Civic Intelligence

The Heal Project

990 • Fiscal year 2022 • EIN 27-0192940

Aug 01, 2021 to Jul 31, 2022 • Filed on Oct 04, 2023

PO Box 3051Half Moon Bay, CA 94019

(650) 918-2422

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

54th percentile

0.03x

Higher debt load relative to revenue than 54% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

22nd percentile

-9.7%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-42%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$880,316

Down $94,542 (-9.7%) from 2021

Net Assets

Down

$863,491

Down $89,507 (-9.4%) from 2021

Liabilities

Down

$16,825

Down $5,035 (-23%) from 2021

Revenue

Down

$534,747

Down $387,157 (-42%) from 2021

Expenses

Up

$597,963

Up $59,715 (+11%) from 2021

Net Income

Down

-$63,216

Down $446,872 (-116%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $78,609Liabilities 2012: $313Net Assets 2012: $78,2962012Assets 2013: $35,889Liabilities 2013: $59Net Assets 2013: $35,8302013Assets 2014: $134,845Liabilities 2014: $1,598Net Assets 2014: $133,2472014Assets 2015: $214,868Liabilities 2015: $2,877Net Assets 2015: $211,9912015Assets 2016: $209,683Liabilities 2016: $9,223Net Assets 2016: $200,4602016Assets 2017: $394,052Liabilities 2017: $4,379Net Assets 2017: $389,6732017Assets 2018: $467,278Liabilities 2018: $18,865Net Assets 2018: $448,4132018Assets 2020: $643,014Liabilities 2020: $73,996Net Assets 2020: $569,0182020Assets 2021: $974,858Liabilities 2021: $21,860Net Assets 2021: $952,9982021Assets 2022: $880,316Liabilities 2022: $16,825Net Assets 2022: $863,4912022Assets 2023: $818,954Liabilities 2023: $15,910Net Assets 2023: $803,0442023Assets 2024: $564,425Liabilities 2024: $16,821Net Assets 2024: $547,6042024Assets 2025: $610,247Liabilities 2025: $60,146Net Assets 2025: $550,1012025

Highlighted filing

2022

Assets$880,316
Liabilities$16,825
Net Assets$863,491

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $252,5682012Expenses 2013: $283,0552013Revenue 2014: $412,298Expenses 2014: $314,881Net Income 2014: $97,4172014Revenue 2015: $498,868Expenses 2015: $420,006Net Income 2015: $78,8622015Revenue 2016: $430,447Expenses 2016: $441,978Net Income 2016: -$11,5312016Revenue 2017: $679,962Expenses 2017: $479,301Net Income 2017: $200,6612017Revenue 2018: $505,421Expenses 2018: $451,267Net Income 2018: $54,1542018Revenue 2020: $581,422Expenses 2020: $520,153Net Income 2020: $61,2692020Revenue 2021: $921,904Expenses 2021: $538,248Net Income 2021: $383,6562021Revenue 2022: $534,747Expenses 2022: $597,963Net Income 2022: -$63,2162022Revenue 2023: $665,224Expenses 2023: $726,777Net Income 2023: -$61,5532023Revenue 2024: $506,556Expenses 2024: $767,258Net Income 2024: -$260,7022024Revenue 2025: $773,521Expenses 2025: $776,987Net Income 2025: -$3,4662025

Highlighted filing

2022

Revenue$534,747
Expenses$597,963
Net Income-$63,216
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Oct 4, 2023
Return Version
2021v4.0
Gross Receipts
$539,160
Mission and Program Overview

Mission

The heal project teaches students to make healthy choices for themselves and their world. We teach kids where their food comes from and why it matters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$431,738$420,423▼ $11,315
Accounts Receivable$401,088$300,161▼ $100,927
Cash and Non-Interest-Bearing Accounts$130,825$151,838▲ $21,013
Land, Buildings, and Equipment, Net$7,587$5,178▼ $2,409
Investments in Publicly Traded Securities$2,970$2,566▼ $404
Total Assets$974,858$880,316▼ $94,542
Other Assets Total$650$150▼ $500
Liabilities
Other Liabilities$21,860$16,825▼ $5,035
Total Liabilities$21,860$16,825▼ $5,035
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$638,657$863,491▲ $224,834
Net Assets With Donor Restrictions$314,341--
Total Net Assets Fund Balance$952,998$863,491▼ $89,507
Total Liabilities and Net Assets / Fund Balance$974,858$880,316▼ $94,542

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,178$74,932$80,110
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michelle SmarrCo-chairpers
Erin TormeyDirector
Evelyne McclelandDirector
Kerry BitnerDirector
Lucy WicksDirector
Mary OldhamDirector
Lynn WatsonCo- Treasure
Sherine ElamadCo- Treasure
Jason MouselSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$420,407
Program Service Revenue
$64,506
Investment Income
$1,546
Other Revenue
$48,288
All Other Contributions
$279,681
Change in Net Assets
$-63,216

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 Amount
Real Estate Other2$89,000
Total Noncash Contributions2$89,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$398,228
Other Expenses$199,735
Total Fundraising Expense$105,221
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$251,280$89,542$340,822
Occupancy$69,000$32,181-$101,181
Payroll Taxes-$29,577$2,719$32,296
Other Employee Benefits-$15,066$10,044$25,110
Office Expenses-$14,698-$14,698
Fees for Services Other-$7,203-$7,203
Insurance-$6,841-$6,841
All Other Expenses$2,566$3,895-$6,461
Fees for Services Accounting-$4,891-$4,891
Other Expenses$11,108-$2,916$2,916
Depreciation Depletion-$2,409-$2,409
Travel-$151-$151
Total Functional Expenses$124,550$368,192$105,221$597,963
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,889
Fundraising Direct Expenses$4,413
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$51,889$51,889$4,413$47,476
Total Events$51,889$51,889$4,413$47,476
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$13,864
Credit Card$2,961
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the executive director, treasurer and bookkeeper prior to filing.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Heal Project
EIN
27-0192940
Phone
6509182422
Address
PO BOX 3051, HALF MOON BAY, CA 94019

Signing Officer

Name
Lynn Watson
Title
Co- Treasurer
Phone
6503020697
Signed
2023-10-04

Organization Details

Principal Officer
Michelle Smarr
Formed
2009
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
11
Volunteers
54

Preparer

Firm
Coastside Tax Consultants
Address
225 CABRILLO HWY S STE 105D, HALF MOON BAY, CA 94019-7205
Preparer
Cindy Chong
Phone
6507135089
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

The heal project school program: a comprehensive health education program integrated into the daily school schedule of four elementary schools within the cabrillo unified school district, primarily focusing on grades 2-3. The program utilizes a combination of classroom instruction, garden and food- based curriculum & activities focusing on health, environmental, & agricultural literacy. The heal project farm program: a hands-on environmental educational program available to school children of san mateo county. The program primarily benefits elementary school level but is open to grades k-12, providing opportunities to understand food systems & develop positive associations with fresh produce through planting, growing, harvesting and eating activities. (added for 19-20 "virtual elements were added to the farm program in response to the pandemic.")

Form 990, Part XI, Line 9

SMC OOS 4RS MEGA -6,516

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043766
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IRS990/ReconcilationRevenueExpnssAmt0-63216
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0383848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0363266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02449887
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01546
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04857
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0831
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0381
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt088404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt089876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0356581
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt051889
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt042379
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt056695
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt079123
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051898
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0281984
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01546
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04046
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99620
IRS990ScheduleA/PublicSupportPY509Pct00.99680
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0917858
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0551375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0505040
IRS990ScheduleA/Total509Grp/TotalAmt03088452
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0581422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0552206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0505421
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03100113
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05178
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt074932
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt080110
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013864
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12961
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05178
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051889
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE HEAL PROJECT SCHOOL PROGRAM: A COMPREHENSIVE HEALTH EDUCATION PROGRAM INTEGRATED INTO THE DAILY SCHOOL SCHEDULE OF FOUR ELEMENTARY SCHOOLS WITHIN THE CABRILLO UNIFIED SCHOOL DISTRICT, PRIMARILY FOCUSING ON GRADES 2-3. THE PROGRAM UTILIZES A COMBINATION OF CLASSROOM INSTRUCTION, GARDEN AND FOOD- BASED CURRICULUM & ACTIVITIES FOCUSING ON HEALTH, ENVIRONMENTAL, & AGRICULTURAL LITERACY. THE HEAL PROJECT FARM PROGRAM: A HANDS-ON ENVIRONMENTAL EDUCATIONAL PROGRAM AVAILABLE TO SCHOOL CHILDREN OF SAN MATEO COUNTY. THE PROGRAM PRIMARILY BENEFITS ELEMENTARY SCHOOL LEVEL BUT IS OPEN TO GRADES K-12, PROVIDING OPPORTUNITIES TO UNDERSTAND FOOD SYSTEMS & DEVELOP POSITIVE ASSOCIATIONS WITH FRESH PRODUCE THROUGH PLANTING, GROWING, HARVESTING AND EATING ACTIVITIES. (ADDED FOR 19-20 "VIRTUAL ELEMENTS WERE ADDED TO THE FARM PROGRAM IN RESPONSE TO THE PANDEMIC.")
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER AND BOOKKEEPER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SMC OOS 4RS MEGA -6,516
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SpecialConditionDesc0EXTENSION DUE TO CALIFORNIA DISASTER RELIEF
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0880316
IRS990/TotalAssetsGrp/BOYAmt0974858
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0105221
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0368192
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124550
IRS990/TotalFunctionalExpensesGrp/TotalAmt0597963
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021860
IRS990/TotalLiabilitiesEOYAmt016825
IRS990/TotalLiabilitiesGrp/BOYAmt021860
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0952998
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IRS990/TotalProgramServiceExpensesAmt0124550
IRS990/TotalProgramServiceRevenueAmt064506
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.10$0.60$5.50$7.74$7.77$0.03
2024Detailed filing. Detailed filing data is available for this year.$5.64$0.17$5.48$5.07$7.67$2.61
2023Detailed filing. Detailed filing data is available for this year.$8.19$0.16$8.03$6.65$7.27$0.62
2022Detailed filing. Detailed filing data is available for this year.$8.80$0.17$8.63$5.35$5.98$0.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.75$0.22$9.53$9.22$5.38$3.84
2020Detailed filing. Detailed filing data is available for this year.$6.43$0.74$5.69$5.81$5.20$0.61
2018Detailed filing. Detailed filing data is available for this year.$4.67$0.19$4.48$5.05$4.51$0.54
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.04$3.90$6.80$4.79$2.01
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.09$2.00$4.30$4.42$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.03$2.12$4.99$4.20$0.79
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$4.12$3.15$0.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$2.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.78$2.53