Civic Intelligence

Process Work Institute

990 • Fiscal year 2023 • EIN 93-1040479

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 12, 2024

2049 NW Hoyt StPortland, OR 97209

(503) 223-8188

Siviq Scores

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

Liabilities / Assets

76th percentile

0.22x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.19x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$65,689

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

95th percentile

140%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

26%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$565,041

Up $330,011 (+140%) from 2022

Net Assets

Up

$441,271

Up $227,657 (+107%) from 2022

Liabilities

Up

$123,770

Up $102,354 (+478%) from 2022

Revenue

Up

$664,586

Up $137,989 (+26%) from 2022

Expenses

Down

$436,929

Down $192,800 (-31%) from 2022

Net Income

Up

$227,657

Up $330,789 (+321%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $853,004Liabilities 2011: $112,234Net Assets 2011: $740,7702011Assets 2012: $787,433Liabilities 2012: $118,869Net Assets 2012: $668,5642012Assets 2013: $664,636Liabilities 2013: $109,343Net Assets 2013: $555,2932013Assets 2014: $597,102Liabilities 2014: $125,642Net Assets 2014: $471,4602014Assets 2015: $575,621Liabilities 2015: $96,231Net Assets 2015: $479,3902015Assets 2016: $533,536Liabilities 2016: $98,445Net Assets 2016: $435,0912016Assets 2017: $349,408Liabilities 2017: $30,133Net Assets 2017: $319,2752017Assets 2018: $396,512Liabilities 2018: $13,146Net Assets 2018: $383,3662018Assets 2019: $352,832Liabilities 2019: $6,763Net Assets 2019: $346,0692019Assets 2020: $406,711Liabilities 2020: $40,833Net Assets 2020: $365,8782020Assets 2021: $364,050Liabilities 2021: $47,754Net Assets 2021: $316,2962021Assets 2022: $235,030Liabilities 2022: $21,416Net Assets 2022: $213,6142022Assets 2023: $565,041Liabilities 2023: $123,770Net Assets 2023: $441,2712023Assets 2024: $388,653Liabilities 2024: $70,351Net Assets 2024: $318,3022024Assets 2025: $327,872Liabilities 2025: $27,650Net Assets 2025: $300,2222025

Highlighted filing

2023

Assets$565,041
Liabilities$123,770
Net Assets$441,271

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $837,8032011Expenses 2012: $847,2682012Revenue 2013: $771,194Expenses 2013: $884,465Net Income 2013: -$113,2712013Revenue 2014: $666,660Expenses 2014: $750,493Net Income 2014: -$83,8332014Revenue 2015: $890,201Expenses 2015: $882,271Net Income 2015: $7,9302015Revenue 2016: $794,331Expenses 2016: $838,630Net Income 2016: -$44,2992016Revenue 2017: $557,920Expenses 2017: $673,736Net Income 2017: -$115,8162017Revenue 2018: $612,483Expenses 2018: $548,392Net Income 2018: $64,0912018Revenue 2019: $655,909Expenses 2019: $693,206Net Income 2019: -$37,2972019Revenue 2020: $649,872Expenses 2020: $630,063Net Income 2020: $19,8092020Revenue 2021: $548,813Expenses 2021: $598,395Net Income 2021: -$49,5822021Revenue 2022: $526,597Expenses 2022: $629,729Net Income 2022: -$103,1322022Revenue 2023: $664,586Expenses 2023: $436,929Net Income 2023: $227,6572023Revenue 2024: $271,061Expenses 2024: $394,030Net Income 2024: -$122,9692024Revenue 2025: $373,574Expenses 2025: $391,654Net Income 2025: -$18,0802025

Highlighted filing

2023

Revenue$664,586
Expenses$436,929
Net Income$227,657
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 12, 2024
Return Version
2022v5.0
Gross Receipts
$664,586
Mission and Program Overview

Mission

Process work institute is dedicated to being a learning community of excellence, promoting research, training and development in process work. It aims to provide cutting edge knowledge and resources in process work and its applications.

Our mission is to provide vocational, high quality training in processwork facilitation methods and applications across individual, relationship, group and organizational contexts and to serve as a center for the teaching, research and development of techniques for working with process. We prepare graduates with the skills needed for employment in roles such as management, mediation, facilitation, individual coaching, leadership, human resource and community services management, international development, organizational consultancy and training. Process is the potentially meaningful flow of inner and outer signals that can be observed in individuals and groups. Processwork facilitation techniques work with behaviors, feelings, interactions, expression and inner experiences to elicit unexpected solutions and meaning from the most difficult problems. Our mission serves a diverse local and international community of learners seeking quality education and training delivered through a rigor

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$143,435$372,473▲ $229,038
Land, Buildings, and Equipment, Net$84,470$75,554▼ $8,916
Accounts Receivable$5,500$4,938▼ $562
Prepaid Expenses and Deferred Charges$1,625$225▼ $1,400
Total Assets$235,030$565,041▲ $330,011
Other Assets Total-$111,851-
Liabilities
Other Liabilities-$111,851-
Accounts Payable and Accrued Expenses$21,416$11,919▼ $9,497
Total Liabilities$21,416$123,770▲ $102,354
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$202,941$441,271▲ $238,330
Net Assets With Donor Restrictions$10,673--
Total Net Assets Fund Balance$213,614$441,271▲ $227,657
Total Liabilities and Net Assets / Fund Balance$235,030$565,041▲ $330,011

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$70,250$307,821$378,071
Other Land Buildings$5,304$27,163$32,467
Equipment-$29,004$29,004
Other Assets Org$111,851--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hellene GrondaExecutive DiFT$61,445$4,244$65,689
Rhea ShapiroChair/secretPT$5,405-$5,405
Diane WongDirector-$1,434-$1,434

Board Members and Trustees

NameTitle
Amy PalatnickDirector
Irina FeginaDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$384,026
Program Service Revenue
$273,639
Investment Income
$0
Other Revenue
$6,921
All Other Contributions
$384,026
Change in Net Assets
$227,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,548
Salaries, Compensation, and Employee Benefits$153,381
Total Fundraising Expense$15,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$54,951$9,649$3,684$68,284
Other Salaries and Wages$45,928$9,211$3,516$58,655
Occupancy$25,927$5,200$1,985$33,112
Depreciation Depletion$19,153$3,841$1,466$24,460
Fees for Services Other$3,048$21,341-$24,389
Office Expenses$15,673$3,143$1,199$20,015
Payroll Taxes$10,771$2,160$825$13,756
Other Employee Benefits$9,933$1,992$761$12,686
Insurance$9,147$1,834$700$11,681
Advertising$5,235-$1,308$6,543
Other Expenses$750$150$57$957
Total Functional Expenses$362,907$58,521$15,501$436,929
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$111,851
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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, Page 6, Part VI, Line 2

Hellene gronda sofia ilia exec dir contractor spouse rhea shapiro jan emetchi board chair contractor spouse

Form 990, Page 6, Part VI, Line 11B

Form 990 reviewed by organization management.

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

Disclosures of conflicts of interest are requested and discussed annually at the board meeting.

Form 990, Page 6, Part VI, Line 19

Financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Process Work Institute
EIN
93-1040479
Phone
5032238188
Address
2049 NW HOYT ST, PORTLAND, OR 97209

Signing Officer

Name
Hellene Gronda
Title
Executive Director
Phone
5032238188
Signed
2024-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hellene Gronda
Formed
1989
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
6
Volunteers
5

Preparer

Firm
Dougall Conradie LLC
Address
9400 SW BARNES RD 309, PORTLAND, OR 97225-6658
Preparer
Rich Winkel
Phone
9712499920
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission is to provide vocational, high quality training in processwork facilitation methods and applications across individual, relationship, group and organizational contexts and to serve as a center for the teaching, research and development of techniques for working with process. We prepare graduates with the skills needed for employment in roles such as management, mediation, facilitation, individual coaching, leadership, human resource and community services management, international development, organizational consultancy and training. Process is the potentially meaningful flow of inner and outer signals that can be observed in individuals and groups. Processwork facilitation techniques work with behaviors, feelings, interactions, expression and inner experiences to elicit unexpected solutions and meaning from the most difficult problems. Our mission serves a diverse local and international community of learners seeking quality education and training delivered through a rigorous combination of academic and vocational study; practical and experiential learning; personal development and social awareness.

Form 990

Arnold and amy mindell - co-founders and integral part of the nonprofit, the mindells are the landlords and also teach classes and are compensated as faculty. Family members with business relationship: executive director's spouse, sofia ilia is engaged as a contractor for the portland processwork clinic. Invoices are monitored by kara wilde, the portland processwork clinic administrator and submitted monthly, processed and paid by kelly queen. Executive director has no role in approving payment. Board chair's spouse, jan emetchi, engaged as a faculty contractor, one contract paid october 2022. We have international students in both the masters program and the online and in personcommunity classes. We collect tuition and course registration payments from international sources using stripe, wise, and paypal payment processors. We also have some international faculty contractors that we pay using wise.

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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0307821
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0378071
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0111851
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT TO USE LEASE ASSET
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt027163
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt032467
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0111851
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0111851
IRS990ScheduleD/TotalLiabilityAmt0111851
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PER REV-PROC 75-50, POLICY HAS BEEN AND WILL CONTINUE TO BE PUBLICIZED IN NEWSPAPER AND OTHER LOCAL PUBLICATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO PROVIDE VOCATIONAL, HIGH QUALITY TRAINING IN PROCESSWORK FACILITATION METHODS AND APPLICATIONS ACROSS INDIVIDUAL, RELATIONSHIP, GROUP AND ORGANIZATIONAL CONTEXTS AND TO SERVE AS A CENTER FOR THE TEACHING, RESEARCH AND DEVELOPMENT OF TECHNIQUES FOR WORKING WITH PROCESS. WE PREPARE GRADUATES WITH THE SKILLS NEEDED FOR EMPLOYMENT IN ROLES SUCH AS MANAGEMENT, MEDIATION, FACILITATION, INDIVIDUAL COACHING, LEADERSHIP, HUMAN RESOURCE AND COMMUNITY SERVICES MANAGEMENT, INTERNATIONAL DEVELOPMENT, ORGANIZATIONAL CONSULTANCY AND TRAINING. PROCESS IS THE POTENTIALLY MEANINGFUL FLOW OF INNER AND OUTER SIGNALS THAT CAN BE OBSERVED IN INDIVIDUALS AND GROUPS. PROCESSWORK FACILITATION TECHNIQUES WORK WITH BEHAVIORS, FEELINGS, INTERACTIONS, EXPRESSION AND INNER EXPERIENCES TO ELICIT UNEXPECTED SOLUTIONS AND MEANING FROM THE MOST DIFFICULT PROBLEMS. OUR MISSION SERVES A DIVERSE LOCAL AND INTERNATIONAL COMMUNITY OF LEARNERS SEEKING QUALITY EDUCATION AND TRAINING DELIVERED THROUGH A RIGOROUS COMBINATION OF ACADEMIC AND VOCATIONAL STUDY; PRACTICAL AND EXPERIENTIAL LEARNING; PERSONAL DEVELOPMENT AND SOCIAL AWARENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ARNOLD AND AMY MINDELL - CO-FOUNDERS AND INTEGRAL PART OF THE NONPROFIT, THE MINDELLS ARE THE LANDLORDS AND ALSO TEACH CLASSES AND ARE COMPENSATED AS FACULTY. FAMILY MEMBERS WITH BUSINESS RELATIONSHIP: EXECUTIVE DIRECTOR'S SPOUSE, SOFIA ILIA IS ENGAGED AS A CONTRACTOR FOR THE PORTLAND PROCESSWORK CLINIC. INVOICES ARE MONITORED BY KARA WILDE, THE PORTLAND PROCESSWORK CLINIC ADMINISTRATOR AND SUBMITTED MONTHLY, PROCESSED AND PAID BY KELLY QUEEN. EXECUTIVE DIRECTOR HAS NO ROLE IN APPROVING PAYMENT. BOARD CHAIR'S SPOUSE, JAN EMETCHI, ENGAGED AS A FACULTY CONTRACTOR, ONE CONTRACT PAID OCTOBER 2022. WE HAVE INTERNATIONAL STUDENTS IN BOTH THE MASTERS PROGRAM AND THE ONLINE AND IN PERSONCOMMUNITY CLASSES. WE COLLECT TUITION AND COURSE REGISTRATION PAYMENTS FROM INTERNATIONAL SOURCES USING STRIPE, WISE, AND PAYPAL PAYMENT PROCESSORS. WE ALSO HAVE SOME INTERNATIONAL FACULTY CONTRACTORS THAT WE PAY USING WISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HELLENE GRONDA SOFIA ILIA EXEC DIR CONTRACTOR SPOUSE RHEA SHAPIRO JAN EMETCHI BOARD CHAIR CONTRACTOR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 REVIEWED BY ORGANIZATION MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISCLOSURES OF CONFLICTS OF INTEREST ARE REQUESTED AND DISCUSSED ANNUALLY AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TotalContributionsAmt0384026
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015501
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058521
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0362907
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IRS990/TotalReportableCompFromOrgAmt068284
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0664586
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
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IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.PROCESSWORK.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HELLENE GRONDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05032238188
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROCESS WORK INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PROC
ReturnHeader/Filer/EIN0931040479
ReturnHeader/Filer/PhoneNum05032238188
ReturnHeader/Filer/USAddress/AddressLine1Txt02049 NW HOYT ST
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205230500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGALL CONRADIE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09400 SW BARNES RD 309
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972256658
ReturnHeader/PreparerPersonGrp/PhoneNum09712499920
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICH WINKEL
ReturnHeader/ReturnTs02024-06-12T21:25:12-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HELLENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRONDA
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.28$0.28$3.00$3.74$3.92$0.18
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.70$3.18$2.71$3.94$1.23
2023Detailed filing. Detailed filing data is available for this year.$5.65$1.24$4.41$6.65$4.37$2.28
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.21$2.14$5.27$6.30$1.03
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.48$3.16$5.49$5.98$0.50
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.41$3.66$6.50$6.30$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.07$3.46$6.56$6.93$0.37
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.13$3.83$6.12$5.48$0.64
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.30$3.19$5.58$6.74$1.16
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.98$4.35$7.94$8.39$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.76$0.96$4.79$8.90$8.82$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.97$1.26$4.71$6.67$7.50$0.84
2013Summary only. Only limited summary data is available for this year.$6.65$1.09$5.55$7.71$8.84$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$1.19$6.69$8.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.53$1.12$7.41$8.38