Civic Intelligence

Aubrey Lee Brooks Foundation

990 • Fiscal year 2024 • EIN 56-6044358

Jul 01, 2023 to Jun 30, 2024 • Filed on May 06, 2025

Organization ProfileSEE STATEMENT
3120 Poplarwood CourtRaleigh, NC 27604

(919) 549-8614

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE B • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE B • $25M-$50M nonprofits • Source year 2024

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2024 filings • NTEE B • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE B • $25M-$50M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2024 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

49%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$37,786,129

Up $3,600,993 (+11%) from 2023

Net Assets

Up

$37,786,129

Up $3,600,993 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin64th percentile

Revenue

Up

$1,396,166

Up $456,156 (+49%) from 2023

Expenses

Up

$1,240,137

Up $374,858 (+43%) from 2023

Net Income

Up

$156,029

Up $81,298 (+109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$60M$40M$20M$0Assets 2011: $26,168,121Liabilities 2011: $0Net Assets 2011: $26,168,1212011Assets 2012: $24,692,947Liabilities 2012: $0Net Assets 2012: $24,692,9472012Assets 2013: $26,230,100Liabilities 2013: $0Net Assets 2013: $26,230,1002013Assets 2014: $28,939,641Liabilities 2014: $0Net Assets 2014: $28,939,6412014Assets 2015: $27,910,941Liabilities 2015: $0Net Assets 2015: $27,910,9412015Assets 2016: $26,271,633Liabilities 2016: $0Net Assets 2016: $26,271,6332016Assets 2017: $28,368,425Liabilities 2017: $0Net Assets 2017: $28,368,4252017Assets 2018: $29,968,471Liabilities 2018: $0Net Assets 2018: $29,968,4712018Assets 2019: $30,656,542Liabilities 2019: $0Net Assets 2019: $30,656,5422019Assets 2020: $30,338,718Liabilities 2020: $0Net Assets 2020: $30,338,7182020Assets 2021: $37,880,958Liabilities 2021: $0Net Assets 2021: $37,880,9582021Assets 2022: $32,037,449Liabilities 2022: $0Net Assets 2022: $32,037,4492022Assets 2023: $34,185,136Liabilities 2023: $0Net Assets 2023: $34,185,1362023Assets 2024: $37,786,129Liabilities 2024: $0Net Assets 2024: $37,786,1292024Assets 2025: $40,847,002Liabilities 2025: $0Net Assets 2025: $40,847,0022025

Highlighted filing

2024

Assets$37,786,129
Liabilities$0
Net Assets$37,786,129
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,949,950Expenses 2011: $841,688Net Income 2011: $1,108,2622011Revenue 2012: $2,106,770Expenses 2012: $923,938Net Income 2012: $1,182,8322012Expenses 2013: $995,2332013Revenue 2014: $1,866,720Expenses 2014: $1,039,603Net Income 2014: $827,1172014Revenue 2015: $2,150,643Expenses 2015: $1,101,895Net Income 2015: $1,048,7482015Revenue 2016: $732,850Expenses 2016: $1,035,928Net Income 2016: -$303,0782016Revenue 2017: $2,235,752Expenses 2017: $994,117Net Income 2017: $1,241,6352017Revenue 2018: $1,411,636Expenses 2018: $1,022,423Net Income 2018: $389,2132018Revenue 2019: $1,373,691Expenses 2019: $1,140,594Net Income 2019: $233,0972019Revenue 2020: $1,256,720Expenses 2020: $1,003,650Net Income 2020: $253,0702020Revenue 2021: $2,476,084Expenses 2021: $1,146,596Net Income 2021: $1,329,4882021Revenue 2022: $2,696,989Expenses 2022: $1,177,276Net Income 2022: $1,519,7132022Revenue 2023: $940,010Expenses 2023: $865,279Net Income 2023: $74,7312023Revenue 2024: $1,396,166Expenses 2024: $1,240,137Net Income 2024: $156,0292024Revenue 2025: $2,712,917Expenses 2025: $1,172,032Net Income 2025: $1,540,8852025

Highlighted filing

2024

Revenue$1,396,166
Expenses$1,240,137
Net Income$156,029
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$6,635,838
Mission and Program Overview

Mission

To promote the education of deserving youth from a 14-county area of north carolina by providing scholarships at the university of north carolina at chapel hill, north carolina state university in raleigh, or the university of north carolina at greensboro.

Providing scholarships to three north carolina universities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,830,043$37,254,343▲ $3,424,300
Savings and Temporary Cash Investments$352,645$531,786▲ $179,141
Total Assets$34,185,136$37,786,129▲ $3,600,993
Other Assets Total$2,448$0▼ $2,448
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$34,185,136$37,786,129▲ $3,600,993
Total Net Assets Fund Balance$34,185,136$37,786,129▲ $3,600,993
Total Liabilities and Net Assets / Fund Balance$34,185,136$37,786,129▲ $3,600,993

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$34,185,136-▲ $4,841,131$1,997$37,786,129
2022$32,037,449-▲ $3,012,966$5,807$34,185,136
2021$37,880,958-▼ $4,666,234$3,087$32,037,449
2020$30,338,718-▲ $8,688,836$4,624$37,880,958
2019$30,656,542-▲ $685,826$7,520$30,338,718
Compensation and Service Providers
Top Officer Pay18th percentile

Board Members and Trustees

NameTitle
-Secretary & Director
-Trustee
Andrea PooleTrustee
Helen E BrooksTrustee
James Taylor Brooks JrTrustee
Phyllis BrooksTrustee
Sherrill M LybrookTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,396,166
Other Revenue
$0
Change in Net Assets
$156,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$900,407
Other Expenses$339,730
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$900,407--$900,407
Fees for Services Management-$171,021-$171,021
Fees for Service Investment Mgmnt Fees-$166,713-$166,713
Office Expenses-$1,996-$1,996
Total Functional Expenses$900,407$339,730$0$1,240,137
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Four members of the board of trustees are related to the original donor who created the foundation.”

Form 990, Part VI, Section A, Line 8A

“The board of trustees of the foundation did not meet during the year ended june 30, 2024.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is distributed to each board member upon filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“All trustees of the foundation are reminded annually that they must disclose any interests that could give rise to a conflict of interest to the board.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, conflict of interest policy, financial statements, and form 990 for the past three years are available upon request at the offices of the north carolina state education assistance authority which provides central administration for the foundation.”

Filing and Contact Details

Filer

Filer Name
Aubrey Lee Brooks Foundation
EIN
56-6044358
Phone
9195498614
Address
3120 POPLARWOOD COURT, RALEIGH, NC 27604

Signing Officer

Name
Mary Shuping
Title
Interim Director
Phone
9192484642
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Shuping
Formed
1955
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
4130 PARKLAKE AVE STE 400, RALEIGH, NC 27612
Preparer
Michelle Foote
Phone
9198792909
Supplemental Narrative

Additional Explanations

Form 990, Part 1, Line J

“Although the foundation does not maintain its own website, information about the scholarships offered by the foundation can be found at the following web address: www.ncseaa.edu/brooks.htm”

Financial Statement Notes

Form 990, Schedule D, Part V, Line 4

“The foundation's endowment fund is the sole means of revenue of the foundation. It is intended to generate enough income to support the operations of the foundation each year, and also to provide growth to offset future inflation.”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0398784
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1409702
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt291921
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NC STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNC-CHAPEL HILL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2UNC-GREENSBORO
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt037786129
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0900407
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04841131
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt037880958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0805092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08688836
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0145411
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt030338718
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0850719
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0685826
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt07520
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUND IS THE SOLE MEANS OF REVENUE OF THE FOUNDATION. IT IS INTENDED TO GENERATE ENOUGH INCOME TO SUPPORT THE OPERATIONS OF THE FOUNDATION EACH YEAR, AND ALSO TO PROVIDE GROWTH TO OFFSET FUTURE INFLATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0409702
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1398784
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt291921
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS TO NORTH CAROLINA STATE UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2SCHOLARSHIPS TO THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt098
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt188
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt227
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COUNTY COMMITTEES CHOOSE SCHOLARSHIP RECIPIENTS BASED ON FINANCIAL NEED, MERIT, LEADERSHIP, CHARACTER, AND THE WILL OF THE RECIPIENT TO HELP HIMSELF OR HERSELF PREPARE FOR A CAREER AS A USEFUL AND INFORMED CITIZEN. THESE COMMITTEES ARE OVERSEEN BY A CENTRAL COMMITTEE COMPOSED OF SCHOLARSHIP, FINANCIAL AND ENROLLMENT SPECIALISTS FROM THE THREE UNIVERSITIES. TUITION PAYMENTS ARE DISBURSED DIRECTLY TO THE UNIVERSITIES. EACH UNIVERSITY MONITORS THEIR SCHOLARSHIP RECIPIENTS FOR CONTINUING ELIGIBILITY IN TERMS OF FINANCIAL NEED, FULL-TIME ENROLLMENT, AN ACCEPTABLE CUMULATIVE GRADE POINT AVERAGE, AND GOOD CITIZENSHIP. SCHOLARSHIP PAYMENTS FOR A ONE-TIME COMPUTER ALLOWANCE AND FOR SUMMER INTERNSHIPS, RESEARCH OR STUDY ABROAD ARE MONITORED BY THE NORTH CAROLINA STATE EDUCATION ASSISTANCE AUTHORITY THROUGH EXAMINATION OF RECEIPTS, TIME SHEETS SIGNED BY THE EMPLOYER, PROGRAM COSTS AND BUDGETS PUBLISHED BY THE SPONSORING SCHOOL, AND OTHER EVIDENCIARY MATERIAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOUR MEMBERS OF THE BOARD OF TRUSTEES ARE RELATED TO THE ORIGINAL DONOR WHO CREATED THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES OF THE FOUNDATION DID NOT MEET DURING THE YEAR ENDED JUNE 30, 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER UPON FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL TRUSTEES OF THE FOUNDATION ARE REMINDED ANNUALLY THAT THEY MUST DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 FOR THE PAST THREE YEARS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE NORTH CAROLINA STATE EDUCATION ASSISTANCE AUTHORITY WHICH PROVIDES CENTRAL ADMINISTRATION FOR THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALTHOUGH THE FOUNDATION DOES NOT MAINTAIN ITS OWN WEBSITE, INFORMATION ABOUT THE SCHOLARSHIPS OFFERED BY THE FOUNDATION CAN BE FOUND AT THE FOLLOWING WEB ADDRESS: WWW.NCSEAA.EDU/BROOKS.HTM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART 1, LINE J
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalProgramServiceExpensesAmt0900407
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/WebsiteAddressTxt0SEE STATEMENT
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY SHUPING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09192484642
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUBREY LEE BROOKS FOUNDATION
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ReturnHeader/Filer/PhoneNum09195498614
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ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,786,129
Liabilities
$0
Net assets
$37,786,129
Revenue
$1,396,166
Expenses
$1,240,137
Net income
$156,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$2.71$1.17$1.54
2024Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$1.40$1.24$0.16
2023Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$0.94$0.87$0.07
2022Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$2.70$1.18$1.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.9$0.00$37.9$2.48$1.15$1.33
2020Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$1.26$1.00$0.25
2019Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$1.37$1.14$0.23
2018Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$1.41$1.02$0.39
2017Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$2.24$0.99$1.24
2016Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$0.73$1.04$0.30
2015Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$2.15$1.10$1.05
2014Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$1.87$1.04$0.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.00$26.2$1.00
2012Summary only. Only limited summary data is available for this year.$24.7$0.00$24.7$2.11$0.92$1.18
2011Summary only. Only limited summary data is available for this year.$26.2$0.00$26.2$1.95$0.84$1.11