Civic Intelligence

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

990 • Fiscal year 2024 • EIN 56-0122202

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

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

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.46x

Higher debt load relative to revenue than 85% of similar nonprofits.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Source year 2024

Net Margin

5th percentile

-56%

Higher net margin than 5% of similar nonprofits.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$73,860

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 37.7% of source-year revenue.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Source year 2024

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-2.9%

Faster revenue growth than 22% of similar nonprofits.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$5,764,897

Up $535,553 (+10%) from 2023

Net Assets

Up

$5,674,438

Up $554,842 (+11%) from 2023

Liabilities

Down

$90,459

Down $19,289 (-18%) from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin5th percentile

Revenue

Down

$196,030

Down $5,950 (-2.9%) from 2023

Expenses

Up

$305,802

Up $2,821 (+0.9%) from 2023

Net Income

Down

-$109,772

Down $8,771 (-8.7%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th 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 2024: $5,764,897Liabilities 2024: $90,459Net Assets 2024: $5,674,4382024

Highlighted filing

2024

Assets$5,764,897
Liabilities$90,459
Net Assets$5,674,438
Open 2024 Filing

Operations Trend

Revenue Growth22nd 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 2024: $196,030Expenses 2024: $305,802Net Income 2024: -$109,7722024

Highlighted filing

2024

Revenue$196,030
Expenses$305,802
Net Income-$109,772
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$196,030
Mission and Program Overview

Mission

Fraternal organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,970,809$4,483,249▲ $512,440
Investments Other Securities$1,149,971$1,125,151▼ $24,820
Cash and Non-Interest-Bearing Accounts$29,494$51,337▲ $21,843
Land, Buildings, and Equipment, Net$42,844$45,516▲ $2,672
Prepaid Expenses and Deferred Charges$1,068$36,642▲ $35,574
Savings and Temporary Cash Investments$26,912$19,024▼ $7,888
Inventories for Sale or Use$840$840→ $0
Accounts Receivable$5,006$738▼ $4,268
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$5,229,344$5,764,897▲ $535,553
Other Assets Total$2,400$2,400→ $0
Liabilities
Deferred Revenue$101,165$89,939▼ $11,226
Accounts Payable and Accrued Expenses$8,583$520▼ $8,063
Total Liabilities$109,748$90,459▼ $19,289
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,086,500$5,650,818▲ $564,318
Net Assets With Donor Restrictions$33,096$23,620▼ $9,476
Total Net Assets Fund Balance$5,119,596$5,674,438▲ $554,842
Total Liabilities and Net Assets / Fund Balance$5,229,344$5,764,897▲ $535,553

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$45,516-$45,516
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
DC HeilmanSecretaryPT$73,860$73,860

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
$15,677
Program Service Revenue
$157,274
Investment Income
$18,384
Other Revenue
$4,695
All Other Contributions
$15,677
Change in Net Assets
$-109,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$196,030
Revenue Not Reported on Form 990
$664,614
Total Revenue per Audited Statements
$860,644
Total Revenue per Form 990
$196,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,144
Salaries, Compensation, and Employee Benefits$79,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$81,805-$81,805
Current Officers, Directors, Trustees, and Key Employees-$73,860-$73,860
Payments to Affiliates$65,677--$65,677
Office Expenses-$9,532-$9,532
Travel-$9,440-$9,440
Insurance-$8,773-$8,773
Fees for Services Other-$7,800-$7,800
Payroll Taxes-$5,755-$5,755
Other Expenses$17,089$1,262-$1,262
All Other Expenses-$988-$988
Other Salaries and Wages-$43-$43
Total Functional Expenses$82,960$222,842$0$305,802

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$305,802
Total Expenses per Audited Statements$305,802
Total Expenses per Form 990$305,802
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
2025-11-14
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.”

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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0750
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0750
IRS990/NetUnrlzdGainsLossesInvstAmt0664614
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05086500
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05650818
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt081805
IRS990/OccupancyGrp/TotalAmt081805
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09532
IRS990/OfficeExpensesGrp/TotalAmt09532
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02400
IRS990/OtherAssetsTotalGrp/EOYAmt02400
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Other
IRS990/OtherExpensesGrp/Desc1Reunion expenses
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Repairs and Maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018394
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15190
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21262
IRS990/OtherExpensesGrp/ProgramServicesAmt0194
IRS990/OtherExpensesGrp/ProgramServicesAmt117089
IRS990/OtherExpensesGrp/TotalAmt018588
IRS990/OtherExpensesGrp/TotalAmt117089
IRS990/OtherExpensesGrp/TotalAmt25190
IRS990/OtherExpensesGrp/TotalAmt31262
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03945
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03945
IRS990/OtherRevenueTotalAmt03945
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt043
IRS990/OtherSalariesAndWagesGrp/TotalAmt043
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt065677
IRS990/PaymentsToAffiliatesGrp/TotalAmt065677
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05755
IRS990/PayrollTaxesGrp/TotalAmt05755
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01068
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036642
IRS990/PrincipalOfficerNm0DC Heilman
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0157274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0157274
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08359
IRS990/PYInvestmentIncomeAmt024010
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0231994
IRS990/PYOtherRevenueAmt010389
IRS990/PYProgramServiceRevenueAmt0159222
IRS990/PYRevenuesLessExpensesAmt0-101001
IRS990/PYSalariesCompEmpBnftPaidAmt070987
IRS990/PYTotalExpensesAmt0302981
IRS990/PYTotalRevenueAmt0201980
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-109772
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0750
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026912
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019024
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0305802
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0664614
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt045516
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045516
IRS990ScheduleD/RevenueNotReportedAmt0664614
IRS990ScheduleD/RevenueSubtotalAmt0196030
IRS990ScheduleD/TotalBookValueLandBuildingsAmt045516
IRS990ScheduleD/TotalBookValueSecuritiesAmt01125151
IRS990ScheduleD/TotalExpensesPerForm990Amt0305802
IRS990ScheduleD/TotalRevenuePerForm990Amt0196030
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0860644
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0305802
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/TotalAssetsBOYAmt05229344
IRS990/TotalAssetsEOYAmt05764897
IRS990/TotalAssetsGrp/BOYAmt05229344
IRS990/TotalAssetsGrp/EOYAmt05764897
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015677
IRS990/TotalEmployeeCnt01

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Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,764,897
Liabilities
$90,459
Net assets
$5,674,438
Revenue
$196,030
Expenses
$305,802
Net income
-$109,772
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
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