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990 • Fiscal year 2022 • EIN 93-0665396

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

PO Box 4666Medford, OR 97501

(541) 779-6691

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.16x

Higher debt load relative to assets than 43% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.06x

Higher debt load relative to revenue than 16% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

38th percentile

2.1%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Up

$15,501,962

Up $2,360,644 (+18%) from 2021

Net Assets

Up

$13,034,964

Up $2,817,557 (+28%) from 2021

Liabilities

Down

$2,466,998

Down $456,913 (-16%) from 2021

Revenue

Up

$40,079,698

Up $6,890,698 (+21%) from 2021

Expenses

Up

$39,234,713

Up $8,970,281 (+30%) from 2021

Net Income

Down

$844,985

Down $2,079,583 (-71%) from 2021

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $6,096,787Liabilities 2010: $1,013,965Net Assets 2010: $5,082,8222010Assets 2011: $6,090,435Liabilities 2011: $1,140,846Net Assets 2011: $4,949,5892011Assets 2012: $5,787,253Liabilities 2012: $800,569Net Assets 2012: $4,986,6842012Assets 2013: $7,696,107Liabilities 2013: $1,107,191Net Assets 2013: $6,588,9162013Assets 2014: $7,531,574Liabilities 2014: $772,924Net Assets 2014: $6,758,6502014Assets 2015: $7,773,460Liabilities 2015: $916,195Net Assets 2015: $6,857,2652015Assets 2016: $9,355,316Liabilities 2016: $1,419,274Net Assets 2016: $7,936,0422016Assets 2017: $9,144,685Liabilities 2017: $1,205,400Net Assets 2017: $7,939,2852017Assets 2018: $9,028,382Liabilities 2018: $1,068,380Net Assets 2018: $7,960,0022018Assets 2019: $9,503,298Liabilities 2019: $1,225,608Net Assets 2019: $8,277,6902019Assets 2020: $11,798,757Liabilities 2020: $1,866,441Net Assets 2020: $9,932,3162020Assets 2021: $13,141,318Liabilities 2021: $2,923,911Net Assets 2021: $10,217,4072021Assets 2022: $15,501,962Liabilities 2022: $2,466,998Net Assets 2022: $13,034,9642022Assets 2023: $19,971,498Liabilities 2023: $5,779,714Net Assets 2023: $14,191,7842023Assets 2024: $18,149,070Liabilities 2024: $4,576,748Net Assets 2024: $13,572,3222024

Highlighted filing

2022

Assets$15,501,962
Liabilities$2,466,998
Net Assets$13,034,964

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $11,628,7432010Expenses 2011: $12,551,6812011Revenue 2012: $10,511,537Expenses 2012: $10,544,372Net Income 2012: -$32,8352012Expenses 2013: $10,353,4822013Revenue 2014: $11,355,492Expenses 2014: $10,880,368Net Income 2014: $475,1242014Revenue 2015: $11,923,574Expenses 2015: $11,824,959Net Income 2015: $98,6152015Revenue 2016: $15,051,572Expenses 2016: $13,972,795Net Income 2016: $1,078,7772016Revenue 2017: $16,081,124Expenses 2017: $16,162,588Net Income 2017: -$81,4642017Revenue 2018: $16,090,421Expenses 2018: $15,973,829Net Income 2018: $116,5922018Revenue 2019: $17,931,943Expenses 2019: $17,805,011Net Income 2019: $126,9322019Revenue 2020: $20,564,007Expenses 2020: $19,093,618Net Income 2020: $1,470,3892020Revenue 2021: $33,189,000Expenses 2021: $30,264,432Net Income 2021: $2,924,5682021Revenue 2022: $40,079,698Expenses 2022: $39,234,713Net Income 2022: $844,9852022Revenue 2023: $46,295,285Expenses 2023: $45,130,403Net Income 2023: $1,164,8822023Revenue 2024: $44,775,113Expenses 2024: $45,420,158Net Income 2024: -$645,0452024

Highlighted filing

2022

Revenue$40,079,698
Expenses$39,234,713
Net Income$844,985
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$40,144,262
Mission and Program Overview

Mission

To provide assistance to low-income individuals and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$3,820,280$4,958,900▲ $1,138,620
Land, Buildings, and Equipment, Net$4,277,964$4,416,365▲ $138,401
Cash and Non-Interest-Bearing Accounts$2,480,282$4,104,682▲ $1,624,400
Other Notes and Loans Receivable, Net$1,568,132$1,283,348▼ $284,784
Savings and Temporary Cash Investments$144,086$144,309▲ $223
Inventories for Sale or Use$88,136$98,437▲ $10,301
Accounts Receivable$66,598$50,233▼ $16,365
Prepaid Expenses and Deferred Charges$28,625$15,133▼ $13,492
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-
Total Assets$12,986,720$15,501,962▲ $2,515,242
Other Assets Total$512,617$430,555▼ $82,062
Liabilities
Accounts Payable and Accrued Expenses$1,806,337$2,014,383▲ $208,046
Mortgage Notes Payable Secured by Investment Property$1,107,096$421,074▼ $686,022
Deferred Revenue-$31,541-
Total Liabilities$2,913,433$2,466,998▼ $446,435
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,209,334$11,524,180▲ $3,314,846
Net Assets With Donor Restrictions$1,863,953$1,510,784▼ $353,169
Total Net Assets Fund Balance$10,073,287$13,034,964▲ $2,961,677
Total Liabilities and Net Assets / Fund Balance$12,986,720$15,501,962▲ $2,515,242

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,724,151$1,542,644$4,266,795
Equipment$270,322$1,264,944$1,535,266
Land$1,421,892-$1,421,892
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carrie BorgenDirectorFT$147,807$15,340$163,147
Carrie Borgen--$147,807$15,340$163,147
Carlea LangstonDirectorFT$108,718$18,237$126,955

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$39,390,795
Program Service Revenue
$547,170
Investment Income
$17,019
Other Revenue
$124,714
All Other Contributions
$7,113,462
Change in Net Assets
$844,985

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 Amount
Food Inventory1$4,084,018
Drugs and Medical Supplies-$106,809
Other Non Cash Contri Table-$101,799
Other Non Cash Contri Table-$5,069
Total Noncash Contributions1$4,297,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,878,579
Other Expenses$7,149,030
Salaries, Compensation, and Employee Benefits$6,207,104
Total Fundraising Expense$485,875
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$23,469,277--$23,469,277
Other Salaries and Wages$4,530,031$1,025,728$361,243$5,917,002
Fees for Services Other$3,549,061$213,360$2,760$3,765,181
Grants to Domestic Orgs$2,409,302--$2,409,302
Occupancy$1,883,929$195,984$44,964$2,124,877
Office Expenses$233,898$116,941$89,397$440,236
Current Officers, Directors, Trustees, and Key Employees$85,141$204,961-$290,102
Depreciation Depletion$168,955$13,152-$182,107
Advertising$88,155$32,649$34,488$155,292
Insurance$38,452$38,641$1,287$78,380
Travel$31,243$3,801$2,732$37,776
Interest$17,786$2,703-$20,489
Other Expenses$3,649$13,273$878$17,800
All Other Expenses--$-64,564$-64,564
Total Functional Expenses$36,856,099$1,892,739$485,875$39,234,713
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Community Action NetwoRoseburg, OR-Support for Veterans & Families$792,978
Oregon Cost Community ActionCoos Bay, OR-Support for Veterans & Families$652,766
Options for Helping ResidentsAshland, OR-Sheltering, Covid Supplies and Rent$356,271
Community WorksMedford, OR-Sheltering$186,482
Rogue RetreatMedford, OR-Sheltering and Rent$172,777
Maslow ProjectMedford, OR-Support for Sheltering & Outreach$84,865
Unete Center for Farm WorkerMedford, OR-Sheltering$56,037
Ontrack IncMedford, OR-Sheltering and Rent$50,112
Peace HouseAshland, OR-Nutrition and Covid Supplies$41,762
Hearts With a MissionMedford, OR-Sheltering$15,252
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$138,857
Fundraising Direct Expenses$64,564
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$99,347$64,906$16,862$48,044
Golf Tournament$60,805$37,155$19,482$17,673
Total Events$220,830$138,857$64,564$74,293
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organizations independent cpa provides the form 990 to the agency after completing preparation. A copy of the form 990 is distributed to all of the board members who have a chance to review, comment, and propose changes before filing.

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

All employees and board members are provided with the organizations conflict of interest policy. They are required to disclose any actual or potential conflicts of interest. At least annually the organization reviews compliance with the policy.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The executive directors salary is determined by the executive committee of the board of directors, whereas the salary for the finance director is determined by the executive director based upon market compensation as described below. If it is determined that the organization needs to hire outside of the salary ranges established, approval is required from the board of directors. These processes are done in collaboration with the human resources director. Salary ranges are in place for all of these positions and are updated annually. Individual positions are market priced at least every two years using the following surveys: the mbl group, oregon labor market information system, and americas career infonet. Actions to determine compensation are documented through the use of an excel spreadsheet.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Copies of form 1023 and form 990 are provided to the public upon a written or oral request received at the organization's medford, oregon office.

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

The organization provides copies of its governing documents, conflict of interest policy, and financial statements to any written or oral request to its office in medford, oregon.

Filing and Contact Details

Filer

Filer Name
Access
EIN
93-0665396
Phone
5417796691
Address
PO BOX 4666, MEDFORD, OR 97501

Signing Officer

Name
Jonathan Bilden
Title
Board Chair
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Bilden
Formed
1976
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
135
Volunteers
316

Preparer

Firm
Kdp Certified Public Accountants Llp
Address
841 OHARE PKWY STE 200, MEDFORD, OR 97504
Preparer
Annie Driver CPA
Phone
5417736633
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: HOUSING DEVELOPMENT PROGRAM: Development Acquisition and new construction of affordable housing for low-income individuals,families, seniors, and people with disabilities.Property/Asset Management ACCESS has an ownership interest in 108 units of affordable rental housing, located in Jackson County. Of this, 52 units are managed by a third-party managementcompany while the remaining 56 units are self-managed.Housing Counseling Provides pre-purchase counseling to participants enrolled in the following programs: Realizing the American Dream (RAD), E-Home America, and a variety of down-payment assistance programs.Realizing the American Dream (RAD) Provides a pre-purchase educational program delivered via inperson classroom setting or virtually.E-Home America Provides an approved online pre-purchase educational course that allows the participant an opportunity to complete the education at their own pace and convenience.DreamSavers Individual development account (IDA) program that encourages participants to build assets and financial independence through a matched savings program. Participants can save for home purchase or home repair.Down Payment Assistance Programs (DPAP) Financial support to assist low-income, first-time home purchasers in covering a portion of the needed down payment and closing cost expenses. OTHER PROGRAM SERVICES 5: Property/Asset Management - ACCESS has an ownership interest in 108 units of affordable rental housing, located in Jackson County. Of this, 52 units are managed by a third-party management company while the remaining 56 units are self-managed. OTHER PROGRAM SERVICES 6: Housing Counseling - provides pre and post purchase counseling to participants enrolled in the following programs; the Oregon Foreclosure Avoidance Program, National Foreclosure Mitigation Counseling program, Realizing the American Dream, E-Home America, and a variety of down-payment assistance programs. OTHER PROGRAM SERVICES 7: COMMUNITY SERVICES BLOCK GRANT (CSBG):Information and Referral Provides information via the telephone to persons seeking assistance. Current information regarding programs offered by ACCESS is provided. Information regarding programs offered by other human services agencies in Jackson County is also available.Community Planning Provides for assessment of community wide needs in order to provide more effective services and programs.Program Support Provides additional funding to support administrative and program costs of other programs. OTHER PROGRAM SERVICES 8: OTHER PROGRAMS: OLSRUD FAMILY NUTRITION CENTER: Operation of a community nutrition center used to provide a meeting facility with catering options to other agencies in the community.

Other Changes In Net Assets Or Fund Balances - Other Decreases

Change in beneficial interest in net assets = -$19666

Other Changes In Net Assets Or Fund Balances - Other Increases

Change in pv on notes receivable = $36708

Other Changes In Net Assets Or Fund Balances - Other Increases

Distributions from single-member llc = $2099650

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

The process has not changed from the prior year.

Financial Statement Notes

Part X : FIN48 Footnote

The organization is a non-profit entity exempt from federal income taxes under section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on related activities. No tax provision has been made in the accompanying consolidated statement of activities. The organization recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The organization recognizes interest and penalties related to income tax matters as operating expenses. At june 30, 2022, there were no uncertain tax positions.

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IRS990/Desc0SUPPORT SERVICE PROGRAMS:HOME Tenant Based Assistance Program (HTBA) Provides up to two years rental subsidy depending upon housing need identified in partnership with Oregon Department of Human Services (ODHS)Housing Authority of Jackson County, and other community partners. The maximum amount of HOME funds that may be paid for a security deposit is no greater than the equivalent of two months rent for the unit.State Homeless Assistance Program (SHAP) Offers state funds to help meet the emergency needs of unhoused Oregonians by providing operational support for emergency shelters and supportive services to shelter residents.Elderly Rental Assistance Program (ERA) Assists very low-income seniors, at least 58 years old, who are unhoused or are unstably housed and at risk of becoming unhoused. We can help with transitional housing, supportive in-home services, rental assistance, and case management.Emergency Housing Assistance Program (EHA) Provides assistance to low or very low-income persons who are unhoused, are unstably housed, or at risk of becoming unhoused. EHA can pay for case management, street outreach, emergency and transitional shelter/housing, shelter, transitional housing facility acquisition, rental assistance, utility assistance, and emergency financial assistance.Housing Stabilization Program (HSP) Provides temporary financial assistance and support services to stabilize housing for low-income eligible families who are homeless or unstably housed and at risk of losing their housing. The program provides short term benefits for families who are in a specific nonrecurring crisis situation. A household can use HSP assistance for a maximum of four months.Emergency Solutions Grant Program (ESG) and ESG CV Provides federal funds to assist individuals and families to quickly regain stability in permanent housing after experiencing a housing crisis or houselessness. ESG funds are available for five program components: street outreach, emergency shelter, homelessness prevention, rapid re-housing assistance, and data collection through the HomelessManagement Information System; as well as administrative activities.Support Services for Veteran Families (SSVF) The SSVF program assists very low-income and extremely low-income Veterans who are unhoused or at imminent risk of becoming unhoused. SSVF provides case management to Veterans to support them to gain stability in their housing. SSVF offers homelessness prevention and rapid rehousing interventions.Rent Relief Program Assists low-income households who have a demonstrated COVID-19 impact with emergency, short-term rental assistance to gain stability in their homes.Fire Relief Program Assists low-income households with case management, emergency shelter, rental assistance, and emergency assistance who have been impacted by the 2020 Jackson County fires.Medford Severe Weather Shelter ACCESS operates a severe weather shelter that is in partnership with the City of Medford. When the city declares a severe weather event, ACCESS and its volunteers open a shelter that can support our unhoused populations with protection from the elements. We provide sleeping arrangements, dry storage, and food. We also provide resource navigation.Restorative Housing Program ACCESS works with Jackson County Community Justice to support individuals who are justice-involved and need housing. We accept referrals from supervision officers,provide housing navigation, case management, and short-term rental assistance to help stabilize our vulnerable, justice-involved population.Outreach Program ACCESS partners with many community partners including Medford Livability team,Options, Jackson County Mental Health, Rogue Community Health, and many more to share resources with our unhoused and unstably housed households in Jackson County. We visit encampments and have resource fairs in the rural parts of the county. We work to connect individuals to the resources they need to gain stability.Resource Desk A
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IRS990/ProgSrvcAccomActy2Grp/Desc0NUTRITION PROGRAMS:Food Share - Provides emergency and supplemental food to the hungry in Jackson County. Food Share supplies twenty-one food pantries, over 25 supplemental food programs and residential feeding sites (i.e. Salvation Army and Dunn House) with food donated through local community donations, Oregon Food Bank, and USDA.Fresh Alliance - Fresh Alliance recovers milk, produce, dairy and frozen meat from area grocery stores on or before the product pull date. This product is transported in a refrigerated truck, sorted, reboxed and distributed to people in need across Jackson County.Commodity Supplemental Food Program (CSFP) - A federal commodity program targeting income qualifying seniors over the age of 60. Commodity food boxes are provided monthly to qualifying clients.ACCESS Food Share Gardens - Six large community gardens, run by volunteers growing healthy produce for ACCESS food pantries and agencies.Plant-a-Row - Local gardeners grow extra rows of healthy produce and donate to ACCESS food pantries and agencies.Healthy Mobile Food Pantry Collaborative project with local health centers using the ACCESS mobile food pantry truck to provide food and nutritional services to low-income individuals and families suffering from diet-related chronic disease.Community Food Systems Coordination and support for programs that encourage low-income community members to access fresh, local, healthy food such as Double Up Food Bucks (matches SNAP benefits at farmers markets) and Screen and Intervene (screens patients for hunger and connects them to food resources).
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IRS990/ProgSrvcAccomActy3Grp/Desc0ENERGY AND WEATHERIZATION PROGRAMS:Federal Department of Energy (DOE), Low Income Home Energy Assistance Program (LIHEAP), Bonneville Power Administration (BPA), Avista Weatherization and Energy Conservation Helping Oregonians (ECHO) are all weatherization programs. These programs assist low-income seniors,people with disabilities and households with energy efficient improvements needed on their home, which can help to conserve energy and reduce energy bills.LIHEAP Provides energy assistance to low-income Jackson County residents with preference given to seniors and disabled individuals.Oregon Energy Assistance Provides assistance to eligible low-income households to offset the costs of home energy for Pacific Power and Light customers only. Priority is given to households whose services have been disconnected but this is not required.Low-Income Ratepayer Assistance Program Provides assistance to eligible low-income households to offset the costs of home energy for Avista customers only. Priority is given to households who have been disconnected.Oregon Energy Fund Provides energy assistance to low-income Jackson County residents. Priority is given to households whose services have been disconnected.LIHEAP American Rescue Plan Act (ARPA) Provides Energy assistance and Weatherization assistance to households who have been impacted by COVID-19.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.1$4.58$13.6$44.8$45.4$0.65
2023Detailed filing. Detailed filing data is available for this year.$20.0$5.78$14.2$46.3$45.1$1.16
2022Detailed filing. Detailed filing data is available for this year.$15.5$2.47$13.0$40.1$39.2$0.84
2021Detailed filing. Detailed filing data is available for this year.$13.1$2.92$10.2$33.2$30.3$2.92
2020Detailed filing. Detailed filing data is available for this year.$11.8$1.87$9.93$20.6$19.1$1.47
2019Detailed filing. Detailed filing data is available for this year.$9.50$1.23$8.28$17.9$17.8$0.13
2018Detailed filing. Detailed filing data is available for this year.$9.03$1.07$7.96$16.1$16.0$0.12
2017Detailed filing. Detailed filing data is available for this year.$9.14$1.21$7.94$16.1$16.2$0.08
2016Detailed filing. Detailed filing data is available for this year.$9.36$1.42$7.94$15.1$14.0$1.08
2015Detailed filing. Detailed filing data is available for this year.$7.77$0.92$6.86$11.9$11.8$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.53$0.77$6.76$11.4$10.9$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.70$1.11$6.59$10.4
2012Summary only. Only limited summary data is available for this year.$5.79$0.80$4.99$10.5$10.5$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$1.14$4.95$12.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$1.01$5.08$11.6