Civic Intelligence

Association for Prevention Teaching and Research Inc

990 • Fiscal year 2016 • EIN 52-1314223

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 02, 2017

1001 Connecticut Avenue NW No 610Washington, DC 20036

(202) 463-0550

Siviq Scores

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

Liabilities / Assets

51st percentile

0.10x

Higher debt load relative to assets than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$167,443

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

68th percentile

7.5%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

38%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,183,006

Up $82,282 (+7.5%) from 2015

Net Assets

Up

$1,060,194

Up $437,438 (+70%) from 2015

Liabilities

Down

$122,812

Down $355,156 (-74%) from 2015

Revenue

Up

$1,580,192

Up $437,609 (+38%) from 2015

Expenses

Up

$1,175,332

Up $89,189 (+8.2%) from 2015

Net Income

Up

$404,860

Up $348,420 (+617%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,304,564Liabilities 2010: $467,576Net Assets 2010: $836,9882010Assets 2011: $1,189,604Liabilities 2011: $438,172Net Assets 2011: $751,4322011Assets 2012: $953,590Liabilities 2012: $106,722Net Assets 2012: $846,8682012Assets 2013: $1,113,150Liabilities 2013: $360,075Net Assets 2013: $753,0752013Assets 2014: $1,019,600Liabilities 2014: $385,816Net Assets 2014: $633,7842014Assets 2015: $1,100,724Liabilities 2015: $477,968Net Assets 2015: $622,7562015Assets 2016: $1,183,006Liabilities 2016: $122,812Net Assets 2016: $1,060,1942016Assets 2017: $1,309,365Liabilities 2017: $141,561Net Assets 2017: $1,167,8042017Assets 2018: $1,168,074Liabilities 2018: $193,560Net Assets 2018: $974,5142018Assets 2019: $1,147,820Liabilities 2019: $138,596Net Assets 2019: $1,009,2242019Assets 2020: $1,119,787Liabilities 2020: $92,501Net Assets 2020: $1,027,2862020Assets 2021: $1,226,303Liabilities 2021: $141,139Net Assets 2021: $1,085,1642021Assets 2022: $896,162Liabilities 2022: $90,324Net Assets 2022: $805,8382022Assets 2023: $738,534Liabilities 2023: $98,855Net Assets 2023: $639,6792023Assets 2024: $5,054,220Liabilities 2024: $89,327Net Assets 2024: $4,964,8932024

Highlighted filing

2016

Assets$1,183,006
Liabilities$122,812
Net Assets$1,060,194

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,101,3222010Expenses 2011: $3,835,3772011Expenses 2012: $2,427,4782012Revenue 2013: $959,335Expenses 2013: $1,099,808Net Income 2013: -$140,4732013Revenue 2014: $1,090,975Expenses 2014: $1,200,416Net Income 2014: -$109,4412014Revenue 2015: $1,142,583Expenses 2015: $1,086,143Net Income 2015: $56,4402015Revenue 2016: $1,580,192Expenses 2016: $1,175,332Net Income 2016: $404,8602016Revenue 2017: $1,471,136Expenses 2017: $1,411,101Net Income 2017: $60,0352017Revenue 2018: $788,433Expenses 2018: $876,538Net Income 2018: -$88,1052018Revenue 2019: $880,701Expenses 2019: $957,353Net Income 2019: -$76,6522019Revenue 2020: $764,866Expenses 2020: $838,982Net Income 2020: -$74,1162020Revenue 2021: $886,527Expenses 2021: $917,775Net Income 2021: -$31,2482021Revenue 2022: $918,289Expenses 2022: $870,505Net Income 2022: $47,7842022Revenue 2023: $311,484Expenses 2023: $554,984Net Income 2023: -$243,5002023Revenue 2024: $4,196,857Expenses 2024: $545,246Net Income 2024: $3,651,6112024

Highlighted filing

2016

Revenue$1,580,192
Expenses$1,175,332
Net Income$404,860
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 2, 2017
Return Version
2016v3.0
Gross Receipts
$1,784,197
Mission and Program Overview

Mission

Lead innovation in population health and prevention education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$744,789$784,951▲ $40,162
Pledges and Grants Receivable$315,602$277,724▼ $37,878
Cash and Non-Interest-Bearing Accounts$21,345$96,582▲ $75,237
Prepaid Expenses and Deferred Charges$10,944$15,645▲ $4,701
Accounts Receivable$349$409▲ $60
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,100,724$1,183,006▲ $82,282
Other Assets Total$7,695$7,695→ $0
Liabilities
Deferred Revenue$56,530$65,815▲ $9,285
Accounts Payable and Accrued Expenses$141,000$52,681▼ $88,319
Other Liabilities$280,438$4,316▼ $276,122
Total Liabilities$477,968$122,812▼ $355,156
Net Assets / Fund Balance
Unrestricted Net Assets$622,756$1,060,194▲ $437,438
Total Net Assets Fund Balance$622,756$1,060,194▲ $437,438
Total Liabilities and Net Assets / Fund Balance$1,100,724$1,183,006▲ $82,282

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$23,420$23,420
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison L LewisExecutive DirectorFT$140,734$26,709$167,443

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,425,590
Program Service Revenue
$141,450
Investment Income
$12,641
Other Revenue
$511
All Other Contributions
$2,800
Change in Net Assets
$404,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,580,192
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$32,578
Total Revenue per Audited Statements
$1,612,770
Total Revenue per Form 990
$1,580,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$637,701
Salaries, Compensation, and Employee Benefits$374,556
Grants and Similar Amounts Paid$163,075
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$184,323$1,960-$186,283
Current Officers, Directors, Trustees, and Key Employees$129,118$38,325-$167,443
Other Salaries and Wages$125,575$41,341-$166,916
Grants to Domestic Individuals$147,075--$147,075
Fees for Services Accounting$38,826$50,956-$89,782
Occupancy-$66,996-$66,996
Conferences and Meetings$35,326--$35,326
Travel$31,298$3,091-$34,389
Office Expenses$8,083$19,601-$27,684
Payroll Taxes$19,164$2,861-$22,025
Information Technology$7,478$9,814-$17,292
Grants to Domestic Orgs$16,000--$16,000
Other Employee Benefits$9,475$1,419-$10,894
Pension Plan Contributions$6,333$945-$7,278
Insurance-$6,405-$6,405
Advertising$2,547--$2,547
Fees for Services Legal$172$225-$397
Other Expenses$163,560$-163,560-$0
Total Functional Expenses$1,089,993$85,339$0$1,175,332

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,175,332
Total Expenses per Audited Statements$1,175,332
Total Expenses per Form 990$1,175,332
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Association of American Medical CollegesWashington, DC501(c)(3)Development of an online, interprofessional Simulation Training in Population Health$15,000
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
Deferred rent$4,316
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 Association has members. Membership is open to faculty, students, and residents from all health professions, as well as their institutions.

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

All members vote for three governing board members each year. They also elect a new president every other year.

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

Any decisions such as changes to the by-laws are subject to approval by the members; the governing board recommends such changes from time to time.

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

The Executive Director and the outsourced accountant review the 990 in draft before it is finalized. When it is considered final, the 990 will be sent electronically to each voting board member for review.

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

Board members must submit annual disclosure statements. Employees must discuss with the Executive Director any activities that might give rise to a conflict of interest.

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

APTR subscribes to compensation surveys which the Executive Committee uses to determine the Executive Director's salary. The Executive Director uses these same compensation surveys when deciding staff salaries, comparing comparable positions, experience, etc. In recent years, the only increases have been cost-of-living adjustments.

Form 990, Part VI, Section C, line 19

APTR does not make its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Association for Prevention Teaching
EIN
52-1314223
Phone
2024630550
Address
1001 Connecticut Avenue NW No 610, Washington, DC 20036

Signing Officer

Name
Allison L Lewis
Title
Executive Director
Phone
2024630550
Signed
2017-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison L Lewis
Formed
1983
Legal Domicile
Dc
Voting Board Members
16
Independent Board Members
16
Employees
5
Volunteers
20

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Lori A Collingsworth
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1, Description of Organization Mission:

Established in 1942, the Association for Prevention Teaching and Research (APTR) is the national membership association for medical and health professions institutions and their faculty advancing prevention and population health education and research. APTR members include preventive medicine programs and their related graduate programs in public health, medical school departments with a population health focus, health professions schools, and faculty responsible for teaching population health. The APTR Council of Graduate Programs in Public Health supports those accredited and emerging graduate programs across the U.S. that grant a variety of public health degrees. Mission: Lead innovation in population health and prevention education. Vision: Population health and prevention are integral parts of every health professional's education.

Form 990, Part IX, line 11G

Consultants and other services: Program service expenses 184,323. Management and general expenses 1,960. Fundraising expenses 0. Total expenses 186,283.

Form 990, Part XII, Line 2C:

APTR's Audit Committee is responsible for oversight of the audit, including selection of the independent accountant. The process has not changed from previous years.

Financial Statement Notes

Part X, Line 2:

Management has evaluated APTR's tax positions and concluded that APTR's financial statements do not include any uncertain tax positions.

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IRS990/Form990PartVIISectionAGrp/TitleTxt12Member/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Past-President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Ex-Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt15Ex-Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Director
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IRS990/InsuranceGrp/ManagementAndGeneralAmt06405
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IRS990/MissionDesc0Lead innovation in population health and prevention education.
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IRS990/OfficerMailingAddressInd00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01419
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09475
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010894
IRS990/OtherExpensesGrp/Desc0Publications
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04615
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1345
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IRS990/OtherExpensesGrp/ProgramServicesAmt2163560
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IRS990/OtherExpensesGrp/TotalAmt2345
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IRS990/OtherRevenueMiscGrp/Desc0Write-offs/ Misc. receipts
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0492
IRS990/OtherRevenueTotalAmt0492
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041341
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0125575
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02861
IRS990/PayrollTaxesGrp/ProgramServicesAmt019164
IRS990/PayrollTaxesGrp/TotalAmt022025
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0945
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010944
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt157380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt217985
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217985
IRS990/ProgSrvcAccomActy2Grp/Desc0Office of Disease Prevention and Health Promotion - APTR works with the Office of Disease Prevention and Health Promotion (ODPHP) through a cooperative agreement to offer residency rotations for preventive medicine residents to gain experience in health policy settings, to coordinate the Luther Terry Fellowship which provides a link between ODPHP and the primary care and preventive medicine community, to sponsor the Paul Ambrose Health Promotion Student Leadership Symposium, and for a variety of other activities related primarily to the development of Healthy People 2020.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0145176
IRS990/ProgSrvcAccomActy2Grp/GrantAmt036699
IRS990/ProgSrvcAccomActy3Grp/Desc0Agency for Healthcare Research and Quality APTR works with the Agency for Healthcare Research and Quality (AHRQ) through a contract agreement to re-establish a preventive medicine and primacy care residency rotation program to assist in providing scientific and dissemination support to the U.S. Preventive Services Task Force.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt028856
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03100
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Member Services - APTR's member services programs provide the resources and opportunities for members to interact and exchange information to enhance prevention education and research. Towards this goal, APTR hosts an annual meeting that focuses on the teaching of prevention; it publishes print and electronic newsletters and, in collaboration with a sister organization, a peer-reviewed journal; and it provides opportunities for its members to join its federal partners in achieving health reserach and policy goals.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt08406
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0141450
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0918652
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0102141
IRS990/PYInvestmentIncomeAmt072331
IRS990/PYOtherExpensesAmt0599313
IRS990/PYOtherRevenueAmt01620
IRS990/PYProgramServiceRevenueAmt0149980
IRS990/PYRevenuesLessExpensesAmt056440
IRS990/PYSalariesCompEmpBnftPaidAmt0384689
IRS990/PYTotalExpensesAmt01086143
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01142583
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0918652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0875483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0754652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02315775
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018976
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024642
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023646
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015640
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0141450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0149980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0113730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0125280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0121514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0651954
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028501
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015640
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0111405

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.05$0.09$4.96$4.20$0.55$3.65
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.10$0.64$0.31$0.55$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.09$0.81$0.92$0.87$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.14$1.09$0.89$0.92$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.09$1.03$0.76$0.84$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.14$1.01$0.88$0.96$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.19$0.97$0.79$0.88$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.14$1.17$1.47$1.41$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.12$1.06$1.58$1.18$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.48$0.62$1.14$1.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.39$0.63$1.09$1.20$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.36$0.75$0.96$1.10$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.11$0.85$2.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.44$0.75$3.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.47$0.84$5.10