Civic Intelligence

North Carolina Symphony Foundation

990 • Fiscal year 2017 • EIN 58-1495066

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 13, 2018

Organization ProfileWWW.NCSYMPHONY.ORG
3700 Glenwood Ave No 130Raleigh, NC 27612

(919) 733-2750

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • NTEE A • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.03x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • NTEE A • $10M-$25M nonprofits • Source year 2017

Net Margin

90th percentile

62%

Higher net margin than 90% of similar nonprofits.

2017 filings • NTEE A • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$328,989

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2017 filings • NTEE A • $10M-$25M nonprofits • Source year 2017

Asset Growth

65th percentile

9.0%

Faster asset growth than 65% of similar nonprofits.

2017 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-31%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$15,128,292

Up $1,255,019 (+9.0%) from 2016

Net Assets

Up

$15,071,606

Up $1,246,895 (+9.0%) from 2016

Liabilities

Up

$56,686

Up $8,124 (+17%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin90th percentile

Revenue

Down

$1,869,097

Down $835,984 (-31%) from 2016

Expenses

Up

$702,003

Up $50,104 (+7.7%) from 2016

Net Income

Down

$1,167,094

Down $886,088 (-43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$30M$20M$10M$0Assets 2011: $9,526,015Liabilities 2011: $71,250Net Assets 2011: $9,454,7652011Assets 2012: $9,243,863Liabilities 2012: $70,547Net Assets 2012: $9,173,3162012Assets 2013: $11,377,114Liabilities 2013: $68,137Net Assets 2013: $11,308,9772013Assets 2014: $11,858,941Liabilities 2014: $63,895Net Assets 2014: $11,795,0462014Assets 2015: $11,861,370Liabilities 2015: $57,192Net Assets 2015: $11,804,1782015Assets 2016: $13,873,273Liabilities 2016: $48,562Net Assets 2016: $13,824,7112016Assets 2017: $15,128,292Liabilities 2017: $56,686Net Assets 2017: $15,071,6062017Assets 2018: $16,118,510Liabilities 2018: $219,945Net Assets 2018: $15,898,5652018Assets 2019: $16,550,282Liabilities 2019: $96,964Net Assets 2019: $16,453,3182019Assets 2020: $16,661,282Liabilities 2020: $87,665Net Assets 2020: $16,573,6172020Assets 2021: $19,944,867Liabilities 2021: $104,832Net Assets 2021: $19,840,0352021Assets 2022: $16,993,158Liabilities 2022: $117,824Net Assets 2022: $16,875,3342022Assets 2023: $20,864,565Liabilities 2023: $5,250Net Assets 2023: $20,859,3152023Assets 2024: $24,200,426Liabilities 2024: $6,826Net Assets 2024: $24,193,6002024

Highlighted filing

2017

Assets$15,128,292
Liabilities$56,686
Net Assets$15,071,606
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $925,647Expenses 2011: $516,220Net Income 2011: $409,4272011Expenses 2012: $470,1822012Expenses 2013: $519,2792013Revenue 2014: $854,419Expenses 2014: $607,253Net Income 2014: $247,1662014Revenue 2015: $553,624Expenses 2015: $568,618Net Income 2015: -$14,9942015Revenue 2016: $2,705,081Expenses 2016: $651,899Net Income 2016: $2,053,1822016Revenue 2017: $1,869,097Expenses 2017: $702,003Net Income 2017: $1,167,0942017Revenue 2018: $1,722,644Expenses 2018: $888,382Net Income 2018: $834,2622018Revenue 2019: $940,571Expenses 2019: $896,820Net Income 2019: $43,7512019Revenue 2020: $776,529Expenses 2020: $928,899Net Income 2020: -$152,3702020Revenue 2021: $2,402,559Expenses 2021: $899,499Net Income 2021: $1,503,0602021Revenue 2022: $1,631,710Expenses 2022: $922,566Net Income 2022: $709,1442022Revenue 2023: $3,422,969Expenses 2023: $1,002,384Net Income 2023: $2,420,5852023Revenue 2024: $1,971,618Expenses 2024: $1,086,126Net Income 2024: $885,4922024

Highlighted filing

2017

Revenue$1,869,097
Expenses$702,003
Net Income$1,167,094
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Gross Receipts
$13,557,117
Mission and Program Overview

Mission

To receive and hold the endowment of the north carolina symphony society, inc. (the "society"), solicit additions to the endowment, safeguard assets, and expend funds for the exclusive use and benefit of the society.

To provide support to the north carolina symphony society and to solicit additions to its endowment for the exclusive use and benefit of the north carolina symphony society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,021,428$12,575,706▲ $1,554,278
Pledges and Grants Receivable$135,143$115,197▼ $19,946
Accounts Receivable$127,884$68,185▼ $59,699
Total Assets$13,873,273$15,128,292▲ $1,255,019
Other Assets Total$2,588,818$2,369,204▼ $219,614
Liabilities
Other Liabilities$48,562$56,686▲ $8,124
Total Liabilities$48,562$56,686▲ $8,124
Net Assets / Fund Balance
Permanently Rstr Net Assets$13,545,876$14,389,941▲ $844,065
Unrestricted Net Assets$278,835$681,665▲ $402,830
Total Net Assets Fund Balance$13,824,711$15,071,606▲ $1,246,895
Total Liabilities and Net Assets / Fund Balance$13,873,273$15,128,292▲ $1,255,019

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$350,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$11,009,595$1,138,871▲ $1,028,021$612,202$12,564,285
2015$9,096,644$2,644,478▼ $167,441$564,086$11,009,595
2014$8,921,152$380,803▲ $280,196$485,507$9,096,644
2013$8,117,897$459,794▲ $869,090$525,629$8,921,152
2012$7,709,148$261,568▲ $600,198$453,017$8,117,897
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert SchillerSenior VP & CFOPT$143,658$143,658

Board Members and Trustees

NameTitle
Mredward M ComanPast President
Mr Thomas H RobergPresident
Sandi Ma MacdonaldPresident & CEO
Mr Larry WilsonVice President
Dr Mark E LeitheMember
Dr Robert N EbyMember
Dr Shaler Stidham JrMember
Dr Warner HallMember
Dr Wm Charles HeltonMember
Mr Chip AndersonMember
Mr Don DavisMember
Mr Dsteve HodgesMember
Mr Gray ReedMember
Mr Josiah Stevenson IvMember
Mr Richard L DaughertyMember
Mrs Louise a MillerMember
Mrs Carroll ClancySecretary
Col Matt SegalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$841,944
Program Service Revenue
$0
Investment Income
$1,027,153
Other Revenue
$0
All Other Contributions
$841,944
Change in Net Assets
$1,167,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,869,097
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$79,075
Total Revenue per Audited Statements
$1,948,172
Total Revenue per Form 990
$1,869,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$612,202
Other Expenses$89,801
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$612,202--$612,202
Fees for Service Investment Mgmnt Fees-$74,767-$74,767
Fees for Services Accounting-$15,034-$15,034
Total Functional Expenses$612,202$89,801$0$702,003

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$702,003
Total Expenses per Form 990$702,003
Total Expenses per Audited Statements$701,277
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-726
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina Symphony Society IncRaleigh, NC501(c)(3)To Support Statewide Service and Music Education$612,202
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligations Under Split Interest Agreements$44,528
Intercompany Payable$12,158
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The members of the board of trustees are appointed by the board of the north carolina symphony society, the filing organization's related, supported organization.”

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

“The 990 (excluding schedule b) is reviewed and approved by the audit subcommittee. The form 990 (excluding schedule b) is then made available to all board members prior to filing.”

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

“North carolina symphony has a conflict of interest policy which all trustees and employees are required to complete.”

Form 990, Part VI, Section C, Line 19

“Financial statements and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).”

FORM 990, PART VII AND SCHEDULE J:

“The foundation does not compensate anyone shown in part vii of the form 990 or schedule j, part ii. The compensation shown in these sections is paid by north carolina symphony society, inc., the organization's related organization. The foundation relies on the compensation determination methodology of the symphony society. The following is the compensation methodology used by north carolina symphony society, inc.: industry salary surveys are used to determine salaries, and compensation was established by an independent consultant. Ceo and music director salaries are reviewed and approved by a committee of the board. The compensation arrangement is documented when decided by the board of trustees.”

Filing and Contact Details

Filer

Filer Name
North Carolina Symphony Foundation
EIN
58-1495066
Phone
9197332750
Address
3700 GLENWOOD AVE NO 130, RALEIGH, NC 27612

Signing Officer

Name
Sandi Ma Macdonald
Title
President & CEO
Phone
9197332750
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandi Ma Macdonald
Formed
1982
Legal Domicile
Nc
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Rsm US Llp
Address
230 N ELM ST STE 1100, GREENSBORO, NC 27401
Preparer
Yong Zhang
Phone
3362724551
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split-interest agreements 2,121. Adjustment to csv life insurance 726.”

Financial Statement Notes

PART III, LINE 4:

“This historical instrument dates back to 1823 and is made of spruce and maple varnished in gold-red brown. It bears the label "nicolas lupot luthier rue croix/des petits champs, a paris, l'an 1823". Per the donor's written request, the foundation will make the violin available to violinists of the north carolina symphony for indoor select performances.”

PART V, LINE 4:

“The purpose of the endowment funds is to provide support to the society. The endowment funds of both the north carolina symphony society inc. And the north carolina symphony foundation are managed by an investment committee, comprised of members of both organizations' boards.”

PART X, LINE 2:

“Management has evaluated the symphony's tax positions and concluded that the symphony had taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of the income taxes topic of the fasb.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in split-interest agreeements 2,121.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment to csv life insurance -726.”

Raw XML AppendixShowing 400 of 590 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/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18SENIOR VP & CFO
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE PURPOSE OF THE FOUNDATION SHALL BE TO RECEIVE AND HOLD THE ENDOWMENT OF THE NORTH CAROLINA SYMPHONY SOCIETY, INCORPORATED (THE "SOCIETY") AND SOLICIT ADDITIONS TO THE ENDOWMENT, SAFEGUARD ENDOWMENT ASSETS IN A MANNER CONSISTENT WITH PRUDENT INVESTMENT OF ENDOWMENT FUNDS, AND EXPEND ENDOWMENT INCOME AND CAPITAL FOR THE EXCLUSIVE USE AND BENEFIT OF THE SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt076954
IRS990/NoncashContributionsAmt02665
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt02847
IRS990/OtherLiabilitiesGrp/BOYAmt048562
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0135143
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0115197
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDI MA MACDONALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02787228
IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherExpensesAmt087813
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/SupportedOrganizationsCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0612202
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH CAROLINA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0612202
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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/ScheduleBRequiredInd01
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IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt00
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011009595
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01138871
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012564285
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01028021
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0612202
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09096644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02644478
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011009595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-167441
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0564086
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08921152
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0380803
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IRS990ScheduleD/ExpensesNotReportedAmt0-726
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IRS990ScheduleD/ExpensesSubtotalAmt0702003
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt166053
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2234804
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3350000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SPLIT INTEREST AGREEMENTS & BENE INTEREST IN PERP TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ASSETS HELD IN CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CASH VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3HISTORICAL TREASURES
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt044528
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112158
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
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IRS990ScheduleD/SolicitedAssetsSaleInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,128,292
Liabilities
$56,686
Net assets
$15,071,606
Revenue
$1,869,097
Expenses
$702,003
Net income
$1,167,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$0.01$24.2$1.97$1.09$0.89
2023Summary only. Only limited summary data is available for this year.$20.9$0.01$20.9$3.42$1.00$2.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.12$16.9$1.63$0.92$0.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$0.10$19.8$2.40$0.90$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.09$16.6$0.78$0.93$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.10$16.5$0.94$0.90$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.22$15.9$1.72$0.89$0.83
2017Detailed filing. Detailed filing data is available for this year.$15.1$0.06$15.1$1.87$0.70$1.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.05$13.8$2.71$0.65$2.05
2015Summary only. Only limited summary data is available for this year.$11.9$0.06$11.8$0.55$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.06$11.8$0.85$0.61$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.07$11.3$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.24$0.07$9.17$0.47
2011Summary only. Only limited summary data is available for this year.$9.53$0.07$9.45$0.93$0.52$0.41