Civic Intelligence

Intermountain Donor Services

990 • Fiscal year 2016 • EIN 87-0447660

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

230 South 500 East Ste 490Salt Lake City, UT 84102-2047

(801) 521-1755

Siviq Scores

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

Liabilities / Assets

56th percentile

0.29x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.10x

Higher debt load relative to revenue than 28% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

33rd percentile

-0.9%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

11th percentile

-8.0%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-8.8%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$6,883,457

Down $594,772 (-8.0%) from 2015

Net Assets

Down

$4,866,617

Down $179,774 (-3.6%) from 2015

Liabilities

Down

$2,016,840

Down $414,998 (-17%) from 2015

Revenue

Down

$19,801,486

Down $1,913,976 (-8.8%) from 2015

Expenses

Down

$19,988,786

Down $694,744 (-3.4%) from 2015

Net Income

Down

-$187,300

Down $1,219,232 (-118%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $4,862,500Liabilities 2010: $1,361,842Net Assets 2010: $3,500,6582010Assets 2011: $5,515,735Liabilities 2011: $1,506,040Net Assets 2011: $4,009,6952011Assets 2012: $6,495,411Liabilities 2012: $2,014,702Net Assets 2012: $4,480,7092012Assets 2013: $6,133,214Liabilities 2013: $2,141,524Net Assets 2013: $3,991,6902013Assets 2014: $6,487,341Liabilities 2014: $2,475,646Net Assets 2014: $4,011,6952014Assets 2015: $7,478,229Liabilities 2015: $2,431,838Net Assets 2015: $5,046,3912015Assets 2016: $6,883,457Liabilities 2016: $2,016,840Net Assets 2016: $4,866,6172016Assets 2017: $8,055,593Liabilities 2017: $2,446,201Net Assets 2017: $5,609,3922017Assets 2018: $10,412,418Liabilities 2018: $2,816,526Net Assets 2018: $7,595,8922018Assets 2019: $14,319,917Liabilities 2019: $5,573,807Net Assets 2019: $8,746,1102019Assets 2020: $18,684,732Liabilities 2020: $6,763,369Net Assets 2020: $11,921,3632020Assets 2021: $24,218,809Liabilities 2021: $8,143,616Net Assets 2021: $16,075,1932021Assets 2022: $23,970,411Liabilities 2022: $8,134,639Net Assets 2022: $15,835,7722022Assets 2023: $28,873,428Liabilities 2023: $9,768,571Net Assets 2023: $19,104,8572023Assets 2024: $33,939,052Liabilities 2024: $10,526,249Net Assets 2024: $23,412,8032024

Highlighted filing

2016

Assets$6,883,457
Liabilities$2,016,840
Net Assets$4,866,617

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $10,710,4812010Expenses 2011: $12,042,7772011Expenses 2012: $13,293,2792012Expenses 2013: $15,364,9392013Revenue 2014: $17,762,027Expenses 2014: $17,704,088Net Income 2014: $57,9392014Revenue 2015: $21,715,462Expenses 2015: $20,683,530Net Income 2015: $1,031,9322015Revenue 2016: $19,801,486Expenses 2016: $19,988,786Net Income 2016: -$187,3002016Revenue 2017: $22,491,726Expenses 2017: $21,836,023Net Income 2017: $655,7032017Revenue 2018: $27,713,799Expenses 2018: $25,796,179Net Income 2018: $1,917,6202018Revenue 2019: $26,024,328Expenses 2019: $24,912,192Net Income 2019: $1,112,1362019Revenue 2020: $29,635,255Expenses 2020: $26,480,736Net Income 2020: $3,154,5192020Revenue 2021: $35,556,725Expenses 2021: $31,721,958Net Income 2021: $3,834,7672021Revenue 2022: $38,584,313Expenses 2022: $38,471,744Net Income 2022: $112,5692022Revenue 2023: $51,784,276Expenses 2023: $48,805,789Net Income 2023: $2,978,4872023Revenue 2024: $60,953,937Expenses 2024: $56,854,231Net Income 2024: $4,099,7062024

Highlighted filing

2016

Revenue$19,801,486
Expenses$19,988,786
Net Income-$187,300
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$20,403,261
Mission and Program Overview

Mission

Donorconnect provides high quality organ and tissue procurement services to medical professionals in utah, southeastern idaho and western wyoming, and actively educates professionals and the public on the benefits of organ donation.

Ids provides high quality organ and tissue procurement services to medical professionals in utah, southeastern idaho and western wyoming, and actively educates professionals and the public on the benefits of organ donation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$3,464,518$3,194,345▼ $270,173
Savings and Temporary Cash Investments$1,868,902$2,032,953▲ $164,051
Investments in Publicly Traded Securities$1,510,018$1,067,689▼ $442,329
Land, Buildings, and Equipment, Net$277,441$287,412▲ $9,971
Prepaid Expenses and Deferred Charges$162,065$157,991▼ $4,074
Inventories for Sale or Use$189,987$138,422▼ $51,565
Intangible Assets$1,980$841▼ $1,139
Cash and Non-Interest-Bearing Accounts$250$250→ $0
Total Assets$7,478,229$6,883,457▼ $594,772
Other Assets Total$3,068$3,554▲ $486
Liabilities
Accounts Payable and Accrued Expenses$2,414,807$2,007,038▼ $407,769
Deferred Revenue$17,031$9,802▼ $7,229
Total Liabilities$2,431,838$2,016,840▼ $414,998
Net Assets / Fund Balance
Unrestricted Net Assets$5,046,391$4,866,617▼ $179,774
Total Net Assets Fund Balance$5,046,391$4,866,617▼ $179,774
Total Liabilities and Net Assets / Fund Balance$7,478,229$6,883,457▼ $594,772

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$225,666$364,137$589,803
Other Land Buildings$30,861$161,071$191,932
Leasehold Improvements$30,885$20,693$51,578
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy C SchmidtPresidentFT$214,408$36,616$251,024
Charles ZollingerDirector-orgFT$157,384$31,035$188,419
Charles ZollingerDirector-organs-$157,384$31,035$188,419
Scott McdonaldDirector - TissueFT$135,877$28,440$164,317
Michael IngrahamOrgan RecoveFT$134,857$26,633$161,490
Michael IngrahamOrgan Recovery Cord.-$134,857$26,633$161,490
Barbara FolauSurgical RecFT$134,420$22,745$157,165
Barbara FolauSurgical Recovery Co-$134,420$22,745$157,165
Gregory RussellOrgan RecoveFT$125,286$25,694$150,980
Gregory RussellOrgan Recovery Cord-$125,286$25,694$150,980
Melissa LloydCFOFT$113,809$23,848$137,657
Diane Alonso MdMedical DirectorPT$30,084-$30,084

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Shiro FujitaOrgan Recovery5171 S COTTONWOOD 650, Murray, UT 84107$119,050
Dr Diane AlonsoOrgan Recovery5171 S COTTONWOOD 650, Murray, UT 84107$105,650
Revenue and Support

Revenue Composition

Contributions and Grants
$283,518
Program Service Revenue
$19,496,086
Investment Income
$11,540
Other Revenue
$10,342
All Other Contributions
$269,468
Change in Net Assets
$-187,300

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,801,486
Revenue Not Reported on Form 990
$8,819
Total Revenue per Audited Statements
$19,810,305
Total Revenue per Form 990
$19,801,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,891,220
Salaries, Compensation, and Employee Benefits$6,097,566
Total Fundraising Expense$5,386
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,505,306$775,830-$4,281,136
Other Employee Benefits$1,225,858$140,756-$1,366,614
Current Officers, Directors, Trustees, and Key Employees$27,776$422,040-$449,816
Occupancy-$289,331-$289,331
Information Technology$58,502$166,066-$224,568
Travel$22,317$155,471-$177,788
Other Expenses$12,714$152,097-$164,811
All Other Expenses$1,577,332$-1,475,709$5,386$107,009
Depreciation Depletion$14,882$87,346-$102,228
Insurance-$100,217-$100,217
Office Expenses$1,124$83,907-$85,031
Advertising$76,092--$76,092
Fees for Services Other$14,041$12,405-$26,446
Fees for Services Accounting-$19,897-$19,897
Fees for Services Legal-$10,177-$10,177
Conferences and Meetings-$2,546-$2,546
Total Functional Expenses$18,863,325$1,120,075$5,386$19,988,786

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$19,990,079
Expenses per Audited Statements$19,988,786
Total Expenses per Form 990$19,988,786
Expenses Not Reported on Form 990$1,293
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,378
Fundraising Direct Expenses$13,036
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Race$37,428$23,378$13,036$10,342
Total Events$37,428$23,378$13,036$10,342
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
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

The form 990 is reviewed by the cfo prior to signing by the president. Ids also provides the board an opportunity to review the 990 and give feedback. The feedback from the board will be noted in the board meeting minutes.

Form 990, Page 6, Part VI, Line 12C

Each year the executive director and the corporate compliance officer review the completed conflict of interest forms. If a conflict is identified, they meet with the employee, director or officer to discuss. A conclusion is reached and a plan is determined and implemented. An example is a transplant surgeon who is on the board and is contracted with ids to perform organ recoveries. We would exclude that person from discussions regarding contracted recovery surgeon pay.

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

For determination of the executive director compensation, the board meets and follows irs guidelines for determining executive pay. The board also reviews the annual aopo compensation survey to benchmark with similar organization.

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

For determination of compensation of other officers and key employees, the president and cfo determine the pay range by using salary data from other organ procurement organizations and utah organizations to determine the range for the position. Employees are hired within the range based on their experience and relative to similar positions in the agency. Raises are given on performance evaluations and goal completion.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Intermountain Donor Services
EIN
87-0447660
Phone
8015211755
Address
230 SOUTH 500 EAST STE 490, SALT LAKE CITY, UT 84102-2047

Signing Officer

Name
Tracy C Schmidt
Title
President
Phone
8015211755
Signed
2017-02-06

Organization Details

Principal Officer
Tracy C Schmidt
Formed
1987
Legal Domicile
Ut
Voting Board Members
9
Independent Board Members
7
Employees
128
Volunteers
32

Preparer

Firm
Wsrp LLC
Address
155 N 400 W STE 400, SALT LAKE CITY, UT 84103
Preparer
Steven R Smith CPA
Phone
8013282011
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

In idaho falls as well for the first time this year. Ids also works with many eagle scouts to help them earn their eagle badge. In 2016, we assisted 14 scouts that will typically canvas their neighborhood giving out information. This has been a great "grass roots" program to help educate the public about the need for donation.

Form 990, Part XI, Line 9

Reclassify expense rebates from income to expense account 1,293 reclassify expense rebates from income to expense account -1,293

Financial Statement Notes

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

Reclassify expense rebates from income to expense account 1,293

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

Reclassify expense rebates from income to expense account 1,293

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEDICAL DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR-ORG
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR - TISSUE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ORGAN RECOVE
IRS990/Form990PartVIISectionAGrp/TitleTxt13SURGICAL REC
IRS990/Form990PartVIISectionAGrp/TitleTxt14ORGAN RECOVE
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IRS990/MissionDesc0IDS PROVIDES HIGH QUALITY ORGAN AND TISSUE PROCUREMENT SERVICES TO MEDICAL PROFESSIONALS IN UTAH, SOUTHEASTERN IDAHO AND WESTERN WYOMING, AND ACTIVELY EDUCATES PROFESSIONALS AND THE PUBLIC ON THE BENEFITS OF ORGAN DONATION.
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IRS990/OtherExpensesGrp/Desc0MEDICAL & TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2DONOR NETWORK & REGISTRY
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL ED/WORKSHOPS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1152097
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IRS990/OtherExpensesGrp/TotalAmt1191206
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IRS990/OtherExpensesGrp/TotalAmt3164811
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IRS990/PrincipalOfficerNm0TRACY C SCHMIDT
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IRS990/ProgramServiceRevenueGrp/Desc0ORGAN & TISSUE RECOVERY
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROFESSIONAL & PUBLIC EDUCATION - VISITED AND/OR CONTACTED HOSPITALS OVER 361 TIMES AND MADE OVER 75 PRESENTATIONS TO PROFESSIONALS. IN 2016, IDS MADE 890 VISITS, MAKING OVER 1,500 PRESENTATIONS TO JUNIOR AND SENIOR HIGH SCHOOLS IN UTAH, IDAHO AND WYOMING, TOTAL, SEEING 72,944 STUDENTS. THIS IS ONE OF, IF NOT THE, MOST AGGRESSIVE SCHOOL PROGRAMS IN THE COUNTRY. IN 2016, IDS HAD 15 EVENTS THROUGHOUT UTAH AND IDAHO THAT RECEIVED WIDE SPREAD MEDIA COVERAGE. IN ADDITION, A MAJOR NEWS OUTLET, FOR THE THIRD YEAR IN A ROW, AIRED EIGHT "STORIES OF HOPE." THESE ARE STORIES THAT WERE AIRED EIGHT THURSDAY NIGHTS IN A ROW, BEGINNING IN NOVEMBER, ENDING AROUND CHRISTMAS. THESE STORIES ARE ACTUALLY PART OF THE NEWSCAST AND RUN ABOUT TWO MINUTES LONG. THIS SAME FORMAT WAS USED AT A MAJOR TELEVISION STATION IN IDAHO FALLS AS WELL FOR THE FIRST TIME THIS YEAR. IDS ALSO WORKS WITH MANY EAGLE SCOUTS TO HELP THEM EARN THEIR EAGLE BADGE. IN 2016, WE ASSISTED 14 SCOUTS THAT WILL TYPICALLY CANVAS THEIR NEIGHBORHOOD GIVING OUT INFORMATION. THIS HAS BEEN A GREAT "GRASS ROOTS" PROGRAM TO HELP EDUCATE THE PUBLIC ABOUT THE NEED FOR DONATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0149270
IRS990/ProgSrvcAccomActy3Grp/Desc0ON-LINE REGISTRY - THE YES UTAH DONOR REGISTRY HAS 80% OF PEOPLE AGED 16 AND ABOVE REGISTERED AS DONORS COMPARED TO 2010 CENSUS DATA, AND IDAHO 62%. THE REGISTRIES ARE SECURE, ON-LINE DATABASES THAT PROVIDE LEGAL DOCUMENTATION OF A DECEASED ORGAN AND TISSUE DONOR'S WISHES. THE NATIONAL AVERAGE FOR REGISTRIES IS 54%. BECAUSE THE DRIVER LICENSE OFFICES IN BOTH STATES ARE SO INTEGRAL TO WHAT WE DO TO GET PEOPLE REGISTERED, WE MADE 76 VISITS TO DRIVER LICENSE OFFICES TO UPDATE STAFF ABOUT DONATION AND QUESTIONS THEY MIGHT BE ASKED. WE ALSO MEET WITH DRIVER LICENSE LEADERSHIP IN BOTH UTAH AND IDAHO TWICE A YEAR TO KEEP THEM UPDATED AND SEEK THEIR IDEAS AS TO HOW WE CAN FURTHER DELIVER OUR MESSAGE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0176021
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IRS990/PYContributionsGrantsAmt0245183
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt015010261
IRS990/PYOtherRevenueAmt04040
IRS990/PYProgramServiceRevenueAmt021446066
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IRS990/PYTotalRevenueAmt021715462
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-187300
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0294126
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027083
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014763310

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.9$10.5$23.4$61.0$56.9$4.10
2023Detailed filing. Detailed filing data is available for this year.$28.9$9.77$19.1$51.8$48.8$2.98
2022Detailed filing. Detailed filing data is available for this year.$24.0$8.13$15.8$38.6$38.5$0.11
2021Detailed filing. Detailed filing data is available for this year.$24.2$8.14$16.1$35.6$31.7$3.83
2020Detailed filing. Detailed filing data is available for this year.$18.7$6.76$11.9$29.6$26.5$3.15
2019Detailed filing. Detailed filing data is available for this year.$14.3$5.57$8.75$26.0$24.9$1.11
2018Summary only. Only limited summary data is available for this year.$10.4$2.82$7.60$27.7$25.8$1.92
2017Detailed filing. Detailed filing data is available for this year.$8.06$2.45$5.61$22.5$21.8$0.66
2016Detailed filing. Detailed filing data is available for this year.$6.88$2.02$4.87$19.8$20.0$0.19
2015Detailed filing. Detailed filing data is available for this year.$7.48$2.43$5.05$21.7$20.7$1.03
2014Detailed filing. Detailed filing data is available for this year.$6.49$2.48$4.01$17.8$17.7$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$2.14$3.99$15.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$2.01$4.48$13.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$1.51$4.01$12.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$1.36$3.50$10.7