Civic Intelligence

Yates County Genealogical and Historical Society

990 • Fiscal year 2020 • EIN 80-0758867

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profilewww.yatespast.org
107 Chapel StPenn Yan, NY 14527

(216) 244-1260

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.04x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • NTEE A • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.15x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • NTEE A • $500k-$1M nonprofits • Source year 2020

Net Margin

48th percentile

3.0%

Higher net margin than 48% of similar nonprofits.

2020 filings • NTEE A • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2020 filings • NTEE A • $500k-$1M nonprofits • Source year 2020

Asset Growth

64th percentile

14%

Faster asset growth than 64% of similar nonprofits.

2020 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

10%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$542,072

Up $68,435 (+14%) from 2019

Net Assets

Up

$519,149

Up $47,759 (+10%) from 2019

Liabilities

Up

$22,923

Up $20,676 (+920%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin48th percentile

Revenue

Up

$155,310

Up $14,648 (+10%) from 2019

Expenses

Up

$150,723

Up $309 (+0.2%) from 2019

Net Income

Up

$4,587

Up $14,339 (+147%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2012: $432,390Liabilities 2012: $4,464Net Assets 2012: $427,9262012Assets 2013: $468,718Liabilities 2013: $4,6162013Assets 2014: $456,478Liabilities 2014: $5,566Net Assets 2014: $450,9122014Assets 2015: $432,695Liabilities 2015: $5,416Net Assets 2015: $427,2792015Assets 2016: $428,505Liabilities 2016: $4,8012016Assets 2017: $466,447Liabilities 2017: $3,279Net Assets 2017: $463,1682017Assets 2018: $420,228Liabilities 2018: $3,814Net Assets 2018: $416,4142018Assets 2019: $473,637Liabilities 2019: $2,247Net Assets 2019: $471,3902019Assets 2020: $542,072Liabilities 2020: $22,923Net Assets 2020: $519,1492020Assets 2021: $625,199Liabilities 2021: $2,167Net Assets 2021: $623,0322021Assets 2022: $527,399Liabilities 2022: $1,493Net Assets 2022: $525,9062022Assets 2023: $541,169Liabilities 2023: $1,707Net Assets 2023: $539,4622023Assets 2024: $629,219Liabilities 2024: $2,861Net Assets 2024: $626,3582024

Highlighted filing

2020

Assets$542,072
Liabilities$22,923
Net Assets$519,149
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $118,366Expenses 2012: $120,454Net Income 2012: -$2,0882012Revenue 2013: $128,694Expenses 2013: $128,832Net Income 2013: -$1382013Revenue 2014: $136,660Expenses 2014: $146,228Net Income 2014: -$9,5682014Revenue 2015: $116,914Expenses 2015: $119,077Net Income 2015: -$2,1632015Revenue 2016: $110,082Expenses 2016: $135,730Net Income 2016: -$25,6482016Revenue 2017: $121,421Expenses 2017: $131,584Net Income 2017: -$10,1632017Revenue 2018: $116,892Expenses 2018: $123,155Net Income 2018: -$6,2632018Revenue 2019: $140,662Expenses 2019: $150,414Net Income 2019: -$9,7522019Revenue 2020: $155,310Expenses 2020: $150,723Net Income 2020: $4,5872020Revenue 2021: $188,560Expenses 2021: $122,602Net Income 2021: $65,9582021Revenue 2022: $153,165Expenses 2022: $148,925Net Income 2022: $4,2402022Revenue 2023: $142,188Expenses 2023: $173,928Net Income 2023: -$31,7402023Revenue 2024: $203,956Expenses 2024: $140,621Net Income 2024: $63,3352024

Highlighted filing

2020

Revenue$155,310
Expenses$150,723
Net Income$4,587
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$554,132
Mission and Program Overview

Mission

History-Yates County ServiceEducation

Provide community with programs that encourage, enhance, and foster appreciation of Yates County History. Preserve, maintain, register, and interpret museum collection.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$423,624$483,972▲ $60,348
Cash and Non-Interest-Bearing Accounts$24,356$33,673▲ $9,317
Inventories for Sale or Use$10,899$10,899→ $0
Savings and Temporary Cash Investments$9,285$9,345▲ $60
Land, Buildings, and Equipment, Net$5,001$3,711▼ $1,290
Prepaid Expenses and Deferred Charges$472$472→ $0
Total Assets$473,637$542,072▲ $68,435
Liabilities
Other Liabilities$2,247$22,923▲ $20,676
Total Liabilities$2,247$22,923▲ $20,676
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$451,144$498,903▲ $47,759
Net Assets With Donor Restrictions$20,246$20,246→ $0
Total Net Assets Fund Balance$471,390$519,149▲ $47,759
Total Liabilities and Net Assets / Fund Balance$473,637$542,072▲ $68,435

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$24,647$24,647
Leasehold Improvements$3,711$2,725$6,436
Compensation and Service Providers
Top Officer Pay45th percentile

Board Members and Trustees

NameTitle
Sallie JensenPresident
Phil BaileyVice President
Andy BausTrustee
James CrevellingTrustee
James StorkTrustee
James WachobTrustee
Lyn FitchTrustee
Merrill RaceTrustee
Patty LarzelereTrustee
Paul BullockTrustee
Rich StewartTrustee
Steve HellerTrustee
Win HarperTrustee
Richard MacAlpineSecretary
Murray HestleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,415
Program Service Revenue
$47,837
Investment Income
$29,077
Other Revenue
$5,981
All Other Contributions
$33,138
Change in Net Assets
$4,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$89,657
Other Expenses$60,753
Grants and Similar Amounts Paid$313
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$83,062--$83,062
Occupancy$17,413--$17,413
Other Expenses$8,572--$8,572
Payroll Taxes$6,595--$6,595
Insurance-$4,825-$4,825
Fees for Services Accounting-$4,029-$4,029
Fees for Service Investment Mgmnt Fees-$3,281-$3,281
All Other Expenses$3,248--$3,248
Office Expenses-$3,127-$3,127
Depreciation Depletion$1,291--$1,291
Grants to Domestic Individuals$313--$313
Total Functional Expenses$135,461$15,262$0$150,723
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,670
Fundraising Direct Expenses$7,629
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP Loans$20,800
Payroll Liabilities$2,106
NYS Sales Tax$17
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“Members pay membership dues and vote on various activites broght before them by the Board”

Member election for additional members Part VI line 7A

“Members nominate and vote in the Boards election of officers”

Governing body decisions Part VI line 7B

“Members are asked to vote on various items put before them regarding Board options and decisions”

Form 990 governing body review Part VI line 11

“The 990 is reviewed by Financial officers before filing and is available at the organizations meetings after filing.”

Conflict of interest policy compliance Part VI line 12C

“Any conflicts of interest must be brought to the attention of the Board before any business is conducted on the conflicting business. A decision will be made to determine if the potential conflict is sufficient to remove the conflicted party from that particular matter.”

Governing documents etc available to public Part VI line 19

“Copies of the 990 are available upon request to the organization and will be delivered by an agreeable means.”

Filing and Contact Details

Filer

Filer Name
Yates County Genealogical and Historical Society
EIN
80-0758867
Address
107 Chapel St, Penn Yan, NY 14527

Signing Officer

Name
Murray Hestley
Title
Treasurer
Phone
2162441260
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1860
Legal Domicile
Ny
Voting Board Members
375
Independent Board Members
375
Employees
4
Volunteers
10

Preparer

Firm
Thomas A Podsiadlo CPA
Address
350 Elm St, Penn Yan, NY 14527
Preparer
Kevin P Hines
Phone
3155363335
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding”

General explanation attachment

“The organization provides the community with programs that encourage, enhance, and foster appreciation of county history, people and places of Yates County, and historical research on families and local history. The organization provides collection management and maintenance through preservation, registration, and interpretation of the museum collection. The organization also provides educational programming and outreach, historical programs, and research services at three different museum sites: The Oliver House, The L Caroline Underwood Museum, and The Scherer Carriage House. The facilities are open to the public 52 weeks per year and 28 hours per week. Historical information is available at the organizations website, yatespast.org, Facebook, and other online communities.”

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IRS990/MembersOrStockholdersInd0true
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IRS990/MinutesOfCommitteesInd0true
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01241
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt012592
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt017413
IRS990/OccupancyGrp/TotalAmt017413
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03127
IRS990/OfficeExpensesGrp/TotalAmt03127
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt04
IRS990/OtherExpensesGrp/Desc0Exhibits
IRS990/OtherExpensesGrp/Desc1Printing
IRS990/OtherExpensesGrp/Desc2Special Events
IRS990/OtherExpensesGrp/Desc3Misc
IRS990/OtherExpensesGrp/ProgramServicesAmt08110
IRS990/OtherExpensesGrp/ProgramServicesAmt14407
IRS990/OtherExpensesGrp/ProgramServicesAmt22450
IRS990/OtherExpensesGrp/ProgramServicesAmt38572
IRS990/OtherExpensesGrp/TotalAmt08110
IRS990/OtherExpensesGrp/TotalAmt14407
IRS990/OtherExpensesGrp/TotalAmt22450
IRS990/OtherExpensesGrp/TotalAmt38572
IRS990/OtherLiabilitiesGrp/BOYAmt02247
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueTotalAmt0699
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt083062
IRS990/OtherSalariesAndWagesGrp/TotalAmt083062
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt06595
IRS990/PayrollTaxesGrp/TotalAmt06595
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0472
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0472
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0Underwood Museum
IRS990/ProgramServiceRevenueGrp/Desc1Revolutionary War Conf
IRS990/ProgramServiceRevenueGrp/Desc2Educational Programs
IRS990/ProgramServiceRevenueGrp/Desc3CollectionsExhibits
IRS990/ProgramServiceRevenueGrp/Desc4Geneology Research
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041803
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22581
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3735
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22581
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4597
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt04587
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09285
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt071658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0295630
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt012592
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt012592
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt025184
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09649
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014588
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013872
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09742
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06747
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050628
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047827
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0242613
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09649
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014588
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013872
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06747
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054598
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IRS990ScheduleA/InvestmentIncomePYPct00.09000
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IRS990ScheduleA/PublicSupportCY509Pct00.91170
IRS990ScheduleA/PublicSupportPY509Pct00.91370
IRS990ScheduleA/PublicSupportTotal509Amt0563427
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0123043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0137383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt099087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100894
IRS990ScheduleA/Total509Grp/TotalAmt0563427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0132692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0151971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0116892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0108829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0107641
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0618025
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024647
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024647
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03711
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02725
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06436
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02106
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NYS Sales Tax
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PPP Loans
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03711
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IRS990/ScheduleJRequiredInd0false

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,072
Liabilities
$22,923
Net assets
$519,149
Revenue
$155,310
Expenses
$150,723
Net income
$4,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.03$6.26$2.04$1.41$0.63
2023Summary only. Only limited summary data is available for this year.$5.41$0.02$5.39$1.42$1.74$0.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.01$5.26$1.53$1.49$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.02$6.23$1.89$1.23$0.66
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.23$5.19$1.55$1.51$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.02$4.71$1.41$1.50$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.04$4.16$1.17$1.23$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.03$4.63$1.21$1.32$0.10
2016Summary only. Only limited summary data is available for this year.$4.29$0.05$1.10$1.36$0.26
2015Detailed filing. Detailed filing data is available for this year.$4.33$0.05$4.27$1.17$1.19$0.02
2014Summary only. Only limited summary data is available for this year.$4.56$0.06$4.51$1.37$1.46$0.10
2013Summary only. Only limited summary data is available for this year.$4.69$0.05$1.29$1.29$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.04$4.28$1.18$1.20$0.02