Civic Intelligence

Champlain Valley Agency on Aging

990 • Fiscal year 2016 • EIN 22-2474636

Oct 01, 2015 to Sep 30, 2016 • Filed on Jul 06, 2017

Organization ProfileWWW.AGEWELL.ORG

View Organization Page

76 Pearl Street Suite 201Essex Junction, VT 05452

(802) 865-0360

Siviq Scores

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

Liabilities / Assets

49th percentile

0.17x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.08x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

37th percentile

-0.7%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$135,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

11th percentile

-8.6%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$2,805,295

Down $265,158 (-8.6%) from 2015

Net Assets

Up

$2,340,682

Up $14,362 (+0.6%) from 2015

Liabilities

Down

$464,613

Down $279,520 (-38%) from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin37th percentile

Revenue

Up

$5,919,015

Up $627,340 (+12%) from 2015

Expenses

Up

$5,963,084

Up $747,344 (+14%) from 2015

Net Income

Down

-$44,069

Down $120,004 (-158%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,793,111Liabilities 2010: $835,560Net Assets 2010: $1,957,5512010Assets 2011: $2,636,374Liabilities 2011: $637,401Net Assets 2011: $1,998,9732011Assets 2012: $2,917,098Liabilities 2012: $745,788Net Assets 2012: $2,171,3102012Assets 2013: $3,025,940Liabilities 2013: $790,364Net Assets 2013: $2,235,5762013Assets 2014: $3,115,236Liabilities 2014: $826,948Net Assets 2014: $2,288,2882014Assets 2015: $3,070,453Liabilities 2015: $744,133Net Assets 2015: $2,326,3202015Assets 2016: $2,805,295Liabilities 2016: $464,613Net Assets 2016: $2,340,6822016Assets 2017: $2,683,642Liabilities 2017: $462,912Net Assets 2017: $2,220,7302017Assets 2018: $3,248,624Liabilities 2018: $459,782Net Assets 2018: $2,788,8422018Assets 2019: $3,861,494Liabilities 2019: $1,064,530Net Assets 2019: $2,796,9642019Assets 2020: $4,922,745Liabilities 2020: $2,023,593Net Assets 2020: $2,899,1522020Assets 2021: $4,778,126Liabilities 2021: $1,705,297Net Assets 2021: $3,072,8292021Assets 2022: $4,872,185Liabilities 2022: $1,655,213Net Assets 2022: $3,216,9722022Assets 2023: $4,989,243Liabilities 2023: $1,654,203Net Assets 2023: $3,335,0402023Assets 2024: $4,910,754Liabilities 2024: $1,721,126Net Assets 2024: $3,189,6282024

Highlighted filing

2016

Assets$2,805,295
Liabilities$464,613
Net Assets$2,340,682
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,950,8642010Expenses 2011: $4,818,0722011Expenses 2012: $4,743,8072012Expenses 2013: $4,877,2762013Revenue 2014: $5,079,441Expenses 2014: $5,060,587Net Income 2014: $18,8542014Revenue 2015: $5,291,675Expenses 2015: $5,215,740Net Income 2015: $75,9352015Revenue 2016: $5,919,015Expenses 2016: $5,963,084Net Income 2016: -$44,0692016Revenue 2017: $5,777,033Expenses 2017: $5,901,542Net Income 2017: -$124,5092017Revenue 2018: $6,688,845Expenses 2018: $6,104,619Net Income 2018: $584,2262018Revenue 2019: $6,499,676Expenses 2019: $6,483,127Net Income 2019: $16,5492019Revenue 2020: $7,330,294Expenses 2020: $7,232,255Net Income 2020: $98,0392020Revenue 2021: $7,728,758Expenses 2021: $7,672,844Net Income 2021: $55,9142021Revenue 2022: $9,247,074Expenses 2022: $8,890,588Net Income 2022: $356,4862022Revenue 2023: $10,538,785Expenses 2023: $10,510,886Net Income 2023: $27,8992023Revenue 2024: $10,627,135Expenses 2024: $10,942,860Net Income 2024: -$315,7252024

Highlighted filing

2016

Revenue$5,919,015
Expenses$5,963,084
Net Income-$44,069
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jul 6, 2017
Return Version
2015v3.0
Gross Receipts
$6,070,530
Mission and Program Overview

Mission

Age well helps seniors age with independence and dignity by providing information, services, education, support and advocacy to seniors and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,060,853$1,142,722▲ $81,869
Savings and Temporary Cash Investments$958,492$743,479▼ $215,013
Accounts Receivable$190,152$257,891▲ $67,739
Land, Buildings, and Equipment, Net$320,887$249,325▼ $71,562
Cash and Non-Interest-Bearing Accounts$308,247$244,036▼ $64,211
Pledges and Grants Receivable$150,492$86,336▼ $64,156
Prepaid Expenses and Deferred Charges$81,330$81,506▲ $176
Total Assets$3,070,453$2,805,295▼ $265,158
Liabilities
Accounts Payable and Accrued Expenses$558,498$405,226▼ $153,272
Other Liabilities$72,845$47,135▼ $25,710
Deferred Revenue$112,790$12,252▼ $100,538
Total Liabilities$744,133$464,613▼ $279,520
Net Assets / Fund Balance
Unrestricted Net Assets$2,278,499$2,285,043▲ $6,544
Temporarily Rstr Net Assets$47,821$55,639▲ $7,818
Total Net Assets Fund Balance$2,326,320$2,340,682▲ $14,362
Total Liabilities and Net Assets / Fund Balance$3,070,453$2,805,295▼ $265,158

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$96,699$429,148$525,847
Equipment$152,626$252,369$404,995
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Michael HallExecutive DiFT$129,707$5,293$135,000

Board Members and Trustees

NameTitle
Thomas BrassardPresident
Glenn JarrettDirector
Heidi BrosseauDirector
Jessica a Humphrey Msn RnDirector
Jim DowlingDirector
John HerkoDirector
Marybeth DudleyDirector
Ruth WallmanDirector
Stephanie L ParkerDirector
Tom OliverDirector
Jane CattonSecretary
John Davis CPA Cfp CvaTreasurer
John Bourland Clu ChfcVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,071,579
Program Service Revenue
$798,084
Investment Income
$29,566
Other Revenue
$19,786
All Other Contributions
$328,829
Change in Net Assets
$-44,069

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,919,015
Revenue Not Reported on Form 990
$62,131
Total Revenue per Audited Statements
$5,981,146
Total Revenue per Form 990
$5,919,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,419,834
Other Expenses$2,454,851
Total Fundraising Expense$182,796
Grants and Similar Amounts Paid$88,399
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,136,650$480,494$95,654$2,712,798
Fees for Services Other$1,608,550$51,184$6,003$1,665,737
Other Employee Benefits$241,733$25,933$6,535$274,201
Payroll Taxes$204,367$56,721$10,471$271,559
Occupancy$141,226$51,740$6,530$199,496
Other Expenses$118,476$44,335$28,895$191,706
Current Officers, Directors, Trustees, and Key Employees$14,572$116,572$14,572$145,716
Office Expenses$80,629$21,915$9,238$111,782
Travel$105,094$1,827$2,622$109,543
Depreciation Depletion$108,023--$108,023
Grants to Domestic Orgs$88,399--$88,399
Conferences and Meetings$26,243$4,075$797$31,115
Insurance$19,420$5,535$994$25,949
Pension Plan Contributions$12,718$2,357$485$15,560
Fees for Services Accounting-$11,500-$11,500
Total Functional Expenses$4,906,100$874,188$182,796$5,963,084

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,966,784
Expenses per Audited Statements$5,963,084
Total Expenses per Form 990$5,963,084
Expenses Not Reported on Form 990$3,700
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vermont Legal AidBurlington, VT3Legal Assistance$88,399
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,880
Fundraising Direct Expenses$3,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$102,789$9,880$3,700$6,180
Total Events$102,789$9,880$3,700$6,180
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Tom Brassard - Paw PrintsBoard MemberPrinting ServicesNo$12,859
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Payable$47,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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

“A copy of the 990 is submitted to the finance committee prior to filing. Available to other board members upon request.”

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

“Each director is required to identify any potential conflict of interest. If there is any question in the matter, the board as a whole will rule on the matter.”

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

“Board evaluates the executive director each year and approves any change in pay.”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosed upon request.”

Filing and Contact Details

Filer

Filer Name
Champlain Valley Agency on Aging
EIN
22-2474636
Phone
8028650360
Address
76 PEARL STREET SUITE 201, ESSEX JUNCTION, VT 05452
Doing Business As
Age Well

Signing Officer

Name
John Michael Hall
Title
Executive Director
Phone
8028650360
Signed
2017-07-06

Organization Details

Principal Officer
John Michael Hall
Formed
1983
Legal Domicile
Vt
Voting Board Members
13
Independent Board Members
12
Employees
61
Volunteers
900

Preparer

Firm
Jmm & Associates Pc
Address
336 WATER TOWER CIR STE 801, COLCHESTER, VT 05446
Preparer
Randall L Sargent CPA
Phone
8026555665
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers deliver meals on wheels, provide companionship, help with daily household tasks, and assist with home maintenance and repairs. They also help with administrative tasks and fundraising events.”

Form 990, Part IX, Line 11G

“Contracted services 202,934 0 0 contracted services 1,315,650 0 0 contracted services 89,966 51,184 6,003”

Form 990, Part XI, Line 9

“Special event exp net w/ rev 3,700 special event exp net w/ rev -3,700”

Financial Statement Notes

Schedule D, Page 3, Part X

“Age well believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

Schedule D, Page 4, Part XI, Line 2D

“Special event exp net w/ rev 3,700”

Schedule D, Page 4, Part XII, Line 2D

“Special event exp net w/ rev 3,700”

Raw XML AppendixShowing 400 of 554 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/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0AGE WELL HELPS SENIORS AGE WITH INDEPENDENCE AND DIGNITY BY PROVIDING INFORMATION, SERVICES, EDUCATION, SUPPORT AND ADVOCACY TO SENIORS AND CAREGIVERS.
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IRS990/OccupancyGrp/TotalAmt0199496
IRS990/OfficeExpensesGrp/FundraisingAmt09238
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IRS990/OfficeExpensesGrp/TotalAmt0111782
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06535
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025933
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0274201
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IRS990/OtherExpensesGrp/ProgramServicesAmt0118476
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IRS990/OtherRevenueTotalAmt013606
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt095654
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0480494
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02136650
IRS990/OtherSalariesAndWagesGrp/TotalAmt02712798
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt010471
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt056721
IRS990/PayrollTaxesGrp/ProgramServicesAmt0204367
IRS990/PayrollTaxesGrp/TotalAmt0271559
IRS990/PensionPlanContributionsGrp/FundraisingAmt0485
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02357
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012718
IRS990/PensionPlanContributionsGrp/TotalAmt015560
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0150492
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt086336
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt081330
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt081506
IRS990/PrincipalOfficerNm0JOHN MICHAEL HALL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0CHOICES FOR CARE
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID WAIVER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0768944
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0768944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129140
IRS990/ProgSrvcAccomActy2Grp/Desc0AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02246956
IRS990/ProgSrvcAccomActy3Grp/Desc0AGE WELL IS COMMITTED TO SUPPORT FOR CAREGIVERS THROUGH A GROWING NUMBER OF PROGRAMS, SUCH AS THE DEMENTIA RESPITE PROGRAM AND THE NATIONAL FAMILY CAREGIVER SUPPORT PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0155800
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05162571
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt086722
IRS990/PYInvestmentIncomeAmt035147
IRS990/PYOtherExpensesAmt02335586
IRS990/PYOtherRevenueAmt083318
IRS990/PYProgramServiceRevenueAmt010639
IRS990/PYRevenuesLessExpensesAmt075935
IRS990/PYSalariesCompEmpBnftPaidAmt02793432
IRS990/PYTotalExpensesAmt05215740
IRS990/PYTotalRevenueAmt05291675
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-44069
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0958492
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0743479
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SPECIAL EVENT INCOME 103,658
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05071579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05162571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04977410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04806203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04754922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024772685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt037771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029476
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039539
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038862
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01022911
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesAmt09402
IRS990ScheduleC/OtherActivitiesInd0true
IRS990ScheduleC/PaidStaffOrManagementInd0true
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0AGE WELL CONTRACTS WITH AN OUTSIDE LAW FIRM THAT CONDUCTS LOBBYING ACTIVITIES TO ENSURE THE AAA'S IN VERMONT CONTINUE TO RECEIVE FUNDING.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART II-B, LINE 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt09402
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0152626
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0252369
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0404995
IRS990ScheduleD/ExpensesNotReportedAmt03700

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,805,295
Liabilities
$464,613
Net assets
$2,340,682
Revenue
$5,919,015
Expenses
$5,963,084
Net income
-$44,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$1.72$3.19$10.6$10.9$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.99$1.65$3.34$10.5$10.5$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.87$1.66$3.22$9.25$8.89$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.78$1.71$3.07$7.73$7.67$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.92$2.02$2.90$7.33$7.23$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.86$1.06$2.80$6.50$6.48$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.46$2.79$6.69$6.10$0.58
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.46$2.22$5.78$5.90$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.46$2.34$5.92$5.96$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.74$2.33$5.29$5.22$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.83$2.29$5.08$5.06$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.79$2.24$4.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.75$2.17$4.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.64$2.00$4.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.84$1.96$4.95