Civic Intelligence

The Texas State Historical Association

990 • Fiscal year 2019 • EIN 74-6025220

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 13, 2020

Organization ProfileN/A

View Organization Page

3001 Lake Austin BlvdAustin, TX 78703

(512) 471-2600

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.17x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.23x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$55,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,877,333

Up $602,116 (+26%) from 2018

Net Assets

Up

$2,385,796

Up $659,449 (+38%) from 2018

Liabilities

Down

$491,537

Down $57,333 (-10%) from 2018

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin86th percentile

Revenue

Up

$2,166,824

Up $387,444 (+22%) from 2018

Expenses

Down

$1,409,420

Down $790,403 (-36%) from 2018

Net Income

Up

$757,404

Up $1,177,847 (+280%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,179,107Liabilities 2011: $319,063Net Assets 2011: $2,860,0442011Assets 2012: $4,362,746Liabilities 2012: $84,279Net Assets 2012: $4,278,4672012Assets 2013: $4,110,059Liabilities 2013: $106,142Net Assets 2013: $4,003,9172013Assets 2014: $5,325,530Liabilities 2014: $440,476Net Assets 2014: $4,885,0542014Assets 2015: $4,719,943Liabilities 2015: $982,299Net Assets 2015: $3,737,6442015Assets 2016: $3,339,509Liabilities 2016: $590,490Net Assets 2016: $2,749,0192016Assets 2017: $2,817,663Liabilities 2017: $677,085Net Assets 2017: $2,140,5782017Assets 2018: $2,275,217Liabilities 2018: $548,870Net Assets 2018: $1,726,3472018Assets 2019: $2,877,333Liabilities 2019: $491,537Net Assets 2019: $2,385,7962019Assets 2020: $3,131,063Liabilities 2020: $612,124Net Assets 2020: $2,518,9392020Assets 2021: $3,473,325Liabilities 2021: $337,413Net Assets 2021: $3,135,9122021Assets 2022: $2,419,984Liabilities 2022: $433,414Net Assets 2022: $1,986,5702022Assets 2023: $2,689,484Liabilities 2023: $287,606Net Assets 2023: $2,401,8782023Assets 2024: $2,643,603Liabilities 2024: $260,525Net Assets 2024: $2,383,0782024

Highlighted filing

2019

Assets$2,877,333
Liabilities$491,537
Net Assets$2,385,796
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $1,933,4752011Expenses 2012: $1,939,0472012Revenue 2013: $1,515,045Expenses 2013: $1,897,870Net Income 2013: -$382,8252013Revenue 2014: $2,946,540Expenses 2014: $2,092,422Net Income 2014: $854,1182014Revenue 2015: $1,987,763Expenses 2015: $2,954,794Net Income 2015: -$967,0312015Revenue 2016: $1,703,959Expenses 2016: $2,861,964Net Income 2016: -$1,158,0052016Revenue 2017: $2,196,482Expenses 2017: $2,690,694Net Income 2017: -$494,2122017Revenue 2018: $1,779,380Expenses 2018: $2,199,823Net Income 2018: -$420,4432018Revenue 2019: $2,166,824Expenses 2019: $1,409,420Net Income 2019: $757,4042019Revenue 2020: $1,524,927Expenses 2020: $1,570,530Net Income 2020: -$45,6032020Revenue 2021: $1,811,819Expenses 2021: $1,528,567Net Income 2021: $283,2522021Revenue 2022: $1,103,772Expenses 2022: $1,724,467Net Income 2022: -$620,6952022Revenue 2023: $1,905,287Expenses 2023: $1,555,500Net Income 2023: $349,7872023Revenue 2024: $1,815,096Expenses 2024: $2,097,410Net Income 2024: -$282,3142024

Highlighted filing

2019

Revenue$2,166,824
Expenses$1,409,420
Net Income$757,404
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 13, 2020
Return Version
2018v3.1
Gross Receipts
$2,240,138
Mission and Program Overview

Mission

TSHA Publications and Digital Gateway content delivery. Program Summary (See Schedule O for details): Handbook of Texas, Southwest Historical Quarterly, TSHA Press, Texas Almanac, Legacy of Texas Online Store, Digital Gateway, Texas Day by Day Feed.

To foster the appreciation, understanding, and teaching of Texas history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,670,075$1,646,681▼ $23,394
Pledges and Grants Receivable$252,126$721,826▲ $469,700
Savings and Temporary Cash Investments$133,993$319,147▲ $185,154
Inventories for Sale or Use$92,395$62,174▼ $30,221
Land, Buildings, and Equipment, Net$61,336$38,365▼ $22,971
Accounts Receivable$33,427$36,381▲ $2,954
Prepaid Expenses and Deferred Charges$7,089$32,241▲ $25,152
Cash and Non-Interest-Bearing Accounts$24,776$20,518▼ $4,258
Total Assets$2,275,217$2,877,333▲ $602,116
Liabilities
Mortgage Notes Payable Secured by Investment Property$449,965$404,708▼ $45,257
Accounts Payable and Accrued Expenses$98,905$86,829▼ $12,076
Total Liabilities$548,870$491,537▼ $57,333
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,137,509$2,196,289▲ $58,780
Temporarily Rstr Net Assets$1,158,297$1,348,846▲ $190,549
Unrestricted Net Assets$-1,569,459$-1,159,339▲ $410,120
Total Net Assets Fund Balance$1,726,347$2,385,796▲ $659,449
Total Liabilities and Net Assets / Fund Balance$2,275,217$2,877,333▲ $602,116

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,365$112,863$151,228
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,790,589$65,500▲ $25,519$100,000$1,766,677
2017$1,621,449$11,000▲ $173,008$0$1,790,589
2016$2,860,839-▲ $250,276$310,241$1,621,449
2015$3,835,277$651,083▲ $391,863$267,384$2,860,839
2014$4,876,802$293,500▲ $125,055$640,067$3,835,277
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-CEOPT$55,000$55,000

Board Members and Trustees

NameTitle
Paul Mitchell MarksPast President 2016
Sarita A HixonPast President 2017
Emilio ZamoraPresident
Mary Margaret McAllenFirst Vice President
Patrick CoxSecond Vice President
Alan TullyBoard Member
Andrew TorgetBoard Member
Carlos R Hamilton JrBoard Member
H Scott Caven JrBoard Member
Heather WootenBoard Member
Homero S VeraBoard Member
Jessica Brannon-WranoskyBoard Member
Kent HanceBoard Member
Larry KetchersidBoard Member
Nancy Baker JonesBoard Member
Nancy PaupBoard Member
Sean CunninghamBoard Member
Stephanie ColeBoard Member
Ted LusherBoard Member
Trevor Rees-JonesBoard Member
J P BryanHonorary Life Board Member
John W CrainHonorary Life Board Member
Walter L BuengerHonorary Life Board Member
Thomas R PhillipsSecretary
R Lance LolleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,691,515
Program Service Revenue
$145,419
Investment Income
$111,673
Other Revenue
$218,217
All Other Contributions
$1,396,004
Change in Net Assets
$757,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$875,275
Other Expenses$527,857
Total Fundraising Expense$116,388
Professional Fundraising Fees$6,288
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$568,638$56,558$61,534$686,730
Conferences and Meetings$100,833$382$75$101,290
Office Expenses$62,348$2,549$5,367$70,264
Other Employee Benefits$48,548$5,663$10,231$64,442
Payroll Taxes$51,379$5,179$5,272$61,830
Current Officers, Directors, Trustees, and Key Employees$33,000$12,000$15,000$60,000
Fees for Services Other$47,546$0$0$47,546
Other Expenses$44,485$0$0$44,485
Information Technology$26,509$5,143$6,874$38,526
All Other Expenses$25,678$55$332$26,065
Interest$0$25,741$0$25,741
Depreciation Depletion$19,086$1,884$3,399$24,369
Travel$21,577$81$147$21,805
Fees for Services Accounting$0$18,399$0$18,399
Insurance$7,234$714$1,288$9,236
Advertising$8,031$0$106$8,137
Fees for Services Professional Fundraising--$6,288$6,288
Royalties$4,137$0$0$4,137
Pension Plan Contributions$1,416$382$475$2,273
Total Functional Expenses$1,158,302$134,730$116,388$1,409,420
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,059
Professional Fundraising Fees$6,288
Fundraising Direct Expenses$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Meeting Live Auction$22,059$22,059-$22,059
Total Events$22,059$22,059-$22,059
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
No
Annual disclosure for covered persons
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
Filing and Contact Details

Filer

Filer Name
Texas State Historical Association
EIN
74-6025220
Phone
5124712600
Address
3001 Lake Austin Blvd, Austin, TX 78703

Signing Officer

Name
William Ellis
Title
Executive Director
Phone
5124712600
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Ellis
Formed
1897
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
Employees
36
Volunteers
230

Preparer

Firm
Montemayor Britton Bender PC
Address
2525 Wallingwood Drive Bldg 1 Ste 2, Austin, TX 78746
Preparer
Arturo Montemayor III
Phone
5124420380
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Texas state historical association is a membership organization.”

Pt VI, Line 7A

“The membership votes on the board of directors.”

Pt VI, Line 7B

“The membership votes on the board of directors.”

Pt VI, Line 11B

“The form 990 is reviewed by the finance committee prior to the filing of the tax return.”

Pt VI, Line 12C

“The board of directors receives the conflict of interest policy yearly for their review. Board of directors are required to disclose any conflicts. The board reviews conflicts as they arise throughout the year.”

Pt VI, Line 15A

“The compensation for all top positions within the organization require review of comparability data with approval by the executive director.”

Pt VI, Line 15B

“The compensation for all top positions within the organization require review of comparability data with approval by the executive director.”

Form 990, Part III, Line 4D

“Other services provided: the associations other educational services 221529. 0. 0.”

Raw XML AppendixShowing 400 of 714 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/PersonNm1Mary Margaret McAllen
IRS990/Form990PartVIISectionAGrp/PersonNm2Patrick Cox
IRS990/Form990PartVIISectionAGrp/PersonNm3Sarita A Hixon
IRS990/Form990PartVIISectionAGrp/PersonNm4Paul Mitchell Marks
IRS990/Form990PartVIISectionAGrp/PersonNm5Thomas R Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm6R Lance Lolley
IRS990/Form990PartVIISectionAGrp/PersonNm7Jessica Brannon-Wranosky
IRS990/Form990PartVIISectionAGrp/PersonNm8H Scott Caven Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9Stephanie Cole
IRS990/Form990PartVIISectionAGrp/PersonNm10Sean Cunningham
IRS990/Form990PartVIISectionAGrp/PersonNm11Carlos R Hamilton Jr
IRS990/Form990PartVIISectionAGrp/PersonNm12Kent Hance
IRS990/Form990PartVIISectionAGrp/PersonNm13Nancy Baker Jones
IRS990/Form990PartVIISectionAGrp/PersonNm14Larry Ketchersid
IRS990/Form990PartVIISectionAGrp/PersonNm15Ted Lusher
IRS990/Form990PartVIISectionAGrp/PersonNm16Nancy Paup
IRS990/Form990PartVIISectionAGrp/PersonNm17Trevor Rees-Jones
IRS990/Form990PartVIISectionAGrp/PersonNm18Andrew Torget
IRS990/Form990PartVIISectionAGrp/PersonNm19Alan Tully
IRS990/Form990PartVIISectionAGrp/PersonNm20Homero S Vera
IRS990/Form990PartVIISectionAGrp/PersonNm21Heather Wooten
IRS990/Form990PartVIISectionAGrp/PersonNm22John W Crain
IRS990/Form990PartVIISectionAGrp/PersonNm23J P Bryan
IRS990/Form990PartVIISectionAGrp/PersonNm24Walter L Buenger
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1First Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Second Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past President 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past President 2016
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Honorary Life Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt23Honorary Life Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt24Honorary Life Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt25CEO
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IRS990/Form990TFiledInd0true
IRS990/FormationYr01897
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt080725
IRS990/FundraisingDirectExpensesAmt00
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IRS990/GainOrLossGrp/SecuritiesAmt0110687
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossSalesOfInventoryAmt094811
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt026509
IRS990/InformationTechnologyGrp/TotalAmt038526
IRS990/InsuranceGrp/FundraisingAmt01288
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IRS990/InsuranceGrp/TotalAmt09236
IRS990/InterestGrp/FundraisingAmt00
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IRS990/InterestGrp/ProgramServicesAmt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt061336
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014931
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MissionDesc0TSHA FULFILLS ITS MISSION THROUGH CORE PROGRAMS: SOUTHWESTERN HISTORICAL QUARTERLY, HANDBOOK OF TEXAS ONLINE, TEXAS ALMANAC, TSHA PRESS, ANNUAL MEETING, AND NUMEROUS EDUCATION PROGRAMS K THROUGH COLLEGE.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt062348
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt048548
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064442
IRS990/OtherExpensesGrp/Desc0Publication Expenses
IRS990/OtherExpensesGrp/Desc1Electronic Media Services
IRS990/OtherExpensesGrp/Desc2Awards Expense
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt066152
IRS990/OtherExpensesGrp/ProgramServicesAmt121705
IRS990/OtherExpensesGrp/ProgramServicesAmt244485
IRS990/OtherExpensesGrp/TotalAmt066152
IRS990/OtherExpensesGrp/TotalAmt121705
IRS990/OtherExpensesGrp/TotalAmt244485
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Management Income
IRS990/OtherRevenueMiscGrp/Desc1Advertising Income

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,877,333
Liabilities
$491,537
Net assets
$2,385,796
Revenue
$2,166,824
Expenses
$1,409,420
Net income
$757,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.26$2.38$1.82$2.10$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.29$2.40$1.91$1.56$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.43$1.99$1.10$1.72$0.62
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.34$3.14$1.81$1.53$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.61$2.52$1.52$1.57$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.49$2.39$2.17$1.41$0.76
2018Summary only. Only limited summary data is available for this year.$2.28$0.55$1.73$1.78$2.20$0.42
2017Summary only. Only limited summary data is available for this year.$2.82$0.68$2.14$2.20$2.69$0.49
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.59$2.75$1.70$2.86$1.16
2015Detailed filing. Detailed filing data is available for this year.$4.72$0.98$3.74$1.99$2.95$0.97
2014Detailed filing. Detailed filing data is available for this year.$5.33$0.44$4.89$2.95$2.09$0.85
2013Summary only. Only limited summary data is available for this year.$4.11$0.11$4.00$1.52$1.90$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.08$4.28$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.32$2.86$1.93