Civic Intelligence

Arkansas Optometric Association Inc

990 • Fiscal year 2013 • EIN 71-6065975

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

411 S Victory Street Suite 20672201

(501) 661-7675

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Net Margin

59th percentile

5.5%

Higher net margin than 59% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Asset Growth

52nd percentile

4.5%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

60th percentile

6.5%

Faster revenue growth than 60% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Assets

Up

$829,525

Up $35,624 (+4.5%) from 2012

Net Assets

Up

$814,146

Up $35,439 (+4.6%) from 2012

Liabilities

Up

$15,379

Up $185 (+1.2%) from 2012

Revenue

$639,108

No earlier filing loaded for comparison.

Expenses

Down

$603,669

Down $3,041 (-0.5%) from 2012

Net Income

$35,439

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $789,189Liabilities 2011: $10,903Net Assets 2011: $778,2862011Assets 2012: $793,901Liabilities 2012: $15,194Net Assets 2012: $778,7072012Assets 2013: $829,525Liabilities 2013: $15,379Net Assets 2013: $814,1462013Assets 2014: $875,915Liabilities 2014: $16,070Net Assets 2014: $859,8452014Assets 2015: $831,726Liabilities 2015: $16,011Net Assets 2015: $815,7152015Assets 2016: $874,364Liabilities 2016: $16,353Net Assets 2016: $858,0112016Assets 2017: $817,618Liabilities 2017: $16,267Net Assets 2017: $801,3512017Assets 2018: $778,739Liabilities 2018: $16,450Net Assets 2018: $762,2892018Assets 2019: $617,675Liabilities 2019: $16,589Net Assets 2019: $601,0862019Assets 2020: $492,106Liabilities 2020: $17,041Net Assets 2020: $475,0652020Assets 2021: $576,953Liabilities 2021: $17,143Net Assets 2021: $559,8102021Assets 2022: $712,856Liabilities 2022: $18,158Net Assets 2022: $694,6982022Assets 2023: $791,540Liabilities 2023: $19,618Net Assets 2023: $771,9222023Assets 2024: $928,715Liabilities 2024: $16,996Net Assets 2024: $911,7192024

Highlighted filing

2013

Assets$829,525
Liabilities$15,379
Net Assets$814,146

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $563,346Expenses 2011: $512,815Net Income 2011: $50,5312011Expenses 2012: $606,7102012Revenue 2013: $639,108Expenses 2013: $603,669Net Income 2013: $35,4392013Revenue 2014: $721,373Expenses 2014: $675,674Net Income 2014: $45,6992014Revenue 2015: $683,321Expenses 2015: $727,451Net Income 2015: -$44,1302015Revenue 2016: $726,790Expenses 2016: $684,494Net Income 2016: $42,2962016Revenue 2017: $649,155Expenses 2017: $705,815Net Income 2017: -$56,6602017Revenue 2018: $871,689Expenses 2018: $910,751Net Income 2018: -$39,0622018Revenue 2019: $852,403Expenses 2019: $1,013,606Net Income 2019: -$161,2032019Revenue 2020: $743,539Expenses 2020: $869,560Net Income 2020: -$126,0212020Revenue 2021: $809,312Expenses 2021: $724,567Net Income 2021: $84,7452021Revenue 2022: $922,517Expenses 2022: $799,385Net Income 2022: $123,1322022Revenue 2023: $933,195Expenses 2023: $869,873Net Income 2023: $63,3222023Revenue 2024: $675,614Expenses 2024: $606,798Net Income 2024: $68,8162024

Highlighted filing

2013

Revenue$639,108
Expenses$603,669
Net Income$35,439
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$639,108
Mission and Program Overview

Mission

See exempt purpose below.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$649,502$676,247▲ $26,745
Cash and Non-Interest-Bearing Accounts$127,567$137,652▲ $10,085
Investments Program Related$13,062$13,062→ $0
Land, Buildings, and Equipment, Net$3,770$2,564▼ $1,206
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$793,901$829,525▲ $35,624
Other Assets Total-$0-
Liabilities
Escrow Account Liability$13,062$13,062→ $0
Accounts Payable and Accrued Expenses$2,132$2,317▲ $185
Total Liabilities$15,194$15,379▲ $185
Net Assets / Fund Balance
Permanently Rstr Net Assets$754,694$780,462▲ $25,768
Unrestricted Net Assets$24,013$33,684▲ $9,671
Total Net Assets Fund Balance$778,707$814,146▲ $35,439
Total Liabilities and Net Assets / Fund Balance$793,901$829,525▲ $35,624

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,564$11,582$14,146
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Robert FitzhughPresident
Dr Susan DeblackPresident Elect
Dr Sabre WrightVice President
Dr Belinda StarkeyDirector
Dr Bryan ArmstrongDirector
Dr Cf HymanDirector
Dr Dan HennesseyDirector
Dr Jeff NetzelDirector
Dr Matthew JonesDirector
Dr Patricia WestfallImmd Past Presi
Dr Chevron ErgleSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$345,362
Program Service Revenue
$257,110
Investment Income
$27,251
Other Revenue
$9,385
All Other Contributions
$11,570
Change in Net Assets
$35,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$300,813
Salaries, Compensation, and Employee Benefits$121,850
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$181,006--$181,006
Conferences and Meetings$148,825--$148,825
Current Officers, Directors, Trustees, and Key Employees-$72,757-$72,757
Other Salaries and Wages-$32,981-$32,981
Fees for Services Lobbying$31,971--$31,971
Fees for Services Other$24,000--$24,000
Occupancy-$16,706-$16,706
Office Expenses-$15,921-$15,921
Payroll Taxes-$9,257-$9,257
Travel-$8,236-$8,236
Payments to Affiliates-$7,227-$7,227
Information Technology-$7,103-$7,103
Advertising-$5,032-$5,032
Other Employee Benefits-$4,600-$4,600
Fees for Services Accounting-$3,240-$3,240
Insurance-$3,021-$3,021
Pension Plan Contributions-$2,255-$2,255
Other Expenses$1,500$2,060-$1,500
Depreciation Depletion-$1,206-$1,206
Fees for Services Legal-$245-$245
Total Functional Expenses$406,922$196,747$0$603,669
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$31,971
Total Nondeductible Lobbying and Political Cost$31,971
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Governing body review

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Governing body review documents available to public

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Governing body review

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

Governing body review

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

Governing body review

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

Governing body review

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Governing body review

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

Governing body review

Filing and Contact Details

Filer

EIN
71-6065975
Phone
5016617675

Signing Officer

Name
Dr Chevron Ergle
Title
Secretary/treasurer
Signed
2014-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Chevron Ergle
Formed
1964
Legal Domicile
Ar
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Preparer
Roland T Eley Jr CPA
Phone
5012253641
Raw XML AppendixShowing 400 of 455 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/PersonNm2DR SABRE WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm3DR CHEVRON ERGLE
IRS990/Form990PartVIISectionAGrp/PersonNm4DR PATRICIA WESTFALL
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt016706
IRS990/OccupancyGrp/TotalAmt016706
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015921
IRS990/OfficeExpensesGrp/TotalAmt015921
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04600
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04600
IRS990/OtherExpensesGrp/Desc0SPECIAL EDUCATION SEMINARS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP AWARDED
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04900
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12060
IRS990/OtherExpensesGrp/ProgramServicesAmt019620
IRS990/OtherExpensesGrp/ProgramServicesAmt11500
IRS990/OtherExpensesGrp/TotalAmt019620
IRS990/OtherExpensesGrp/TotalAmt14900
IRS990/OtherExpensesGrp/TotalAmt22060
IRS990/OtherExpensesGrp/TotalAmt31500
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032981
IRS990/OtherSalariesAndWagesGrp/TotalAmt032981
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt07227
IRS990/PaymentsToAffiliatesGrp/TotalAmt07227
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09257
IRS990/PayrollTaxesGrp/TotalAmt09257
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02255
IRS990/PensionPlanContributionsGrp/TotalAmt02255
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0754694
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0780462
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DR CHEVRON ERGLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621300
IRS990/ProgramServiceRevenueGrp/BusinessCd1621300
IRS990/ProgramServiceRevenueGrp/BusinessCd2621300
IRS990/ProgramServiceRevenueGrp/Desc0FALL/SPRING CONVENTION
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID CONSULTANT
IRS990/ProgramServiceRevenueGrp/Desc2SPECIAL EDUCATION SEMINAR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0182535
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125700
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt248875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0182535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt248875
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0189190
IRS990/PYContributionsGrantsAmt0307882
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt023427
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0305541
IRS990/PYOtherRevenueAmt011489
IRS990/PYProgramServiceRevenueAmt0264332
IRS990/PYRevenuesLessExpensesAmt0420
IRS990/PYSalariesCompEmpBnftPaidAmt0111979
IRS990/PYTotalExpensesAmt0606710
IRS990/PYTotalRevenueAmt0607130
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt035439
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt09938
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0257110
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt09385
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt09385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt031971
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0133490
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt031971
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt031971
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BeginningBalanceAmt013062
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt013062
IRS990ScheduleD/EndingBalanceAmt013062
IRS990ScheduleD/EquipmentGrp/BookValueAmt02564
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011582
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014146
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02564
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Governing body review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing body review documents available to public
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing body review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing body review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing body review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing body review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Governing body review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Governing body review
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0793901
IRS990/TotalAssetsEOYAmt0829525
IRS990/TotalAssetsGrp/BOYAmt0793901
IRS990/TotalAssetsGrp/EOYAmt0829525
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0345362
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0196747
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0406922
IRS990/TotalFunctionalExpensesGrp/TotalAmt0603669

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$0.68$0.61$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$0.93$0.87$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.02$0.69$0.92$0.80$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.02$0.56$0.81$0.72$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.48$0.74$0.87$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.02$0.60$0.85$1.01$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.87$0.91$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.02$0.80$0.65$0.71$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.86$0.73$0.68$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.82$0.68$0.73$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.02$0.86$0.72$0.68$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.81$0.64$0.60$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.02$0.78$0.61
2011Summary only. Only limited summary data is available for this year.$0.79$0.01$0.78$0.56$0.51$0.05