Civic Intelligence

Special Needs Plan Alliance Inc

990 • Fiscal year 2019 • EIN 81-4850675

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

Organization ProfileWWW.SNPALLIANCE.ORG
750 9th Street NW No 650Washington, DC 20001

(301) 695-2800

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.06x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.03x

Higher debt load relative to revenue than 23% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

85th percentile

19%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

91st percentile

$333,494

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

98th percentile

96%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

2.8%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$631,374

Up $309,815 (+96%) from 2018

Net Assets

Up

$591,038

Up $271,503 (+85%) from 2018

Liabilities

Up

$40,336

Up $38,312 (+1893%) from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin85th percentile

Revenue

Up

$1,455,755

Up $39,428 (+2.8%) from 2018

Expenses

Down

$1,184,252

Down $63,457 (-5.1%) from 2018

Net Income

Up

$271,503

Up $102,885 (+61%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $152,723Liabilities 2017: $1,806Net Assets 2017: $150,9172017Assets 2018: $321,559Liabilities 2018: $2,024Net Assets 2018: $319,5352018Assets 2019: $631,374Liabilities 2019: $40,336Net Assets 2019: $591,0382019Assets 2020: $921,348Liabilities 2020: $2,525Net Assets 2020: $918,8232020Assets 2021: $1,317,742Liabilities 2021: $8,145Net Assets 2021: $1,309,5972021Assets 2022: $1,516,582Liabilities 2022: $9,594Net Assets 2022: $1,506,9882022Assets 2024: $1,718,021Liabilities 2024: $219,412Net Assets 2024: $1,498,6092024

Highlighted filing

2019

Assets$631,374
Liabilities$40,336
Net Assets$591,038
Open 2019 Filing

Operations Trend

Revenue Growth48th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $1,221,584Expenses 2017: $1,070,667Net Income 2017: $150,9172017Revenue 2018: $1,416,327Expenses 2018: $1,247,709Net Income 2018: $168,6182018Revenue 2019: $1,455,755Expenses 2019: $1,184,252Net Income 2019: $271,5032019Revenue 2020: $1,440,601Expenses 2020: $1,112,816Net Income 2020: $327,7852020Revenue 2021: $1,485,582Expenses 2021: $1,094,808Net Income 2021: $390,7742021Revenue 2022: $1,499,250Expenses 2022: $1,294,465Net Income 2022: $204,7852022Revenue 2024: $1,886,739Expenses 2024: $2,012,782Net Income 2024: -$126,0432024

Highlighted filing

2019

Revenue$1,455,755
Expenses$1,184,252
Net Income$271,503
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.1
Gross Receipts
$1,455,755
Mission and Program Overview

Mission

To improve the long-term business viability of special needs plans.

To improve payment and health policy for high-risk care through legislative and regulatory advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$225,383$564,478▲ $339,095
Cash and Non-Interest-Bearing Accounts$94,686$65,927▼ $28,759
Land, Buildings, and Equipment, Net$1,490$969▼ $521
Total Assets$321,559$631,374▲ $309,815
Liabilities
Deferred Revenue-$38,453-
Accounts Payable and Accrued Expenses$2,024$1,883▼ $141
Total Liabilities$2,024$40,336▲ $38,312
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$319,535$591,038▲ $271,503
Total Net Assets Fund Balance$319,535$591,038▲ $271,503
Total Liabilities and Net Assets / Fund Balance$321,559$631,374▲ $309,815

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$969$3,627$4,596
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl Phillips MdPresidentFT$285,000$48,494$333,494

Board Members and Trustees

NameTitle
John BaackesChair
Eve GelbDirector
Ghita WorcesterDirector
Michael PolenDirector
Michele LeporeDirector
Sepideh GheginiDirector
Tom Von SternbergDirector
Lois SimonSecretary
Helene WeinraubTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Avenue SolutionsLobbying/policy Consulting401 9TH STREET NW STE 720, Washington, DC 20004$180,000
Paone & AssociatesPerformance Measure- Ment Consulting10413 RHODE ISLAND CIRCLE S, Bloomington, MN 55438$144,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,451,632
Investment Income
$4,123
Other Revenue
$0
Change in Net Assets
$271,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$758,292
Salaries, Compensation, and Employee Benefits$425,960
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$333,494
Fees for Services Lobbying---$330,000
Conferences and Meetings---$91,608
Other Salaries and Wages---$66,740
Information Technology---$45,000
Fees for Services Other---$35,687
Occupancy---$32,423
Travel---$26,537
Payroll Taxes---$20,323
Fees for Services Accounting---$14,926
Fees for Services Legal---$12,138
Other Employee Benefits---$5,403
Office Expenses---$4,208
Insurance---$3,076
Depreciation Depletion---$1,532
Other Expenses---$1,350
All Other Expenses---$124
Total Functional Expenses$0$0$0$1,184,252
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$330,000
Total Nondeductible Lobbying and Political Cost$330,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The alliance has no committee with the authority to act on behalf of the governing body.”

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

“A draft of the organization's form 990 will be provided to the governing board for review and approval before it is signed by the president and filed with the irs.”

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

“Board members and officers are required to read and sign a conflict of interest policy and disclose any conflicts of interest. The president monitors and enforces compliance.”

Form 990, Part VI, Section B, Line 15A

“The organization's governing board determines the salary of the organization's president by comparing written employment contracts of other similar non-profit organizations. The last time this was determined was in 2017.”

Form 990, Part VI, Section C, Line 19

“The alliance makes its governing documents and conflict of interest policy available upon request.”

Filing and Contact Details

Filer

Filer Name
Special Needs Plan Alliance
EIN
81-4850675
Phone
3016952800
Address
750 9TH STREET NW NO 650, WASHINGTON, DC 20001

Signing Officer

Name
Cheryl Phillips Md
Title
President
Phone
3016952800
Signed
2020-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheryl Phillips Md
Formed
2017
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
9

Preparer

Firm
Jones Maresca & Mcquade Pa
Address
10500 LITTLE PATUXENT PARKWAY SUITE, 770, COLUMBIA, MD 21044
Preparer
David Jones
Phone
4108840220
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The following program services were not previously listed on form 990: membership - the alliance provides approximately 28 members as of december 31, 2019, with events and information, designed to share learning and advancing innovative practice for furthering the transformation of health policy and financing as well as to improve the long-term viability of specialized managed care. Events - the alliance offers opportunities to share industry insights, go over policy changes, and network with others at various events that it organizes during the year. For the year ended december 31, 2019, the alliance organized two events, the fall leadership and spring meetings.”

Financial Statement Notes

PART X, LINE 2:

“The alliance believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements or that would have an effect on its tax-exempt status. There are no unrecognized tax benefits or liabilities that need to be recorded.”

Raw XML AppendixShowing 400 of 404 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/ProgSrvcAccomActy2Grp/Desc0EVENTS - THE ALLIANCE OFFERS OPPORTUNITIES TO SHARE INDUSTRY INSIGHTS, GO OVER POLICY CHANGES, AND NETWORK WITH OTHERS AT VARIOUS EVENTS THAT IT ORGANIZES DURING THE YEAR. FOR THE YEAR ENDED DECEMBER 31, 2019, THE ALLIANCE ORGANIZED TWO EVENTS, THE FALL LEADERSHIP AND SPRING MEETINGS.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERSHIP - THE ALLIANCE PROVIDES APPROXIMATELY 28 MEMBERS AS OF DECEMBER 31, 2019, WITH EVENTS AND INFORMATION, DESIGNED TO SHARE LEARNING AND ADVANCING INNOVATIVE PRACTICE FOR FURTHERING THE TRANSFORMATION OF HEALTH POLICY AND FINANCING AS WELL AS TO IMPROVE THE LONG-TERM VIABILITY OF SPECIALIZED MANAGED CARE.
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0862131
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01416050
IRS990/PYRevenuesLessExpensesAmt0168618
IRS990/PYSalariesCompEmpBnftPaidAmt0385578
IRS990/PYTotalExpensesAmt01247709
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01416327
IRS990/ReconcilationRevenueExpnssAmt0271503
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
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IRS990/ReportOtherLiabilitiesInd00
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt03627
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04596
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ALLIANCE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount025000
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06906
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING PROGRAM SERVICES WERE NOT PREVIOUSLY LISTED ON FORM 990: MEMBERSHIP - THE ALLIANCE PROVIDES APPROXIMATELY 28 MEMBERS AS OF DECEMBER 31, 2019, WITH EVENTS AND INFORMATION, DESIGNED TO SHARE LEARNING AND ADVANCING INNOVATIVE PRACTICE FOR FURTHERING THE TRANSFORMATION OF HEALTH POLICY AND FINANCING AS WELL AS TO IMPROVE THE LONG-TERM VIABILITY OF SPECIALIZED MANAGED CARE. EVENTS - THE ALLIANCE OFFERS OPPORTUNITIES TO SHARE INDUSTRY INSIGHTS, GO OVER POLICY CHANGES, AND NETWORK WITH OTHERS AT VARIOUS EVENTS THAT IT ORGANIZES DURING THE YEAR. FOR THE YEAR ENDED DECEMBER 31, 2019, THE ALLIANCE ORGANIZED TWO EVENTS, THE FALL LEADERSHIP AND SPRING MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ALLIANCE HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE ORGANIZATION'S FORM 990 WILL BE PROVIDED TO THE GOVERNING BOARD FOR REVIEW AND APPROVAL BEFORE IT IS SIGNED BY THE PRESIDENT AND FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS AND OFFICERS ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST. THE PRESIDENT MONITORS AND ENFORCES COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING BOARD DETERMINES THE SALARY OF THE ORGANIZATION'S PRESIDENT BY COMPARING WRITTEN EMPLOYMENT CONTRACTS OF OTHER SIMILAR NON-PROFIT ORGANIZATIONS. THE LAST TIME THIS WAS DETERMINED WAS IN 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ALLIANCE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt01184252
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02024
IRS990/TotalLiabilitiesEOYAmt040336
IRS990/TotalLiabilitiesGrp/BOYAmt02024
IRS990/TotalLiabilitiesGrp/EOYAmt040336
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0319535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0591038
IRS990/TotalOtherCompensationAmt023494
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01451632
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01455755
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0321559
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0631374
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd020001
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SNPALLIANCE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL PHILLIPS MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03016952800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIAL NEEDS PLAN ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
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ReturnHeader/Filer/PhoneNum03016952800
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 9TH STREET NW NO 650
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:29:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521853933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES MARESCA & MCQUADE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010500 LITTLE PATUXENT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0770
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021044
ReturnHeader/PreparerPersonGrp/PhoneNum04108840220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID JONES
ReturnHeader/ReturnTs02020-07-08T13:34:04-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$631,374
Liabilities
$40,336
Net assets
$591,038
Revenue
$1,455,755
Expenses
$1,184,252
Net income
$271,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.22$1.50$1.89$2.01$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.01$1.51$1.50$1.29$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.01$1.31$1.49$1.09$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$1.44$1.11$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.04$0.59$1.46$1.18$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$1.42$1.25$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$1.22$1.07$0.15