Civic Intelligence

Upward Smiles Inc.

990 • Fiscal year 2018 • EIN 45-2780221

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
2820 Anchor DriveFarmington, MO 63640

(573) 327-8010

Siviq Scores

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

Liabilities / Assets

48th percentile

0.07x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

0.08x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$147,665

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-6.1%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$2,242,328

Up $367,592 (+20%) from 2017

Net Assets

Up

$2,076,363

Up $392,275 (+23%) from 2017

Liabilities

Down

$165,965

Down $24,683 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin76th percentile

Revenue

Down

$2,205,799

Down $144,502 (-6.1%) from 2017

Expenses

Down

$1,813,524

Down $528 (-0.0%) from 2017

Net Income

Down

$392,275

Down $143,974 (-27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$10M$5.0M$0Assets 2012: $116,291Liabilities 2012: $26,854Net Assets 2012: $89,4372012Assets 2013: $230,701Liabilities 2013: $21,238Net Assets 2013: $209,4632013Assets 2014: $933,180Liabilities 2014: $189,284Net Assets 2014: $743,8962014Assets 2015: $1,196,916Liabilities 2015: $171,502Net Assets 2015: $1,025,4142015Assets 2016: $1,294,017Liabilities 2016: $146,178Net Assets 2016: $1,147,8392016Assets 2017: $1,874,736Liabilities 2017: $190,648Net Assets 2017: $1,684,0882017Assets 2018: $2,242,328Liabilities 2018: $165,965Net Assets 2018: $2,076,3632018Assets 2019: $1,838,019Liabilities 2019: $58,927Net Assets 2019: $1,779,0922019Assets 2020: $1,915,982Liabilities 2020: $47,359Net Assets 2020: $1,868,6232020Assets 2021: $2,728,554Liabilities 2021: $50,085Net Assets 2021: $2,678,4692021Assets 2022: $2,918,701Liabilities 2022: $38,943Net Assets 2022: $2,879,7582022Assets 2023: $6,593,547Liabilities 2023: $65,892Net Assets 2023: $6,527,6552023Assets 2024: $9,679,889Liabilities 2024: $54,662Net Assets 2024: $9,625,2272024

Highlighted filing

2018

Assets$2,242,328
Liabilities$165,965
Net Assets$2,076,363
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $412,9772012Revenue 2013: $841,187Expenses 2013: $721,161Net Income 2013: $120,0262013Revenue 2014: $1,658,027Expenses 2014: $1,123,594Net Income 2014: $534,4332014Revenue 2015: $1,998,317Expenses 2015: $1,716,799Net Income 2015: $281,5182015Revenue 2016: $2,004,857Expenses 2016: $1,882,432Net Income 2016: $122,4252016Revenue 2017: $2,350,301Expenses 2017: $1,814,052Net Income 2017: $536,2492017Revenue 2018: $2,205,799Expenses 2018: $1,813,524Net Income 2018: $392,2752018Revenue 2019: $2,356,377Expenses 2019: $2,653,648Net Income 2019: -$297,2712019Revenue 2020: $2,723,016Expenses 2020: $3,122,878Net Income 2020: -$399,8622020Revenue 2021: $3,487,224Expenses 2021: $2,935,286Net Income 2021: $551,9382021Revenue 2022: $4,157,316Expenses 2022: $3,818,760Net Income 2022: $338,5562022Revenue 2023: $7,271,733Expenses 2023: $3,623,836Net Income 2023: $3,647,8972023Revenue 2024: $7,295,986Expenses 2024: $4,198,414Net Income 2024: $3,097,5722024

Highlighted filing

2018

Revenue$2,205,799
Expenses$1,813,524
Net Income$392,275
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$2,205,799
Mission and Program Overview

Mission

The corporation was organized exclusively for charitable, educational, religious or scientific purposes, primarily to employ dentists and dental hygienists licensed in the state of mo to render dental services to medicaid receipients and low-income individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$801,224$1,077,167▲ $275,943
Land, Buildings, and Equipment, Net$645,254$747,701▲ $102,447
Cash and Non-Interest-Bearing Accounts$306,378$412,460▲ $106,082
Prepaid Expenses and Deferred Charges$121,880$5,000▼ $116,880
Total Assets$1,874,736$2,242,328▲ $367,592
Liabilities
Unsecured Notes Loans Payable$111,599$87,098▼ $24,501
Accounts Payable and Accrued Expenses$57,375$63,602▲ $6,227
Other Liabilities$21,674$15,265▼ $6,409
Total Liabilities$190,648$165,965▼ $24,683
Net Assets / Fund Balance
Unrestricted Net Assets$1,684,088$2,076,363▲ $392,275
Total Net Assets Fund Balance$1,684,088$2,076,363▲ $392,275
Total Liabilities and Net Assets / Fund Balance$1,874,736$2,242,328▲ $367,592

Asset Categories

AssetBook ValueDepreciationBasis
Land$32,564-$32,564
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Chyrelle BlountDentistPT$147,665$147,665
Sherry L CauleyFounder & CeFT$144,849$144,849
Jeffrey R Cauley MbaCOOFT$112,605$112,605
Julie LeslieDentistPT$101,124$101,124

Board Members and Trustees

NameTitle
Erik SchonhardtPast Board President
Amy Schomer MdBoard Member
Patrick Smith DcBoard Member
Kerry NobleBoard Presid
Diane WilliamsBoard Vice-p
Erik SchonhardtPast Board P
Lisa Goodwin RdhSecretary&tr
Revenue and Support

Revenue Composition

Contributions and Grants
$15,512
Program Service Revenue
$2,188,127
Investment Income
$2,160
Other Revenue
$0
All Other Contributions
$15,512
Change in Net Assets
$392,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$926,291
Salaries, Compensation, and Employee Benefits$887,233
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$794,648--$794,648
Fees for Services Other$260,986--$260,986
Depreciation Depletion$111,630--$111,630
Occupancy$107,169--$107,169
Payroll Taxes$80,822--$80,822
Insurance$66,186--$66,186
Office Expenses$63,877--$63,877
Travel$19,978--$19,978
Fees for Services Accounting$17,737--$17,737
Advertising$12,451--$12,451
Other Employee Benefits$11,763--$11,763
Interest$5,342--$5,342
All Other Expenses$4,596--$4,596
Conferences and Meetings$2,751--$2,751
Other Expenses$2,671--$2,671
Total Functional Expenses$1,813,524$0$0$1,813,524
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll & Ira Liabilities$15,265
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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

“The return is presented to the executive director and board prior to filing for review.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Upward Smiles Inc
EIN
45-2780221
Address
2820 ANCHOR DRIVE, FARMINGTON, MO 63640

Signing Officer

Name
Sherry L Cauley
Title
Founder & CEO
Phone
5733278010
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry L Cauley
Formed
2011
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
0
Employees
45

Preparer

Firm
Taylor Tax & Consulting LLC
Address
23 S FRANKLIN ST, FARMINGTON, MO 63640-2503
Preparer
Virginia Taylor CPA
Phone
5737010112
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The corporation was organized exclusively for charitable, educational, religious or scientific purposes, primarily to employ dentists and dental hygienists licensed in the state of mo to render dental services to medicaid receipients and low-income individuals.”

Form 990, Part IX, Line 11G

“Contracted svcs-dentists 260,986 0 0”

Raw XML Appendix390 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/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0801224
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01077167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0146371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0136324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0403903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0494048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01196158
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04394217
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01196158
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0146371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0136324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0403903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0494048
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01196158
IRS990ScheduleA/TotalSupportAmt01196158
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt032564
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt032564
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL & IRA LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032564
IRS990ScheduleD/TotalLiabilityAmt015265
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIK SCHONHARDT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PAST BOARD PRESIDENT
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS OR SCIENTIFIC PURPOSES, PRIMARILY TO EMPLOY DENTISTS AND DENTAL HYGIENISTS LICENSED IN THE STATE OF MO TO RENDER DENTAL SERVICES TO MEDICAID RECEIPIENTS AND LOW-INCOME INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PRESENTED TO THE EXECUTIVE DIRECTOR AND BOARD PRIOR TO FILING FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACTED SVCS-DENTISTS 260,986 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01874736
IRS990/TotalAssetsEOYAmt02242328
IRS990/TotalAssetsGrp/BOYAmt01874736
IRS990/TotalAssetsGrp/EOYAmt02242328
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015512
IRS990/TotalEmployeeCnt045
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01813524
IRS990/TotalFunctionalExpensesGrp/TotalAmt01813524
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0190648
IRS990/TotalLiabilitiesEOYAmt0165965
IRS990/TotalLiabilitiesGrp/BOYAmt0190648
IRS990/TotalLiabilitiesGrp/EOYAmt0165965
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01684088
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02076363
IRS990/TotalOtherProgSrvcExpenseAmt051059
IRS990/TotalProgramServiceExpensesAmt01813524
IRS990/TotalProgramServiceRevenueAmt02188127
IRS990/TotalReportableCompFromOrgAmt0506243
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02190287
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02205799
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01874736
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02242328
IRS990/TravelGrp/ProgramServicesAmt019978
IRS990/TravelGrp/TotalAmt019978
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01684088
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02076363
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0111599
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt087098
IRS990/USAddress/AddressLine1Txt02820 ANCHOR DRIVE
IRS990/USAddress/CityNm0FARMINGTON
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063640
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY L CAULEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05733278010
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPWARD SMILES INC
ReturnHeader/Filer/BusinessNameControlTxt0UPWA
ReturnHeader/Filer/EIN0452780221
ReturnHeader/Filer/USAddress/AddressLine1Txt02820 ANCHOR DRIVE
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063640
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId010FE7DAA13CAE1374B7121D467C70ED6DAEA8977
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010FE7DAA13CAE1374B7121D467C70ED6DAEA8977
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.234.141.107
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm021:35:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452580751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR TAX & CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 S FRANKLIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0636402503
ReturnHeader/PreparerPersonGrp/PhoneNum05737010112
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGINIA TAYLOR CPA
ReturnHeader/ReturnTs02019-05-15T21:35:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,242,328
Liabilities
$165,965
Net assets
$2,076,363
Revenue
$2,205,799
Expenses
$1,813,524
Net income
$392,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.68$0.05$9.63$7.30$4.20$3.10
2023Detailed filing. Detailed filing data is available for this year.$6.59$0.07$6.53$7.27$3.62$3.65
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.04$2.88$4.16$3.82$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.05$2.68$3.49$2.94$0.55
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.05$1.87$2.72$3.12$0.40
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.06$1.78$2.36$2.65$0.30
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.17$2.08$2.21$1.81$0.39
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.19$1.68$2.35$1.81$0.54
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.15$1.15$2.00$1.88$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.17$1.03$2.00$1.72$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.19$0.74$1.66$1.12$0.53
2013Summary only. Only limited summary data is available for this year.$0.23$0.02$0.21$0.84$0.72$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.03$0.09$0.41