Civic Intelligence

San Ramon Historic Foundation

990 • Fiscal year 2020 • EIN 20-2707850

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

Organization Profilewww.SRHF.org
PO Box 1San Ramon, CA 94583

(925) 735-7855

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

44th percentile

3.9%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-26%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$971,124

Up $36,057 (+3.9%) from 2019

Net Assets

Up

$970,906

Up $36,187 (+3.9%) from 2019

Liabilities

Down

$218

Down $130 (-37%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin94th percentile

Revenue

Down

$52,389

Down $18,436 (-26%) from 2019

Expenses

Down

$16,503

Down $71,305 (-81%) from 2019

Net Income

Up

$35,886

Up $52,869 (+311%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $130,994Liabilities 2011: $277Net Assets 2011: $130,7172011Assets 2012: $136,469Liabilities 2012: $291Net Assets 2012: $136,1782012Assets 2013: $160,498Liabilities 2013: $533Net Assets 2013: $159,9652013Assets 2014: $196,733Liabilities 2014: $602Net Assets 2014: $196,1312014Assets 2015: $233,895Liabilities 2015: $359Net Assets 2015: $233,5362015Assets 2016: $259,520Liabilities 2016: $443Net Assets 2016: $259,0772016Assets 2017: $218,362Liabilities 2017: $431Net Assets 2017: $217,9312017Assets 2018: $952,339Liabilities 2018: $357Net Assets 2018: $951,9822018Assets 2019: $935,067Liabilities 2019: $348Net Assets 2019: $934,7192019Assets 2020: $971,124Liabilities 2020: $218Net Assets 2020: $970,9062020Assets 2021: $1,019,347Liabilities 2021: $211Net Assets 2021: $1,019,1362021Assets 2022: $973,991Liabilities 2022: $301Net Assets 2022: $973,6902022Assets 2023: $1,028,672Liabilities 2023: $72Net Assets 2023: $1,028,6002023Assets 2024: $1,041,087Liabilities 2024: $220Net Assets 2024: $1,040,8672024Assets 2025: $1,158,016Liabilities 2025: $318Net Assets 2025: $1,157,6982025

Highlighted filing

2020

Assets$971,124
Liabilities$218
Net Assets$970,906
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $49,7352011Revenue 2012: $129,265Expenses 2012: $124,142Net Income 2012: $5,1232012Expenses 2013: $53,1362013Revenue 2014: $79,573Expenses 2014: $42,763Net Income 2014: $36,8102014Revenue 2015: $57,082Expenses 2015: $19,894Net Income 2015: $37,1882015Revenue 2016: $67,026Expenses 2016: $41,984Net Income 2016: $25,0422016Revenue 2017: $56,129Expenses 2017: $97,361Net Income 2017: -$41,2322017Revenue 2018: $740,278Expenses 2018: $6,211Net Income 2018: $734,0672018Revenue 2019: $70,825Expenses 2019: $87,808Net Income 2019: -$16,9832019Revenue 2020: $52,389Expenses 2020: $16,503Net Income 2020: $35,8862020Revenue 2021: $37,377Expenses 2021: $52,797Net Income 2021: -$15,4202021Revenue 2022: $9,869Expenses 2022: $55,326Net Income 2022: -$45,4572022Revenue 2023: $75,870Expenses 2023: $20,962Net Income 2023: $54,9082023Revenue 2024: $121,647Expenses 2024: $108,004Net Income 2024: $13,6432024Revenue 2025: $133,974Expenses 2025: $18,146Net Income 2025: $115,8282025

Highlighted filing

2020

Revenue$52,389
Expenses$16,503
Net Income$35,886
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$63,841
Mission and Program Overview

Mission

Non-profit, volunteer organization committed to the preservation of historical property located in San Ramon, California.

Non-profit, volunteer organization committed to the preservation of historical forest home farm property located in San Ramon, California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$709,698$705,891▼ $3,807
Cash and Non-Interest-Bearing Accounts$85,438$175,348▲ $89,910
Savings and Temporary Cash Investments$125,000$75,000▼ $50,000
Inventories for Sale or Use$14,876$14,870▼ $6
Prepaid Expenses and Deferred Charges$55$15▼ $40
Total Assets$935,067$971,124▲ $36,057
Liabilities
Accounts Payable and Accrued Expenses$348$218▼ $130
Total Liabilities$348$218▼ $130
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$897,831$924,853▲ $27,022
Net Assets With Donor Restrictions$36,888$46,053▲ $9,165
Total Net Assets Fund Balance$934,719$970,906▲ $36,187
Total Liabilities and Net Assets / Fund Balance$935,067$971,124▲ $36,057
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Carol RowleyPresident and Chair of Board
Shirley ErnestVice-President and Board Memb
Don KowalskiBoard Member
H Abram WilsonBoard Member
Herb MonizBoard Member
Patricia BoomBoard Member
Patsy GalatiBoard Member
Renee KullickBoard Member
Robert DownumBoard Member
Carol Lopez-LuceySecretary and Board Member
Dall BarleyTreasurer and Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$30,880
Program Service Revenue
$0
Investment Income
$2,683
Other Revenue
$18,826
All Other Contributions
$23,280
Change in Net Assets
$35,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,038
Other Expenses$6,465
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,038--$10,038
Fees for Services Accounting-$3,822-$3,822
Insurance-$1,699-$1,699
Fees for Services Management-$403-$403
Other Expenses-$225-$225
Conferences and Meetings-$172-$172
Office Expenses-$78-$78
Information Technology-$57-$57
Fees for Services Other-$9-$9
Total Functional Expenses$10,038$6,465$0$16,503
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SRHF FHF Tractor Restoration grant-170Maintenance-
SRHF Grants Awarded - FHF & City-170Maintenance-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,819
Fundraising Direct Expenses$10,069
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$27,819$27,819$10,069$17,750
Total Events$27,819$27,819$10,069$17,750
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Detail available upon request from Foundation.”

Governing body decisions Part VI line 7B

“Detail available upon request from Foundation.”

Form 990 governing body review Part VI line 11

“Detail available upon request from Foundation. The Board of Directors is presented with a copy of the return for review. The board is also notified as soon as the return has been accepted by the IRS.”

Officer director etc mailing address Part VI line 9

“Detail available upon request from Foundation.”

Conflict of interest policy compliance Part VI line 12C

“Detail available upon request from Foundation.”

Governing documents etc available to public Part VI line 19

“Detail available upon request from Foundation.”

Filing and Contact Details

Filer

Filer Name
San Ramon Historic Foundation
EIN
20-2707850
Address
PO Box 1, San Ramon, CA 94583

Signing Officer

Name
Carol Rowley
Title
President
Phone
9255701053
Signed
2020-11-15
Discuss with paid preparer
No

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
40

Preparer

Firm
Robert Downum EA
Address
2440 Camino Ramon Ste 275, SAN RAMON, CA 94583-4000
Preparer
Robert Downum EA
Phone
9252751040
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Adjustment to net assets”

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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/PYTotalExpensesAmt087808
IRS990/PYTotalRevenueAmt070545
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt035886
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0125000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0713375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0796257
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01920
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01310
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt069193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0212522
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01920
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07362
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99280
IRS990ScheduleA/PublicSupportPY509Pct00.99510
IRS990ScheduleA/PublicSupportTotal509Amt01008779
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0759137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085428
IRS990ScheduleA/Total509Grp/TotalAmt01008779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0761057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086738
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01016141
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010069
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027819
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017750
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010069
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010069
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Maintenance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Maintenance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SRHF FHF Tractor Restoration grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SRHF Grants Awarded - FHF & City
IRS990ScheduleI/RecipientTable/RecipientEIN0202707850
IRS990ScheduleI/RecipientTable/RecipientEIN1202707850
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Detail available upon request from Foundation. The Board of Directors is presented with a copy of the return for review. The board is also notified as soon as the return has been accepted by the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Adjustment to net assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Officer director etc mailing address Part VI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0935067
IRS990/TotalAssetsEOYAmt0971124
IRS990/TotalAssetsGrp/BOYAmt0935067
IRS990/TotalAssetsGrp/EOYAmt0971124
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030880
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06465
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010038
IRS990/TotalFunctionalExpensesGrp/TotalAmt016503
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0348
IRS990/TotalLiabilitiesEOYAmt0218
IRS990/TotalLiabilitiesGrp/BOYAmt0348
IRS990/TotalLiabilitiesGrp/EOYAmt0218
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0934719
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0970906
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010038
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021509
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052389
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0935067
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0971124
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.SRHF.org

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$971,124
Liabilities
$218
Net assets
$970,906
Revenue
$52,389
Expenses
$16,503
Net income
$35,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13$0.02$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.12$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.06$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.04$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.02$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.74$0.01$0.73
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.06$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.06$0.02$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.08$0.04$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.13$0.12$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.05