Civic Intelligence

Martha Jefferson House

990 • Fiscal year 2021 • EIN 54-1401371

Oct 01, 2020 to Sep 30, 2021 • Filed on Apr 08, 2022

Organization ProfileMARTHAJEFFERSONHOUSE.ORG

View Organization Page

1600 Gordon AvenueCharlottesville, VA 22903-1996

(804) 293-6136

Siviq Scores

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

Liabilities / Assets

51st percentile

0.18x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.36x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

45th percentile

10.0%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

28th percentile

$115,084

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

34th percentile

3.9%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

27%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$12,864,476

Up $487,092 (+3.9%) from 2020

Net Assets

Up

$10,568,027

Up $1,249,779 (+13%) from 2020

Liabilities

Down

$2,296,449

Down $762,687 (-25%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin45th percentile

Revenue

Up

$6,390,092

Up $1,373,814 (+27%) from 2020

Expenses

Up

$5,753,454

Up $11,652 (+0.2%) from 2020

Net Income

Up

$636,638

Up $1,362,162 (+188%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,109,786Liabilities 2011: $4,318,135Net Assets 2011: $9,791,6512011Assets 2012: $14,675,004Liabilities 2012: $4,109,817Net Assets 2012: $10,565,1872012Assets 2013: $14,398,325Liabilities 2013: $3,890,700Net Assets 2013: $10,507,6252013Assets 2014: $16,444,789Liabilities 2014: $3,715,548Net Assets 2014: $12,729,2412014Assets 2015: $15,426,515Liabilities 2015: $3,597,772Net Assets 2015: $11,828,7432015Assets 2016: $15,012,084Liabilities 2016: $3,313,297Net Assets 2016: $11,698,7872016Assets 2017: $14,547,337Liabilities 2017: $3,060,611Net Assets 2017: $11,486,7262017Assets 2018: $13,796,643Liabilities 2018: $2,947,359Net Assets 2018: $10,849,2842018Assets 2019: $12,531,334Liabilities 2019: $2,668,824Net Assets 2019: $9,862,5102019Assets 2020: $12,377,384Liabilities 2020: $3,059,136Net Assets 2020: $9,318,2482020Assets 2021: $12,864,476Liabilities 2021: $2,296,449Net Assets 2021: $10,568,0272021Assets 2022: $11,964,698Liabilities 2022: $3,194,384Net Assets 2022: $8,770,3142022Assets 2023: $11,966,387Liabilities 2023: $3,232,308Net Assets 2023: $8,734,0792023Assets 2024: $12,807,224Liabilities 2024: $3,021,957Net Assets 2024: $9,785,2672024

Highlighted filing

2021

Assets$12,864,476
Liabilities$2,296,449
Net Assets$10,568,027
Open 2021 Filing

Operations Trend

Revenue Growth67th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,516,356Expenses 2011: $4,328,862Net Income 2011: $187,4942011Revenue 2012: $4,359,400Expenses 2012: $4,283,288Net Income 2012: $76,1122012Revenue 2013: $4,899,053Expenses 2013: $4,547,743Net Income 2013: $351,3102013Revenue 2014: $6,785,791Expenses 2014: $4,796,807Net Income 2014: $1,988,9842014Revenue 2015: $4,632,639Expenses 2015: $4,940,734Net Income 2015: -$308,0952015Revenue 2016: $4,631,319Expenses 2016: $5,116,921Net Income 2016: -$485,6022016Revenue 2017: $4,641,817Expenses 2017: $4,930,577Net Income 2017: -$288,7602017Revenue 2018: $4,858,791Expenses 2018: $5,501,405Net Income 2018: -$642,6142018Revenue 2019: $4,392,289Expenses 2019: $5,442,401Net Income 2019: -$1,050,1122019Revenue 2020: $5,016,278Expenses 2020: $5,741,802Net Income 2020: -$725,5242020Revenue 2021: $6,390,092Expenses 2021: $5,753,454Net Income 2021: $636,6382021Revenue 2022: $5,863,867Expenses 2022: $6,591,560Net Income 2022: -$727,6932022Revenue 2023: $6,245,533Expenses 2023: $6,902,418Net Income 2023: -$656,8852023Revenue 2024: $7,134,442Expenses 2024: $7,125,060Net Income 2024: $9,3822024

Highlighted filing

2021

Revenue$6,390,092
Expenses$5,753,454
Net Income$636,638
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Apr 8, 2022
Return Version
2020v4.2
Gross Receipts
$8,171,936
Mission and Program Overview

Mission

The martha jefferson house strives to provide a living environment where its residents can continue to mature and flourish on their life's journey. We are dedicated to honoring their contributions to our society by bestowing upon them respect, support and loving kindness at all times.

Mjh is a senior living residential community which provides independent living, assisted living, and full time nursing care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,146,808$5,149,105▲ $2,297
Investments in Publicly Traded Securities$4,733,290$5,063,888▲ $330,598
Savings and Temporary Cash Investments$191,700$240,627▲ $48,927
Accounts Receivable$14,307$54,852▲ $40,545
Cash and Non-Interest-Bearing Accounts$181,762$32,488▼ $149,274
Pledges and Grants Receivable-$24,000-
Prepaid Expenses and Deferred Charges$8,424$10,578▲ $2,154
Total Assets$12,377,384$12,864,476▲ $487,092
Other Assets Total$2,101,093$2,288,938▲ $187,845
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,813,328$1,943,304▼ $870,024
Accounts Payable and Accrued Expenses$224,370$344,507▲ $120,137
Deferred Revenue$21,438$8,638▼ $12,800
Total Liabilities$3,059,136$2,296,449▼ $762,687
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,963,285$7,989,183▲ $1,025,898
Net Assets With Donor Restrictions$2,354,963$2,578,844▲ $223,881
Total Net Assets Fund Balance$9,318,248$10,568,027▲ $1,249,779
Total Liabilities and Net Assets / Fund Balance$12,377,384$12,864,476▲ $487,092

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,848,436$5,345,455$10,193,891
Equipment$165,637$1,314,484$1,480,121
Land$107,107-$107,107
Leasehold Improvements$21,017$66,355$87,372
Other Land Buildings$6,908-$6,908
Other Assets Org$2,279,368--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,303,379$225,935▲ $188,674$79,850$2,526,586
2019$2,407,880$101,934▲ $69,072-$2,303,379
2018$2,511,361$93,396▼ $30,489-$2,407,880
2017$2,515,534$208,170▼ $50,743$100,000$2,511,361
2016$2,482,149$203,067▲ $2,143$103,080$2,515,534
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam FeldbauerPresident & CEOFT$101,935$13,149$115,084

Board Members and Trustees

NameTitle
Bud ZirkleChair
Pati CunninghamVice Chair
Dr Paul ReadBoard Member
Lee NunnBoard Member
Randi CarrBoard Member
Rob MehrigeBoard Member
Nancy BearBoard Member-resident Rep
Gregg KendrickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$839,000
Program Service Revenue
$4,944,245
Investment Income
$606,847
Other Revenue
$0
All Other Contributions
$188,422
Change in Net Assets
$636,638

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,349,525
Revenue Not Reported on Financial Statements
$40,567
Revenue Not Reported on Form 990
$613,141
Total Revenue per Audited Statements
$6,962,666
Total Revenue per Form 990
$6,390,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,798,776
Other Expenses$1,843,126
Grants and Similar Amounts Paid$111,552
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,993,234$61,433-$3,054,667
Fees for Services Other$432,275$37,100-$469,375
Other Employee Benefits$285,498$15,026-$300,524
All Other Expenses$227,819$10,772-$238,591
Payroll Taxes$219,377$11,546-$230,923
Depreciation Depletion$161,064$17,896-$178,960
Occupancy$142,062$15,785-$157,847
Insurance$70,503$81,564-$152,067
Current Officers, Directors, Trustees, and Key Employees$39,390$84,867-$124,257
Grants to Domestic Individuals$111,552--$111,552
Pension Plan Contributions$83,985$4,420-$88,405
Other Expenses$64,401$4,875-$69,276
Interest$67,269--$67,269
Advertising-$48,308-$48,308
Fees for Service Investment Mgmnt Fees-$40,567-$40,567
Information Technology-$25,375-$25,375
Office Expenses$8,601$2,867-$11,468
Total Functional Expenses$5,291,053$462,401$0$5,753,454

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,753,454
Expenses per Audited Statements$5,712,887
Total Expenses per Audited Statements$5,712,887
Expenses Not Reported on Financial Statements$40,567
Expenses Not Reported on Form 990$0
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
AEda of Charlottesville Virginia2007-11-01$4,500,000Expansion of mjh's senior living facility consisting of 12 addl i/l aprts

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,500,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Section B, Line 11B

“A copy of form 990 will be provided to the organization's board chairman prior to filing.”

Form 990, Part VI, Section B, Line 15

“Ceo compensation determined by executive committee based on performance and comparability data. Dept managers reviewed by ceo based on performance and cola. Other employees evaluated by dept managers based on performance, comparability data and cola.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Martha Jefferson House
EIN
54-1401371
Phone
8042936136
Address
1600 GORDON AVENUE, CHARLOTTESVILLE, VA 22903-1996

Signing Officer

Name
Heather Parrott
Title
President & CEO
Phone
8042936136
Signed
2022-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Parrott
Formed
1986
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
140
Volunteers
20

Preparer

Firm
Brown Edwards & Company Llp
Address
1802 BAYBERRY COURT SUITE 300, RICHMOND, VA 23226
Preparer
Melissa a Sikes
Phone
8042826000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of beneficial interest in perpetual trust 188,675.”

Financial Statement Notes

PART V, LINE 4:

“The temporarily restricted endowment is primarily for scholarships to provide assistance to residents in need, and the permanently restricted endowment is to be invested in perpetuity with a portion of the income expendable at the discretion of the board of directors and the remainder to be used for scholarships to provide assistance to residents in need. The organization may also request additional distributions from the trustee of the perpetual trust to be used for capital and emergency needs.”

PART X, LINE 2:

“The financial accounting standards board issued guidance on accounting for uncertainty in income taxes. Management evaluated the mj house's tax positions and concluded that the mj house had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in trust 188,674.”

Raw XML AppendixShowing 400 of 566 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/MissionDesc0THE MARTHA JEFFERSON HOUSE STRIVES TO PROVIDE A LIVING ENVIRONMENT WHERE ITS RESIDENTS CAN CONTINUE TO MATURE AND FLOURISH ON THEIR LIFE'S JOURNEY. WE ARE DEDICATED TO HONORING THEIR CONTRIBUTIONS TO OUR SOCIETY BY BESTOWING UPON THEM RESPECT, SUPPORT AND LOVING KINDNESS AT ALL TIMES.
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IRS990/OfficeExpensesGrp/TotalAmt011468
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IRS990/OtherExpensesGrp/TotalAmt189090
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IRS990/PYRevenuesLessExpensesAmt0-725524
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IRS990/PYTotalExpensesAmt05741802
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05016278
IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0636638
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
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IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0191700
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0240627
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01063381
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0223411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0234931
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0384254
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0340931
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01510898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04944245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04476920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04059206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04317531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03970190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021768092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0327371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0223411
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0384254
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0340931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01510898
IRS990ScheduleA/InvestmentIncomeCYPct00.06210
IRS990ScheduleA/InvestmentIncomePYPct00.06570
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93790
IRS990ScheduleA/PublicSupportPY509Pct00.93430
IRS990ScheduleA/PublicSupportTotal509Amt022831473
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05783245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04569792
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04355559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04017335
IRS990ScheduleA/Total509Grp/TotalAmt022831473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06110616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04793203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04340473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04739813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04358266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024342371
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt04848436
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05345455
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010193891
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02303379
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0225935
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02526586
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0111552
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0188674
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0203067
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02515534
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt040567
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,864,476
Liabilities
$2,296,449
Net assets
$10,568,027
Revenue
$6,390,092
Expenses
$5,753,454
Net income
$636,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$3.02$9.79$7.13$7.13$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$3.23$8.73$6.25$6.90$0.66
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$3.19$8.77$5.86$6.59$0.73
2021Detailed filing. Detailed filing data is available for this year.$12.9$2.30$10.6$6.39$5.75$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$3.06$9.32$5.02$5.74$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$2.67$9.86$4.39$5.44$1.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$2.95$10.8$4.86$5.50$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$3.06$11.5$4.64$4.93$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$3.31$11.7$4.63$5.12$0.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$3.60$11.8$4.63$4.94$0.31
2014Detailed filing. Detailed filing data is available for this year.$16.4$3.72$12.7$6.79$4.80$1.99
2013Summary only. Only limited summary data is available for this year.$14.4$3.89$10.5$4.90$4.55$0.35
2012Summary only. Only limited summary data is available for this year.$14.7$4.11$10.6$4.36$4.28$0.08
2011Summary only. Only limited summary data is available for this year.$14.1$4.32$9.79$4.52$4.33$0.19
Peer Organizations

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