Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2023 • EIN 80-0160938

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 11, 2023

3320 W Foster Ave 105Chicago, IL 60625

(847) 316-8925

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

57th percentile

7.6%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

6.5%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$552,188

Up $53,979 (+11%) from 2022

Net Assets

Up

$552,188

Up $53,979 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$754,881

Up $45,753 (+6.5%) from 2022

Expenses

Up

$697,305

Up $90,805 (+15%) from 2022

Net Income

Down

$57,576

Down $45,052 (-44%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $30,284Liabilities 2011: $0Net Assets 2011: $30,2842011Assets 2012: $49,189Liabilities 2012: $0Net Assets 2012: $49,1892012Assets 2013: $102,757Liabilities 2013: $0Net Assets 2013: $102,7572013Assets 2014: $52,337Liabilities 2014: $0Net Assets 2014: $52,3372014Assets 2015: $82,985Liabilities 2015: $0Net Assets 2015: $82,9852015Assets 2016: $99,532Liabilities 2016: $0Net Assets 2016: $99,5322016Assets 2017: $112,043Liabilities 2017: $0Net Assets 2017: $112,0432017Assets 2018: $121,508Liabilities 2018: $0Net Assets 2018: $121,5082018Assets 2019: $215,082Liabilities 2019: $0Net Assets 2019: $215,0822019Assets 2020: $299,590Liabilities 2020: $0Net Assets 2020: $299,5902020Assets 2021: $395,581Liabilities 2021: $0Net Assets 2021: $395,5812021Assets 2022: $498,209Liabilities 2022: $0Net Assets 2022: $498,2092022Assets 2023: $552,188Liabilities 2023: $0Net Assets 2023: $552,1882023Assets 2024: $613,408Liabilities 2024: $0Net Assets 2024: $613,4082024Assets 2025: $691,183Liabilities 2025: $0Net Assets 2025: $691,1832025

Highlighted filing

2023

Assets$552,188
Liabilities$0
Net Assets$552,188

Operations Trend

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

$1.0M$500K$0Revenue 2011: $165,611Expenses 2011: $135,910Net Income 2011: $29,7012011Revenue 2012: $155,706Expenses 2012: $136,801Net Income 2012: $18,9052012Revenue 2013: $75,734Expenses 2013: $22,166Net Income 2013: $53,5682013Revenue 2014: $289,721Expenses 2014: $287,624Net Income 2014: $2,0972014Revenue 2015: $664,342Expenses 2015: $633,694Net Income 2015: $30,6482015Revenue 2016: $666,891Expenses 2016: $650,344Net Income 2016: $16,5472016Revenue 2017: $686,520Expenses 2017: $674,009Net Income 2017: $12,5112017Revenue 2018: $701,265Expenses 2018: $691,800Net Income 2018: $9,4652018Revenue 2019: $711,487Expenses 2019: $617,913Net Income 2019: $93,5742019Revenue 2020: $734,359Expenses 2020: $649,851Net Income 2020: $84,5082020Revenue 2021: $609,763Expenses 2021: $513,772Net Income 2021: $95,9912021Revenue 2022: $709,128Expenses 2022: $606,500Net Income 2022: $102,6282022Revenue 2023: $754,881Expenses 2023: $697,305Net Income 2023: $57,5762023Revenue 2024: $823,147Expenses 2024: $761,927Net Income 2024: $61,2202024Revenue 2025: $886,069Expenses 2025: $808,294Net Income 2025: $77,7752025

Highlighted filing

2023

Revenue$754,881
Expenses$697,305
Net Income$57,576
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$754,881
Mission and Program Overview

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$498,209$552,188▲ $53,979
Savings and Temporary Cash Investments$128,576$376,162▲ $247,586
Cash and Non-Interest-Bearing Accounts$369,633$176,026▼ $193,607
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$498,209$552,188▲ $53,979
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$498,209$552,188▲ $53,979
Total Liabilities and Net Assets / Fund Balance$498,209$552,188▲ $53,979
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cicci TomlinPresident
Giarraputo SarahDirector Chap. Housi
Flood AlexandraDirector Comm. Enga
Mandel LucyExecutive Admin
Werfel JessicaPanhellenic Del
Ochs SierraVP of Diversity
Giamatteo JennaVP of Finance
Siegel SabrinaVP of Health
Rodriguez CamilaVP of Marketing
D'Angelo VanessaVP of Mem. Recr
Rembold NoraVP of New Memb.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$751,344
Investment Income
$3,537
Other Revenue
$0
Change in Net Assets
$57,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$697,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$457,851
All Other Expenses---$33,063
Other Expenses---$28,187
Office Expenses---$27,867
Conferences and Meetings---$7,107
Fees for Services Accounting---$4,285
Total Functional Expenses$0$0$0$697,305
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.

Form 990, Part VI, Section C, Line 19

The organization provides its governing documents and financial statements to the public upon request.

Form 990, Part VI, Line 6 - Explanation of Members

Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at SU. It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at SU. Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SU, and have a sincere desire to contribute to the work of the Fraternity.

Form 990, Part VI, Line 7A - How Members or Shareholders Elect Governi

Members elect the Executive Board annually at a membership meeting.

Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
80-0160938
Phone
8473168925
Address
3320 W FOSTER AVE 105, CHICAGO, IL 60625

Signing Officer

Name
Giamatteo Jenna
Title
VP of Finance
Signed
2023-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cicci Tomlin
Formed
1872
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Tammy Trujillo EA
Address
310 Milazzo Court, El Dorado Hills, CA 95762
Preparer
Tammy Trujillo
Phone
5303508634
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Prior year change in fund balance due to back dated expense = -$3597

Form 990, Part III, Line 1 - Organization Mission

The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of Syracuse University ("SU"). It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.

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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/TitleTxt1VP of Health
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IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of New Memb.
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Diversity
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0244998
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1452439
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt243759
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310148
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0244998
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1452439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt243759
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310148
IRS990/ProgSrvcAccomActy2Grp/Desc0All members participate in formal recruitment training and formal recruitment that takes place over a number of days. As a result of their efforts 67 members joined the Organization. Participation in recruitment activities promotes bonds between members and teaches valuable interviewing and social skills.
IRS990/ProgSrvcAccomActy3Grp/Desc0The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt094
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0606500
IRS990/PYProgramServiceRevenueAmt0709034
IRS990/PYRevenuesLessExpensesAmt0102628
IRS990/PYTotalExpensesAmt0606500
IRS990/PYTotalRevenueAmt0709128
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt057576
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0498209
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0552188
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128576
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0376162
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR CHANGE IN FUND BALANCE DUE TO BACK DATED EXPENSE = -$3597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of Syracuse University ("SU"). It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at SU. It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at SU. Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SU, and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Members elect the Executive Board annually at a membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0498209
IRS990/TotalAssetsEOYAmt0552188
IRS990/TotalAssetsGrp/BOYAmt0498209
IRS990/TotalAssetsGrp/EOYAmt0552188
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0697305
IRS990/TotalGrossUBIAmt03537
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0498209
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0552188
IRS990/TotalProgramServiceRevenueAmt0751344
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0751344
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0754881
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03537
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0498209
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0552188
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0308 Walnut Place
IRS990/USAddress/CityNm0Syracuse
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0132102410
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Giamatteo Jenna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPHA-SYRACUSE CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0800160938
ReturnHeader/Filer/PhoneNum08473168925
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832177268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tammy Trujillo EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 Milazzo Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum05303508634
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Trujillo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-11T17:03:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Giamatteo
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jenna
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$0.00$6.91$8.86$8.08$0.78
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$8.23$7.62$0.61
2023Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$7.55$6.97$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$7.09$6.07$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$6.10$5.14$0.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$7.34$6.50$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$7.11$6.18$0.94
2018Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$7.01$6.92$0.09
2017Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$6.87$6.74$0.13
2016Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$6.67$6.50$0.17
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$6.64$6.34$0.31
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$2.90$2.88$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.76$0.22$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$1.56$1.37$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$1.66$1.36$0.30