Civic Intelligence

St. Augustine Academy Inc.

990 • Fiscal year 2020 • EIN 73-1538893

Jun 01, 2019 to May 31, 2020 • Filed on Oct 14, 2020

6310 East 30th StreetTulsa, OK 74114

(918) 832-4600

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.06x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.74x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

43rd percentile

2.2%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

66th percentile

15%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

2.2%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,104,264

Up $140,855 (+15%) from 2019

Net Assets

Up

-$67,342

Up $72,463 (+52%) from 2019

Liabilities

Up

$1,171,606

Up $68,392 (+6.2%) from 2019

Revenue

Up

$1,587,107

Up $34,781 (+2.2%) from 2019

Expenses

Down

$1,552,236

Down $10,201 (-0.7%) from 2019

Net Income

Up

$34,871

Up $44,982 (+445%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $1,131,010Liabilities 2010: $1,188,549Net Assets 2010: -$57,5392010Assets 2011: $1,126,712Liabilities 2011: $1,154,823Net Assets 2011: -$28,1112011Assets 2012: $1,168,034Liabilities 2012: $1,174,686Net Assets 2012: -$6,6522012Assets 2013: $1,131,367Liabilities 2013: $1,167,812Net Assets 2013: -$36,4452013Assets 2014: $1,100,148Liabilities 2014: $1,162,388Net Assets 2014: -$62,2402014Assets 2015: $1,108,754Liabilities 2015: $1,175,101Net Assets 2015: -$66,3472015Assets 2016: $1,089,638Liabilities 2016: $1,137,278Net Assets 2016: -$47,6402016Assets 2017: $1,019,690Liabilities 2017: $1,083,963Net Assets 2017: -$64,2732017Assets 2018: $955,013Liabilities 2018: $1,092,369Net Assets 2018: -$137,3562018Assets 2019: $963,409Liabilities 2019: $1,103,214Net Assets 2019: -$139,8052019Assets 2020: $1,104,264Liabilities 2020: $1,171,606Net Assets 2020: -$67,3422020Assets 2021: $834,276Liabilities 2021: $315,575Net Assets 2021: $518,7012021Assets 2022: $1,019,009Liabilities 2022: $92,541Net Assets 2022: $926,4682022Assets 2023: $998,342Liabilities 2023: $60,839Net Assets 2023: $937,5032023Assets 2024: $838,279Liabilities 2024: $71,114Net Assets 2024: $767,1652024Assets 2025: $796,190Liabilities 2025: $295,739Net Assets 2025: $500,4512025

Highlighted filing

2020

Assets$1,104,264
Liabilities$1,171,606
Net Assets-$67,342

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,047,9552010Expenses 2011: $928,7882011Expenses 2012: $1,086,8822012Expenses 2013: $1,161,0512013Revenue 2014: $1,278,911Expenses 2014: $1,299,177Net Income 2014: -$20,2662014Revenue 2015: $1,349,748Expenses 2015: $1,353,855Net Income 2015: -$4,1072015Revenue 2016: $1,387,568Expenses 2016: $1,368,861Net Income 2016: $18,7072016Revenue 2017: $1,381,043Expenses 2017: $1,397,674Net Income 2017: -$16,6312017Revenue 2018: $1,332,685Expenses 2018: $1,425,399Net Income 2018: -$92,7142018Revenue 2019: $1,552,326Expenses 2019: $1,562,437Net Income 2019: -$10,1112019Revenue 2020: $1,587,107Expenses 2020: $1,552,236Net Income 2020: $34,8712020Revenue 2021: $2,052,623Expenses 2021: $1,468,797Net Income 2021: $583,8262021Revenue 2022: $1,988,135Expenses 2022: $1,578,843Net Income 2022: $409,2922022Revenue 2023: $1,964,141Expenses 2023: $1,953,107Net Income 2023: $11,0342023Revenue 2024: $1,551,691Expenses 2024: $1,728,733Net Income 2024: -$177,0422024Revenue 2025: $1,482,645Expenses 2025: $1,686,969Net Income 2025: -$204,3242025

Highlighted filing

2020

Revenue$1,587,107
Expenses$1,552,236
Net Income$34,871
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 14, 2020
Return Version
2019v5.1
Gross Receipts
$1,587,107
Mission and Program Overview

Mission

The academy is a school serving students Kindergarten through twelfth grade living in the Tulsa metropolitan area. It is a private Christian classical college preparatory school with no church affiliation receiving no financial support from any denomination.

The academy is a school serving students Kindergarten through twelfth grade living in the Tulsa metropolitan area. It is a private, Christian classical college preparatory school with no church affiliation, receiving no financial support from any denomination.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$812,807$781,600▼ $31,207
Cash and Non-Interest-Bearing Accounts$41,568$110,641▲ $69,073
Savings and Temporary Cash Investments$2,907$107,866▲ $104,959
Accounts Receivable$99,251$102,043▲ $2,792
Prepaid Expenses and Deferred Charges$6,876$2,114▼ $4,762
Rtn Earn Endowment Incm Other Fnds$-139,805$-67,342▲ $72,463
Total Assets$963,409$1,104,264▲ $140,855
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,004,368$971,102▼ $33,266
Grants Payable-$154,600-
Accounts Payable and Accrued Expenses$77,106$37,465▼ $39,641
Deferred Revenue$21,740$8,439▼ $13,301
Total Liabilities$1,103,214$1,171,606▲ $68,392
Net Assets / Fund Balance
Total Net Assets Fund Balance$-139,805$-67,342▲ $72,463
Total Liabilities and Net Assets / Fund Balance$963,409$1,104,264▲ $140,855

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$564,151$398,998-
Other Land Buildings$0$31,195-
Land$107,017--
Equipment$4,839$176,625-
Leasehold Improvements$105,593$84,333-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Aaron PayneCo-Chairman
Travis WinsbyCo-Chairman
Bill DavisBoard member
Chris AutreyBoard member
Jacque SchollBoard member
Kevin RowlandBoard member
Nikki BellBoard member
Sandra MasseySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$271,023
Program Service Revenue
$1,315,830
Investment Income
$254
Other Revenue
$0
All Other Contributions
$213,421
Change in Net Assets
$34,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$833,772
Other Expenses$384,778
Grants and Similar Amounts Paid$333,686
Total Fundraising Expense$4,609
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$591,803$163,745$0$755,548
Grants to Domestic Orgs$333,686--$333,686
Occupancy$12,314$46,321$0$58,635
Payroll Taxes$47,735$10,379$0$58,114
Depreciation Depletion$9,741$36,646$0$46,387
Office Expenses$7,084$29,633$0$36,717
Interest$24,453$0$0$24,453
Insurance$23,254$0$0$23,254
Other Employee Benefits$4,223$15,887$0$20,110
Advertising$0$14,708$0$14,708
All Other Expenses$10,290$0$0$10,290
Fees for Services Accounting$2,007$7,549$0$9,556
Information Technology$1,869$7,032$0$8,901
Conferences and Meetings$0$6,180$0$6,180
Other Expenses$67$253$0$320
Total Functional Expenses$1,196,374$351,253$4,609$1,552,236
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Call to arms$71,663$71,663-$71,663
Spring Fundraiser$5,910$5,910$4,609$1,301
Total Events$77,573$77,573$4,609$72,964
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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
Filing and Contact Details

Filer

Filer Name
St Augustine Academy Inc
EIN
73-1538893
Phone
9188324600
Address
6310 East 30th Street, Tulsa, OK 74114

Signing Officer

Name
John Ahrens
Title
Administrator
Phone
9188324600
Signed
2020-10-14
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
8
Employees
44
Volunteers
40

Preparer

Firm
Lana S Ortwein CPA PLLC
Address
5516 E 113th St, Tulsa, OK 74137
Preparer
Lana S Ortwein
Phone
9188452995
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

The organization makes its governing documents, conflict of interests policies and financial statements available to the public upon request.

Pt VI, Line 11B

The academy makes every effort to make available upon request the annual form 990 as well as the audited financial statements of the organization.

Pt XI

Change in temporarily restricted assets.

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IRS990/OtherExpensesGrp/TotalAmt016354
IRS990/OtherExpensesGrp/TotalAmt1105009
IRS990/OtherExpensesGrp/TotalAmt224014
IRS990/OtherExpensesGrp/TotalAmt3320
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0163745
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0591803
IRS990/OtherSalariesAndWagesGrp/TotalAmt0755548
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010379
IRS990/PayrollTaxesGrp/ProgramServicesAmt047735
IRS990/PayrollTaxesGrp/TotalAmt058114
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06876
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02114
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0John Ahrens
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition fees related
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01315830
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0239966
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0298809
IRS990/PYInvestmentIncomeAmt082
IRS990/PYOtherExpensesAmt0393827
IRS990/PYProgramServiceRevenueAmt01312278
IRS990/PYRevenuesLessExpensesAmt0-10111
IRS990/PYSalariesCompEmpBnftPaidAmt0869801
IRS990/PYTotalExpensesAmt01562437
IRS990/PYTotalRevenueAmt01552326
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt034871
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01315830
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-139805
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-67342
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02907
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0107866
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0564151
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0398998
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0963149
IRS990ScheduleD/EquipmentGrp/BookValueAmt04839
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0176625
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0181464
IRS990ScheduleD/LandGrp/BookValueAmt0107017
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0107017
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0105593
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt084333
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0189926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031195
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt031195
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0781600
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04609
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Call to arms
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt071663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt071663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077573
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072964
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04609
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship & tuition assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0333686
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0tuition reduction/waiver
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt069
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The school maintains applications and a strict scholarship process for the awarding of both academic and need based aid.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization makes its governing documents, conflict of interests policies and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The academy makes every effort to make available upon request the annual form 990 as well as the audited financial statements of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Change in temporarily restricted assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0963409
IRS990/TotalAssetsEOYAmt01104264
IRS990/TotalAssetsGrp/BOYAmt0963409
IRS990/TotalAssetsGrp/EOYAmt01104264
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0271023
IRS990/TotalEmployeeCnt044
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04609
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0351253
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01196374
IRS990/TotalFunctionalExpensesGrp/TotalAmt01552236
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01103214
IRS990/TotalLiabilitiesEOYAmt01171606
IRS990/TotalLiabilitiesGrp/BOYAmt01103214
IRS990/TotalLiabilitiesGrp/EOYAmt01171606
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-139805
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-67342
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01196374
IRS990/TotalProgramServiceRevenueAmt01315830

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.30$0.50$1.48$1.69$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.07$0.77$1.55$1.73$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.06$0.94$1.96$1.95$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.09$0.93$1.99$1.58$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.32$0.52$2.05$1.47$0.58
2020Detailed filing. Detailed filing data is available for this year.$1.10$1.17$0.07$1.59$1.55$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$1.10$0.14$1.55$1.56$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$1.09$0.14$1.33$1.43$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.08$0.06$1.38$1.40$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.14$0.05$1.39$1.37$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.11$1.18$0.07$1.35$1.35$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.10$1.16$0.06$1.28$1.30$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.17$0.04$1.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.17$0.01$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.15$0.03$0.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.19$0.06$1.05