Civic Intelligence

Monroe Association for Retarded Citizens Inc.

990 • Fiscal year 2016 • EIN 59-1031546

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 24, 2017

Organization Profilewww.marchouse.org
P O Box 428Key West, FL 33041

(305) 294-9526

Siviq Scores

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

Liabilities / Assets

57th percentile

0.15x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.17x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$76,210

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$3,752,699

Up $397,433 (+12%) from 2015

Net Assets

Up

$3,172,206

Up $439,086 (+16%) from 2015

Liabilities

Down

$580,493

Down $41,653 (-6.7%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin73rd percentile

Revenue

Up

$3,336,106

Up $620,093 (+23%) from 2015

Expenses

Up

$2,895,510

Up $3,819 (+0.1%) from 2015

Net Income

Up

$440,596

Up $616,274 (+351%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,652,476Liabilities 2010: $700,882Net Assets 2010: $2,951,5942010Assets 2011: $3,734,104Liabilities 2011: $730,756Net Assets 2011: $3,003,3482011Assets 2012: $3,496,847Liabilities 2012: $751,192Net Assets 2012: $2,745,6552012Assets 2013: $3,647,942Liabilities 2013: $679,653Net Assets 2013: $2,968,2892013Assets 2014: $3,588,348Liabilities 2014: $675,958Net Assets 2014: $2,912,3902014Assets 2015: $3,355,266Liabilities 2015: $622,146Net Assets 2015: $2,733,1202015Assets 2016: $3,752,699Liabilities 2016: $580,493Net Assets 2016: $3,172,2062016Assets 2017: $3,857,347Liabilities 2017: $461,338Net Assets 2017: $3,396,0092017Assets 2018: $4,009,409Liabilities 2018: $358,393Net Assets 2018: $3,651,0162018Assets 2019: $4,288,504Liabilities 2019: $356,864Net Assets 2019: $3,931,6402019Assets 2020: $4,763,543Liabilities 2020: $852,867Net Assets 2020: $3,910,6762020Assets 2021: $4,762,486Liabilities 2021: $868,233Net Assets 2021: $3,894,2532021Assets 2022: $4,761,253Liabilities 2022: $1,254,853Net Assets 2022: $3,506,4002022Assets 2023: $3,877,550Liabilities 2023: $393,134Net Assets 2023: $3,484,4162023Assets 2024: $4,387,193Liabilities 2024: $634,448Net Assets 2024: $3,752,7452024

Highlighted filing

2016

Assets$3,752,699
Liabilities$580,493
Net Assets$3,172,206
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,005,2532010Revenue 2011: $3,155,592Expenses 2011: $3,116,925Net Income 2011: $38,6672011Expenses 2012: $3,208,4842012Expenses 2013: $2,912,2242013Revenue 2014: $2,820,638Expenses 2014: $2,895,698Net Income 2014: -$75,0602014Revenue 2015: $2,716,013Expenses 2015: $2,891,691Net Income 2015: -$175,6782015Revenue 2016: $3,336,106Expenses 2016: $2,895,510Net Income 2016: $440,5962016Revenue 2017: $3,229,231Expenses 2017: $3,019,721Net Income 2017: $209,5102017Revenue 2018: $3,298,852Expenses 2018: $3,049,692Net Income 2018: $249,1602018Revenue 2019: $3,658,738Expenses 2019: $3,391,444Net Income 2019: $267,2942019Revenue 2020: $3,482,192Expenses 2020: $3,505,570Net Income 2020: -$23,3782020Revenue 2021: $3,319,078Expenses 2021: $3,376,618Net Income 2021: -$57,5402021Revenue 2022: $3,311,689Expenses 2022: $3,627,013Net Income 2022: -$315,3242022Revenue 2023: $3,890,137Expenses 2023: $3,929,751Net Income 2023: -$39,6142023Revenue 2024: $3,323,708Expenses 2024: $3,556,379Net Income 2024: -$232,6712024

Highlighted filing

2016

Revenue$3,336,106
Expenses$2,895,510
Net Income$440,596
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 24, 2017
Return Version
2015v3.0
Gross Receipts
$4,650,540
Mission and Program Overview

Mission

To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,573,615$1,406,482▼ $167,133
Savings and Temporary Cash Investments$316,291$917,938▲ $601,647
Pledges and Grants Receivable$804,756$842,262▲ $37,506
Investments in Publicly Traded Securities$286,017$288,892▲ $2,875
Accounts Receivable$213,707$159,712▼ $53,995
Inventories for Sale or Use$121,808$97,724▼ $24,084
Cash and Non-Interest-Bearing Accounts$20,640$20,844▲ $204
Prepaid Expenses and Deferred Charges$7,820$8,400▲ $580
Intangible Assets$1,913$1,746▼ $167
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Total Assets$3,355,266$3,752,699▲ $397,433
Other Assets Total$8,699$8,699→ $0
Liabilities
Accounts Payable and Accrued Expenses$287,162$283,305▼ $3,857
Mortgage Notes Payable Secured by Investment Property$323,858$267,344▼ $56,514
Deferred Revenue$11,126$29,844▲ $18,718
Total Liabilities$622,146$580,493▼ $41,653
Net Assets / Fund Balance
Unrestricted Net Assets$1,940,126$2,376,631▲ $436,505
Temporarily Rstr Net Assets$792,994$795,575▲ $2,581
Total Net Assets Fund Balance$2,733,120$3,172,206▲ $439,086
Total Liabilities and Net Assets / Fund Balance$3,355,266$3,752,699▲ $397,433

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$904,414$229,653$1,134,067
Buildings$254,126$433,648$687,774
Equipment$183,120$484,149$667,269
Other Land Buildings$4,022$65,889$69,911
Land$60,800-$60,800
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Diana FlenardExecutive DirectorFT$76,210$76,210

Board Members and Trustees

NameTitle
Mary Vanden BrookPresident
Jim RemingtonVice President
Diane SchmidtDirector
Douglas HarrisonDirector
G Joan Miller CareyDirector
Jo SochaDirector
Lee Ann HolroydDirector
Manny MadrugaDirector
Mark StantonDirector
Mike ForsterDirector
Peter SweetDirector
Rita FabalDirector
Susan HamDirector
Susan HarrisonDirector
Tommy MackDirector
Richard FowlerSecretary
Kevin ZuelchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$873,942
Program Service Revenue
$1,672,336
Investment Income
$51,305
Other Revenue
$738,523
All Other Contributions
$221,869
Change in Net Assets
$440,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,336,106
Revenue Not Reported on Form 990
$25,480
Total Revenue per Audited Statements
$3,361,586
Total Revenue per Form 990
$3,336,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,271,634
Other Expenses$623,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,744,763$216,005-$1,960,768
Payroll Taxes$150,693$19,323-$170,016
Depreciation Depletion$100,581$34,646-$135,227
Occupancy$103,950$3,391-$107,341
Current Officers, Directors, Trustees, and Key Employees$60,968$15,242-$76,210
Insurance$67,575$2,356-$69,931
Other Employee Benefits-$64,640-$64,640
All Other Expenses$33,599$22,323-$55,922
Travel$34,041--$34,041
Other Expenses$24,072$1,563-$25,635
Office Expenses$14,624$5,652-$20,276
Interest$11,689--$11,689
Advertising$5,480--$5,480
Total Functional Expenses$2,500,219$395,291$0$2,895,510

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,919,480
Expenses per Audited Statements$2,895,510
Total Expenses per Form 990$2,895,510
Expenses Not Reported on Form 990$23,970
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$435,783
Fundraising Direct Expenses$134,859
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Plant Store Fundraising Sales$196,812$196,812$71,530$125,282
Other Events$177,174$177,174$54,855$122,319
Total Events$435,783$435,783$134,859$300,924
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“The Executive Director and the board Treasurer review the Form 990 before it is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board members are annually required to sign a Form disclosing any conflicts or potential conflicts of interest.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Full board reviews the compensation of the Executive Director and approves any changes.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Personnel Committee reviews, does comparisons and recommends salaries of Executive Director and Key Employees. There are written minutes of the Personnel Committee meetings. Board of Directors approves the Personnel Committee recommendations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies & financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
Monroe Association for Retarded
EIN
59-1031546
Phone
3052949526
Address
P O BOX 428, KEY WEST, FL 33041

Signing Officer

Name
Diana Flenard
Title
Executive Director
Signed
2017-01-24
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
17
Independent Board Members
17
Employees
98
Volunteers
300

Preparer

Firm
Oropeza & Parks CPAs
Address
815 Peacock Plz, Key West, FL 33040
Preparer
James H Hill Jr CPA
Phone
3052941049
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“Entire board approves the auditor and the Executive Director and the Business Manager are the liasons between the board and the auditors. The Audit Report is presented to the Full Board by the auditor and the Full Board approves the audit report before it is issued in final form.”

Financial Statement Notes

Part X : FIN48 Footnote

“Monroe Association for Retarded Citizens, Inc. has no excise or unrelated business income taxes in the twelve months ended June 30, 2016 and 2015. The federal income tax returns for the tax years ended June 30, 2016, 2015 and 2014 are subject to examination by the taxing authority.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Director
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingGrossIncomeAmt0435783
IRS990/GainOrLossGrp/OtherAmt041156
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IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt04650540
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IRS990/GrossSalesOfInventoryAmt0925609
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016567
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0152460
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0323858
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0267344
IRS990/NetAssetsOrFundBalancesBOYAmt02733120
IRS990/NetAssetsOrFundBalancesEOYAmt03172206
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6418
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt041156
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034738
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt086337
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01356
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01356
IRS990/NetUnrlzdGainsLossesInvstAmt0-1510
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/ProgramServicesAmt0103950
IRS990/OccupancyGrp/TotalAmt0107341
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05652
IRS990/OfficeExpensesGrp/ProgramServicesAmt014624
IRS990/OfficeExpensesGrp/TotalAmt020276
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt08699
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt064640
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1889
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21563
IRS990/OtherExpensesGrp/ProgramServicesAmt066508
IRS990/OtherExpensesGrp/ProgramServicesAmt151890
IRS990/OtherExpensesGrp/ProgramServicesAmt229786
IRS990/OtherExpensesGrp/ProgramServicesAmt324072
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IRS990/OtherExpensesGrp/TotalAmt161151
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01744763
IRS990/OtherSalariesAndWagesGrp/TotalAmt01960768
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019323
IRS990/PayrollTaxesGrp/ProgramServicesAmt0150693
IRS990/PayrollTaxesGrp/TotalAmt0170016
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0842262
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08400
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM SERVICES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11433358
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2235645
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03333
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11433358
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2235645
IRS990/ProgSrvcAccomActy2Grp/Desc0LONG TERM RESIDENTIAL CARE - MEN AND WOMEN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0205797
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IRS990/PYContributionsGrantsAmt0811072
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,752,699
Liabilities
$580,493
Net assets
$3,172,206
Revenue
$3,336,106
Expenses
$2,895,510
Net income
$440,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.39$0.63$3.75$3.32$3.56$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.39$3.48$3.89$3.93$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.76$1.25$3.51$3.31$3.63$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.87$3.89$3.32$3.38$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.85$3.91$3.48$3.51$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.36$3.93$3.66$3.39$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.36$3.65$3.30$3.05$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.86$0.46$3.40$3.23$3.02$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.58$3.17$3.34$2.90$0.44
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.62$2.73$2.72$2.89$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.68$2.91$2.82$2.90$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.68$2.97$2.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.75$2.75$3.21
2011Summary only. Only limited summary data is available for this year.$3.73$0.73$3.00$3.16$3.12$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.70$2.95$3.01