Civic Intelligence

Port Townsend Main Street Program

990 • Fiscal year 2020 • EIN 91-1285016

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A
211 Taylor St Ste 3Port Townsend, WA 98368

(360) 385-7911

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

69th percentile

23%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$359,904

Up $67,173 (+23%) from 2019

Net Assets

Up

$356,177

Up $68,945 (+24%) from 2019

Liabilities

Down

$3,727

Down $1,772 (-32%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin76th percentile

Revenue

Up

$251,474

Up $52,743 (+27%) from 2019

Expenses

Up

$182,529

Up $25,733 (+16%) from 2019

Net Income

Up

$68,945

Up $27,010 (+64%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$600K$400K$200K$0Assets 2010: $57,458Liabilities 2010: $17,367Net Assets 2010: $40,0912010Assets 2011: $65,632Liabilities 2011: $19,464Net Assets 2011: $46,1682011Assets 2012: $122,994Liabilities 2012: $14,503Net Assets 2012: $108,4912012Assets 2013: $170,324Liabilities 2013: $15,281Net Assets 2013: $155,0432013Assets 2014: $195,650Liabilities 2014: $16,455Net Assets 2014: $179,1952014Assets 2015: $214,811Liabilities 2015: $14,045Net Assets 2015: $200,7662015Assets 2016: $179,462Liabilities 2016: $3,214Net Assets 2016: $176,2482016Assets 2017: $236,841Liabilities 2017: $3,879Net Assets 2017: $232,9622017Assets 2018: $252,652Liabilities 2018: $7,355Net Assets 2018: $245,2972018Assets 2019: $292,731Liabilities 2019: $5,499Net Assets 2019: $287,2322019Assets 2020: $359,904Liabilities 2020: $3,727Net Assets 2020: $356,1772020Assets 2021: $340,404Liabilities 2021: $3,885Net Assets 2021: $336,5192021Assets 2022: $405,672Liabilities 2022: $1,436Net Assets 2022: $404,2362022Assets 2023: $458,005Liabilities 2023: $1,436Net Assets 2023: $456,5692023Assets 2024: $475,457Liabilities 2024: $1,436Net Assets 2024: $474,0212024

Highlighted filing

2020

Assets$359,904
Liabilities$3,727
Net Assets$356,177
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$400K$200K$0-$200KRevenue 2010: $99,188Expenses 2010: $86,367Net Income 2010: $12,8212010Revenue 2011: $86,992Expenses 2011: $80,915Net Income 2011: $6,0772011Expenses 2012: $98,9522012Revenue 2013: $164,438Expenses 2013: $117,886Net Income 2013: $46,5522013Revenue 2014: $152,731Expenses 2014: $128,579Net Income 2014: $24,1522014Revenue 2015: $165,652Expenses 2015: $144,081Net Income 2015: $21,5712015Revenue 2016: $102,616Expenses 2016: $127,134Net Income 2016: -$24,5182016Revenue 2017: $214,309Expenses 2017: $157,595Net Income 2017: $56,7142017Revenue 2018: $201,756Expenses 2018: $189,421Net Income 2018: $12,3352018Revenue 2019: $198,731Expenses 2019: $156,796Net Income 2019: $41,9352019Revenue 2020: $251,474Expenses 2020: $182,529Net Income 2020: $68,9452020Revenue 2021: $286,252Expenses 2021: $305,538Net Income 2021: -$19,2862021Revenue 2022: $325,531Expenses 2022: $257,814Net Income 2022: $67,7172022Revenue 2023: $347,183Expenses 2023: $294,850Net Income 2023: $52,3332023Revenue 2024: $381,747Expenses 2024: $364,295Net Income 2024: $17,4522024

Highlighted filing

2020

Revenue$251,474
Expenses$182,529
Net Income$68,945
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$260,551
Mission and Program Overview

Mission

HISTORICAL PRESERVATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$157,219$223,076▲ $65,857
Savings and Temporary Cash Investments$133,077$133,879▲ $802
Accounts Receivable$1,583$2,949▲ $1,366
Land, Buildings, and Equipment, Net$852$0▼ $852
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$292,731$359,904▲ $67,173
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,499$3,727▼ $1,772
Total Liabilities$5,499$3,727▼ $1,772
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$287,232$356,177▲ $68,945
Total Net Assets Fund Balance$287,232$356,177▲ $68,945
Total Liabilities and Net Assets / Fund Balance$292,731$359,904▲ $67,173

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$15,007$15,007
Equipment-$3,425$3,425
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Sandy SpencerPresident
Wendy DuedeVice President
Amber BartlDirector
Jen RubinowitzDirector
Nathan BarnettDirector
Pat LouderbackDirector
Shirlena FreundDirector
Simon LittleDirector
Jan CarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,655
Program Service Revenue
$109,905
Investment Income
$1,129
Other Revenue
$-215
All Other Contributions
$28,955
Change in Net Assets
$68,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$118,941
Other Expenses$63,588
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$96,279$3,353-$99,632
Other Employee Benefits$9,358$492-$9,850
Payroll Taxes$8,213$286-$8,499
All Other Expenses$5,160$1,203-$6,363
Insurance-$3,876-$3,876
Occupancy$3,548$187-$3,735
Other Expenses$3,112--$3,112
Office Expenses$502$2,006-$2,508
Fees for Services Accounting$1,886--$1,886
Advertising$1,062--$1,062
Pension Plan Contributions$912$48-$960
Depreciation Depletion$852--$852
Travel$442--$442
Fees for Services Other$15--$15
Total Functional Expenses$171,078$11,451$0$182,529
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,077
Fundraising Gross Income$8,862
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board of directors reviews the tax return prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The subject of conflicts of interest is brought up at board meetings.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, policies and financial information are available upon request.”

Filing and Contact Details

Filer

Filer Name
Port Townsend Main Street Program
EIN
91-1285016
Phone
3603857911
Address
211 TAYLOR ST STE 3, PORT TOWNSEND, WA 98368

Signing Officer

Name
Sandy Spencer
Title
President
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandy Spencer
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
25

Preparer

Firm
Gooding OHara & Mackey PS CPAs
Address
242 Taylor Street, Port Townsend, WA 98368
Preparer
ALDRYTH O'HARA
Phone
3603851040
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt048
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0912
IRS990/PensionPlanContributionsGrp/TotalAmt0960
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SANDY SPENCER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0B & O TAX INCENTIVE PROGR
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0100002
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19903
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0100002
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19903
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt023706
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt01063
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt029997
IRS990/PYOtherRevenueAmt059492
IRS990/PYProgramServiceRevenueAmt0114470
IRS990/PYRevenuesLessExpensesAmt041935
IRS990/PYSalariesCompEmpBnftPaidAmt0125799
IRS990/PYTotalExpensesAmt0156796
IRS990/PYTotalRevenueAmt0198731
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt068945
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0133077
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0133879
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0143058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0138176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0183762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0195129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0735401
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01129
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0397
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0251
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0116364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0176314
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0104643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt081264
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0581151
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0397
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0251
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02927
IRS990ScheduleA/InvestmentIncomeCYPct00.00220
IRS990ScheduleA/InvestmentIncomePYPct00.00160
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt01316552
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0259422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0314490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0288405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0297695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0156540
IRS990ScheduleA/Total509Grp/TotalAmt01316552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0260551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0315553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0288802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0297782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0156791
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01319479
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/EquipmentGrp/DepreciationAmt03425
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03425
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015007
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015007
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE TAX RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SUBJECT OF CONFLICTS OF INTEREST IS BROUGHT UP AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0292731
IRS990/TotalAssetsEOYAmt0359904
IRS990/TotalAssetsGrp/BOYAmt0292731
IRS990/TotalAssetsGrp/EOYAmt0359904
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0140655
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171078

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,904
Liabilities
$3,727
Net assets
$356,177
Revenue
$251,474
Expenses
$182,529
Net income
$68,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.01$4.74$3.82$3.64$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.01$4.57$3.47$2.95$0.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.01$4.04$3.26$2.58$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.04$3.37$2.86$3.06$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.04$3.56$2.51$1.83$0.69
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.05$2.87$1.99$1.57$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.07$2.45$2.02$1.89$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.04$2.33$2.14$1.58$0.57
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.03$1.76$1.03$1.27$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.14$2.01$1.66$1.44$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.16$1.79$1.53$1.29$0.24
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.15$1.55$1.64$1.18$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.15$1.08$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.19$0.46$0.87$0.81$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.17$0.40$0.99$0.86$0.13