Civic Intelligence

Carmel Mission Foundation Inc.

990 • Fiscal year 2017 • EIN 26-2981780

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileWWW.CARMELMISSIONFOUNDATION.ORG
P O Box 221351Carmel, CA 93922

(831) 624-3261

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

57th percentile

5.7%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$171,118

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

65th percentile

8.7%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$645,050

Up $51,599 (+8.7%) from 2016

Net Assets

Up

$641,526

Up $51,579 (+8.7%) from 2016

Liabilities

Up

$3,524

Up $20 (+0.6%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin57th percentile

Revenue

Down

$898,551

Down $1,585,902 (-64%) from 2016

Expenses

Down

$846,972

Down $1,968,092 (-70%) from 2016

Net Income

Up

$51,579

Up $382,190 (+116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $187,379Liabilities 2010: $1,909Net Assets 2010: $185,4702010Assets 2011: $480,449Liabilities 2011: $1,880Net Assets 2011: $478,5692011Assets 2014: $587,402Liabilities 2014: $1,857Net Assets 2014: $585,5452014Assets 2015: $923,727Liabilities 2015: $3,169Net Assets 2015: $920,5582015Assets 2016: $593,451Liabilities 2016: $3,504Net Assets 2016: $589,9472016Assets 2017: $645,050Liabilities 2017: $3,524Net Assets 2017: $641,5262017Assets 2018: $988,703Liabilities 2018: $3,001Net Assets 2018: $985,7022018Assets 2019: $2,264,315Liabilities 2019: $3,032Net Assets 2019: $2,261,2832019Assets 2020: $4,215,540Liabilities 2020: $68,700Net Assets 2020: $4,146,8402020Assets 2021: $1,231,681Liabilities 2021: $7,269Net Assets 2021: $1,224,4122021Assets 2022: $892,781Liabilities 2022: $7,102Net Assets 2022: $885,6792022Assets 2023: $681,503Liabilities 2023: $9,002Net Assets 2023: $672,5012023Assets 2024: $1,882,074Liabilities 2024: $1,637Net Assets 2024: $1,880,4372024

Highlighted filing

2017

Assets$645,050
Liabilities$3,524
Net Assets$641,526
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $525,4662010Expenses 2011: $514,9092011Revenue 2014: $1,022,382Expenses 2014: $838,286Net Income 2014: $184,0962014Revenue 2015: $1,366,046Expenses 2015: $1,031,033Net Income 2015: $335,0132015Revenue 2016: $2,484,453Expenses 2016: $2,815,064Net Income 2016: -$330,6112016Revenue 2017: $898,551Expenses 2017: $846,972Net Income 2017: $51,5792017Revenue 2018: $1,149,783Expenses 2018: $805,607Net Income 2018: $344,1762018Revenue 2019: $2,052,420Expenses 2019: $751,839Net Income 2019: $1,300,5812019Revenue 2020: $2,550,028Expenses 2020: $664,471Net Income 2020: $1,885,5572020Revenue 2021: $982,770Expenses 2021: $3,904,343Net Income 2021: -$2,921,5732021Revenue 2022: $116,181Expenses 2022: $454,914Net Income 2022: -$338,7332022Revenue 2023: $22,133Expenses 2023: $236,001Net Income 2023: -$213,8682023Revenue 2024: $1,322,751Expenses 2024: $100,714Net Income 2024: $1,222,0372024

Highlighted filing

2017

Revenue$898,551
Expenses$846,972
Net Income$51,579
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$1,013,850
Mission and Program Overview

Mission

The organization is operated exclusively for charitable, scientific, literary and educational purposes, in furtherance of its charitable purposes, the preservation, maintenance and restoration of the properties of mission san carlos borromeo del rio carmelo.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$589,947$641,526▲ $51,579
Savings and Temporary Cash Investments$538,246$574,176▲ $35,930
Intangible Assets$25,000$25,000→ $0
Cash and Non-Interest-Bearing Accounts$8,774$23,424▲ $14,650
Land, Buildings, and Equipment, Net$19,178$20,197▲ $1,019
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$593,451$645,050▲ $51,599
Other Assets Total$2,253$2,253→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,504$3,524▲ $20
Total Liabilities$3,504$3,524▲ $20
Net Assets / Fund Balance
Total Net Assets Fund Balance$589,947$641,526▲ $51,579
Total Liabilities and Net Assets / Fund Balance$593,451$645,050▲ $51,599

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,197-$20,197
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Victor GrabrianPresident & CEOFT$171,118$171,118

Board Members and Trustees

NameTitle
Sam GesumariaChairman
Richard PepeVice President
Edward DiyanniDirector
Paul GutierrezDirector
Richard DenierDirector
Valera LylesDirector
Douglas OldfieldSecretary
Douglas HayashiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$896,582
Program Service Revenue
$0
Investment Income
$1,969
Other Revenue
$0
All Other Contributions
$886,582
Change in Net Assets
$51,579

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$115,299stock market
Real Estate Commercial1$5,624compar rent
Other Non Cash Contri Table1$642billing
Total Noncash Contributions7$121,565-

Audited Revenue Reconciliation

Revenue per Audited Statements
$488,903
Revenue Not Reported on Financial Statements
$409,648
Other Revenue Adjustments
$409,648
Total Revenue per Audited Statements
$488,903
Total Revenue per Form 990
$898,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$408,221
Salaries, Compensation, and Employee Benefits$313,505
Total Fundraising Expense$170,941
Other Expenses$125,246
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$408,221--$408,221
Current Officers, Directors, Trustees, and Key Employees$51,335$34,224$85,559$171,118
Other Salaries and Wages$42,582$41,235$45,217$129,034
Occupancy$3,194$21,005-$24,199
All Other Expenses$1,871$7,071$7,310$16,252
Payroll Taxes$4,178$3,357$5,818$13,353
Office Expenses-$10,612-$10,612
Fees for Services Accounting-$10,142-$10,142
Insurance$1,466$7,106-$8,572
Other Expenses$8,118-$7,221$7,221
Information Technology-$4,468-$4,468
Total Functional Expenses$536,811$139,220$170,941$846,972

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$882,309
Expenses per Audited Statements$846,972
Total Expenses per Form 990$846,972
Expenses Not Reported on Form 990$35,337
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
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
Yes
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 11B: Form 990 Review Process

“Each officer and director is furnished with a copy of the tax return prior to filing and the tax return is reviewed before approved for filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Every nonrecurring, new or unusual transaction is brought before the board. Every board member is required to disclose any conflict during the discussion and prior to voting on the matter.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“All employment and compensation matters are brought before the executive committee and upon executive committee approval the matters are brought to the entire board for approval.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Carmel Mission Foundation Inc
EIN
26-2981780
Phone
8316243261
Address
P O BOX 221351, CARMEL, CA 93922

Signing Officer

Name
Sam Gesumaria
Title
Chairman
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
3

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
Alan Stark CPA MBA
Phone
8317596300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: in 2017, the carmel mission foundation, inc awarded additional grants totaling $20,000 for phase ii, carmel mission quadrangle restoration. During the year $53,339 of the 2016 grants and $19,696 of the 2017 grant were paid.”

Financial Statement Notes

Part X : FIN48 Footnote

“Income taxes-the organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and from state franchise or income tax under section 23701(d) of the revenue and taxation code of the state of california. As such, no provision is made for current or deferred income tax expense.the organization's management has considered its tax positions and believes that all of the positions taken by the organization in its federal and state tax returns are more likely than not to be sustained upon examination. The organization's returns for the years ended 2015 through 2017 are subject to examination by the federal and state taxing authorities, generally for three years after they are filed.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“prior pledges receivable collected $409648”

Part XII, Line 2D: Other expenses and losses per audited F/S

“cash/accrual differences $33164 depreciation and amortization $2173”

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IRS990/MissionDesc0THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, IN FURTHERANCE OF ITS CHARITABLE PURPOSES, THE PRESERVATION, MAINTENANCE AND RESTORATION OF THE PROPERTIES OF MISSION SAN CARLOS BORROMEO DEL RIO CARMELO.
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0199
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/TotalAmt010612
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IRS990/OnBehalfOfIssuerInd0false
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IRS990/OtherAssetsTotalGrp/EOYAmt02253
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IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3FUND RAISING COSTS
IRS990/OtherExpensesGrp/FundraisingAmt019816
IRS990/OtherExpensesGrp/FundraisingAmt17221
IRS990/OtherExpensesGrp/ProgramServicesAmt015846
IRS990/OtherExpensesGrp/ProgramServicesAmt18118
IRS990/OtherExpensesGrp/TotalAmt019816
IRS990/OtherExpensesGrp/TotalAmt115846
IRS990/OtherExpensesGrp/TotalAmt28118
IRS990/OtherExpensesGrp/TotalAmt37221
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045217
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041235
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042582
IRS990/OtherSalariesAndWagesGrp/TotalAmt0129034
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IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/FundraisingAmt05818
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03357
IRS990/PayrollTaxesGrp/ProgramServicesAmt04178
IRS990/PayrollTaxesGrp/TotalAmt013353
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DURING THE YEAR, IN ORDER TO ACCOMPLISH ITS PROGRAMS, THE CARMEL MISSION FOUNDATION, INC. ALLOCATED $128,590 OF ITS COST AND EXPENSES TO PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0128590
IRS990/ProgSrvcAccomActy3Grp/Desc0IN 2017, THE CARMEL MISSION FOUNDATION, INC AWARDED ADDITIONAL GRANTS TOTALING $20,000 FOR PHASE II, CARMEL MISSION QUADRANGLE RESTORATION. DURING THE YEAR $53,339 OF THE 2016 GRANTS AND $19,696 OF THE 2017 GRANT WERE PAID.
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IRS990/PYTotalRevenueAmt02484453
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IRS990/ReconcilationRevenueExpnssAmt051579
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0641526
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0538246
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01021386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01984799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07749661
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-1485
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IRS990ScheduleA/PublicSupportPY170Pct00.99940
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07749661
IRS990ScheduleA/TotalSupportAmt07754194
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt0846972
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020197
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0409648
IRS990ScheduleD/RevenueSubtotalAmt0488903
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES-THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE FRANCHISE OR INCOME TAX UNDER SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. AS SUCH, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE.THE ORGANIZATION'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS FOR THE YEARS ENDED 2015 THROUGH 2017 ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1prior pledges receivable collected $409648
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2cash/accrual differences $33164 depreciation and amortization $2173
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d: Other expenses and losses per audited F/S
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IRS990ScheduleD/TotalExpensesPerForm990Amt0846972
IRS990ScheduleD/TotalRevenuePerForm990Amt0898551
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0882309
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VICTOR GRABRIAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0tax review serv
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IRS990ScheduleM/RealEstateCommercialGrp/ContributionCnt01
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$645,050
Liabilities
$3,524
Net assets
$641,526
Revenue
$898,551
Expenses
$846,972
Net income
$51,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$1.32$0.10$1.22
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.02$0.24$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.89$0.12$0.45$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.98$3.90$2.92
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.07$4.15$2.55$0.66$1.89
2019Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$2.05$0.75$1.30
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.15$0.81$0.34
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.64$0.90$0.85$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$2.48$2.82$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.37$1.03$0.34
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.02$0.84$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.53