Civic Intelligence

Alpha Phi Foundation Inc.

990 • Fiscal year 2019 • EIN 36-3895478

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 06, 2020

Organization ProfileWWW.ALPHAPHIFOUNDATION.ORG
1930 Sherman AvenueEvanston, IL 60201

(847) 475-4532

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

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

Liabilities / Revenue

47th percentile

0.20x

Higher debt load relative to revenue than 47% of similar nonprofits.

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

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$22,942,160

Up $1,963,599 (+9.4%) from 2018

Net Assets

Up

$22,203,827

Up $2,440,822 (+12%) from 2018

Liabilities

Down

$738,333

Down $477,223 (-39%) from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin80th percentile

Revenue

Down

$3,757,678

Down $1,752,195 (-32%) from 2018

Expenses

Down

$2,938,318

Down $253,747 (-7.9%) from 2018

Net Income

Down

$819,360

Down $1,498,448 (-65%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$40M$30M$20M$10M$0Assets 2013: $11,577,185Liabilities 2013: $412,685Net Assets 2013: $11,164,5002013Assets 2014: $13,616,347Liabilities 2014: $624,101Net Assets 2014: $12,992,2462014Assets 2015: $13,929,085Liabilities 2015: $890,529Net Assets 2015: $13,038,5562015Assets 2016: $14,219,295Liabilities 2016: $591,679Net Assets 2016: $13,627,6162016Assets 2017: $17,746,497Liabilities 2017: $875,656Net Assets 2017: $16,870,8412017Assets 2018: $20,978,561Liabilities 2018: $1,215,556Net Assets 2018: $19,763,0052018Assets 2019: $22,942,160Liabilities 2019: $738,333Net Assets 2019: $22,203,8272019Assets 2020: $24,359,223Liabilities 2020: $1,431,076Net Assets 2020: $22,928,1472020Assets 2021: $30,132,695Liabilities 2021: $1,044,455Net Assets 2021: $29,088,2402021Assets 2022: $26,651,155Liabilities 2022: $1,639,909Net Assets 2022: $25,011,2462022Assets 2023: $25,092,722Liabilities 2023: $475,721Net Assets 2023: $24,617,0012023Assets 2024: $27,925,480Liabilities 2024: $1,045,020Net Assets 2024: $26,880,4602024Assets 2025: $28,536,677Liabilities 2025: $551,319Net Assets 2025: $27,985,3582025

Highlighted filing

2019

Assets$22,942,160
Liabilities$738,333
Net Assets$22,203,827
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0MExpenses 2013: $2,371,4122013Revenue 2014: $3,966,915Expenses 2014: $3,207,961Net Income 2014: $758,9542014Revenue 2015: $4,308,677Expenses 2015: $3,685,183Net Income 2015: $623,4942015Revenue 2016: $4,053,135Expenses 2016: $2,979,410Net Income 2016: $1,073,7252016Revenue 2017: $5,678,113Expenses 2017: $3,306,625Net Income 2017: $2,371,4882017Revenue 2018: $5,509,873Expenses 2018: $3,192,065Net Income 2018: $2,317,8082018Revenue 2019: $3,757,678Expenses 2019: $2,938,318Net Income 2019: $819,3602019Revenue 2020: $3,583,274Expenses 2020: $3,830,409Net Income 2020: -$247,1352020Revenue 2021: $4,608,658Expenses 2021: $2,955,336Net Income 2021: $1,653,3222021Revenue 2022: $5,758,361Expenses 2022: $4,719,304Net Income 2022: $1,039,0572022Revenue 2023: $3,926,787Expenses 2023: $6,028,158Net Income 2023: -$2,101,3712023Revenue 2024: $5,253,709Expenses 2024: $4,534,214Net Income 2024: $719,4952024Revenue 2025: $6,393,590Expenses 2025: $4,302,654Net Income 2025: $2,090,9362025

Highlighted filing

2019

Revenue$3,757,678
Expenses$2,938,318
Net Income$819,360
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 6, 2020
Return Version
2018v3.1
Gross Receipts
$11,062,866
Mission and Program Overview

Mission

Advancing women's lives through the power of philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,029,473$19,155,030▲ $2,125,557
Pledges and Grants Receivable$1,400,361$1,532,714▲ $132,353
Savings and Temporary Cash Investments$948,789$848,323▼ $100,466
Land, Buildings, and Equipment, Net$564,049$532,905▼ $31,144
Cash and Non-Interest-Bearing Accounts$611,626$443,614▼ $168,012
Prepaid Expenses and Deferred Charges$9,033$83,304▲ $74,271
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$20,978,561$22,942,160▲ $1,963,599
Other Assets Total$415,230$346,270▼ $68,960
Liabilities
Accounts Payable and Accrued Expenses$433,167$547,318▲ $114,151
Grants Payable$782,389$191,015▼ $591,374
Total Liabilities$1,215,556$738,333▼ $477,223
Net Assets / Fund Balance
Unrestricted Net Assets$11,911,557$13,708,282▲ $1,796,725
Permanently Rstr Net Assets$7,694,209$8,319,051▲ $624,842
Temporarily Rstr Net Assets$157,239$176,494▲ $19,255
Total Net Assets Fund Balance$19,763,005$22,203,827▲ $2,440,822
Total Liabilities and Net Assets / Fund Balance$20,978,561$22,942,160▲ $1,963,599

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$307,297$680,271$987,568
Other Land Buildings$28,489$266,128$295,536
Leasehold Improvements$179,570$25,423$204,993
Equipment$17,549$58,552$76,101

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$7,694,211$624,839--$8,319,050
2017$6,198,522$1,495,689--$7,694,211
2016$5,814,754$383,768--$6,198,522
2015$5,696,438$173,927▼ $55,611-$5,814,754
2014$4,089,540$1,664,765▼ $57,867-$5,696,438
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Amy PeeblesExecutive DirectorFT$126,000$126,000

Board Members and Trustees

NameTitle
May Beth TullyChairman
Colleen SirhalVice Chair
Gretchen AlarconDirector
Jenny HansenDirector
Rebecca Andrew ZanattaDirector
Susan McneiceDirector
Susan ZabriskieDirector
Jackee SchoolsEx-offcio
Coree SmithSecretary
Claire CostinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,655,976
Program Service Revenue
$20,693
Investment Income
$79,265
Other Revenue
$1,744
All Other Contributions
$3,655,976
Change in Net Assets
$819,360

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,757,678
Revenue Not Reported on Form 990
$1,621,462
Total Revenue per Audited Statements
$5,379,140
Total Revenue per Form 990
$3,757,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$1,330,733
Other Expenses$1,112,367
Grants and Similar Amounts Paid$1,008,151
Salaries, Compensation, and Employee Benefits$817,800
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$987,779--$987,779
Other Salaries and Wages$39,288$225,707$280,740$545,735
All Other Expenses$19,884$27,680$103,919$151,483
Information Technology$14,867$4,857$122,273$141,997
Current Officers, Directors, Trustees, and Key Employees$9,071$52,111$64,818$126,000
Fees for Services Other$1,854$12,257$97,685$111,796
Other Employee Benefits$23,440$1,655$62,891$87,986
Travel$8,433$1,044$51,996$61,473
Occupancy$14,033$5,430$32,997$52,460
Payroll Taxes$3,737$20,026$26,340$50,103
Depreciation Depletion-$43,862-$43,862
Other Expenses$363$3,404$31,706$35,473
Grants to Domestic Individuals$20,372--$20,372
Fees for Services Accounting-$17,710-$17,710
Office Expenses$2,408$3,981$9,778$16,167
Advertising-$3,091$10,705$13,796
Fees for Services Legal-$4,641$5,271$9,912
Pension Plan Contributions$1,581$5,333$1,062$7,976
Insurance-$2,167-$2,167
Total Functional Expenses$1,171,180$436,405$1,330,733$2,938,318

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,938,318
Total Expenses per Audited Statements$2,938,318
Total Expenses per Form 990$2,938,318
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Phi FraternityEvanston, IL--$793,929
University of Washington FounSeattle, WA--$50,389
University of Arizona FoundatTucson, AZ--$27,239
Bryan Health FoundationLincoln, NE--$26,613
American Heart AssociationDallas, TX--$25,828
Tallahassee Memorial HospitalTallahassee, FL--$21,360
University of UtahSalt Lake City, UT--$11,941
Creighton UniversityOmaha, NE--$10,671
Memorial Foundation of AllenWaterloo, IA--$9,030
Altru Health FoundatinGrand Forks, ND--$5,731
Iowa Heart FoundatonWest Des Moines, IA--$5,048
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
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
Audit committee
Yes
Backup withholding compliance
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
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 11B: Form 990 Review Process

“A copy of the 990 was given to the governing body for approval prior to being filed.”

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

“Staff, board directors, and committee members sign a form annually attesting that they have and will comply with the conflict of interest policy reviewed at the meeting.”

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

“The board of directors approves the salary of the executive director and key employees. The salaries and benefits are compared to other salaries in the industry and geographic location and are considered reasonable.”

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

“The board of directors approves the salary of the executive director and key employees. The salaries and benefits are compared to other salaries in the industry and geographic location and are considered reasonable.”

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

“The governing documents and financial statements of teh organization are available to the public upon request. Tax returns and some of the foundation's key polocies are also available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Alpha Phi Foundation Inc
EIN
36-3895478
Phone
8474754532
Address
1930 SHERMAN AVENUE, EVANSTON, IL 60201

Signing Officer

Name
Amy Peebles
Title
Executive Director
Signed
2020-04-06
Discuss with paid preparer
Yes

Organization Details

Formed
1956
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
12

Preparer

Firm
Caldwell Coren & Sceggel
Address
7900 S CASS AVENUE SUITE 170, DARIEN, IL 60561-5073
Preparer
Jonathan S Sceggel CPA MBA
Phone
6309602135
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: forget-me-not - grants paid to members of alpha phi fraternity and alumnae who are facing severe financial distress, serious health issues, consequences of natural disasters and urgent family crisis and to collegians who face an interruption of education due to unforseen personal or financial struggles. The grant is designed to provide temporary, short-term, financial assistance for an event or an unforseen circumstance. Fifty six grants awarded. Other program services 5: heart to heart awards are granted to hospitals, educational institutions and research organization perfoming work in the area of cardiac care and research. One grant was awarded”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Basis adjustment = -$42901”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds consist of four funds established for certain purposes. These purposes include scholarships, leadership training, direct assistance to alpha phi members and the preservation of the history of the alpha phi fraternity. The endowment funds shall be invested in reasonably prudent manner.”

Part X : FIN48 Footnote

“NOTE F - INCOME TAXESAccounting Standards Codification (ASC) 740, Income Taxes clarifies the accounting for uncertainty in income taxes recognized in the organizations financial statements. ASC 740 prescribes a more-likely-than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a liability arising from a tax position taken or expected to be taken. The organization has no tax positions at either June 30, 2019 and 2018 which give rise to such a liability.”

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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/Desc0INCLUDES EDUCATIONAL PROGRAMS, SUPPORT PROGRAMS AND LEADERSHIP TRAINING CONFERENCES FUNDED BY THE FOUNDATION AND PAID TO ALPHA PHI INTERNATIONAL FRATERNITY IN GRANTS. THESE PROGRAMS BENEFIT APPROXIMATELY 180,000 MEMBERS OF THE FRATERNITY. FOUNDATION FUNDED PROGRAMS INCLUDE EMERGING LEADERS INSTITUTE, A FIVE DAY PROGRAM FOR FRESHMEN AND SOPHOMORES DESIGNED TO HELP THESE WOMEN IDENTITFY THEIR LEADERSHIP SKILLS AND ABILITIES AND BETTER DEFINE THEIR VOICES AND LEADERSHIP FELLOWS - AN INTENSIVE, CAREER ORIENTED LEADERSHIP PROGRAM FOR JUNIORS, SENIORS, AND RECENT GRADUATES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/OfficeExpensesGrp/FundraisingAmt09778
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherChangesInNetAssetsAmt0-42901
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt062891
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01655
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt087986
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IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0292963
IRS990/OtherExpensesGrp/FundraisingAmt178690
IRS990/OtherExpensesGrp/FundraisingAmt256899
IRS990/OtherExpensesGrp/FundraisingAmt331706
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01449
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13404
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IRS990/OtherExpensesGrp/ProgramServicesAmt1363
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IRS990/OtherExpensesGrp/TotalAmt1104209
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0545735
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020026
IRS990/PayrollTaxesGrp/ProgramServicesAmt03737
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IRS990/PensionPlanContributionsGrp/FundraisingAmt01062
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05333
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01581
IRS990/PensionPlanContributionsGrp/TotalAmt07976
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07694209
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01400361
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01532714
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083304
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - MERIT AND NEED BASED EDUCATIONAL SCHOLARSHIPS ARE AWARDED TO COLLEGIATE AND ALUMNAE STUDENTS BASED ON ACADEMIC ACHIEVEMENT, ORGANIZATIONAL AND COMMUNITY ACTIVITY, AND REFERENCE AND PERSONAL ESSAYS. APPROXIMATELY 70 SCHOLARSHIPS WERE AWARDED IN 2019.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0386144
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0370180
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0281053
IRS990/ProgSrvcAccomActy3Grp/Desc0HEART TO HEART AWARDS ARE GRANTED TO HOSPITALS, EDUCATIONAL INSTITUTIONS AND RESEARCH ORGANIZATION PERFOMING WORK IN THE AREA OF CARDIAC CARE AND RESEARCH. ONE GRANT WAS AWARDED
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt0100000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt023246
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IRS990/PYTotalRevenueAmt05509873
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt050674
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$22,942,160
Liabilities
$738,333
Net assets
$22,203,827
Revenue
$3,757,678
Expenses
$2,938,318
Net income
$819,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.5$0.55$28.0$6.39$4.30$2.09
2024Detailed filing. Detailed filing data is available for this year.$27.9$1.05$26.9$5.25$4.53$0.72
2023Detailed filing. Detailed filing data is available for this year.$25.1$0.48$24.6$3.93$6.03$2.10
2022Detailed filing. Detailed filing data is available for this year.$26.7$1.64$25.0$5.76$4.72$1.04
2021Detailed filing. Detailed filing data is available for this year.$30.1$1.04$29.1$4.61$2.96$1.65
2020Detailed filing. Detailed filing data is available for this year.$24.4$1.43$22.9$3.58$3.83$0.25
2019Detailed filing. Detailed filing data is available for this year.$22.9$0.74$22.2$3.76$2.94$0.82
2018Detailed filing. Detailed filing data is available for this year.$21.0$1.22$19.8$5.51$3.19$2.32
2017Detailed filing. Detailed filing data is available for this year.$17.7$0.88$16.9$5.68$3.31$2.37
2016Detailed filing. Detailed filing data is available for this year.$14.2$0.59$13.6$4.05$2.98$1.07
2015Detailed filing. Detailed filing data is available for this year.$13.9$0.89$13.0$4.31$3.69$0.62
2014Detailed filing. Detailed filing data is available for this year.$13.6$0.62$13.0$3.97$3.21$0.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.41$11.2$2.37