Civic Intelligence

Pi Beta Phi Fraternity California Theta

990EZ • Fiscal year 2018 • EIN 68-0043217

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

445 Russell BlvdDavis, CA 95616-3527

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

66th percentile

0.03x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

4.0%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)7 • <$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

52nd percentile

1.8%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

23%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$156,904

Up $2,776 (+1.8%) from 2017

Net Assets

Up

$152,263

Up $7,362 (+5.1%) from 2017

Liabilities

Down

$4,641

Down $4,586 (-50%) from 2017

Revenue

Up

$182,291

Up $34,474 (+23%) from 2017

Expenses

Up

$174,929

Up $40,354 (+30%) from 2017

Net Income

Down

$7,362

Down $5,880 (-44%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $99,810Liabilities 2011: $13,964Net Assets 2011: $85,8462011Assets 2012: $119,054Liabilities 2012: $0Net Assets 2012: $119,0542012Assets 2013: $111,082Liabilities 2013: $0Net Assets 2013: $111,0822013Assets 2014: $113,758Liabilities 2014: $0Net Assets 2014: $113,7582014Assets 2015: $105,800Liabilities 2015: $0Net Assets 2015: $105,8002015Assets 2016: $136,798Liabilities 2016: $5,139Net Assets 2016: $131,6592016Assets 2017: $154,128Liabilities 2017: $9,227Net Assets 2017: $144,9012017Assets 2018: $156,904Liabilities 2018: $4,641Net Assets 2018: $152,2632018Assets 2019: $140,145Liabilities 2019: $5,035Net Assets 2019: $135,1102019Assets 2020: $147,815Liabilities 2020: $13,540Net Assets 2020: $134,2752020Assets 2021: $96,034Liabilities 2021: $0Net Assets 2021: $96,0342021Assets 2022: $107,987Liabilities 2022: $12,775Net Assets 2022: $95,2122022Assets 2023: $91,951Liabilities 2023: $12,764Net Assets 2023: $79,1872023Assets 2024: $113,684Liabilities 2024: $315Net Assets 2024: $113,3692024

Highlighted filing

2018

Assets$156,904
Liabilities$4,641
Net Assets$152,263

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $223,460Expenses 2011: $217,750Net Income 2011: $5,7102011Revenue 2012: $141,714Expenses 2012: $108,506Net Income 2012: $33,2082012Revenue 2013: $126,291Expenses 2013: $134,263Net Income 2013: -$7,9722013Revenue 2014: $123,927Expenses 2014: $121,251Net Income 2014: $2,6762014Revenue 2015: $134,499Expenses 2015: $142,457Net Income 2015: -$7,9582015Revenue 2016: $142,397Expenses 2016: $116,538Net Income 2016: $25,8592016Revenue 2017: $147,817Expenses 2017: $134,575Net Income 2017: $13,2422017Revenue 2018: $182,291Expenses 2018: $174,929Net Income 2018: $7,3622018Revenue 2019: $129,679Expenses 2019: $146,832Net Income 2019: -$17,1532019Revenue 2020: $76,103Expenses 2020: $76,938Net Income 2020: -$8352020Revenue 2021: $94,871Expenses 2021: $133,112Net Income 2021: -$38,2412021Revenue 2022: $209,296Expenses 2022: $210,118Net Income 2022: -$8222022Revenue 2023: $164,136Expenses 2023: $180,161Net Income 2023: -$16,0252023Revenue 2024: $206,243Expenses 2024: $172,061Net Income 2024: $34,1822024

Highlighted filing

2018

Revenue$182,291
Expenses$174,929
Net Income$7,362
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$199,144
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
see schedule o--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angelica Smullin 2017Chapter PresidentPT$0--
Megan Reali 2017VP Member DevelopmentPT$0--
Olivia Powell 2017VP Fraternity DevelopmentPT$0--
Camille Kafesjian 2017VP FinancePT$0--
Lindsey Marent 2017VP MembershipPT$0--
Phoebe King 2017VP AdministrationPT$0--
Madeline Mendler 2017VP PhilanthropyPT$0--
Madeleine Guidoux 2017VP CommunicationsPT$0--
Maddy Flesner 2017VP Event PlanningPT$0--
Camille Riggs 2017VP HousingPT$0--
Madeleine Guidoux 2018Chapter PresidentPT$0--
Melissa Spinali 2018VP Member DevelopmentPT$0--
Olivia Blair 2018VP Fraternity DevelopmentPT$0--
Nikki Moyer 2018VP FinancePT$0--
Victoria Boyd 2018VP MembershipPT$0--
Sina Rafizadeh 2018VP AdministrationPT$0--
Emma Samson 2018VP PhilanthropyPT$0--
Lilia Mourier 2018VP CommunicationsPT$0--
Hadley Roberts-Donnelly 2018VP Event PlanningPT$0--
Erika Silvers 2018VP HousingPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arrowjam$27,197$21,989$9,213$12,776
Total Events$27,197$21,989$15,787$6,202
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California Theta
EIN
68-0043217
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
445 RUSSELL BLVD, DAVIS, CA 95616-3527

Signing Officer

Name
Katrina Smullin
Title
VP of Finance
Phone
6362560680
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

Part I, Line 10:

Activity Classification: Charitable Grantee Name: Pi Beta Phi Foundation Address: 1154 Town & Country Commons Drive, Town & Country, MO 63017 Amount Given: $14,716 Activity Classification: Charitable Grantee Name: Contributions to Charitable Organizations Less Than $5,000 Amount Given: $300

Form 990-EZ, Part III, Primary exempt purpose:

To mutually encourage and assist members in social, mental, and moral advancement.

Form 990-EZ, Part III, Line 28, Program Service Accomplishments:

The California Theta Chapter of Pi Beta Phi Fraternity is a membership organization supported by dues, fees, charges, or other funds paid by its members and provides goods, facilities, and services to members while assisting students in improving various educational and leadership skills by supporting philanthropic and community service projects. During the current fiscal year, the chapter served approximately 125 members.

Form 990-EZ, Part V,

Information regarding personal benefit contracts: The organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:869

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:5020

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:7450

Form 990EZ Part I Line 16

Description:COMPOSITE Amount:4490

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:2017

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:31535

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1307

Form 990EZ Part I Line 16

Description:GIFTS Amount:945

Form 990EZ Part I Line 16

Description:INSURANCE Amount:4495

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:12112

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:6810

Form 990EZ Part I Line 16

Description:SUPPLIES Amount:347

Form 990EZ Part I Line 16

Description:INFORMATION TECHNOLOGY Amount:5790

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS PAYABLE BOY Amount:9110 EOY Amount:4469

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:117 EOY Amount:112

Form 990EZ Part II Line 26

Description:SECURITY DEPOSITS BOY Amount:EOY Amount:60

Raw XML Appendix293 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Megan Reali 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Olivia Powell 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Camille Kafesjian 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lindsey Marent 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Phoebe King 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Madeline Mendler 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Madeleine Guidoux 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Maddy Flesner 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Camille Riggs 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Madeleine Guidoux 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Melissa Spinali 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Olivia Blair 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Nikki Moyer 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Victoria Boyd 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Sina Rafizadeh 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Emma Samson 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Lilia Mourier 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Hadley Roberts-Donnelly 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Erika Silvers 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chapter President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Philanthropy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Event Planning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP Housing
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Philanthropy
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18VP Event Planning
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Charitable Grantee Name: Pi Beta Phi Foundation Address: 1154 Town & Country Commons Drive, Town & Country, MO 63017 Amount Given: $14,716 Activity Classification: Charitable Grantee Name: Contributions to Charitable Organizations Less Than $5,000 Amount Given: $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The California Theta Chapter of Pi Beta Phi Fraternity is a membership organization supported by dues, fees, charges, or other funds paid by its members and provides goods, facilities, and services to members while assisting students in improving various educational and leadership skills by supporting philanthropic and community service projects. During the current fiscal year, the chapter served approximately 125 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information regarding personal benefit contracts: The organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:BANK CHARGES Amount:869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:5020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:7450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE Amount:4490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:2017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:31535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FRATERNITY OFFICER VISIT Amount:1307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:GIFTS Amount:945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:INSURANCE Amount:4495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:RECRUITMENT Amount:12112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:SPECIAL ASSESSMENTS Amount:6810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:SUPPLIES Amount:347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:INFORMATION TECHNOLOGY Amount:5790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:CONTRIBUTIONS PAYABLE BOY Amount:9110 EOY Amount:4469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:DUE TO MEMBERS BOY Amount:117 EOY Amount:112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:SECURITY DEPOSITS BOY Amount:EOY Amount:60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Primary exempt purpose:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 28, Program Service Accomplishments:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part V,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART II LINE 26
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATRINA SMULLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CALIFORNIA THETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0680043217
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 RUSSELL BLVD
ReturnHeader/Filer/USAddress/CityNm0DAVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0956163527
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId083E9DD87C16A873E83CBA0B4F89DD8E2EEF0F36C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09EB42F3BC7C2CC3FBB991F8E4DE589016E403879
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043992620191335000014
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.80.15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02019-05-13T13:17:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.13$2.06$1.72$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.13$0.79$1.64$1.80$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.13$0.95$2.09$2.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.95$1.33$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.14$1.34$0.76$0.77$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.05$1.35$1.30$1.47$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.05$1.52$1.82$1.75$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.09$1.45$1.48$1.35$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.05$1.32$1.42$1.17$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.34$1.42$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.24$1.21$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$1.26$1.34$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$1.42$1.09$0.33
2011Summary only. Only limited summary data is available for this year.$1.00$0.14$0.86$2.23$2.18$0.06