Civic Intelligence

Villa Phoenix Inc.

990 • Fiscal year 2024 • EIN 23-7167059

Jan 01, 2024 to Dec 31, 2024

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

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.04x

Higher debt load relative to revenue than 60% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

15th percentile

-14%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-5.8%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$610,521

Down $98,566 (-14%) from 2023

Net Assets

Down

$579,444

Down $77,494 (-12%) from 2023

Liabilities

Down

$31,077

Down $21,072 (-40%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin21st percentile

Revenue

Down

$741,839

Down $46,022 (-5.8%) from 2023

Expenses

Up

$830,980

Up $20,406 (+2.5%) from 2023

Net Income

Down

-$89,141

Down $66,428 (-292%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2024

Assets$610,521
Liabilities$31,077
Net Assets$579,444
Open 2024 Filing

Operations Trend

Revenue Growth29th 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

2024

Revenue$741,839
Expenses$830,980
Net Income-$89,141
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2026
Return Version
2024v5.0
Gross Receipts
$744,529
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$320,757$273,236▼ $47,521
Land, Buildings, and Equipment, Net$118,090$102,801▼ $15,289
Accounts Receivable$64,425$96,496▲ $32,071
Cash and Non-Interest-Bearing Accounts$119,150$47,443▼ $71,707
Prepaid Expenses and Deferred Charges$7,767--
Total Assets$709,087$610,521▼ $98,566
Other Assets Total$78,898$90,545▲ $11,647
Liabilities
Accounts Payable and Accrued Expenses$52,149$31,077▼ $21,072
Total Liabilities$52,149$31,077▼ $21,072
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$656,938$579,444▼ $77,494
Total Net Assets Fund Balance$656,938$579,444▼ $77,494
Total Liabilities and Net Assets / Fund Balance$709,087$610,521▼ $98,566

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$87,492$332,155$419,647
Other Land Buildings$14,757$52,106$66,863
Equipment$552$24,970$25,522
Other Assets Org$90,545--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$78,898-▲ $12,461-$90,545
2023$71,631-▲ $7,964-$78,898
2022$84,681-▼ $12,328-$71,631
2021$76,246-▲ $9,202-$84,681
2020$70,707-▲ $6,179-$76,246
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
James HietpasPresident
Sheila FenolioDirector
Ann LuxExecutive Di
Jan ThompsonSecretary
Luke JacobsTreasurer
Stephanie FergusonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,395
Program Service Revenue
$733,577
Investment Income
$-211
Other Revenue
$3,078
All Other Contributions
$5,395
Change in Net Assets
$-89,141

Audited Revenue Reconciliation

Revenue per Audited Statements
$741,839
Total Revenue per Audited Statements
$741,839
Total Revenue per Form 990
$741,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$626,444
Other Expenses$204,536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$457,688$39,799-$497,487
Other Employee Benefits$85,499$7,434-$92,933
Insurance$46,761$8,252-$55,013
Payroll Taxes$33,142$2,882-$36,024
Fees for Services Other-$27,266-$27,266
Depreciation Depletion$11,966$630-$12,596
Fees for Services Accounting-$9,064-$9,064
Other Expenses$8,751--$8,751
All Other Expenses$4,993$400-$5,393
Travel$2,987$332-$3,319
Office Expenses$29$2,969-$2,998
Conferences and Meetings$300$33-$333
Total Functional Expenses$731,919$99,061$0$830,980

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$830,981
Expenses per Audited Statements$830,980
Total Expenses per Form 990$830,980
Expenses Not Reported on Form 990$1
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
Backup withholding compliance
No
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
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
2026-03-17
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
15

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Jason B Vollrath
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“Adjustments made after original return was filed.”

Form 990, Part XI, Line 9

“Gain on investment in community fdtn 11,647”

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 XII, Line 2D

“Book / tax depreciation difference 1”

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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0663917
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0677732
IRS990ScheduleA/TotalSupportAmt0688032
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0332155
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0419647
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0814
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt078898
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt090545
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012461
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0697
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt071631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt078898
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0722
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt084681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt071631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-12328
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0768
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt076246
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt084681
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0640
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt076246
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0552
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024970
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025522
IRS990ScheduleD/ExpensesNotReportedAmt01
IRS990ScheduleD/ExpensesSubtotalAmt0830980
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt090545
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS AT COMMUNITY FOUNDATION
IRS990ScheduleD/OtherExpensesIncludedAmt01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014757
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt052106
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066863
IRS990ScheduleD/RevenueSubtotalAmt0741839
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO GENERATE INCOME TO SUPPORT THE NEEDS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE 1
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0102801
IRS990ScheduleD/TotalBookValueOtherAssetsAmt090545
IRS990ScheduleD/TotalExpensesPerForm990Amt0830980
IRS990ScheduleD/TotalRevenuePerForm990Amt0741839
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0741839
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0830981
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADJUSTMENTS MADE AFTER ORIGINAL RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GAIN ON INVESTMENT IN COMMUNITY FDTN 11,647
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0610521
IRS990/TotalAssetsGrp/BOYAmt0709087
IRS990/TotalAssetsGrp/EOYAmt0610521
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05395
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt099061
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0731919
IRS990/TotalFunctionalExpensesGrp/TotalAmt0830980
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052149
IRS990/TotalLiabilitiesEOYAmt031077
IRS990/TotalLiabilitiesGrp/BOYAmt052149
IRS990/TotalLiabilitiesGrp/EOYAmt031077
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0656938
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IRS990/TotalProgramServiceExpensesAmt0731919
IRS990/TotalProgramServiceRevenueAmt0733577
IRS990/TotalRevenueGrp/ExclusionAmt02479
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0733965
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0741839
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0709087
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0610521
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IRS990/TravelGrp/ProgramServicesAmt02987
IRS990/TravelGrp/TotalAmt03319
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09207311316
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-17
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
ReturnHeader/Filer/USAddress/ZIPCd0549115523
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON B VOLLRATH
ReturnHeader/ReturnTs02026-03-17T19:22:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$610,521
Liabilities
$31,077
Net assets
$579,444
Revenue
$741,839
Expenses
$830,980
Net income
-$89,141
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