Civic Intelligence

Portland Rotary Charitable Trust

990 • Fiscal year 2015 • EIN 93-6031284

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 22, 2015

Organization ProfileN/A
619 SW 11th Avenue Suite 110Portland, OR 97205

(503) 228-1542

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

52nd percentile

3.3%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$58,844

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,115,191

Down $123,108 (-3.8%) from 2014

Net Assets

Down

$3,114,186

Down $117,060 (-3.6%) from 2014

Liabilities

Down

$1,005

Down $6,048 (-86%) from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin52nd percentile

Revenue

Down

$350,247

Down $278,862 (-44%) from 2014

Expenses

Up

$338,816

Up $79,941 (+31%) from 2014

Net Income

Down

$11,431

Down $358,803 (-97%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,931,463Liabilities 2010: $3,560Net Assets 2010: $1,927,9032010Assets 2011: $2,032,221Liabilities 2011: $7,375Net Assets 2011: $2,024,8462011Assets 2012: $1,965,268Liabilities 2012: $0Net Assets 2012: $1,965,2682012Assets 2013: $2,629,891Liabilities 2013: $5,735Net Assets 2013: $2,624,1562013Assets 2014: $3,238,299Liabilities 2014: $7,053Net Assets 2014: $3,231,2462014Assets 2015: $3,115,191Liabilities 2015: $1,005Net Assets 2015: $3,114,1862015Assets 2016: $3,673,016Liabilities 2016: $79,248Net Assets 2016: $3,593,7682016Assets 2017: $3,911,416Liabilities 2017: $107,677Net Assets 2017: $3,803,7392017Assets 2018: $4,113,491Liabilities 2018: $67,457Net Assets 2018: $4,046,0342018Assets 2019: $4,540,504Liabilities 2019: $90,828Net Assets 2019: $4,449,6762019Assets 2020: $4,125,819Liabilities 2020: $45,537Net Assets 2020: $4,080,2822020Assets 2021: $4,907,730Liabilities 2021: $90,805Net Assets 2021: $4,816,9252021Assets 2022: $4,171,645Liabilities 2022: $51,520Net Assets 2022: $4,120,1252022Assets 2023: $4,328,386Liabilities 2023: $129,434Net Assets 2023: $4,198,9522023

Highlighted filing

2015

Assets$3,115,191
Liabilities$1,005
Net Assets$3,114,186
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $881,3162010Expenses 2011: $318,2882011Revenue 2012: $207,511Expenses 2012: $232,388Net Income 2012: -$24,8772012Expenses 2013: $245,7952013Revenue 2014: $629,109Expenses 2014: $258,875Net Income 2014: $370,2342014Revenue 2015: $350,247Expenses 2015: $338,816Net Income 2015: $11,4312015Revenue 2016: $946,971Expenses 2016: $327,927Net Income 2016: $619,0442016Revenue 2017: $270,714Expenses 2017: $314,188Net Income 2017: -$43,4742017Revenue 2018: $468,330Expenses 2018: $310,323Net Income 2018: $158,0072018Revenue 2019: $704,096Expenses 2019: $341,265Net Income 2019: $362,8312019Revenue 2020: $338,338Expenses 2020: $686,537Net Income 2020: -$348,1992020Revenue 2021: $378,455Expenses 2021: $423,820Net Income 2021: -$45,3652021Revenue 2022: $235,975Expenses 2022: $327,165Net Income 2022: -$91,1902022Revenue 2023: $297,214Expenses 2023: $366,461Net Income 2023: -$69,2472023

Highlighted filing

2015

Revenue$350,247
Expenses$338,816
Net Income$11,431
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 22, 2015
Return Version
2014v6.0
Gross Receipts
$423,038
Mission and Program Overview

Mission

The portland rotary charitable trust is the entity by which the rotary club of portland carries out its philanthropic activities in both the local and world communities servicing primarily the needs of youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,852,467$2,771,176▼ $81,291
Savings and Temporary Cash Investments$338,146$298,644▼ $39,502
Investments Other Securities$47,686$45,371▼ $2,315
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,238,299$3,115,191▼ $123,108
Other Assets Total-$0-
Liabilities
Other Liabilities$7,053$1,005▼ $6,048
Total Liabilities$7,053$1,005▼ $6,048
Net Assets / Fund Balance
Unrestricted Net Assets$1,810,944$1,661,746▼ $149,198
Temporarily Rstr Net Assets$1,420,302$1,452,440▲ $32,138
Total Net Assets Fund Balance$3,231,246$3,114,186▼ $117,060
Total Liabilities and Net Assets / Fund Balance$3,238,299$3,115,191▼ $123,108
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleOtherTotal
Corinn DewaardAdmin Director$58,844$58,844

Board Members and Trustees

NameTitle
Doug CainPresident
Yvonne InserraVice President
Agustin EnriquezTrustee
Bob GrayTrustee
Cole MillsTrustee
Doug HardestyTrustee
George CasperTrustee
Jessica HowardTrustee
Leslie BrunkerTrustee
Lori LaneTrustee
Marc FovinciTrustee
Tom HendricksonTrustee
Tori BrysonTrustee
Maria SchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$192,905
Program Service Revenue
$0
Investment Income
$159,209
Other Revenue
$-1,867
All Other Contributions
$192,905
Change in Net Assets
$11,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$350,247
Revenue Not Reported on Form 990
$-128,491
Total Revenue per Audited Statements
$221,756
Total Revenue per Form 990
$350,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$278,028
Other Expenses$60,788
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$217,533--$217,533
Grants to Domestic Individuals$60,495--$60,495
Fees for Services Other-$7,500-$7,500
Other Expenses-$2,530-$2,530
Total Functional Expenses$278,028$60,788$0$338,816

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$338,816
Total Expenses per Audited Statements$338,816
Total Expenses per Form 990$338,816
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Rotary FoundationEvanston, IL501(c)(3)Wcs Projects$19,500
Rotary District 5100 YeWilsonville, OR501(c)(4)Scholarships$13,700
African Youth CoPortland, OR501(c)(3)Computer Equipment$8,000
Central City ConcernPortland, OR501(c)(3)Passenger Van$8,000
Pathfinders of OregonPortland, OR501(c)(3)Passenger Van$8,000
Youth Guidance AssociationPortland, OR501(c)(3)Passenger Van$7,500
My Sisters HouseTroutdale, OR501(c)(3)Outdoor Playhouse$6,000
New Song School of MusicPortland, OR501(c)(3)Instruments and Furniture$5,930
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$59,392
Fundraising Gross Income$57,525
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Or Ethics in Business$57,525$57,525$59,392$-1,867
Total Events$57,525$57,525$59,392$-1,867
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$1,005
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

“Form 990 is reviewed by the board of directors before filing.”

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

“Disclosure of any potential conflict of interest is requested at every meeting of the board of directors.”

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

“The trust has no employees.”

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

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Portland Rotary Charitable Trust
EIN
93-6031284
Phone
5032281542
Address
619 SW 11th Avenue Suite 110, Portland, OR 97205

Signing Officer

Name
Corinn Dewaard
Title
Admin Director
Signed
2015-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corinn Dewaard
Formed
1949
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
150

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
William K Rouse CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

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

“Other program services 4: world community service projects program provides funds that are used in humanitarian projects in partnership with other clubs abroad. Other program services 5: youth programs benefit youth through unrestricted contributions that are designated by the board, and contributions temporarily restricted to the benefit of youth and sponsoring camperships and youth exchange activities. Other program services 6: wheels of power program provides funds for disbursement to mobility-challenged induviduals and organizations that support them. Other program services 7: miscellaneous programs provide funds that are used to support domestic violence solutions, enterprise academy, interact, preserve planet earth and rotary youth leadership awards (ryla).”

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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PORTLAND ROTARY CHARITABLE TRUST IS THE ENTITY BY WHICH THE ROTARY CLUB OF PORTLAND CARRIES OUT ITS PHILANTHROPIC ACTIVITIES IN BOTH THE LOCAL AND WORLD COMMUNITIES SERVICING PRIMARILY THE NEEDS OF YOUTH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt03114186
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt097379
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt097379
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1867
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1867
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-128491
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TRUST ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1BOARD FUND EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050758
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12530
IRS990/OtherExpensesGrp/TotalAmt050758
IRS990/OtherExpensesGrp/TotalAmt12530
IRS990/OtherLiabilitiesGrp/BOYAmt07053
IRS990/OtherLiabilitiesGrp/EOYAmt01005
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CORINN DEWAARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0YOUTH PROGRAMS BENEFIT YOUTH THROUGH UNRESTRICTED CONTRIBUTIONS THAT ARE DESIGNATED BY THE BOARD, AND CONTRIBUTIONS TEMPORARILY RESTRICTED TO THE BENEFIT OF YOUTH AND SPONSORING CAMPERSHIPS AND YOUTH EXCHANGE ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069431
IRS990/ProgSrvcAccomActy2Grp/GrantAmt069431
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY GRANTS PROGRAM PROVIDES FUNDS FOR DISBURSEMENT TO COMMUNITY ORGANIZATIONS THAT HAVE REQUESTED DONATIONS AND MEET THE ROTARY CLUB OF PORTLAND, OREGON ESTABLISHED CRITERIA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt062998
IRS990/ProgSrvcAccomActy3Grp/GrantAmt062998
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0507166
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0212286
IRS990/PYInvestmentIncomeAmt0121943
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt046589
IRS990/PYRevenuesLessExpensesAmt0370234
IRS990/PYTotalExpensesAmt0258875
IRS990/PYTotalRevenueAmt0629109
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011431
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0338146
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0298644
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt020840
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt070760
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt064305
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt058000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0235122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0192905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0206471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0168173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0165597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0154049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0887195
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt057525
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041914
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt055830
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IRS990ScheduleA/InvestmentIncomeCYPct00.24730
IRS990ScheduleA/InvestmentIncomePYPct00.22140
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02642
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.56380
IRS990ScheduleA/PublicSupportPY509Pct00.41870
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt070760
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt064305
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt058000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0235122
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0206471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0168173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0165597
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IRS990ScheduleA/Total509Grp/TotalAmt0944720

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,115,191
Liabilities
$1,005
Net assets
$3,114,186
Revenue
$350,247
Expenses
$338,816
Net income
$11,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.33$0.13$4.20$0.30$0.37$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.05$4.12$0.24$0.33$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.09$4.82$0.38$0.42$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.05$4.08$0.34$0.69$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.09$4.45$0.70$0.34$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.07$4.05$0.47$0.31$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.11$3.80$0.27$0.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.08$3.59$0.95$0.33$0.62
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.11$0.35$0.34$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.01$3.23$0.63$0.26$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.01$2.62$0.25
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.21$0.23$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.01$2.02$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.88