Civic Intelligence

Marion Charter School Inc.

990 • Fiscal year 2019 • EIN 59-3635759

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 08, 2019

Organization Profilewww.edline.net/pages/marion_charter_school
39 Cedar RoadOcala, FL 34472

(352) 687-2100

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

45th percentile

1.7%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$102,126

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

20th percentile

-4.7%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.8%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,161,071

Down $57,399 (-4.7%) from 2018

Net Assets

Down

$1,142,670

Down $11,203 (-1.0%) from 2018

Liabilities

Down

$18,401

Down $46,196 (-72%) from 2018

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin45th percentile

Revenue

Up

$1,720,366

Up $153,839 (+9.8%) from 2018

Expenses

Up

$1,691,980

Up $15,089 (+0.9%) from 2018

Net Income

Up

$28,386

Up $138,750 (+126%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,106,742Liabilities 2011: $503,800Net Assets 2011: $602,9422011Assets 2012: $890,082Liabilities 2012: $376,346Net Assets 2012: $513,7362012Assets 2013: $893,252Liabilities 2013: $327,442Net Assets 2013: $565,8102013Assets 2014: $1,006,011Liabilities 2014: $281,673Net Assets 2014: $724,3382014Assets 2015: $1,121,703Liabilities 2015: $231,092Net Assets 2015: $890,6112015Assets 2016: $1,243,533Liabilities 2016: $164,881Net Assets 2016: $1,078,6522016Assets 2017: $1,298,848Liabilities 2017: $110,042Net Assets 2017: $1,188,8062017Assets 2018: $1,218,470Liabilities 2018: $64,597Net Assets 2018: $1,153,8732018Assets 2019: $1,161,071Liabilities 2019: $18,401Net Assets 2019: $1,142,6702019Assets 2020: $1,124,430Liabilities 2020: $20,301Net Assets 2020: $1,104,1292020Assets 2021: $1,043,313Liabilities 2021: $23,119Net Assets 2021: $1,020,1942021Assets 2022: $1,274,689Liabilities 2022: $24,863Net Assets 2022: $1,249,8262022Assets 2023: $1,116,687Liabilities 2023: $8,694Net Assets 2023: $1,107,9932023Assets 2024: $2,221,345Liabilities 2024: $17,698Net Assets 2024: $2,203,6472024Assets 2025: $2,415,580Liabilities 2025: $9,443Net Assets 2025: $2,406,1372025

Highlighted filing

2019

Assets$1,161,071
Liabilities$18,401
Net Assets$1,142,670
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,470,7162011Expenses 2012: $1,216,9752012Revenue 2013: $1,146,149Expenses 2013: $1,107,440Net Income 2013: $38,7092013Revenue 2014: $1,362,047Expenses 2014: $1,221,631Net Income 2014: $140,4162014Revenue 2015: $1,395,291Expenses 2015: $1,257,350Net Income 2015: $137,9412015Revenue 2016: $1,525,402Expenses 2016: $1,361,174Net Income 2016: $164,2282016Revenue 2017: $1,601,333Expenses 2017: $1,515,175Net Income 2017: $86,1582017Revenue 2018: $1,566,527Expenses 2018: $1,676,891Net Income 2018: -$110,3642018Revenue 2019: $1,720,366Expenses 2019: $1,691,980Net Income 2019: $28,3862019Revenue 2020: $1,724,144Expenses 2020: $1,700,405Net Income 2020: $23,7392020Revenue 2021: $1,823,085Expenses 2021: $1,817,078Net Income 2021: $6,0072021Revenue 2022: $2,101,362Expenses 2022: $1,839,560Net Income 2022: $261,8022022Revenue 2023: $1,928,212Expenses 2023: $2,026,832Net Income 2023: -$98,6202023Revenue 2024: $3,336,591Expenses 2024: $2,198,093Net Income 2024: $1,138,4982024Revenue 2025: $2,503,031Expenses 2025: $2,277,950Net Income 2025: $225,0812025

Highlighted filing

2019

Revenue$1,720,366
Expenses$1,691,980
Net Income$28,386
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 8, 2019
Return Version
2018v3.1
Gross Receipts
$1,720,366
Mission and Program Overview

Mission

EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$678,203$591,762▼ $86,441
Cash and Non-Interest-Bearing Accounts$537,483$556,186▲ $18,703
Accounts Receivable$0$10,318▲ $10,318
Prepaid Expenses and Deferred Charges$1,184$1,205▲ $21
Total Assets$1,218,470$1,161,071▼ $57,399
Other Assets Total$1,600$1,600→ $0
Liabilities
Unsecured Notes Loans Payable$46,852$0▼ $46,852
Accounts Payable and Accrued Expenses$17,745$18,401▲ $656
Total Liabilities$64,597$18,401▼ $46,196
Net Assets / Fund Balance
Permanently Rstr Net Assets$631,351$591,762▼ $39,589
Unrestricted Net Assets$522,522$550,908▲ $28,386
Total Net Assets Fund Balance$1,153,873$1,142,670▼ $11,203
Total Liabilities and Net Assets / Fund Balance$1,218,470$1,161,071▼ $57,399

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$324,284$434,785-
Other Land Buildings$5,603$14,143-
Land$248,319--
Equipment$13,556$50,986-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle AxsonBoard MemberFT$90,785$11,341$102,126
Kelley SpearsChairman-$3,912-$3,912
Dawn CoquillardBoard Member-$2,009-$2,009

Board Members and Trustees

NameTitle
Rodney PhillipsBoard Member
S WilliamsBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,649,951
Program Service Revenue
$0
Investment Income
$9
Other Revenue
$70,406
All Other Contributions
$1,824
Change in Net Assets
$28,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,720,366
Total Revenue per Audited Statements
$1,720,366
Total Revenue per Form 990
$1,720,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,383,001
Other Expenses$308,979
Total Fundraising Expense$4,930
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$876,902$84,615$0$961,517
Other Employee Benefits$119,831$21,000$0$140,831
Payroll Taxes$80,432$16,213$0$96,645
Current Officers, Directors, Trustees, and Key Employees$0$93,318$0$93,318
Pension Plan Contributions$75,289$15,401$0$90,690
Office Expenses$28,379$25,005$4,930$58,314
Fees for Services Other$28,210$19,332$0$47,542
Other Expenses$0$46,852$0$46,852
Occupancy$0$46,121$0$46,121
Fees for Services Accounting$0$32,588$0$32,588
Insurance$7,842$17,257$0$25,099
Travel$0$1,294$0$1,294
Interest$0$990$0$990
Total Functional Expenses$1,259,874$427,176$4,930$1,691,980

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,777,960
Total Expenses per Form 990$1,691,980
Expenses per Audited Statements$1,638,038
Expenses Not Reported on Form 990$139,922
Expenses Not Reported on Financial Statements$53,942
Other Expense Adjustments$53,942
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
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
Yes
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, Part VI, Line 9

“Kelley spears 1104 se 48th ave ocala fl 34471”

Form 990, Part VI, Line 9

“Rodney phillips 9611 bahia rd ocala fl 34472”

Form 990, Part VI, Line 9

“Michelle axson 2083 nw 57th ct ocala fl 34482”

Form 990, Part VI, Line 9

“Dawn coquillard 2402 se 29th st ocala fl 34471”

Form 990, Part VI, Line 9

“S williams po box 771327 ocala fl 34477”

Filing and Contact Details

Filer

Filer Name
Marion Charter School Inc
EIN
59-3635759
Phone
3526872100
Address
39 CEDAR ROAD, OCALA, FL 34472

Signing Officer

Name
Michelle Axson
Title
Director
Phone
3526872100
Signed
2019-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Axson
Formed
2000
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
33
Volunteers
86

Preparer

Firm
Sharon C Brannan CPA Pa
Address
161 N MAIN STREET, WILLISTON, FL 32696
Preparer
Sharon C Brannan
Phone
3525286558
Supplemental Narrative

Additional Explanations

Pt XI

“Line 9: current year expenditures for capital assets and principal payments are included in expenses but has no effect on net position”

Pt XI

“lINE 9: CURRENT YEAR DEPRECIATION EXP IS NOT INCLUDED IN EXPENSES BUT DOES HAVE IMPACT ON NET POSITION”

Pt VI, Line 11B

“Each voting member of the organization's governing body is given a copy of form 990 prior to its filing with the irs. No review was or will be conducted.”

Pt VI, Line 12C

“All voting board members are instructed that they may not vote on any areas that could benefit them during the annual budget process and each circumstance where a specific contract for a large repair is considered. Board members must disclose if they have any relationship with a contractor being considered.there is also charter school law that prohibits them from hiring family members.”

Pt VI, Line 15A

“For the director the process uses the school district's salary schedule. Because the director's roles have supplemental duties, adjustments are made to the schedule amounts.the board votes on the proposed salaries”

Pt XII, Line 1

“Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting”

Financial Statement Notes

Pt XII, Line 2D

“Governmental funds report capital outlays as expenditures. However in the audited statement of activities, the cost of those assets is depreciated over their useful lives”

Pt XII, Line 2D

“Accounting for the school's participation in the florida retirement system”

Pt XII, Line 4B

“Repayment of principal is an expenditure in the governmental funds, but has no effect on the audited net position”

Pt XII, Line 4B

“Governmental funds report capital outlays as expenditures. However in the audited statement of activities, the cost of those assets is depreciated over their useful lives”

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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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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014143
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GOVERNMENTAL FUNDS REPORT CAPITAL OUTLAYS AS EXPENDITURES. HOWEVER IN THE AUDITED STATEMENT OF ACTIVITIES, THE COST OF THOSE ASSETS IS DEPRECIATED OVER THEIR USEFUL LIVES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING FOR THE SCHOOL'S PARTICIPATION IN THE FLORIDA RETIREMENT SYSTEM
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REPAYMENT OF PRINCIPAL IS AN EXPENDITURE IN THE GOVERNMENTAL FUNDS, BUT HAS NO EFFECT ON THE AUDITED NET POSITION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3GOVERNMENTAL FUNDS REPORT CAPITAL OUTLAYS AS EXPENDITURES. HOWEVER IN THE AUDITED STATEMENT OF ACTIVITIES, THE COST OF THOSE ASSETS IS DEPRECIATED OVER THEIR USEFUL LIVES
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 2d
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XII, Line 4b
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IRS990ScheduleD/TotalExpensesPerForm990Amt01691980
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NORMAL FUNDING FROM THE MARION COUNTY SCHOOL BOARD IS USED TO FUND MOST ACIVITIES OF THE SCHOOL
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE NONDISCRIMINATORY POLICY IS STATED SPECIFICALLY IN THE SCHOOL'S CHARTER AND IN ITS BYLAWS WHICH ARE BOTH AVAILABLE FOR PUBLIC INSPECTION AT THE SCHOOL, AND THE COUNTY SCHOOL BOARD OFFICE. SEE EXPLANATION ON LINE # 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 6b
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 9: CURRENT YEAR EXPENDITURES FOR CAPITAL ASSETS AND PRINCIPAL PAYMENTS ARE INCLUDED IN EXPENSES BUT HAS NO EFFECT ON NET POSITION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1lINE 9: CURRENT YEAR DEPRECIATION EXP IS NOT INCLUDED IN EXPENSES BUT DOES HAVE IMPACT ON NET POSITION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY IS GIVEN A COPY OF FORM 990 PRIOR TO ITS FILING WITH THE IRS. NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL VOTING BOARD MEMBERS ARE INSTRUCTED THAT THEY MAY NOT VOTE ON ANY AREAS THAT COULD BENEFIT THEM DURING THE ANNUAL BUDGET PROCESS AND EACH CIRCUMSTANCE WHERE A SPECIFIC CONTRACT FOR A LARGE REPAIR IS CONSIDERED. BOARD MEMBERS MUST DISCLOSE IF THEY HAVE ANY RELATIONSHIP WITH A CONTRACTOR BEING CONSIDERED.THERE IS ALSO CHARTER SCHOOL LAW THAT PROHIBITS THEM FROM HIRING FAMILY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOR THE DIRECTOR THE PROCESS USES THE SCHOOL DISTRICT'S SALARY SCHEDULE. BECAUSE THE DIRECTOR'S ROLES HAVE SUPPLEMENTAL DUTIES, ADJUSTMENTS ARE MADE TO THE SCHEDULE AMOUNTS.THE BOARD VOTES ON THE PROPOSED SALARIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNMENTAL FUND FINANCIAL STATEMENTS ARE REPORTED USING THE CURRENT FINANCIAL RESOURCES MEASUREMENT FOCUS AND THE MODIFIED ACCRUAL BASIS OF ACCOUNTING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6KELLEY SPEARS 1104 SE 48TH AVE OCALA FL 34471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RODNEY PHILLIPS 9611 BAHIA RD OCALA FL 34472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MICHELLE AXSON 2083 NW 57TH CT OCALA FL 34482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DAWN COQUILLARD 2402 SE 29TH ST OCALA FL 34471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10S WILLIAMS PO BOX 771327 OCALA FL 34477
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XII, Line 1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part VI, Line 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/USAddress/AddressLine1Txt017901 NE 18TH AVE
IRS990/USAddress/CityNm0CITRA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032113
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IRS990/WebsiteAddressTxt0www.edline.net/pages/marion_charter_school
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE AXSON

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,161,071
Liabilities
$18,401
Net assets
$1,142,670
Revenue
$1,720,366
Expenses
$1,691,980
Net income
$28,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.01$2.41$2.50$2.28$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.02$2.20$3.34$2.20$1.14
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.11$1.93$2.03$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.02$1.25$2.10$1.84$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.02$1.02$1.82$1.82$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.10$1.72$1.70$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.02$1.14$1.72$1.69$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.06$1.15$1.57$1.68$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.11$1.19$1.60$1.52$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.16$1.08$1.53$1.36$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.23$0.89$1.40$1.26$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.28$0.72$1.36$1.22$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.33$0.57$1.15$1.11$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.38$0.51$1.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.50$0.60$1.47