Civic Intelligence

National Association of Professional Allstate Agents Inc

990 • Fiscal year 2017 • EIN 59-2990199

Jun 01, 2016 to May 31, 2017 • Filed on Sep 20, 2017

Organization ProfileWWW.NAPAAUSA.ORG

View Organization Page

22 North Carroll Street Ste 300Madison, WI 53703

(877) 627-2248

Siviq Scores

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

Liabilities / Assets

98th percentile

0.82x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.20x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

60th percentile

8.4%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$65,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

57%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-9.0%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$83,043

Up $30,235 (+57%) from 2016

Net Assets

Up

$14,928

Up $28,567 (+209%) from 2016

Liabilities

Up

$68,115

Up $1,668 (+2.5%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin60th percentile

Revenue

Down

$339,753

Down $33,414 (-9.0%) from 2016

Expenses

Down

$311,371

Down $71,905 (-19%) from 2016

Net Income

Up

$28,382

Up $38,491 (+381%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$600K$400K$200K$0-$200KAssets 2011: $363,637Liabilities 2011: $68,602Net Assets 2011: $295,0352011Assets 2012: $387,173Liabilities 2012: $74,628Net Assets 2012: $312,5452012Assets 2013: $210,406Liabilities 2013: $3,664Net Assets 2013: $206,7422013Assets 2014: $93,708Liabilities 2014: $0Net Assets 2014: $93,7082014Assets 2015: $88,938Liabilities 2015: $92,468Net Assets 2015: -$3,5302015Assets 2016: $52,808Liabilities 2016: $66,447Net Assets 2016: -$13,6392016Assets 2017: $83,043Liabilities 2017: $68,115Net Assets 2017: $14,9282017Assets 2018: $138,437Liabilities 2018: $52,436Net Assets 2018: $86,0012018Assets 2019: $169,034Liabilities 2019: $44,930Net Assets 2019: $124,1042019Assets 2020: $228,026Liabilities 2020: $104,420Net Assets 2020: $123,6062020Assets 2021: $462,644Liabilities 2021: $111,540Net Assets 2021: $351,1042021Assets 2022: $460,894Liabilities 2022: $66,410Net Assets 2022: $394,4842022Assets 2023: $437,232Liabilities 2023: $156,888Net Assets 2023: $280,3442023Assets 2024: $500,817Liabilities 2024: $98,576Net Assets 2024: $402,2412024Assets 2025: $441,216Liabilities 2025: $96,819Net Assets 2025: $344,3972025

Highlighted filing

2017

Assets$83,043
Liabilities$68,115
Net Assets$14,928
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $443,9202011Expenses 2012: $509,7252012Expenses 2013: $536,9172013Revenue 2014: $446,883Expenses 2014: $558,579Net Income 2014: -$111,6962014Revenue 2015: $404,092Expenses 2015: $419,262Net Income 2015: -$15,1702015Revenue 2016: $373,167Expenses 2016: $383,276Net Income 2016: -$10,1092016Revenue 2017: $339,753Expenses 2017: $311,371Net Income 2017: $28,3822017Revenue 2018: $372,570Expenses 2018: $301,572Net Income 2018: $70,9982018Revenue 2019: $316,593Expenses 2019: $278,510Net Income 2019: $38,0832019Revenue 2020: $290,914Expenses 2020: $291,435Net Income 2020: -$5212020Revenue 2021: $641,015Expenses 2021: $413,906Net Income 2021: $227,1092021Revenue 2022: $407,572Expenses 2022: $364,192Net Income 2022: $43,3802022Revenue 2023: $242,357Expenses 2023: $356,237Net Income 2023: -$113,8802023Revenue 2024: $430,178Expenses 2024: $308,850Net Income 2024: $121,3282024Revenue 2025: $316,928Expenses 2025: $374,772Net Income 2025: -$57,8442025

Highlighted filing

2017

Revenue$339,753
Expenses$311,371
Net Income$28,382
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Sep 20, 2017
Return Version
2016v3.0
Gross Receipts
$339,753
Mission and Program Overview

Mission

Napaa is dedicated to the success of allstate exclusive agency owners and to advance the independence and entrepreneurial spirit of our members.

Napaa is dedicated to the success of allstate exclusive agency owners and to advance the independence and entrepreneurial spirit to their members in north america.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,949$66,296▲ $25,347
Prepaid Expenses and Deferred Charges$7,514$8,547▲ $1,033
Accounts Receivable$3,670$7,340▲ $3,670
Investments in Publicly Traded Securities$675$860▲ $185
Total Assets$52,808$83,043▲ $30,235
Liabilities
Deferred Revenue$56,572$57,688▲ $1,116
Accounts Payable and Accrued Expenses$8,025$10,427▲ $2,402
Other Liabilities$1,850--
Total Liabilities$66,447$68,115▲ $1,668
Net Assets / Fund Balance
Unrestricted Net Assets$-13,639$14,928▲ $28,567
Total Net Assets Fund Balance$-13,639$14,928▲ $28,567
Total Liabilities and Net Assets / Fund Balance$52,808$83,043▲ $30,235
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy FishExecutive DiFT$65,000$65,000
James FishPresident-$39,426$39,426

Board Members and Trustees

NameTitle
Christina MillerDirector
Dale RevelsDirector
Lezlee LiljenbergDirector
Ted ParisDirector
Virginia OttenbergDirector
Debe Campos-fleenorExecutive VP
Claudia GamacheSecretary
Greg ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,786
Program Service Revenue
$210,292
Investment Income
$14
Other Revenue
$127,661
All Other Contributions
$1,786
Change in Net Assets
$28,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$214,370
Salaries, Compensation, and Employee Benefits$97,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$85,455$10,677-$96,132
Current Officers, Directors, Trustees, and Key Employees$91,958--$91,958
Fees for Services Management$81,060--$81,060
Conferences and Meetings-$13,237-$13,237
Insurance$8,702--$8,702
Travel$5,458--$5,458
Payroll Taxes$5,043--$5,043
Fees for Services Accounting-$3,500-$3,500
Office Expenses$807$2,348-$3,155
Fees for Services Legal-$3,126-$3,126
Total Functional Expenses$278,483$32,888$0$311,371
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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, Page 6, Part VI, Line 2

“Jim fish nancy fish president executive di husband and wife”

Form 990, Page 6, Part VI, Line 6

“The association has two classes of member: active and associate”

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

“Active members shall have the right to elect members of the governing body.”

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

“The prepared 990 is reviewed and approved by both the executive director of napaa and the finance director of association management partners & executive directors, llc. After approval, the return is reviewed and approved by the current napaa president before the return is filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Each director, officer, and employee must fill out a conflict of interest questionnaire on an annual basis. The board of directors will review, monitor and enforce compliance.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
National Association of
EIN
59-2990199
Phone
8776272248
Address
22 NORTH CARROLL STREET STE 300, MADISON, WI 53703
Doing Business As
Allstate Agents Inc

Signing Officer

Name
Debe Campos-fleenor
Title
Executive VP
Phone
8776272248
Signed
2017-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Fish
Formed
1990
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
1

Preparer

Firm
Jones & Company
Address
11436 HIGHLAND ROAD, HARTLAND, MI 48353
Preparer
Jonathan L Jones
Phone
8106325307
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provides all allstate owners and its membership with reliable communications on issues that affect allstate agency owners and their customers.”

Form 990, Part IX, Line 11G

“Editorial services 17,865 0 0 recruiting services 7,038 0 0 other professional services 365 0 0 federal and state taxes -6,204 0 0 payroll processing 0 72 0 publication expenses 61,657 0 0 merchant fees 0 5,634 0 membership services 2,299 0 0 filing fees 431 0 0 bank fees 0 2,075 0 telephone 0 2,896 0 dues and subscriptions 2,004 0 0 total 85,455 10,677 0”

Form 990, Part XI, Line 9

“Unrealized gain on stock 185”

Raw XML Appendix338 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/TitleTxt0EXECUTIVE DI
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
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IRS990/ProgSrvcAccomActy2Grp/Desc0NOT APPLICABLE
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDES ALL ALLSTATE OWNERS AND ITS MEMBERSHIP WITH RELIABLE COMMUNICATIONS ON ISSUES THAT AFFECT ALLSTATE AGENCY OWNERS AND THEIR CUSTOMERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDES ALL ALLSTATE OWNERS AND ITS MEMBERSHIP WITH RELIABLE COMMUNICATIONS ON ISSUES THAT AFFECT ALLSTATE AGENCY OWNERS AND THEIR CUSTOMERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JIM FISH NANCY FISH PRESIDENT EXECUTIVE DI HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION HAS TWO CLASSES OF MEMBER: ACTIVE AND ASSOCIATE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVE MEMBERS SHALL HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PREPARED 990 IS REVIEWED AND APPROVED BY BOTH THE EXECUTIVE DIRECTOR OF NAPAA AND THE FINANCE DIRECTOR OF ASSOCIATION MANAGEMENT PARTNERS & EXECUTIVE DIRECTORS, LLC. AFTER APPROVAL, THE RETURN IS REVIEWED AND APPROVED BY THE CURRENT NAPAA PRESIDENT BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH DIRECTOR, OFFICER, AND EMPLOYEE MUST FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS WILL REVIEW, MONITOR AND ENFORCE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EDITORIAL SERVICES 17,865 0 0 RECRUITING SERVICES 7,038 0 0 OTHER PROFESSIONAL SERVICES 365 0 0 FEDERAL AND STATE TAXES -6,204 0 0 PAYROLL PROCESSING 0 72 0 PUBLICATION EXPENSES 61,657 0 0 MERCHANT FEES 0 5,634 0 MEMBERSHIP SERVICES 2,299 0 0 FILING FEES 431 0 0 BANK FEES 0 2,075 0 TELEPHONE 0 2,896 0 DUES AND SUBSCRIPTIONS 2,004 0 0 TOTAL 85,455 10,677 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UNREALIZED GAIN ON STOCK 185
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt052808
IRS990/TotalAssetsEOYAmt083043
IRS990/TotalAssetsGrp/BOYAmt052808
IRS990/TotalAssetsGrp/EOYAmt083043
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01786
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032888
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0278483
IRS990/TotalFunctionalExpensesGrp/TotalAmt0311371
IRS990/TotalGrossUBIAmt0118483
IRS990/TotalLiabilitiesBOYAmt066447
IRS990/TotalLiabilitiesEOYAmt068115
IRS990/TotalLiabilitiesGrp/BOYAmt066447
IRS990/TotalLiabilitiesGrp/EOYAmt068115
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-13639
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014928
IRS990/TotalProgramServiceRevenueAmt0210292
IRS990/TotalReportableCompFromOrgAmt0104426
IRS990/TotalRevenueGrp/ExclusionAmt09192
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0210292
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0339753
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0118483
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052808
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt083043
IRS990/TravelGrp/ProgramServicesAmt05458
IRS990/TravelGrp/TotalAmt05458
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-13639
IRS990/UnrestrictedNetAssetsGrp/EOYAmt014928
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt022 N CARROLL ST STE 300
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053703
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.NAPAAUSA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBE CAMPOS-FLEENOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP
ReturnHeader/BusinessOfficerGrp/PhoneNum08776272248
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONAL ALLSTATE AGENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0592990199
ReturnHeader/Filer/PhoneNum08776272248
ReturnHeader/Filer/USAddress/AddressLine1Txt022 NORTH CARROLL STREET STE 300
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06FB0AA3F0DDC7B94C375F1C1E3B371567E23FE4C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06FB0AA3F0DDC7B94C375F1C1E3B371567E23FE4C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383321351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011436 HIGHLAND ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048353
ReturnHeader/PreparerPersonGrp/PhoneNum08106325307
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN L JONES
ReturnHeader/ReturnTs02017-09-20T08:02:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$83,043
Liabilities
$68,115
Net assets
$14,928
Revenue
$339,753
Expenses
$311,371
Net income
$28,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.97$3.44$3.17$3.75$0.58
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.99$4.02$4.30$3.09$1.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$1.57$2.80$2.42$3.56$1.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.66$3.94$4.08$3.64$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$1.12$3.51$6.41$4.14$2.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$1.04$1.24$2.91$2.91$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.45$1.24$3.17$2.79$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.52$0.86$3.73$3.02$0.71
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.68$0.15$3.40$3.11$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.66$0.14$3.73$3.83$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.92$0.04$4.04$4.19$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$4.47$5.59$1.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.04$2.07$5.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.75$3.13$5.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.69$2.95$4.44
Peer Organizations

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