Civic Intelligence

Phoenix Montessori Academy

990 • Fiscal year 2023 • EIN 83-0397635

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profilewww.phoenixmontessori.org
12340 Mount Holly Huntersville RoadHuntersville, NC 28078

(704) 892-7536

Siviq Scores

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

Liabilities / Assets

80th percentile

0.55x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.27x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

69th percentile

$105,720

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Asset Growth

90th percentile

62%

Faster asset growth than 90% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

34%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$1,356,239

Up $517,668 (+62%) from 2022

Net Assets

Up

$616,695

Up $329,482 (+115%) from 2022

Liabilities

Up

$739,544

Up $188,186 (+34%) from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin70th percentile

Revenue

Up

$2,776,987

Up $711,432 (+34%) from 2022

Expenses

Up

$2,386,004

Up $433,275 (+22%) from 2022

Net Income

Up

$390,983

Up $278,157 (+247%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$30M$20M$10M$0-$10MAssets 2011: $170,943Liabilities 2011: $265,000Net Assets 2011: -$94,0572011Assets 2012: $145,394Liabilities 2012: $250,850Net Assets 2012: -$105,4562012Assets 2013: $147,373Liabilities 2013: $232,100Net Assets 2013: -$84,7272013Assets 2014: $141,772Liabilities 2014: $214,700Net Assets 2014: -$72,9282014Assets 2015: $168,864Liabilities 2015: $0Net Assets 2015: $168,8642015Assets 2016: $224,764Liabilities 2016: $0Net Assets 2016: $224,7642016Assets 2017: $332,471Liabilities 2017: $339,318Net Assets 2017: -$6,8472017Assets 2018: $320,427Liabilities 2018: $250,951Net Assets 2018: $69,4762018Assets 2019: $461,141Liabilities 2019: $411,178Net Assets 2019: $49,9632019Assets 2020: $337,236Liabilities 2020: $118,075Net Assets 2020: $219,1612020Assets 2021: $490,227Liabilities 2021: $315,840Net Assets 2021: $174,3872021Assets 2022: $838,571Liabilities 2022: $551,358Net Assets 2022: $287,2132022Assets 2023: $1,356,239Liabilities 2023: $739,544Net Assets 2023: $616,6952023Assets 2024: $1,203,760Liabilities 2024: $524,032Net Assets 2024: $679,7282024Assets 2025: $24,051,804Liabilities 2025: $23,063,068Net Assets 2025: $988,7362025

Highlighted filing

2023

Assets$1,356,239
Liabilities$739,544
Net Assets$616,695
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $688,018Expenses 2011: $755,860Net Income 2011: -$67,8422011Expenses 2012: $644,0392012Revenue 2013: $731,205Expenses 2013: $710,476Net Income 2013: $20,7292013Revenue 2014: $681,816Expenses 2014: $670,017Net Income 2014: $11,7992014Revenue 2015: $872,304Expenses 2015: $630,511Net Income 2015: $241,7932015Revenue 2016: $696,515Expenses 2016: $640,617Net Income 2016: $55,8982016Revenue 2017: $866,366Expenses 2017: $897,977Net Income 2017: -$31,6112017Revenue 2018: $1,210,282Expenses 2018: $1,133,961Net Income 2018: $76,3212018Revenue 2019: $1,270,694Expenses 2019: $1,290,204Net Income 2019: -$19,5102019Revenue 2020: $1,611,317Expenses 2020: $1,442,123Net Income 2020: $169,1942020Revenue 2021: $1,323,002Expenses 2021: $1,367,772Net Income 2021: -$44,7702021Revenue 2022: $2,065,555Expenses 2022: $1,952,729Net Income 2022: $112,8262022Revenue 2023: $2,776,987Expenses 2023: $2,386,004Net Income 2023: $390,9832023Revenue 2024: $3,400,154Expenses 2024: $3,337,121Net Income 2024: $63,0332024Revenue 2025: $3,625,456Expenses 2025: $3,316,448Net Income 2025: $309,0082025

Highlighted filing

2023

Revenue$2,776,987
Expenses$2,386,004
Net Income$390,983
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$2,776,987
Mission and Program Overview

Mission

Providing education for grades kindergarten through twelfth grade and childcare for ages six months to four years.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$713,983$1,029,005▲ $315,022
Land, Buildings, and Equipment, Net$76,406$103,868▲ $27,462
Accounts Receivable-$10,512-
Savings and Temporary Cash Investments-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$838,571$1,356,239▲ $517,668
Other Assets Total$48,182$212,854▲ $164,672
Liabilities
Other Liabilities$523,200$705,573▲ $182,373
Accounts Payable and Accrued Expenses$15,658$33,971▲ $18,313
Unsecured Notes Loans Payable$12,500--
Total Liabilities$551,358$739,544▲ $188,186
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$287,213$616,695▲ $329,482
Total Net Assets Fund Balance$287,213$616,695▲ $329,482
Total Liabilities and Net Assets / Fund Balance$838,571$1,356,239▲ $517,668

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$93,868$38,527$132,395
Other Land Buildings$10,000$28,733$38,733
Other Assets Org$204,854--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
India French-AdamsHead of SchoolFT$100,336$5,384$105,720

Board Members and Trustees

NameTitle
Donald BowenPresident
Sally RazackVice President
Carole KrugDirector
Steve KrepsDirector
Sue GraichenDirector
Denise OwensSecretary
Ashley SherrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,041
Program Service Revenue
$2,772,723
Investment Income
$0
Other Revenue
$1,223
All Other Contributions
$3,041
Change in Net Assets
$390,983

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,686,300
Revenue Not Reported on Financial Statements
$90,687
Other Revenue Adjustments
$90,687
Total Revenue per Audited Statements
$2,686,300
Total Revenue per Form 990
$2,776,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,369,623
Other Expenses$925,694
Grants and Similar Amounts Paid$90,687
Total Fundraising Expense$1,466
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,048,179$42,078-$1,090,257
Occupancy$310,659$16,350-$327,009
All Other Expenses$9,642$140,679$1,466$151,787
Current Officers, Directors, Trustees, and Key Employees$95,148$10,572-$105,720
Other Employee Benefits$94,650$4,359-$99,009
Grants to Domestic Individuals$90,687--$90,687
Insurance$63,738$13,137-$76,875
Payroll Taxes$71,351$3,286-$74,637
Other Expenses$18,421$24,630-$43,051
Fees for Services Other$333$25,255-$25,588
Depreciation Depletion$7,507$395-$7,902
Office Expenses-$5,511-$5,511
Travel$2,463--$2,463
Total Functional Expenses$2,098,286$286,252$1,466$2,386,004

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,386,004
Expenses per Audited Statements$2,295,317
Total Expenses per Audited Statements$2,295,317
Expenses Not Reported on Financial Statements$90,687
Other Expense Adjustments$90,687
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Tuition$484,360
Right-of-use liability$221,213
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Phoenix Montessori Academy
EIN
83-0397635
Phone
7048927536
Address
12340 Mount Holly Huntersville Road, Huntersville, NC 28078

Signing Officer

Name
Ashley Sherrill
Title
Treasurer
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
India French-Adams
Formed
2004
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
29
Volunteers
8

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Garrett Summers
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Scholarships $90687”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Scholarships $90687”

Raw XML AppendixShowing 400 of 455 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/OtherExpensesGrp/Desc3Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024630
IRS990/OtherExpensesGrp/ProgramServicesAmt0150814
IRS990/OtherExpensesGrp/ProgramServicesAmt174501
IRS990/OtherExpensesGrp/ProgramServicesAmt260193
IRS990/OtherExpensesGrp/ProgramServicesAmt318421
IRS990/OtherExpensesGrp/TotalAmt0150814
IRS990/OtherExpensesGrp/TotalAmt174501
IRS990/OtherExpensesGrp/TotalAmt260193
IRS990/OtherExpensesGrp/TotalAmt343051
IRS990/OtherLiabilitiesGrp/BOYAmt0523200
IRS990/OtherLiabilitiesGrp/EOYAmt0705573
IRS990/OtherRevenueMiscGrp/Desc0Other
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01223
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01223
IRS990/OtherRevenueTotalAmt01223
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042078
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01048179
IRS990/OtherSalariesAndWagesGrp/TotalAmt01090257
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03286
IRS990/PayrollTaxesGrp/ProgramServicesAmt071351
IRS990/PayrollTaxesGrp/TotalAmt074637
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0India French-Adams
IRS990/PriorPeriodAdjustmentsAmt0-61501
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02772723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02772723
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01663
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0894072
IRS990/PYOtherRevenueAmt05431
IRS990/PYProgramServiceRevenueAmt02058461
IRS990/PYRevenuesLessExpensesAmt0112826
IRS990/PYSalariesCompEmpBnftPaidAmt01058657
IRS990/PYTotalExpensesAmt01952729
IRS990/PYTotalRevenueAmt02065555
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0390983
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02682036
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt093868
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038527
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0132395
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt090687
IRS990ScheduleD/ExpensesSubtotalAmt02295317
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1204854
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Facts Deposits
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Rent Deposit
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Right-of-use asset
IRS990ScheduleD/OtherExpensesNotIncludedAmt090687
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028733
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0484360
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1221213
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Prepaid Tuition
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Right-of-use liability
IRS990ScheduleD/OtherRevenuesNotIncludedAmt090687
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt090687
IRS990ScheduleD/RevenueSubtotalAmt02686300
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Scholarships $90687
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Scholarships $90687
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0103868
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0212854
IRS990ScheduleD/TotalExpensesPerForm990Amt02386004
IRS990ScheduleD/TotalLiabilityAmt0705573
IRS990ScheduleD/TotalRevenuePerForm990Amt02776987
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02686300
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02295317
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Phoenix Montessori Academy fully embraces diversity as a core value. The school does not discriminate against employees, applicants or students on the basis of race, religion, national or ethnic orgin in its hiring practices or administration of its educational and admissions policies or any school-administered programs.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt090687
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0838571
IRS990/TotalAssetsEOYAmt01356239
IRS990/TotalAssetsGrp/BOYAmt0838571
IRS990/TotalAssetsGrp/EOYAmt01356239
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03041
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01466
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0286252
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02098286
IRS990/TotalFunctionalExpensesGrp/TotalAmt02386004
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0551358
IRS990/TotalLiabilitiesEOYAmt0739544
IRS990/TotalLiabilitiesGrp/BOYAmt0551358
IRS990/TotalLiabilitiesGrp/EOYAmt0739544
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0287213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0616695
IRS990/TotalOtherCompensationAmt05384
IRS990/TotalProgramServiceExpensesAmt02098286

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,356,239
Liabilities
$739,544
Net assets
$616,695
Revenue
$2,776,987
Expenses
$2,386,004
Net income
$390,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.1$23.1$0.99$3.63$3.32$0.31
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.52$0.68$3.40$3.34$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.74$0.62$2.78$2.39$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.55$0.29$2.07$1.95$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.32$0.17$1.32$1.37$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.12$0.22$1.61$1.44$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.41$0.05$1.27$1.29$0.02
2018Summary only. Only limited summary data is available for this year.$0.32$0.25$0.07$1.21$1.13$0.08
2017Summary only. Only limited summary data is available for this year.$0.33$0.34$0.01$0.87$0.90$0.03
2016Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.70$0.64$0.06
2015Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.87$0.63$0.24
2014Summary only. Only limited summary data is available for this year.$0.14$0.21$0.07$0.68$0.67$0.01
2013Summary only. Only limited summary data is available for this year.$0.15$0.23$0.08$0.73$0.71$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.25$0.11$0.64
2011Summary only. Only limited summary data is available for this year.$0.17$0.27$0.09$0.69$0.76$0.07