Civic Intelligence

Alpha Phi House Association C/O Carla Hoffman

990 • Fiscal year 2023 • EIN 93-6042000

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 02, 2023

9717 Elk Grove Florin Rd Unit BElk Grove, CA 95624

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

46th percentile

0.06x

Higher debt load relative to assets than 46% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.16x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Net Margin

56th percentile

19%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Asset Growth

88th percentile

9.8%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,920,330

Up $170,938 (+9.8%) from 2022

Net Assets

Up

$1,809,145

Up $132,266 (+7.9%) from 2022

Liabilities

Up

$111,185

Up $38,672 (+53%) from 2022

Revenue

Up

$708,466

Up $91,857 (+15%) from 2022

Expenses

Up

$576,200

Up $10,163 (+1.8%) from 2022

Net Income

Up

$132,266

Up $81,694 (+162%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $734,609Liabilities 2011: $90,269Net Assets 2011: $644,3402011Assets 2012: $854,568Liabilities 2012: $55,441Net Assets 2012: $799,1272012Assets 2013: $1,019,445Liabilities 2013: $93,673Net Assets 2013: $925,7722013Assets 2014: $1,112,463Liabilities 2014: $61,818Net Assets 2014: $1,050,6452014Assets 2015: $1,202,195Liabilities 2015: $45,944Net Assets 2015: $1,156,2512015Assets 2016: $1,302,840Liabilities 2016: $0Net Assets 2016: $1,302,8402016Assets 2017: $1,383,963Liabilities 2017: $3,601Net Assets 2017: $1,380,3622017Assets 2018: $1,572,099Liabilities 2018: $77,398Net Assets 2018: $1,494,7012018Assets 2019: $1,625,198Liabilities 2019: $4,972Net Assets 2019: $1,620,2262019Assets 2020: $1,583,321Liabilities 2020: $0Net Assets 2020: $1,583,3212020Assets 2021: $1,781,757Liabilities 2021: $155,450Net Assets 2021: $1,626,3072021Assets 2022: $1,749,392Liabilities 2022: $72,513Net Assets 2022: $1,676,8792022Assets 2023: $1,920,330Liabilities 2023: $111,185Net Assets 2023: $1,809,1452023Assets 2024: $1,960,419Liabilities 2024: $61,042Net Assets 2024: $1,899,3772024Assets 2025: $2,092,896Liabilities 2025: $84,982Net Assets 2025: $2,007,9142025

Highlighted filing

2023

Assets$1,920,330
Liabilities$111,185
Net Assets$1,809,145

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $550,972Expenses 2011: $437,604Net Income 2011: $113,3682011Revenue 2012: $497,960Expenses 2012: $343,173Net Income 2012: $154,7872012Expenses 2013: $364,9732013Revenue 2014: $503,073Expenses 2014: $378,200Net Income 2014: $124,8732014Revenue 2015: $518,009Expenses 2015: $412,403Net Income 2015: $105,6062015Revenue 2016: $597,363Expenses 2016: $450,774Net Income 2016: $146,5892016Revenue 2017: $566,890Expenses 2017: $489,368Net Income 2017: $77,5222017Revenue 2018: $579,549Expenses 2018: $465,210Net Income 2018: $114,3392018Revenue 2019: $572,898Expenses 2019: $447,373Net Income 2019: $125,5252019Revenue 2020: $365,452Expenses 2020: $402,357Net Income 2020: -$36,9052020Revenue 2021: $514,823Expenses 2021: $471,837Net Income 2021: $42,9862021Revenue 2022: $616,609Expenses 2022: $566,037Net Income 2022: $50,5722022Revenue 2023: $708,466Expenses 2023: $576,200Net Income 2023: $132,2662023Revenue 2024: $743,569Expenses 2024: $653,337Net Income 2024: $90,2322024Revenue 2025: $754,463Expenses 2025: $645,926Net Income 2025: $108,5372025

Highlighted filing

2023

Revenue$708,466
Expenses$576,200
Net Income$132,266
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 2, 2023
Return Version
2022v5.0
Gross Receipts
$708,466
Mission and Program Overview

Mission

Provide for our members a safe, quality living environment that promotes academic excellence and individual and chapter success. We are committed to fiscal responsibility, operating with integrity , honoring tradition and demonstrating mutual respect in order to be the premier facility on each campus.

Alpha phi is a sisterhood of women supporting each other in lifelong achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,676,879$1,809,145▲ $132,266
Land, Buildings, and Equipment, Net$1,338,161$1,296,926▼ $41,235
Savings and Temporary Cash Investments$391,912$602,212▲ $210,300
Cash and Non-Interest-Bearing Accounts$19,319$20,871▲ $1,552
Prepaid Expenses and Deferred Charges-$321-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,749,392$1,920,330▲ $170,938
Liabilities
Deferred Revenue-$55,000-
Unsecured Notes Loans Payable$50,000$53,964▲ $3,964
Accounts Payable and Accrued Expenses$22,513$2,221▼ $20,292
Total Liabilities$72,513$111,185▲ $38,672
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,676,879$1,809,145▲ $132,266
Total Liabilities and Net Assets / Fund Balance$1,749,392$1,920,330▲ $170,938

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,119,408$402,357$1,521,765
Equipment$45,699$228,229$273,928
Buildings$89,790$22,651$112,441
Other Land Buildings$34,819$13,701$48,520
Land$7,210-$7,210
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anne RossPresident
Aviann CastroBoard Member
Claire CostinBoard Member
Maya BaileyBoard Member
Amber HarrisSecretary
Kary HuffmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$707,101
Investment Income
$1,365
Other Revenue
$0
Change in Net Assets
$132,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$484,885
Salaries, Compensation, and Employee Benefits$80,743
Grants and Similar Amounts Paid$10,572
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$244,351
Occupancy---$139,437
Other Salaries and Wages---$72,162
Depreciation Depletion---$65,148
Fees for Services Accounting---$13,848
Insurance---$10,756
Grants to Domestic Orgs---$10,572
Payroll Taxes---$8,581
Interest---$7,169
Travel---$2,068
Office Expenses---$1,802
Fees for Services Legal---$306
Total Functional Expenses$0$0$0$576,200
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tau Chapter of Alpha Phi FraternityEugene, OR501(c)(7)Program Support$10,572
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
Subject to proxy tax
No
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, Section A, Line 6

All members of said corporation shall be persons admitted to membership in the chapter (whether by formal initiation or formal affiliation as provided under the policies and procedures of the fraternity) and such other members of the fraternity who are so admitted, by a majority vote of the board of directors of the corporation. Additionally members of this corporation shall be limited to those persons who shall meet all of the following qualifications: a. She shall be a member in good standing with the fraternity. B. She shall have attained the age of majority under the laws in the state of oregon. C. She shall have paid her house/chapter bond in full to her collegiate chapter and shall not be in default in any other payments to the corporation or the fraternity; and d. She shall have personally notified the secretary of the corporation, in writing, of her desire to become a member and have furnished to the secretary a personal mailing address.

Form 990, Part VI, Section A, Line 7A

Members elect the board of directors at the corporation's annual meeting.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent accounting firm. The return is sent to the board members for review prior to filing.

Form 990, Part VI, Section C, Line 19

The organization provides its governing documents and financial statements to the public upon request.

Filing and Contact Details

Filer

Filer Name
Alpha Phi House Association
EIN
93-6042000
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Kary Huffman
Title
Treasurer
Phone
9166877700
Signed
2023-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kary Huffman
Formed
1926
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
3
Employees
13
Volunteers
6

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3B

The form 990t will be filed with the parent organization.

Raw XML Appendix338 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ALPHA PHI IS A SISTERHOOD OF WOMEN SUPPORTING EACH OTHER IN LIFELONG ACHIEVEMENT.
IRS990/AddressChangeInd0X
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JULIE SPORTELLI
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IRS990/Desc0THE ORGANIZATION PROVIDES HOUSING FOR CHAPTER MEMBERS WHILE THEY ATTEND THE UNIVERSITY OF OREGON. THE ORGANIZATION ALSO PROVIDES MEALS AND A MEETING PLACE FOR ALL MEMBERS. THE EXPERIENCE OF LIVING TOGETHER, SHARING MEALS AND HAVING A CENTRAL MEETING LOCATION PROMOTES BONDS BETWEEN MEMBERS AND ENCOURAGES SOCIAL INTERACTION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/MissionDesc0PROVIDE FOR OUR MEMBERS A SAFE, QUALITY LIVING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND INDIVIDUAL AND CHAPTER SUCCESS. WE ARE COMMITTED TO FISCAL RESPONSIBILITY, OPERATING WITH INTEGRITY, HONORING TRADITION AND DEMONSTRATING MUTUAL RESPECT IN ORDER TO BE THE PREMIER FACILITY ON EACH CAMPUS.
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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IRS990ScheduleI/RecipientTable/RecipientEIN0930111580
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990T WILL BE FILED WITH THE PARENT ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF SAID CORPORATION SHALL BE PERSONS ADMITTED TO MEMBERSHIP IN THE CHAPTER (WHETHER BY FORMAL INITIATION OR FORMAL AFFILIATION AS PROVIDED UNDER THE POLICIES AND PROCEDURES OF THE FRATERNITY) AND SUCH OTHER MEMBERS OF THE FRATERNITY WHO ARE SO ADMITTED, BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS OF THE CORPORATION. ADDITIONALLY MEMBERS OF THIS CORPORATION SHALL BE LIMITED TO THOSE PERSONS WHO SHALL MEET ALL OF THE FOLLOWING QUALIFICATIONS: A. SHE SHALL BE A MEMBER IN GOOD STANDING WITH THE FRATERNITY. B. SHE SHALL HAVE ATTAINED THE AGE OF MAJORITY UNDER THE LAWS IN THE STATE OF OREGON. C. SHE SHALL HAVE PAID HER HOUSE/CHAPTER BOND IN FULL TO HER COLLEGIATE CHAPTER AND SHALL NOT BE IN DEFAULT IN ANY OTHER PAYMENTS TO THE CORPORATION OR THE FRATERNITY; AND D. SHE SHALL HAVE PERSONALLY NOTIFIED THE SECRETARY OF THE CORPORATION, IN WRITING, OF HER DESIRE TO BECOME A MEMBER AND HAVE FURNISHED TO THE SECRETARY A PERSONAL MAILING ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT THE BOARD OF DIRECTORS AT THE CORPORATION'S ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE RETURN IS SENT TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01749392
IRS990/TotalAssetsEOYAmt01920330
IRS990/TotalAssetsGrp/BOYAmt01749392
IRS990/TotalAssetsGrp/EOYAmt01920330
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/TotalAmt0576200
IRS990/TotalGrossUBIAmt01365
IRS990/TotalLiabilitiesBOYAmt072513
IRS990/TotalLiabilitiesEOYAmt0111185
IRS990/TotalLiabilitiesGrp/BOYAmt072513
IRS990/TotalLiabilitiesGrp/EOYAmt0111185
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01676879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01809145
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0707101
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0707101
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0708466
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01365
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01749392
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01920330
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02068
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt050000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt053964
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT B
IRS990/USAddress/CityNm0ELK GROVE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095624
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KARY HUFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09166877700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI HOUSE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0936042000
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT B
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012800 N MERIDIAN ST STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum03178488920
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02023-10-03T11:53:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUFFMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.08$2.01$0.75$0.65$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.06$1.90$0.74$0.65$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.11$1.81$0.71$0.58$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.07$1.68$0.62$0.57$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.16$1.63$0.51$0.47$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.37$0.40$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.62$0.57$0.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.08$1.49$0.58$0.47$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.57$0.49$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.60$0.45$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.05$1.16$0.52$0.41$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.06$1.05$0.50$0.38$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.09$0.93$0.36
2012Summary only. Only limited summary data is available for this year.$0.85$0.06$0.80$0.50$0.34$0.15
2011Summary only. Only limited summary data is available for this year.$0.73$0.09$0.64$0.55$0.44$0.11