Civic Intelligence

California Efficiency Demand Management Council

990 • Fiscal year 2017 • EIN 27-0180889

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization Profilewww.efficiencycouncil.org
1535 Farmers Lane Suite 312Santa Rosa, CA 95405

(503) 810-1155

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

26th percentile

-2.7%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$179,489

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

54th percentile

6.1%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

60th percentile

6.0%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$439,952

Up $48,854 (+12%) from 2015

Net Assets

Up

$439,952

Up $52,934 (+14%) from 2015

Liabilities

Down

$0

Down $4,080 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin26th percentile

Revenue

Up

$734,434

Up $80,205 (+12%) from 2015

Expenses

Up

$754,166

Up $214,004 (+40%) from 2015

Net Income

Down

-$19,732

Down $133,799 (-117%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2012: $213,466Liabilities 2012: $2,113Net Assets 2012: $211,3532012Assets 2013: $238,824Liabilities 2013: $7,478Net Assets 2013: $231,3462013Assets 2014: $285,974Liabilities 2014: $5,032Net Assets 2014: $280,9422014Assets 2015: $391,098Liabilities 2015: $4,080Net Assets 2015: $387,0182015Assets 2017: $439,952Liabilities 2017: $0Net Assets 2017: $439,9522017Assets 2018: $550,539Liabilities 2018: $20,198Net Assets 2018: $530,3412018Assets 2019: $504,157Liabilities 2019: $19,471Net Assets 2019: $484,6862019Assets 2020: $513,756Liabilities 2020: $102,109Net Assets 2020: $411,6472020Assets 2021: $430,951Liabilities 2021: $21,754Net Assets 2021: $409,1972021Assets 2024: $89,487Liabilities 2024: $11,263Net Assets 2024: $78,2242024

Highlighted filing

2017

Assets$439,952
Liabilities$0
Net Assets$439,952
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $344,8502012Revenue 2013: $457,796Expenses 2013: $437,803Net Income 2013: $19,9932013Revenue 2014: $515,356Expenses 2014: $465,760Net Income 2014: $49,5962014Revenue 2015: $654,229Expenses 2015: $540,162Net Income 2015: $114,0672015Revenue 2017: $734,434Expenses 2017: $754,166Net Income 2017: -$19,7322017Revenue 2018: $882,871Expenses 2018: $792,482Net Income 2018: $90,3892018Revenue 2019: $847,283Expenses 2019: $875,398Net Income 2019: -$28,1152019Revenue 2020: $712,219Expenses 2020: $782,548Net Income 2020: -$70,3292020Revenue 2021: $884,249Expenses 2021: $886,699Net Income 2021: -$2,4502021Revenue 2024: $888,711Expenses 2024: $977,479Net Income 2024: -$88,7682024

Highlighted filing

2017

Revenue$734,434
Expenses$754,166
Net Income-$19,732
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$734,434
Mission and Program Overview

Mission

To support appropriate energy efficiency and demand management policies and programs, for all californians to create sustainable jobs, long-term economic vitality, stable and reasonably priced energy systems and environmental improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$459,684$439,952▼ $19,732
Savings and Temporary Cash Investments$180,770$205,874▲ $25,104
Accounts Receivable$241,000$187,000▼ $54,000
Cash and Non-Interest-Bearing Accounts$38,475$47,078▲ $8,603
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$460,245$439,952▼ $20,293
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$561--
Total Liabilities$561$0▼ $561
Net Assets / Fund Balance
Total Net Assets Fund Balance$459,684$439,952▼ $19,732
Total Liabilities and Net Assets / Fund Balance$460,245$439,952▼ $20,293
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Margaret GardnerExecutive DirectorFT$179,489$179,489
Melanie Gillette-FT$125,046$125,046

Board Members and Trustees

NameTitle
Terry FryChair
Greg WiklerVice Chair
Ann McCormickDirector
Cody CoeckelenberghDirector
Lauren CastentiniDirector
Mahlon AldridgeDirector
Matt O'KeefeDirector
Nick BrodDirector
Paul WhitelawDirector
Rich SperbergDirector
Sharyn BarataDirector
Valerie RichardsonSecretary
Carmen HenriksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$734,311
Investment Income
$123
Other Revenue
$0
Change in Net Assets
$-19,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$471,775
Other Expenses$282,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$213,311
Current Officers, Directors, Trustees, and Key Employees---$179,489
Fees for Services Other---$136,792
Other Employee Benefits---$46,984
Payroll Taxes---$31,991
All Other Expenses---$15,360
Travel---$13,109
Other Expenses---$12,204
Advertising---$7,794
Office Expenses---$5,912
Fees for Services Accounting---$5,550
Insurance---$4,143
Fees for Services Legal---$722
Information Technology---$236
Total Functional Expenses$0$0$0$754,166
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
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$82,800
Total Nondeductible Lobbying and Political Cost$82,800
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
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 6: Explanation of Classes of Members or Shareholder

“FULL MEMBERS AND SUSTAINING MEMBERS ARE businesses that include implementation and evaluation experts, demand response companies, engineering and architecture firms, data analytics firms, contractors, financing experts, energy service companies, workforce training entities, and manufacturers of energy efficiency products and equipment. ASSOCIATE MEMBERS ARE COMPANIES AND ORGANIZATIONS THAT HAVEAN INTEREST IN THE ENERGY EFFICIENCY and demand management INDUSTRY IN CALIFORNIA BUT DO NOT DIRECTLY PROVIDE ENERGY EFFICIENCY PRODUCTS OR SERVICES.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The taxpayer's accounting firm forwards Form 990 to the Executive Director, who forwards it to the Board for their review prior to filing. Questions funnel to the Executive Director, who either answers them or asks the accounting firm to address the questions. The accounting firm also attends (can be remotely) a board meeting to answer any additionals on Form 990 before it is filed.”

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

“At the beginning of each board meeting, each member is asked about potential conflicts. None have existed yet.”

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

“The Chair and Vice-chair recommend compensation, including salary and bonus, for the Executive Director, and the Board reviews and adjusts the recommendation in closed session.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Executive Director makes a recommendation to the Chair and Vice-chair about compensation for all other employees. This is reviewed with the Board in a closed session.”

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

“The organization makes it's governing documents available on it's website and financial statements available on request.”

Filing and Contact Details

Filer

Filer Name
California Efficiency Demand
EIN
27-0180889
Phone
5038101155
Address
1535 Farmers Lane Suite 312, Santa Rosa, CA 95405

Signing Officer

Name
Margaret Gardner
Title
Executive Director
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Gardner
Formed
2009
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
13

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
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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/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO SUPPORT APPROPRIATE ENERGY EFFICIENCY AND DEMAND MANAGEMENT POLICIES AND PROGRAMS, FOR ALL CALIFORNIANS TO CREATE SUSTAINABLE JOBS, LONG-TERM ECONOMIC VITALITY, STABLE AND REASONABLY PRICED ENERGY SYSTEMS AND ENVIRONMENTAL IMPROVEMENT.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046984
IRS990/OtherExpensesGrp/Desc0EF Grant Expenses
IRS990/OtherExpensesGrp/Desc1E4the Future Grant Expenses
IRS990/OtherExpensesGrp/Desc2Meeting and Conference Expense
IRS990/OtherExpensesGrp/Desc3Symposium
IRS990/OtherExpensesGrp/TotalAmt030332
IRS990/OtherExpensesGrp/TotalAmt127804
IRS990/OtherExpensesGrp/TotalAmt222433
IRS990/OtherExpensesGrp/TotalAmt312204
IRS990/OtherRevenueTotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt031991
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Margaret Gardner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Grant revenue
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IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc3Partnerships
IRS990/ProgramServiceRevenueGrp/Desc4Trainings & Symposiums
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt340000
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt168382
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IRS990/PYInvestmentIncomeAmt062
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0252951
IRS990/PYProgramServiceRevenueAmt0708760
IRS990/PYRevenuesLessExpensesAmt0127666
IRS990/PYSalariesCompEmpBnftPaidAmt0328205
IRS990/PYTotalExpensesAmt0581156
IRS990/PYTotalRevenueAmt0708822
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IRS990/ReconcilationRevenueExpnssAmt0-19732
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0180770
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IRS990ScheduleC/AggregateReportedDuesNtcAmt092483
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt0529333
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt082800
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt082800
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0179489
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Margaret Gardner
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0179489
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FULL MEMBERS AND SUSTAINING MEMBERS ARE businesses that include implementation and evaluation experts, demand response companies, engineering and architecture firms, data analytics firms, contractors, financing experts, energy service companies, workforce training entities, and manufacturers of energy efficiency products and equipment. ASSOCIATE MEMBERS ARE COMPANIES AND ORGANIZATIONS THAT HAVEAN INTEREST IN THE ENERGY EFFICIENCY and demand management INDUSTRY IN CALIFORNIA BUT DO NOT DIRECTLY PROVIDE ENERGY EFFICIENCY PRODUCTS OR SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The taxpayer's accounting firm forwards Form 990 to the Executive Director, who forwards it to the Board for their review prior to filing. Questions funnel to the Executive Director, who either answers them or asks the accounting firm to address the questions. The accounting firm also attends (can be remotely) a board meeting to answer any additionals on Form 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At the beginning of each board meeting, each member is asked about potential conflicts. None have existed yet.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Chair and Vice-chair recommend compensation, including salary and bonus, for the Executive Director, and the Board reviews and adjusts the recommendation in closed session.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Executive Director makes a recommendation to the Chair and Vice-chair about compensation for all other employees. This is reviewed with the Board in a closed session.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization makes it's governing documents available on it's website and financial statements available on request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0439952
IRS990/TotalAssetsGrp/BOYAmt0460245
IRS990/TotalAssetsGrp/EOYAmt0439952
IRS990/TotalCompGreaterThan150KInd0true
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0754166
IRS990/TotalGrossUBIAmt00
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IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01755
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IRS990/TotalReportableCompFromOrgAmt0304535
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0734434
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0460245
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0439952
IRS990/TravelGrp/TotalAmt013109
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$439,952
Liabilities
$0
Net assets
$439,952
Revenue
$734,434
Expenses
$754,166
Net income
-$19,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.11$0.78$8.89$9.77$0.89
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.22$4.09$8.84$8.87$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$1.02$4.12$7.12$7.83$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.19$4.85$8.47$8.75$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.20$5.30$8.83$7.92$0.90
2017Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$7.34$7.54$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.91$0.04$3.87$6.54$5.40$1.14
2014Detailed filing. Detailed filing data is available for this year.$2.86$0.05$2.81$5.15$4.66$0.50
2013Detailed filing. Detailed filing data is available for this year.$2.39$0.07$2.31$4.58$4.38$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.02$2.11$3.45