Civic Intelligence

California Lutheran Educational Foundation

990 • Fiscal year 2016 • EIN 77-0076535

Jun 01, 2015 to May 31, 2016 • Filed on Feb 27, 2017

Organization Profilecallutheran.edu
60 West Olsen Road M/C 1200Thousand Oaks, CA 91360-2700

(805) 493-3586

Siviq Scores

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

Liabilities / Assets

84th percentile

0.75x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

255.70x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

5th percentile

-63%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

95th percentile

$540,224

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 3255.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

9th percentile

-11%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$5,656,062

Down $682,305 (-11%) from 2015

Net Assets

Down

$1,412,482

Down $154,216 (-9.8%) from 2015

Liabilities

Down

$4,243,580

Down $528,089 (-11%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin5th percentile

Revenue

Down

$16,596

Down $10,693 (-39%) from 2015

Expenses

Up

$27,006

Up $2,946 (+12%) from 2015

Net Income

Down

-$10,410

Down $13,639 (-422%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,826,045Liabilities 2010: $4,652,241Net Assets 2010: $3,173,8042010Assets 2011: $7,695,650Liabilities 2011: $4,338,178Net Assets 2011: $3,357,4722011Assets 2012: $6,521,469Liabilities 2012: $4,971,577Net Assets 2012: $1,549,8922012Assets 2013: $6,602,320Liabilities 2013: $4,974,494Net Assets 2013: $1,627,8262013Assets 2014: $6,694,254Liabilities 2014: $5,000,541Net Assets 2014: $1,693,7132014Assets 2015: $6,338,367Liabilities 2015: $4,771,669Net Assets 2015: $1,566,6982015Assets 2016: $5,656,062Liabilities 2016: $4,243,580Net Assets 2016: $1,412,4822016Assets 2017: $5,759,511Liabilities 2017: $4,307,382Net Assets 2017: $1,452,1292017Assets 2018: $5,858,008Liabilities 2018: $4,454,878Net Assets 2018: $1,403,1302018Assets 2019: $3,969,524Liabilities 2019: $2,713,861Net Assets 2019: $1,255,6632019Assets 2020: $3,026,054Liabilities 2020: $2,406,290Net Assets 2020: $619,7642020Assets 2021: $3,683,746Liabilities 2021: $2,705,443Net Assets 2021: $978,3032021Assets 2022: $3,261,152Liabilities 2022: $2,274,107Net Assets 2022: $987,0452022Assets 2023: $2,977,873Liabilities 2023: $2,117,973Net Assets 2023: $859,9002023Assets 2024: $3,166,965Liabilities 2024: $2,155,538Net Assets 2024: $1,011,4272024

Highlighted filing

2016

Assets$5,656,062
Liabilities$4,243,580
Net Assets$1,412,482
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $2,4802012Expenses 2013: $2,4432013Revenue 2014: $36,317Expenses 2014: $15,273Net Income 2014: $21,0442014Revenue 2015: $27,289Expenses 2015: $24,060Net Income 2015: $3,2292015Revenue 2016: $16,596Expenses 2016: $27,006Net Income 2016: -$10,4102016Revenue 2017: $31,661Expenses 2017: $24,050Net Income 2017: $7,6112017Revenue 2018: $83,744Expenses 2018: $28,521Net Income 2018: $55,2232018Revenue 2019: $31,194Expenses 2019: $28,593Net Income 2019: $2,6012019Revenue 2020: $12,677Expenses 2020: $25,706Net Income 2020: -$13,0292020Revenue 2021: $169,047Expenses 2021: $29,223Net Income 2021: $139,8242021Revenue 2022: $91,781Expenses 2022: $28,954Net Income 2022: $62,8272022Revenue 2023: $9,978Expenses 2023: $30,059Net Income 2023: -$20,0812023Revenue 2024: $22,165Expenses 2024: $30,290Net Income 2024: -$8,1252024

Highlighted filing

2016

Revenue$16,596
Expenses$27,006
Net Income-$10,410
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Feb 27, 2017
Return Version
2015v3.0
Gross Receipts
$16,596
Mission and Program Overview

Mission

The mission of the california lutheran education foundation is to market, administer and provide trusteeship for california lutheran university's planned giving, charitable trust and annuity programs.

The mission of the CLEF is to market, administer and provide trusteeship for CLU's planned giving, trust and gift annuity programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,159,558$4,872,865▼ $286,693
Investments Other Securities$565,427$541,026▼ $24,401
Savings and Temporary Cash Investments$613,382$242,171▼ $371,211
Total Assets$6,338,367$5,656,062▼ $682,305
Liabilities
Other Liabilities$4,771,669$4,243,580▼ $528,089
Total Liabilities$4,771,669$4,243,580▼ $528,089
Net Assets / Fund Balance
Permanently Rstr Net Assets$907,021$822,914▼ $84,107
Temporarily Rstr Net Assets$639,521$569,404▼ $70,117
Unrestricted Net Assets$20,156$20,164▲ $8
Total Net Assets Fund Balance$1,566,698$1,412,482▼ $154,216
Total Liabilities and Net Assets / Fund Balance$6,338,367$5,656,062▼ $682,305

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$541,026--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$565,427-▼ $161$24,240$541,026
2014$564,775-▲ $23,342$22,690$565,427
2013$527,014-▲ $51,131$13,370$564,775
2012$503,938$5,000▲ $61,329$43,253$527,014
2011$493,563$15,000▼ $4,625-$503,938
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
Richard HolmesChief Operating Officer$120,241$120,241

Board Members and Trustees

NameTitle
William KrantzChairman of the Board
Chris KimballBoard Member
Mark StegemoellerBoard Member
Rod Gilbert thru 10082015Board Member
Sue ChadwickBoard Member
Wallace BrohaughBoard Member
Tom MarshAssistant Treasurer
Stephen WheatlyChief Executive Officer
Karen DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,596
Other Revenue
$0
Change in Net Assets
$-10,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,240
Other Expenses$2,766
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,240--$24,240
Fees for Service Investment Mgmnt Fees-$2,766-$2,766
Total Functional Expenses$24,240$2,766$0$27,006
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Lutheran UniversityThousand Oaks, CA501(c)(3)For the general benefit of the university.$24,240
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
Amounts held for others$2,350,124
Annuities Payable$1,893,456
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 4

“The bylaws were changed to clarify CLEF as a supporting organization to CLU.”

Form 990, Part VI, Section B, line 11

“Information is gathered by Staff and forwarded to a CPA firm to prepare form 990. The form is reviewed by the Treasurer and Assistant Treasurer. Upon their approval, a copy of the form 990 is made available to board members via secure website. After all board members have reviewed the return, it is signed and filed.”

Form 990, Part VI, Section B, line 12C

“The organization requires all individuals with contract authority to complete a Conflict of Interest form. Any potential issues are brought to the attention of management and the Board of Regents. Violations are addressed at that time. Form 990, Part VI, Section B, Line 15B: California Lutheran Educational Foundation has no compensated officers, trustees, or employees.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public on a request basis.”

Filing and Contact Details

Filer

Filer Name
California Lutheran Educational
EIN
77-0076535
Phone
8054933586
Address
60 West Olsen Road M/C 1200, Thousand Oaks, CA 91360-2700

Signing Officer

Name
Stephen Wheatly
Title
Chief Executive Officer
Phone
8054933586
Signed
2017-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Wheatly
Formed
1957
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Moss Adams LLP
Address
3121 W March Ln Ste 200, Stockton, CA 95219-2367
Preparer
Tracy S Paglia
Phone
2099556100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Actuarial adjustment and transfers -129,815.”

Financial Statement Notes

Part V, Line 4:

“The Foundation's endowment consists of seven individual funds established for a variety of purposes, including both donor-restricted and funds functioning as endowment.”

Part X, Line 2:

“The University follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the consolidated financial statements recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the University for uncertain tax positions as of May 31, 2016.”

Raw XML AppendixShowing 400 of 534 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The mission of the CLEF is to market, administer and provide trusteeship for CLU's planned giving, trust and gift annuity programs.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Tom Marsh
IRS990/BooksInCareOfDetail/PhoneNum08054933181
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 West Olsen Road m/c 1200
IRS990/BooksInCareOfDetail/USAddress/CityNm0Thousand Oaks
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091360
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt024240
IRS990/CYInvestmentIncomeAmt016596
IRS990/CYOtherExpensesAmt02766
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-10410
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt027006
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016596
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Planned giving, charitable trust & gift annuity programs.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt024240
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02766
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02766
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt549338
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt637714
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt718532
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt832006
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt922767
IRS990/Form990PartVIISectionAGrp/PersonNm0Rod Gilbert thru 10082015
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM KRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2Wallace Brohaugh
IRS990/Form990PartVIISectionAGrp/PersonNm3Sue Chadwick
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark Stegemoeller
IRS990/Form990PartVIISectionAGrp/PersonNm5Chris Kimball
IRS990/Form990PartVIISectionAGrp/PersonNm6KAREN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7Richard Holmes
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHEN WHEATLY
IRS990/Form990PartVIISectionAGrp/PersonNm9Tom Marsh
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5490886
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6257747
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7101709
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8229800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9152240
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Assistant Treasurer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt012541
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt024240
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024240
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024240
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012541
IRS990/GrossReceiptsAmt016596
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04055
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04055
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0565427
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0541026
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05159558
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04872865
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of the California Lutheran Education Foundation is to market, administer and provide trusteeship for California Lutheran University's planned giving, charitable trust and gift annuity programs.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01566698
IRS990/NetAssetsOrFundBalancesEOYAmt01412482
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012541
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13991
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-129815
IRS990/OtherLiabilitiesGrp/BOYAmt04771669
IRS990/OtherLiabilitiesGrp/EOYAmt04243580
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0907021
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0822914
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Stephen Wheatly
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt022690
IRS990/PYInvestmentIncomeAmt027289
IRS990/PYOtherExpensesAmt01370
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03229
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt024060
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027289
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10410
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0613382
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0242171
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0California Lutheran University (CLU) is the supported organization of the Foundation. The Foundation's Board of Trustees is comprised of: - members of the administration and finance committee of the Board of Regents of CLU - the President of CLU, and - any such other persons conributing notably to the purposes and advancements of CLU, as selected by a majority of the Foundation's board of trustees. Any vacancies in the board of trustees are filled by the board of trustees upon consultation with the executive committee of the CLU board of regents. While CLU does not have the power to regularly appoint or elect at least a majority of the foundation's trustees according to the governing documents, the foundation board is comprised solely of members of the Board of Regents of CLU.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952962604
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024240
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0California Lutheran University
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt024240
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.03730
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0565427
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0541026
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-161
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt024240
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0564775
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0565427
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023342
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt022690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0527014
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0564775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051131
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt013370
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0503938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0527014
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061329
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt043253
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0493563
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0503938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4625
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02350124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11893456
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Amounts held for others
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Annuities Payable
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0541026
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Beneficial interest in endowment funds invested by Cal Lutheran University
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.87710
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation's endowment consists of seven individual funds established for a variety of purposes, including both donor-restricted and funds functioning as endowment.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The University follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the consolidated financial statements recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the University for uncertain tax positions as of May 31, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08560
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0541026
IRS990ScheduleD/TotalLiabilityAmt04243580
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt024240
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0For the general benefit of the university.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0California Lutheran University
IRS990ScheduleI/RecipientTable/RecipientEIN0952962604
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt060 West Olsen Road M/C 1200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Thousand Oaks
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0913602700
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0397906
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1255387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2225846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3150982
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038756
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt126023
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt223102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt315203
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt010582
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt111691
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt28904
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt37564
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt092980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt23954
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt31258
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Chris Kimball
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KAREN DAVIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2STEPHEN WHEATLY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Tom Marsh
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Board Member
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Chief Executive Officer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Assistant Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0540224
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1295461
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2261806
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3175007
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The employee who qualifies for a supplemental nonqualified retirement plan will earn a fixed amount of credit and eligible interest to his or her deferred compensation account. The right of the employee to receive the amounts is contingent upon his or her continued performance in accordance with the employment agreement. During the year, Chris Kimball, the president participated in the plan.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1The organization relied on a related organization that used one or more of the methods described to establish the top management official's compensation.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2During 2015, President Chris Kimball received a car allowance catch up payment which is reflected in part ii, column (B)(iii). The University erroneously did not pay the President's auto allowance for the current and prior years until it was discovered in 2015. It was subsequently paid in a lump sum in 2015.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 4b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2part II, COL (B) (III)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,656,062
Liabilities
$4,243,580
Net assets
$1,412,482
Revenue
$16,596
Expenses
$27,006
Net income
-$10,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.17$2.16$1.01$0.02$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.98$2.12$0.86$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.26$2.27$0.99$0.09$0.03$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.68$2.71$0.98$0.17$0.03$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.03$2.41$0.62$0.01$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.97$2.71$1.26$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.86$4.45$1.40$0.08$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.76$4.31$1.45$0.03$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.66$4.24$1.41$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.34$4.77$1.57$0.03$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$6.69$5.00$1.69$0.04$0.02$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$4.97$1.63$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$4.97$1.55$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.70$4.34$3.36$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$4.65$3.17$0.00