Civic Intelligence

Udac Inc.

990 • Fiscal year 2018 • EIN 41-0856115

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 03, 2019

Organization ProfileWWW.UDAC.ORG

View Organization Page

4724 Mike Colalillio DriveDuluth, MN 55807

(218) 722-5867

Siviq Scores

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

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$96,123

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

94th percentile

62%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

94%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$5,665,071

Up $2,165,852 (+62%) from 2017

Net Assets

Up

$5,465,354

Up $2,162,480 (+65%) from 2017

Liabilities

Up

$199,717

Up $3,372 (+1.7%) from 2017

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin88th percentile

Revenue

Up

$5,587,695

Up $2,706,673 (+94%) from 2017

Expenses

Up

$3,264,438

Up $212,501 (+7.0%) from 2017

Net Income

Up

$2,323,257

Up $2,494,172 (+1459%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,819,875Liabilities 2010: $100,205Net Assets 2010: $2,719,6702010Assets 2011: $2,932,284Liabilities 2011: $111,962Net Assets 2011: $2,820,3222011Assets 2012: $2,967,449Liabilities 2012: $120,666Net Assets 2012: $2,846,7832012Assets 2013: $3,089,879Liabilities 2013: $113,050Net Assets 2013: $2,976,8292013Assets 2014: $3,132,347Liabilities 2014: $134,247Net Assets 2014: $2,998,1002014Assets 2015: $3,413,147Liabilities 2015: $214,304Net Assets 2015: $3,198,8432015Assets 2016: $3,542,477Liabilities 2016: $208,401Net Assets 2016: $3,334,0762016Assets 2017: $3,499,219Liabilities 2017: $196,345Net Assets 2017: $3,302,8742017Assets 2018: $5,665,071Liabilities 2018: $199,717Net Assets 2018: $5,465,3542018Assets 2019: $5,657,832Liabilities 2019: $200,867Net Assets 2019: $5,456,9652019Assets 2020: $5,922,301Liabilities 2020: $494,998Net Assets 2020: $5,427,3032020Assets 2021: $5,878,782Liabilities 2021: $348,978Net Assets 2021: $5,529,8042021Assets 2022: $5,134,643Liabilities 2022: $269,694Net Assets 2022: $4,864,9492022Assets 2023: $5,401,316Liabilities 2023: $209,561Net Assets 2023: $5,191,7552023Assets 2024: $5,579,122Liabilities 2024: $187,786Net Assets 2024: $5,391,3362024

Highlighted filing

2018

Assets$5,665,071
Liabilities$199,717
Net Assets$5,465,354
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,717,2572010Expenses 2011: $2,730,5422011Expenses 2012: $2,768,4862012Revenue 2013: $2,657,537Expenses 2013: $2,666,872Net Income 2013: -$9,3352013Revenue 2014: $2,802,397Expenses 2014: $2,811,112Net Income 2014: -$8,7152014Revenue 2015: $3,168,645Expenses 2015: $2,931,035Net Income 2015: $237,6102015Revenue 2016: $3,217,202Expenses 2016: $3,131,924Net Income 2016: $85,2782016Revenue 2017: $2,881,022Expenses 2017: $3,051,937Net Income 2017: -$170,9152017Revenue 2018: $5,587,695Expenses 2018: $3,264,438Net Income 2018: $2,323,2572018Revenue 2019: $2,718,027Expenses 2019: $2,972,552Net Income 2019: -$254,5252019Revenue 2020: $1,281,137Expenses 2020: $1,392,623Net Income 2020: -$111,4862020Revenue 2021: $1,060,795Expenses 2021: $1,100,873Net Income 2021: -$40,0782021Revenue 2022: $1,183,542Expenses 2022: $1,351,994Net Income 2022: -$168,4522022Revenue 2023: $1,536,975Expenses 2023: $1,439,569Net Income 2023: $97,4062023Revenue 2024: $1,486,419Expenses 2024: $1,453,565Net Income 2024: $32,8542024

Highlighted filing

2018

Revenue$5,587,695
Expenses$3,264,438
Net Income$2,323,257
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 3, 2019
Return Version
2018v3.1
Gross Receipts
$6,373,828
Mission and Program Overview

Mission

To provide customized services to people with disabilities and other challenges based on their choices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,172,863$3,029,213▲ $1,856,350
Investments in Publicly Traded Securities$1,225,906$1,143,337▼ $82,569
Savings and Temporary Cash Investments$450,536$896,733▲ $446,197
Cash and Non-Interest-Bearing Accounts$165,020$367,194▲ $202,174
Accounts Receivable$459,220$178,002▼ $281,218
Prepaid Expenses and Deferred Charges$25,644$49,612▲ $23,968
Pledges and Grants Receivable$30$980▲ $950
Total Assets$3,499,219$5,665,071▲ $2,165,852
Liabilities
Accounts Payable and Accrued Expenses$196,345$199,717▲ $3,372
Total Liabilities$196,345$199,717▲ $3,372
Net Assets / Fund Balance
Unrestricted Net Assets$3,297,923$5,330,041▲ $2,032,118
Temporarily Rstr Net Assets$4,951$135,313▲ $130,362
Total Net Assets Fund Balance$3,302,874$5,465,354▲ $2,162,480
Total Liabilities and Net Assets / Fund Balance$3,499,219$5,665,071▲ $2,165,852

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,339,955$24,190$2,364,145
Equipment$543,858$836,962$1,380,820
Land$145,400-$145,400
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen HermanExecutive DiFT$88,000$8,123$96,123
Tara SerckDirector of FinanFT$60,586$15,184$75,770

Board Members and Trustees

NameTitle
Mike Dosan JrChair
Joel KolquistChair Elect
Chris TraceyDirector
Deb GoodDirector
Don HoagDirector
ERIN L'ALLIERDirector
Jacob StonesiferDirector
Jenna WarmuthDirector
Jon WellesDirector
Katy MorganDirector
Scot RamseyDirector
Susan ReynoldsDirector
Joanne StienkeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Voyageur Bus CompanyTransportation3941 E CALVARY RD, Duluth, MN 55803$412,332
Revenue and Support

Revenue Composition

Contributions and Grants
$5,224,655
Program Service Revenue
$337,097
Investment Income
$20,449
Other Revenue
$5,494
All Other Contributions
$3,035,148
Change in Net Assets
$2,323,257

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,580,380
Revenue Not Reported on Financial Statements
$7,315
Revenue Not Reported on Form 990
$-160,777
Total Revenue per Audited Statements
$5,419,603
Total Revenue per Form 990
$5,587,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,168,585
Other Expenses$1,095,853
Total Fundraising Expense$21,268
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,510,122$115,087$1,549$1,626,758
Travel$443,329--$443,329
Depreciation Depletion$213,937$28,015-$241,952
Payroll Taxes$165,145$23,285$1,835$190,265
Other Employee Benefits$161,109$6,321$189$167,619
Current Officers, Directors, Trustees, and Key Employees$68,079$81,705$14,418$164,202
Occupancy$119,270$10,371-$129,641
Office Expenses$26,976$17,174-$44,150
Information Technology$16,469$13,474-$29,943
Insurance$13,691$14,112-$27,803
Pension Plan Contributions$8,380$9,819$1,542$19,741
Fees for Services Accounting-$8,125-$8,125
Fees for Service Investment Mgmnt Fees-$7,315-$7,315
Fees for Services Legal-$7,023-$7,023
Advertising-$4,365-$4,365
Other Expenses$269$221$1,735$490
Total Functional Expenses$2,827,835$415,335$21,268$3,264,438

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,264,438
Expenses per Audited Statements$3,257,123
Total Expenses per Audited Statements$3,257,123
Expenses Not Reported on Financial Statements$7,315
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is e-mailed to all members of the audit committee and to the board chair. They review the form 990 in detail and respond with any comments to the director of finance and operations. After receiving responses from all members, any necessary changes are made. After all board members are informed of the changes the executive director signs the form 990 and the director of finance and operations ensures a timely filing.”

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

“The governance committee reviews all conflict of interest forms signed by the board members, develops a summary of the forms, and distributes the summary to the board on an annual basis.”

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

“Compensation for the executive director is determined by the board of directors during the annual budget process. Consideration is given to competitive market pay rates, salary surveys, state legislative prerogatives, and available funding. The board's executive committee evaluates the executive director's performance annually and makes recommendations to the full board”

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

“The compensation review process for key employees is the same as the process for the executive director as described in 15a above.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy forms, and financial statements are made available to the public upon request. This information is maintained in the business office and all reasonable requests will be met.”

Filing and Contact Details

Filer

Filer Name
Udac Inc
EIN
41-0856115
Phone
2187225867
Address
4724 MIKE COLALILLIO DRIVE, DULUTH, MN 55807

Signing Officer

Name
Karen Herman
Title
Executive Director
Phone
2187225867
Signed
2019-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Herman
Formed
1969
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
209
Volunteers
4

Preparer

Firm
Esterbrooks Scott Signorelli Etal Ltd
Address
302 W SUPERIOR ST STE200, DULUTH, MN 55802
Preparer
Michael a Pederson
Phone
2187276846
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Udac follows the recognition requirements of uncertain tax positions, if any, as required by generally accepted accounting principles. Udac has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates and as of december 31, 2018 and 2017, udac had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Udac is no longer subject to u.s. Federal, state or local income tax examinations by tax authorities generally for tax years before 2015.”

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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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR OF FINAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DI
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IRS990/NoncashContributionsAmt01735
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IRS990/OccupancyGrp/TotalAmt0129641
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IRS990/OfficeExpensesGrp/TotalAmt044150
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0189
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06321
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0161109
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0167619
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IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3OPERATIONS - OTHER
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023576
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt132594
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212753
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3221
IRS990/OtherExpensesGrp/ProgramServicesAmt065473
IRS990/OtherExpensesGrp/ProgramServicesAmt115586
IRS990/OtherExpensesGrp/ProgramServicesAmt2269
IRS990/OtherExpensesGrp/TotalAmt090784
IRS990/OtherExpensesGrp/TotalAmt132594
IRS990/OtherExpensesGrp/TotalAmt228339
IRS990/OtherExpensesGrp/TotalAmt3490
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01549
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115087
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01510122
IRS990/OtherSalariesAndWagesGrp/TotalAmt01626758
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01835
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023285
IRS990/PayrollTaxesGrp/ProgramServicesAmt0165145
IRS990/PayrollTaxesGrp/TotalAmt0190265
IRS990/PensionPlanContributionsGrp/FundraisingAmt01542
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09819
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08380
IRS990/PensionPlanContributionsGrp/TotalAmt019741
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0980
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025644
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt049612
IRS990/PrincipalOfficerNm0KAREN HERMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2713940
IRS990/ProgramServiceRevenueGrp/Desc0WORK ACTIVITY REVENUES
IRS990/ProgramServiceRevenueGrp/Desc1PRIVATE PAY CONSUMER SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2STEPS MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0281056
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt152471
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23570
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0281056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt152471
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23570
IRS990/ProgSrvcAccomActy2Grp/Desc0LIFE SKILLS PROGRAMS OFFERED PEOPLE A VARIETY OF EXPERIENCES TO ENHANCE THEIR DAILY LIVES. PEOPLE CAN GROW THROUGH LEARNING NEW OR ENHANCING CURRENT SKILLS, LEARN FROM OTHERS' EXPERIENCES, FIND INFORMATION REGARDING TOOLS AND TECHNOLOGY, CREATE NEW SOCIAL OPPORTUNITIES AND BECOME PART OF AN ORGANIZATION THAT WILL HELP PEOPLE GAIN CONFIDENCE THROUGH BUILDING A STRONGER SENSE OF SELF AND COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0929380
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0104732
IRS990/ProgSrvcAccomActy3Grp/Desc0STEPS - SPECIALIZED TRAINING AND EXERCISE PROGRAM PROVIDES SERVICES FOR PEOPLE WITH DISABILITIES, ISSUES OF AGING AND /OR CHRONIC MEDICAL CONDITIONS WHO ARE NOT SERVED OR ARE UNDERSERVED BY TRADITIONAL FITNESS PROGRAMS. THERE WERE 139 MEMBERSHIPS DURING 2018 SUPPORTED BY GRANTS AND FUNDRAISING AS WELL AS PAID MEMBERSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040888
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0914
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02466742
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt072123
IRS990/PYOtherExpensesAmt0855895
IRS990/PYOtherRevenueAmt05552
IRS990/PYProgramServiceRevenueAmt0336605
IRS990/PYRevenuesLessExpensesAmt0-170915
IRS990/PYSalariesCompEmpBnftPaidAmt02196042
IRS990/PYTotalExpensesAmt03051937
IRS990/PYTotalRevenueAmt02881022
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02323257
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt05100
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0231451
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0450536
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0896733
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02829998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02771102
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02364145
IRS990ScheduleD/EquipmentGrp/BookValueAmt0543858
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0836962
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01380820

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Filings

Displayed year

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

Open filing
Assets
$5,665,071
Liabilities
$199,717
Net assets
$5,465,354
Revenue
$5,587,695
Expenses
$3,264,438
Net income
$2,323,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.19$5.39$1.49$1.45$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.21$5.19$1.54$1.44$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.27$4.86$1.18$1.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.88$0.35$5.53$1.06$1.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.92$0.49$5.43$1.28$1.39$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.66$0.20$5.46$2.72$2.97$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.20$5.47$5.59$3.26$2.32
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.20$3.30$2.88$3.05$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.21$3.33$3.22$3.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.21$3.20$3.17$2.93$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.13$3.00$2.80$2.81$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.11$2.98$2.66$2.67$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.12$2.85$2.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.11$2.82$2.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.10$2.72$2.72