Civic Intelligence

PTA Florida Congress Aka Carillon Elementary PTA

990 • Fiscal year 2014 • EIN 59-3377205

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 30, 2014

Organization Profilewww.carillonpta.com
3200 Lockwood Blvd32765

(407) 320-4650

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-7.7%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$12,612

Down $4,218 (-25%) from 2013

Net Assets

Down

$12,612

Down $4,218 (-25%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

$54,493

No earlier filing loaded for comparison.

Expenses

Up

$58,711

Up $22,167 (+61%) from 2013

Net Income

-$4,218

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$40K$30K$20K$10K$0Assets 2010: $12,503Liabilities 2010: $0Net Assets 2010: $12,5032010Assets 2011: $13,079Liabilities 2011: $0Net Assets 2011: $13,0792011Assets 2012: $12,225Liabilities 2012: $0Net Assets 2012: $12,2252012Assets 2013: $16,830Liabilities 2013: $0Net Assets 2013: $16,8302013Assets 2014: $12,612Liabilities 2014: $0Net Assets 2014: $12,6122014Assets 2015: $22,551Liabilities 2015: $0Net Assets 2015: $22,5512015Assets 2016: $16,254Liabilities 2016: $0Net Assets 2016: $16,2542016Assets 2017: $9,963Liabilities 2017: $0Net Assets 2017: $9,9632017Assets 2018: $18,761Liabilities 2018: $02018Assets 2019: $25,915Liabilities 2019: $02019Assets 2020: $39,858Liabilities 2020: $02020Assets 2021: $33,230Net Assets 2021: $33,2302021Assets 2022: $24,788Net Assets 2022: $24,7882022Assets 2023: $20,660Net Assets 2023: $20,6602023Assets 2024: $33,123Net Assets 2024: $33,1232024Assets 2025: $28,111Net Assets 2025: $28,1112025

Highlighted filing

2014

Assets$12,612
Liabilities$0
Net Assets$12,612
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $70,9582010Expenses 2011: $69,1362011Expenses 2012: $71,7092012Expenses 2013: $36,5442013Revenue 2014: $54,493Expenses 2014: $58,711Net Income 2014: -$4,2182014Revenue 2015: $51,835Expenses 2015: $41,896Net Income 2015: $9,9392015Revenue 2016: $59,104Expenses 2016: $65,401Net Income 2016: -$6,2972016Revenue 2017: $101,115Expenses 2017: $107,406Net Income 2017: -$6,2912017Revenue 2018: $55,538Expenses 2018: $46,741Net Income 2018: $8,7972018Revenue 2019: $57,976Expenses 2019: $51,531Net Income 2019: $6,4452019Revenue 2020: $61,525Expenses 2020: $47,582Net Income 2020: $13,9432020Revenue 2021: $42,525Expenses 2021: $49,154Net Income 2021: -$6,6292021Revenue 2022: $69,270Expenses 2022: $77,712Net Income 2022: -$8,4422022Revenue 2023: $91,830Expenses 2023: $95,958Net Income 2023: -$4,1282023Revenue 2024: $75,907Expenses 2024: $63,444Net Income 2024: $12,4632024Revenue 2025: $72,280Expenses 2025: $77,292Net Income 2025: -$5,0122025

Highlighted filing

2014

Revenue$54,493
Expenses$58,711
Net Income-$4,218
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 30, 2014
Return Version
2013v3.1
Gross Receipts
$54,493
Mission and Program Overview

Mission

Education Charitable

To promote the welfare of children and youth in home, school and community; and to bring closer relation between parents and teachers so that they may cooperate intelligently and informatively in the education and welfare of the children and youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$16,830$12,612▼ $4,218
Rtn Earn Endowment Incm Other Fnds$16,830$12,612▼ $4,218
Total Assets$16,830$12,612▼ $4,218
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,830$12,612▼ $4,218
Total Liabilities and Net Assets / Fund Balance$16,830$12,612▼ $4,218

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$160$160
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Marianne SelfPresident
Gina BusbyCorresponding Secretary
Cami MullenDividend Coord/room Rep
Rebecca StauntonFirst VP
Tamra WhiteHealth & Safety
Kristin StewartHospitality
Tina EvevardLegislative
Rebecca BrancatoMembership
Dr Analynn JonesPrincipal
Bethany ConnellRecording Secretary
Nikki RobertsReflections/cult Arts
Laurie MaichelSecond VP/fundraising
Sue GuzzonTeacher Representative
Valerie EllisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,493
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$470
Change in Net Assets
$-4,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,711
Total Fundraising Expense$11,979
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$33,832$4,557$11,979$50,368
Other Expenses$3,760$0$0$3,760
Conferences and Meetings$0$624$0$624
Office Expenses$0$450$0$450
Insurance$0$385$0$385
Fees for Services Accounting$0$375$0$375
Total Functional Expenses$40,325$6,407$11,979$58,711
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
No
Annual disclosure for covered persons
Yes
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
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
Filing and Contact Details

Filer

EIN
59-3377205
Phone
4073204650

Signing Officer

Name
Valerie Ellis
Title
Treasurer
Phone
4073204650
Signed
2014-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Ellis
Formed
2006
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
100

Preparer

Preparer
Ninsavang Yap
Phone
3216964994
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“All meetings held are documented in the minutes.”

Pt VI, Line 8B

“All meetings held are documented in the munites entailing”

Pt VI, Line 8B

“ALL MATTERS DISCUSSED.”

Pt VI, Line 12C

“All scope of written policy (including conflict of interest)”

Pt VI, Line 12C

“Is being discussed, reviewed and enforced during board meetings.”

Pt VI, Line 11B

“Copy of form 990 has been distributed to all board members for”

Pt VI, Line 11B

“Review and approval prior to signing and filing the return.”

Pt VI, Line 19

“Organization's financial statements; form 990; financial review;”

Pt VI, Line 19

“Policy, by-laws, and governing documents are made available to the”

Pt VI, Line 19

“Public upon request via electronic or postal communications.”

Form 990, Part IX, Line 24F

“Basket bonanza exp 2332. 2332. 0. 0. Book fair 297. 297. 0. 0. Box tops for education 72. 0. 72. 0. Enjoy the city/tumbler exp 8208. 0. 0. 8208. Family collection expenses 3771. 0. 0. 3771. Focus for 5th grade celeb 321. 321. 0. 0. Health & safety 2234. 402. 1832. 0. Holiday shoppe 8909. 8909. 0. 0. Hospitality 631. 631. 0. 0. Meat the teacher day 300. 300. 0. 0. Misc program expenses 2737. 2737. 0. 0. Mother's day cake exp 1326. 1326. 0. 0. Printing & publications 2426. 0. 2426. 0. School dept”

Raw XML AppendixShowing 400 of 408 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VP/FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5CORRESPONDING SECRETARY
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IRS990/ReconcilationRevenueExpnssAmt0-4218
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RevenueAmt018194
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016830
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012612
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09307
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0300977
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0310284
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054493
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074075
IRS990ScheduleA/Total509Grp/TotalAmt0310284
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0310284
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0160
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0160
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEETINGS HELD ARE DOCUMENTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEETINGS HELD ARE DOCUMENTED IN THE MUNITES ENTAILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MATTERS DISCUSSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SCOPE OF WRITTEN POLICY (INCLUDING CONFLICT OF INTEREST)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IS BEING DISCUSSED, REVIEWED AND ENFORCED DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPY OF FORM 990 HAS BEEN DISTRIBUTED TO ALL BOARD MEMBERS FOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REVIEW AND APPROVAL PRIOR TO SIGNING AND FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ORGANIZATION'S FINANCIAL STATEMENTS; FORM 990; FINANCIAL REVIEW;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8POLICY, BY-LAWS, AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PUBLIC UPON REQUEST VIA ELECTRONIC OR POSTAL COMMUNICATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BASKET BONANZA EXP 2332. 2332. 0. 0. BOOK FAIR 297. 297. 0. 0. BOX TOPS FOR EDUCATION 72. 0. 72. 0. ENJOY THE CITY/TUMBLER EXP 8208. 0. 0. 8208. FAMILY COLLECTION EXPENSES 3771. 0. 0. 3771. FOCUS FOR 5TH GRADE CELEB 321. 321. 0. 0. HEALTH & SAFETY 2234. 402. 1832. 0. HOLIDAY SHOPPE 8909. 8909. 0. 0. HOSPITALITY 631. 631. 0. 0. MEAT THE TEACHER DAY 300. 300. 0. 0. MISC PROGRAM EXPENSES 2737. 2737. 0. 0. MOTHER'S DAY CAKE EXP 1326. 1326. 0. 0. PRINTING & PUBLICATIONS 2426. 0. 2426. 0. SCHOOL DEPT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06407
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040325
IRS990/TotalFunctionalExpensesGrp/TotalAmt058711
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016830
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012612
IRS990/TotalProgramServiceExpensesAmt040325
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054493
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016830
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012612
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10c/o 3200 LOCKWOOD BLVD
IRS990/USAddress/City0OVIEDO
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode032765
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0www.carillonpta.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE ELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04073204650
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARILLON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0593377205
ReturnHeader/Filer/PhoneNum04073204650
ReturnHeader/Filer/USAddress/AddressLine103200 LOCKWOOD BLVD
ReturnHeader/Filer/USAddress/City0OVIEDO
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032765
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Ninsavang Yap
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103433 Sterling Lake Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Oviedo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0327655168
ReturnHeader/PreparerPersonGrp/PhoneNum03216964994

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,612
Liabilities
$0
Net assets
$12,612
Revenue
$54,493
Expenses
$58,711
Net income
-$4,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.72$0.77$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.76$0.63$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.92$0.96$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.69$0.78$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.43$0.49$0.07
2020Summary only. Only limited summary data is available for this year.$0.40$0.00$0.62$0.48$0.14
2019Summary only. Only limited summary data is available for this year.$0.26$0.00$0.58$0.52$0.06
2018Summary only. Only limited summary data is available for this year.$0.19$0.00$0.56$0.47$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.01$1.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.59$0.65$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.52$0.42$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.54$0.59$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.71