Civic Intelligence

Whitfield-Murray Historical Society Inc.

990 • Fiscal year 2013 • EIN 58-1264134

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 17, 2014

715 Chattanooga Ave30720

(706) 278-0217

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

94th percentile

68%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

97th percentile

212%

Faster revenue growth than 97% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Up

$2,285,841

Up $927,791 (+68%) from 2012

Net Assets

Up

$2,275,097

Up $929,791 (+69%) from 2012

Liabilities

Down

$10,744

Down $2,000 (-16%) from 2012

Revenue

$1,048,917

No earlier filing loaded for comparison.

Expenses

Down

$119,126

Down $54,792 (-32%) from 2012

Net Income

$929,791

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.

$3.0M$2.0M$1.0M$0Assets 2010: $1,366,166Liabilities 2010: $0Net Assets 2010: $1,366,1662010Assets 2011: $1,349,464Liabilities 2011: $12,744Net Assets 2011: $1,336,7202011Assets 2012: $1,358,050Liabilities 2012: $12,744Net Assets 2012: $1,345,3062012Assets 2013: $2,285,841Liabilities 2013: $10,744Net Assets 2013: $2,275,0972013Assets 2014: $2,313,209Liabilities 2014: $0Net Assets 2014: $2,313,2092014Assets 2015: $2,330,088Liabilities 2015: $5,000Net Assets 2015: $2,325,0882015Assets 2016: $2,319,878Liabilities 2016: $5,112Net Assets 2016: $2,314,7662016Assets 2017: $2,355,297Liabilities 2017: $5,162Net Assets 2017: $2,350,1352017Assets 2018: $2,331,850Liabilities 2018: $5,987Net Assets 2018: $2,325,8632018Assets 2019: $2,401,432Liabilities 2019: $5,416Net Assets 2019: $2,396,0162019Assets 2020: $2,461,362Liabilities 2020: $5,233Net Assets 2020: $2,456,1292020Assets 2021: $2,483,352Liabilities 2021: $408Net Assets 2021: $2,482,9442021Assets 2022: $2,482,392Liabilities 2022: $563Net Assets 2022: $2,481,8292022Assets 2023: $2,425,729Liabilities 2023: $147Net Assets 2023: $2,425,5822023Assets 2024: $2,645,915Liabilities 2024: $972Net Assets 2024: $2,644,9432024

Highlighted filing

2013

Assets$2,285,841
Liabilities$10,744
Net Assets$2,275,097

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $145,5982010Revenue 2011: $107,552Expenses 2011: $136,998Net Income 2011: -$29,4462011Expenses 2012: $173,9182012Revenue 2013: $1,048,917Expenses 2013: $119,126Net Income 2013: $929,7912013Revenue 2014: $250,713Expenses 2014: $212,601Net Income 2014: $38,1122014Revenue 2015: $244,594Expenses 2015: $232,715Net Income 2015: $11,8792015Revenue 2016: $241,710Expenses 2016: $252,032Net Income 2016: -$10,3222016Revenue 2017: $236,955Expenses 2017: $201,550Net Income 2017: $35,4052017Revenue 2018: $156,014Expenses 2018: $180,288Net Income 2018: -$24,2742018Revenue 2019: $199,452Expenses 2019: $129,299Net Income 2019: $70,1532019Revenue 2020: $190,958Expenses 2020: $130,843Net Income 2020: $60,1152020Revenue 2021: $181,062Expenses 2021: $189,109Net Income 2021: -$8,0472021Revenue 2022: $182,680Expenses 2022: $159,283Net Income 2022: $23,3972022Revenue 2023: $171,884Expenses 2023: $153,936Net Income 2023: $17,9482023Revenue 2024: $302,982Expenses 2024: $187,703Net Income 2024: $115,2792024

Highlighted filing

2013

Revenue$1,048,917
Expenses$119,126
Net Income$929,791
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 17, 2014
Return Version
2013v3.1
Gross Receipts
$1,048,917
Mission and Program Overview

Mission

Preservation of historical property

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,151,263$2,001,263▲ $850,000
Savings and Temporary Cash Investments$200,742$172,555▼ $28,187
Investments in Publicly Traded Securities-$98,013-
Cash and Non-Interest-Bearing Accounts$6,045$14,010▲ $7,965
Total Assets$1,358,050$2,285,841▲ $927,791
Liabilities
Accounts Payable and Accrued Expenses$12,744$10,744▼ $2,000
Total Liabilities$12,744$10,744▼ $2,000
Net Assets / Fund Balance
Unrestricted Net Assets$1,160,753$2,003,342▲ $842,589
Temporarily Rstr Net Assets$184,553$271,755▲ $87,202
Total Net Assets Fund Balance$1,345,306$2,275,097▲ $929,791
Total Liabilities and Net Assets / Fund Balance$1,358,050$2,285,841▲ $927,791

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$869,605--
Other Land Buildings$850,000--
Land$261,056--
Equipment$20,602--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,009,940
Program Service Revenue
$6,807
Investment Income
$-1,599
Other Revenue
$33,769
All Other Contributions
$909,434
Change in Net Assets
$929,791

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Commercial1$850,000
Total Noncash Contributions1$850,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,872
Salaries, Compensation, and Employee Benefits$32,254
Total Fundraising Expense$3,126
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$45,462$5,051-$50,513
Other Salaries and Wages$21,425$5,685$2,843$29,953
Office Expenses$11,008$1,214-$12,222
Fees for Services Legal$4,692$2,011-$6,703
Payroll Taxes$1,648$435$218$2,301
Other Expenses$1,038$195$65$1,298
All Other Expenses$767$177-$944
Advertising$40--$40
Total Functional Expenses$101,232$14,768$3,126$119,126
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,904
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,904$15,904-$15,904
Total Events$15,904$15,904-$15,904
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
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

A nominating committee is selected by the current board of directors to compile a slate of individuals for directors, trustees and officers each year. These selected names are brought before the board for approval and then approved at the annual meeting by those members in attendance.

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

SEE ABOVE EXPLANATION.

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

The form 990 is presented to the treasurer and is approved by the board. The return is sent out to board in advance of filing for their review.

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

The organization has one full time employee and one part time employee. These employees are hired by the board and are reviewed annually.

Form 990, Page 6, Part VI, Line 19

Governing documents are located at the crown garden and archives, the office for the whitfield-murray historical society, and are available to the public upon request.

Filing and Contact Details

Filer

EIN
58-1264134
Phone
7062780217

Signing Officer

Name
Martha Minor
Title
Treasurer
Phone
7062780217
Signed
2014-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Thompson
Formed
1960
Legal Domicile
Ga
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
40

Preparer

Preparer
Penny Carpenter
Phone
7062782713
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers help with fundraising activities such as tours of historical properties, vann days, rummage sales, research, book sales, maintaining of properties, such as lawn maintenace, building repairs and cleaning, cemetery tours of historical markers. Volunteers also help with bi-monthly programs for the members and general public.

Raw XML AppendixShowing 400 of 497 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/OfficeExpensesGrp/ProgramServicesAmt011008
IRS990/OfficeExpensesGrp/TotalAmt012222
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP AND AWARDS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt065
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0195
IRS990/OtherExpensesGrp/ProgramServicesAmt06896
IRS990/OtherExpensesGrp/ProgramServicesAmt14336
IRS990/OtherExpensesGrp/ProgramServicesAmt23920
IRS990/OtherExpensesGrp/ProgramServicesAmt31038
IRS990/OtherExpensesGrp/TotalAmt06896
IRS990/OtherExpensesGrp/TotalAmt14336
IRS990/OtherExpensesGrp/TotalAmt23920
IRS990/OtherExpensesGrp/TotalAmt31298
IRS990/OtherRevenueMiscGrp/Desc0BOOKS, ETC
IRS990/OtherRevenueMiscGrp/Desc1TOURS HISTORICAL PROPERTIES
IRS990/OtherRevenueMiscGrp/Desc2GENEALOGY CLASSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010771
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14074
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21789
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010771
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14074
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21789
IRS990/OtherRevenueTotalAmt017865
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02843
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05685
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021425
IRS990/OtherSalariesAndWagesGrp/TotalAmt029953
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0218
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0435
IRS990/PayrollTaxesGrp/ProgramServicesAmt01648
IRS990/PayrollTaxesGrp/TotalAmt02301
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ELLEN THOMPSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06807
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06807
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0144229
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0766
IRS990/PYOtherExpensesAmt0143518
IRS990/PYOtherRevenueAmt028774
IRS990/PYProgramServiceRevenueAmt08735
IRS990/PYRevenuesLessExpensesAmt08586
IRS990/PYSalariesCompEmpBnftPaidAmt030400
IRS990/PYTotalExpensesAmt0173918
IRS990/PYTotalRevenueAmt0182504
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0929791
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200742
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0172555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01009940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0144229
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0111471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt084021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01429185
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0-1599
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0766
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01527
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01964
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0146558
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0-1599
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0766
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01527
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03975
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99430
IRS990ScheduleA/PublicSupportPY509Pct00.95950
IRS990ScheduleA/PublicSupportTotal509Amt01570743
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt05000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01050516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0181738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0106235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0131382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105872
IRS990ScheduleA/Total509Grp/TotalAmt01575743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01048917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0107552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0132909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0107836
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01579718
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0869605
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0869605
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt020602
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt020602
IRS990ScheduleD/LandGrp/BookValueAmt0261056
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0261056
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0850000
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0850000
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02001263
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015904
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISING INC
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015904
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.64$0.30$0.19$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.17$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.18$0.19$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.01$2.46$0.19$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.01$2.40$0.20$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.33$0.16$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.01$2.35$0.24$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$0.24$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.33$0.24$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.25$0.21$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.28$1.05$0.12$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.01$1.35$0.17
2011Summary only. Only limited summary data is available for this year.$1.35$0.01$1.34$0.11$0.14$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.15