Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2021 • EIN 27-3018135

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2023

Organization ProfileWWW.CONFLUENCEPHILANTHROPY.ORG

View Organization Page

215 Lexington Ave 10th FloorNew York, NY 10016

(917) 997-6577

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Balance Sheet

Assets

Up

$2,443,655

Up $1,648,318 (+207%) from 2019

Net Assets

Up

$2,110,874

Up $1,493,408 (+242%) from 2019

Liabilities

Up

$332,781

Up $154,910 (+87%) from 2019

Revenue And Expenses

Revenue

Up

$2,622,242

Up $907,088 (+53%) from 2019

Expenses

Down

$1,512,875

Down $133,495 (-8.1%) from 2019

Net Income

Up

$1,109,367

Up $1,040,583 (+1513%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $213,119Liabilities 2013: $31,132Net Assets 2013: $181,9872013Assets 2014: $227,710Liabilities 2014: $4,480Net Assets 2014: $223,2302014Assets 2015: $250,355Liabilities 2015: $24,643Net Assets 2015: $225,7122015Assets 2016: $674,990Liabilities 2016: $96,656Net Assets 2016: $578,3342016Assets 2018: $740,444Liabilities 2018: $191,762Net Assets 2018: $548,6822018Assets 2019: $795,337Liabilities 2019: $177,871Net Assets 2019: $617,4662019Assets 2021: $2,455,655Liabilities 2021: $322,307Net Assets 2021: $2,133,3482021Assets 2021: $2,443,655Liabilities 2021: $332,781Net Assets 2021: $2,110,8742021Assets 2022: $2,528,677Liabilities 2022: $376,437Net Assets 2022: $2,152,2402022Assets 2023: $2,635,091Liabilities 2023: $376,440Net Assets 2023: $2,258,6512023Assets 2024: $2,573,326Liabilities 2024: $497,792Net Assets 2024: $2,075,5342024

Highlighted filing

2021

Assets$2,443,655
Liabilities$332,781
Net Assets$2,110,874
Open 2021 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $394,9242013Revenue 2014: $510,146Expenses 2014: $468,965Net Income 2014: $41,1812014Revenue 2015: $629,870Expenses 2015: $627,388Net Income 2015: $2,4822015Revenue 2016: $1,104,977Expenses 2016: $752,355Net Income 2016: $352,6222016Revenue 2018: $1,383,475Expenses 2018: $1,403,720Net Income 2018: -$20,2452018Revenue 2019: $1,715,154Expenses 2019: $1,646,370Net Income 2019: $68,7842019Revenue 2021: $2,622,242Expenses 2021: $1,490,400Net Income 2021: $1,131,8422021Revenue 2021: $2,622,242Expenses 2021: $1,512,875Net Income 2021: $1,109,3672021Revenue 2022: $2,376,409Expenses 2022: $2,335,059Net Income 2022: $41,3502022Revenue 2023: $2,376,299Expenses 2023: $2,278,807Net Income 2023: $97,4922023Revenue 2024: $2,556,995Expenses 2024: $2,532,330Net Income 2024: $24,6652024

Highlighted filing

2021

Revenue$2,622,242
Expenses$1,512,875
Net Income$1,109,367
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2023
Return Version
2020v4.2
Gross Receipts
$2,622,242
Mission and Program Overview

Mission

The organizations mission is to provide a network of foundations and non-profits that practice mission related investing. By providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related investing.

Confluence philanthropy's mission is to transform the practice of investing by aligning capital with our community's values of sustainability, equity, and justice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$894,391$1,618,304▲ $723,913
Accounts Receivable$214,375$604,335▲ $389,960
Investments Other Securities$153,947$175,440▲ $21,493
Prepaid Expenses and Deferred Charges$7,381$38,686▲ $31,305
Land, Buildings, and Equipment, Net$3,516$6,890▲ $3,374
Total Assets$1,280,512$2,443,655▲ $1,163,143
Other Assets Total$6,902--
Liabilities
Accounts Payable and Accrued Expenses$114,532$182,234▲ $67,702
Deferred Revenue$179,250--
Unsecured Notes Loans Payable-$149,797-
Other Liabilities$1,000$750▼ $250
Total Liabilities$294,782$332,781▲ $37,999
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$757,015$1,422,004▲ $664,989
Net Assets With Donor Restrictions$228,715$688,870▲ $460,155
Total Net Assets Fund Balance$985,730$2,110,874▲ $1,125,144
Total Liabilities and Net Assets / Fund Balance$1,280,512$2,443,655▲ $1,163,143

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,890$12,362$19,252
Other Securities$175,440--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCEO SecretaryFT$190,589$21,490$212,079
David EstradaManaging DirectorFT$142,344$21,255$163,599

Board Members and Trustees

NameTitle
Stacey FaellaAudit Committee Chair
Dan ChuBoard Chair
Ivan FrishbergVice Chair
Bob BancroftDirector
Danny KennedyDirector
Diana TrumpDirector
Fatima AngelesDirector
Greg RatliffDirector
Jeff RosenDirector
Mark SpaldingDirector
Kathleen SimpsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Edie FarwellConsulting30 LINDEN ROAD, Hartland, VT 05048$111,600
Revenue and Support

Revenue Composition

Contributions and Grants
$2,479,501
Program Service Revenue
$131,478
Investment Income
$965
Other Revenue
$10,298
All Other Contributions
$1,479,626
Change in Net Assets
$1,109,367

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,622,242
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$15,777
Total Revenue per Audited Statements
$2,638,019
Total Revenue per Form 990
$2,622,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$780,354
Other Expenses$732,521
Total Fundraising Expense$165,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$359,418$37,111$82,504$479,033
Fees for Services Other$391,762$7,413$16,481$415,656
Current Officers, Directors, Trustees, and Key Employees$167,871$17,333$38,534$223,738
Fees for Services Accounting-$144,564-$144,564
Occupancy$62,398$6,443$14,323$83,164
Conferences and Meetings$56,986--$56,986
Payroll Taxes$35,457$3,661$8,139$47,257
Information Technology$27,544$2,752$6,119$36,415
Other Employee Benefits$22,753$2,346$5,227$30,326
Fees for Services Legal-$16,134-$16,134
Office Expenses$7,083$2,710$1,626$11,419
Travel$2,272--$2,272
Depreciation Depletion$924$98$209$1,231
Other Expenses$-41,363$-4,271$-9,495$-55,129
Total Functional Expenses$1,098,962$248,900$165,013$1,512,875

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,512,875
Total Expenses per Audited Statements$1,512,875
Total Expenses per Form 990$1,512,875
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$750
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 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
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, Section B, Line 11B

“A draft of the form 990 is provided to officers for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and trustees were required to disclose annually any interests that could give rise to confilicts. The organization regularly and consistently monitors and enforces compliance with this policy.”

Form 990, Part VI, Section B, Line 15A

“The process for determining compensation for the organization's ceo included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Confluence Philanthropy Inc
EIN
27-3018135
Phone
9179976577
Address
215 LEXINGTON AVE 10TH FLOOR, NEW YORK, NY 10016

Signing Officer

Name
Dana Lanza
Title
CEO
Phone
9179750191
Signed
2023-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Lanza
Formed
2010
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
11
Employees
10
Volunteers
11

Preparer

Firm
Snyder Cohn Pc
Address
11200 ROCKVILLE PIKE SUITE 415, NORTH BETHESDA, MD 20852
Preparer
Keith Jennings
Phone
3016526700
Supplemental Narrative

Additional Explanations

Form 990, Part I, Box B

“Form 990 was amended to reflect adjustments made during financial statement audit completed after original 990 filing. Changes to originally filed 990 include reclassificaiton of $350,391 from unrestricted to restricted net assets, reclassification of $29,548 from a/r to prepaid expenses, accrual of professional fees due for fy 2020 to ap, reclassification of $12,000 of grant income deemed uncollectable to bad debts expense, as well as changes to the functional expense allocations for payroll, payroll benefits, payroll taxes and occupancy expenses.”

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 391,762. Management and general expenses 7,413. Fundraising expenses 16,481. Total expenses 415,656.”

FORM 990, PART XII, LINE 2:

“The organization has engaged an independent accounting firm to audit this fiscal year's financial statements however, the audit had not been completed as of the date of the original filing”

Financial Statement Notes

PART X, LINE 2:

“The organization accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax effect is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for uncertain tax positions. Interest and penalties, if any, are accrued as a component of general and administrative expenses when assessed. The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and classified by the internal revenue service as other than a private foundation. Similar to other tax-exempt organizations, the organization is subject to tax on unrelated business income. Tax years prior to 2018 are no longer subject to examination by taxing authorities.”

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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CONFLUENCE PHILANTHROPY'S MISSION IS TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06784
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06784
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt015777
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0757015
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01422004
IRS990/NoncashContributionsAmt05137
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt014323
IRS990/OccupancyGrp/ManagementAndGeneralAmt06443
IRS990/OccupancyGrp/ProgramServicesAmt062398
IRS990/OccupancyGrp/TotalAmt083164
IRS990/OfficeExpensesGrp/FundraisingAmt01626
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02710
IRS990/OfficeExpensesGrp/ProgramServicesAmt07083
IRS990/OfficeExpensesGrp/TotalAmt011419
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06902
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05227
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02346
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt022753
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030326
IRS990/OtherExpensesGrp/Desc0BAD DEBTS EXPENSE
IRS990/OtherExpensesGrp/Desc1INSURANCE
IRS990/OtherExpensesGrp/Desc2SEMINARS & TRAINING
IRS990/OtherExpensesGrp/Desc3401K FORFEITURES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt1828
IRS990/OtherExpensesGrp/FundraisingAmt2518
IRS990/OtherExpensesGrp/FundraisingAmt3-9495
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1373
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2233
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-4271
IRS990/OtherExpensesGrp/ProgramServicesAmt03601
IRS990/OtherExpensesGrp/ProgramServicesAmt12256
IRS990/OtherExpensesGrp/ProgramServicesAmt2-41363
IRS990/OtherExpensesGrp/TotalAmt012000
IRS990/OtherExpensesGrp/TotalAmt14802
IRS990/OtherExpensesGrp/TotalAmt23007
IRS990/OtherExpensesGrp/TotalAmt3-55129
IRS990/OtherLiabilitiesGrp/BOYAmt01000
IRS990/OtherLiabilitiesGrp/EOYAmt0750
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt03514
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IRS990/OtherRevenueTotalAmt03514
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt082504
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037111
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0359418
IRS990/OtherSalariesAndWagesGrp/TotalAmt0479033
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08139
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03661
IRS990/PayrollTaxesGrp/ProgramServicesAmt035457
IRS990/PayrollTaxesGrp/TotalAmt047257
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07381
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038686
IRS990/PrincipalOfficerNm0DANA LANZA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19737
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0121741
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19737
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0409600
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01568
IRS990/PYOtherExpensesAmt0763787
IRS990/PYOtherRevenueAmt043073
IRS990/PYProgramServiceRevenueAmt01462595
IRS990/PYRevenuesLessExpensesAmt0368264
IRS990/PYSalariesCompEmpBnftPaidAmt0784785
IRS990/PYTotalExpensesAmt01548572
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01916836
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01109367
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06784
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0131478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02479507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01669225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01236690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0915551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0840528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07141501
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01568
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0656
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78520
IRS990ScheduleA/PublicSupportPY170Pct00.74570
IRS990ScheduleA/PublicSupportTotal170Amt06815816
IRS990ScheduleA/SubstantialContributorsTotAmt0325685
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02479507
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07141501
IRS990ScheduleA/TotalSupportAmt08680481
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0750
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0175440
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,443,655
Liabilities
$332,781
Net assets
$2,110,874
Revenue
$2,622,242
Expenses
$1,512,875
Net income
$1,109,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.50$2.08$2.56$2.53$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.38$2.26$2.38$2.28$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.38$2.15$2.38$2.34$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.32$2.13$2.62$1.49$1.13
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.33$2.11$2.62$1.51$1.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.18$0.62$1.72$1.65$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.19$0.55$1.38$1.40$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.58$1.10$0.75$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.23$0.63$0.63$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.22$0.51$0.47$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.39