Civic Intelligence

The Oaks Academy Inc

990 • Fiscal year 2014 • EIN 35-2050595

Aug 01, 2013 to Jul 31, 2014 • Filed on Jun 15, 2015

Organization ProfileWWW.THEOAKSACADEMY.ORG

View Organization Page

2301 N Park AvenueSuite46205

(317) 931-3043

Siviq Scores

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

Liabilities / Assets

94th percentile

1.09x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

39th percentile

0.12x

Higher debt load relative to revenue than 39% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

40th percentile

0.4%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$172,397

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

70th percentile

9.7%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$694,115

Up $61,313 (+9.7%) from 2013

Net Assets

Up

-$64,531

Up $24,212 (+27%) from 2013

Liabilities

Up

$758,646

Up $37,101 (+5.1%) from 2013

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin40th percentile

Revenue

$6,372,815

No earlier filing loaded for comparison.

Expenses

Up

$6,349,178

Up $300,552 (+5.0%) from 2013

Net Income

$23,637

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $481,518Liabilities 2010: $458,527Net Assets 2010: $22,9912010Assets 2011: $635,844Liabilities 2011: $644,441Net Assets 2011: -$8,5972011Assets 2012: $440,295Liabilities 2012: $459,069Net Assets 2012: -$18,7742012Assets 2013: $632,802Liabilities 2013: $721,545Net Assets 2013: -$88,7432013Assets 2014: $694,115Liabilities 2014: $758,646Net Assets 2014: -$64,5312014Assets 2015: $2,437,118Liabilities 2015: $863,582Net Assets 2015: $1,573,5362015Assets 2016: $2,537,529Liabilities 2016: $971,613Net Assets 2016: $1,565,9162016Assets 2017: $2,917,867Liabilities 2017: $1,471,641Net Assets 2017: $1,446,2262017Assets 2018: $3,505,448Liabilities 2018: $1,470,277Net Assets 2018: $2,035,1712018Assets 2019: $3,207,577Liabilities 2019: $1,690,147Net Assets 2019: $1,517,4302019Assets 2020: $3,659,734Liabilities 2020: $4,096,857Net Assets 2020: -$437,1232020Assets 2021: $7,476,421Liabilities 2021: $3,925,817Net Assets 2021: $3,550,6042021Assets 2022: $6,235,160Liabilities 2022: $2,793,406Net Assets 2022: $3,441,7542022Assets 2023: $11,021,673Liabilities 2023: $3,402,982Net Assets 2023: $7,618,6912023Assets 2024: $13,395,745Liabilities 2024: $3,412,330Net Assets 2024: $9,983,4152024

Highlighted filing

2014

Assets$694,115
Liabilities$758,646
Net Assets-$64,531
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $6,019,2032010Expenses 2011: $4,328,6752011Expenses 2012: $4,421,8352012Expenses 2013: $6,048,6262013Revenue 2014: $6,372,815Expenses 2014: $6,349,178Net Income 2014: $23,6372014Revenue 2015: $9,077,739Expenses 2015: $7,439,672Net Income 2015: $1,638,0672015Revenue 2016: $9,207,586Expenses 2016: $9,215,206Net Income 2016: -$7,6202016Revenue 2017: $10,047,449Expenses 2017: $10,167,139Net Income 2017: -$119,6902017Revenue 2018: $11,302,865Expenses 2018: $10,713,920Net Income 2018: $588,9452018Revenue 2019: $11,669,918Expenses 2019: $12,194,557Net Income 2019: -$524,6392019Revenue 2020: $14,029,866Expenses 2020: $15,986,498Net Income 2020: -$1,956,6322020Revenue 2021: $17,454,996Expenses 2021: $13,503,869Net Income 2021: $3,951,1272021Revenue 2022: $16,432,812Expenses 2022: $16,539,604Net Income 2022: -$106,7922022Revenue 2023: $21,504,396Expenses 2023: $16,656,599Net Income 2023: $4,847,7972023Revenue 2024: $18,042,538Expenses 2024: $15,754,962Net Income 2024: $2,287,5762024

Highlighted filing

2014

Revenue$6,372,815
Expenses$6,349,178
Net Income$23,637
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jun 15, 2015
Return Version
2013v4.0
Gross Receipts
$6,372,815
Mission and Program Overview

Mission

The oaks academy offers an isacs (independent schools association of the central states) accredited liberal arts education for students from pre-kindergarten through eighth grade. The mission of the oaks is to be a christ-centered school that provides a rich, classical education to children of diverse racial and socioeconomic backgrounds, preparing them to succeed in a rigorous secondary educational program and to demonstrate spiritual, social and emotional maturity.

To provide a christ-centered school that exists to provide a rich, classical education to children of diverse racial and socioeconomic backgrounds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$340,885$348,231▲ $7,346
Land, Buildings, and Equipment, Net$140,696$159,610▲ $18,914
Prepaid Expenses and Deferred Charges$61,814$147,464▲ $85,650
Accounts Receivable$89,307$38,620▼ $50,687
Cash and Non-Interest-Bearing Accounts$100$190▲ $90
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$632,802$694,115▲ $61,313
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$482,457$520,118▲ $37,661
Accounts Payable and Accrued Expenses$239,088$238,528▼ $560
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$721,545$758,646▲ $37,101
Net Assets / Fund Balance
Temporarily Rstr Net Assets$101,747$89,245▼ $12,502
Permanently Rstr Net Assets$1,833$1,833→ $0
Unrestricted Net Assets$-192,323$-155,609▲ $36,714
Total Net Assets Fund Balance$-88,743$-64,531▲ $24,212
Total Liabilities and Net Assets / Fund Balance$632,802$694,115▲ $61,313

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$159,610$622,169$781,779
Other Land Buildings--$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,785-▼ $48-$1,737
2012$1,833-▼ $48-$1,785
2011$6,030-▼ $4,197-$1,833
2010$6,078-▼ $48-$6,030
2009$6,126-▼ $48-$6,078
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew HartHead of School, Fall CreekFT$153,013$19,384$172,397
Kelly AltmanHead of School, BrooksideFT$73,596$34,234$107,830
Laura GrammerAcademic DeanFT$92,566$5,066$97,632

Board Members and Trustees

NameTitle
Bryan BrennerChair
Steve WeyreterVice-chair
Dennis BarlowBoard
Greg EnasBoard
Helmi BantaBoard
Henry JanzenBoard
Joanna TaftBoard
Kurt MahrdtBoard
Lee LangeBoard
Pat DubachBoard
Tina GridironBoard
Tyler SadekBoard
David WilkinsonCFO (April 2014 - July 2014)
Anastasia Demos-millsSecretary
Layne HoekemaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$854,394
Program Service Revenue
$5,518,362
Investment Income
$59
Other Revenue
$0
All Other Contributions
$845,394
Change in Net Assets
$23,637

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$1,6600
Other Non Cash Contri Table1$1,5000
Other Non Cash Contri Table1$8620
Books and Publications-$530-
Other Non Cash Contri Table1$5150
Other Non Cash Contri Table1$4140
Other Non Cash Contri Table1$1720
Other Non Cash Contri Table1$1250
Other Non Cash Contri Table1$1150
Other Non Cash Contri Table1$330
Other Non Cash Contri Table1$200
Total Noncash Contributions10$5,946-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,000,924
Revenue Not Reported on Financial Statements
$371,891
Revenue Not Reported on Form 990
$575
Other Revenue Adjustments
$371,891
Total Revenue per Audited Statements
$6,001,499
Total Revenue per Form 990
$6,372,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,408,392
Other Expenses$1,568,895
Grants and Similar Amounts Paid$371,891
Total Fundraising Expense$242,473
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,789,697$255,058$143,470$3,188,225
Occupancy$509,950$46,624$26,226$582,800
Pension Plan Contributions$491,441$44,932$25,274$561,647
Current Officers, Directors, Trustees, and Key Employees$330,627$30,229$17,004$377,860
Grants to Domestic Individuals$371,891--$371,891
Other Employee Benefits$245,577$22,453$12,630$280,660
Office Expenses$128,307$11,731$6,599$146,637
Fees for Services Accounting$72,994$6,674$3,754$83,422
Depreciation Depletion$65,791$6,015$3,384$75,190
Insurance$34,990$3,199$1,799$39,988
Conferences and Meetings$22,506$2,058$1,157$25,721
Information Technology$21,669$1,981$1,114$24,764
Other Expenses$13,885--$13,885
All Other Expenses$8,233--$8,233
Fees for Services Other$1,208$110$62$1,380
Total Functional Expenses$5,675,641$431,064$242,473$6,349,178

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,349,178
Expenses per Audited Statements$5,977,287
Total Expenses per Audited Statements$5,977,287
Expenses Not Reported on Financial Statements$371,891
Other Expense Adjustments$371,891
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $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
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
35-2050595
In Care Of
% ANDREW HART
Phone
3179313043

Signing Officer

Name
Andrew Hart
Title
Head of School
Phone
3179313043
Signed
2015-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Hart
Formed
1998
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
104
Volunteers
50

Preparer

Preparer
Nicole B Fishback
Phone
3179313043
Supplemental Narrative

Additional Explanations

Process to Review the Form 990

“Form 990, part vi, question 11b a copy of the 990 is provided to the full board of directors prior to filing. The finance committee of the board will preform a detailed review and report their opinion to the full board at the next board meeting. The form 990 is also reviewed by an independent accounting firm.”

Process for Monitoring Compliance With Conflict of Interest Policy

“Form 990, part vi, question 12c the conflict of interest questionnaire is provided annually at the board retreat. The head of school and board chair review the responses and determine the appropriate action. Any board member with a conflict of interest does not participate in decision-making or vote on the related topic.”

Review of Top Management and Other Officer or Key Employees Compensation

“Form 990, part vi, question 15a & 15b using comparable data from the independent schools association of the central states, the executive committee reviews and approves the head of school's compensation. The last review was conducted in may 2014. The budget, executive, and finance committees review and approve officer compensation. The last review was conducted in june 2014. Discussion of compensation is noted in the board's minutes.”

Governing Documents, Conflict of Interest Policy, and Financial Statements

“Form 990, part vi, line 19 the organization's financial statements are available to all those who award the academy a grant. An annual report is compiled and sent out to donors each fiscal year. Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Scholarship Granting Organization

“Contributions and grants during the year, the oaks academy received $2,327,055 from various scholarship granting organizations. The use of these funds is restricted to student scholarships and per federal law is not recognized as contribution revenue thus not reported on the form 990. Individuals contributing to the organization through these vehicles receive specific tax benefits in the state of indiana.”

Financial Statement Notes

INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS

“Schedule d, part v, line 4 the oaks holds an investment in perpetuity, the income of which is expendable to support scholarships.”

FIN 48 Disclosure

“Schedule D, Part X Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Other Adjustments

“Schedule d, parts xi & xii, line 4b scholarships and grants-in-aid $ 371,891”

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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/Form990PartVIISectionAGrp/PersonNm17DAVID WILKINSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt14HEAD OF SCHOOL, FALL CREEK
IRS990/Form990PartVIISectionAGrp/TitleTxt15HEAD OF SCHOOL, BROOKSIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ACADEMIC DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO (April 2014 - July 2014)
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IRS990/GamingActivitiesInd0false
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt021669
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IRS990/InsuranceGrp/FundraisingAmt01799
IRS990/InsuranceGrp/ManagementAndGeneralAmt03199
IRS990/InsuranceGrp/ProgramServicesAmt034990
IRS990/InsuranceGrp/TotalAmt039988
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0159610
IRS990/LandBldgEquipCostOrOtherBssAmt0781779
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IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0THE OAKS ACADEMY OFFERS AN ISACS (INDEPENDENT SCHOOLS ASSOCIATION OF THE CENTRAL STATES) ACCREDITED LIBERAL ARTS EDUCATION FOR STUDENTS FROM PRE-KINDERGARTEN THROUGH EIGHTH GRADE. THE MISSION OF THE OAKS IS TO BE A CHRIST-CENTERED SCHOOL THAT PROVIDES A RICH, CLASSICAL EDUCATION TO CHILDREN OF DIVERSE RACIAL AND SOCIOECONOMIC BACKGROUNDS, PREPARING THEM TO SUCCEED IN A RIGOROUS SECONDARY EDUCATIONAL PROGRAM AND TO DEMONSTRATE SPIRITUAL, SOCIAL AND EMOTIONAL MATURITY.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt046624
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IRS990/OfficeExpensesGrp/FundraisingAmt06599
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011731
IRS990/OfficeExpensesGrp/ProgramServicesAmt0128307
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022453
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0245577
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IRS990/OtherExpensesGrp/ProgramServicesAmt313885
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IRS990/OtherExpensesGrp/TotalAmt1103534
IRS990/OtherExpensesGrp/TotalAmt2119630
IRS990/OtherExpensesGrp/TotalAmt313885
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02789697
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt044932
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0491441
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01833
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0147464
IRS990/PrincipalOfficerNm0ANDREW HART
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IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
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IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/Desc2AUXILIARY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3OTHER REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1162521
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2101136
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05251585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1162521

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$694,115
Liabilities
$758,646
Net assets
-$64,531
Revenue
$6,372,815
Expenses
$6,349,178
Net income
$23,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.4$3.41$9.98$18.0$15.8$2.29
2023Detailed filing. Detailed filing data is available for this year.$11.0$3.40$7.62$21.5$16.7$4.85
2022Detailed filing. Detailed filing data is available for this year.$6.24$2.79$3.44$16.4$16.5$0.11
2021Detailed filing. Detailed filing data is available for this year.$7.48$3.93$3.55$17.5$13.5$3.95
2020Detailed filing. Detailed filing data is available for this year.$3.66$4.10$0.44$14.0$16.0$1.96
2019Detailed filing. Detailed filing data is available for this year.$3.21$1.69$1.52$11.7$12.2$0.52
2018Detailed filing. Detailed filing data is available for this year.$3.51$1.47$2.04$11.3$10.7$0.59
2017Detailed filing. Detailed filing data is available for this year.$2.92$1.47$1.45$10.0$10.2$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.97$1.57$9.21$9.22$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.86$1.57$9.08$7.44$1.64
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.76$0.06$6.37$6.35$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.72$0.09$6.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.46$0.02$4.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.64$0.01$4.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.46$0.02$6.02