Civic Intelligence

The Hartley House

990 • Fiscal year 2014 • EIN 85-0272232

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

900 Main StreetClovis, NM 88101

(575) 762-0050

Siviq Scores

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

Liabilities / Assets

70th percentile

0.29x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.24x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Net Margin

61st percentile

4.7%

Higher net margin than 61% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$49,373

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Asset Growth

60th percentile

5.2%

Faster asset growth than 60% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$447,539

Up $22,119 (+5.2%) from 2013

Net Assets

Up

$319,980

Up $25,313 (+8.6%) from 2013

Liabilities

Down

$127,559

Down $3,194 (-2.4%) from 2013

Revenue

$535,052

No earlier filing loaded for comparison.

Expenses

Up

$509,739

Up $39,524 (+8.4%) from 2013

Net Income

$25,313

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $463,623Liabilities 2011: $147,254Net Assets 2011: $316,3692011Assets 2012: $453,837Liabilities 2012: $138,547Net Assets 2012: $315,2902012Assets 2013: $425,420Liabilities 2013: $130,753Net Assets 2013: $294,6672013Assets 2014: $447,539Liabilities 2014: $127,559Net Assets 2014: $319,9802014Assets 2015: $397,846Liabilities 2015: $110,307Net Assets 2015: $287,5392015Assets 2016: $432,950Liabilities 2016: $103,327Net Assets 2016: $329,6232016Assets 2017: $434,174Liabilities 2017: $90,228Net Assets 2017: $343,9462017Assets 2018: $509,974Liabilities 2018: $83,185Net Assets 2018: $426,7892018Assets 2019: $483,605Liabilities 2019: $60,521Net Assets 2019: $423,0842019Assets 2020: $615,973Liabilities 2020: $51,825Net Assets 2020: $564,1482020Assets 2021: $803,922Liabilities 2021: $34,130Net Assets 2021: $769,7922021Assets 2022: $808,347Liabilities 2022: $6,969Net Assets 2022: $801,3782022Assets 2024: $819,248Liabilities 2024: $23,572Net Assets 2024: $795,6762024

Highlighted filing

2014

Assets$447,539
Liabilities$127,559
Net Assets$319,980

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $465,7772011Expenses 2012: $456,3312012Expenses 2013: $470,2152013Revenue 2014: $535,052Expenses 2014: $509,739Net Income 2014: $25,3132014Revenue 2015: $495,805Expenses 2015: $528,683Net Income 2015: -$32,8782015Revenue 2016: $528,341Expenses 2016: $486,198Net Income 2016: $42,1432016Revenue 2017: $530,860Expenses 2017: $516,537Net Income 2017: $14,3232017Revenue 2018: $592,491Expenses 2018: $509,648Net Income 2018: $82,8432018Revenue 2019: $534,116Expenses 2019: $537,562Net Income 2019: -$3,4462019Revenue 2020: $720,261Expenses 2020: $579,013Net Income 2020: $141,2482020Revenue 2021: $786,826Expenses 2021: $602,524Net Income 2021: $184,3022021Revenue 2022: $610,482Expenses 2022: $580,385Net Income 2022: $30,0972022Revenue 2024: $835,995Expenses 2024: $800,602Net Income 2024: $35,3932024

Highlighted filing

2014

Revenue$535,052
Expenses$509,739
Net Income$25,313
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 3, 2014
Return Version
2013v3.1
Gross Receipts
$552,517
Mission and Program Overview

Mission

The mission of the hartley house, a dedicated group of individuals working with the community, is to end the epidemic of domestic violence by providing physical and emotional refuge and advocating freedom from violence through education, intervention and treatment.

To provide shelter and other services to victims of domestic violence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$234,338$233,760▼ $578
Cash and Non-Interest-Bearing Accounts$158,556$207,560▲ $49,004
Pledges and Grants Receivable$30,393$3,162▼ $27,231
Savings and Temporary Cash Investments$2,133$3,057▲ $924
Total Assets$425,420$447,539▲ $22,119
Liabilities
Mortgage Notes Payable Secured by Investment Property$128,168$118,213▼ $9,955
Accounts Payable and Accrued Expenses$2,585$9,346▲ $6,761
Total Liabilities$130,753$127,559▼ $3,194
Net Assets / Fund Balance
Unrestricted Net Assets$294,667$319,980▲ $25,313
Total Net Assets Fund Balance$294,667$319,980▲ $25,313
Total Liabilities and Net Assets / Fund Balance$425,420$447,539▲ $22,119

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$165,921$64,148$230,069
Other Land Buildings$20,314$61,839$82,153
Equipment$2,525$63,686$66,211
Land$45,000-$45,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Donna K HortonExecutive DiFT$49,373$49,373

Board Members and Trustees

NameTitle
Terri MarneyPresident
Cheri GillenBoard Member
Cristi LuberaBoard Member
Janice JonesBoard Member
Jean MastersBoard Member
Kris VigilBoard Member
Lance PyleBoard Member
Lane ReddingBoard Member
Laura TalbertBoard Member
Meredith ArthBoard Member
Paul CroweBoard Member
Rakel CockrellBoard Member
Sabra SmithBoard Member
Twila RutterBoard Member
Barbara BrianSecretary
Candyce PhelpsTreasurer
Sarah WernerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$516,777
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$18,275
All Other Contributions
$65,319
Change in Net Assets
$25,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$535,052
Revenue Not Reported on Form 990
$29,465
Total Revenue per Audited Statements
$564,517
Total Revenue per Form 990
$535,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$403,293
Other Expenses$106,446
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$251,672$33,476-$285,148
Current Officers, Directors, Trustees, and Key Employees$43,577$5,796-$49,373
Other Employee Benefits$35,921$4,778-$40,699
Payroll Taxes$24,777$3,296-$28,073
Occupancy$21,002$1,490-$22,492
Insurance$14,115$1,904-$16,019
Depreciation Depletion$3,261$7,644-$10,905
Fees for Services Accounting-$9,602-$9,602
Interest-$7,938-$7,938
Travel$5,615$765-$6,380
Other Expenses$2,254$777-$2,254
Advertising$1,336$182-$1,518
Conferences and Meetings$1,329$181-$1,510
All Other Expenses$262$774-$1,036
Office Expenses$434$59-$493
Total Functional Expenses$430,023$79,716$0$509,739

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$539,204
Expenses per Audited Statements$509,739
Total Expenses per Form 990$509,739
Expenses Not Reported on Form 990$29,465
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,740
Fundraising Direct Expenses$17,465
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$35,740$35,740$17,465$18,275
Total Events$35,740$35,740$17,465$18,275
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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, Page 6, Part VI, Line 11B

No review by the organization, but review is conducted by cpa firm preparing form 990.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

EIN
85-0272232
Phone
5757620050

Signing Officer

Name
Donna Horton
Title
Executive Director
Phone
5757620050
Signed
2014-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Horton
Formed
1979
Legal Domicile
Nm
Voting Board Members
17
Independent Board Members
17
Employees
20
Volunteers
6

Preparer

Preparer
Jack Kirkland
Phone
5757692841
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Fundraising expenses taken against income 17,465 fundraising expenses taken against income -17,465

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses taken against income 17,465

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses taken against income 17,465

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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SHELTER AND OTHER SERVICES TO VICTIMS OF DOMESTIC VIOLENCE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0128168
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0118213
IRS990/NetAssetsOrFundBalancesBOYAmt0294667
IRS990/NetAssetsOrFundBalancesEOYAmt0319980
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018275
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01490
IRS990/OccupancyGrp/ProgramServicesAmt021002
IRS990/OccupancyGrp/TotalAmt022492
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt059
IRS990/OfficeExpensesGrp/ProgramServicesAmt0434
IRS990/OfficeExpensesGrp/TotalAmt0493
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04778
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt035921
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040699
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3CLIENT SUPPORT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01054
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1777
IRS990/OtherExpensesGrp/ProgramServicesAmt011039
IRS990/OtherExpensesGrp/ProgramServicesAmt17730
IRS990/OtherExpensesGrp/ProgramServicesAmt25699
IRS990/OtherExpensesGrp/ProgramServicesAmt32254
IRS990/OtherExpensesGrp/TotalAmt011039
IRS990/OtherExpensesGrp/TotalAmt18784
IRS990/OtherExpensesGrp/TotalAmt26476
IRS990/OtherExpensesGrp/TotalAmt32254
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033476
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0251672
IRS990/OtherSalariesAndWagesGrp/TotalAmt0285148
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03296
IRS990/PayrollTaxesGrp/ProgramServicesAmt024777
IRS990/PayrollTaxesGrp/TotalAmt028073
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030393
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03162
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DONNA HORTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0432749
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt096264
IRS990/PYOtherRevenueAmt016845
IRS990/PYRevenuesLessExpensesAmt0-20621
IRS990/PYSalariesCompEmpBnftPaidAmt0373951
IRS990/PYTotalExpensesAmt0470215
IRS990/PYTotalRevenueAmt0449594
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt025313
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0516777
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02133
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03057
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER INCOME 425
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0516777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0432749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0430345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0470197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0519647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02369715
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt035740
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0245
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0180
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0425
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99810
IRS990ScheduleA/PublicSupportTotal170Amt02369715
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0516777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0432749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0430345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0470197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0519647
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02369715
IRS990ScheduleA/TotalSupportAmt02370182
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0165921
IRS990ScheduleD/BuildingsGrp/DepreciationAmt064148
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0230069
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012000
IRS990ScheduleD/DonatedServicesUseFcltsAmt012000
IRS990ScheduleD/EquipmentGrp/BookValueAmt02525
IRS990ScheduleD/EquipmentGrp/DepreciationAmt063686
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt066211
IRS990ScheduleD/ExpensesNotReportedAmt029465
IRS990ScheduleD/ExpensesSubtotalAmt0509739
IRS990ScheduleD/LandGrp/BookValueAmt045000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt045000
IRS990ScheduleD/OtherExpensesIncludedAmt017465
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020314
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061839
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt082153
IRS990ScheduleD/OtherRevenueAmt017465
IRS990ScheduleD/RevenueNotReportedAmt029465
IRS990ScheduleD/RevenueSubtotalAmt0535052
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES TAKEN AGAINST INCOME 17,465
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES TAKEN AGAINST INCOME 17,465
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0233760
IRS990ScheduleD/TotalExpensesPerForm990Amt0509739
IRS990ScheduleD/TotalRevenuePerForm990Amt0535052
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0564517
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0539204
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035740
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISING - V
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018275
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017465
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017465
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW BY THE ORGANIZATION, BUT REVIEW IS CONDUCTED BY CPA FIRM PREPARING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.19$0.24$7.96$8.36$8.01$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.07$8.01$6.10$5.80$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.04$0.34$7.70$7.87$6.03$1.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.52$5.64$7.20$5.79$1.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.61$4.23$5.34$5.38$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.83$4.27$5.92$5.10$0.83
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.90$3.44$5.31$5.17$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.33$1.03$3.30$5.28$4.86$0.42
2015Detailed filing. Detailed filing data is available for this year.$3.98$1.10$2.88$4.96$5.29$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.48$1.28$3.20$5.35$5.10$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$1.31$2.95$4.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$1.39$3.15$4.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.64$1.47$3.16$4.66