Civic Intelligence

Historic Sotterley Inc.

990 • Fiscal year 2016 • EIN 52-6037721

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

Organization ProfileWWW.SOTTERLEY.ORG

View Organization Page

44300 Sotterley Lane PO Box 67Hollywood, MD 20636

(301) 373-2280

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.15x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

65th percentile

8.0%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

45th percentile

$52,500

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

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

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

65th percentile

9.9%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,165,547

Up $17,166 (+0.5%) from 2015

Net Assets

Up

$3,033,053

Up $44,590 (+1.5%) from 2015

Liabilities

Down

$132,494

Down $27,424 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin65th percentile

Revenue

Up

$880,313

Up $78,975 (+9.9%) from 2015

Expenses

Down

$810,315

Down $74,939 (-8.5%) from 2015

Net Income

Up

$69,998

Up $153,914 (+183%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,470,525Liabilities 2011: $111,844Net Assets 2011: $3,358,6812011Assets 2012: $3,444,520Liabilities 2012: $83,306Net Assets 2012: $3,361,2142012Assets 2013: $3,337,760Liabilities 2013: $68,892Net Assets 2013: $3,268,8682013Assets 2014: $3,221,619Liabilities 2014: $115,260Net Assets 2014: $3,106,3592014Assets 2015: $3,148,381Liabilities 2015: $159,918Net Assets 2015: $2,988,4632015Assets 2016: $3,165,547Liabilities 2016: $132,494Net Assets 2016: $3,033,0532016Assets 2017: $3,049,772Liabilities 2017: $245,300Net Assets 2017: $2,804,4722017Assets 2018: $2,976,129Liabilities 2018: $114,594Net Assets 2018: $2,861,5352018Assets 2019: $3,107,043Liabilities 2019: $155,467Net Assets 2019: $2,951,5762019Assets 2020: $3,160,933Liabilities 2020: $106,258Net Assets 2020: $3,054,6752020Assets 2021: $3,050,026Liabilities 2021: $114,478Net Assets 2021: $2,935,5482021Assets 2022: $2,897,819Liabilities 2022: $236Net Assets 2022: $2,897,5832022Assets 2023: $2,707,252Liabilities 2023: $16,079Net Assets 2023: $2,691,1732023Assets 2024: $2,893,739Liabilities 2024: $75,663Net Assets 2024: $2,818,0762024

Highlighted filing

2016

Assets$3,165,547
Liabilities$132,494
Net Assets$3,033,053
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $613,071Expenses 2011: $654,153Net Income 2011: -$41,0822011Revenue 2012: $866,120Expenses 2012: $862,074Net Income 2012: $4,0462012Revenue 2013: $776,816Expenses 2013: $872,182Net Income 2013: -$95,3662013Revenue 2014: $603,030Expenses 2014: $769,923Net Income 2014: -$166,8932014Revenue 2015: $801,338Expenses 2015: $885,254Net Income 2015: -$83,9162015Revenue 2016: $880,313Expenses 2016: $810,315Net Income 2016: $69,9982016Revenue 2017: $757,078Expenses 2017: $990,704Net Income 2017: -$233,6262017Revenue 2018: $1,176,947Expenses 2018: $1,119,795Net Income 2018: $57,1522018Revenue 2019: $1,099,301Expenses 2019: $1,076,460Net Income 2019: $22,8412019Revenue 2020: $1,000,307Expenses 2020: $899,413Net Income 2020: $100,8942020Revenue 2021: $719,103Expenses 2021: $843,881Net Income 2021: -$124,7782021Revenue 2022: $760,421Expenses 2022: $798,386Net Income 2022: -$37,9652022Revenue 2023: $939,241Expenses 2023: $1,145,651Net Income 2023: -$206,4102023Revenue 2024: $1,252,309Expenses 2024: $1,173,807Net Income 2024: $78,5022024

Highlighted filing

2016

Revenue$880,313
Expenses$810,315
Net Income$69,998
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$1,054,500
Mission and Program Overview

Mission

The mission is to preserve, research, and interpret sotterley plantations diverse cultures and environments and to serve the world as an educational, cultural, and community resource.

The mission is to preserve, research, and interpret sotterley plantation's diverse cultures and environments and to serve the world as an educational, cultural and community resource.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,746,786$2,676,530▼ $70,256
Savings and Temporary Cash Investments$68,560$188,820▲ $120,260
Investments in Publicly Traded Securities$47,225$43,635▼ $3,590
Pledges and Grants Receivable$75,736$33,829▼ $41,907
Cash and Non-Interest-Bearing Accounts$5,155$14,820▲ $9,665
Inventories for Sale or Use$6,730$8,236▲ $1,506
Accounts Receivable$2,566$6,468▲ $3,902
Prepaid Expenses and Deferred Charges$3,028$614▼ $2,414
Total Assets$3,148,381$3,165,547▲ $17,166
Other Assets Total$192,595$192,595→ $0
Liabilities
Accounts Payable and Accrued Expenses$57,903$66,160▲ $8,257
Unsecured Notes Loans Payable$52,420$27,420▼ $25,000
Deferred Revenue$35,505$22,685▼ $12,820
Other Liabilities$14,090$13,700▼ $390
Mortgage Notes Payable Secured by Investment Property-$2,529-
Total Liabilities$159,918$132,494▼ $27,424
Net Assets / Fund Balance
Unrestricted Net Assets$2,834,627$2,768,247▼ $66,380
Temporarily Rstr Net Assets$118,716$229,686▲ $110,970
Permanently Rstr Net Assets$35,120$35,120→ $0
Total Net Assets Fund Balance$2,988,463$3,033,053▲ $44,590
Total Liabilities and Net Assets / Fund Balance$3,148,381$3,165,547▲ $17,166

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,925,434$1,252,013$3,177,447
Land$655,500-$655,500
Equipment$95,596$155,347$250,943
Other Assets Org$192,595--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$47,800-▼ $1,154$2,443$44,203
2014$49,449-▲ $829$2,478$47,800
2013$44,637$350▲ $6,921$2,459$49,449
2012$41,207-▲ $3,861$431$44,637
2011$41,612-▼ $405-$41,207
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy EasterlingExecutive DiFT$52,500$52,500

Board Members and Trustees

NameTitle
Charles H JohnstonPresident
Gregory S Proctor IiiBod Member
Joseph W DyerBod Member
Lynn R FitrellBod Member
M Arshed JavaidBod Member
Martin J CallumBod Member
Merideth M TaylorBod Member
Michael F ClaytonBod Member
Raymond E Dodson JrBod Member
Rick TepelBod Member
Thomas RussellBod Member
Bonnie M GreenSecretary
James M BurkeTreasurer
Donald M BarberVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$697,474
Program Service Revenue
$40,051
Investment Income
$2,665
Other Revenue
$140,123
All Other Contributions
$418,597
Change in Net Assets
$69,998

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$25,634Fair Market Value (FMV) Comparable Goods
Total Noncash Contributions$25,634-

Audited Revenue Reconciliation

Revenue per Audited Statements
$880,313
Revenue Not Reported on Form 990
$31,754
Total Revenue per Audited Statements
$912,067
Total Revenue per Form 990
$880,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$465,056
Other Expenses$345,259
Total Fundraising Expense$45,561
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$319,007$38,525$32,890$390,422
Depreciation Depletion$78,195$19,549-$97,744
Occupancy$91,450--$91,450
Payroll Taxes$33,415$4,628$3,951$41,994
Current Officers, Directors, Trustees, and Key Employees$25,972$3,597$3,071$32,640
Fees for Services Other$13,833$18,792-$32,625
Office Expenses$10,202$11,432$3,170$24,804
Insurance$18,666$4,491-$23,157
Other Expenses$3,619$8,768$748$3,619
Information Technology-$1,158$1,662$2,820
Fees for Services Accounting-$2,621-$2,621
Interest-$2,075-$2,075
Conferences and Meetings$465$290$27$782
Advertising-$631$42$673
Fees for Service Investment Mgmnt Fees-$649-$649
Total Functional Expenses$647,548$117,206$45,561$810,315

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$867,477
Expenses per Audited Statements$810,315
Total Expenses per Form 990$810,315
Expenses Not Reported on Form 990$57,162
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$205,049
Fundraising Direct Expenses$146,681
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winefest$144,358$124,515$47,938$76,577
Gala$72,305$31,485$20,363$11,122
Total Events$305,772$205,049$146,681$58,368
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$13,700
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
Yes
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 executive director and the finance manager review the form 990, then submit it to the finance committee who evaluate it and then they present it to the board members.”

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

“The board, directors, and employees sign a conflict of interest policy when they begin to work with the organization.”

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

“Compensation for the executive director is determined by board review, the past executive director salaries and comparable positions region-wide are taken into account. The same procedure with the incentive of the executive director into the decision making process for key personnel due to historic sotterley's budget.”

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

“Compensation for the key employee is determined by board review, the past salaries and comparable positions region-wide are taken into account.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, financial statements and form 990 are available upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Sotterley Inc
EIN
52-6037721
Phone
3013732280
Address
44300 SOTTERLEY LANE PO BOX 67, HOLLYWOOD, MD 20636

Signing Officer

Name
Nancy Easterling
Title
Executive Director
Phone
3013732280
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles H Johnston
Formed
1964
Legal Domicile
Md
Voting Board Members
14
Independent Board Members
14
Employees
16
Volunteers
267

Preparer

Firm
Toal Griffith Ragula LLC
Address
130 ADMIRAL COCHRANE DR SUITE 200, ANNAPOLIS, MD 21401-7368
Preparer
Amanda R Ragula CPA
Phone
4102240343
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4C

“And to support special events.”

Form 990, Part XI, Line 9

“Cost of good sold netted on 990 14,777 cost of good sold netted on 990 -14,777 inkind supplies included on schedule g -21,598 total -21,598”

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

“The organization's collection is comprised of the plantation house dating back to 1703, an 1830s slave cabin, numerous other outbuildings and their contents. Sotterley is the only remaining tidewater plantation that is fully open to the public with a full range of visitor activities and educational programs.”

Schedule D, Page 2, Part V, Line 4

“The endowment is intended to provide support to the organization in perpetuity and therefore will be invested with a long term horizon, with emphasis on a long term, total rate of return.”

Schedule D, Page 3, Part X

“Historic sotterley, inc. Is exempt from federal and state income taxes under internal revenue code section 501(c)(3). In addition, the organization qualified for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(1). The organization's informational return filings are subject to audit by the internal revenue service, generally for three years after filing.”

Schedule D, Page 4, Part XI, Line 2D

“Cost of good sold netted on 990 14,777”

Schedule D, Page 4, Part XII, Line 2D

“Cost of good sold netted on 990 14,777 inkind supplies included on schedule g 21,598”

Raw XML AppendixShowing 400 of 606 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/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt8BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOD MEMBER
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IRS990/MissionDesc0THE MISSION IS TO PRESERVE, RESEARCH, AND INTERPRET SOTTERLEY PLANTATION'S DIVERSE CULTURES AND ENVIRONMENTS AND TO SERVE THE WORLD AS AN EDUCATIONAL, CULTURAL AND COMMUNITY RESOURCE.
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IRS990/OfficeExpensesGrp/TotalAmt024804
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IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1FARMING AGRICULTURE
IRS990/OtherExpensesGrp/Desc2SPEAKERS
IRS990/OtherExpensesGrp/Desc3GARDEN GUILD
IRS990/OtherExpensesGrp/FundraisingAmt0748
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08768
IRS990/OtherExpensesGrp/ProgramServicesAmt028610
IRS990/OtherExpensesGrp/ProgramServicesAmt114723
IRS990/OtherExpensesGrp/ProgramServicesAmt29391
IRS990/OtherExpensesGrp/ProgramServicesAmt33619
IRS990/OtherExpensesGrp/TotalAmt038126
IRS990/OtherExpensesGrp/TotalAmt114723
IRS990/OtherExpensesGrp/TotalAmt29391
IRS990/OtherExpensesGrp/TotalAmt33619
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032890
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038525
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0319007
IRS990/OtherSalariesAndWagesGrp/TotalAmt0390422
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03951
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04628
IRS990/PayrollTaxesGrp/ProgramServicesAmt033415
IRS990/PayrollTaxesGrp/TotalAmt041994
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt035120
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt075736
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03028
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0614
IRS990/PrincipalOfficerNm0CHARLES H JOHNSTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAMS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040051
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMS HELD AT SOTTERLEY CONTINUE TO SERVE THOUSANDS OF STUDENTS FROM ALL OVER THE STATE OF MARYLAND. NEW SCHOOLS CONTINUED TO BE INTRODUCED TO SOTTERLEY'S UNIQUE HANDS-ON APPROACH TO LEARNING, AND THE PROGRAMS CONTINUE TO GET OUTSTANDING REVIEWS BY THE MARYLAND DEPARTMENT OF EDUCATION AS WELL AS THE INDIVIDUAL SCHOOLS WHICH HAVE ATTENDED. SOTTERLEY CONTINUALLY REVAMPS ITS PROGRAM TO MATCH THE COMMON CORE STANDARDS USED IN THE SCHOOL SYSTEM, AND A NEW PROGRAM WAS ADDED TO SOTTERLEY'S ALREADY IMPRESSIVE LINE-UP: "LOYALIST TO PATRIOT".
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0132888
IRS990/ProgSrvcAccomActy3Grp/Desc0VISITOR PROGRAMS HAVE SERVED GUESTS FROM ALL OVER THE UNITED STATES AND INTERNATIONALLY, AND SOTTERLEY'S GUESTS HAVE LEARNED ABOUT THE HISTORY OF NOT ONLY THIS SPECIAL SITE, BUT THAT OF OUR REGION AND NATION. ADVANCES HAVE BEEN MADE IN THE INTERPRETIVE PLAN SO THAT IT IS MORE INCLUSIVE OF THE AFRICAN AMERICAN SIDE OF SOTTERLEY'S AND OUR NATION'S HISTORY. SOTTERLEY'S STORIES ARE NOT ONLY THOSE OF ITS OWNERS, BUT THOSE OF THE ENSLAVED AND FARM LABORERS WHO LIVED AND WORKED ON SITE. SOTTERLEY HAS A WONDERFUL VOLUNTEER BASE THAT MAKES SO MANY OF OUR ACHIEVEMENTS POSSIBLE. SOTTERLY CONTINUES TO RECRUIT NEW VOLUNTEERS TO WORK AS DOCENTS, WORK IN THE MUSEUM SHOP, WORK IN THE GARDEN GUILD, AND WORK AS OFFICE VOLUNTEERS AND TO SUPPORT SPECIAL EVENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt080776
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IRS990/PYOtherExpensesAmt0416163
IRS990/PYOtherRevenueAmt0164136
IRS990/PYProgramServiceRevenueAmt041549
IRS990/PYRevenuesLessExpensesAmt0-83916
IRS990/PYSalariesCompEmpBnftPaidAmt0469091
IRS990/PYTotalExpensesAmt0885254
IRS990/PYTotalRevenueAmt0801338
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IRS990/ReconcilationRevenueExpnssAmt069998
IRS990/RegularMonitoringEnfrcInd0true
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,165,547
Liabilities
$132,494
Net assets
$3,033,053
Revenue
$880,313
Expenses
$810,315
Net income
$69,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.08$2.82$1.25$1.17$0.08
2023Summary only. Only limited summary data is available for this year.$2.71$0.02$2.69$0.94$1.15$0.21
2022Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.76$0.80$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.11$2.94$0.72$0.84$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.11$3.05$1.00$0.90$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.16$2.95$1.10$1.08$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.11$2.86$1.18$1.12$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.25$2.80$0.76$0.99$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.13$3.03$0.88$0.81$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.16$2.99$0.80$0.89$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.12$3.11$0.60$0.77$0.17
2013Summary only. Only limited summary data is available for this year.$3.34$0.07$3.27$0.78$0.87$0.10
2012Summary only. Only limited summary data is available for this year.$3.44$0.08$3.36$0.87$0.86$0.00
2011Summary only. Only limited summary data is available for this year.$3.47$0.11$3.36$0.61$0.65$0.04