Civic Intelligence

Archbold Expeditions Inc.

990 • Fiscal year 2016 • EIN 23-6400408

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

123 Main DriveVenus, FL 33960

(863) 465-2571

Siviq Scores

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

Liabilities / Assets

12th percentile

0.02x

Higher debt load relative to assets than 12% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.19x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

86th percentile

27%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

13th percentile

$160,384

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

40th percentile

0.0%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

23%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Up

$56,082,830

Up $12,687 (+0.0%) from 2015

Net Assets

Up

$54,932,353

Up $144,903 (+0.3%) from 2015

Liabilities

Down

$1,150,477

Down $132,216 (-10%) from 2015

Revenue

Up

$6,192,970

Up $1,173,670 (+23%) from 2015

Expenses

Up

$4,492,672

Up $238,324 (+5.6%) from 2015

Net Income

Up

$1,700,298

Up $935,346 (+122%) from 2015

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $55,734,424Liabilities 2010: $805,927Net Assets 2010: $54,928,4972010Assets 2011: $51,500,653Liabilities 2011: $881,821Net Assets 2011: $50,618,8322011Assets 2012: $52,618,608Liabilities 2012: $682,776Net Assets 2012: $51,935,8322012Assets 2013: $55,545,179Liabilities 2013: $616,234Net Assets 2013: $54,928,9452013Assets 2014: $56,321,989Liabilities 2014: $1,483,621Net Assets 2014: $54,838,3682014Assets 2015: $56,070,143Liabilities 2015: $1,282,693Net Assets 2015: $54,787,4502015Assets 2016: $56,082,830Liabilities 2016: $1,150,477Net Assets 2016: $54,932,3532016Assets 2017: $60,719,616Liabilities 2017: $2,762,813Net Assets 2017: $57,956,8032017Assets 2018: $86,299,575Liabilities 2018: $6,820,201Net Assets 2018: $79,479,3742018Assets 2019: $89,509,963Liabilities 2019: $6,205,224Net Assets 2019: $83,304,7392019Assets 2020: $92,397,695Liabilities 2020: $5,388,636Net Assets 2020: $87,009,0592020Assets 2021: $99,459,903Liabilities 2021: $5,520,178Net Assets 2021: $93,939,7252021Assets 2022: $92,012,525Liabilities 2022: $5,372,377Net Assets 2022: $86,640,1482022Assets 2023: $95,807,854Liabilities 2023: $1,203,111Net Assets 2023: $94,604,7432023Assets 2024: $105,063,108Liabilities 2024: $1,876,113Net Assets 2024: $103,186,9952024

Highlighted filing

2016

Assets$56,082,830
Liabilities$1,150,477
Net Assets$54,932,353

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $4,101,5732010Expenses 2011: $4,161,7012011Expenses 2012: $4,204,6462012Revenue 2013: $2,919,564Expenses 2013: $4,104,215Net Income 2013: -$1,184,6512013Revenue 2014: $4,655,714Expenses 2014: $4,095,613Net Income 2014: $560,1012014Revenue 2015: $5,019,300Expenses 2015: $4,254,348Net Income 2015: $764,9522015Revenue 2016: $6,192,970Expenses 2016: $4,492,672Net Income 2016: $1,700,2982016Revenue 2017: $5,009,984Expenses 2017: $4,965,606Net Income 2017: $44,3782017Revenue 2018: $30,167,805Expenses 2018: $5,256,773Net Income 2018: $24,911,0322018Revenue 2019: $5,465,685Expenses 2019: $5,340,022Net Income 2019: $125,6632019Revenue 2020: $5,182,964Expenses 2020: $5,344,406Net Income 2020: -$161,4422020Revenue 2021: $11,127,289Expenses 2021: $6,525,404Net Income 2021: $4,601,8852021Revenue 2022: $8,038,871Expenses 2022: $8,485,832Net Income 2022: -$446,9612022Revenue 2023: $11,453,982Expenses 2023: $8,195,765Net Income 2023: $3,258,2172023Revenue 2024: $14,897,956Expenses 2024: $8,528,043Net Income 2024: $6,369,9132024

Highlighted filing

2016

Revenue$6,192,970
Expenses$4,492,672
Net Income$1,700,298
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$41,235,978
Mission and Program Overview

Mission

Archbold's mission is to build and share the scientific knowledge needed to protect the life, lands, and waters of the heart of florida and beyond.

Long-term ecological research, land management, and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,961,664$27,386,666▲ $425,002
Land, Buildings, and Equipment, Net$17,796,644$17,632,451▼ $164,193
Investments Other Securities$5,607,765$5,109,329▼ $498,436
Savings and Temporary Cash Investments$3,198,658$2,886,588▼ $312,070
Inventories for Sale or Use$1,618,645$2,049,193▲ $430,548
Pledges and Grants Receivable$422,438$646,035▲ $223,597
Prepaid Expenses and Deferred Charges$285,299$215,530▼ $69,769
Accounts Receivable$177,630$155,838▼ $21,792
Cash and Non-Interest-Bearing Accounts$1,400$1,200▼ $200
Total Assets$56,070,143$56,082,830▲ $12,687
Liabilities
Accounts Payable and Accrued Expenses$750,302$744,758▼ $5,544
Mortgage Notes Payable Secured by Investment Property$328,477$339,239▲ $10,762
Deferred Revenue$201,914$64,480▼ $137,434
Other Liabilities$2,000$2,000→ $0
Total Liabilities$1,282,693$1,150,477▼ $132,216
Net Assets / Fund Balance
Unrestricted Net Assets$54,562,407$54,072,902▼ $489,505
Temporarily Rstr Net Assets$225,043$859,451▲ $634,408
Total Net Assets Fund Balance$54,787,450$54,932,353▲ $144,903
Total Liabilities and Net Assets / Fund Balance$56,070,143$56,082,830▲ $12,687

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,947,438$3,200,018$10,147,456
Land$9,113,873-$9,113,873
Other Land Buildings$938,529$2,774,126$3,712,655
Equipment$632,611$2,434,695$3,067,306
Other Securities$4,432,310--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$33,708,472$10,651▲ $1,607,233$1,782,521$33,543,835
2015$35,391,389-▼ $439,010$1,243,907$33,708,472
2014$35,541,468-▲ $1,612,787$1,762,866$35,391,389
2013$32,122,862-▲ $4,314,023$895,417$35,541,468
2012$30,928,157-▲ $3,094,705$1,900,000$32,122,862
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilary SwainExec Director/ Asst SecFT$123,401$36,983$160,384
Eric SteinCFO / Asst SecFT$60,736$36,849$97,585

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,382,936
Program Service Revenue
$167,743
Investment Income
$3,423,103
Other Revenue
$219,188
All Other Contributions
$934,922
Change in Net Assets
$1,700,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,230,894
Revenue Not Reported on Financial Statements
$-37,924
Revenue Not Reported on Form 990
$-1,593,319
Other Revenue Adjustments
$-37,924
Total Revenue per Audited Statements
$4,637,575
Total Revenue per Form 990
$6,192,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,585,708
Other Expenses$1,906,964
Total Fundraising Expense$130,740
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,450,785$243,328$51,962$1,746,075
Depreciation Depletion$609,328$145,051$11,492$765,871
Other Employee Benefits$304,272$42,535$8,579$355,386
Current Officers, Directors, Trustees, and Key Employees$32,076$225,892-$257,968
Insurance$30,011$150,706$1,949$182,666
Occupancy$116,441$50,291$211$166,943
Payroll Taxes$122,969$35,094$4,326$162,389
Fees for Service Investment Mgmnt Fees-$69,088-$69,088
Pension Plan Contributions$54,781$7,136$1,973$63,890
Travel$40,502$4,864$2,401$47,767
Fees for Services Accounting$20,484$18,997-$39,481
Fees for Services Other$13,503$7,458$11,220$32,181
Information Technology$20,399$8,345-$28,744
Other Expenses$7,298$342$1,805$7,640
All Other Expenses-$6,124-$6,124
Fees for Services Legal-$3,202-$3,202
Total Functional Expenses$3,183,172$1,178,760$130,740$4,492,672

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,492,672
Total Expenses per Audited Statements$4,492,672
Total Expenses per Form 990$4,492,672
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Environmental Remediation Liability$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Mary page hufty-daniel santiago alegria (wife - husband) mary page hufty-dylan archbold hufty alegria (mother - son) mary page hufty-loren daniel hufty alegria (mother - son) daniel santiago alegria-dylan archbold hufty alegria (father - son) daniel santiago alegria-loren daniel hufty alegria (father - son) dylan archbold hufty alegria-veronica alegria (husband - wife) mary page hufty-john archbold hufty (sister - brother)

Form 990, Part VI, Section A, Line 6

Trustees are issued stock certificates which entitle them with voting rights. None of the stockholders are entitled to receive any distributions of monies or other properties with respect to any of stock as a dividend, liquidation distribution or otherwise.

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

A copy of the 990 is provided to all members of the governing body before filing. Form 990 is reviewed by the executive director, treasurer, cfo and audit committee prior to being filed.

Form 990, Part VI, Section B, Line 12C

The board and employees fill out a conflict of interest form annually. All forms are collected and reviewed by the cfo for any conflicts.

Form 990, Part VI, Section B, Line 15

Detailed salary comparisons and benefits packages for all employees including the executive director and key employees are prepared annually by human resources, with comparisons using independent data from the american association of university professors, as reported by the chronicle of higher education, the college and university professional association for human resources and the florida occupational employment and wages survey. These are reviewed annually by the board compensation committee which approves all raises and changes in compensation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Archbold Expeditions
EIN
23-6400408
Phone
8634652571
Address
123 MAIN DRIVE, VENUS, FL 33960

Signing Officer

Name
Hilary Swain
Title
Executive Director
Phone
8634652571
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hilary Swain
Formed
1937
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
105
Volunteers
69

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6 Volunteers

Volunteers helped with many programs at archbold expeditions. Volunteers are an indispensable part of the archbold education programs, the scrub ecology summer day camp and the elementary environmental education program. Adult and teen volunteers assist campers and students with research-oriented activities, animal tracking and ecology-oriented games. In addition, adult volunteers help with the research and land management programs, and with public tours and events.

FORM 990, PART XI, LINE 9:

Partnership losses 37,924.

Form 990, Part XII, Line 2C Audit Review Process

There has been no change from the prior year.

Financial Statement Notes

PART V, LINE 4:

The quasi-endowment has been established for the primary purpose of providing support to carry out the organization's role and mission as described in the organization's governing documents. Annual distributions are used to fund the operating budget and special projects of the organization.

PART X, LINE 2:

Under the income taxes topic of the fasb accounting standards codification, the organization has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with accounting principles generally accepted in the united states of america for accounting for uncertainty in income taxes, and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the organization.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Partnership losses -37,924.

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IRS990/Desc0ARCHBOLD EXPEDITIONS - ARCHBOLD BIOLOGICAL STATIONRESEARCH: STAFF AND VISITING SCIENTISTS STUDY ECOLOGICAL PATTERNS AND PROCESSES WITH AN EMPHASIS ON THE ECOSYSTEMS OF THE LAKE WALES RIDGE, CENTRAL FLORIDA. THE RESEARCH INCLUDES POPULATION BIOLOGY, ANIMAL BEHAVIOR, BIOGEOGRAPHY, COMMUNITY ECOLOGY, CONSERVATION BIOLOGY, EVOLUTION AND LANDSCAPE ECOLOGY. STUDIES OF RARE SPECIES REPRESENTED ON THE PROPERTY GUIDE HABITAT MANAGEMENT AND PROTECTION BY PUBLIC AND PRIVATE AGENCIES. MORE THAN TWO THOUSAND AND ONE HUNDRED RESEARCH PUBLICATIONS HAVE BEEN PUBLISHED TO DATE. EDUCATION: ARCHBOLD BIOLOGICAL STATION PROVIDES ENVIRONMENTAL EDUCATION AND SCIENCE CURRICULUM DEVELOPMENT FOR GRADES 3 - 5 AND CONDUCTS CHILDREN'S SUMMER CAMPS. OVER ONE THOUSAND K - 12 STUDENTS PARTICIPATE ANNUALLY. UNDERGRADUATE AND GRADUATE STUDENTS CONDUCT INDEPENDENT RESEARCH ADVISED BY STATION STAFF; MORE THAN 100 MASTERS AND DOCTORAL THESES HAVE STEMMED FROM STUDENT RESEARCH. VISITING CLASSES FROM COLLEGES AND UNIVERSITIES AROUND THE COUNTRY USE ARCHBOLD BIOLOGICAL STATION FOR TEACHING AND FIELD BIOLOGY. CONSERVATION: ARCHBOLD BIOLOGICAL STATION IS 5,193 ACRES, GLOBALLY SIGNIFICANT NATURE PRESERVE, WHICH SUPPORTS THE THREATENED FLORIDA SCRUB HABITAT AND NUMEROUS STATE AND FEDERALLY THREATENED AND ENDANGERED SPECIES. IN ADDITION TO CONSERVATION LAND MANAGEMENT, ARCHBOLD STAFF MEMBERS SERVE AS INDEPENDENT ADVISORS TO PUBLIC AND PRIVATE CONSERVATION ORGANIZATIONS, FOR EXAMPLE, TO ESTABLISH BIOLOGICAL PRIORITIES FOR LAND ACQUISITION AND MANAGEMENT REGIONALLY.
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IRS990/Form990PartVIISectionAGrp/PersonNm1SCHELLIE ARCHBOLD
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IRS990/Form990PartVIISectionAGrp/PersonNm3LOREN D H ALEGRIA
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA STEWART
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IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN ELTING
IRS990/Form990PartVIISectionAGrp/PersonNm7JIM STRICKLAND
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN FITZPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY PAGE HUFTY
IRS990/Form990PartVIISectionAGrp/PersonNm10DANIEL SANTIAGO ALEGRIA
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IRS990/Form990PartVIISectionAGrp/PersonNm13CARTER RANDOLPH LEIDY III
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN ARCHBOLD HUFTY
IRS990/Form990PartVIISectionAGrp/PersonNm15VERONICA ALEGRIA
IRS990/Form990PartVIISectionAGrp/PersonNm16HILARY SWAIN
IRS990/Form990PartVIISectionAGrp/PersonNm17ERIC STEIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
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IRS990/ProgSrvcAccomActy2Grp/Desc0ARCHBOLD EXPEDITIONS - MACARTHUR AGRO-ECOLOGY RESEARCH CENTER (MAERC) MAERC IS DEDICATED TO LONG-TERM RESEARCH, EDUCATION AND OUTREACH ON THE RELATIONSHIPS BETWEEN SUB-TROPICAL GRAZING SYSTEMS AND THE NATIVE ECOLOGICAL SYSTEMS OF THE NORTHERN EVERGLADES. MAERC IS LOCATED AT BUCK ISLAND RANCH, A FULL-SCALE 10,500-ACRE WORKING CATTLE RANCH ON A LONG-TERM LEASE FROM THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION. MAERC PROVIDES RESEARCHERS THE OPPORTUNITY TO EVALUATE THE RELATIONSHIPS AMONG ECOLOGICAL, PHYSICAL AND ECONOMIC FACTORS, AND HOW THESE CHANGE OVER TIME. OVER ONE HUNDRED SCIENTIFIC BOOKS AND ARTICLES HAVE BEEN PUBLISHED BASED ON THIS RESEARCH, INCLUDING SEVERAL MASTER'S AND DOCTORAL THESES. MAERC PROVIDES EDUCATION PROGRAMS VIA UNDERGRADUATE AND GRADUATE TRAINING, SCHOOL CURRICULUM DEVELOPMENT, AGENCY AND INDUSTRY WORKSHOPS, AND PUBLIC EDUCATION.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0143190
IRS990/ProgSrvcAccomActy3Grp/Desc0ARCHBOLD EXPEDITIONS - ARCHBOLD RESERVEARCHBOLD EXPEDITIONS HAS ESTABLISHED THE ARCHBOLD RESERVE ON A 3,648-ACRE SITE ADJACENT TO ARCHBOLD BIOLOGICAL STATION. IT IS A DEGRADED FORMER CATTLE RANCH THAT IS THE FOCUS OF RESEARCH AND CONSERVATION PROGRAMS IN RESTORATION ECOLOGY, RESEARCH STAFF AND VISITING SCIENTISTS STUDY ECOLOGICAL PATTERNS AND PROCESSES WITH AN EMPHASIS ON THE RESTORATION AND PROCESSES OF THE SCRUB, SEEPAGE SLOPES AND CUTTHROAT FLATWOODS COMMUNITIES OF THE SITE. SEVERAL STUDIES ARE UNDERWAY WITH EMPHASIS TO DATE ON POPULATION BIOLOGY, COMMUNITY ECOLOGY, NUTRIENT CYCLING, HYDROLOGY, AND AGRO-ECOLOGY. THESE STUDIES GUIDE HABITAT MANAGEMENT, HABITAT RESTORATION AND PROTECTION BY PUBLIC AGENCIES AND PRIVATE LANDOWNERS. LAND MANAGEMENT FOR CONSERVATION ON THE ARCHBOLD RESERVE INCLUDES PRESCRIBED BURNING, GRAZING AND REMOVAL OF EXOTIC INVASIVE PLANTS. WE ARE WORKING WITH THE USDA AND STATE AGENCIES TO CONDUCT LARGE SCALE HYDROLOGICAL AND VEGETATION RESTORATION OVER PORTIONS OF THE SITE. THE ARCHBOLD RESERVE PROVIDES RESEARCHERS WITH THE OPPORTUNITY TO EVALUATE THE RELATIONSHIPS AMONG ECOLOGICAL AND PHYSICAL FACTORS UNDER RESTORATION CONDITIONS. EDUCATION PROGRAMS INCLUDE MASTER'S AND DOCTORAL STUDENT TRAINING AND AGENCY WORKSHOPS AND TOURS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$1.88$103$14.9$8.53$6.37
2023Detailed filing. Detailed filing data is available for this year.$95.8$1.20$94.6$11.5$8.20$3.26
2022Detailed filing. Detailed filing data is available for this year.$92.0$5.37$86.6$8.04$8.49$0.45
2021Detailed filing. Detailed filing data is available for this year.$99.5$5.52$93.9$11.1$6.53$4.60
2020Detailed filing. Detailed filing data is available for this year.$92.4$5.39$87.0$5.18$5.34$0.16
2019Detailed filing. Detailed filing data is available for this year.$89.5$6.21$83.3$5.47$5.34$0.13
2018Detailed filing. Detailed filing data is available for this year.$86.3$6.82$79.5$30.2$5.26$24.9
2017Detailed filing. Detailed filing data is available for this year.$60.7$2.76$58.0$5.01$4.97$0.04
2016Detailed filing. Detailed filing data is available for this year.$56.1$1.15$54.9$6.19$4.49$1.70
2015Detailed filing. Detailed filing data is available for this year.$56.1$1.28$54.8$5.02$4.25$0.76
2014Detailed filing. Detailed filing data is available for this year.$56.3$1.48$54.8$4.66$4.10$0.56
2013Detailed filing. Detailed filing data is available for this year.$55.5$0.62$54.9$2.92$4.10$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.6$0.68$51.9$4.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.5$0.88$50.6$4.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$0.81$54.9$4.10