Civic Intelligence

Windsor Place Inc.

990 • Fiscal year 2017 • EIN 93-0803423

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileWINDSORPLACESALEM.ORG
3009 Windsor Ave NESalem, OR 97301

(503) 581-0393

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$87,473

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

0.5%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,041,039

Up $103,810 (+5.4%) from 2016

Net Assets

Up

$2,006,791

Up $126,830 (+6.7%) from 2016

Liabilities

Down

$34,248

Down $23,020 (-40%) from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin67th percentile

Revenue

Up

$1,169,127

Up $5,334 (+0.5%) from 2016

Expenses

Up

$1,042,297

Up $23,532 (+2.3%) from 2016

Net Income

Down

$126,830

Down $18,198 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,452,369Liabilities 2011: $117,767Net Assets 2011: $1,334,6022011Assets 2012: $1,508,109Liabilities 2012: $100,536Net Assets 2012: $1,407,5732012Assets 2013: $1,577,283Liabilities 2013: $91,718Net Assets 2013: $1,485,5652013Assets 2014: $1,650,916Liabilities 2014: $70,797Net Assets 2014: $1,580,1192014Assets 2015: $1,803,152Liabilities 2015: $68,219Net Assets 2015: $1,734,9332015Assets 2016: $1,937,229Liabilities 2016: $57,268Net Assets 2016: $1,879,9612016Assets 2017: $2,041,039Liabilities 2017: $34,248Net Assets 2017: $2,006,7912017Assets 2018: $2,124,887Liabilities 2018: $27,569Net Assets 2018: $2,097,3182018Assets 2019: $2,227,152Liabilities 2019: $33,164Net Assets 2019: $2,193,9882019Assets 2020: $2,284,886Liabilities 2020: $20,185Net Assets 2020: $2,264,7012020Assets 2021: $2,387,399Liabilities 2021: $28,760Net Assets 2021: $2,358,6392021Assets 2022: $2,500,814Liabilities 2022: $49,024Net Assets 2022: $2,451,7902022Assets 2023: $2,499,904Liabilities 2023: $51,683Net Assets 2023: $2,448,2212023Assets 2024: $2,443,583Liabilities 2024: $51,279Net Assets 2024: $2,392,3042024Assets 2025: $2,320,297Liabilities 2025: $46,734Net Assets 2025: $2,273,5632025

Highlighted filing

2017

Assets$2,041,039
Liabilities$34,248
Net Assets$2,006,791
Open 2017 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-$500KExpenses 2011: $917,8362011Expenses 2012: $985,0792012Expenses 2013: $1,002,6002013Revenue 2014: $1,119,307Expenses 2014: $1,024,753Net Income 2014: $94,5542014Revenue 2015: $1,157,914Expenses 2015: $1,003,100Net Income 2015: $154,8142015Revenue 2016: $1,163,793Expenses 2016: $1,018,765Net Income 2016: $145,0282016Revenue 2017: $1,169,127Expenses 2017: $1,042,297Net Income 2017: $126,8302017Revenue 2018: $1,187,735Expenses 2018: $1,097,208Net Income 2018: $90,5272018Revenue 2019: $1,250,234Expenses 2019: $1,153,564Net Income 2019: $96,6702019Revenue 2020: $1,321,888Expenses 2020: $1,251,175Net Income 2020: $70,7132020Revenue 2021: $1,380,371Expenses 2021: $1,286,433Net Income 2021: $93,9382021Revenue 2022: $1,491,525Expenses 2022: $1,398,374Net Income 2022: $93,1512022Revenue 2023: $1,474,459Expenses 2023: $1,478,028Net Income 2023: -$3,5692023Revenue 2024: $1,520,326Expenses 2024: $1,576,243Net Income 2024: -$55,9172024Revenue 2025: $1,537,158Expenses 2025: $1,655,899Net Income 2025: -$118,7412025

Highlighted filing

2017

Revenue$1,169,127
Expenses$1,042,297
Net Income$126,830
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,169,607
Mission and Program Overview

Mission

To provide brain-injured adults with a relaxed, comfortable environment while offering a specialized program of skill development designed to enable each individual to achieve their highest level of personal independence.

To provide brain-injured adults with a relaxed, comfortable environment while offering a specialized program of skill development to enable them to become more independent within their current capabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$594,762$1,615,133▲ $1,020,371
Savings and Temporary Cash Investments$852,743--
Land, Buildings, and Equipment, Net$399,767$347,708▼ $52,059
Accounts Receivable$89,957$78,198▼ $11,759
Total Assets$1,937,229$2,041,039▲ $103,810
Liabilities
Accounts Payable and Accrued Expenses$23,815$19,452▼ $4,363
Mortgage Notes Payable Secured by Investment Property$33,453$14,796▼ $18,657
Total Liabilities$57,268$34,248▼ $23,020
Net Assets / Fund Balance
Unrestricted Net Assets$1,774,961$1,901,791▲ $126,830
Temporarily Rstr Net Assets$105,000$105,000→ $0
Total Net Assets Fund Balance$1,879,961$2,006,791▲ $126,830
Total Liabilities and Net Assets / Fund Balance$1,937,229$2,041,039▲ $103,810

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$302,031$726,980$1,029,011
Equipment$14,677$181,200$195,877
Land$31,000-$31,000
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan HunterExcutive DirectorFT$87,473$87,473

Board Members and Trustees

NameTitle
Steve KeatonPresident
Paul MillerBoard Member
Paige BlessingSecretary
Carol LeekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$891
Program Service Revenue
$1,167,487
Investment Income
$719
Other Revenue
$30
All Other Contributions
$891
Change in Net Assets
$126,830

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,169,127
Total Revenue per Audited Statements
$1,169,127
Total Revenue per Form 990
$1,169,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$747,907
Other Expenses$294,390
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$504,388--$504,388
Other Employee Benefits$92,431$10,428-$102,859
Current Officers, Directors, Trustees, and Key Employees-$88,284-$88,284
Fees for Services Other$43,419$22,306-$65,725
Depreciation Depletion$51,186$5,687-$56,873
Payroll Taxes$44,947$7,429-$52,376
All Other Expenses$15,793$4,154-$19,947
Insurance$19,702--$19,702
Office Expenses-$17,040-$17,040
Fees for Services Accounting-$9,488-$9,488
Other Expenses$7,602$10,916-$7,602
Interest$1,035--$1,035
Advertising-$1,000-$1,000
Total Functional Expenses$865,565$176,732$0$1,042,297

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,042,297
Total Expenses per Audited Statements$1,042,297
Total Expenses per Form 990$1,042,297
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
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, Page 6, Part VI, Line 11B

“The organization engages a cpa firm to prepare the annual 990, a draft of the return is reviewed by the board of directors and executive director prior to signing and authorizing the filing of the returns.”

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

“The board looks at anything that might be a conflict of interest as needed at the board meetings.”

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

“The board evaluates the compensation of the executive director annually during an executive session in which the director is not present. This evaluation is included in the minutes.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon 24 hour request as information is kept locked in storage and in the executive director's office.”

Filing and Contact Details

Filer

Filer Name
Windsor Place Inc
EIN
93-0803423
Phone
5035810393
Address
3009 WINDSOR AVE NE, SALEM, OR 97301

Signing Officer

Name
Susan Hunter
Title
Excutive Director
Phone
5035810393
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Keaton
Formed
1989
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
22
Volunteers
10

Preparer

Firm
Acumen Financial Services Group Pc
Address
2 CENTERPOINTE DR STE 345, LAKE OSWEGO, OR 97035
Preparer
Kendra Steph
Phone
5036829600
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Windsor place, inc. Is exempt from federal income taxes under section 501 (c)(3) of the internal revenue code and therefore has made no provision for federal income taxes in the accompanying financial statements. There was no unrelated business income for 2017 or 2016. The organization believes that it has appropriate support for any tax provisions taken, and as such, does not have any uncertain tax provisions that are material to the financial statements. The organization's form 990, return of organization exempt from income tax, for the years ending 2016, 2015, and 2014 are subject to examination by the irs, generally for 3 years after they were filed.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/EquipmentGrp/BookValueAmt014677
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0181200
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0195877
IRS990ScheduleD/ExpensesSubtotalAmt01042297
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt031000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt031000
IRS990ScheduleD/RevenueSubtotalAmt01169127
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WINDSOR PLACE, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THERE WAS NO UNRELATED BUSINESS INCOME FOR 2017 OR 2016. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX PROVISIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX PROVISIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2016, 2015, AND 2014 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0347708
IRS990ScheduleD/TotalExpensesPerForm990Amt01042297
IRS990ScheduleD/TotalRevenuePerForm990Amt01169127
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01169127
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01042297
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES A CPA FIRM TO PREPARE THE ANNUAL 990, A DRAFT OF THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR PRIOR TO SIGNING AND AUTHORIZING THE FILING OF THE RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD LOOKS AT ANYTHING THAT MIGHT BE A CONFLICT OF INTEREST AS NEEDED AT THE BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD EVALUATES THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY DURING AN EXECUTIVE SESSION IN WHICH THE DIRECTOR IS NOT PRESENT. THIS EVALUATION IS INCLUDED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON 24 HOUR REQUEST AS INFORMATION IS KEPT LOCKED IN STORAGE AND IN THE EXECUTIVE DIRECTOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0105000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0105000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01937229
IRS990/TotalAssetsEOYAmt02041039
IRS990/TotalAssetsGrp/BOYAmt01937229
IRS990/TotalAssetsGrp/EOYAmt02041039
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0891
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0176732
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0865565
IRS990/TotalFunctionalExpensesGrp/TotalAmt01042297
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt057268
IRS990/TotalLiabilitiesEOYAmt034248
IRS990/TotalLiabilitiesGrp/BOYAmt057268
IRS990/TotalLiabilitiesGrp/EOYAmt034248
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01879961
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02006791
IRS990/TotalProgramServiceExpensesAmt0865565
IRS990/TotalProgramServiceRevenueAmt01167487
IRS990/TotalReportableCompFromOrgAmt087473
IRS990/TotalRevenueGrp/ExclusionAmt0749
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01167487
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01169127
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01937229
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02041039
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01774961
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01901791
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0452 CHANDELLE CT NE
IRS990/USAddress/CityNm0SALEM
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097301
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WINDSORPLACESALEM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HUNTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXCUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05035810393
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDSOR PLACE INC
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0930803423
ReturnHeader/Filer/PhoneNum05035810393
ReturnHeader/Filer/USAddress/AddressLine1Txt03009 WINDSOR AVE NE
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07413DEB27925A32FF8048C49E95EE65CBC137797
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07413DEB27925A32FF8048C49E95EE65CBC137797
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200745610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACUMEN FINANCIAL SERVICES GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 CENTERPOINTE DR STE 345
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036829600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENDRA STEPH
ReturnHeader/ReturnTs02017-11-14T09:42:48-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,041,039
Liabilities
$34,248
Net assets
$2,006,791
Revenue
$1,169,127
Expenses
$1,042,297
Net income
$126,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.32$0.05$2.27$1.54$1.66$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.05$2.39$1.52$1.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.05$2.45$1.47$1.48$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.05$2.45$1.49$1.40$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.03$2.36$1.38$1.29$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.02$2.26$1.32$1.25$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.03$2.19$1.25$1.15$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.03$2.10$1.19$1.10$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$1.17$1.04$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.06$1.88$1.16$1.02$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.07$1.73$1.16$1.00$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.07$1.58$1.12$1.02$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.09$1.49$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.10$1.41$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.12$1.33$0.92