Civic Intelligence

Alliance on Aging Inc.

990 • Fiscal year 2021 • EIN 94-1747036

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization Profilewww.allianceonaging.org

View Organization Page

247 Main StreetSalinas, CA 93901

(831) 655-1334

Siviq Scores

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

Liabilities / Assets

48th percentile

0.06x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.07x

Higher debt load relative to revenue than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

45th percentile

10%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

81st percentile

$134,517

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

4.3%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$2,327,283

Up $315,091 (+16%) from 2020

Net Assets

Up

$2,195,909

Up $375,180 (+21%) from 2020

Liabilities

Down

$131,374

Down $60,089 (-31%) from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin45th percentile

Revenue

Up

$1,945,017

Up $80,323 (+4.3%) from 2020

Expenses

Down

$1,749,585

Down $84,296 (-4.6%) from 2020

Net Income

Up

$195,432

Up $164,619 (+534%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $586,476Liabilities 2011: $91,923Net Assets 2011: $494,5532011Assets 2012: $510,955Liabilities 2012: $126,427Net Assets 2012: $384,5282012Assets 2013: $772,626Liabilities 2013: $130,042Net Assets 2013: $642,5842013Assets 2014: $1,002,220Liabilities 2014: $112,075Net Assets 2014: $890,1452014Assets 2015: $1,129,066Liabilities 2015: $118,035Net Assets 2015: $1,011,0312015Assets 2016: $1,304,668Liabilities 2016: $105,459Net Assets 2016: $1,199,2092016Assets 2017: $1,932,786Liabilities 2017: $110,279Net Assets 2017: $1,822,5072017Assets 2018: $1,922,595Liabilities 2018: $129,053Net Assets 2018: $1,793,5422018Assets 2019: $1,889,294Liabilities 2019: $133,183Net Assets 2019: $1,756,1112019Assets 2020: $2,012,192Liabilities 2020: $191,463Net Assets 2020: $1,820,7292020Assets 2021: $2,327,283Liabilities 2021: $131,374Net Assets 2021: $2,195,9092021Assets 2022: $2,629,077Liabilities 2022: $394,641Net Assets 2022: $2,234,4362022Assets 2023: $5,906,401Liabilities 2023: $2,469,790Net Assets 2023: $3,436,6112023Assets 2024: $5,611,463Liabilities 2024: $2,325,907Net Assets 2024: $3,285,5562024

Highlighted filing

2021

Assets$2,327,283
Liabilities$131,374
Net Assets$2,195,909
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,676,404Expenses 2011: $1,606,442Net Income 2011: $69,9622011Expenses 2012: $1,481,7762012Expenses 2013: $1,470,3412013Revenue 2014: $1,746,444Expenses 2014: $1,502,606Net Income 2014: $243,8382014Revenue 2015: $1,426,751Expenses 2015: $1,305,063Net Income 2015: $121,6882015Revenue 2016: $1,583,394Expenses 2016: $1,392,824Net Income 2016: $190,5702016Revenue 2017: $2,072,734Expenses 2017: $1,450,712Net Income 2017: $622,0222017Revenue 2018: $1,576,279Expenses 2018: $1,605,335Net Income 2018: -$29,0562018Revenue 2019: $1,638,485Expenses 2019: $1,730,263Net Income 2019: -$91,7782019Revenue 2020: $1,864,694Expenses 2020: $1,833,881Net Income 2020: $30,8132020Revenue 2021: $1,945,017Expenses 2021: $1,749,585Net Income 2021: $195,4322021Revenue 2022: $2,226,057Expenses 2022: $1,980,150Net Income 2022: $245,9072022Revenue 2023: $3,316,286Expenses 2023: $2,163,284Net Income 2023: $1,153,0022023Revenue 2024: $2,097,113Expenses 2024: $2,386,773Net Income 2024: -$289,6602024

Highlighted filing

2021

Revenue$1,945,017
Expenses$1,749,585
Net Income$195,432
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$2,143,043
Mission and Program Overview

Mission

Established in 1970, the alliance on aging celebrates 52 years of services and resources that promote the safety, dignity, autonomy, and quality of life for seniors in monterey county. As the primary link to direct services and referrals to other specialized providers, the alliance makes it possible for older adults to receive the comprehensive assistance that extends their independence, protects them from abuse, and enhances their lives. The ombudsman program, instituted in 1981, serves individuals residing in long-term care facilities, and merged with the alliance in 2004. In fy20-21, the alliance served 18,752 individuals as described in the program descriptions below and on schedule o. Services are delivered through seven major programs and other ancillary services.

To sustain an evolving community network of viable programs that foster healthy living

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,184,933$1,315,507▲ $130,574
Savings and Temporary Cash Investments$318,212$421,888▲ $103,676
Pledges and Grants Receivable$295,544$374,474▲ $78,930
Prepaid Expenses and Deferred Charges$71,179$79,237▲ $8,058
Land, Buildings, and Equipment, Net$73,926$61,847▼ $12,079
Inventories for Sale or Use$26,897$19,506▼ $7,391
Cash and Non-Interest-Bearing Accounts$4,992$12,159▲ $7,167
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$2,012,192$2,327,283▲ $315,091
Other Assets Total$36,509$42,665▲ $6,156
Liabilities
Accounts Payable and Accrued Expenses$191,463$131,374▼ $60,089
Total Liabilities$191,463$131,374▼ $60,089
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,770,729$2,095,909▲ $325,180
Net Assets With Donor Restrictions$50,000$100,000▲ $50,000
Total Net Assets Fund Balance$1,820,729$2,195,909▲ $375,180
Total Liabilities and Net Assets / Fund Balance$2,012,192$2,327,283▲ $315,091

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,431$194,177$234,608
Leasehold Improvements$21,416$22,678$44,094

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$27,859-▲ $7,725$1,237$34,015
2019$29,034-▲ $451$1,626$27,859
2018$29,457-▲ $2,950$3,373$29,034
2017$28,743-▲ $2,330$1,616$29,457
2016$27,032-▲ $3,319$1,608$28,743
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa SullivanExecutive DirectorFT$128,936$5,581$134,517
Milagros PerezFinance DirectorFT$85,778$8,614$94,392
Tamara MckeeDirector of ProFT$81,269$1,796$83,065

Board Members and Trustees

NameTitle
Karen BoothroydPresident
Brandon HillVice President
Arlene DediniDirector
Carmen GilDirector
Clint HoffmanDirector
Colleen YaklichDirector
Liz LorenziDirector
Susan GibbonsDirector
Tina Del PieroDirector
Tony McfarlaneFinance Director
Mary BrusuelasSecretary
Joel JancsekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,802,970
Program Service Revenue
$0
Investment Income
$56,648
Other Revenue
$85,399
All Other Contributions
$715,731
Change in Net Assets
$195,432

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$110,875Fair Market Value (FMV)
Total Noncash Contributions$110,875-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,933,760
Revenue Not Reported on Financial Statements
$11,257
Revenue Not Reported on Form 990
$596,338
Other Revenue Adjustments
$11,257
Total Revenue per Audited Statements
$2,530,098
Total Revenue per Form 990
$1,945,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,078,240
Other Expenses$671,345
Total Fundraising Expense$305,567
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$437,997$49,573$128,878$616,448
Current Officers, Directors, Trustees, and Key Employees$158,942$143,936$11,752$314,630
Fees for Services Other$193,916$17,442$25,711$237,069
Occupancy$58,690$21,572$62,306$142,568
Other Employee Benefits$56,518$9,365$9,887$75,770
Advertising$57,713$293$8,679$66,685
Payroll Taxes$43,624$12,591$10,294$66,509
Office Expenses$31,669$10,773$5,877$48,319
Fees for Services Accounting-$34,335-$34,335
All Other Expenses$10,287$4,132$7,504$21,923
Depreciation Depletion$8,543$10,278$2,425$21,246
Insurance$8,553$2,534$2,762$13,849
Fees for Service Investment Mgmnt Fees-$11,257-$11,257
Travel$9,251$746$811$10,808
Other Expenses$3,940$1,547$2,986$8,473
Pension Plan Contributions$3,710-$1,173$4,883
Total Functional Expenses$1,108,969$335,049$305,567$1,749,585

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,154,918
Total Expenses per Form 990$1,749,585
Expenses per Audited Statements$1,738,328
Expenses Not Reported on Form 990$416,590
Expenses Not Reported on Financial Statements$11,257
Other Expense Adjustments$11,257
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,844
Fundraising Direct Expenses$2,623
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trashion Show$21,284$3,844$2,623$1,221
Total Events$21,284$3,844$2,623$1,221
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 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
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

“The Alliance on Aging, Inc. engages a CPA firm to assist with preparation and filing of the form 990, based on Audit engagement performed by the same CPA firm. Once the CPA has completed a draft of the form 990, a copy will be sent to the Board of Directors for review before the tax return is filed.”

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

“Each board member and management personnel are required to complete conflict of interest disclosure statement annually. If any conflicts arise the board shall resolve them immediately.”

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

“The Personnel Committee of the Board reviews salaries of the executive director and top management at the point of hire. The Personnel Committee developed a compensation plan to review relevant wage and benefits.”

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

“The Personnel Committee of the Board reviews salaries of key employees at the point of hire. The Personnel Committee developed a compensation plan to review relevant wage and benefits.”

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

“Governing docs, policies and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Alliance on Aging Inc
EIN
94-1747036
Phone
8316551334
Address
247 MAIN STREET, SALINAS, CA 93901

Signing Officer

Name
Karen Boothroyd
Title
President
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teresa Sullivan
Formed
1970
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
31
Volunteers
150

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
Mike Nolan CPA
Phone
8317596300
Supplemental Narrative

Additional Explanations

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

“Other program services 4: the senior luncheon program offers a monthly hot meal and socialization to 108 seniors each year, serving a total of 515 hot lunches. A frequent feature of the meal is a bag of produce from the food bank. Other program services 5: the tax counseling for the elderly program has a tangible impact on moving seniors from crisis to stability by assisting with the filing of income tax returns and economic stimulus payments and helping seniors to obtain refunds. Every extra dollar these seniors receive impacts their ability to survive, especially now that many other public assistance programs, such as those detailed previously, have disappeared. In fy2-21, the program served 2,081 individuals and helped secure $1,722,898 in refunds. Other program services 6: the aoas outreach program travels throughout monterey county to inform and educate the general public, in particular seniors and their care partners, about services available to them through the alliance on aging as well as other area agency on aging-funded programs, e.g., meals on wheels, legal services for seniors, alzheimers association. Outreach enables the alliance on aging to provide information, in english and spanish, to underserved seniors in remote areas of the county. The program also schedules benefits checkup appointments for low income seniors who may qualify for calfresh food assistance, home heating discounts, inexpensive cell phones, and other targeted benefits. In fy20-21 local venues reached 8,350 persons. Through benefits checkup appointments, the program assisted 1,461 individuals. Other program services 7: the transportation assistance program is designed to help seniors navigate a wide variety of transportation options including bus, taxi, uber, lyft, and door-to-door services. In fy20-21, 77 individuals were provided with information and training about the local transportation options. Another 470 were provided with one on one support, tax voucher registration and free bus passes. The program helps to reduce isolation for older adults.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The above funds are held at the Community Foundation for Monterey County as board-designated funds for general use and for the Ombudsman program.”

Part X : FIN48 Footnote

“As a tax-exempt not-for-profit organization, the alliance is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and from state franchise taxes under california revenue and taxation code section 23701(d), but is subject to taxes on unrelated business income when earned.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Cost of goods sold $110875 schedule g expenses $2623”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“INVESTMENT FEES $11257”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost of goods sold $110875 schedule g expenses $2623”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“INVESTMENT FEES $11257”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/MissionDesc0ESTABLISHED IN 1970, THE ALLIANCE ON AGING CELEBRATES 52 YEARS OF SERVICES AND RESOURCES THAT PROMOTE THE SAFETY, DIGNITY, AUTONOMY, AND QUALITY OF LIFE FOR SENIORS IN MONTEREY COUNTY. AS THE PRIMARY LINK TO DIRECT SERVICES AND REFERRALS TO OTHER SPECIALIZED PROVIDERS, THE ALLIANCE MAKES IT POSSIBLE FOR OLDER ADULTS TO RECEIVE THE COMPREHENSIVE ASSISTANCE THAT EXTENDS THEIR INDEPENDENCE, PROTECTS THEM FROM ABUSE, AND ENHANCES THEIR LIVES. THE OMBUDSMAN PROGRAM, INSTITUTED IN 1981, SERVES INDIVIDUALS RESIDING IN LONG-TERM CARE FACILITIES, AND MERGED WITH THE ALLIANCE IN 2004. IN FY20-21, THE ALLIANCE SERVED 18,752 INDIVIDUALS AS DESCRIBED IN THE PROGRAM DESCRIPTIONS BELOW AND ON SCHEDULE O. SERVICES ARE DELIVERED THROUGH SEVEN MAJOR PROGRAMS AND OTHER ANCILLARY SERVICES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE AOAS OUTREACH PROGRAM TRAVELS THROUGHOUT MONTEREY COUNTY TO INFORM AND EDUCATE THE GENERAL PUBLIC, IN PARTICULAR SENIORS AND THEIR CARE PARTNERS, ABOUT SERVICES AVAILABLE TO THEM THROUGH THE ALLIANCE ON AGING AS WELL AS OTHER AREA AGENCY ON AGING-FUNDED PROGRAMS, E.G., MEALS ON WHEELS, LEGAL SERVICES FOR SENIORS, ALZHEIMERS ASSOCIATION. OUTREACH ENABLES THE ALLIANCE ON AGING TO PROVIDE INFORMATION, IN ENGLISH AND SPANISH, TO UNDERSERVED SENIORS IN REMOTE AREAS OF THE COUNTY. THE PROGRAM ALSO SCHEDULES BENEFITS CHECKUP APPOINTMENTS FOR LOW INCOME SENIORS WHO MAY QUALIFY FOR CALFRESH FOOD ASSISTANCE, HOME HEATING DISCOUNTS, INEXPENSIVE CELL PHONES, AND OTHER TARGETED BENEFITS. IN FY20-21 LOCAL VENUES REACHED 8,350 PERSONS. THROUGH BENEFITS CHECKUP APPOINTMENTS, THE PROGRAM ASSISTED 1,461 INDIVIDUALS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE OMBUDSMAN PROGRAM IS DEDICATED TO ENSURING THE SAFETY AND WELL-BEING OF ALL RESIDENTS IN LONG-TERM CARE. OMBUDSMAN STAFF AND VOLUNTEERS ADVOCATE ON BEHALF OF THE 2,870 SENIORS AND DEPENDENT ADULTS RESIDING IN LONG-TERM CARE IN MONTEREY COUNTY, ACTING AS SPOKESPERSONS FOR THOSE WHO ARE WITHOUT FAMILY OR FRIENDS TO SPEAK ON THEIR BEHALF, OR WHO FEAR RETALIATION IF THEY COMPLAIN. OMBUDSMANS PLACEMENT SERVICES BENEFIT FAMILY MEMBERS AND CAREGIVERS SEARCHING FOR LONG-TERM CARE FACILITY INFORMATION AND GUIDANCE FOR THEIR LOVED ONES. OMBUDSMAN HELPS PLACE THE SENIOR IN A SAFE LIVING ENVIRONMENT WITH THE APPROPRIATE LEVEL OF CARE REQUIRED FOR OPTIMUM HEALTH AS WELL AS A POSITIVE SOCIAL SETTING. IN FY20-21, THE OMBUDSMAN PROGRAM OPENED 162 INVESTIGATION CASES, ASSISTED 44 FAMILIES WITH LONG TERM CARE PLACEMENT GUIDANCE, PROVIDED EDUCATION TO 449 ATTENDEES, AND MADE 183 MONITORING VISITS TO COUNTY FACILITIES. A TOTAL OF 1,928 UNITS OF SERVICE WERE PROVIDED.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,327,283
Liabilities
$131,374
Net assets
$2,195,909
Revenue
$1,945,017
Expenses
$1,749,585
Net income
$195,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.61$2.33$3.29$2.10$2.39$0.29
2023Detailed filing. Detailed filing data is available for this year.$5.91$2.47$3.44$3.32$2.16$1.15
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.39$2.23$2.23$1.98$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.13$2.20$1.95$1.75$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.19$1.82$1.86$1.83$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.13$1.76$1.64$1.73$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.13$1.79$1.58$1.61$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.11$1.82$2.07$1.45$0.62
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.11$1.20$1.58$1.39$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.12$1.01$1.43$1.31$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.11$0.89$1.75$1.50$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.13$0.64$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.13$0.38$1.48
2011Summary only. Only limited summary data is available for this year.$0.59$0.09$0.49$1.68$1.61$0.07