Civic Intelligence

Scottsdale Informatics Institute

990 • Fiscal year 2017 • EIN 41-1915862

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization ProfileWWW.SCOTTSDALEINSTITUTE.ORG
7767 Elm Creek Blvd N Suite 208Maple Grove, MN 55369

(763) 710-7089

Siviq Scores

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

Liabilities / Assets

75th percentile

0.38x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.57x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$299,583

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$2,222,325

Up $391,663 (+21%) from 2016

Net Assets

Up

$1,386,080

Up $168,755 (+14%) from 2016

Liabilities

Up

$836,245

Up $222,908 (+36%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin68th percentile

Revenue

Up

$1,468,915

Up $145,434 (+11%) from 2016

Expenses

Up

$1,300,160

Up $120,189 (+10%) from 2016

Net Income

Up

$168,755

Up $25,245 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,045,701Liabilities 2010: $401,847Net Assets 2010: $643,8542010Assets 2011: $1,138,590Liabilities 2011: $404,578Net Assets 2011: $734,0122011Assets 2012: $1,125,938Liabilities 2012: $375,904Net Assets 2012: $750,0342012Assets 2013: $1,352,919Liabilities 2013: $555,740Net Assets 2013: $797,1792013Assets 2014: $1,559,635Liabilities 2014: $605,885Net Assets 2014: $953,7502014Assets 2015: $1,726,949Liabilities 2015: $653,134Net Assets 2015: $1,073,8152015Assets 2016: $1,830,662Liabilities 2016: $613,337Net Assets 2016: $1,217,3252016Assets 2017: $2,222,325Liabilities 2017: $836,245Net Assets 2017: $1,386,0802017Assets 2018: $2,626,235Liabilities 2018: $901,086Net Assets 2018: $1,725,1492018Assets 2019: $2,903,292Liabilities 2019: $867,692Net Assets 2019: $2,035,6002019Assets 2020: $2,973,041Liabilities 2020: $836,588Net Assets 2020: $2,136,4532020Assets 2021: $2,927,709Liabilities 2021: $826,438Net Assets 2021: $2,101,2712021Assets 2022: $2,639,107Liabilities 2022: $820,613Net Assets 2022: $1,818,4942022Assets 2023: $2,614,240Liabilities 2023: $855,750Net Assets 2023: $1,758,4902023Assets 2024: $2,713,245Liabilities 2024: $1,277,927Net Assets 2024: $1,435,3182024

Highlighted filing

2017

Assets$2,222,325
Liabilities$836,245
Net Assets$1,386,080
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $822,8992010Expenses 2011: $851,3482011Expenses 2012: $962,2562012Revenue 2013: $1,022,287Expenses 2013: $975,142Net Income 2013: $47,1452013Revenue 2014: $1,127,541Expenses 2014: $970,970Net Income 2014: $156,5712014Revenue 2015: $1,156,820Expenses 2015: $1,036,755Net Income 2015: $120,0652015Revenue 2016: $1,323,481Expenses 2016: $1,179,971Net Income 2016: $143,5102016Revenue 2017: $1,468,915Expenses 2017: $1,300,160Net Income 2017: $168,7552017Revenue 2018: $1,685,640Expenses 2018: $1,346,571Net Income 2018: $339,0692018Revenue 2019: $1,835,221Expenses 2019: $1,524,770Net Income 2019: $310,4512019Revenue 2020: $1,818,130Expenses 2020: $1,717,277Net Income 2020: $100,8532020Revenue 2021: $1,836,741Expenses 2021: $1,871,923Net Income 2021: -$35,1822021Revenue 2022: $2,033,778Expenses 2022: $2,316,555Net Income 2022: -$282,7772022Revenue 2023: $2,441,508Expenses 2023: $2,501,512Net Income 2023: -$60,0042023Revenue 2024: $2,582,739Expenses 2024: $2,682,745Net Income 2024: -$100,0062024

Highlighted filing

2017

Revenue$1,468,915
Expenses$1,300,160
Net Income$168,755
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$1,468,915
Mission and Program Overview

Mission

Improving healthcare performance through information management and process improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,582,513$1,899,919▲ $317,406
Cash and Non-Interest-Bearing Accounts$245,340$320,740▲ $75,400
Land, Buildings, and Equipment, Net$1,143--
Total Assets$1,830,662$2,222,325▲ $391,663
Other Assets Total$1,666$1,666→ $0
Liabilities
Deferred Revenue$613,337$836,245▲ $222,908
Total Liabilities$613,337$836,245▲ $222,908
Net Assets / Fund Balance
Unrestricted Net Assets$1,217,325$1,386,080▲ $168,755
Total Net Assets Fund Balance$1,217,325$1,386,080▲ $168,755
Total Liabilities and Net Assets / Fund Balance$1,830,662$2,222,325▲ $391,663
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Janet GuptillExecutive Di-$299,583$299,583
Janet GuptillExecutive Director-$299,583$299,583
Donald C WegmillerChairmanPT$120,000$120,000
Shelli WilliamsonDirector-$98,400$98,400

Board Members and Trustees

NameTitle
Anthony TersigniDirector
Bruce D SmithDirector
David C ClassenDirector
David CampbellDirector
Joseph R SwedishDirector
Laura S KaiserDirector
M Michael ShabotDirector
Nicholas WolterDirector
PATRICK O'HAREDirector
Scott WeingartenDirector
Stephen C HansonDirector
Steven HeckDirector
Tom SadvaryDirector
Wright LassiterDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Appleby InkConsulting2130 GOLDENHILL WAY, Benicia, CA 94510$110,960
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,451,509
Investment Income
$17,406
Other Revenue
$0
Change in Net Assets
$168,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,075,223
Salaries, Compensation, and Employee Benefits$224,687
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$140,158--$140,158
Current Officers, Directors, Trustees, and Key Employees$60,000$60,000-$120,000
Information Technology$86,915$6,866-$93,781
Other Salaries and Wages$49,901$37,803-$87,704
Fees for Services Accounting-$32,257-$32,257
Office Expenses$12,320$12,923-$25,243
Travel-$22,212-$22,212
Occupancy-$21,793-$21,793
Payroll Taxes$8,710$8,273-$16,983
Advertising-$9,699-$9,699
Depreciation Depletion-$1,143-$1,143
Grants to Domestic Orgs$250--$250
Other Expenses$68,000$215-$215
All Other Expenses-$22-$22
Total Functional Expenses$1,046,386$253,774$0$1,300,160
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
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
No
Conflict-of-interest policy
No
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 provided to each member of the executive committee of the governing body for their review and approval.”

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

“On an annual basis, the executive committee of the governing body reviews and approves the compensation of the chairman and executive director.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, policies and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Scottsdale Informatics Institute
EIN
41-1915862
Phone
7637107089
Address
7767 ELM CREEK BLVD N SUITE 208, MAPLE GROVE, MN 55369
Doing Business As
The Scottsdale Institute

Signing Officer

Name
Donald C Wegmiller
Title
Chairman
Phone
7637107089
Signed
2018-11-08

Organization Details

Principal Officer
Donald C Wegmiller
Formed
1998
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
14
Employees
3
Volunteers
246

Preparer

Firm
Olson Clough & Leblanc Ltd
Address
10580 WAYZATA BLVD STE 200, MINNETONKA, MN 55305-1525
Preparer
Michael P Amberson
Phone
9525449600
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Organize collaborative studies to bring together members to examine topics relevant to healthcare information technology. We gather data from healthcare organizations regarding information technology structure and costs. This data will be used to compare organizations, identify best practices, and collaborate to improve performance.”

Raw XML AppendixShowing 400 of 456 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/OtherExpensesGrp/Desc3TAX FILINGS EXPENSE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2215
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IRS990/OtherExpensesGrp/TotalAmt168000
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IRS990/PayrollTaxesGrp/ProgramServicesAmt08710
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IRS990/PrincipalOfficerNm0DONALD C WEGMILLER
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IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1401327
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1401327
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt261692
IRS990/ProgSrvcAccomActy2Grp/Desc0TWO PUBLICATIONS, THE INSIDE EDGE REPORT AND THE VIEWPOINT, FEATURING CRITICAL HEALTHCARE INFORMATION TECHNOLOGY TOPICS AND LEADING EXECUTIVES, ARE PUBLISHED THROUGHOUT THE YEAR AND DISTRIBUTED IN ELECTRONIC FORM. IN ADDITION, OUR SI TELEPROMPTER IS E-MAILED MONTHLY, FEATURING OUR UPCOMING TELECONFERENCES. THERE ARE APPROXIMATELY 8,700 RECIPIENTS OF THE ELECTRONIC VERSIONS OF OUR INSIDE EDGE AND VIEWPOINT PUBLICATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0212381
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0304297
IRS990/ProgSrvcAccomActy3Grp/Desc0A WEBSITE THAT PROVIDES INFORMATION ON OUR ACTIVITIES FOR EDUCATION AND COLLABORATION ON THE ADVANCEMENT OF HEALTHCARE INFORMATION TECHNOLOGY. THIS MEMBERS-ONLY WEBSITE CONTAINS ARCHIVES OF ALL CONFERENCE AND TELECONFERENCE MATERIALS, INCLUDING AUDIO RECORDINGS, INSIDE EDGE AND VIEWPOINT PUBLICATIONS, BENCHMARKING PROGRAM INFORMATION AND COLLABORATIVE ACTIVITIES. IT IS ALSO USED FOR EVENT AND CONFERENCE REGISTRATION. APPROXIMATELY 8,700 USERS FROM OUR MEMBER ORGANIZATIONS ACCESS OUR WEBSITE. OUR USERS DOWNLOADED ALMOST 220,000 DOCUMENTS FROM OUR WEBSITE IN 2017.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0153891
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0220494
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ORGANIZE COLLABORATIVE STUDIES TO BRING TOGETHER MEMBERS TO EXAMINE TOPICS RELEVANT TO HEALTHCARE INFORMATION TECHNOLOGY. WE GATHER DATA FROM HEALTHCARE ORGANIZATIONS REGARDING INFORMATION TECHNOLOGY STRUCTURE AND COSTS. THIS DATA WILL BE USED TO COMPARE ORGANIZATIONS, IDENTIFY BEST PRACTICES, AND COLLABORATE TO IMPROVE PERFORMANCE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0240168
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0250
IRS990/PYInvestmentIncomeAmt016204
IRS990/PYOtherExpensesAmt0967161
IRS990/PYOtherRevenueAmt02323
IRS990/PYProgramServiceRevenueAmt01304954
IRS990/PYRevenuesLessExpensesAmt0143510
IRS990/PYSalariesCompEmpBnftPaidAmt0212560
IRS990/PYTotalExpensesAmt01179971
IRS990/PYTotalRevenueAmt01323481
IRS990/ReconcilationRevenueExpnssAmt0168755
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01146634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01116267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01020512
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IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99070
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01468915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01323481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01156820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01127541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01022287
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06099044
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IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JANET GUPTILL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZE COLLABORATIVE STUDIES TO BRING TOGETHER MEMBERS TO EXAMINE TOPICS RELEVANT TO HEALTHCARE INFORMATION TECHNOLOGY. WE GATHER DATA FROM HEALTHCARE ORGANIZATIONS REGARDING INFORMATION TECHNOLOGY STRUCTURE AND COSTS. THIS DATA WILL BE USED TO COMPARE ORGANIZATIONS, IDENTIFY BEST PRACTICES, AND COLLABORATE TO IMPROVE PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY REVIEWS AND APPROVES THE COMPENSATION OF THE CHAIRMAN AND EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesGrp/BOYAmt0613337
IRS990/TotalLiabilitiesGrp/EOYAmt0836245
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01217325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01386080
IRS990/TotalOtherProgSrvcExpenseAmt0240168

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,222,325
Liabilities
$836,245
Net assets
$1,386,080
Revenue
$1,468,915
Expenses
$1,300,160
Net income
$168,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$1.28$1.44$2.58$2.68$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.86$1.76$2.44$2.50$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.64$0.82$1.82$2.03$2.32$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.83$2.10$1.84$1.87$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.84$2.14$1.82$1.72$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.87$2.04$1.84$1.52$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.63$0.90$1.73$1.69$1.35$0.34
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.84$1.39$1.47$1.30$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.61$1.22$1.32$1.18$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.65$1.07$1.16$1.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.61$0.95$1.13$0.97$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.56$0.80$1.02$0.98$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.38$0.75$0.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.40$0.73$0.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.40$0.64$0.82