Civic Intelligence

The Lewis-Gale Foundation

990 • Fiscal year 2013 • EIN 54-6051298

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

P O Box 4692Roanoke, VA 24015-0692

(540) 444-2925

Siviq Scores

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

Liabilities / Assets

48th percentile

0.05x

Higher debt load relative to assets than 48% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

68th percentile

0.15x

Higher debt load relative to revenue than 68% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

53rd percentile

$14,500

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

58th percentile

5.0%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$908,127

Up $43,263 (+5.0%) from 2012

Net Assets

Up

$866,960

Up $73,276 (+9.2%) from 2012

Liabilities

Down

$41,167

Down $30,013 (-42%) from 2012

Revenue

$283,029

No earlier filing loaded for comparison.

Expenses

Down

$254,354

Down $36,408 (-13%) from 2012

Net Income

$28,675

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $846,758Liabilities 2010: $69,409Net Assets 2010: $777,3492010Assets 2011: $835,133Liabilities 2011: $77,969Net Assets 2011: $757,1642011Assets 2012: $864,864Liabilities 2012: $71,180Net Assets 2012: $793,6842012Assets 2013: $908,127Liabilities 2013: $41,167Net Assets 2013: $866,9602013Assets 2014: $843,591Liabilities 2014: $63,911Net Assets 2014: $779,6802014Assets 2015: $762,625Liabilities 2015: $55,537Net Assets 2015: $707,0882015Assets 2016: $756,286Liabilities 2016: $51,951Net Assets 2016: $704,3352016Assets 2017: $985,635Liabilities 2017: $105,411Net Assets 2017: $880,2242017Assets 2018: $926,694Liabilities 2018: $111,257Net Assets 2018: $815,4372018Assets 2019: $973,009Liabilities 2019: $13,207Net Assets 2019: $959,8022019Assets 2020: $1,051,003Liabilities 2020: $34,464Net Assets 2020: $1,016,5392020Assets 2021: $1,155,850Liabilities 2021: $16,720Net Assets 2021: $1,139,1302021Assets 2022: $935,265Liabilities 2022: $4,276Net Assets 2022: $930,9892022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$908,127
Liabilities$41,167
Net Assets$866,960

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $305,1532010Expenses 2011: $313,5132011Expenses 2012: $290,7622012Revenue 2013: $283,029Expenses 2013: $254,354Net Income 2013: $28,6752013Revenue 2014: $254,416Expenses 2014: $367,625Net Income 2014: -$113,2092014Revenue 2015: $221,676Expenses 2015: $280,017Net Income 2015: -$58,3412015Revenue 2016: $178,492Expenses 2016: $232,225Net Income 2016: -$53,7332016Revenue 2017: $386,271Expenses 2017: $306,641Net Income 2017: $79,6302017Revenue 2018: $293,173Expenses 2018: $298,959Net Income 2018: -$5,7862018Revenue 2019: $116,502Expenses 2019: $98,424Net Income 2019: $18,0782019Revenue 2020: $87,105Expenses 2020: $104,487Net Income 2020: -$17,3822020Revenue 2021: $108,106Expenses 2021: $91,092Net Income 2021: $17,0142021Revenue 2022: $102,285Expenses 2022: $93,476Net Income 2022: $8,8092022Revenue 2023: $4,200Expenses 2023: $962,088Net Income 2023: -$957,8882023

Highlighted filing

2013

Revenue$283,029
Expenses$254,354
Net Income$28,675
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Gross Receipts
$330,469
Mission and Program Overview

Mission

Medical education and preventive medicine for healthcare professionals and the community, awarding of health career scholarships, display of medical artifacts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$450,268$455,694▲ $5,426
Savings and Temporary Cash Investments$243,784$289,127▲ $45,343
Cash and Non-Interest-Bearing Accounts$121,247$116,182▼ $5,065
Pledges and Grants Receivable$2,485$3,948▲ $1,463
Land, Buildings, and Equipment, Net$2,118$1,237▼ $881
Accounts Receivable$4,872$868▼ $4,004
Prepaid Expenses and Deferred Charges-$329-
Total Assets$864,864$908,127▲ $43,263
Other Assets Total$40,090$40,742▲ $652
Liabilities
Grants Payable$65,205$36,433▼ $28,772
Other Liabilities$5,838$4,530▼ $1,308
Accounts Payable and Accrued Expenses$137$204▲ $67
Total Liabilities$71,180$41,167▼ $30,013
Net Assets / Fund Balance
Permanently Rstr Net Assets$470,470$519,717▲ $49,247
Temporarily Rstr Net Assets$182,742$228,716▲ $45,974
Unrestricted Net Assets$140,472$118,527▼ $21,945
Total Net Assets Fund Balance$793,684$866,960▲ $73,276
Total Liabilities and Net Assets / Fund Balance$864,864$908,127▲ $43,263

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,237$55,768$57,005

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$470,470$5,396▲ $43,851-$519,717
2012$414,329$10,275▲ $45,866-$470,470
2011$431,229$5,600▼ $3,293$7,916$414,329
2010$386,659$10,050▲ $55,016$8,528$431,229
2009$272,713$40,449▲ $94,201$8,938$386,659
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$232,924
Program Service Revenue
$16,245
Investment Income
$23,925
Other Revenue
$9,935
All Other Contributions
$232,924
Change in Net Assets
$28,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$283,029
Revenue Not Reported on Form 990
$-7,200
Total Revenue per Audited Statements
$275,829
Total Revenue per Form 990
$283,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,968
Salaries, Compensation, and Employee Benefits$97,100
Other Expenses$45,286
Total Fundraising Expense$3,941
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,968--$111,968
Other Salaries and Wages$53,014$20,211$16$73,241
Comp Disqual Persons$5,445$5,445$1,210$12,100
Occupancy$10,360$661-$11,021
Payroll Taxes$4,330$2,141$217$6,688
Fees for Services Accounting-$5,190-$5,190
Fees for Services Other$4,264--$4,264
Other Employee Benefits$2,194$1,085$110$3,389
Office Expenses$1,433$210$150$1,793
Pension Plan Contributions$1,089$539$54$1,682
Insurance$1,104$214$18$1,336
Other Expenses$784$109$22$915
Depreciation Depletion$794$87-$881
All Other Expenses$176$98$3$277
Fees for Service Investment Mgmnt Fees-$250-$250
Advertising$132-$71$203
Information Technology-$167-$167
Total Functional Expenses$213,798$36,615$3,941$254,354

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$254,354
Total Expenses per Audited Statements$254,354
Total Expenses per Form 990$254,354
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
54-0506332-3Scholarships$57,878
54-6051298-3Scholarships$18,013
54-6001789-3-$11,700
54-1269325-3Scholarships$9,770
54-2052107-3Scholarships$9,305
54-1268258-3-$5,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,290
Fundraising Direct Expenses$7,437
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$8,725$8,725$4,499$4,226
Event 1$8,565$8,565$2,938$5,627
Total Events$17,290$17,290$7,437$9,853
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Taxes Pay - Payroll$2,842
Vacation Pay Payable$1,687
Other$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

All board members are elected by majority vote of the existing board members at the annual meeting. Unusual resignations and elections are acted on at a regular board meeting.

Form 990, Page 6, Part VI, Line 7B

Board members at regular meetings approve the budget, elect board members and officers, approve bylaw changes, approve events, programs and activities. Make policy for preservation of assets and acceptance of tangible assets.

Form 990, Page 6, Part VI, Line 9

F staley hester, jr 912 douglas ct salem, va 24153 sydney h nordt 1569 dunrovin ln salem, va 24153 lorraine lange 1510 longview rd roanoke, va 24018 lisa allison-jones 1921 belleville rd roanoke, va 24015 bonnie l culkin 5941 buckland mill rd roanoke, va 24019 peter f dawyot 3128 links manor dr salem, va 24153 christiana maxwell 3223 catawba rd troutville, va 24175 catherine daniel 100 adam perry rd va 24151 john d lugar 2717 longview ave roanoke, va 24014 paula n mitchell 2320 mt vernon rd roanoke, va 24015 wendy e rotanz 313 n broad st salem, va 24153 e blackford noland 2632 richelieu ave sw roanoke, va 24014 melinda payne 722 paragon ave salem, va 24153 cathie m thomas p o box 397 goodview, va 24095 joseph c thomas jr 6618 campbell dr salem, va 24153 g robert vaughan 147 bogey ln salem, va 24153 caroline a wallace 808 pendleton dr salem, va 24153 virginia m savage 228 richfield ave salem, va 24153

Form 990, Page 6, Part VI, Line 11B

Members of finance committee review 990, all members of the board review and received copies of audited financial statements when issued and form 990 within 5 days of filing.

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

Compensation of ceo reviewed by finance committee annually when budget is prepared. Ceo is compensated at very low rate at ceo's request who has a large number of volunteer hours. Pay is considerably lower than comparable nonprofit ceo's in the local area.

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

No other officer is paid. Two full time key employees' pay is reviewed annually by the finance committee.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, audited financial statements and 990 are available on request. Audited statements are filed with virginia dept of consumer affairs and are available to the public. 990 is available on website of guidestar and on request.

Filing and Contact Details

Filer

EIN
54-6051298
Phone
5404442925

Signing Officer

Name
Judith F Hagadorn
Title
President
Phone
5404442925
Signed
2014-05-12

Organization Details

Principal Officer
Judith F Hagadorn President
Formed
1964
Legal Domicile
Va
Voting Board Members
21
Independent Board Members
20
Employees
4
Volunteers
265

Preparer

Preparer
Judith F Hagadorn
Supplemental Narrative

Additional Explanations

Form 990

Special events to raise funds but are also health related - run and golf. International runner at race to lecture runners and other attendees. Oranization provides educational information- cholesterol, blood pressure celiac disease and hepatitis c. Total number of people served during 2013 2,286 at 178 activities.

Form 990, Page 1, Part I, Line 6

Volunteers for specific events - run - flag, register, distribute packets, provide water, do children's activities school sports physicals - do exams, man 13 health stations, testing, registration, traffic monitors, man refreshment statement mailings for classes, medical education lectures, fund raising appeals scholarship committee - review 159 applications, meetings board members - management, finance, programs, projects screenings and health events - blood pressures - nurses

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

Continuing medical education lectures for 468 health care professionals for american medical association credit. 8 lectures. Indirect expenses for all programs - primarily staff and facility cost. Community programs on health topics. Indirect expenses for all programs includeed in expense figure.

Form 990, Part XI, Line 9

Sale of investment securities - for tax purposes use of -4,399 original cost, for financial statements use fair market 0 value as of 12/31/12 is used. Extent original cost is 0 fair market value cost is greater 0 adjustment relating to classifcation of funds -2,801

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

Medical equipment and medical books back to the civil war for display and students to learn about the development of medicine and its tools. Total of over 600 items. Learning about history can lead to discoveries today.

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

Sale of investment securities - for tax purposes use of -4,399 original cost, for financial statements use fair market 0 value as of 12/31/12 is used. Extent original cost is 0 fair market value cost is greater 0 adjustment relating to classifcation of funds -2,801

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt31ST VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt52ND V PRESID
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt07437
IRS990/FundraisingGrossIncomeAmt017290
IRS990/GainOrLossGrp/OtherAmt01160
IRS990/GainOrLossGrp/SecuritiesAmt04696
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IRS990/GrantsPayableGrp/EOYAmt036433
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IRS990/InsuranceGrp/FundraisingAmt018
IRS990/InsuranceGrp/ManagementAndGeneralAmt0214
IRS990/InsuranceGrp/ProgramServicesAmt01104
IRS990/InsuranceGrp/TotalAmt01336
IRS990/InvestmentExpenseAmt0828
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt018069
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018069
IRS990/InvestmentInJointVentureInd0false
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IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt09853
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09853
IRS990/NetUnrlzdGainsLossesInvstAmt045429
IRS990/NoncashContributionsAmt06670
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc3BLDG, EQUIP, SUPPLIES
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IRS990/OtherExpensesGrp/FundraisingAmt222
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IRS990/OtherExpensesGrp/ProgramServicesAmt012975
IRS990/OtherExpensesGrp/ProgramServicesAmt11966
IRS990/OtherExpensesGrp/ProgramServicesAmt21770
IRS990/OtherExpensesGrp/ProgramServicesAmt3784
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IRS990/OtherExpensesGrp/TotalAmt13932
IRS990/OtherExpensesGrp/TotalAmt22082
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IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
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IRS990/ProgramServiceRevenueGrp/Desc2SCH SPORTS PHYS,SCREENINGS
IRS990/ProgramServiceRevenueGrp/Desc3CONT MED ED, SUPPORT GROUPS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16659
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22372
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22372
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IRS990/ProgSrvcAccomActy2Grp/Desc0CLASSES - YOGA FOR THOSE WITH MULTIPLE SCLEROSIS & OTHER PHYSICAL LIMITATIONS, REGULAR YOGA. 80 SESSIONS AVERAGE 5 PER SESSION CPR AMERICAN HEART ASSOC CERTIFIED FOR BASIC CPR, FIRST AID AND AUTOMATIC EXTERNAL DEFIBRILATOR, 18 SESSIONS FOR 90 PEOPLE FROM PUBLIC, STUDENTS, BUSINESSES AND HEALTH CARE PROFESSIONALS SUPPORT GROUPS MENTAL HEALTH ISUES & DISEASE SPECIFIC AND OTHER HEALTH ISSUES 104 MEETINGS FOR 1178 PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06498
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07189
IRS990/ProgSrvcAccomActy3Grp/Desc0HEALTH SERVICES - MIDDLE AND HIGH SCHOOL SPORTS PHYSICALS OPEN TO ANYONE IN AGE GROUP. ONE SESSION FOR 89 STUDENTS WITH 96 VOLUNTEERS FOR 13 STATION PHYSICAL FOR 17 PER STUDENT. LITERATURE ON HEPATITS C, MULTIPLE SCLEROSIS, GUILLIAM BARRE SYNDROME
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0979
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02372
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CONTINUING MEDICAL EDUCATION LECTURES FOR 468 HEALTH CARE PROFESSIONALS FOR AMERICAN MEDICAL ASSOCIATION CREDIT. 8 LECTURES. INDIRECT EXPENSES FOR ALL PROGRAMS - PRIMARILY STAFF AND FACILITY COST. COMMUNITY PROGRAMS ON HEALTH TOPICS. INDIRECT EXPENSES FOR ALL PROGRAMS INCLUDEED IN EXPENSE FIGURE.
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IRS990/PYContributionsGrantsAmt0221530
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt020959
IRS990/PYOtherExpensesAmt034762
IRS990/PYOtherRevenueAmt06897
IRS990/PYProgramServiceRevenueAmt025443
IRS990/PYRevenuesLessExpensesAmt0-15933
IRS990/PYSalariesCompEmpBnftPaidAmt097805
IRS990/PYTotalExpensesAmt0290762
IRS990/PYTotalRevenueAmt0274829
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt028675
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.96$0.96
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.10$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.02$1.14$0.11$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.02$0.09$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.12$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.11$0.82$0.29$0.30$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.11$0.88$0.39$0.31$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.05$0.70$0.18$0.23$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.06$0.71$0.22$0.28$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.06$0.78$0.25$0.37$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.04$0.87$0.28$0.25$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.07$0.79$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.08$0.76$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.07$0.78$0.31