Civic Intelligence

Northwoods Partners

990 • Fiscal year 2021 • EIN 41-2016401

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 23, 2022

Organization ProfileN/A
328 West Conan StreetEly, MN 55731

(218) 365-8019

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.42x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

72nd percentile

28%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

97th percentile

$77,297

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

25%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

9.6%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$495,032

Up $99,795 (+25%) from 2020

Net Assets

Up

$387,817

Up $70,312 (+22%) from 2020

Liabilities

Up

$107,215

Up $29,483 (+38%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin72nd percentile

Revenue

Up

$253,469

Up $22,245 (+9.6%) from 2020

Expenses

Up

$183,157

Up $11,992 (+7.0%) from 2020

Net Income

Up

$70,312

Up $10,253 (+17%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$800K$600K$400K$200K$0Assets 2011: $39,456Liabilities 2011: $800Net Assets 2011: $38,6562011Assets 2012: $56,634Liabilities 2012: $1,063Net Assets 2012: $55,5712012Assets 2013: $71,478Liabilities 2013: $1,443Net Assets 2013: $70,0352013Assets 2014: $101,451Liabilities 2014: $1,7632014Assets 2015: $136,375Liabilities 2015: $1,915Net Assets 2015: $134,4602015Assets 2016: $142,725Liabilities 2016: $1,850Net Assets 2016: $140,8752016Assets 2017: $172,699Liabilities 2017: $1,882Net Assets 2017: $170,8172017Assets 2018: $236,554Liabilities 2018: $4,794Net Assets 2018: $231,7602018Assets 2019: $264,015Liabilities 2019: $6,569Net Assets 2019: $257,4462019Assets 2020: $395,237Liabilities 2020: $77,732Net Assets 2020: $317,5052020Assets 2021: $495,032Liabilities 2021: $107,215Net Assets 2021: $387,8172021Assets 2022: $485,245Liabilities 2022: $28,685Net Assets 2022: $456,5602022Assets 2023: $519,802Liabilities 2023: $22,364Net Assets 2023: $497,4382023Assets 2024: $652,631Liabilities 2024: $128,206Net Assets 2024: $524,4252024

Highlighted filing

2021

Assets$495,032
Liabilities$107,215
Net Assets$387,817
Open 2021 Filing

Operations Trend

Revenue Growth55th percentile

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

$400K$300K$200K$100K$0Revenue 2011: $100,678Expenses 2011: $91,960Net Income 2011: $8,7182011Revenue 2012: $115,380Expenses 2012: $98,465Net Income 2012: $16,9152012Revenue 2013: $123,574Expenses 2013: $109,110Net Income 2013: $14,4642013Revenue 2014: $128,685Expenses 2014: $99,883Net Income 2014: $28,8022014Revenue 2015: $201,067Expenses 2015: $166,295Net Income 2015: $34,7722015Revenue 2016: $170,875Expenses 2016: $164,460Net Income 2016: $6,4152016Revenue 2017: $206,445Expenses 2017: $176,503Net Income 2017: $29,9422017Revenue 2018: $230,029Expenses 2018: $172,969Net Income 2018: $57,0602018Revenue 2019: $184,709Expenses 2019: $159,023Net Income 2019: $25,6862019Revenue 2020: $231,224Expenses 2020: $171,165Net Income 2020: $60,0592020Revenue 2021: $253,469Expenses 2021: $183,157Net Income 2021: $70,3122021Revenue 2022: $313,226Expenses 2022: $244,483Net Income 2022: $68,7432022Revenue 2023: $291,584Expenses 2023: $250,706Net Income 2023: $40,8782023Revenue 2024: $276,642Expenses 2024: $249,655Net Income 2024: $26,9872024

Highlighted filing

2021

Revenue$253,469
Expenses$183,157
Net Income$70,312
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 23, 2022
Return Version
2021v4.1
Gross Receipts
$261,417
Mission and Program Overview

Mission

To provide resources that promote independence and healthy aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$221,537$422,805▲ $201,268
Cash and Non-Interest-Bearing Accounts$160,072$44,371▼ $115,701
Pledges and Grants Receivable$8,472$21,944▲ $13,472
Land, Buildings, and Equipment, Net$3,018$3,681▲ $663
Prepaid Expenses and Deferred Charges$2,138$2,231▲ $93
Total Assets$395,237$495,032▲ $99,795
Liabilities
Deferred Revenue$69,755$103,927▲ $34,172
Accounts Payable and Accrued Expenses$7,977$3,288▼ $4,689
Total Liabilities$77,732$107,215▲ $29,483
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$317,505$387,817▲ $70,312
Total Net Assets Fund Balance$317,505$387,817▲ $70,312
Total Liabilities and Net Assets / Fund Balance$395,237$495,032▲ $99,795

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,681$10,626$14,307
Land$0--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa PorthanExecutive DirectorFT$77,297$77,297

Board Members and Trustees

NameTitle
Richard FlesvigChair
Caroline OwensChair Elect
Craig HabermanBoard member
Dave NicholsBoard member
Heather FitzgeraldBoard member
Joyce PassanantiBoard member
Michael MusichBoard member
Nancy AndreaeBoard member
Pat RolandoBoard member
Rae BentzBoard member
Shawn BinaBoard member
Walt LeinoBoard member
Norma CersineSecretary
Sheila GrubaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$201,977
Program Service Revenue
$15,732
Investment Income
$2,031
Other Revenue
$33,729
All Other Contributions
$136,734
Change in Net Assets
$70,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$111,914
Other Expenses$71,243
Total Fundraising Expense$1,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$54,712$16,558$720$71,990
Other Salaries and Wages$24,948$6,202$314$31,464
Occupancy$17,110$5,112$0$22,222
All Other Expenses$21,719$483$0$22,202
Payroll Taxes$6,514$1,861$85$8,460
Insurance$0$4,946$0$4,946
Office Expenses$2,245$642$29$2,916
Depreciation Depletion$1,290$385$0$1,675
Other Expenses$0$1,461$0$1,461
Fees for Services Accounting$0$1,200$0$1,200
Advertising$450$0$0$450
Total Functional Expenses$142,579$39,413$1,165$183,157
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,677
Fundraising Direct Expenses$7,948
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Filing and Contact Details

Filer

Filer Name
Northwoods Partners
EIN
41-2016401
Phone
2183658019
Address
328 West Conan Street, Ely, MN 55731

Signing Officer

Name
Sheila Gruba
Title
Treasurer
Phone
2183658019
Signed
2022-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Porthan
Formed
2001
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
81

Preparer

Firm
Sterle & Co Ltd
Address
522 E HOWARD ST STE 207, HIBBING, MN 55746
Preparer
Bonnie Sterle
Phone
2182625525
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Organization will route the financial reports and the 990 Form to its Board prior to remittance. The Form is also available upon request from the Executive Director.”

Pt VI, Line 12C

“The Organization has a Board Member's Handbook that is reviewed with the Board members annually. A copy of the handbook is provided to each member. The handbook has a section on conflict of interest policies and a required statement of agreement that must be signed and maintained by the Executive Director.”

Pt VI, Line 15A

“The Board annually reviews compensation in relation to area Organizations and the budget constraints.”

Pt VI, Line 15B

“The Board annually reviews compensation in relation to area Organizations and the budget constraints.”

Pt XII, Line 2C

“The Board of directors oversees the annual reporting requirements. The Board Treasurer reviews the reports and they are presented at a Board meeting.”

Pt VI, Line 19

“The reports are available in the office upon request.”

Form 990, Part IX, Line 24E

“Staff travel and meetings 1036. 1036. 0. 0.”

Form 990, Part IX, Line 24E

“Staff and board training 583. 100. 483. 0.”

Form 990, Part IX, Line 24E

“Program expense and supplies 20583. 20583. 0. 0.”

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IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0317505
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0387817
IRS990/NoncashContributionsAmt022322
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05112
IRS990/OccupancyGrp/ProgramServicesAmt017110
IRS990/OccupancyGrp/TotalAmt022222
IRS990/OfficeExpensesGrp/FundraisingAmt029
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0642
IRS990/OfficeExpensesGrp/ProgramServicesAmt02245
IRS990/OfficeExpensesGrp/TotalAmt02916
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Communications
IRS990/OtherExpensesGrp/Desc1Volunteer expenses
IRS990/OtherExpensesGrp/Desc2Dues and memberships
IRS990/OtherExpensesGrp/Desc3Postage
IRS990/OtherExpensesGrp/FundraisingAmt017
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0383
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2180
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31461
IRS990/OtherExpensesGrp/ProgramServicesAmt01339
IRS990/OtherExpensesGrp/ProgramServicesAmt111699
IRS990/OtherExpensesGrp/ProgramServicesAmt2553
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt01739
IRS990/OtherExpensesGrp/TotalAmt111699
IRS990/OtherExpensesGrp/TotalAmt2733
IRS990/OtherExpensesGrp/TotalAmt31461
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0314
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06202
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt024948
IRS990/OtherSalariesAndWagesGrp/TotalAmt031464
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt085
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01861
IRS990/PayrollTaxesGrp/ProgramServicesAmt06514
IRS990/PayrollTaxesGrp/TotalAmt08460
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08472
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt021944
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02138
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02231
IRS990/PrincipalOfficerNm0Lisa Porthan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/BusinessCd4624100
IRS990/ProgramServiceRevenueGrp/Desc0Transporation
IRS990/ProgramServiceRevenueGrp/Desc1Tai Ji Quan programs
IRS990/ProgramServiceRevenueGrp/Desc2Exercise programs
IRS990/ProgramServiceRevenueGrp/Desc3Friendly visits programs
IRS990/ProgramServiceRevenueGrp/Desc4Memory care programs
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2889
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43225
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0180756
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02354
IRS990/PYOtherExpensesAmt058183
IRS990/PYOtherRevenueAmt030606
IRS990/PYProgramServiceRevenueAmt017508
IRS990/PYRevenuesLessExpensesAmt060059
IRS990/PYSalariesCompEmpBnftPaidAmt0112982
IRS990/PYTotalExpensesAmt0171165
IRS990/PYTotalRevenueAmt0231224
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt070312
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0253469
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0221537
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0422805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0201977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0180756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0140541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0198405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0169582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0891261
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0456
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07606
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99150
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99280
IRS990ScheduleA/PublicSupportTotal170Amt0891261
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0201977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0180756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0140541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0198405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0169582
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0891261
IRS990ScheduleA/TotalSupportAmt0898867
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03681
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010626
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014307
IRS990ScheduleD/LandGrp/BookValueAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,032
Liabilities
$107,215
Net assets
$387,817
Revenue
$253,469
Expenses
$183,157
Net income
$70,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$1.28$5.24$2.77$2.50$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.22$4.97$2.92$2.51$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.29$4.57$3.13$2.44$0.69
2021Detailed filing. Detailed filing data is available for this year.$4.95$1.07$3.88$2.53$1.83$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.78$3.18$2.31$1.71$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.07$2.57$1.85$1.59$0.26
2018Summary only. Only limited summary data is available for this year.$2.37$0.05$2.32$2.30$1.73$0.57
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.02$1.71$2.06$1.77$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.02$1.41$1.71$1.64$0.06
2015Summary only. Only limited summary data is available for this year.$1.36$0.02$1.34$2.01$1.66$0.35
2014Summary only. Only limited summary data is available for this year.$1.01$0.02$1.29$1.00$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.01$0.70$1.24$1.09$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.01$0.56$1.15$0.98$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.01$0.39$1.01$0.92$0.09