Civic Intelligence

Coos Elderly Services Inc.

990 • Fiscal year 2021 • EIN 93-1318366

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 13, 2022

Organization ProfileN/A

Refreshing map…

390 South 2nd StreetCoos Bay, OR 97420

(541) 756-1202

Siviq Scores

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

Liabilities / Assets

55th percentile

0.04x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.04x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

50th percentile

13%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$47,678

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

52nd percentile

10%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

104%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Flat

$686,328

Flat from 2021

Net Assets

Flat

$657,522

Flat from 2021

Liabilities

Flat

$28,806

Flat from 2021

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin50th percentile

Revenue

Flat

$722,973

Flat from 2021

Expenses

Flat

$631,569

Flat from 2021

Net Income

Flat

$91,404

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $222,853Liabilities 2011: $9,955Net Assets 2011: $212,8982011Assets 2012: $280,695Liabilities 2012: $8,481Net Assets 2012: $272,2142012Assets 2013: $324,826Liabilities 2013: $12,554Net Assets 2013: $312,2722013Assets 2014: $357,752Liabilities 2014: $14,942Net Assets 2014: $342,8102014Assets 2015: $400,358Liabilities 2015: $13,480Net Assets 2015: $386,8782015Assets 2016: $457,524Liabilities 2016: $5,764Net Assets 2016: $451,7602016Assets 2017: $480,460Liabilities 2017: $6,166Net Assets 2017: $474,2942017Assets 2018: $477,348Liabilities 2018: $5,515Net Assets 2018: $471,8332018Assets 2019: $507,229Liabilities 2019: $3,585Net Assets 2019: $503,6442019Assets 2020: $621,554Liabilities 2020: $55,436Net Assets 2020: $566,1182020Assets 2021: $686,328Liabilities 2021: $28,806Net Assets 2021: $657,5222021Assets 2021: $686,328Liabilities 2021: $28,806Net Assets 2021: $657,5222021Assets 2022: $621,395Liabilities 2022: $17,156Net Assets 2022: $604,2392022Assets 2023: $601,477Liabilities 2023: $21,331Net Assets 2023: $580,1462023

Highlighted filing

2021

Assets$686,328
Liabilities$28,806
Net Assets$657,522
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $149,413Expenses 2011: $126,592Net Income 2011: $22,8212011Revenue 2012: $158,075Expenses 2012: $107,376Net Income 2012: $50,6992012Revenue 2013: $148,785Expenses 2013: $123,521Net Income 2013: $25,2642013Revenue 2014: $187,483Expenses 2014: $156,945Net Income 2014: $30,5382014Revenue 2015: $248,112Expenses 2015: $204,044Net Income 2015: $44,0682015Revenue 2016: $278,811Expenses 2016: $213,929Net Income 2016: $64,8822016Revenue 2017: $280,502Expenses 2017: $257,968Net Income 2017: $22,5342017Revenue 2018: $242,576Expenses 2018: $245,037Net Income 2018: -$2,4612018Revenue 2019: $272,465Expenses 2019: $240,654Net Income 2019: $31,8112019Revenue 2020: $354,535Expenses 2020: $292,061Net Income 2020: $62,4742020Revenue 2021: $722,973Expenses 2021: $631,569Net Income 2021: $91,4042021Revenue 2021: $722,973Expenses 2021: $631,569Net Income 2021: $91,4042021Revenue 2022: $282,485Expenses 2022: $335,768Net Income 2022: -$53,2832022Revenue 2023: $277,188Expenses 2023: $301,281Net Income 2023: -$24,0932023

Highlighted filing

2021

Revenue$722,973
Expenses$631,569
Net Income$91,404
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 13, 2022
Return Version
2021v4.0
Gross Receipts
$724,246
Mission and Program Overview

Mission

Promotes the dignity and security of vulnerable people who need assistance in managing their financial affairs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$385,596$427,437▲ $41,841
Cash and Non-Interest-Bearing Accounts$160,984$177,916▲ $16,932
Savings and Temporary Cash Investments$69,592$71,272▲ $1,680
Accounts Receivable$5,382$9,703▲ $4,321
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$621,554$686,328▲ $64,774
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$32,500--
Accounts Payable and Accrued Expenses$10,748$16,618▲ $5,870
Escrow Account Liability$12,188$12,188→ $0
Total Liabilities$55,436$28,806▼ $26,630
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$566,118$657,522▲ $91,404
Total Net Assets Fund Balance$566,118$657,522▲ $91,404
Total Liabilities and Net Assets / Fund Balance$621,554$686,328▲ $64,774

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$203,827$26,054$229,881
Buildings$151,262$35,938$187,200
Equipment$17,001$38,286$55,287
Land$52,800-$52,800
Other Land Buildings$2,547$15,126$17,673
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erlette UpshawExecutive DirectorPT$47,678$47,678
Cintia JeffsClient Services ManagerPT$27,607$27,607

Board Members and Trustees

NameTitle
Claudine BeauchampPresident
Dan M HinrichsBoard Member
Sheree BusbyBoard Member
Todd InmanBoard Member
Jen ShaferSecretary
Dominic JuradoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$634,622
Program Service Revenue
$77,428
Investment Income
$10,504
Other Revenue
$419
All Other Contributions
$493,257
Change in Net Assets
$91,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$386,056
Salaries, Compensation, and Employee Benefits$245,513
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$168,577--$168,577
Current Officers, Directors, Trustees, and Key Employees$35,651$12,026-$47,677
Payroll Taxes$22,590$1,413-$24,003
Depreciation Depletion-$18,537-$18,537
All Other Expenses$5,030$8,482-$13,512
Insurance-$12,191-$12,191
Occupancy-$6,674-$6,674
Other Employee Benefits-$5,256-$5,256
Other Expenses$312,808$2,458-$2,458
Fees for Services Other-$2,199-$2,199
Advertising-$1,040-$1,040
Travel-$366-$366
Total Functional Expenses$544,656$86,913$0$631,569
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$419
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
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
No
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

“No review is performed by the governing body”

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

“Form 990 is available to the public upon request”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Coos Elderly Services Inc
EIN
93-1318366
Phone
5417561202
Address
390 South 2nd Street, Coos Bay, OR 97420

Signing Officer

Name
Erlette Upshaw
Title
Executive Director
Signed
2022-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erlette Upshaw
Voting Board Members
6
Independent Board Members
6
Employees
13
Volunteers
10

Preparer

Firm
Hmw Cpas & Associates LLC
Address
3690 BROADWAY, NORTH BEND, OR 97459
Preparer
Laura Fisher
Phone
5412699338
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“The organization pays expenses on behalf of it's elderly clients. After a client passes away excess funds held as custodian are passed to the client's estate or to Oregon Unclaimed Property.”

Raw XML AppendixShowing 400 of 457 raw XML fields

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/PYOtherExpensesAmt0110094
IRS990/PYOtherRevenueAmt074
IRS990/PYProgramServiceRevenueAmt094793
IRS990/PYRevenuesLessExpensesAmt062474
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IRS990/PYTotalExpensesAmt0292061
IRS990/PYTotalRevenueAmt0354535
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt091404
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt069592
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071272
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0634622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0257609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0146542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt097860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01247593
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010504
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08827
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0-4371
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010613
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt094793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0116953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0135910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0166552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0591636
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010504
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0-4371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010613
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027632
IRS990ScheduleA/InvestmentIncomeCYPct00.01480
IRS990ScheduleA/InvestmentIncomePYPct00.01950
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98520
IRS990ScheduleA/PublicSupportPY509Pct00.98050
IRS990ScheduleA/PublicSupportTotal509Amt01839229
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0712050
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0246870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0264412
IRS990ScheduleA/Total509Grp/TotalAmt01839229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0722554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0354461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0272322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0242499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0275025
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01866861
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/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0151262
IRS990ScheduleD/BuildingsGrp/DepreciationAmt035938
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0187200
IRS990ScheduleD/EquipmentGrp/BookValueAmt017001
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038286
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055287
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt052800
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt052800
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0203827
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026054
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0229881
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02547
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015126
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017673
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization pays expenses on behalf of it's elderly clients. After a client passes away excess funds held as custodian are passed to the client's estate or to Oregon Unclaimed Property.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0427437
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review is performed by the governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0621554
IRS990/TotalAssetsEOYAmt0686328
IRS990/TotalAssetsGrp/BOYAmt0621554
IRS990/TotalAssetsGrp/EOYAmt0686328
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0634622
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086913
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0544656
IRS990/TotalFunctionalExpensesGrp/TotalAmt0631569
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt055436

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$686,328
Liabilities
$28,806
Net assets
$657,522
Revenue
$722,973
Expenses
$631,569
Net income
$91,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.01$0.21$5.80$2.77$3.01$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$0.17$6.04$2.82$3.36$0.53
2021Detailed filing. Detailed filing data is available for this year.$6.86$0.29$6.58$7.23$6.32$0.91
2021Summary only. Only limited summary data is available for this year.$6.86$0.29$6.58$7.23$6.32$0.91
2020Summary only. Only limited summary data is available for this year.$6.22$0.55$5.66$3.55$2.92$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.04$5.04$2.72$2.41$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.06$4.72$2.43$2.45$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.80$0.06$4.74$2.81$2.58$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.06$4.52$2.79$2.14$0.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.13$3.87$2.48$2.04$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.58$0.15$3.43$1.87$1.57$0.31
2013Detailed filing. Detailed filing data is available for this year.$3.25$0.13$3.12$1.49$1.24$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.08$2.72$1.58$1.07$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.10$2.13$1.49$1.27$0.23