Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris of USA

990 • Fiscal year 2023 • EIN 56-0122202

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization Profilewww.charlottescottishrite.com

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604 Doug Mayes PlCharlotte, NC 28262

(704) 365-3579

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.54x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

13th percentile

-50%

Higher net margin than 13% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$61,150

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Flat

$5,229,344

Flat from 2023

Net Assets

Flat

$5,119,596

Flat from 2023

Liabilities

Flat

$109,748

Flat from 2023

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin13th percentile

Revenue

Flat

$201,980

Flat from 2023

Expenses

Flat

$302,981

Flat from 2023

Net Income

Flat

-$101,001

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $515,907Liabilities 2010: $247,633Net Assets 2010: $268,2742010Assets 2011: $511,545Liabilities 2011: $223,578Net Assets 2011: $287,9672011Assets 2012: $564,936Liabilities 2012: $217,034Net Assets 2012: $347,9022012Assets 2013: $627,959Liabilities 2013: $200,085Net Assets 2013: $427,8742013Assets 2014: $715,452Liabilities 2014: $198,862Net Assets 2014: $516,5902014Assets 2015: $750,017Liabilities 2015: $195,511Net Assets 2015: $554,5062015Assets 2016: $756,481Liabilities 2016: $169,540Net Assets 2016: $586,9412016Assets 2017: $4,780,550Liabilities 2017: $147,310Net Assets 2017: $4,633,2402017Assets 2018: $4,724,664Liabilities 2018: $158,925Net Assets 2018: $4,565,7392018Assets 2019: $4,968,255Liabilities 2019: $130,761Net Assets 2019: $4,837,4942019Assets 2020: $5,250,374Liabilities 2020: $140,828Net Assets 2020: $5,109,5462020Assets 2021: $5,204,370Liabilities 2021: $134,732Net Assets 2021: $5,069,6382021Assets 2022: $4,661,114Liabilities 2022: $124,105Net Assets 2022: $4,537,0092022Assets 2023: $5,229,344Liabilities 2023: $109,748Net Assets 2023: $5,119,5962023Assets 2023: $5,229,344Liabilities 2023: $109,748Net Assets 2023: $5,119,5962023Assets 2024: $5,764,897Liabilities 2024: $90,459Net Assets 2024: $5,674,4382024

Highlighted filing

2023

Assets$5,229,344
Liabilities$109,748
Net Assets$5,119,596
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $370,8292010Revenue 2011: $310,506Expenses 2011: $288,396Net Income 2011: $22,1102011Expenses 2012: $278,1742012Revenue 2013: $383,108Expenses 2013: $313,774Net Income 2013: $69,3342013Revenue 2014: $363,757Expenses 2014: $280,330Net Income 2014: $83,4272014Revenue 2015: $297,195Expenses 2015: $254,739Net Income 2015: $42,4562015Revenue 2016: $290,352Expenses 2016: $264,762Net Income 2016: $25,5902016Revenue 2017: $4,290,069Expenses 2017: $242,053Net Income 2017: $4,048,0162017Revenue 2018: $324,419Expenses 2018: $228,466Net Income 2018: $95,9532018Revenue 2019: $363,292Expenses 2019: $237,119Net Income 2019: $126,1732019Revenue 2020: $316,950Expenses 2020: $204,582Net Income 2020: $112,3682020Revenue 2021: $304,283Expenses 2021: $246,190Net Income 2021: $58,0932021Revenue 2022: $287,920Expenses 2022: $280,400Net Income 2022: $7,5202022Revenue 2023: $201,980Expenses 2023: $302,981Net Income 2023: -$101,0012023Revenue 2023: $201,980Expenses 2023: $302,981Net Income 2023: -$101,0012023Revenue 2024: $196,030Expenses 2024: $305,802Net Income 2024: -$109,7722024

Highlighted filing

2023

Revenue$201,980
Expenses$302,981
Net Income-$101,001
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$201,980
Mission and Program Overview

Mission

Fraternal organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,717,041$3,970,809▲ $2,253,768
Investments Other Securities$2,825,255$1,149,971▼ $1,675,284
Land, Buildings, and Equipment, Net$42,844$42,844→ $0
Cash and Non-Interest-Bearing Accounts$37,700$29,494▼ $8,206
Savings and Temporary Cash Investments$26,823$26,912▲ $89
Accounts Receivable$7,143$5,006▼ $2,137
Prepaid Expenses and Deferred Charges$1,068$1,068→ $0
Inventories for Sale or Use$840$840→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$4,661,114$5,229,344▲ $568,230
Other Assets Total$2,400$2,400→ $0
Liabilities
Deferred Revenue$118,936$101,165▼ $17,771
Accounts Payable and Accrued Expenses$5,169$8,583▲ $3,414
Total Liabilities$124,105$109,748▼ $14,357
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,507,567$5,086,500▲ $578,933
Net Assets With Donor Restrictions$29,442$33,096▲ $3,654
Total Net Assets Fund Balance$4,537,009$5,119,596▲ $582,587
Total Liabilities and Net Assets / Fund Balance$4,661,114$5,229,344▲ $568,230

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,844-$42,844
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
DC HeilmanSecretaryPT$61,150$61,150

Board Members and Trustees

NameTitle
Brett PorterfieldDirector
Brian ClayDirector
Dwight M SigmonDirector
Francois SwanepoelDirector
Gilbert D BaileyDirector
Jeremy HiltonDirector
Kevin McKenzieDirector
Noah GoodeDirector
Ranjan VargheseDirector
Rick GarverDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$8,359
Program Service Revenue
$159,222
Investment Income
$24,010
Other Revenue
$10,389
All Other Contributions
$8,359
Change in Net Assets
$-101,001

Audited Revenue Reconciliation

Revenue per Audited Statements
$201,980
Revenue Not Reported on Form 990
$688,188
Total Revenue per Audited Statements
$890,168
Total Revenue per Form 990
$201,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,994
Salaries, Compensation, and Employee Benefits$70,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$114,398-$114,398
Current Officers, Directors, Trustees, and Key Employees-$61,150-$61,150
Payments to Affiliates$56,011--$56,011
Insurance-$9,348-$9,348
Fees for Services Other-$7,300-$7,300
Travel-$6,702-$6,702
Office Expenses-$5,596-$5,596
Other Salaries and Wages-$5,000-$5,000
Payroll Taxes-$4,837-$4,837
Other Expenses$-594$1,032-$1,032
Total Functional Expenses$73,557$229,424$0$302,981

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$302,981
Total Expenses per Audited Statements$302,981
Total Expenses per Form 990$302,981
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
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
Audit committee
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“Form 990 will be reviewed by the Secretary and Treasurer before filing.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite
EIN
56-0122202
Phone
7043653579
Address
604 Doug Mayes Pl, Charlotte, NC 28262

Signing Officer

Name
DC Heilman
Title
Secretary
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
DC Heilman
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
175

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Robert Dobbins
Phone
7043721515
Supplemental Narrative

Additional Explanations

Statement Note 1

“Scottish Rite BodiesCharlotte, North CarolinaName of OrganizationAncient and Accepted Scottish Rite of Freemasonry, Southern Jurisdiction, U.S.A., Valley of Charlotte and its Co-ordinated Bodies comprising Lodge, Chapter, Council, and Consistory and Almoner.”

Raw XML AppendixShowing 400 of 460 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/NoDonorRestrictionNetAssetsGrp/BOYAmt04507567
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05086500
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0114398
IRS990/OccupancyGrp/TotalAmt0114398
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05596
IRS990/OfficeExpensesGrp/TotalAmt05596
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02400
IRS990/OtherAssetsTotalGrp/EOYAmt02400
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Reunion expenses
IRS990/OtherExpensesGrp/Desc1Other
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07410
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16651
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21032
IRS990/OtherExpensesGrp/ProgramServicesAmt018140
IRS990/OtherExpensesGrp/ProgramServicesAmt1-594
IRS990/OtherExpensesGrp/TotalAmt018140
IRS990/OtherExpensesGrp/TotalAmt16816
IRS990/OtherExpensesGrp/TotalAmt26651
IRS990/OtherExpensesGrp/TotalAmt31032
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/Desc1Scottish Rite Journal
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0829
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0829
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16560
IRS990/OtherRevenueTotalAmt07389
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05000
IRS990/OtherSalariesAndWagesGrp/TotalAmt05000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt056011
IRS990/PaymentsToAffiliatesGrp/TotalAmt056011
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04837
IRS990/PayrollTaxesGrp/TotalAmt04837
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01068
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01068
IRS990/PrincipalOfficerNm0DC Heilman
IRS990/PriorPeriodAdjustmentsAmt0-4600
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0159222
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0159222
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06913
IRS990/PYInvestmentIncomeAmt0109110
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0216055
IRS990/PYOtherRevenueAmt08861
IRS990/PYProgramServiceRevenueAmt0163036
IRS990/PYRevenuesLessExpensesAmt07520
IRS990/PYSalariesCompEmpBnftPaidAmt064345
IRS990/PYTotalExpensesAmt0280400
IRS990/PYTotalRevenueAmt0287920
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-101001
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt03000
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026823
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026912
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0302981
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0688188
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042844
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042844
IRS990ScheduleD/RevenueNotReportedAmt0688188
IRS990ScheduleD/RevenueSubtotalAmt0201980
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042844
IRS990ScheduleD/TotalBookValueSecuritiesAmt01149971
IRS990ScheduleD/TotalExpensesPerForm990Amt0302981
IRS990ScheduleD/TotalRevenuePerForm990Amt0201980
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0890168
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0302981
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 will be reviewed by the Secretary and Treasurer before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scottish Rite BodiesCharlotte, North CarolinaName of OrganizationAncient and Accepted Scottish Rite of Freemasonry, Southern Jurisdiction, U.S.A., Valley of Charlotte and its Co-ordinated Bodies comprising Lodge, Chapter, Council, and Consistory and Almoner.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Statement Note 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Supreme Council A&A Scottish Rite
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NC Scottish Rite Masonic Found
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Headquarters
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01733 16th Street NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO Box 19908
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Charlotte
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd128219
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04661114
IRS990/TotalAssetsEOYAmt05229344
IRS990/TotalAssetsGrp/BOYAmt04661114
IRS990/TotalAssetsGrp/EOYAmt05229344
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08359

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,229,344
Liabilities
$109,748
Net assets
$5,119,596
Revenue
$201,980
Expenses
$302,981
Net income
-$101,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$0.09$5.67$0.20$0.31$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.11$5.12$0.20$0.30$0.10
2023Summary only. Only limited summary data is available for this year.$5.23$0.11$5.12$0.20$0.30$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.12$4.54$0.29$0.28$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.13$5.07$0.30$0.25$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.14$5.11$0.32$0.20$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.13$4.84$0.36$0.24$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.16$4.57$0.32$0.23$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.15$4.63$4.29$0.24$4.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.17$0.59$0.29$0.26$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.20$0.55$0.30$0.25$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.20$0.52$0.36$0.28$0.08
2013Summary only. Only limited summary data is available for this year.$0.63$0.20$0.43$0.38$0.31$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.22$0.35$0.28
2011Summary only. Only limited summary data is available for this year.$0.51$0.22$0.29$0.31$0.29$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.25$0.27$0.37