Civic Intelligence

The Santa Fe Symphony Orchestra & Chorus Inc

990 • Fiscal year 2018 • EIN 85-0331684

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.SANTAFESYMPHONY.ORG
301 Griffin StreetSanta Fe, NM 87501

(505) 983-3530

Siviq Scores

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

Liabilities / Assets

69th percentile

0.27x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.06x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$80,070

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

3rd percentile

-34%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-0.1%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$307,041

Down $156,865 (-34%) from 2017

Net Assets

Up

$224,983

Up $39,510 (+21%) from 2017

Liabilities

Down

$82,058

Down $196,375 (-71%) from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin50th percentile

Revenue

Down

$1,336,112

Down $1,011 (-0.1%) from 2017

Expenses

Up

$1,296,602

Up $6,166 (+0.5%) from 2017

Net Income

Down

$39,510

Down $7,177 (-15%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $316,195Liabilities 2011: $49,108Net Assets 2011: $267,0872011Assets 2012: $205,420Liabilities 2012: $30,126Net Assets 2012: $175,2942012Assets 2013: $229,181Liabilities 2013: $17,820Net Assets 2013: $211,3612013Assets 2014: $128,890Liabilities 2014: $66,022Net Assets 2014: $62,8682014Assets 2015: $149,157Liabilities 2015: $103,083Net Assets 2015: $46,0742015Assets 2016: $299,601Liabilities 2016: $160,815Net Assets 2016: $138,7862016Assets 2017: $463,906Liabilities 2017: $278,433Net Assets 2017: $185,4732017Assets 2018: $307,041Liabilities 2018: $82,058Net Assets 2018: $224,9832018Assets 2019: $484,498Liabilities 2019: $243,182Net Assets 2019: $241,3162019Assets 2020: $462,346Liabilities 2020: $278,857Net Assets 2020: $183,4892020Assets 2021: $1,008,927Liabilities 2021: $359,311Net Assets 2021: $649,6162021Assets 2022: $739,232Liabilities 2022: $132,178Net Assets 2022: $607,0542022Assets 2023: $834,669Liabilities 2023: $332,270Net Assets 2023: $502,3992023Assets 2024: $924,689Liabilities 2024: $333,202Net Assets 2024: $591,4872024

Highlighted filing

2018

Assets$307,041
Liabilities$82,058
Net Assets$224,983
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $992,950Expenses 2011: $1,039,705Net Income 2011: -$46,7552011Revenue 2012: $901,373Expenses 2012: $993,166Net Income 2012: -$91,7932012Expenses 2013: $1,105,0012013Revenue 2014: $1,117,398Expenses 2014: $1,253,783Net Income 2014: -$136,3852014Revenue 2015: $1,175,529Expenses 2015: $1,192,323Net Income 2015: -$16,7942015Revenue 2016: $1,158,236Expenses 2016: $1,065,524Net Income 2016: $92,7122016Revenue 2017: $1,337,123Expenses 2017: $1,290,436Net Income 2017: $46,6872017Revenue 2018: $1,336,112Expenses 2018: $1,296,602Net Income 2018: $39,5102018Revenue 2019: $1,484,973Expenses 2019: $1,468,640Net Income 2019: $16,3332019Revenue 2020: $1,448,384Expenses 2020: $1,406,211Net Income 2020: $42,1732020Revenue 2021: $1,681,988Expenses 2021: $1,253,773Net Income 2021: $428,2152021Revenue 2022: $1,640,737Expenses 2022: $1,645,386Net Income 2022: -$4,6492022Revenue 2023: $1,512,996Expenses 2023: $1,617,651Net Income 2023: -$104,6552023Revenue 2024: $1,811,381Expenses 2024: $1,722,293Net Income 2024: $89,0882024

Highlighted filing

2018

Revenue$1,336,112
Expenses$1,296,602
Net Income$39,510
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$1,498,000
Mission and Program Overview

Mission

To be a year-round regional cultural resource, engaging, inspiring, and enriching audiences of all ages and cultures by offering performances of the highest professional quality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$205,946$244,765▲ $38,819
Cash and Non-Interest-Bearing Accounts$145,552--
Pledges and Grants Receivable$13,000$26,000▲ $13,000
Intangible Assets$25,839$23,960▼ $1,879
Land, Buildings, and Equipment, Net$6,746$5,044▼ $1,702
Accounts Receivable$57,602$4,777▼ $52,825
Prepaid Expenses and Deferred Charges$9,221$2,495▼ $6,726
Total Assets$463,906$307,041▼ $156,865
Liabilities
Deferred Revenue$72,323--
Other Liabilities$54,840$41,740▼ $13,100
Accounts Payable and Accrued Expenses$151,270$40,318▼ $110,952
Total Liabilities$278,433$82,058▼ $196,375
Net Assets / Fund Balance
Unrestricted Net Assets$185,473$224,983▲ $39,510
Total Net Assets Fund Balance$185,473$224,983▲ $39,510
Total Liabilities and Net Assets / Fund Balance$463,906$307,041▼ $156,865

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,557$39,747$42,304
Equipment$2,487$31,294$33,781

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$146,596-▲ $3,078-$149,894
2016$144,044-▲ $9,420$-6,868$146,596
2015$96,663$50,000▼ $2,619-$144,044
2014$96,032-▲ $631-$96,663
2013$86,545-▲ $9,487-$96,032
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory W HeltmanFounder & ExFT$77,881$2,189$80,070

Board Members and Trustees

NameTitle
Frank HirschPresident
Alan Mar PhdDirector
Anne EisfellerDirector
Byron HerringtonDirector
Elliot SternDirector
Emily ErbDirector
Everett Zlatoff-mirskyDirector
James R Webster JrDirector
Ken DeanDirector
Laurie RossiDirector
Michael DawsonDirector
Perry Andrews IiiDirector
Richard Rudman MdDirector
Suzanne M TimbleDirector
Teresa PierceDirector
R Michael ListChorus Rep
Mark JohnsonSecretary
Gerald ColeTreasurer
Dr Penelope Penland EddVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$952,920
Program Service Revenue
$394,469
Investment Income
$491
Other Revenue
$-11,768
All Other Contributions
$821,194
Change in Net Assets
$39,510

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table202$100,340Fair Value
Securities Miscellaneous1$15,655-
Total Noncash Contributions203$115,995-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,336,112
Revenue Not Reported on Form 990
$147,778
Total Revenue per Audited Statements
$1,483,890
Total Revenue per Form 990
$1,336,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$841,916
Other Expenses$454,686
Total Fundraising Expense$176,103
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$592,468$45,550$56,937$694,955
Occupancy$85,014$11,640$11,640$108,294
Advertising$87,326--$87,326
Current Officers, Directors, Trustees, and Key Employees$35,163$18,346$22,933$76,442
Payroll Taxes$42,772$6,358$8,670$57,800
Office Expenses$17,822$9,383$17,822$45,027
Fees for Services Accounting$14,582$14,582$14,582$43,746
Insurance$7,058$7,058$7,058$21,174
Travel$15,858--$15,858
Other Employee Benefits$9,412$1,399$1,908$12,719
Other Expenses$3,640$3,542$3,542$10,724
All Other Expenses$7,916--$7,916
Fees for Services Other$1,423$1,423$1,423$4,269
Depreciation Depletion-$3,580-$3,580
Interest-$1,466-$1,466
Total Functional Expenses$996,059$124,440$176,103$1,296,602

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,378,882
Expenses per Audited Statements$1,296,602
Total Expenses per Form 990$1,296,602
Expenses Not Reported on Form 990$82,280
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$161,888
Fundraising Gross Income$145,672
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$195,552$99,487$99,580$-93
Home for the Ho$50,460$46,185$7,897$38,288
Total Events$246,012$145,672$161,888$-16,216
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Foundation Loan$41,740
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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

“A draft of the 990 information return was provided to the executive and finance committees electronically and comments were solicited prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“Board of directors reviews and approves compensation annually.”

Form 990, Page 6, Part VI, Line 15B

“The operations manager incorporates compensation information into the annual budget and the board of directors reviews and approves the compensation information in conjunction with review of the annual budget.”

Form 990, Page 6, Part VI, Line 19

“Documents are kept at the office and are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Santa Fe Symphony
EIN
85-0331684
Phone
5059833530
Address
301 GRIFFIN STREET, SANTA FE, NM 87501

Signing Officer

Name
Daniel Crupi
Title
Executive Director
Phone
5059833530
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Crupi
Formed
1984
Legal Domicile
Nm
Voting Board Members
19
Independent Board Members
19
Employees
140
Volunteers
115

Preparer

Firm
Loftis Group LLC
Address
4811 HARDWARE RD NE STE E-4, ALBUQUERQUE, NM 87109-2023
Preparer
Frank T Lovato
Phone
5052935009
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net change in beneficial interest in foundation 65,498 net change in beneficial interest in foundation -65,498”

Financial Statement Notes

Schedule D, Page 3, Part X

“The financial accounting standards board (fasb) issued fasb asc 740-10, accounting for uncertainty in income taxes, which provides guidance on how to measure and account for various tax positions. The santa fe symphony orchestra and chorus inc. (the "symphony") determined no material unrecognized tax benefits or liabilites exist as of june 30, 2018 and 2017. As of june 30, 2018 and 2017, the symphony had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The symphony does not anticipate any significant changes related to unrecognized tax benefits.”

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

“Net change in beneficial interest in foundation 65,498”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDER & EX
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHORUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
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IRS990/InsuranceGrp/FundraisingAmt07058
IRS990/InsuranceGrp/ManagementAndGeneralAmt07058
IRS990/InsuranceGrp/ProgramServicesAmt07058
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IRS990/IntangibleAssetsGrp/EOYAmt023960
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt05044
IRS990/LandBldgEquipCostOrOtherBssAmt076085
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO BE A YEAR-ROUND REGIONAL CULTURAL RESOURCE, ENGAGING, INSPIRING, AND ENRICHING AUDIENCES OF ALL AGES AND CULTURES BY OFFERING PERFORMANCES OF THE HIGHEST PROFESSIONAL QUALITY.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt0-3468
IRS990/NoncashContributionsAmt0115995
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IRS990/OccupancyGrp/ManagementAndGeneralAmt011640
IRS990/OccupancyGrp/ProgramServicesAmt085014
IRS990/OccupancyGrp/TotalAmt0108294
IRS990/OfficeExpensesGrp/FundraisingAmt017822
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09383
IRS990/OfficeExpensesGrp/ProgramServicesAmt017822
IRS990/OfficeExpensesGrp/TotalAmt045027
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01908
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01399
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09412
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IRS990/OtherExpensesGrp/Desc0DIRECT CONCERT
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2PROG BOOK-PROGRAM RELATED
IRS990/OtherExpensesGrp/Desc3OTHER
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IRS990/OtherExpensesGrp/FundraisingAmt13542
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0113
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IRS990/OtherExpensesGrp/ProgramServicesAmt1224
IRS990/OtherExpensesGrp/ProgramServicesAmt223046
IRS990/OtherExpensesGrp/ProgramServicesAmt33640
IRS990/OtherExpensesGrp/TotalAmt052335
IRS990/OtherExpensesGrp/TotalAmt129925
IRS990/OtherExpensesGrp/TotalAmt223046
IRS990/OtherExpensesGrp/TotalAmt310724
IRS990/OtherLiabilitiesGrp/BOYAmt054840
IRS990/OtherLiabilitiesGrp/EOYAmt041740
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc034TH SEASON
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04448
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt04448
IRS990/OtherRevenueTotalAmt04448
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt056937
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045550
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0592468
IRS990/OtherSalariesAndWagesGrp/TotalAmt0694955
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt08670
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06358
IRS990/PayrollTaxesGrp/ProgramServicesAmt042772
IRS990/PayrollTaxesGrp/TotalAmt057800
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt013000
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0DANIEL CRUPI
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0715145
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0462
IRS990/PYOtherExpensesAmt0506349
IRS990/PYOtherRevenueAmt038184
IRS990/PYProgramServiceRevenueAmt0583332
IRS990/PYRevenuesLessExpensesAmt046687
IRS990/PYSalariesCompEmpBnftPaidAmt0784087
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IRS990/PYTotalRevenueAmt01337123
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0684593
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0462
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0381
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt023653
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt038079

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,041
Liabilities
$82,058
Net assets
$224,983
Revenue
$1,336,112
Expenses
$1,296,602
Net income
$39,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.33$0.59$1.81$1.72$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.33$0.50$1.51$1.62$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.13$0.61$1.64$1.65$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.36$0.65$1.68$1.25$0.43
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.28$0.18$1.45$1.41$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.24$0.24$1.48$1.47$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.08$0.22$1.34$1.30$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.28$0.19$1.34$1.29$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.16$0.14$1.16$1.07$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.10$0.05$1.18$1.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.07$0.06$1.12$1.25$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.02$0.21$1.11
2012Summary only. Only limited summary data is available for this year.$0.21$0.03$0.18$0.90$0.99$0.09
2011Summary only. Only limited summary data is available for this year.$0.32$0.05$0.27$0.99$1.04$0.05