Civic Intelligence

Elders in Action

990 • Fiscal year 2016 • EIN 93-1168567

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 09, 2017

Organization ProfileELDERSINACTION.ORG
1411 SW Morrison Street Suite 290Portland, OR 97205

(503) 235-5474

Siviq Scores

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

Liabilities / Assets

50th percentile

0.04x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

81st percentile

$79,251

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

89th percentile

47%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$607,219

Up $194,026 (+47%) from 2015

Net Assets

Up

$583,273

Up $205,550 (+54%) from 2015

Liabilities

Down

$23,946

Down $11,524 (-32%) from 2015

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin84th percentile

Revenue

Up

$737,460

Up $167,650 (+29%) from 2015

Expenses

Up

$531,910

Up $32,946 (+6.6%) from 2015

Net Income

Up

$205,550

Up $134,704 (+190%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$800K$600K$400K$200K$0Assets 2010: $400,749Liabilities 2010: $25,648Net Assets 2010: $375,1012010Assets 2011: $314,539Liabilities 2011: $25,785Net Assets 2011: $288,7542011Assets 2012: $308,057Liabilities 2012: $21,312Net Assets 2012: $286,7452012Assets 2013: $316,007Liabilities 2013: $26,371Net Assets 2013: $289,6362013Assets 2014: $336,283Liabilities 2014: $29,406Net Assets 2014: $306,8772014Assets 2015: $413,193Liabilities 2015: $35,470Net Assets 2015: $377,7232015Assets 2016: $607,219Liabilities 2016: $23,946Net Assets 2016: $583,2732016Assets 2017: $711,978Liabilities 2017: $29,746Net Assets 2017: $682,2322017Assets 2018: $623,901Liabilities 2018: $39,327Net Assets 2018: $584,5742018Assets 2019: $244,724Liabilities 2019: $87Net Assets 2019: $244,6372019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$607,219
Liabilities$23,946
Net Assets$583,273
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $509,6652010Expenses 2011: $532,1062011Expenses 2012: $494,1432012Expenses 2013: $490,1382013Revenue 2014: $526,877Expenses 2014: $509,636Net Income 2014: $17,2412014Revenue 2015: $569,810Expenses 2015: $498,964Net Income 2015: $70,8462015Revenue 2016: $737,460Expenses 2016: $531,910Net Income 2016: $205,5502016Revenue 2017: $740,954Expenses 2017: $641,995Net Income 2017: $98,9592017Revenue 2018: $566,912Expenses 2018: $664,570Net Income 2018: -$97,6582018Revenue 2019: $345,801Expenses 2019: $685,738Net Income 2019: -$339,9372019Revenue 2020: $5,052Expenses 2020: $249,689Net Income 2020: -$244,6372020

Highlighted filing

2016

Revenue$737,460
Expenses$531,910
Net Income$205,550
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 9, 2017
Return Version
2015v3.0
Gross Receipts
$739,553
Mission and Program Overview

Mission

We promote the health, resilience and vibrancy of our community by advocating for, educating, and serving older adults through volunteer engagement.

To assure a vibrant community through the active involvement of older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$234,210$404,075▲ $169,865
Accounts Receivable$75,123$90,415▲ $15,292
Cash and Non-Interest-Bearing Accounts$56,389$64,436▲ $8,047
Prepaid Expenses and Deferred Charges$10,028$10,735▲ $707
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$413,193$607,219▲ $194,026
Other Assets Total$37,443$37,558▲ $115
Liabilities
Accounts Payable and Accrued Expenses$20,470$23,946▲ $3,476
Deferred Revenue$15,000--
Total Liabilities$35,470$23,946▼ $11,524
Net Assets / Fund Balance
Unrestricted Net Assets$369,973$580,273▲ $210,300
Temporarily Rstr Net Assets$7,750$3,000▼ $4,750
Total Net Assets Fund Balance$377,723$583,273▲ $205,550
Total Liabilities and Net Assets / Fund Balance$413,193$607,219▲ $194,026

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$62,036$62,036
Leasehold Improvements-$11,802$11,802
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara BernsteinExecutive DirectorFT$68,570$10,681$79,251

Board Members and Trustees

NameTitle
Steven ClarkPresident
Cheryll BrounsteinVice President
Joaquin PastorBoard Member
Kristen MccallBoard Member
Stephanie CarterBoard Member
Stephanie MontgomeryBoard Member
Terry DavisBoard Member
Tom DanielsBoard Member
Will FullerBoard Member
Grace IshidaSecretary
Robert GassnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$238,717
Program Service Revenue
$444,977
Investment Income
$861
Other Revenue
$52,905
All Other Contributions
$234,177
Change in Net Assets
$205,550

Audited Revenue Reconciliation

Revenue per Audited Statements
$737,460
Revenue Not Reported on Form 990
$10,582
Total Revenue per Audited Statements
$748,042
Total Revenue per Form 990
$737,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$374,486
Other Expenses$157,424
Total Fundraising Expense$51,561
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$200,879$20,485$9,461$230,825
Current Officers, Directors, Trustees, and Key Employees$70,870$5,652$2,729$79,251
Fees for Services Other$25,599$8,203$23,091$56,893
Occupancy$30,515$5,352$5,352$41,219
Other Employee Benefits$27,912$2,939$1,347$32,198
Payroll Taxes$24,022$2,371$1,079$27,472
All Other Expenses$9,450$1,270$884$11,604
Office Expenses$3,662$1,013$592$5,267
Pension Plan Contributions$4,239$338$163$4,740
Insurance$3,864$425$425$4,714
Travel$3,304$631$125$4,060
Other Expenses$1,861$774$1,274$3,909
Conferences and Meetings$1,042$559$375$1,976
Advertising$689$208-$897
Total Functional Expenses$425,627$54,722$51,561$531,910

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$542,492
Expenses per Audited Statements$531,910
Total Expenses per Form 990$531,910
Expenses Not Reported on Form 990$10,582
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,855
Fundraising Direct Expenses$2,093
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
SILVER: A NIGHT TO REMEMBER$59,395$54,855$2,093$52,762
Total Events$59,395$54,855$2,093$52,762
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 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, Part VI, Line 11B: Form 990 Review Process

“A draft of the form 990 is reviewed by the board prior to submission.”

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

“The board reviews potential conflict of interest issues on an ongoing basis.”

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

“The executive director's performance and compensation is reviewed annually by the president and vice president of the board. They are provided with and review available comparability data when making their decision. The decision process is documented in the executive committee's meeting minutes.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“All staff performance and compensation is reviewed annually by the executive director.”

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

“Reasonable requests for financial statements and governing documents are furnished upon request at the offices of elders in action.”

Filing and Contact Details

Filer

Filer Name
Elders in Action
EIN
93-1168567
Phone
5032355474
Address
1411 SW Morrison Street Suite 290, Portland, OR 97205

Signing Officer

Name
Barbara Bernstein
Title
Executive Director
Signed
2017-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Bernstein
Formed
1994
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
150

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Cheryl L Morgan CPA
Phone
5032223338
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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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IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0583273
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/FundraisingAmt05352
IRS990/OccupancyGrp/ManagementAndGeneralAmt05352
IRS990/OccupancyGrp/ProgramServicesAmt030515
IRS990/OccupancyGrp/TotalAmt041219
IRS990/OfficeExpensesGrp/FundraisingAmt0592
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01013
IRS990/OfficeExpensesGrp/ProgramServicesAmt03662
IRS990/OfficeExpensesGrp/TotalAmt05267
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt037558
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01347
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02939
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027912
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032198
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt0710
IRS990/OtherExpensesGrp/FundraisingAmt1894
IRS990/OtherExpensesGrp/FundraisingAmt23060
IRS990/OtherExpensesGrp/FundraisingAmt31274
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0858
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1893
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22751
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3774
IRS990/OtherExpensesGrp/ProgramServicesAmt09527
IRS990/OtherExpensesGrp/ProgramServicesAmt18143
IRS990/OtherExpensesGrp/ProgramServicesAmt249
IRS990/OtherExpensesGrp/ProgramServicesAmt31861
IRS990/OtherExpensesGrp/TotalAmt011095
IRS990/OtherExpensesGrp/TotalAmt19930
IRS990/OtherExpensesGrp/TotalAmt25860
IRS990/OtherExpensesGrp/TotalAmt33909
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueTotalAmt0143
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09461
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020485
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0200879
IRS990/OtherSalariesAndWagesGrp/TotalAmt0230825
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01079
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02371
IRS990/PayrollTaxesGrp/ProgramServicesAmt024022
IRS990/PayrollTaxesGrp/TotalAmt027472
IRS990/PensionPlanContributionsGrp/FundraisingAmt0163
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0338
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04239
IRS990/PensionPlanContributionsGrp/TotalAmt04740
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010028
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010735
IRS990/PrincipalOfficerNm0BARBARA BERNSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0434470
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0434470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110507
IRS990/ProgSrvcAccomActy2Grp/Desc0ELDERS IN ACTION COMMISSION IS A CITIZEN ADVISORY GROUP OF MULTNOMAH COUNTY/CITY OF PORTLAND RESIDENTS. THE COMMISSION ADVISES MULTNOMAH COUNTY AGING AND DISABILITY SERVICES, MULTNOMAH COUNTY, AND THE CITY OF PORTLAND ON THE CONCERNS AND NEEDS OF OLDER ADULTS IN OUR COMMUNITY. WITH STRONG ADVOCACY, THIS DYNAMIC GROUP HAS SHAPED THE AGING POLICY ON ALL LEVELS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0151828
IRS990/ProgSrvcAccomActy3Grp/Desc0AGE-FRIENDLY BUSINESS CERTIFICATION (FORMALLY KNOWN AS ELDER FRIENDLY)- SINCE 1993, THE AGE FRIENDLY BUSINESS CERTIFICATION PROGRAM HAS BEEN HELPING BUSINESSES BETTER SERVE THE OLDER CUSTOMER BY USING OUR NATIONALLY RECOGNIZED STANDARD OF SERVICE. EVERY ORGANIZATION IS EVALUATED BY OLDER ADULT VOLUNTEERS WHO PROVIDED FEEDBACK TO THE BUSINESS ON HOW THEY CAN BEST SERVE THE OLDER CUSTOMER. WE CERTIFY A WIDE RANGE OF BUSINESSES FROM RETAIL, HEALTHCARE, GOVERNMENT, TO NON-PROFIT SERVICE PROVIDERS. THE ELDER POPULATION REPRESENTS A LARGE AND GROWING CONSUMER GROUP. IMPLICATIONS FOR BUSINESS ARE CLEAR: IMPROVED ACCESS TO OLDER CONSUMERS AND KNOWLEDGE OF THEIR NEEDS ARE IMPORTANT TO BE COMPETITIVE IN BUSINESS TODAY.
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt0129514
IRS990/PYOtherRevenueAmt029068
IRS990/PYProgramServiceRevenueAmt0405019
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IRS990/PYSalariesCompEmpBnftPaidAmt0369450
IRS990/PYTotalExpensesAmt0498964
IRS990/PYTotalRevenueAmt0569810
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0568676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0524070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0489778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0487499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02738670
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0861
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01698
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02692
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02937
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07902

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$607,219
Liabilities
$23,946
Net assets
$583,273
Revenue
$737,460
Expenses
$531,910
Net income
$205,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.05$2.50$2.45
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$3.46$6.86$3.40
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.39$5.85$5.67$6.65$0.98
2017Detailed filing. Detailed filing data is available for this year.$7.12$0.30$6.82$7.41$6.42$0.99
2016Detailed filing. Detailed filing data is available for this year.$6.07$0.24$5.83$7.37$5.32$2.06
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.35$3.78$5.70$4.99$0.71
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.29$3.07$5.27$5.10$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.26$2.90$4.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.21$2.87$4.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.26$2.89$5.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.26$3.75$5.10