Civic Intelligence

Advance Illinois Nfp

990 • Fiscal year 2014 • EIN 26-2052733

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

50 East Washington StreetChicago, IL 60602

(312) 235-4531

Siviq Scores

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

Liabilities / Assets

46th percentile

0.09x

Higher debt load relative to assets than 46% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

91st percentile

$211,831

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

2nd percentile

-41%

Faster asset growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$1,090,108

Down $770,220 (-41%) from 2013

Net Assets

Down

$996,743

Down $822,429 (-45%) from 2013

Liabilities

Up

$93,365

Up $52,209 (+127%) from 2013

Revenue

Down

$1,253,007

Down $966,841 (-44%) from 2013

Expenses

Up

$2,075,436

Up $320,674 (+18%) from 2013

Net Income

Down

-$822,429

Down $1,287,515 (-277%) from 2013

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,691,450Liabilities 2010: $109,978Net Assets 2010: $1,581,4722010Assets 2012: $1,414,683Liabilities 2012: $60,597Net Assets 2012: $1,354,0862012Assets 2013: $1,860,328Liabilities 2013: $41,156Net Assets 2013: $1,819,1722013Assets 2014: $1,090,108Liabilities 2014: $93,365Net Assets 2014: $996,7432014Assets 2015: $1,742,401Liabilities 2015: $60,070Net Assets 2015: $1,682,3312015Assets 2016: $2,129,154Liabilities 2016: $173,980Net Assets 2016: $1,955,1742016Assets 2017: $1,886,519Liabilities 2017: $209,618Net Assets 2017: $1,676,9012017Assets 2018: $2,759,965Liabilities 2018: $260,199Net Assets 2018: $2,499,7662018Assets 2019: $2,862,412Liabilities 2019: $220,058Net Assets 2019: $2,642,3542019Assets 2020: $3,941,311Liabilities 2020: $172,170Net Assets 2020: $3,769,1412020Assets 2021: $4,175,192Liabilities 2021: $117,751Net Assets 2021: $4,057,4412021Assets 2022: $5,871,438Liabilities 2022: $523,029Net Assets 2022: $5,348,4092022Assets 2024: $6,834,245Liabilities 2024: $320,390Net Assets 2024: $6,513,8552024

Highlighted filing

2014

Assets$1,090,108
Liabilities$93,365
Net Assets$996,743

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,478,4152010Expenses 2012: $1,645,4812012Revenue 2013: $2,219,848Expenses 2013: $1,754,762Net Income 2013: $465,0862013Revenue 2014: $1,253,007Expenses 2014: $2,075,436Net Income 2014: -$822,4292014Revenue 2015: $2,962,374Expenses 2015: $2,276,786Net Income 2015: $685,5882015Revenue 2016: $2,522,228Expenses 2016: $2,249,385Net Income 2016: $272,8432016Revenue 2017: $2,094,002Expenses 2017: $2,382,775Net Income 2017: -$288,7732017Revenue 2018: $3,259,906Expenses 2018: $2,437,041Net Income 2018: $822,8652018Revenue 2019: $2,649,195Expenses 2019: $2,506,607Net Income 2019: $142,5882019Revenue 2020: $3,609,841Expenses 2020: $2,483,054Net Income 2020: $1,126,7872020Revenue 2021: $3,046,236Expenses 2021: $2,757,936Net Income 2021: $288,3002021Revenue 2022: $3,999,538Expenses 2022: $2,671,612Net Income 2022: $1,327,9262022Revenue 2024: $2,877,124Expenses 2024: $3,094,288Net Income 2024: -$217,1642024

Highlighted filing

2014

Revenue$1,253,007
Expenses$2,075,436
Net Income-$822,429
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$1,253,007
Mission and Program Overview

Mission

Mission: Advance Illinois was founded to be an objective voice in supporting a healthy public education system that prepares all students for college, career, and democratic citizenship. Advance Illinois is guided by the conclusion that driving significant improvement in education outcomes requires a comprehensive approach over many years. Specifically: (1) Significant progress improving student outcomes takes many years to achieve. While student performance can improve immediately following education policy changes, the systemic nature of reform means it generally takes states one to two decades to achieve meaningful growth in outcomes, with more progress left to be done . (2) A student-centric reform agenda is a necessary foundation for improvement. Policies that prioritize students and focus on key levers, such as quality early education, high standards and rigorous curriculums, school accountability, and talented educators, are essential in laying the groundwork for continuous

Advance Illinois was founded to be an objective voice in supporting a healthy public education system that prepares all students for college, career, and democratic citizenship. Advance Illinois is guided by the conclusion that driving significant improvement in education outcomes requires a comprehensive approach over many years.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$591,488$565,311▼ $26,177
Cash and Non-Interest-Bearing Accounts$323,816$401,019▲ $77,203
Pledges and Grants Receivable$900,000$60,000▼ $840,000
Land, Buildings, and Equipment, Net$22,752$30,199▲ $7,447
Prepaid Expenses and Deferred Charges$20,965$24,104▲ $3,139
Accounts Receivable$1,307$9,475▲ $8,168
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0--
Total Assets$1,860,328$1,090,108▼ $770,220
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$41,156$93,365▲ $52,209
Other Liabilities$0$0→ $0
Total Liabilities$41,156$93,365▲ $52,209
Net Assets / Fund Balance
Unrestricted Net Assets$748,327$618,368▼ $129,959
Temporarily Rstr Net Assets$1,070,845$378,375▼ $692,470
Total Net Assets Fund Balance$1,819,172$996,743▼ $822,429
Total Liabilities and Net Assets / Fund Balance$1,860,328$1,090,108▼ $770,220

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$30,199$8,949-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Executive DirectorFT$149,612$62,219$211,831
-Project DirectorFT$114,007$28,500$142,507
-Policy DirectorFT$127,870$1,062$128,932
-Development DirectorFT$116,567$6,546$123,113
-Secretary-$1,500-$1,500

Board Members and Trustees

NameTitle
-Chair
-Chair Emeritus
-Chair of Executive Committee
-Vice Chair
-Director
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,185,184
Program Service Revenue
$67,500
Investment Income
$323
Other Revenue
$0
All Other Contributions
$1,185,184
Change in Net Assets
$-822,429

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,253,007
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$62,000
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,315,007
Total Revenue per Form 990
$1,253,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,391,051
Other Expenses$684,385
Total Fundraising Expense$133,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$756,376$93,371$91,793$941,540
Fees for Services Other$216,192$408$5,102$221,702
Current Officers, Directors, Trustees, and Key Employees$165,423$37,558$13,118$216,099
Other Employee Benefits$106,430$14,945$6,567$127,942
Conferences and Meetings$79,979$16,184$0$96,163
Payroll Taxes$68,206$9,160$7,888$85,254
Fees for Services Lobbying$81,688$0$0$81,688
Office Expenses$51,451$17,100$4,144$72,695
Travel$62,145$2,899$0$65,044
Fees for Services Accounting$0$56,311$2,964$59,275
Information Technology$43,981$13,155$24$57,160
Pension Plan Contributions$16,578$1,322$2,316$20,216
All Other Expenses$0$10,919$0$10,919
Occupancy$6,725$2,300$0$9,025
Depreciation Depletion$0$4,027$0$4,027
Insurance$0$3,080$0$3,080
Advertising$2,429$0$0$2,429
Fees for Services Legal$0$1,178$0$1,178
Total Functional Expenses$1,657,603$283,917$133,916$2,075,436

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,137,436
Expenses per Audited Statements$2,075,436
Total Expenses per Form 990$2,075,436
Expenses Not Reported on Form 990$62,000
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$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
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0--
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
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
No
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, Line 15B COMPENSATION OF OTHER OFFICER & KEY EMPLOYEES

The organization does not have any other officers or key employees per the irs definition, therefore this question is not applicable and has intentionally been checked "no".

Form 990, Part VI, Line 11B Review of form 990 by governing body

The executive director provides a copy of the 990 to the full board and also reviews it with the organization's finance & development committee prior to filing with the irs.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

Compensation guidelines for the executive director position (ED). Compensation includes total cash compensation guidelines and a menu of benefits (defined by level of importance) that were used for hiring the right individual for this position. The Advance Illinois search committee utilized Isaacson, Miller to recruit the executive director position. On June 5, 2008 Tim Knowles, interim chair (on the behalf of the independent board of directors) sent an offer letter to Robin Steans who accepted the ED position. This contract, signed by Tim Knowles, served as the contemporaneous documentation with respect to the deliberation and decision regarding the compensation arrangement. The organization engaged a consulting company to provide an assessment of market practices to determine the appropriate compensation for the Executive Director. Until 2013, no adjustments were made to the ED's original base compensation in the employment contract. In February 2011 (for FY 2010), December 2011 (for FY 2011), December 2012 (for FY 2012) , December 2013 (for FY 2013), and December 2014 (for FY 2014) the Advance Illinois board approved 20% bonuses for Robin based on her base compensation (as outlined in her offer letter).

Form 990, Part VI, Line 19 Required documents available to the public

Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time.

Filing and Contact Details

Filer

Filer Name
Advance Illinois NFP
EIN
26-2052733
Phone
3122354531
Address
50 East Washington Street, Chicago, IL 60602

Signing Officer

Name
Robin Steans
Title
Executive Director
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Il
Voting Board Members
19
Independent Board Members
19
Employees
15
Volunteers
25

Preparer

Firm
Crowe Horwath Llp
Address
225 West Wacker Drive, Suite 2600, Chicago, IL 60606-1224
Preparer
John Woodhull
Phone
3128997000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

Policy Advisory - Total Expense: 36250, Program Service Expense: 36250, Management and General Expenses: 0, Fundraising Expenses: 0; Educator Advisory Council Stipends - Total Expense: 27497, Program Service Expense: 27497, Management and General Expenses: 0, Fundraising Expenses: 0; Publication/Education Materials Contrator - Total Expense: 69474, Program Service Expense: 69474, Management and General Expenses: 0, Fundraising Expenses: 0; Policy & Research Contractor - Total Expense: 63717, Program Service Expense: 63717, Management and General Expenses: 0, Fundraising Expenses: 0; All Other Fees for Services - Total Expense: 24764, Program Service Expense: 19254, Management and General Expenses: 408, Fundraising Expenses: 5102;

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

Advance Illinois is exempt from federal income taxes under section 501 (c)(3) of the Internal Revenue Code and, therefore, has made no provision for federal income taxes in the accompanying financial statements. There were no income tax related interest or penalties recognized by the Organization for the years ended December 31, 2014 and 2013. The Organization has not been examined by any tax jurisdiction. The Organization has no on-going federal, state or local tax audit; however, the Organization's tax returns for 2011 and subsequent years are open to examination. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization would recognize interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. A tax position is recognized as a benefit only if it is more likely than not that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more likely than not test, no tax benefit is recorded.

Raw XML AppendixShowing 400 of 688 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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IRS990/Desc0POLICY OUTREACH & COMMUNITY ENGAGEMENT: Advance Illinois actively engages with educators, business and community leaders, students and families, and policymakers to push for meaningful action to strengthen public education and improve student performance. Advance Illinois works with local and national organizations; education researchers; the state's education agencies (Illinois State Board of Education, Illinois Board of Higher Education, and the Illinois Community College Board); the state's executive branch; the state's P-20 Council; the state's General Assembly and various legislative work groups. Advance Illinois conducts outreach with community groups, education stakeholder groups (e.g. teacher unions and school management groups), the media, and the general public. Advance Illinois shapes and promotes a thoughtfully-researched education policy framework that begins with the objective to expand access to high quality early childhood education and support students to post-secondary success. From birth to career, Advance Illinois envisions a healthy education system to supports five interconnected goals: (1) create rigorous learning environments with high expectations; (2) hire, develop and retain the great teachers and leaders; (3) give schools the resources they need; (4) engage families and provide necessary student supports; and (5) promote continuous improvement and innovation.
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0John Edwardson
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1Edward B Rust Jr
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2Sylvia Puente
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3Cheryl Watkins
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4Lew Collens
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5Ellen Alberding
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6Harry Berman
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7Rev K Edward Copeland
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt8Miguel del Valle
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt9Jim Edgar
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10Judy Erwin
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt11Paul Finnegan
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12James C Franczek Jr
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt13Marin Gjaja
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt14Dr Timothy Knowles
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt15Craig Lindvahl
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt16Gene Reineke
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt17Juan Salgado
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt18Jason Tyler
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt19Robin Steans
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt20Benjamin Boer
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt21Kristin Pollock
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt22James O'Connor
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair of Executive Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Policy Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Development Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Project Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
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IRS990/GrantToRelatedPersonInd0false
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IRS990/InfoInScheduleOPartIXInd0X
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IRS990/MissionDesc0Mission: Advance Illinois was founded to be an objective voice in supporting a healthy public education system that prepares all students for college, career, and democratic citizenship. Advance Illinois is guided by the conclusion that driving significant improvement in education outcomes requires a comprehensive approach over many years. Specifically: (1) Significant progress improving student outcomes takes many years to achieve. While student performance can improve immediately following education policy changes, the systemic nature of reform means it generally takes states one to two decades to achieve meaningful growth in outcomes, with more progress left to be done . (2) A student-centric reform agenda is a necessary foundation for improvement. Policies that prioritize students and focus on key levers, such as quality early education, high standards and rigorous curriculums, school accountability, and talented educators, are essential in laying the groundwork for continuous
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.32$6.51$2.88$3.09$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.87$0.52$5.35$4.00$2.67$1.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.12$4.06$3.05$2.76$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.17$3.77$3.61$2.48$1.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.22$2.64$2.65$2.51$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.26$2.50$3.26$2.44$0.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.21$1.68$2.09$2.38$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.17$1.96$2.52$2.25$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.06$1.68$2.96$2.28$0.69
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.09$1.00$1.25$2.08$0.82
2013Detailed filing. Detailed filing data is available for this year.$1.86$0.04$1.82$2.22$1.75$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.06$1.35$1.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.11$1.58$1.48