Civic Intelligence

Monroe County Historical Association Endowment 005783

990 • Fiscal year 2020 • EIN 23-7666937

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 09, 2021

Organization ProfileN/A
Essa Asset Mgmt Tr 744 Main StStroudsburg, PA 18360

(570) 476-3900

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-204%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$12,988

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 57.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

17th percentile

-4.0%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,194,977

Down $49,288 (-4.0%) from 2019

Net Assets

Down

$1,194,977

Down $49,288 (-4.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin2nd percentile

Revenue

Down

$22,445

Down $41,053 (-65%) from 2019

Expenses

Up

$68,263

Up $1,555 (+2.3%) from 2019

Net Income

Down

-$45,818

Down $42,608 (-1327%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $614,852Liabilities 2013: $0Net Assets 2013: $614,8522013Assets 2016: $1,228,574Liabilities 2016: $0Net Assets 2016: $1,228,5742016Assets 2017: $1,253,801Liabilities 2017: $0Net Assets 2017: $1,253,8012017Assets 2019: $1,244,265Liabilities 2019: $0Net Assets 2019: $1,244,2652019Assets 2020: $1,194,977Liabilities 2020: $0Net Assets 2020: $1,194,9772020Assets 2021: $1,274,971Liabilities 2021: $0Net Assets 2021: $1,274,9712021Assets 2022: $1,253,296Liabilities 2022: $0Net Assets 2022: $1,253,2962022Assets 2023: $1,214,857Liabilities 2023: $0Net Assets 2023: $1,214,8572023Assets 2024: $1,227,135Liabilities 2024: $0Net Assets 2024: $1,227,1352024

Highlighted filing

2020

Assets$1,194,977
Liabilities$0
Net Assets$1,194,977
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $37,221Expenses 2013: $32,021Net Income 2013: $5,2002013Revenue 2016: $7,918Expenses 2016: $49,807Net Income 2016: -$41,8892016Revenue 2017: $84,571Expenses 2017: $58,154Net Income 2017: $26,4172017Revenue 2019: $63,498Expenses 2019: $66,708Net Income 2019: -$3,2102019Revenue 2020: $22,445Expenses 2020: $68,263Net Income 2020: -$45,8182020Revenue 2021: $149,167Expenses 2021: $70,835Net Income 2021: $78,3322021Revenue 2022: $53,465Expenses 2022: $74,319Net Income 2022: -$20,8542022Revenue 2023: $34,054Expenses 2023: $71,717Net Income 2023: -$37,6632023Revenue 2024: $84,051Expenses 2024: $71,531Net Income 2024: $12,5202024

Highlighted filing

2020

Revenue$22,445
Expenses$68,263
Net Income-$45,818
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 9, 2021
Return Version
2020v4.0
Gross Receipts
$985,529
Mission and Program Overview

Mission

Endowment fund established to provide funds to the monroe county historical association located in stroudsburg, pa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,244,265$1,194,977▼ $49,288
Investments in Publicly Traded Securities$1,216,335$1,175,524▼ $40,811
Savings and Temporary Cash Investments$27,162$19,453▼ $7,709
Cash and Non-Interest-Bearing Accounts$768--
Total Assets$1,244,265$1,194,977▼ $49,288
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,244,265$1,194,977▼ $49,288
Total Liabilities and Net Assets / Fund Balance$1,244,265$1,194,977▼ $49,288
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Co Trustee$12,988$12,988

Board Members and Trustees

NameTitle
Jeffrey L WrightCo Trustee
Patricia J SaylorCo Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$653
Program Service Revenue
$0
Investment Income
$21,792
Other Revenue
$0
All Other Contributions
$653
Change in Net Assets
$-45,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,482
Salaries, Compensation, and Employee Benefits$12,988
Other Expenses$1,793
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,482--$53,482
Current Officers, Directors, Trustees, and Key Employees$1,299$11,689-$12,988
Fees for Services Accounting-$1,600-$1,600
Fees for Services Other$189$4-$193
Total Functional Expenses$54,970$13,293$0$68,263
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Monroe County Historical Association IncStroudsburg, PA501(c)(3)Funds Used Capital Improvements and Professional Staff Salaries.$53,482
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
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“The governing body consists solely of the corporate trustee, essa bank & trust located in stroudsburg pennsyslvania.”

Explanation for Form 990, Page 6, Part VI, Line 4

“No changes made to organizing document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“PER 1a ABOVE, THE CORPRATE TRUSTEE DOESN'T CONDUCT SEPERATE MEETINGS FOR THIS TRUST ENDOWMENT FUND. HOWEVER MAY COMMUNICATE WITH GRANTOR TO DETERMINE IF NEEDS ARE BEING MET.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“No committees exist currently.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee received a copy of this form 990 prior to filing with the authorities.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Compensation of the corporate trustee is agreed upon by essa bank & trust's current fee schedule, which can be obtained from essa bank & trust by request.”

Form 990, Page 6, Part VI, Line 18

“COPIES OF FORMS 1023 AND 990 CAN BE OBTAINED BY REQUEST FROM THE CORPORATE TRUSTEE DISCLOSED ON LINE 20. FORM 990 CAN ALSO BE OBTAINED VIA THE INTERNET AT ://www.guidestar.org OR://www.eri -nonprofit-salaries.com/”

Form 990, Page 6, Part VI, Line 19

“Essa bank & trust as corporate trustee does not maintain a separate conflict of interest policy for each separate trust.”

Filing and Contact Details

Filer

Filer Name
Monroe County Historical Assn Endowment
EIN
23-7666937
Phone
5704763900
Address
ESSA ASSET MGMT TR 744 MAIN ST, STROUDSBURG, PA 18360

Signing Officer

Name
William Evans
Title
Manager
Phone
5704763900
Signed
2021-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Evans
Formed
2005
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
1

Preparer

Firm
Trust Processing Solutions
Address
PO BOX 894, MILFORD, OH 45150-0894
Preparer
Doug P Hart
Phone
5137748805
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“Monroe county historical association, 900 main street, stroudsburg, pa 18360-1604”

Explanation for Form 990, Part XI, Line 9

“Mutual fund adjustment: ($3,067.73) + $84.53 delayed mutual fund income + ($488.14) ROC adj to sales + rounding”

Raw XML Appendix391 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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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01383052
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01299568
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt044803
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt048407
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt053482
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONROE COUNTY HISTORICAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt053482
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt053482
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS USED CAPITAL IMPROVEMENTS AND PROFESSIONAL STAFF SALARIES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONROE COUNTY HISTORICAL ASSOCIATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0222442646
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0900 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STROUDSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd018360
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Other
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PER THE TRUST AGREEMENT, THE TRUSTEE SHALL PAY THE NET INCOME ANNUALLY TO THE MONROE COUNTY HISTORICAL ASSN INC TO BE USED FOR SALARIES OF PROFESSIONAL STAFF AND CAPITAL IMPROVEMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONROE COUNTY HISTORICAL ASSOCIATION, 900 MAIN STREET, STROUDSBURG, PA 18360-1604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY CONSISTS SOLELY OF THE CORPORATE TRUSTEE, ESSA BANK & TRUST LOCATED IN STROUDSBURG PENNSYSLVANIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGES MADE TO ORGANIZING DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PER 1a ABOVE, THE CORPRATE TRUSTEE DOESN'T CONDUCT SEPERATE MEETINGS FOR THIS TRUST ENDOWMENT FUND. HOWEVER MAY COMMUNICATE WITH GRANTOR TO DETERMINE IF NEEDS ARE BEING MET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMMITTEES EXIST CURRENTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CORPORATE TRUSTEE RECEIVED A COPY OF THIS FORM 990 PRIOR TO FILING WITH THE AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION OF THE CORPORATE TRUSTEE IS AGREED UPON BY ESSA BANK & TRUST'S CURRENT FEE SCHEDULE, WHICH CAN BE OBTAINED FROM ESSA BANK & TRUST BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COPIES OF FORMS 1023 AND 990 CAN BE OBTAINED BY REQUEST FROM THE CORPORATE TRUSTEE DISCLOSED ON LINE 20. FORM 990 CAN ALSO BE OBTAINED VIA THE INTERNET AT ://www.guidestar.org OR://www.eri -nonprofit-salaries.com/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ESSA BANK & TRUST AS CORPORATE TRUSTEE DOES NOT MAINTAIN A SEPARATE CONFLICT OF INTEREST POLICY FOR EACH SEPARATE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Mutual fund adjustment: ($3,067.73) + $84.53 delayed mutual fund income + ($488.14) ROC adj to sales + rounding
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01244265
IRS990/TotalAssetsEOYAmt01194977
IRS990/TotalAssetsGrp/BOYAmt01244265
IRS990/TotalAssetsGrp/EOYAmt01194977
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IRS990/TotalContributionsAmt0653
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013293
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054970
IRS990/TotalFunctionalExpensesGrp/TotalAmt068263
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01244265
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01194977
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt068262
IRS990/TotalReportableCompFromOrgAmt012988
IRS990/TotalRevenueGrp/ExclusionAmt026631
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-4839
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022445
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01244265
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01194977
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0744 MAIN STREET
IRS990/USAddress/CityNm0STROUDSBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018360
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM EVANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05704763900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE COUNTY HISTORICAL ASSN ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0237666937
ReturnHeader/Filer/PhoneNum05704763900
ReturnHeader/Filer/USAddress/AddressLine1Txt0ESSA ASSET MGMT TR 744 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0STROUDSBURG
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ReturnHeader/Filer/USAddress/ZIPCd018360
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG P HART
ReturnHeader/ReturnTs02021-04-22T17:00:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,194,977
Liabilities
$0
Net assets
$1,194,977
Revenue
$22,445
Expenses
$68,263
Net income
-$45,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.08$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.03$0.07$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.05$0.07$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.15$0.07$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.06$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.08$0.06$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.01$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.04$0.03$0.01