Civic Intelligence

Heartland Casa

990 • Fiscal year 2018 • EIN 47-0793337

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 24, 2018

506 W 3rd StGrand Island, NE 68801

(308) 385-5125

Siviq Scores

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

Liabilities / Assets

81st percentile

0.14x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$49,440

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-5.0%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$131,878

Down $6,946 (-5.0%) from 2017

Net Assets

Down

$112,826

Down $16,930 (-13%) from 2017

Liabilities

Up

$19,052

Up $9,984 (+110%) from 2017

Revenue

Down

$270,777

Down $52,986 (-16%) from 2017

Expenses

Down

$287,707

Down $24,893 (-8.0%) from 2017

Net Income

Down

-$16,930

Down $28,093 (-252%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $99,745Liabilities 2010: $19,223Net Assets 2010: $80,5222010Assets 2011: $79,310Liabilities 2011: $24,501Net Assets 2011: $54,8092011Assets 2012: $92,966Liabilities 2012: $30,244Net Assets 2012: $62,7222012Assets 2013: $92,115Liabilities 2013: $28,467Net Assets 2013: $63,6482013Assets 2014: $124,242Liabilities 2014: $2,258Net Assets 2014: $121,9842014Assets 2015: $115,234Liabilities 2015: $2,708Net Assets 2015: $112,5262015Assets 2016: $125,394Liabilities 2016: $14,375Net Assets 2016: $111,0192016Assets 2017: $138,824Liabilities 2017: $9,068Net Assets 2017: $129,7562017Assets 2018: $131,878Liabilities 2018: $19,052Net Assets 2018: $112,8262018Assets 2019: $92,994Liabilities 2019: $13,110Net Assets 2019: $79,8842019Assets 2020: $107,692Liabilities 2020: $3,684Net Assets 2020: $104,0082020Assets 2021: $131,250Liabilities 2021: $6,152Net Assets 2021: $125,0982021Assets 2022: $144,956Liabilities 2022: $6,377Net Assets 2022: $138,5792022Assets 2023: $117,161Liabilities 2023: $9,0282023Assets 2024: $114,687Liabilities 2024: $13,6682024Assets 2025: $131,520Liabilities 2025: $16,698Net Assets 2025: $114,8222025

Highlighted filing

2018

Assets$131,878
Liabilities$19,052
Net Assets$112,826

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $102,973Expenses 2010: $93,775Net Income 2010: $9,1982010Revenue 2011: $83,439Expenses 2011: $109,152Net Income 2011: -$25,7132011Revenue 2012: $129,922Expenses 2012: $122,009Net Income 2012: $7,9132012Revenue 2013: $126,381Expenses 2013: $126,496Net Income 2013: -$1152013Revenue 2014: $162,621Expenses 2014: $125,017Net Income 2014: $37,6042014Revenue 2015: $152,894Expenses 2015: $162,352Net Income 2015: -$9,4582015Revenue 2016: $146,566Expenses 2016: $148,073Net Income 2016: -$1,5072016Revenue 2017: $323,763Expenses 2017: $312,600Net Income 2017: $11,1632017Revenue 2018: $270,777Expenses 2018: $287,707Net Income 2018: -$16,9302018Revenue 2019: $268,855Expenses 2019: $301,797Net Income 2019: -$32,9422019Revenue 2020: $148,327Expenses 2020: $124,203Net Income 2020: $24,1242020Revenue 2021: $155,288Expenses 2021: $134,198Net Income 2021: $21,0902021Revenue 2022: $149,317Expenses 2022: $135,836Net Income 2022: $13,4812022Revenue 2023: $146,066Expenses 2023: $176,512Net Income 2023: -$30,4462023Revenue 2024: $175,413Expenses 2024: $182,528Net Income 2024: -$7,1152024Revenue 2025: $222,415Expenses 2025: $208,612Net Income 2025: $13,8032025

Highlighted filing

2018

Revenue$270,777
Expenses$287,707
Net Income-$16,930
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 24, 2018
Return Version
2017v2.3
Gross Receipts
$270,777
Mission and Program Overview

Mission

Heartland casa (court appointed special advocate) supports abused and neglected children in the court system through recruiting and training informed, caring volunteers who speak for these children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$41,312$37,790▼ $3,522
Land, Buildings, and Equipment, Net$41,829$37,544▼ $4,285
Cash and Non-Interest-Bearing Accounts$5,717$27,825▲ $22,108
Savings and Temporary Cash Investments$18,083$18,146▲ $63
Accounts Receivable$29,050$7,562▼ $21,488
Prepaid Expenses and Deferred Charges$2,833$3,011▲ $178
Total Assets$138,824$131,878▼ $6,946
Liabilities
Accounts Payable and Accrued Expenses$9,068$19,052▲ $9,984
Total Liabilities$9,068$19,052▲ $9,984
Net Assets / Fund Balance
Unrestricted Net Assets$85,519$73,672▼ $11,847
Temporarily Rstr Net Assets$44,237$39,154▼ $5,083
Total Net Assets Fund Balance$129,756$112,826▼ $16,930
Total Liabilities and Net Assets / Fund Balance$138,824$131,878▼ $6,946

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$27,919$10,153$38,072
Equipment$9,625$11,968$21,593
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy BennettExecutive DiFT$49,440$49,440

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$260,282
Program Service Revenue
$0
Investment Income
$90
Other Revenue
$10,405
All Other Contributions
$260,282
Change in Net Assets
$-16,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$270,777
Total Revenue per Audited Statements
$270,777
Total Revenue per Form 990
$270,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$167,999
Other Expenses$119,708
Total Fundraising Expense$3,025
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,757$26,586-$106,343
Current Officers, Directors, Trustees, and Key Employees$37,080$12,360-$49,440
Occupancy$12,410$1,379-$13,789
Payroll Taxes$9,162$3,054-$12,216
All Other Expenses$8,550$500-$9,050
Conferences and Meetings$7,562--$7,562
Insurance$4,103$456-$4,559
Depreciation Depletion$4,285--$4,285
Fees for Services Accounting$3,904--$3,904
Travel$3,118--$3,118
Other Expenses$2,532-$3,025$2,532
Total Functional Expenses$240,347$44,335$3,025$287,707

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$287,707
Total Expenses per Audited Statements$287,707
Total Expenses per Form 990$287,707
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,595
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
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
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 board of director's reviews and approves form 990 before it is filed.

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

The executive director and board of director's review conflict's of interest with employees as needed.

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

The board of director's reviews and approves the salary for the executive director annually.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Heartland Casa
EIN
47-0793337
Phone
3083855125
Address
506 W 3RD ST, GRAND ISLAND, NE 68801

Signing Officer

Name
Yvette Engelhaupt
Title
Board Chair
Phone
3083855125
Signed
2018-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yvette Engelhaupt
Formed
1996
Legal Domicile
Ne
Voting Board Members
12
Independent Board Members
12
Employees
9
Volunteers
28

Preparer

Firm
Almquist Maltzahn Galloway & Luth Pc
Address
PO BOX 1407, GRAND ISLAND, NE 68802-1407
Preparer
Marcy J Luth CPA
Phone
3083811810
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0106343
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03054
IRS990/PayrollTaxesGrp/ProgramServicesAmt09162
IRS990/PayrollTaxesGrp/TotalAmt012216
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt041312
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt037790
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02833
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03011
IRS990/PrincipalOfficerNm0YVETTE ENGELHAUPT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0311693
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0123
IRS990/PYOtherExpensesAmt0186963
IRS990/PYOtherRevenueAmt011947
IRS990/PYRevenuesLessExpensesAmt011163
IRS990/PYSalariesCompEmpBnftPaidAmt0125637
IRS990/PYTotalExpensesAmt0312600
IRS990/PYTotalRevenueAmt0323763
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16930
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018083
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018146
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt01,244
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0260282
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0311693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0133397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0144878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01006728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0148
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0234
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0760
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010405
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0700
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0544
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01244
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportPY170Pct00.99690
IRS990ScheduleA/PublicSupportTotal170Amt01006728
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0260282
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0311693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0133397
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0144878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156478
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01006728
IRS990ScheduleA/TotalSupportAmt01009233
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0501
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0501
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt09625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011968
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021593
IRS990ScheduleD/ExpensesSubtotalAmt0287707
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt027919
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010153
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt038072
IRS990ScheduleD/RevenueSubtotalAmt0270777
IRS990ScheduleD/TotalBookValueLandBuildingsAmt037544
IRS990ScheduleD/TotalExpensesPerForm990Amt0287707
IRS990ScheduleD/TotalRevenuePerForm990Amt0270777
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0270777
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0287707
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTOR'S REVIEWS AND APPROVES FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTOR'S REVIEW CONFLICT'S OF INTEREST WITH EMPLOYEES AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTOR'S REVIEWS AND APPROVES THE SALARY FOR THE EXECUTIVE DIRECTOR ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt044237
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt039154
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0138824
IRS990/TotalAssetsEOYAmt0131878
IRS990/TotalAssetsGrp/BOYAmt0138824
IRS990/TotalAssetsGrp/EOYAmt0131878
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0260282
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03025
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044335
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0240347
IRS990/TotalFunctionalExpensesGrp/TotalAmt0287707
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09068
IRS990/TotalLiabilitiesEOYAmt019052
IRS990/TotalLiabilitiesGrp/BOYAmt09068
IRS990/TotalLiabilitiesGrp/EOYAmt019052
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0129756
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0112826
IRS990/TotalProgramServiceExpensesAmt0240347
IRS990/TotalReportableCompFromOrgAmt049440
IRS990/TotalRevenueGrp/ExclusionAmt090
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0810
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270777
IRS990/TotalVolunteersCnt028
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0138824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0131878
IRS990/TravelGrp/ProgramServicesAmt03118
IRS990/TravelGrp/TotalAmt03118
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt085519
IRS990/UnrestrictedNetAssetsGrp/EOYAmt073672
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0506 W 3RD ST
IRS990/USAddress/CityNm0GRAND ISLAND
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068801
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.HEARTLANDCASA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YVETTE ENGELHAUPT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03083855125
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTLAND CASA
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0470793337
ReturnHeader/Filer/PhoneNum03083855125

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.17$1.15$2.22$2.09$0.14
2024Summary only. Only limited summary data is available for this year.$1.15$0.14$1.75$1.83$0.07
2023Summary only. Only limited summary data is available for this year.$1.17$0.09$1.46$1.77$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.06$1.39$1.49$1.36$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.06$1.25$1.55$1.34$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.04$1.04$1.48$1.24$0.24
2019Summary only. Only limited summary data is available for this year.$0.93$0.13$0.80$2.69$3.02$0.33
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.19$1.13$2.71$2.88$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.09$1.30$3.24$3.13$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.14$1.11$1.47$1.48$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.13$1.53$1.62$0.09
2014Summary only. Only limited summary data is available for this year.$1.24$0.02$1.22$1.63$1.25$0.38
2013Summary only. Only limited summary data is available for this year.$0.92$0.28$0.64$1.26$1.26$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.30$0.63$1.30$1.22$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.25$0.55$0.83$1.09$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.19$0.81$1.03$0.94$0.09