Civic Intelligence

Villa Phoenix Inc.

990 • Fiscal year 2017 • EIN 23-7167059

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 11, 2018

Organization ProfileNONE
418 N Lawe StAppleton, WI 54911-5523

(920) 731-1316

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

61st percentile

8.2%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$90,749

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

8.7%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$652,150

Up $67,329 (+12%) from 2016

Net Assets

Up

$634,531

Up $70,562 (+13%) from 2016

Liabilities

Down

$17,619

Down $3,233 (-16%) from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin61st percentile

Revenue

Up

$756,545

Up $60,827 (+8.7%) from 2016

Expenses

Up

$694,228

Up $9,385 (+1.4%) from 2016

Net Income

Up

$62,317

Up $51,442 (+473%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.0M$500K$0Assets 2010: $628,394Liabilities 2010: $18,897Net Assets 2010: $609,4972010Assets 2011: $645,233Liabilities 2011: $19,531Net Assets 2011: $625,7022011Assets 2012: $678,199Liabilities 2012: $56,298Net Assets 2012: $621,9012012Assets 2013: $634,392Liabilities 2013: $41,567Net Assets 2013: $592,8252013Assets 2014: $588,136Liabilities 2014: $19,663Net Assets 2014: $568,4732014Assets 2015: $580,380Liabilities 2015: $30,645Net Assets 2015: $549,7352015Assets 2016: $584,821Liabilities 2016: $20,852Net Assets 2016: $563,9692016Assets 2017: $652,150Liabilities 2017: $17,619Net Assets 2017: $634,5312017Assets 2018: $685,340Liabilities 2018: $12,684Net Assets 2018: $672,6562018Assets 2019: $796,689Liabilities 2019: $154,799Net Assets 2019: $641,8902019Assets 2020: $823,222Liabilities 2020: $171,353Net Assets 2020: $651,8692020Assets 2021: $868,604Liabilities 2021: $218,279Net Assets 2021: $650,3252021Assets 2022: $710,039Liabilities 2022: $37,655Net Assets 2022: $672,3842022Assets 2023: $709,087Liabilities 2023: $52,149Net Assets 2023: $656,9382023Assets 2024: $610,521Liabilities 2024: $31,077Net Assets 2024: $579,4442024

Highlighted filing

2017

Assets$652,150
Liabilities$17,619
Net Assets$634,531
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $489,5572010Expenses 2011: $498,2882011Expenses 2012: $560,4862012Revenue 2013: $524,763Expenses 2013: $554,970Net Income 2013: -$30,2072013Revenue 2014: $546,336Expenses 2014: $570,688Net Income 2014: -$24,3522014Revenue 2015: $649,900Expenses 2015: $663,639Net Income 2015: -$13,7392015Revenue 2016: $695,718Expenses 2016: $684,843Net Income 2016: $10,8752016Revenue 2017: $756,545Expenses 2017: $694,228Net Income 2017: $62,3172017Revenue 2018: $770,979Expenses 2018: $662,326Net Income 2018: $108,6532018Revenue 2019: $709,277Expenses 2019: $666,662Net Income 2019: $42,6152019Revenue 2020: $667,573Expenses 2020: $663,133Net Income 2020: $4,4402020Revenue 2021: $641,712Expenses 2021: $651,691Net Income 2021: -$9,9792021Revenue 2022: $775,835Expenses 2022: $740,726Net Income 2022: $35,1092022Revenue 2023: $787,861Expenses 2023: $810,574Net Income 2023: -$22,7132023Revenue 2024: $741,839Expenses 2024: $830,980Net Income 2024: -$89,1412024

Highlighted filing

2017

Revenue$756,545
Expenses$694,228
Net Income$62,317
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$756,545
Mission and Program Overview

Mission

To provide residential services to individuals with mental health and aoda.

To provide a residential facility for individuals who have alcohol or drug dependency problems and those who were released from prison.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$386,183$444,408▲ $58,225
Land, Buildings, and Equipment, Net$80,142$77,367▼ $2,775
Accounts Receivable$61,478$64,359▲ $2,881
Total Assets$584,821$652,150▲ $67,329
Other Assets Total$57,018$66,016▲ $8,998
Liabilities
Accounts Payable and Accrued Expenses$20,852$17,619▼ $3,233
Total Liabilities$20,852$17,619▼ $3,233
Net Assets / Fund Balance
Unrestricted Net Assets$563,969$634,531▲ $70,562
Total Net Assets Fund Balance$563,969$634,531▲ $70,562
Total Liabilities and Net Assets / Fund Balance$584,821$652,150▲ $67,329

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$36,649$301,843$338,492
Other Land Buildings$17,930$63,468$81,398
Equipment$10,788$24,507$35,295
Land$12,000-$12,000
Other Assets Org$66,016--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$57,018-▲ $9,913-$66,016
2016$53,659-▲ $4,267-$57,018
2015$56,164-▼ $1,656-$53,659
2014$54,882-▲ $2,133-$56,164
2013$48,441-▲ $7,224-$54,882
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann LuxExecutive DiFT$90,749$90,749

Board Members and Trustees

NameTitle
James HietpasPresident
Jan ThompsonDirector
Luke JacobsDirector
Stephanie FergusonDirector
Michell Kennedy-coenenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$753,537
Investment Income
$945
Other Revenue
$2,063
Change in Net Assets
$62,317

Audited Revenue Reconciliation

Revenue per Audited Statements
$756,545
Revenue Not Reported on Form 990
$8,998
Total Revenue per Audited Statements
$765,543
Total Revenue per Form 990
$756,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$523,522
Other Expenses$170,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$320,991$27,912-$348,903
Current Officers, Directors, Trustees, and Key Employees$83,489$7,260-$90,749
Other Employee Benefits$47,351$4,117-$51,468
Insurance$32,195$5,681-$37,876
Payroll Taxes$29,810$2,592-$32,402
Fees for Services Accounting-$18,263-$18,263
Depreciation Depletion$12,586$662-$13,248
Other Expenses$7,572--$7,572
All Other Expenses$5,996$614-$6,610
Fees for Services Legal-$4,393-$4,393
Conferences and Meetings$2,265$252-$2,517
Office Expenses-$1,839-$1,839
Travel$1,653$184-$1,837
Fees for Services Other$1,780--$1,780
Information Technology$1,050$116-$1,166
Total Functional Expenses$620,343$73,885$0$694,228

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$694,228
Total Expenses per Audited Statements$694,228
Total Expenses per Form 990$694,228
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
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

“990 was reviewed by the executive director before being filed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Villa Phoenix Inc
EIN
23-7167059
Phone
9207311316
Address
418 N LAWE ST, APPLETON, WI 54911-5523

Signing Officer

Name
Ann Lux
Title
Executive Director
Phone
9207311316
Signed
2018-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Lux
Formed
1971
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
21

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Jami Johnson
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Gain on assets at the community fdn 8,998 refund to county -753 total 8,245”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's intended use of its endowment funds is to generate income to support the needs of the organization.”

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

“Gain on assets at community fdn 8,998”

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IRS990ScheduleA/OtherIncome170Grp/TotalAmt02063
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.99820
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0648853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0545246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0479919
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03122303
IRS990ScheduleA/TotalSupportAmt03129495
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt036649
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0301843
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0338492
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0915
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt057018
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt066016
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt053659
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt057018
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04267
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0849
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt056164
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt053659
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1656
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0851
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt054882
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt056164
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02133
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0783
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt054882
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07224
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt010788
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024507
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035295
IRS990ScheduleD/ExpensesSubtotalAmt0694228
IRS990ScheduleD/LandGrp/BookValueAmt012000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt066016
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS AT COMMUNITY FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017930
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt063468
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt081398
IRS990ScheduleD/OtherRevenueAmt08998
IRS990ScheduleD/RevenueNotReportedAmt08998
IRS990ScheduleD/RevenueSubtotalAmt0756545
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO GENERATE INCOME TO SUPPORT THE NEEDS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GAIN ON ASSETS AT COMMUNITY FDN 8,998
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt077367
IRS990ScheduleD/TotalBookValueOtherAssetsAmt066016
IRS990ScheduleD/TotalExpensesPerForm990Amt0694228
IRS990ScheduleD/TotalRevenuePerForm990Amt0756545
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0765543
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0694228
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GAIN ON ASSETS AT THE COMMUNITY FDN 8,998 REFUND TO COUNTY -753 TOTAL 8,245
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0652150
IRS990/TotalAssetsGrp/BOYAmt0584821
IRS990/TotalAssetsGrp/EOYAmt0652150
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073885
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0620343
IRS990/TotalFunctionalExpensesGrp/TotalAmt0694228
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020852
IRS990/TotalLiabilitiesEOYAmt017619
IRS990/TotalLiabilitiesGrp/BOYAmt020852
IRS990/TotalLiabilitiesGrp/EOYAmt017619
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0563969
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0634531
IRS990/TotalProgramServiceExpensesAmt0620343
IRS990/TotalProgramServiceRevenueAmt0753537
IRS990/TotalReportableCompFromOrgAmt090749
IRS990/TotalRevenueGrp/ExclusionAmt0945
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0755600
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0756545
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IRS990/TravelGrp/ManagementAndGeneralAmt0184
IRS990/TravelGrp/ProgramServicesAmt01653
IRS990/TravelGrp/TotalAmt01837
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0563969
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0634531
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0418 N LAWE STREET
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054911
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09207311316
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VILLA PHOENIX INC
ReturnHeader/Filer/BusinessNameControlTxt0VILL
ReturnHeader/Filer/EIN0237167059
ReturnHeader/Filer/PhoneNum09207311316
ReturnHeader/Filer/USAddress/AddressLine1Txt0418 N LAWE ST
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.103.186.102
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:48:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$652,150
Liabilities
$17,619
Net assets
$634,531
Revenue
$756,545
Expenses
$694,228
Net income
$62,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.11$0.31$5.79$7.42$8.31$0.89
2023Detailed filing. Detailed filing data is available for this year.$7.09$0.52$6.57$7.88$8.11$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.10$0.38$6.72$7.76$7.41$0.35
2021Detailed filing. Detailed filing data is available for this year.$8.69$2.18$6.50$6.42$6.52$0.10
2020Detailed filing. Detailed filing data is available for this year.$8.23$1.71$6.52$6.68$6.63$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.97$1.55$6.42$7.09$6.67$0.43
2018Detailed filing. Detailed filing data is available for this year.$6.85$0.13$6.73$7.71$6.62$1.09
2017Detailed filing. Detailed filing data is available for this year.$6.52$0.18$6.35$7.57$6.94$0.62
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.21$5.64$6.96$6.85$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.80$0.31$5.50$6.50$6.64$0.14
2014Detailed filing. Detailed filing data is available for this year.$5.88$0.20$5.68$5.46$5.71$0.24
2013Detailed filing. Detailed filing data is available for this year.$6.34$0.42$5.93$5.25$5.55$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.78$0.56$6.22$5.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$0.20$6.26$4.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.19$6.09$4.90