Civic Intelligence

Texas Occupational Therapy Association Inc

990 • Fiscal year 2016 • EIN 23-7316086

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

1106 Clayton Lane - Suite 516WAustin, TX 78723-1085

(512) 454-8682

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

80th percentile

15%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$57,616

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

16%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$574,751

Up $59,485 (+12%) from 2015

Net Assets

Up

$574,751

Up $72,480 (+14%) from 2015

Liabilities

Down

$0

Down $12,995 (-100%) from 2015

Revenue

Up

$482,698

Up $68,044 (+16%) from 2015

Expenses

Up

$410,218

Up $34,328 (+9.1%) from 2015

Net Income

Up

$72,480

Up $33,716 (+87%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $286,817Liabilities 2010: $4,018Net Assets 2010: $282,7992010Assets 2011: $320,762Liabilities 2011: $5,302Net Assets 2011: $315,4602011Assets 2012: $355,715Liabilities 2012: $5,356Net Assets 2012: $350,3592012Assets 2013: $421,796Liabilities 2013: $10,769Net Assets 2013: $411,0272013Assets 2014: $472,491Liabilities 2014: $8,984Net Assets 2014: $463,5072014Assets 2015: $515,266Liabilities 2015: $12,995Net Assets 2015: $502,2712015Assets 2016: $574,751Liabilities 2016: $0Net Assets 2016: $574,7512016Assets 2017: $515,295Liabilities 2017: $4,734Net Assets 2017: $510,5612017Assets 2018: $548,440Liabilities 2018: $1,243Net Assets 2018: $547,1972018Assets 2019: $628,117Liabilities 2019: $36Net Assets 2019: $628,0812019Assets 2020: $645,929Liabilities 2020: $353Net Assets 2020: $645,5762020Assets 2021: $720,062Liabilities 2021: $112Net Assets 2021: $719,9502021Assets 2022: $692,452Liabilities 2022: $273Net Assets 2022: $692,1792022Assets 2023: $770,227Liabilities 2023: $448Net Assets 2023: $769,7792023Assets 2024: $842,995Liabilities 2024: $0Net Assets 2024: $842,9952024

Highlighted filing

2016

Assets$574,751
Liabilities$0
Net Assets$574,751

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $342,6662010Expenses 2011: $358,1942011Expenses 2012: $358,9512012Revenue 2013: $385,002Expenses 2013: $324,334Net Income 2013: $60,6682013Revenue 2014: $378,832Expenses 2014: $326,352Net Income 2014: $52,4802014Revenue 2015: $414,654Expenses 2015: $375,890Net Income 2015: $38,7642015Revenue 2016: $482,698Expenses 2016: $410,218Net Income 2016: $72,4802016Revenue 2017: $399,344Expenses 2017: $471,405Net Income 2017: -$72,0612017Revenue 2018: $370,470Expenses 2018: $325,499Net Income 2018: $44,9712018Revenue 2019: $462,503Expenses 2019: $396,926Net Income 2019: $65,5772019Revenue 2020: $240,895Expenses 2020: $245,579Net Income 2020: -$4,6842020Revenue 2021: $409,922Expenses 2021: $345,896Net Income 2021: $64,0262021Revenue 2022: $347,329Expenses 2022: $333,702Net Income 2022: $13,6272022Revenue 2023: $414,993Expenses 2023: $352,325Net Income 2023: $62,6682023Revenue 2024: $411,205Expenses 2024: $346,712Net Income 2024: $64,4932024

Highlighted filing

2016

Revenue$482,698
Expenses$410,218
Net Income$72,480
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$482,698
Mission and Program Overview

Mission

To advance and improve the practice of occupational theraphy for the benefit of the consumers as well as to provide education and service to both the members and consumers in the area of professional development.

To advance and improve the practice of occupational therapy for the benefit of the consumers as well as to provide education and service to both the members and consumers in the area of professional development, information needs and education requirements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$502,271$574,751▲ $72,480
Cash and Non-Interest-Bearing Accounts$370,613$327,538▼ $43,075
Savings and Temporary Cash Investments$144,653$247,213▲ $102,560
Total Assets$515,266$574,751▲ $59,485
Liabilities
Accounts Payable and Accrued Expenses$12,995--
Total Liabilities$12,995$0▼ $12,995
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,271$574,751▲ $72,480
Total Liabilities and Net Assets / Fund Balance$515,266$574,751▲ $59,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary HenniganExecutive DirectorFT$57,616$57,616

Board Members and Trustees

NameTitle
Anna HaertlingDistrict Chair
Dahlia CastilloDistrict Chair
Leslie SmartDistrict Chair
Ricky JosephDistrict Chair
Sandra WhisnerDistrict Chair
William SitDistrict Chair
Robin ClearmanPresident
Jason StarkVice President
Debora RidenerSecretary
Don BradleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$229,735
Program Service Revenue
$252,088
Investment Income
$875
Other Revenue
$0
All Other Contributions
$97,718
Change in Net Assets
$72,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,628
Salaries, Compensation, and Employee Benefits$108,170
Grants and Similar Amounts Paid$76,420
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$76,673--$76,673
Grants to Domestic Orgs---$76,420
Current Officers, Directors, Trustees, and Key Employees$51,854$5,762-$57,616
Other Salaries and Wages$52,528--$52,528
Fees for Services Other$35,295--$35,295
Office Expenses$16,547$1,839-$18,386
Other Expenses$16,466--$16,466
Pension Plan Contributions$4,512$173-$4,685
Occupancy$3,797--$3,797
Travel$3,438--$3,438
Fees for Services Legal$3,226--$3,226
Insurance$2,743$305-$3,048
Fees for Services Accounting-$1,315-$1,315
Payroll Taxes$-6,659--$-6,659
Total Functional Expenses$324,404$9,394$0$410,218
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas Occupational Therapy FoundationAustin, TX501c3See Schedule I - Part IV$76,420
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

All members in good standing have the right to vote in the annual election for the Board of Directors, to receive the newsletter published three times a year, access to the organizations web site, to receive electronic communications regarding such items as details of the annual business meeting, etc.

Form 990, Part VI, Section A, Line 7B

Any changes to the by-laws of the organization require the approval of the majority vote of all of the members.

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

The executive director reviews Form 990 prior to filing and where appropriate consults the appropriate board members.

Form 990, Part VI, Section B, Line 15A and 15B

When the executive director was hired in 2000 the organization did a national review of the salaries for executive directors. Periodically, as deemed appropriate but not necessarily annually, a review is conducted by the executive committee President, Vice-President, Secretary and Treasurer.

Form 990, Part VI, Section C, Line 19

Summarized financial information, by-laws and SOPs are on the organizations web site which is available only to members in good standing. If a member or someone from the general public wants to see Form 1023 or Form 990, the organization makes those documents available by request to the executive director.

Filing and Contact Details

Filer

Filer Name
Texas Occupational Therapy Association Inc
EIN
23-7316086
Phone
5124548682
Address
1106 Clayton Lane - Suite 516W, Austin, TX 78723-1085

Signing Officer

Name
Judith Joseph
Title
Executive Director
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Hennigan
Formed
1973
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
3

Preparer

Firm
Hibbetts & Speers PC
Address
707 West 34th Street - Suite 2, Austin, TX 78705
Preparer
Gary Speers
Phone
5124525711
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

TOTA was responsive to the professional development, information needs, and educational requirements of its members and the public which it serves through the various services provided by the central association office and/or various standing committees, public relation efforts, legislative advisements, public and professional education efforts, etc. TOTA continued in its efforts to advance and improve the practice of occupational therapy for the benefit of the consumers and to anticipate and respond to the organizational, political, economic and social features of the health care delivery system at the local, state and national levels. Annual conferences, continuing professional education workshops and seminars, the Revista Newsletter published numerous times annually, and other programs assist in the maintenance and improvement of professional skills and competence. Additionally they provide a forum for members to communicate with one another about the developments in the field, areas of mutual interest and concern, and other topics of interest to the profession. TOTA also provided Occupational Therapy Scholarships/Grants and Allocations and loans to students of Occupational Therapy.

Form 990, Part IX, Line 11G

Legislative Advisor Fees 32,500 Legislative Advisor Expenses 2,795.

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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/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0574751
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0144653
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0247213
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt076420
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0See Schedule I - Part IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Texas Occupational Therapy Foundation
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01106 Clayton Lane Suite 516W
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Austin
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078723
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0These funds were transferred to The Texas Occupational Therapy Foundation TOTF to allow the Foundation to increase scholarly inquiry in occupational therapy, to increase evidence in and for occupational therapy practice and to increase public awareness about the practice of OT. The use of these funds is monitored by the Board of Directors of the Foundation.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOTA was responsive to the professional development, information needs, and educational requirements of its members and the public which it serves through the various services provided by the central association office and/or various standing committees, public relation efforts, legislative advisements, public and professional education efforts, etc. TOTA continued in its efforts to advance and improve the practice of occupational therapy for the benefit of the consumers and to anticipate and respond to the organizational, political, economic and social features of the health care delivery system at the local, state and national levels. Annual conferences, continuing professional education workshops and seminars, the Revista Newsletter published numerous times annually, and other programs assist in the maintenance and improvement of professional skills and competence. Additionally they provide a forum for members to communicate with one another about the developments in the field, areas of mutual interest and concern, and other topics of interest to the profession. TOTA also provided Occupational Therapy Scholarships/Grants and Allocations and loans to students of Occupational Therapy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All members in good standing have the right to vote in the annual election for the Board of Directors, to receive the newsletter published three times a year, access to the organizations web site, to receive electronic communications regarding such items as details of the annual business meeting, etc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any changes to the by-laws of the organization require the approval of the majority vote of all of the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The executive director reviews Form 990 prior to filing and where appropriate consults the appropriate board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4When the executive director was hired in 2000 the organization did a national review of the salaries for executive directors. Periodically, as deemed appropriate but not necessarily annually, a review is conducted by the executive committee President, Vice-President, Secretary and Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Summarized financial information, by-laws and SOPs are on the organizations web site which is available only to members in good standing. If a member or someone from the general public wants to see Form 1023 or Form 990, the organization makes those documents available by request to the executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Legislative Advisor Fees 32,500 Legislative Advisor Expenses 2,795.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15a and 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 11g
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IRS990/TaxableDistributionsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0515266
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IRS990/TotalContributionsAmt0229735
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09394
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0324404
IRS990/TotalFunctionalExpensesGrp/TotalAmt0410218
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012995
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt012995
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502271
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0574751
IRS990/TotalProgramServiceExpensesAmt0324404
IRS990/TotalProgramServiceRevenueAmt0252088
IRS990/TotalReportableCompFromOrgAmt057616
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0482698
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0515266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0574751
IRS990/TravelGrp/ProgramServicesAmt03438
IRS990/TravelGrp/TotalAmt03438
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01317 Carriage Drive
IRS990/USAddress/CityNm0Irving
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0750625300
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0http://www.tota.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judith Joseph
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Texas Occupational Therapy Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0237316086
ReturnHeader/Filer/PhoneNum05124548682
ReturnHeader/Filer/USAddress/AddressLine1Txt01106 Clayton Lane - Suite 516W
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0787231085
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FB8F8A4D6857B207C9E605E4339131E581AB08ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FB8F8A4D6857B207C9E605E4339131E581AB08ED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.90.218.10
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:56:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hibbetts & Speers PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 West 34th Street - Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078705
ReturnHeader/PreparerPersonGrp/PhoneNum05124525711
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Speers
ReturnHeader/ReturnTs02017-11-06T10:58:06-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.00$8.43$4.11$3.47$0.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.70$0.00$7.70$4.15$3.52$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.00$6.92$3.47$3.34$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.00$7.20$4.10$3.46$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$2.41$2.46$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$4.63$3.97$0.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.01$5.47$3.70$3.25$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.05$5.11$3.99$4.71$0.72
2016Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$4.83$4.10$0.72
2015Detailed filing. Detailed filing data is available for this year.$5.15$0.13$5.02$4.15$3.76$0.39
2014Detailed filing. Detailed filing data is available for this year.$4.72$0.09$4.64$3.79$3.26$0.52
2013Detailed filing. Detailed filing data is available for this year.$4.22$0.11$4.11$3.85$3.24$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.05$3.50$3.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.05$3.15$3.58
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.04$2.83$3.43