Civic Intelligence

Lima Convalescent Home Foundation Inc.

990 • Fiscal year 2019 • EIN 34-4473976

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 14, 2020

Organization ProfileWWW.LIMACH.COM

View Organization Page

1650 Allentown RoadLima, OH 45805

(419) 224-9741

Siviq Scores

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

Liabilities / Assets

77th percentile

0.57x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.85x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

19th percentile

-7.5%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$98,522

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-6.3%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$12,108,873

Up $2,280,182 (+23%) from 2018

Net Assets

Down

$5,186,941

Down $1,129,833 (-18%) from 2018

Liabilities

Up

$6,921,932

Up $3,410,015 (+97%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin19th percentile

Revenue

Down

$8,121,357

Down $549,601 (-6.3%) from 2018

Expenses

Up

$8,728,210

Up $67,482 (+0.8%) from 2018

Net Income

Down

-$606,853

Down $617,083 (-6032%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,514,865Liabilities 2010: $3,468,875Net Assets 2010: $4,045,9902010Assets 2011: $7,597,732Liabilities 2011: $3,358,813Net Assets 2011: $4,238,9192011Assets 2012: $7,449,085Liabilities 2012: $2,938,025Net Assets 2012: $4,511,0602012Assets 2013: $7,598,566Liabilities 2013: $2,809,149Net Assets 2013: $4,789,4172013Assets 2014: $7,678,700Liabilities 2014: $2,769,541Net Assets 2014: $4,909,1592014Assets 2015: $7,994,073Liabilities 2015: $2,662,880Net Assets 2015: $5,331,1932015Assets 2016: $7,899,786Liabilities 2016: $2,403,787Net Assets 2016: $5,495,9992016Assets 2017: $8,580,342Liabilities 2017: $2,297,165Net Assets 2017: $6,283,1772017Assets 2018: $9,828,691Liabilities 2018: $3,511,917Net Assets 2018: $6,316,7742018Assets 2019: $12,108,873Liabilities 2019: $6,921,932Net Assets 2019: $5,186,9412019Assets 2020: $14,828,146Liabilities 2020: $9,074,670Net Assets 2020: $5,753,4762020Assets 2021: $13,551,753Liabilities 2021: $7,402,535Net Assets 2021: $6,149,2182021Assets 2022: $12,390,641Liabilities 2022: $6,083,023Net Assets 2022: $6,307,6182022Assets 2023: $14,695,245Liabilities 2023: $6,017,310Net Assets 2023: $8,677,9352023Assets 2024: $14,468,107Liabilities 2024: $5,994,875Net Assets 2024: $8,473,2322024Assets 2025: $14,257,294Liabilities 2025: $5,726,288Net Assets 2025: $8,531,0062025

Highlighted filing

2019

Assets$12,108,873
Liabilities$6,921,932
Net Assets$5,186,941
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,986,3322010Expenses 2011: $6,974,6542011Expenses 2012: $7,170,2312012Expenses 2013: $7,325,5732013Revenue 2014: $7,611,801Expenses 2014: $7,581,148Net Income 2014: $30,6532014Revenue 2015: $7,985,935Expenses 2015: $7,423,089Net Income 2015: $562,8462015Revenue 2016: $8,011,715Expenses 2016: $7,972,147Net Income 2016: $39,5682016Revenue 2017: $9,203,751Expenses 2017: $8,158,054Net Income 2017: $1,045,6972017Revenue 2018: $8,670,958Expenses 2018: $8,660,728Net Income 2018: $10,2302018Revenue 2019: $8,121,357Expenses 2019: $8,728,210Net Income 2019: -$606,8532019Revenue 2020: $10,471,953Expenses 2020: $9,669,330Net Income 2020: $802,6232020Revenue 2021: $10,394,071Expenses 2021: $10,805,475Net Income 2021: -$411,4042021Revenue 2022: $10,131,604Expenses 2022: $10,328,131Net Income 2022: -$196,5272022Revenue 2023: $13,577,418Expenses 2023: $11,481,100Net Income 2023: $2,096,3182023Revenue 2024: $11,039,350Expenses 2024: $11,509,125Net Income 2024: -$469,7752024Revenue 2025: $11,866,478Expenses 2025: $11,996,118Net Income 2025: -$129,6402025

Highlighted filing

2019

Revenue$8,121,357
Expenses$8,728,210
Net Income-$606,853
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 14, 2020
Return Version
2018v3.2
Gross Receipts
$8,251,339
Mission and Program Overview

Mission

To provide high quality services at an affordable cost for both an assisted living complex and a nursing home facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,698,090$8,332,929▲ $2,634,839
Investments in Publicly Traded Securities$1,955,582$2,006,864▲ $51,282
Accounts Receivable$683,670$807,297▲ $123,627
Cash and Non-Interest-Bearing Accounts$919,048$444,731▼ $474,317
Intangible Assets$229,874$229,874→ $0
Prepaid Expenses and Deferred Charges$147,676$130,129▼ $17,547
Savings and Temporary Cash Investments$53,047$73,784▲ $20,737
Pledges and Grants Receivable$111,533$49,150▼ $62,383
Inventories for Sale or Use$30,171$34,115▲ $3,944
Total Assets$9,828,691$12,108,873▲ $2,280,182
Liabilities
Tax Exempt Bond Liabilities$2,782,466$5,620,298▲ $2,837,832
Accounts Payable and Accrued Expenses$689,659$717,244▲ $27,585
Other Liabilities$39,792$584,390▲ $544,598
Total Liabilities$3,511,917$6,921,932▲ $3,410,015
Net Assets / Fund Balance
Unrestricted Net Assets$6,043,931$4,874,584▼ $1,169,347
Temporarily Rstr Net Assets$272,843$312,357▲ $39,514
Total Net Assets Fund Balance$6,316,774$5,186,941▼ $1,129,833
Total Liabilities and Net Assets / Fund Balance$9,828,691$12,108,873▲ $2,280,182

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,624,009$5,605,169$13,229,178
Equipment$610,544$2,587,678$3,198,222
Land$98,376-$98,376
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
-Executive DiFT$98,522$98,522

Board Members and Trustees

NameTitle
Nancy RudoplhPresident
Brad RoushBoard Member
Carl BergerBoard Member
Christine ProvasnikBoard Member
Don FischerBoard Member
Doug AdamsBoard Member
Jim EatonBoard Member
Linda Hovest-bloomfieldBoard Member
Melissa HarveyBoard Member
Rich KortokraxBoard Member
Richard ShroederBoard Member
Robert KomminskBoard Member
Margaret WhitlatchAsst Secreta
John StedkeAsst Treasur
Anne DeckerSecretary
Phil TruebloodTreasurer
Warner KuglarVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Ha DorestenGeneral Contrac146 N MAIN STREET, Minster, OH 45865$2,363,427
Morrison Community LivingFoodPO BOX 102289, Atlanta, GA 30368$1,027,501
Health Pro RehabilitationTherapy16600 SPRAGUE RD SUITE 365, Middleburg Hts, OH 44130$599,203
Senior Pharmacy ServicesPharmacy34099 MELINZ PARKWAY, Eastlake, OH 44095$171,665
Revenue and Support

Revenue Composition

Contributions and Grants
$148,103
Program Service Revenue
$7,916,705
Investment Income
$54,678
Other Revenue
$1,871
All Other Contributions
$148,103
Change in Net Assets
$-606,853

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,121,357
Total Revenue per Audited Statements
$8,121,357
Total Revenue per Form 990
$8,121,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,539,375
Salaries, Compensation, and Employee Benefits$4,188,835
Total Fundraising Expense$8,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,050,327$255,218$8,038$3,313,583
Fees for Services Other$667,658--$667,658
Other Employee Benefits$487,254$56,357-$543,611
Depreciation Depletion$224,291$4,577-$228,868
Payroll Taxes$189,659$21,936-$211,595
All Other Expenses$159,002$4,651-$163,653
Occupancy$141,175$2,881-$144,056
Other Expenses$115,151$110,335-$115,151
Current Officers, Directors, Trustees, and Key Employees-$98,522-$98,522
Insurance$72,518$8,388-$80,906
Advertising$75,390--$75,390
Information Technology$65,167$1,330-$66,497
Fees for Services Management-$61,317-$61,317
Interest$35,909$733-$36,642
Office Expenses$30,541$3,533-$34,074
Pension Plan Contributions$19,293$2,231-$21,524
Fees for Services Accounting-$20,950-$20,950
Travel$13,096$1,455-$14,551
Fees for Services Legal-$13,579-$13,579
Fees for Service Investment Mgmnt Fees-$12,980-$12,980
Conferences and Meetings$1,549--$1,549
Total Functional Expenses$8,039,199$680,973$8,038$8,728,210

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,728,210
Total Expenses per Audited Statements$8,728,210
Total Expenses per Form 990$8,728,210
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Margaret WhitlatchBoard MemberMarketingNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligation Under Interest Rate Swap$570,191
Lochhaven Security Deposits$8,170
Lima Convalescent Resident Trust$6,029

Bond Issues

BondIssuerIssuedIssue PricePurpose
AVillage of Elida Ohio2018-03-29$6,200,000SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,200,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
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
Yes
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, Page 6, Part VI, Line 11B

“The form 990 is not reviewed by the governing body before filing but is reviewed by the executive director.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is reviewed annually with all board members and key personnel.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's compensation is determined by considering the market value of services performed and a performance review.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Lima Convalescent Home
EIN
34-4473976
Phone
4192249741
Address
1650 ALLENTOWN ROAD, LIMA, OH 45805

Signing Officer

Name
Nancy Rudoplh
Title
President
Phone
4192249741
Signed
2020-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Rudoplh
Formed
1951
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
171
Volunteers
9

Preparer

Firm
STROH JOHNSON & COMPANY LLP CPA'S
Address
1201 DEFIANCE ST, WAPAKONETA, OH 45895-1059
Preparer
John D Johnson CPA
Phone
4197389661
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in est fair value of interst rate swap 0 contract -553,329 total -553,329”

Raw XML AppendixShowing 400 of 625 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/Form990PartVIISectionAGrp/PersonNm7MELISSA HARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT KOMMINSK
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IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTINE PROVASNIK
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IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASST TREASUR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DI
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt066497
IRS990/InsuranceGrp/ManagementAndGeneralAmt08388
IRS990/InsuranceGrp/ProgramServicesAmt072518
IRS990/InsuranceGrp/TotalAmt080906
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IRS990/IntangibleAssetsGrp/EOYAmt0229874
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IRS990/InterestGrp/ProgramServicesAmt035909
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt034115
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056196
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt02006864
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IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HIGH QUALITY SERVICES AT AN AFFORDABLE COST FOR BOTH AN ASSISTED LIVING COMPLEX AND A NURSING HOME FACILITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1518
IRS990/NetUnrlzdGainsLossesInvstAmt030349
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02881
IRS990/OccupancyGrp/ProgramServicesAmt0141175
IRS990/OccupancyGrp/TotalAmt0144056
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03533
IRS990/OfficeExpensesGrp/ProgramServicesAmt030541
IRS990/OfficeExpensesGrp/TotalAmt034074
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt056357
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0487254
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IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2LICENSES AND DUES
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
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IRS990/OtherExpensesGrp/ProgramServicesAmt1565423
IRS990/OtherExpensesGrp/ProgramServicesAmt2388465
IRS990/OtherExpensesGrp/ProgramServicesAmt3115151
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IRS990/OtherExpensesGrp/TotalAmt1565423
IRS990/OtherExpensesGrp/TotalAmt2388465
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IRS990/ProgramServiceRevenueGrp/Desc2SPECIAL TREATMENT
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11873953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2202199
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATES LOCHAVEN APARTMENTS, RENTING 59 APARTMENTS TO INDEPENDENT SENIOR CITIZENS AND PROVIDES LIMITED MEDICAL ASSISTANCE. SERVICES PROVIDED TO RESIDENTS INCLUDE MEALS, HEALTH CARE MONITORING, SECURITY, EMERGENCY RESPONSE, AND OTHER GENERAL SERVICES
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01873953
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IRS990/PYOtherExpensesAmt04614358
IRS990/PYOtherRevenueAmt052727
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IRS990/PYTotalRevenueAmt08670958
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,108,873
Liabilities
$6,921,932
Net assets
$5,186,941
Revenue
$8,121,357
Expenses
$8,728,210
Net income
-$606,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.3$5.73$8.53$11.9$12.0$0.13
2024Detailed filing. Detailed filing data is available for this year.$14.5$5.99$8.47$11.0$11.5$0.47
2023Detailed filing. Detailed filing data is available for this year.$14.7$6.02$8.68$13.6$11.5$2.10
2022Detailed filing. Detailed filing data is available for this year.$12.4$6.08$6.31$10.1$10.3$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$7.40$6.15$10.4$10.8$0.41
2020Detailed filing. Detailed filing data is available for this year.$14.8$9.07$5.75$10.5$9.67$0.80
2019Detailed filing. Detailed filing data is available for this year.$12.1$6.92$5.19$8.12$8.73$0.61
2018Detailed filing. Detailed filing data is available for this year.$9.83$3.51$6.32$8.67$8.66$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.58$2.30$6.28$9.20$8.16$1.05
2016Detailed filing. Detailed filing data is available for this year.$7.90$2.40$5.50$8.01$7.97$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.99$2.66$5.33$7.99$7.42$0.56
2014Detailed filing. Detailed filing data is available for this year.$7.68$2.77$4.91$7.61$7.58$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$2.81$4.79$7.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.45$2.94$4.51$7.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$3.36$4.24$6.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$3.47$4.05$6.99