Civic Intelligence

Upper Midwest Association Promotional Professionals

990 • Fiscal year 2023 • EIN 52-1277150

Jan 01, 2023 to Dec 31, 2023 • Filed on May 31, 2024

9292 Dartford RoadWoodbury, MN 55125

(651) 734-9767

Siviq Scores

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

Liabilities / Assets

60th percentile

0.11x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.42x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

63rd percentile

8.2%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

0.5%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$534,719

Up $93,904 (+21%) from 2022

Net Assets

Up

$476,896

Up $94,761 (+25%) from 2022

Liabilities

Down

$57,823

Down $857 (-1.5%) from 2022

Revenue

Up

$137,909

Up $643 (+0.5%) from 2022

Expenses

Down

$126,646

Down $3,268 (-2.5%) from 2022

Net Income

Up

$11,263

Up $3,911 (+53%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $194,012Liabilities 2011: $31,552Net Assets 2011: $162,4602011Assets 2012: $233,671Liabilities 2012: $42,769Net Assets 2012: $190,9022012Assets 2013: $372,820Liabilities 2013: $119,830Net Assets 2013: $252,9902013Assets 2014: $394,135Liabilities 2014: $108,190Net Assets 2014: $285,9452014Assets 2015: $371,882Liabilities 2015: $90,782Net Assets 2015: $281,1002015Assets 2016: $392,880Liabilities 2016: $57,384Net Assets 2016: $335,4962016Assets 2017: $478,406Liabilities 2017: $89,066Net Assets 2017: $389,3402017Assets 2018: $435,612Liabilities 2018: $79,131Net Assets 2018: $356,4812018Assets 2019: $488,332Liabilities 2019: $55,511Net Assets 2019: $432,8212019Assets 2020: $471,028Liabilities 2020: $40,130Net Assets 2020: $430,8982020Assets 2021: $544,233Liabilities 2021: $40,610Net Assets 2021: $503,6232021Assets 2022: $440,815Liabilities 2022: $58,680Net Assets 2022: $382,1352022Assets 2023: $534,719Liabilities 2023: $57,823Net Assets 2023: $476,8962023Assets 2024: $595,515Liabilities 2024: $27,523Net Assets 2024: $567,9922024Assets 2025: $634,547Liabilities 2025: $20,550Net Assets 2025: $613,9972025

Highlighted filing

2023

Assets$534,719
Liabilities$57,823
Net Assets$476,896

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $186,321Expenses 2011: $196,010Net Income 2011: -$9,6892011Expenses 2012: $194,7922012Revenue 2013: $174,046Expenses 2013: $165,842Net Income 2013: $8,2042013Revenue 2014: $187,342Expenses 2014: $167,088Net Income 2014: $20,2542014Revenue 2015: $179,591Expenses 2015: $158,891Net Income 2015: $20,7002015Revenue 2016: $185,862Expenses 2016: $154,809Net Income 2016: $31,0532016Revenue 2017: $193,137Expenses 2017: $160,591Net Income 2017: $32,5462017Revenue 2018: $182,044Expenses 2018: $182,241Net Income 2018: -$1972018Revenue 2019: $177,460Expenses 2019: $157,605Net Income 2019: $19,8552019Revenue 2020: $85,357Expenses 2020: $112,441Net Income 2020: -$27,0842020Revenue 2021: $114,045Expenses 2021: $113,968Net Income 2021: $772021Revenue 2022: $137,266Expenses 2022: $129,914Net Income 2022: $7,3522022Revenue 2023: $137,909Expenses 2023: $126,646Net Income 2023: $11,2632023Revenue 2024: $154,641Expenses 2024: $129,426Net Income 2024: $25,2152024Revenue 2025: $147,808Expenses 2025: $132,238Net Income 2025: $15,5702025

Highlighted filing

2023

Revenue$137,909
Expenses$126,646
Net Income$11,263
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 31, 2024
Return Version
2023v5.0
Gross Receipts
$146,293
Mission and Program Overview

Mission

The upper midwest association of promotional professionals is a trade association whose members are companies established in the promotional products industry. Umapp connects industry professionals by hosting trade shows, education and networking events, in addition to providing tools and resources to enrich businesses.

Umapp continually works to achieve the highest standards of professionalism and foster opportunity for growth in the promotional products industry. It offers a growing range of educational and business resources to help members prosper and establish leadership positions in today's competitive business environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$382,135$476,896▲ $94,761
Savings and Temporary Cash Investments$369,965$464,881▲ $94,916
Accounts Receivable$35,568$36,783▲ $1,215
Cash and Non-Interest-Bearing Accounts$28,743$28,025▼ $718
Prepaid Expenses and Deferred Charges$6,539$5,030▼ $1,509
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$440,815$534,719▲ $93,904
Liabilities
Deferred Revenue$54,455$56,548▲ $2,093
Accounts Payable and Accrued Expenses$4,225$1,275▼ $2,950
Total Liabilities$58,680$57,823▼ $857
Net Assets / Fund Balance
Total Net Assets Fund Balance$382,135$476,896▲ $94,761
Total Liabilities and Net Assets / Fund Balance$440,815$534,719▲ $93,904

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,296$1,296
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sabrina FranzImmediate Past President
Taylor BorstPresident
Chris BabiashVice President/treasurer
Hillary FederBoard Member
Jamie JohnsonBoard Member
Kelly NussbaumBoard Member
Patrick NapurskiBoard Member
Misty FriedrichsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,340
Program Service Revenue
$122,433
Investment Income
$11,502
Other Revenue
$634
Change in Net Assets
$11,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$66,306
Other Expenses$60,115
Grants and Similar Amounts Paid$225
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$61,189
Occupancy---$6,172
Office Expenses---$5,183
Payroll Taxes---$5,117
Fees for Services Accounting---$4,572
Conferences and Meetings---$3,834
Information Technology---$2,413
Insurance---$2,152
Other Expenses---$1,245
Fees for Services Other---$701
All Other Expenses---$549
Travel---$408
Grants to Domestic Individuals---$225
Total Functional Expenses$0$0$0$126,646
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,384
Fundraising Gross Income$6,624
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is a trade association and has members.

Form 990, Part VI, Section A, Line 7A

Members are allowed to vote to elect various members of the board of directors with the exception of the secretary's position, which is appointed by the executive board.

Form 990, Part VI, Section A, Line 7B

The only decisions of the governing body that are subject to member approval are changes made to the organization's by-laws.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the treasurer ahead of filing.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policies are reviewed every year at our annual board orientation meeting. Written policies are always availalbe in a secure area of the association's website.

Form 990, Part VI, Section B, Line 15A

The executive director is the only compensated person with umapp. The executive board provides an annual review of the executive director's performance and salary history each year.

Form 990, Part VI, Section C, Line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Upper Midwest Association
EIN
52-1277150
Phone
6517349767
Address
9292 DARTFORD ROAD, WOODBURY, MN 55125

Signing Officer

Name
Chris Babiash
Title
Treasurer
Phone
6517349767
Signed
2024-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Borst
Formed
1980
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
20

Preparer

Firm
Boulay Pllp
Address
11095 VIKING DRIVE-STE 500, EDEN PRAIRIE, MN 55344
Preparer
Scott W Manion
Phone
9528939320
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Implemented a new event as part of program service achievement 4b: seminars, meetings, special events called lunch 'n learn. This is a luncheon where a select few suppliers make a 30 minute presentation to a group of distributors.

Raw XML Appendix370 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/ActivityOrMissionDesc0UMAPP CONTINUALLY WORKS TO ACHIEVE THE HIGHEST STANDARDS OF PROFESSIONALISM AND FOSTER OPPORTUNITY FOR GROWTH IN THE PROMOTIONAL PRODUCTS INDUSTRY. IT OFFERS A GROWING RANGE OF EDUCATIONAL AND BUSINESS RESOURCES TO HELP MEMBERS PROSPER AND ESTABLISH LEADERSHIP POSITIONS IN TODAY'S COMPETITIVE BUSINESS ENVIRONMENT.
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IRS990/MissionDesc0THE UPPER MIDWEST ASSOCIATION OF PROMOTIONAL PROFESSIONALS IS A TRADE ASSOCIATION WHOSE MEMBERS ARE COMPANIES ESTABLISHED IN THE PROMOTIONAL PRODUCTS INDUSTRY. UMAPP CONNECTS INDUSTRY PROFESSIONALS BY HOSTING TRADE SHOWS, EDUCATION AND NETWORKING EVENTS, IN ADDITION TO PROVIDING TOOLS AND RESOURCES TO ENRICH BUSINESSES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SEMINARS, MEETINGS, SPECIAL EVENTS - APPROXIMATELY 24 PROFESSIONAL DEVELOPMENT WEBINARS AND A SMALL NUMBER OF CASUAL NETWORKING EVENTS, PLUS A FACTORY TOUR AND AN OCCASIONAL IN-PERSON EDUCATION EVENT ARE HELD EACH YEAR FOR THE MEMBERS. 20-40 ATTENDEES ARE SERVED AT THESE IN-PERSON EVENTS, A VARYING NUMBER FOR THE WEBINARS AND 30-40 FOR THE FACTORY TOURS AND EDUCATION EVENTS. A NEW ADDITION TO THIS PROGRAM IS A LUNCHEON EVENT WHERE SUPPLIERS MAKE 30-MINUTE PRESENTATIONS TO A GROUP OF DISTRIBUTORS.
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION - ONE $1,000 SCHOLARSHIP IS AVAILABLE TO A COLLEGE STUDENT EARNING CONTINUING EDUCATION CREDITS. THIS SCHOLARSHIP IS GIVEN TO PROMOTE EDUCATION AND OUR INDUSTRY. ONE $500 SCHOLARSHIP IS AVAILABLE TO AN INDIVIDUAL TO PURSUE THEIR INDUSTRY DESIGNATION THROUGH CEUS.
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029582
IRS990/PYOtherExpensesAmt060763
IRS990/PYOtherRevenueAmt04798
IRS990/PYProgramServiceRevenueAmt0102886
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IRS990/PYTotalExpensesAmt0129914
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0137266
IRS990/ReconcilationRevenueExpnssAmt011263
IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0476896
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01296
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IMPLEMENTED A NEW EVENT AS PART OF PROGRAM SERVICE ACHIEVEMENT 4B: SEMINARS, MEETINGS, SPECIAL EVENTS CALLED LUNCH 'N LEARN. THIS IS A LUNCHEON WHERE A SELECT FEW SUPPLIERS MAKE A 30 MINUTE PRESENTATION TO A GROUP OF DISTRIBUTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A TRADE ASSOCIATION AND HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE ALLOWED TO VOTE TO ELECT VARIOUS MEMBERS OF THE BOARD OF DIRECTORS WITH THE EXCEPTION OF THE SECRETARY'S POSITION, WHICH IS APPOINTED BY THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ONLY DECISIONS OF THE GOVERNING BODY THAT ARE SUBJECT TO MEMBER APPROVAL ARE CHANGES MADE TO THE ORGANIZATION'S BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED BY THE TREASURER AHEAD OF FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICIES ARE REVIEWED EVERY YEAR AT OUR ANNUAL BOARD ORIENTATION MEETING. WRITTEN POLICIES ARE ALWAYS AVAILALBE IN A SECURE AREA OF THE ASSOCIATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE EXECUTIVE DIRECTOR IS THE ONLY COMPENSATED PERSON WITH UMAPP. THE EXECUTIVE BOARD PROVIDES AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND SALARY HISTORY EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0440815
IRS990/TotalAssetsGrp/EOYAmt0534719
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt01
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IRS990/TotalLiabilitiesGrp/EOYAmt057823
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0124077
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137909
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0750
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/CityNm0WOODBURY
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055125
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.UMAPP.ORG
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS BABIASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517349767
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MIDWEST ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROMOTIONAL PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
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ReturnHeader/Filer/PhoneNum06517349767
ReturnHeader/Filer/USAddress/AddressLine1Txt09292 DARTFORD ROAD
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410887288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOULAY PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011095 VIKING DRIVE-STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDEN PRAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055344
ReturnHeader/PreparerPersonGrp/PhoneNum09528939320
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT W MANION
ReturnHeader/ReturnTs02024-06-10T16:07:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BABIASH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.35$0.21$6.14$1.48$1.32$0.16
2024Detailed filing. Detailed filing data is available for this year.$5.96$0.28$5.68$1.55$1.29$0.25
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.58$4.77$1.38$1.27$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.59$3.82$1.37$1.30$0.07
2021Detailed filing. Detailed filing data is available for this year.$5.44$0.41$5.04$1.14$1.14$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.71$0.40$4.31$0.85$1.12$0.27
2019Detailed filing. Detailed filing data is available for this year.$4.88$0.56$4.33$1.77$1.58$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.36$0.79$3.56$1.82$1.82$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.78$0.89$3.89$1.93$1.61$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.93$0.57$3.35$1.86$1.55$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.72$0.91$2.81$1.80$1.59$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.94$1.08$2.86$1.87$1.67$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.73$1.20$2.53$1.74$1.66$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.43$1.91$1.95
2011Summary only. Only limited summary data is available for this year.$1.94$0.32$1.62$1.86$1.96$0.10