Civic Intelligence

Orchard Valley Apartments Inc

990 • Fiscal year 2018 • EIN 39-1338423

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

Organization ProfileN/A
4801 Tradewinds ParkwayManitowoc, WI 53718

(608) 258-2080

Siviq Scores

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

Liabilities / Assets

98th percentile

1.89x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

2.62x

Higher debt load relative to revenue than 98% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

3.5%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$452,766

Down $2,230 (-0.5%) from 2017

Net Assets

Up

-$401,280

Up $20,432 (+4.8%) from 2017

Liabilities

Down

$854,046

Down $22,662 (-2.6%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin57th percentile

Revenue

Up

$325,774

Up $10,970 (+3.5%) from 2017

Expenses

Down

$305,342

Down $68,969 (-18%) from 2017

Net Income

Up

$20,432

Up $79,939 (+134%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.0M$500K$0-$500KAssets 2011: $690,734Liabilities 2011: $972,570Net Assets 2011: -$281,8362011Assets 2012: $675,751Liabilities 2012: $963,924Net Assets 2012: -$288,1732012Assets 2013: $662,712Liabilities 2013: $942,364Net Assets 2013: -$279,6522013Assets 2014: $639,764Liabilities 2014: $946,173Net Assets 2014: -$306,4092014Assets 2015: $585,727Liabilities 2015: $919,769Net Assets 2015: -$334,0422015Assets 2016: $556,156Liabilities 2016: $918,361Net Assets 2016: -$362,2052016Assets 2017: $454,996Liabilities 2017: $876,708Net Assets 2017: -$421,7122017Assets 2018: $452,766Liabilities 2018: $854,046Net Assets 2018: -$401,2802018Assets 2019: $468,543Liabilities 2019: $827,381Net Assets 2019: -$358,8382019Assets 2020: $451,866Liabilities 2020: $796,272Net Assets 2020: -$344,4062020Assets 2021: $462,917Liabilities 2021: $819,428Net Assets 2021: -$356,5112021Assets 2022: $540,991Liabilities 2022: $820,197Net Assets 2022: -$279,2062022Assets 2023: $680,050Liabilities 2023: $797,663Net Assets 2023: -$117,6132023Assets 2024: $842,495Liabilities 2024: $897,754Net Assets 2024: -$55,2592024

Highlighted filing

2018

Assets$452,766
Liabilities$854,046
Net Assets-$401,280
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $245,5302011Revenue 2012: $242,630Expenses 2012: $248,967Net Income 2012: -$6,3372012Revenue 2013: $243,092Expenses 2013: $234,571Net Income 2013: $8,5212013Revenue 2014: $238,859Expenses 2014: $265,616Net Income 2014: -$26,7572014Revenue 2015: $247,475Expenses 2015: $275,108Net Income 2015: -$27,6332015Revenue 2016: $276,305Expenses 2016: $304,468Net Income 2016: -$28,1632016Revenue 2017: $314,804Expenses 2017: $374,311Net Income 2017: -$59,5072017Revenue 2018: $325,774Expenses 2018: $305,342Net Income 2018: $20,4322018Revenue 2019: $333,271Expenses 2019: $290,829Net Income 2019: $42,4422019Revenue 2020: $362,743Expenses 2020: $348,311Net Income 2020: $14,4322020Revenue 2021: $379,216Expenses 2021: $391,321Net Income 2021: -$12,1052021Revenue 2022: $380,044Expenses 2022: $302,739Net Income 2022: $77,3052022Revenue 2023: $432,752Expenses 2023: $271,159Net Income 2023: $161,5932023Revenue 2024: $401,014Expenses 2024: $338,660Net Income 2024: $62,3542024

Highlighted filing

2018

Revenue$325,774
Expenses$305,342
Net Income$20,432
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$325,774
Mission and Program Overview

Mission

The mission of orchard valley apartments, inc. Is to provide elderly and handicapped persons with housing and services specially designed to meet their physical, social and psychological needs, and promote their health, security, happiness and usefulness in longer living.

Provide affordable housing to low income, elderly and handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$346,773$315,414▼ $31,359
Savings and Temporary Cash Investments$46,371$64,255▲ $17,884
Prepaid Expenses and Deferred Charges$6,416$7,747▲ $1,331
Accounts Receivable$2,411$2,126▼ $285
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$454,996$452,766▼ $2,230
Other Assets Total$52,825$63,024▲ $10,199
Liabilities
Mortgage Notes Payable Secured by Investment Property$830,453$809,941▼ $20,512
Accounts Payable and Accrued Expenses$30,256$26,014▼ $4,242
Other Liabilities$13,391$15,021▲ $1,630
Deferred Revenue$2,608$3,070▲ $462
Total Liabilities$876,708$854,046▼ $22,662
Net Assets / Fund Balance
Unrestricted Net Assets$-421,712$-401,280▲ $20,432
Total Net Assets Fund Balance$-421,712$-401,280▲ $20,432
Total Liabilities and Net Assets / Fund Balance$454,996$452,766▼ $2,230

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$187,956$757,862$945,818
Equipment$42,217$394,668$436,885
Other Land Buildings$16,251$89,071$105,322
Land$68,990-$68,990
Other Assets Org$10,706--
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Joyce KramerPresident
Stephen JohnsonVice President
Mary LindhorstDirector
Stewart FettDirector
Theresa FettDirector
David ValentineSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,192
Program Service Revenue
$165,044
Investment Income
$42
Other Revenue
$496
Change in Net Assets
$20,432

Audited Revenue Reconciliation

Revenue per Audited Statements
$325,774
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$325,774
Total Revenue per Form 990
$325,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$305,342
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$84,269$33-$84,302
Fees for Services Other$22,762$43,028-$65,790
Fees for Services Management-$34,404-$34,404
Interest$34,056--$34,056
Depreciation Depletion$31,359--$31,359
Insurance$19,652--$19,652
Fees for Services Accounting-$17,362-$17,362
Office Expenses-$8,845-$8,845
All Other Expenses-$5,902-$5,902
Advertising-$3,296-$3,296
Other Expenses-$212-$212
Fees for Services Legal-$162-$162
Total Functional Expenses$192,098$113,244$0$305,342

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$305,342
Total Expenses per Audited Statements$305,342
Total Expenses per Form 990$305,342
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$15,021
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board members stewart and theresa fett have a family relationship.”

Form 990, Part VI, Section A, Line 3

“Wisconsin management company handles the management duties for the organization.”

Form 990, Part VI, Section B, Line 11B

“The board does not review the form 990 before it is filed. The managing agent reviews the form 990.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Orchard Valley Apartments Inc
EIN
39-1338423
Phone
6082582080
Address
4801 TRADEWINDS PARKWAY, MANITOWOC, WI 53718

Signing Officer

Name
Joyce Kramer
Title
President
Phone
6082582080
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Kramer
Formed
1979
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 23819, GREEN BAY, WI 54305-3819
Preparer
Wendy Mallo
Phone
9204367800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracted services: program service expenses 22,762. Management and general expenses 40,028. Fundraising expenses 0. Total expenses 62,790. Tracs fee: program service expenses 0. Management and general expenses 3,000. Fundraising expenses 0. Total expenses 3,000.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income tax under internal revenue code section 501(c)(4) as determined by the internal revenue service. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation on unrelated business income. The organization is required to file form 990, return of organization exempt from income tax, annually. The organization is exempt from wisconsin income tax under the provisions of chapter 181 of the wisconsin statutes.”

Raw XML Appendix367 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN JOHNSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0325774
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(4) AS DETERMINED BY THE INTERNAL REVENUE SERVICE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. THE ORGANIZATION IS REQUIRED TO FILE FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ANNUALLY. THE ORGANIZATION IS EXEMPT FROM WISCONSIN INCOME TAX UNDER THE PROVISIONS OF CHAPTER 181 OF THE WISCONSIN STATUTES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0315414
IRS990ScheduleD/TotalBookValueOtherAssetsAmt063024
IRS990ScheduleD/TotalExpensesPerForm990Amt0305342
IRS990ScheduleD/TotalLiabilityAmt015021
IRS990ScheduleD/TotalRevenuePerForm990Amt0325774
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0325774
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0305342
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS STEWART AND THERESA FETT HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WISCONSIN MANAGEMENT COMPANY HANDLES THE MANAGEMENT DUTIES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD DOES NOT REVIEW THE FORM 990 BEFORE IT IS FILED. THE MANAGING AGENT REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 22,762. MANAGEMENT AND GENERAL EXPENSES 40,028. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,790. TRACS FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0454996
IRS990/TotalAssetsEOYAmt0452766
IRS990/TotalAssetsGrp/BOYAmt0454996
IRS990/TotalAssetsGrp/EOYAmt0452766
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0160192
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113244
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192098
IRS990/TotalFunctionalExpensesGrp/TotalAmt0305342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0876708
IRS990/TotalLiabilitiesEOYAmt0854046
IRS990/TotalLiabilitiesGrp/BOYAmt0876708
IRS990/TotalLiabilitiesGrp/EOYAmt0854046
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-421712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-401280
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0192098
IRS990/TotalProgramServiceRevenueAmt0165044
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0538
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0165044
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0325774
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0454996
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0452766
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-421712
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-401280
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04801 TRADEWINDS PARKWAY
IRS990/USAddress/CityNm0MANITOWOC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053718
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082582080
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORCHARD VALLEY APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0391338423
ReturnHeader/Filer/PhoneNum06082582080
ReturnHeader/Filer/USAddress/AddressLine1Txt04801 TRADEWINDS PARKWAY
ReturnHeader/Filer/USAddress/CityNm0MANITOWOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053718
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId095FD3CD324D7C6C558223E34BD2EF05BB0413D65
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03AE945EEE574427D90B393B128DC333B50ECA69A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.142.163.66
ReturnHeader/FilingSecurityInformation/IPDt02019-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:49:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 23819
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0543053819
ReturnHeader/PreparerPersonGrp/PhoneNum09204367800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY MALLO
ReturnHeader/ReturnTs02019-05-14T11:35:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,766
Liabilities
$854,046
Net assets
-$401,280
Revenue
$325,774
Expenses
$305,342
Net income
$20,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$8.98$0.55$4.01$3.39$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$7.98$1.18$4.33$2.71$1.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$8.20$2.79$3.80$3.03$0.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$8.19$3.57$3.79$3.91$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$7.96$3.44$3.63$3.48$0.14
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.69$8.27$3.59$3.33$2.91$0.42
2018Detailed filing. Detailed filing data is available for this year.$4.53$8.54$4.01$3.26$3.05$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$8.77$4.22$3.15$3.74$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$9.18$3.62$2.76$3.04$0.28
2015Detailed filing. Detailed filing data is available for this year.$5.86$9.20$3.34$2.47$2.75$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.40$9.46$3.06$2.39$2.66$0.27
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$9.42$2.80$2.43$2.35$0.09
2012Summary only. Only limited summary data is available for this year.$6.76$9.64$2.88$2.43$2.49$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$9.73$2.82$2.46