundation

990 • Fiscal year 2018 • EIN 20-2699020

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

200 North LincolnOfallon, IL 62269

(618) 624-5771

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$39,200

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-6.5%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$267,049

Down $43,655 (-14%) from 2017

Net Assets

Down

$261,728

Down $48,976 (-16%) from 2017

Liabilities

Up

$5,321

Up $5,321 from 2017

Revenue

Down

$255,525

Down $17,809 (-6.5%) from 2017

Expenses

Up

$304,501

Up $168,274 (+124%) from 2017

Net Income

Down

-$48,976

Down $186,083 (-136%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $141,203Net Assets 2010: $141,2032010Assets 2011: $147,169Net Assets 2011: $147,1692011Assets 2012: $150,979Liabilities 2012: $0Net Assets 2012: $150,9792012Assets 2013: $168,653Liabilities 2013: $6,402Net Assets 2013: $162,2512013Assets 2014: $143,277Liabilities 2014: $665Net Assets 2014: $142,6122014Assets 2015: $163,528Liabilities 2015: $0Net Assets 2015: $163,5282015Assets 2016: $173,597Liabilities 2016: $0Net Assets 2016: $173,5972016Assets 2017: $310,704Liabilities 2017: $0Net Assets 2017: $310,7042017Assets 2018: $267,049Liabilities 2018: $5,321Net Assets 2018: $261,7282018Assets 2019: $409,245Liabilities 2019: $4,236Net Assets 2019: $405,0092019Assets 2023: $523,042Liabilities 2023: $1,737Net Assets 2023: $521,3052023Assets 2024: $450,218Liabilities 2024: $1,215Net Assets 2024: $449,0032024

Highlighted filing

2018

Assets$267,049
Liabilities$5,321
Net Assets$261,728

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $81,098Expenses 2010: $57,177Net Income 2010: $23,9212010Revenue 2011: $76,345Expenses 2011: $71,319Net Income 2011: $5,0262011Expenses 2012: $194,8952012Revenue 2013: $274,284Expenses 2013: $262,481Net Income 2013: $11,8032013Revenue 2014: $154,201Expenses 2014: $174,836Net Income 2014: -$20,6352014Revenue 2015: $184,360Expenses 2015: $162,576Net Income 2015: $21,7842015Revenue 2016: $164,856Expenses 2016: $154,381Net Income 2016: $10,4752016Revenue 2017: $273,334Expenses 2017: $136,227Net Income 2017: $137,1072017Revenue 2018: $255,525Expenses 2018: $304,501Net Income 2018: -$48,9762018Revenue 2019: $444,002Expenses 2019: $300,721Net Income 2019: $143,2812019Revenue 2023: $520,885Expenses 2023: $558,179Net Income 2023: -$37,2942023Revenue 2024: $544,581Expenses 2024: $616,883Net Income 2024: -$72,3022024

Highlighted filing

2018

Revenue$255,525
Expenses$304,501
Net Income-$48,976
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$313,045
Mission and Program Overview

Mission

Support for family and friends of mentally ill and those who have lost a loved one to suicide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$237,688$177,720▼ $59,968
Savings and Temporary Cash Investments$62,235$62,268▲ $33
Land, Buildings, and Equipment, Net$5,534$15,921▲ $10,387
Prepaid Expenses and Deferred Charges-$6,140-
Intangible Assets$247$0▼ $247
Total Assets$310,704$267,049▼ $43,655
Other Assets Total$5,000$5,000→ $0
Liabilities
Other Liabilities$0$5,321▲ $5,321
Total Liabilities$0$5,321▲ $5,321
Net Assets / Fund Balance
Unrestricted Net Assets$310,704$261,728▼ $48,976
Total Net Assets Fund Balance$310,704$261,728▼ $48,976
Total Liabilities and Net Assets / Fund Balance$310,704$267,049▼ $43,655

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,594$30,391$31,985
Leasehold Improvements$12,708$292$13,000
Equipment$1,619$6,139$7,758
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Emily SmithExecutive DirectorFT$39,200$39,200

Board Members and Trustees

NameTitle
Thomas SmithPresident
Kevin SmithVice President
Bruce HollandDirector
Christopher MartinDirector
Dalena PajaresDirector
Dr Sarah Hartz Md Ph DDirector
Gerald MontroyDirector
Mark WitkowskiDirector
Mike ClarkDirector
Mike NowobilskiDirector
Mary Jo GuinnSecretary
Janet FrasherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$147,769
Program Service Revenue
$0
Investment Income
$651
Other Revenue
$107,105
All Other Contributions
$111,709
Change in Net Assets
$-48,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$255,525
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$255,525
Total Revenue per Form 990
$255,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,585
Salaries, Compensation, and Employee Benefits$132,916
Total Fundraising Expense$35,261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,293$8,104$24,313$122,710
Occupancy-$69,389-$69,389
Fees for Services Legal$19,190$12,157$1,700$33,047
Advertising-$24,137-$24,137
Office Expenses$275$23,555-$23,830
Payroll Taxes$7,150$764$2,292$10,206
Insurance-$4,918-$4,918
Depreciation Depletion-$1,867-$1,867
Other Expenses$405$1,579$6,632$1,579
All Other Expenses-$1,103-$1,103
Conferences and Meetings-$715$86$801
Travel-$190$238$428
Total Functional Expenses$119,313$149,927$35,261$304,501

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$304,501
Total Expenses per Audited Statements$304,501
Total Expenses per Form 990$304,501
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$163,631
Fundraising Direct Expenses$56,526
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Auction$163,460$140,905$30,984$109,921
Nick Dellamano Golf Tounament$23,754$17,137$196$16,941
Total Events$192,803$163,631$56,526$107,105
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
American Express$5,321
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Tom smith president family relationship kevin smith vice president family relationship emily smith director family relationship

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

Form 990 is distributed to all board members that then review and discuss before approval of filing return.

Form 990, Part VI, Section B, Line 15

Compensation is determined by the board of directors and advisory council

Form 990, Part VI, Section C, Line 19

UPON WRITTEN REQUEST

Filing and Contact Details

Filer

Filer Name
Karla Smith Foundation
EIN
20-2699020
Phone
6186245771
Address
200 NORTH LINCOLN, OFALLON, IL 62269

Signing Officer

Name
Emily Smith
Title
Executive Director
Phone
6186245771
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Smith
Formed
2005
Legal Domicile
Il
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
130

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
852 CAMBRIDGE BLVD STE 100, OFALLON, IL 62269
Preparer
Jared Snider CPA
Phone
6186327574
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/PayrollTaxesGrp/ProgramServicesAmt07150
IRS990/PayrollTaxesGrp/TotalAmt010206
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06140
IRS990/PrincipalOfficerNm0EMILY SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT GROUP FOR PEOPLE WHO LOST A LOVED ONE TO SUICIDE. MET TWICE A MONTH. FOLLOW-UP SESSIONS WITH PARTICIPANTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt089008
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL EVENTS, WORKSHOPS AND PRESENTATIONS RELATED TO OUR EXEMPT PURPOSE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt030305
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0176436
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0135
IRS990/PYOtherExpensesAmt085324
IRS990/PYOtherRevenueAmt096763
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0137107
IRS990/PYSalariesCompEmpBnftPaidAmt050903
IRS990/PYTotalExpensesAmt0136227
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0273334
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-48976
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062235
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062268
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0147769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0176436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0116724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0126940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0665535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0163631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0150423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0115732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105248
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0600562
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0301
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt0988
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0988
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt01266097
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0311400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0326859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0213398
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0221972
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0192468
IRS990ScheduleA/Total509Grp/TotalAmt01266097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0311431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0326994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0213440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0222014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0193507
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01267386
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01619
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06139
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07758
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0304501
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt012708
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0292
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt013000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01594
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030391
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031985
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05321
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMERICAN EXPRESS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0255525
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015921
IRS990ScheduleD/TotalExpensesPerForm990Amt0304501
IRS990ScheduleD/TotalLiabilityAmt05321
IRS990ScheduleD/TotalRevenuePerForm990Amt0255525
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0255525
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0304501
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt029172
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt022555
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06617
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056526
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NICK DELLAMANO GOLF TOUNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01996
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0163460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0192803
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0140905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0163631
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0107105
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07708
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038888
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030984
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0196

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.01$4.49$5.45$6.17$0.72
2023Summary only. Only limited summary data is available for this year.$5.23$0.02$5.21$5.21$5.58$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.04$4.05$4.44$3.01$1.43
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.05$2.62$2.56$3.05$0.49
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$2.73$1.36$1.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$1.65$1.54$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$1.84$1.63$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.43$1.54$1.75$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.06$1.62$2.74$2.62$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$1.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$1.47$0.76$0.71$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.41$0.81$0.57$0.24