Civic Intelligence

Greystone Elementary School PTA

990EZ • Fiscal year 2018 • EIN 63-1145375

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 20, 2018

Organization ProfileN/A
300 Village StreetBirmingham, AL 35242

(205) 439-3200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

7th percentile

-58%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$27,591

Down $22,947 (-45%) from 2017

Net Assets

Down

$27,591

Down $22,947 (-45%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$39,242

Down $5,251 (-12%) from 2017

Expenses

Up

$62,189

Up $39,515 (+174%) from 2017

Net Income

Down

-$22,947

Down $44,766 (-205%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60K$40K$20K$0Assets 2012: $11,451Liabilities 2012: $02012Assets 2013: $12,975Net Assets 2013: $12,9752013Assets 2014: $28,061Net Assets 2014: $28,0612014Assets 2015: $26,617Net Assets 2015: $26,6172015Assets 2016: $28,719Net Assets 2016: $28,7192016Assets 2017: $50,538Net Assets 2017: $50,5382017Assets 2018: $27,591Net Assets 2018: $27,5912018Assets 2019: $22,395Liabilities 2019: $3,730Net Assets 2019: $18,6652019Assets 2020: $25,593Liabilities 2020: $0Net Assets 2020: $25,5932020Assets 2021: $28,683Liabilities 2021: $0Net Assets 2021: $28,6832021Assets 2022: $19,441Liabilities 2022: $1,000Net Assets 2022: $18,4412022Assets 2023: $9,286Liabilities 2023: $0Net Assets 2023: $9,2862023Assets 2024: $7,500Liabilities 2024: $0Net Assets 2024: $7,5002024Assets 2025: $16,043Liabilities 2025: $0Net Assets 2025: $16,0432025

Highlighted filing

2018

Assets$27,591
Liabilities-
Net Assets$27,591
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0-$50KRevenue 2012: $60,128Expenses 2012: $57,995Net Income 2012: $2,1332012Revenue 2013: $68,733Expenses 2013: $67,209Net Income 2013: $1,5242013Revenue 2014: $55,250Expenses 2014: $40,164Net Income 2014: $15,0862014Revenue 2015: $35,995Expenses 2015: $37,439Net Income 2015: -$1,4442015Revenue 2016: $35,155Expenses 2016: $33,053Net Income 2016: $2,1022016Revenue 2017: $44,493Expenses 2017: $22,674Net Income 2017: $21,8192017Revenue 2018: $39,242Expenses 2018: $62,189Net Income 2018: -$22,9472018Revenue 2019: $44,211Expenses 2019: $53,137Net Income 2019: -$8,9262019Revenue 2020: $39,583Expenses 2020: $32,655Net Income 2020: $6,9282020Revenue 2021: $28,865Expenses 2021: $25,775Net Income 2021: $3,0902021Revenue 2022: $65,282Expenses 2022: $75,524Net Income 2022: -$10,2422022Revenue 2023: $44,484Expenses 2023: $53,639Net Income 2023: -$9,1552023Revenue 2024: $39,080Expenses 2024: $40,866Net Income 2024: -$1,7862024Revenue 2025: $46,580Expenses 2025: $38,037Net Income 2025: $8,5432025

Highlighted filing

2018

Revenue$39,242
Expenses$62,189
Net Income-$22,947
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 20, 2018
Return Version
2017v2.3
Gross Receipts
$44,289
Mission and Program Overview

Mission

Educational assistance - pta

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ASSISTS WITH THE NEEDS OF THE SCHOOL, SPECIFICALLY RAISING FUNDS TO BE USED FOR SCHOOL IMPROVEMENTS, EQUIPMENT, AND SUPPLIES$57,105$57,105
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY GREGORYPresident-$0--
TABITHA FRAZIERVP Leadershi-$0--
LAURIE MAJORRec. Sec.-$0--
LISA PIERCECorr. Sec.-$0--
KELLI BUSBYTreasurer-$0--
MICHELLE OLSONV.P. Program-$0--
AMANDA WEINERV.P. Program-$0--
ASHLEY SELLERSV.P. Fin.-$0--
KATIE SPITZERV.P. Fin.-$0--
KAREN GRAHNV.P. Member.-$0--
ASHLEY HIBBARDV.P. Student-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Leave a Legacy$27,875$27,875$500$27,375
T-shirts$6,525$6,525$3,789$2,736
Total Events$34,400$34,400$4,289$30,111
Filing and Contact Details

Filer

Filer Name
Greystone Elementary School Pta
EIN
63-1145375
Phone
2054393200
Address
300 VILLAGE STREET, BIRMINGHAM, AL 35242

Signing Officer

Name
Ashley Gregory
Title
President
Phone
2059425424
Signed
2018-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Kellum Wilson & Associates Pc
Address
3825 LORNA RD STE 212, HOOVER, AL 35244
Preparer
John W Kellum Iii
Phone
2059425424
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 2,148 total 2,148”

Form 990-ez, Part I, Line 10

“Name: greystone elementary school address: 300 village street hoover, al 35242 cash contribution: 57,105”

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 5,084 total 5,084”

Raw XML Appendix188 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02054393200
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050538
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TABITHA FRAZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURIE MAJOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLI BUSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMANDA WEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ASHLEY SELLERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATIE SPITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KAREN GRAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ASHLEY HIBBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP LEADERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2REC. SEC.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORR. SEC.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5V.P. PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6V.P. PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7V.P. FIN.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8V.P. FIN.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9V.P. MEMBER.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10V.P. STUDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05084
IRS990EZ/OtherRevenueTotalAmt02148
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ASSISTANCE - PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ASSISTS WITH THE NEEDS OF THE SCHOOL, SPECIFICALLY RAISING FUNDS TO BE USED FOR SCHOOL IMPROVEMENTS, EQUIPMENT, AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt057105
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05047
IRS990EZ/SpecialEventsNetIncomeLossAmt034321
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062189
IRS990EZ/TotalProgramServiceExpensesAmt057105
IRS990EZ/TotalRevenueAmt039242
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0205971
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0235403
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068915
IRS990ScheduleA/Total509Grp/TotalAmt0235403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068915
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235403
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04289
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LEAVE A LEGACY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0T-SHIRTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030111
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04289
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 2,148 TOTAL 2,148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: GREYSTONE ELEMENTARY SCHOOL ADDRESS: 300 VILLAGE STREET HOOVER, AL 35242 CASH CONTRIBUTION: 57,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADMINISTRATIVE EXPENSES 5,084 TOTAL 5,084
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02059425424
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREYSTONE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0GREY
ReturnHeader/Filer/EIN0631145375
ReturnHeader/Filer/PhoneNum02054393200
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 VILLAGE STREET
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035242
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0352ED5B6C2F610D6537D281742D763CF1E35AC63
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0181629C64D76781937A1C927A575DC120F348063
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.197.27.194
ReturnHeader/FilingSecurityInformation/IPDt02018-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:47:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630190369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLUM WILSON & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03825 LORNA RD STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059425424
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W KELLUM III
ReturnHeader/ReturnTs02018-08-24T08:47:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,591
Liabilities
-
Net assets
$27,591
Revenue
$39,242
Expenses
$62,189
Net income
-$22,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$46.6$38.0$8.54
2024Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$39.1$40.9$1.79
2023Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$44.5$53.6$9.16
2022Detailed filing. Detailed filing data is available for this year.$19.4$1.00$18.4$65.3$75.5$10.2
2021Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$28.9$25.8$3.09
2020Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$39.6$32.7$6.93
2019Detailed filing. Detailed filing data is available for this year.$22.4$3.73$18.7$44.2$53.1$8.93
2018Detailed filing. Detailed filing data is available for this year.$27.6$27.6$39.2$62.2$22.9
2017Detailed filing. Detailed filing data is available for this year.$50.5$50.5$44.5$22.7$21.8
2016Detailed filing. Detailed filing data is available for this year.$28.7$28.7$35.2$33.1$2.10
2015Detailed filing. Detailed filing data is available for this year.$26.6$26.6$36.0$37.4$1.44
2014Detailed filing. Detailed filing data is available for this year.$28.1$28.1$55.3$40.2$15.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$13.0$68.7$67.2$1.52
2012Summary only. Only limited summary data is available for this year.$11.5$0.00$60.1$58.0$2.13