Civic Intelligence

Clarke County Education Foundation Inc.

990 • Fiscal year 2019 • EIN 54-1606545

Jul 01, 2018 to Jun 30, 2019 • Filed on May 11, 2020

Organization Profileccefinc.org
PO Box 1252Berryville, VA 22611

(540) 955-6103

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.11x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$29,460

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.4%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,754,486

Up $136,141 (+8.4%) from 2018

Net Assets

Up

$1,732,786

Up $132,918 (+8.3%) from 2018

Liabilities

Up

$21,700

Up $3,223 (+17%) from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin86th percentile

Revenue

Up

$197,892

Up $84,216 (+74%) from 2018

Expenses

Up

$129,641

Up $7,350 (+6.0%) from 2018

Net Income

Up

$68,251

Up $76,866 (+892%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,673,475Liabilities 2011: $18,865Net Assets 2011: $1,654,6102011Assets 2012: $1,611,609Liabilities 2012: $28,933Net Assets 2012: $1,582,6762012Assets 2013: $1,602,858Liabilities 2013: $12,695Net Assets 2013: $1,590,1632013Assets 2014: $1,552,375Liabilities 2014: $27,662Net Assets 2014: $1,524,7132014Assets 2015: $1,511,908Liabilities 2015: $13,982Net Assets 2015: $1,497,9262015Assets 2016: $1,518,963Liabilities 2016: $16,296Net Assets 2016: $1,502,6672016Assets 2017: $1,574,096Liabilities 2017: $13,906Net Assets 2017: $1,560,1902017Assets 2018: $1,618,345Liabilities 2018: $18,477Net Assets 2018: $1,599,8682018Assets 2019: $1,754,486Liabilities 2019: $21,700Net Assets 2019: $1,732,7862019Assets 2020: $1,812,056Liabilities 2020: $9,531Net Assets 2020: $1,802,5252020Assets 2021: $2,135,812Liabilities 2021: $10,586Net Assets 2021: $2,125,2262021Assets 2022: $1,890,373Liabilities 2022: $11,179Net Assets 2022: $1,879,1942022Assets 2023: $2,003,830Liabilities 2023: $21,089Net Assets 2023: $1,982,7412023Assets 2024: $2,167,733Liabilities 2024: $12,248Net Assets 2024: $2,155,4852024Assets 2025: $2,460,993Liabilities 2025: $34,051Net Assets 2025: $2,426,9422025

Highlighted filing

2019

Assets$1,754,486
Liabilities$21,700
Net Assets$1,732,786
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$200K$0-$200KRevenue 2011: $190,883Expenses 2011: $216,258Net Income 2011: -$25,3752011Revenue 2012: $171,634Expenses 2012: $221,152Net Income 2012: -$49,5182012Revenue 2013: $169,988Expenses 2013: $165,706Net Income 2013: $4,2822013Revenue 2014: $194,616Expenses 2014: $165,112Net Income 2014: $29,5042014Revenue 2015: $186,826Expenses 2015: $134,239Net Income 2015: $52,5872015Revenue 2016: $49,175Expenses 2016: $113,087Net Income 2016: -$63,9122016Revenue 2017: $100,854Expenses 2017: $139,791Net Income 2017: -$38,9372017Revenue 2018: $113,676Expenses 2018: $122,291Net Income 2018: -$8,6152018Revenue 2019: $197,892Expenses 2019: $129,641Net Income 2019: $68,2512019Revenue 2020: $187,830Expenses 2020: $146,774Net Income 2020: $41,0562020Revenue 2021: $218,177Expenses 2021: $203,555Net Income 2021: $14,6222021Revenue 2022: $220,529Expenses 2022: $198,265Net Income 2022: $22,2642022Revenue 2023: $258,540Expenses 2023: $190,468Net Income 2023: $68,0722023Revenue 2024: $397,863Expenses 2024: $161,018Net Income 2024: $236,8452024Revenue 2025: $360,645Expenses 2025: $218,274Net Income 2025: $142,3712025

Highlighted filing

2019

Revenue$197,892
Expenses$129,641
Net Income$68,251
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 11, 2020
Return Version
2018v3.1
Gross Receipts
$215,002
Mission and Program Overview

Mission

The Clarke County Education Foundation is an independent public charity dedicated to promoting, expanding, and augmenting the educational opportunities for students and staff in the Clarke County Public Schools, by generating private support and involvement to enhance these publicly maintained services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,502,657$1,606,597▲ $103,940
Cash and Non-Interest-Bearing Accounts$115,628$143,491▲ $27,863
Accounts Receivable$10$3,298▲ $3,288
Prepaid Expenses and Deferred Charges$50$1,100▲ $1,050
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,618,345$1,754,486▲ $136,141
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$18,477$21,700▲ $3,223
Total Liabilities$18,477$21,700▲ $3,223
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,098,092$1,152,077▲ $53,985
Temporarily Rstr Net Assets$389,544$448,460▲ $58,916
Unrestricted Net Assets$112,232$132,249▲ $20,017
Total Net Assets Fund Balance$1,599,868$1,732,786▲ $132,918
Total Liabilities and Net Assets / Fund Balance$1,618,345$1,754,486▲ $136,141

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,620,975$55,693▲ $71,603-$1,711,204
2018$1,585,507$1,615▲ $66,335-$1,620,975
2017$1,540,399$1,636▲ $72,184-$1,585,507
2016$1,534,308$1,075▲ $27,248-$1,540,399
2015$1,350,490$191,487▲ $12,661-$1,534,308
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth a WilliamsExecutive DirectorPT$29,460$29,460

Board Members and Trustees

NameTitle
Suzanne MackallPresident
Robert HornbakerVice President
Cathy RuszczykDirector
Diane ClotzmanDirector
Joe ReshetarDirector
Jon EricksonDirector
Loretta StemDirector
Nancy SpechtDirector
Patricia CastelhanoDirector
Roy EmmonsDirector
Sharon BrownDirector
Shelly MorrisDirector
Lisa FillipovichSecretary
Adrian TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$114,915
Program Service Revenue
$0
Investment Income
$39,096
Other Revenue
$43,881
All Other Contributions
$114,915
Change in Net Assets
$68,251

Audited Revenue Reconciliation

Revenue per Audited Statements
$185,842
Revenue Not Reported on Financial Statements
$12,050
Revenue Not Reported on Form 990
$69,467
Other Revenue Adjustments
$12,050
Total Revenue per Audited Statements
$255,309
Total Revenue per Form 990
$197,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,987
Other Expenses$40,698
Salaries, Compensation, and Employee Benefits$35,956
Total Fundraising Expense$11,194
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,587--$30,587
Current Officers, Directors, Trustees, and Key Employees$17,676$5,892$5,892$29,460
Grants to Domestic Individuals$22,400--$22,400
Fees for Services Accounting$9,949$6,633-$16,582
Fees for Service Investment Mgmnt Fees$9,408$2,642-$12,050
Other Salaries and Wages$2,450$816$817$4,083
Office Expenses-$3,750-$3,750
Payroll Taxes$1,448$483$482$2,413
Insurance-$1,660-$1,660
Other Expenses-$384$4,003$384
All Other Expenses-$222-$222
Travel-$103-$103
Advertising$5$13-$18
Total Functional Expenses$93,923$24,524$11,194$129,641

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$129,641
Total Expenses per Audited Statements$122,391
Expenses per Audited Statements$117,591
Expenses Not Reported on Financial Statements$12,050
Other Expense Adjustments$12,050
Expenses Not Reported on Form 990$4,800
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Clarke County Public SchoolsBerryville, VA--$30,587
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,991
Fundraising Direct Expenses$17,110
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$51,129$51,129$15,419$35,710
Cornhole Tournment$9,862$9,862$1,691$8,171
Total Events$60,991$60,991$17,110$43,881
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
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, Part VI, Line 11B: Form 990 Review Process

“A draft of the form 990 was reviewed by the executive director, accountant and president. Changes were made as needed. The finalized form was available for members of the board of directors to review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Conflict of Interest Disclosure form is completed by each board member annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Foundation's Form 990 is available on the GuideStar website.The Foundation's governing documents and financial statements are available for inspection at the Foundation's office. Inspection requests must be scheduled in advance with the Executive Director.”

Filing and Contact Details

Filer

Filer Name
Clarke County Education Foundation Inc
EIN
54-1606545
Phone
5409556103
Address
PO BOX 1252, BERRYVILLE, VA 22611

Signing Officer

Name
Adrian Taylor
Title
Treasurer
Signed
2020-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
50

Preparer

Firm
Dunham Aukamp & Rhodes Plc
Address
4437 Brookfield Corporate Dr Suite, CHANTILLY, VA 20151
Preparer
Mark J Rhodes CPA
Phone
7036318940
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The intended use of the endowment funds is to support the Clarke County Public Schools (CCPS) and its students through scholarships, teacher grants and grants to augment the CCPS.”

Part X : FIN48 Footnote

“As of June 30, 2019, the Foundation had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended June 30, 2016 through 2018.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment Expense netted in Audit $12050”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment Expense netted in Audit $12050”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Dir.
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IRS990/InsuranceGrp/ManagementAndGeneralAmt01660
IRS990/InsuranceGrp/TotalAmt01660
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Clarke County Education Foundation is an independent public charity dedicated to promoting, expanding, and augmenting the educational opportunities for students and staff in the Clarke County Public Schools, by generating private support and involvement to enhance these publicly maintained services.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt043881
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt064667
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03750
IRS990/OfficeExpensesGrp/TotalAmt03750
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1WEBSITE
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01217
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1709
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2384
IRS990/OtherExpensesGrp/TotalAmt04003
IRS990/OtherExpensesGrp/TotalAmt11217
IRS990/OtherExpensesGrp/TotalAmt2709
IRS990/OtherExpensesGrp/TotalAmt3384
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0817
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0816
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02450
IRS990/OtherSalariesAndWagesGrp/TotalAmt04083
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0482
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0483
IRS990/PayrollTaxesGrp/ProgramServicesAmt01448
IRS990/PayrollTaxesGrp/TotalAmt02413
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01098092
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01152077
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01100
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOLARSHIPS TO GRADUATES OF CLARKE COUNTY SCHOOL DISTRICT.
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IRS990/PYContributionsGrantsAmt014542
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt047103
IRS990/PYInvestmentIncomeAmt049516
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IRS990/PYOtherExpensesAmt037139
IRS990/PYOtherRevenueAmt049618
IRS990/PYRevenuesLessExpensesAmt0-8615
IRS990/PYSalariesCompEmpBnftPaidAmt038049
IRS990/PYTotalExpensesAmt0122291
IRS990/PYTotalRevenueAmt0113676
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt068251
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0-22639
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0104847
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0179888
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt049516
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0-22639
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0104847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0179888
IRS990ScheduleA/InvestmentIncomeCYPct00.22930
IRS990ScheduleA/InvestmentIncomePYPct00.28700
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.71300
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,754,486
Liabilities
$21,700
Net assets
$1,732,786
Revenue
$197,892
Expenses
$129,641
Net income
$68,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.46$0.03$2.43$0.36$0.22$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.01$2.16$0.40$0.16$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.02$1.98$0.26$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$0.22$0.20$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.01$2.13$0.22$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.80$0.19$0.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.02$1.73$0.20$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.02$1.60$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.01$1.56$0.10$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.02$1.50$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.01$1.50$0.19$0.13$0.05
2014Summary only. Only limited summary data is available for this year.$1.55$0.03$1.52$0.19$0.17$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.01$1.59$0.17$0.17$0.00
2012Summary only. Only limited summary data is available for this year.$1.61$0.03$1.58$0.17$0.22$0.05
2011Summary only. Only limited summary data is available for this year.$1.67$0.02$1.65$0.19$0.22$0.03