Civic Intelligence

Hudson Valley Sudbury School DBA Zena Democratic

990 • Fiscal year 2018 • EIN 76-0705866

Aug 01, 2017 to Jul 31, 2018 • Filed on Oct 19, 2018

Organization ProfileWWW.SUDBURYSCHOOL.COM
84 Zena RoadKingston, NY 12401

(845) 679-1002

Siviq Scores

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

Liabilities / Assets

95th percentile

1.25x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

3.22x

Higher debt load relative to revenue than 96% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Net Margin

60th percentile

8.1%

Higher net margin than 60% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-0.5%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$1,316,720

Down $794 (-0.1%) from 2017

Net Assets

Up

-$332,568

Up $41,507 (+11%) from 2017

Liabilities

Down

$1,649,288

Down $42,301 (-2.5%) from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin60th percentile

Revenue

Down

$511,900

Down $2,768 (-0.5%) from 2017

Expenses

Up

$470,393

Up $8,132 (+1.8%) from 2017

Net Income

Down

$41,507

Down $10,900 (-21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0M$1.0M$0-$1.0MAssets 2010: $1,420,430Liabilities 2010: $1,912,628Net Assets 2010: -$492,1982010Assets 2011: $1,410,005Liabilities 2011: $1,893,148Net Assets 2011: -$483,1432011Assets 2012: $1,348,033Liabilities 2012: $1,869,991Net Assets 2012: -$521,9582012Assets 2013: $1,346,645Liabilities 2013: $1,834,991Net Assets 2013: -$488,3462013Assets 2014: $1,362,574Liabilities 2014: $1,840,584Net Assets 2014: -$478,0102014Assets 2015: $1,342,197Liabilities 2015: $1,767,615Net Assets 2015: -$425,4182015Assets 2016: $1,299,926Liabilities 2016: $1,726,408Net Assets 2016: -$426,4822016Assets 2017: $1,317,514Liabilities 2017: $1,691,589Net Assets 2017: -$374,0752017Assets 2018: $1,316,720Liabilities 2018: $1,649,288Net Assets 2018: -$332,5682018Assets 2019: $1,387,860Liabilities 2019: $1,605,652Net Assets 2019: -$217,7922019Assets 2020: $1,330,644Liabilities 2020: $1,543,862Net Assets 2020: -$213,2182020Assets 2021: $1,420,180Liabilities 2021: $1,543,814Net Assets 2021: -$123,6342021Assets 2022: $1,440,385Liabilities 2022: $1,340,567Net Assets 2022: $99,8182022Assets 2023: $1,443,701Liabilities 2023: $1,301,080Net Assets 2023: $142,6212023Assets 2024: $1,387,973Liabilities 2024: $1,235,435Net Assets 2024: $152,5382024Assets 2025: $1,483,318Liabilities 2025: $1,202,854Net Assets 2025: $280,4642025

Highlighted filing

2018

Assets$1,316,720
Liabilities$1,649,288
Net Assets-$332,568
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $179,2262010Expenses 2011: $171,7112011Expenses 2012: $177,9712012Expenses 2013: $225,4042013Revenue 2014: $276,913Expenses 2014: $244,982Net Income 2014: $31,9312014Revenue 2015: $402,421Expenses 2015: $349,829Net Income 2015: $52,5922015Revenue 2016: $473,620Expenses 2016: $474,280Net Income 2016: -$6602016Revenue 2017: $514,668Expenses 2017: $462,261Net Income 2017: $52,4072017Revenue 2018: $511,900Expenses 2018: $470,393Net Income 2018: $41,5072018Revenue 2019: $582,904Expenses 2019: $468,106Net Income 2019: $114,7982019Revenue 2020: $487,419Expenses 2020: $482,961Net Income 2020: $4,4582020Revenue 2021: $554,496Expenses 2021: $465,005Net Income 2021: $89,4912021Revenue 2022: $814,240Expenses 2022: $590,788Net Income 2022: $223,4522022Revenue 2023: $642,090Expenses 2023: $599,287Net Income 2023: $42,8032023Revenue 2024: $633,620Expenses 2024: $623,703Net Income 2024: $9,9172024Revenue 2025: $735,658Expenses 2025: $615,228Net Income 2025: $120,4302025

Highlighted filing

2018

Revenue$511,900
Expenses$470,393
Net Income$41,507
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Oct 19, 2018
Return Version
2017v2.3
Gross Receipts
$511,900
Mission and Program Overview

Mission

Education for grades K-12

EDUCATION - GRADES K-12

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,096,392$1,055,124▼ $41,268
Cash and Non-Interest-Bearing Accounts$195,455$235,877▲ $40,422
Savings and Temporary Cash Investments$25,687$25,687→ $0
Accounts Receivable$-20$32▲ $52
Total Assets$1,317,514$1,316,720▼ $794
Liabilities
Other Liabilities$1,650,110$1,595,110▼ $55,000
Deferred Revenue$41,223$54,178▲ $12,955
Accounts Payable and Accrued Expenses$256--
Total Liabilities$1,691,589$1,649,288▼ $42,301
Net Assets / Fund Balance
Unrestricted Net Assets$-374,075$-332,568▲ $41,507
Total Net Assets Fund Balance$-374,075$-332,568▲ $41,507
Total Liabilities and Net Assets / Fund Balance$1,317,514$1,316,720▼ $794

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,055,124$575,123$1,630,247
Equipment-$6,839$6,839
Other Land Buildings-$1,020$1,020
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Daniel RyanPresident
Cindy HooseDirector
David CaganDirector
Eric HurlimanDirector
Jackson HahneDirector
Jon PiperDirector
Mor PipmanDirector
Raghava KalyanaramanDirector
Matthew GioiaSecretary
Laurie SlavinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,311
Program Service Revenue
$493,174
Investment Income
$415
Other Revenue
$0
All Other Contributions
$18,311
Change in Net Assets
$41,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$287,076
Other Expenses$183,317
Total Fundraising Expense$4,099
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$261,301--$261,301
Occupancy$58,786--$58,786
Depreciation Depletion$41,268--$41,268
Conferences and Meetings$1,650$22,989-$24,639
Payroll Taxes$21,272--$21,272
Fees for Services Other$15,867$390$4,099$20,356
Insurance$10,009--$10,009
Information Technology$6,930--$6,930
Office Expenses$5,352$81-$5,433
Other Employee Benefits$4,503--$4,503
Fees for Services Accounting-$2,664-$2,664
Advertising$2,314--$2,314
Other Expenses$864--$864
Interest-$809-$809
Fees for Services Legal-$270-$270
Total Functional Expenses$439,091$27,203$4,099$470,393
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Secured Mortgages and Notes Payable$1,595,000
Waiting List Deposit$110
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The completed form 990 is transmitted to the finance manager for review. Before filing the return, the finance manager will make copies of form 990 available to all members of the governing body requesting each member to review the return and communicate any questions or suggestions for change, or approval as is, back to the finance manager within a one- week period. When all questions and suggestions have been addressed, the finance manager will authorize the electronic filing of the return.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hudson Valley Sudbury School
EIN
76-0705866
Phone
8456791002
Address
84 ZENA ROAD, KINGSTON, NY 12401

Signing Officer

Name
Daniel Ryan
Title
President
Signed
2018-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Ryan
Formed
2001
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
11

Preparer

Firm
Jon Jecker CPA
Address
411 SAINT MICHAELS DR STE 8, SANTA FE, NM 87505-7655
Preparer
Jon Jecker
Phone
5059893510
Raw XML Appendix392 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/SavingsAndTempCashInvstGrp/EOYAmt025687
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01055124
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0575123
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01630247
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06839
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06839
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01020
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01020
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01595000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1110
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURED MORTGAGES AND NOTES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1WAITING LIST DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01055124
IRS990ScheduleD/TotalLiabilityAmt01595110
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE HUDSON VALLEY SUDBURY SCHOOL IS COMMITTED TO EQUAL OPPORTUNITY FOR ALL PERSONS WITHOUT REGARD TO SEX, AGE, RACE, COLOR, RELIGION, CREED, NATIONAL ORIGIN, MARITAL STATUS, DISABILITY OR SEXUAL ORIENTATION. IT IS THE POLICY OF THE HUDSON VALLEY SUDBURY SCHOOL TO COMPLY WITH ALL FEDERAL, STATE AND LOCAL LAWS AND REGULATIONS REGARDING EQUAL OPPORTUNITY. IN KEEPING WITH THAT POLICY, THE HUDSON VALLEY SUDBURY SCHOOL IS COMMITTED TO MAINTAINING A WORK ENVIRONMENT THAT IS FREE OF UNLAWFUL DISCRIMINATION AND HARASSMENT. ACCORDINGLY, THE HUDSON VALLEY SUDBURY SCHOOL WILL NOT TOLERATE UNLAWFUL DISCRIMINATION AGAINST OR HARASSMENT OF ANY OF OUR EMPLOYEES, VOLUNTEERS, OR ANY OTHER INDIVIDUAL AT OUR FACILITIES BY ANYONE, INCLUDING ANY SUPERVISOR, CO-WORKER, VENDOR, CLIENT, CUSTOMER, OR WARD OF THE HUDSON VALLEY SUDBURY SCHOOL
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS TRANSMITTED TO THE FINANCE MANAGER FOR REVIEW. BEFORE FILING THE RETURN, THE FINANCE MANAGER WILL MAKE COPIES OF FORM 990 AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY REQUESTING EACH MEMBER TO REVIEW THE RETURN AND COMMUNICATE ANY QUESTIONS OR SUGGESTIONS FOR CHANGE, OR APPROVAL AS IS, BACK TO THE FINANCE MANAGER WITHIN A ONE- WEEK PERIOD. WHEN ALL QUESTIONS AND SUGGESTIONS HAVE BEEN ADDRESSED, THE FINANCE MANAGER WILL AUTHORIZE THE ELECTRONIC FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01316720
IRS990/TotalAssetsGrp/BOYAmt01317514
IRS990/TotalAssetsGrp/EOYAmt01316720
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018311
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04099
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027203
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0439091
IRS990/TotalFunctionalExpensesGrp/TotalAmt0470393
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01691589
IRS990/TotalLiabilitiesEOYAmt01649288
IRS990/TotalLiabilitiesGrp/BOYAmt01691589
IRS990/TotalLiabilitiesGrp/EOYAmt01649288
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-374075
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-332568
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt024581
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt024581
IRS990/TotalProgramServiceExpensesAmt0439091
IRS990/TotalProgramServiceRevenueAmt0493174
IRS990/TotalRevenueGrp/ExclusionAmt0415
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0493174
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0511900
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01317514
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01316720
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-374075
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-332568
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016 BOTTOM RIDGE ROAD
IRS990/USAddress/CityNm0CATSKILL
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012414
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SUDBURYSCHOOL.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL RYAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUDSON VALLEY SUDBURY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0HUDS
ReturnHeader/Filer/EIN0760705866
ReturnHeader/Filer/PhoneNum08456791002
ReturnHeader/Filer/USAddress/AddressLine1Txt084 ZENA ROAD
ReturnHeader/Filer/USAddress/CityNm0KINGSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId067E6F69D385496BCC15551654895482EC1752AAE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067E6F69D385496BCC15551654895482EC1752AAE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.161.200.71
ReturnHeader/FilingSecurityInformation/IPDt02019-05-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:07:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JON JECKER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 SAINT MICHAELS DR STE 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0875057655
ReturnHeader/PreparerPersonGrp/PhoneNum05059893510
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON JECKER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-29T15:07:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,316,720
Liabilities
$1,649,288
Net assets
-$332,568
Revenue
$511,900
Expenses
$470,393
Net income
$41,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$1.20$0.28$0.74$0.62$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.39$1.24$0.15$0.63$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.44$1.30$0.14$0.64$0.60$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.44$1.34$0.10$0.81$0.59$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.42$1.54$0.12$0.55$0.47$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.33$1.54$0.21$0.49$0.48$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.39$1.61$0.22$0.58$0.47$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.32$1.65$0.33$0.51$0.47$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.32$1.69$0.37$0.51$0.46$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.30$1.73$0.43$0.47$0.47$0.00
2015Summary only. Only limited summary data is available for this year.$1.34$1.77$0.43$0.40$0.35$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.36$1.84$0.48$0.28$0.24$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.83$0.49$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.87$0.52$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.89$0.48$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$1.91$0.49$0.18