Civic Intelligence

Uab Educational Foundation

990 • Fiscal year 2014 • EIN 63-6155094

Oct 01, 2013 to Sep 30, 2014 • Filed on Apr 13, 2015

Organization Profilewww.uab.edu/educationalfoundation
1717 11th Avenue South S103A35205

(205) 934-2448

Siviq Scores

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

Liabilities / Assets

48th percentile

0.29x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

1.85x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

5th percentile

-31%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

91st percentile

$1,125,210

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

10th percentile

-5.0%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

1.5%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$53,861,467

Down $2,835,253 (-5.0%) from 2013

Net Assets

Down

$38,231,660

Down $1,853,225 (-4.6%) from 2013

Liabilities

Down

$15,629,807

Down $982,028 (-5.9%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin5th percentile

Revenue

$8,454,342

No earlier filing loaded for comparison.

Expenses

Up

$11,046,307

Up $2,136,063 (+24%) from 2013

Net Income

-$2,591,965

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60M$40M$20M$0Assets 2011: $51,471,997Liabilities 2011: $16,644,997Net Assets 2011: $34,827,0002011Assets 2012: $56,768,137Liabilities 2012: $16,382,003Net Assets 2012: $40,386,1342012Assets 2013: $56,696,720Liabilities 2013: $16,611,835Net Assets 2013: $40,084,8852013Assets 2014: $53,861,467Liabilities 2014: $15,629,807Net Assets 2014: $38,231,6602014Assets 2015: $54,490,543Liabilities 2015: $15,235,511Net Assets 2015: $39,255,0322015Assets 2016: $55,080,029Liabilities 2016: $14,908,803Net Assets 2016: $40,171,2262016Assets 2017: $53,166,374Liabilities 2017: $14,148,740Net Assets 2017: $39,017,6342017Assets 2018: $53,301,173Liabilities 2018: $13,665,943Net Assets 2018: $39,635,2302018Assets 2019: $51,951,678Liabilities 2019: $13,087,856Net Assets 2019: $38,863,8222019Assets 2020: $54,958,015Liabilities 2020: $12,691,342Net Assets 2020: $42,266,6732020Assets 2021: $50,907,146Liabilities 2021: $12,204,544Net Assets 2021: $38,702,6022021Assets 2022: $49,166,542Liabilities 2022: $11,095,528Net Assets 2022: $38,071,0142022Assets 2023: $50,912,311Liabilities 2023: $10,376,883Net Assets 2023: $40,535,4282023Assets 2024: $57,471,123Liabilities 2024: $9,685,341Net Assets 2024: $47,785,7822024

Highlighted filing

2014

Assets$53,861,467
Liabilities$15,629,807
Net Assets$38,231,660
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,087,964Expenses 2011: $6,989,355Net Income 2011: $1,098,6092011Expenses 2012: $8,586,2762012Expenses 2013: $8,910,2442013Revenue 2014: $8,454,342Expenses 2014: $11,046,307Net Income 2014: -$2,591,9652014Revenue 2015: $6,191,422Expenses 2015: $5,477,910Net Income 2015: $713,5122015Revenue 2016: $9,157,935Expenses 2016: $8,279,418Net Income 2016: $878,5172016Revenue 2017: $8,397,453Expenses 2017: $7,577,134Net Income 2017: $820,3192017Revenue 2018: $8,651,489Expenses 2018: $8,611,284Net Income 2018: $40,2052018Revenue 2019: $10,193,334Expenses 2019: $7,466,784Net Income 2019: $2,726,5502019Revenue 2020: $9,001,813Expenses 2020: $7,168,888Net Income 2020: $1,832,9252020Revenue 2021: $7,438,300Expenses 2021: $5,870,150Net Income 2021: $1,568,1502021Revenue 2022: $9,271,948Expenses 2022: $7,316,218Net Income 2022: $1,955,7302022Revenue 2023: $10,217,144Expenses 2023: $8,756,925Net Income 2023: $1,460,2192023Revenue 2024: $13,410,473Expenses 2024: $8,289,178Net Income 2024: $5,121,2952024

Highlighted filing

2014

Revenue$8,454,342
Expenses$11,046,307
Net Income-$2,591,965
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Apr 13, 2015
Return Version
2013v4.0
Gross Receipts
$8,556,876
Mission and Program Overview

Mission

To support the university of alabama at birmingham in its scientific and educational mission, including managing and disbursing funds, acquiring real property, and providing operational flexibility.

The UAB Educational Foundation exists for the sole purpose of supporting the University of Alabama at Birmingham (UAB) in its scientific and educational mission. This support includes managing and disbursing funds, acquiring real property, and providing general operational flexibility for the benefit of the University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$28,342,432$26,766,843▼ $1,575,589
Investments Other Securities$22,792,980$21,033,351▼ $1,759,629
Cash and Non-Interest-Bearing Accounts$1,795,751$2,477,895▲ $682,144
Other Notes and Loans Receivable, Net$1,499,864$1,419,751▼ $80,113
Investments Program Related$1,081,027$1,114,845▲ $33,818
Savings and Temporary Cash Investments$898,150$529,829▼ $368,321
Accounts Receivable$63,384$302,348▲ $238,964
Prepaid Expenses and Deferred Charges$60,439$60,383▼ $56
Pledges and Grants Receivable$7,000$0▼ $7,000
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$56,696,720$53,861,467▼ $2,835,253
Other Assets Total$155,693$156,222▲ $529
Liabilities
Tax Exempt Bond Liabilities$14,958,700$14,813,600▼ $145,100
Accounts Payable and Accrued Expenses$1,497,442$659,986▼ $837,456
Other Liabilities$155,694$156,221▲ $527
Total Liabilities$16,611,836$15,629,807▼ $982,029
Net Assets / Fund Balance
Unrestricted Net Assets$34,200,540$32,970,322▼ $1,230,218
Temporarily Rstr Net Assets$5,830,346$5,204,966▼ $625,380
Permanently Rstr Net Assets$53,998$56,372▲ $2,374
Total Net Assets Fund Balance$40,084,884$38,231,660▼ $1,853,224
Total Liabilities and Net Assets / Fund Balance$56,696,720$53,861,467▼ $2,835,253

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,256,183$6,350,301$24,606,484
Land$7,432,092-$7,432,092
Leasehold Improvements$1,078,568$571,412$1,649,980
Investment Program Related Org$488,426--
Closely Held Equity Interests$7,060,426--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$604,811-▲ $63,729-$626,418
2012$604,231-▲ $51,652-$604,811
2011$497,656-▲ $108,025-$604,231
2010$498,255$1,024▼ $18-$497,655
2009$463,298-▲ $36,812-$498,255
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodie MoteTreasurerFT$80,148$24,920$105,068
Tonya ZwiebelTreasurerFT$55,391$30,455$85,846
Christopher CliffordExecutive Director-$12,728$22,590$36,451
Linda LucasDirector--$420,160$22,590
C Ray HayesDirector-$12,728$18,000$18,000
Carol Z GarrisonPresident-$18,000$36,451$12,728

Board Members and Trustees

NameTitle
Ray WattsPresident
Richard MargisonVice President
Charles Collat SrDirector
Herman BoldenDirector
Marsha HireDirector
Rebecca ReardonDirector
T Michael GoodrichDirector
Vanessa LeonardDirector
William FernianyDirector
Terri AlexanderSecretary
W John DanielSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,187,559
Program Service Revenue
$4,341,715
Investment Income
$656,146
Other Revenue
$268,922
All Other Contributions
$3,187,559
Change in Net Assets
$-2,591,965

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,454,342
Revenue Not Reported on Form 990
$-830,102
Total Revenue per Audited Statements
$7,624,240
Total Revenue per Form 990
$8,454,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,296,896
Other Expenses$2,227,449
Salaries, Compensation, and Employee Benefits$521,962
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,292,784--$8,292,784
Occupancy$1,047,171$8,654-$1,055,825
Depreciation Depletion$744,013$4,360-$748,373
Other Salaries and Wages$269,277$45,108-$314,385
Current Officers, Directors, Trustees, and Key Employees$44,167$135,767-$179,934
Office Expenses$145,971$21,081-$167,052
Fees for Services Lobbying$118,230--$118,230
Fees for Services Accounting-$56,831-$56,831
Fees for Services Legal$29,500--$29,500
Information Technology-$19,167-$19,167
Payroll Taxes-$19,042-$19,042
Fees for Services Management$14,625--$14,625
Other Employee Benefits-$6,346-$6,346
Grants to Domestic Individuals$4,112--$4,112
Conferences and Meetings-$2,316-$2,316
Pension Plan Contributions-$2,255-$2,255
Other Expenses$126,500$-126,500-$0
Total Functional Expenses$10,836,350$209,957$0$11,046,307

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,046,307
Total Expenses per Audited Statements$9,425,567
Expenses per Audited Statements$9,122,214
Expenses Not Reported on Financial Statements$1,924,093
Other Expense Adjustments$1,924,093
Expenses Not Reported on Form 990$303,353
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
63-6005396-501(c)(3)General support$3,997,712
63-0803491-501(c)(3)General support as member of UA Sys$136,800
26-4629738-501(c)(6)Community support$110,850
63-6001138-501(c)(3)Co-publishing partnership-Magazine$60,000
63-1103036-501(c)(3)Sponorship/ASO Maestro's Ball$42,500
20-0763511-501(c)(3)Community Support$30,500
63-0288846-501(c)(3)Various event sponsorships$16,947
63-1162650-501(c)(3)Sponsor-Bow Up Against Cancer$15,500
13-5613797-501(c)(3)Heart Ball Sponsorship$14,833
26-1909257-501(c)(3)Women's Leadership Conference$10,450
74-2466103-501(c)(3)Institutional Membership$5,890
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
Yes
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CSV of Life Insurance Held for UAB$156,221

Bond Issues

BondIssuerIssuedIssue PricePurpose
A63-10348702014-02-20$14,813,600Parking Deck Financing

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$14,813,600--$29,500

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“The Board does delegate authority to its Executive Committee to perform any routine administrative matters. These actions are subject to the approval of the full Board at its next meeting.”

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“The Foundation adopted new Bylaws at its December, 2014 Board Meeting, which included the following significant changes: -Moved its Fiscal Year End to June 30th, beginning with the period ending June 30, 2015 -Created an Audit Committee of the Board -Reduced the number of Ex Officio Board Members from five to three -Increased the number of Directors from 13 to a maximum of 20”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is prepared by the Treasurer and reviewed by the UABEF's Vice President (also a director) and Associate Vice President, as well as the UAB Associate VP for Financial Affairs. The 990 is also distributed to the the Board of Directors prior to filing.”

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

“The organizations conflict of interest policy covers all officers, directors, or committee members. All covered persons have duty to disclose any actual or possible conflicts, and the full board (minus the interested person) discuss and vote on the transaction giving rise to the potential conflict. In addition to the duty to voluntarily disclose any conflicts, directors and officers are asked annually as part of the Form 990 preparation process to disclose any family or business relationships with other officers, board members or highly compensated independent contractors.”

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

“All UAB Educational Foundation officers and staff are employees of the University of Alabama at Birmingham and are subject to the University's salary guidelines and policies.”

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

“The Foundation makes its Forms 990 and Financial Statements available on its website for the previous 3 years, and all other policies and related documents are available upon request.”

Filing and Contact Details

Filer

EIN
63-6155094
Phone
2059342448

Signing Officer

Name
Jodie Mote
Title
Treasurer
Signed
2015-04-13

Organization Details

Formed
1965
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
6
Employees
0
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Intended uses of endowment funds are for student scholarships (Newsome Fund) and attendance at investment/business related conferences (School of Business Green & Gold Fund Student-Managed Portfolio)”

Part XII, Line 2D: Other expenses and losses per audited F/S

“UAB Diab. Trust Fdn Expenses $303353”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Rental Expenses netted against Rev on FS $1994093 MT-Overhead-Eliminated on FS $-70000”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm2Linda Lucas
IRS990/Form990PartVIISectionAGrp/PersonNm3William Ferniany
IRS990/Form990PartVIISectionAGrp/PersonNm4Vanessa Leonard
IRS990/Form990PartVIISectionAGrp/PersonNm5Charles Collat Sr
IRS990/Form990PartVIISectionAGrp/PersonNm6Herman Bolden
IRS990/Form990PartVIISectionAGrp/PersonNm7T Michael Goodrich
IRS990/Form990PartVIISectionAGrp/PersonNm8C Ray Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm9Marsha Hire
IRS990/Form990PartVIISectionAGrp/PersonNm10Rebecca Reardon
IRS990/Form990PartVIISectionAGrp/PersonNm11Christopher Clifford
IRS990/Form990PartVIISectionAGrp/PersonNm12W John Daniel
IRS990/Form990PartVIISectionAGrp/PersonNm13Terri Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm14Jodie Mote
IRS990/Form990PartVIISectionAGrp/PersonNm15Tonya Zwiebel
IRS990/Form990PartVIISectionAGrp/PersonNm16Carol Z Garrison
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0145971
IRS990/OfficeExpensesGrp/TotalAmt0167052
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt0156222
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06346
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06346
IRS990/OtherExpensesGrp/Desc0Property Taxes
IRS990/OtherExpensesGrp/Desc1Allocation of Mngmt/Accounting
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015530
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-126500
IRS990/OtherExpensesGrp/ProgramServicesAmt0126500
IRS990/OtherExpensesGrp/TotalAmt015530
IRS990/OtherExpensesGrp/TotalAmt10
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IRS990/OtherLiabilitiesGrp/EOYAmt0156221
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02255
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11629
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2746135
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3604825
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2746135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3604825
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$53,861,467
Liabilities
$15,629,807
Net assets
$38,231,660
Revenue
$8,454,342
Expenses
$11,046,307
Net income
-$2,591,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.5$9.69$47.8$13.4$8.29$5.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$10.4$40.5$10.2$8.76$1.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.2$11.1$38.1$9.27$7.32$1.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$12.2$38.7$7.44$5.87$1.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$12.7$42.3$9.00$7.17$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.0$13.1$38.9$10.2$7.47$2.73
2018Summary only. Only limited summary data is available for this year.$53.3$13.7$39.6$8.65$8.61$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.2$14.1$39.0$8.40$7.58$0.82
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.1$14.9$40.2$9.16$8.28$0.88
2015Summary only. Only limited summary data is available for this year.$54.5$15.2$39.3$6.19$5.48$0.71
2014Detailed filing. Detailed filing data is available for this year.$53.9$15.6$38.2$8.45$11.0$2.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.7$16.6$40.1$8.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.8$16.4$40.4$8.59
2011Summary only. Only limited summary data is available for this year.$51.5$16.6$34.8$8.09$6.99$1.10