Civic Intelligence

Auction Napa Valley

990 • Fiscal year 2014 • EIN 94-2702203

Dec 01, 2013 to Nov 30, 2014 • Filed on Oct 14, 2015

Organization Profilewww.auctionnapavalley.org
PO Box 14194574

(707) 963-3388

Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

10th percentile

-18%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

1st percentile

-42%

Faster asset growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$8,864,173

Down $6,528,937 (-42%) from 2013

Net Assets

Down

$8,708,150

Down $2,957,392 (-25%) from 2013

Liabilities

Down

$156,023

Down $3,571,545 (-96%) from 2013

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin10th percentile

Revenue

Up

$16,217,612

Up $1,857,331 (+13%) from 2013

Expenses

Up

$19,175,004

Up $10,487,678 (+121%) from 2013

Net Income

Down

-$2,957,392

Down $8,630,347 (-152%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,489,335Liabilities 2010: $4,917,339Net Assets 2010: $5,571,9962010Assets 2011: $9,920,979Liabilities 2011: $4,781,201Net Assets 2011: $5,139,7782011Assets 2012: $7,942,422Liabilities 2012: $1,949,835Net Assets 2012: $5,992,5872012Assets 2013: $15,393,110Liabilities 2013: $3,727,568Net Assets 2013: $11,665,5422013Assets 2014: $8,864,173Liabilities 2014: $156,023Net Assets 2014: $8,708,1502014Assets 2015: $9,367,592Liabilities 2015: $747,763Net Assets 2015: $8,619,8292015Assets 2016: $7,659,265Liabilities 2016: $33,765Net Assets 2016: $7,625,5002016Assets 2017: $7,893,060Liabilities 2017: $76,658Net Assets 2017: $7,816,4022017Assets 2018: $8,326,855Liabilities 2018: $362,507Net Assets 2018: $7,964,3482018Assets 2019: $8,138,437Liabilities 2019: $604,598Net Assets 2019: $7,533,8392019Assets 2020: $6,152,922Liabilities 2020: $341,169Net Assets 2020: $5,811,7532020Assets 2021: $5,104,156Liabilities 2021: $400,484Net Assets 2021: $4,703,6722021Assets 2022: $6,959,686Liabilities 2022: $590,707Net Assets 2022: $6,368,9792022Assets 2023: $4,770,227Liabilities 2023: $354,149Net Assets 2023: $4,416,0782023Assets 2024: $5,821,502Liabilities 2024: $1,317,454Net Assets 2024: $4,504,0482024

Highlighted filing

2014

Assets$8,864,173
Liabilities$156,023
Net Assets$8,708,150
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

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

$20M$10M$0-$10MExpenses 2010: $7,333,1272010Revenue 2011: $6,737,875Expenses 2011: $7,170,093Net Income 2011: -$432,2182011Expenses 2012: $6,589,3472012Revenue 2013: $14,360,281Expenses 2013: $8,687,326Net Income 2013: $5,672,9552013Revenue 2014: $16,217,612Expenses 2014: $19,175,004Net Income 2014: -$2,957,3922014Revenue 2015: $14,088,391Expenses 2015: $14,176,712Net Income 2015: -$88,3212015Revenue 2016: $12,205,979Expenses 2016: $13,200,308Net Income 2016: -$994,3292016Revenue 2017: $13,908,112Expenses 2017: $13,717,210Net Income 2017: $190,9022017Revenue 2018: $11,872,100Expenses 2018: $11,724,154Net Income 2018: $147,9462018Revenue 2019: $10,891,182Expenses 2019: $11,321,691Net Income 2019: -$430,5092019Revenue 2020: -$123,281Expenses 2020: $1,598,805Net Income 2020: -$1,722,0862020Revenue 2021: -$154,788Expenses 2021: $953,293Net Income 2021: -$1,108,0812021Revenue 2022: $4,276,758Expenses 2022: $2,611,451Net Income 2022: $1,665,3072022Revenue 2023: $4,413,681Expenses 2023: $6,366,582Net Income 2023: -$1,952,9012023Revenue 2024: $4,896,624Expenses 2024: $4,808,654Net Income 2024: $87,9702024

Highlighted filing

2014

Revenue$16,217,612
Expenses$19,175,004
Net Income-$2,957,392
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Oct 14, 2015
Return Version
2013v4.0
Gross Receipts
$20,836,918
Mission and Program Overview

Mission

To utilize the worldwide reputation of Napa Valley wines to enhance the well-being of the Napa County Community.

Auction Napa Valley raises funds which are granted to the Napa Valley Vintners Healthy Community Fund, a supporting organization, to distribute to local nonprofit charities according to the Organization's giving guidelines.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,114,201$3,100,054▼ $14,147
Savings and Temporary Cash Investments$10,832,297$2,075,519▼ $8,756,778
Cash and Non-Interest-Bearing Accounts$283,928$2,025,598▲ $1,741,670
Accounts Receivable$1,038,465$1,504,240▲ $465,775
Intangible Assets$89,285$87,339▼ $1,946
Prepaid Expenses and Deferred Charges$34,934$71,423▲ $36,489
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-
Inventories for Sale or Use-$0-
Total Assets$15,393,110$8,864,173▼ $6,528,937
Other Assets Total-$0-
Liabilities
Grants Payable$2,829,500--
Accounts Payable and Accrued Expenses$894,068$152,522▼ $741,546
Deferred Revenue$4,000$3,501▼ $499
Total Liabilities$3,727,568$156,023▼ $3,571,545
Net Assets / Fund Balance
Unrestricted Net Assets$11,665,542$8,708,150▼ $2,957,392
Total Net Assets Fund Balance$11,665,542$8,708,150▼ $2,957,392
Total Liabilities and Net Assets / Fund Balance$15,393,110$8,864,173▼ $6,528,937

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,900,542$274,126$2,174,668
Land$955,374-$955,374
Other Land Buildings$240,166$141,407$381,573
Equipment$3,972$9,270$13,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,628,383----
2012$991,000$1,637,383--$2,628,383
2011$2,061$988,939--$991,000
2010$472,542--$470,481$2,061
2009$4,225,205---$472,542
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Russ WeisChair
Eric SklarVice Chair
Carol Kingery RitterDirector
David ButlerDirector
David DuncanDirector
David PearsonDirector
Ed MatovcikDirector
Emma SwainDirector
Janet ViaderDirector
Michael HonigDirector
Paul LearyDirector
Rob Mondavi JrDirector
Susan BoswellDirector
Doug ShaferSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$16,176,863
Program Service Revenue
$0
Investment Income
$40,749
Other Revenue
$0
All Other Contributions
$430,958
Change in Net Assets
$-2,957,392

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table335$3,847,719Retail Value
Other Non Cash Contri Table6$187,500Retail Value
Food Inventory5$20,982Retail Value
Total Noncash Contributions346$4,056,201-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,217,612
Revenue Not Reported on Form 990
$4,610,152
Total Revenue per Audited Statements
$20,827,764
Total Revenue per Form 990
$16,217,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,647,105
Other Expenses$527,899
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,647,105--$18,647,105
Fees for Services Other$437,726$86,883-$524,609
Insurance-$39,556-$39,556
Depreciation Depletion$6,534$26,961-$33,495
Fees for Services Accounting-$18,825-$18,825
Other Expenses$3,811$8,854-$8,854
Office Expenses-$3,093-$3,093
Conferences and Meetings$1,475$953-$2,428
Fees for Services Legal-$1,464-$1,464
Travel$295$289-$584
All Other Expenses-$-144,864-$-144,864
Total Functional Expenses$19,096,946$78,058$0$19,175,004

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$23,785,156
Expenses per Audited Statements$19,175,004
Total Expenses per Form 990$19,175,004
Expenses Not Reported on Form 990$4,610,152
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
91-1813537-501(c)(3)Provide community grants$18,250,000
94-2524785-501(c)(3)Child Education$98,122
68-0005743-501(c)(3)Education$73,090
68-0455676-501(c)(3)Education$70,839
45-2424700-501(c)(3)Child education$64,066
94-6002406-501(c)(3)Education$50,710
68-0362076-501(c)(3)Summer education$20,367
94-2711764-501(c)(3)Education Assessment$15,328
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,616,070
Fundraising Gross Income$4,616,070
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$20,361,975$4,616,070$3,785,036$831,034
Total Events$20,361,975$4,616,070$4,616,070-
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The organization reimburses the Napa Valley Vintners (NVV), a 501(c)(6) exempt organization, for staff expenses. NVV employs the staff that oversees day-to-day operations and the annual special event that the organization operates. The organization reimburses the NVV for its share of employee salaries and related costs.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 was reviewed by the organization's senior financial executive and a sub-committee of the board of directors prior to filing.”

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

“Board members are required to complete a conflict of interest questionnaire annually. Any identified conflicts of interest are then reviewed by the Board of Directors. Any conflicts that come to the attention of the Board at any time during regularly scheduled board meetings are also addressed at such meetings.”

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

“Governance documents, policies, conflict of interest statements and financial statements are available to the public at the organization's office.”

Form 990, Part VI, Lines 13 & 15

“The organization has no employees. As a result, a whistleblower policy and a compensation review and approval policy are not applicable.”

Filing and Contact Details

Filer

EIN
94-2702203
Phone
7079633388

Signing Officer

Name
Emma Swain
Title
Vice Chair
Signed
2015-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Duncan
Formed
1980
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
500

Preparer

Preparer
Guy W Carl
Phone
7079634466
Supplemental Narrative

Additional Explanations

Form 990, Part III - Program Service Accomplishments

“The organization has conducted an annual wine auction since 1981. Until the current year, the net proceeds have been contributed directly to beneficiaries or transferred to its affiliated supporting organization, the Napa Valley Vintners Healthy Community Fund. In 2014, a transition year, the organization began transferring all of the net proceeds of the annual fundraising event to the Napa Valley Vintners Healthy Community Fund, and the fund became the sole granting entity.”

Financial Statement Notes

Part X : FIN48 Footnote

“Generally Accepted Accounting Principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Auction Napa Valley and Affiliates in its federal and state tax exempt organizations tax returns are more likely than not to be sustained upon examination. The Auction Napa Valley and Affiliates returns may be subject to examination by federal and state taxing authorities. Tax years still open to examination extend back to 2010 for Federal purposes and to 2009 for California purposes.”

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

“Direct Expenses of Fundraising Event $4610152”

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

“Direct Expenses of Fundraising Event $4610152”

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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/Form990PartVIISectionAGrp/PersonNm12Doug Shafer
IRS990/Form990PartVIISectionAGrp/PersonNm13Russ Weis
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary/Treas
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IRS990/InsuranceGrp/TotalAmt039556
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IRS990/InterestGrp/TotalAmt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To utilize the worldwide reputation of Napa Valley wines to enhance the well-being of the Napa County Community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoncashContributionsAmt04056201
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IRS990/OfficeExpensesGrp/TotalAmt03093
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18452
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28854
IRS990/OtherExpensesGrp/ProgramServicesAmt03811
IRS990/OtherExpensesGrp/TotalAmt027592
IRS990/OtherExpensesGrp/TotalAmt112263
IRS990/OtherExpensesGrp/TotalAmt28854
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/BOYAmt034934
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt071423
IRS990/PrincipalOfficerNm0David Duncan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The organization awarded grants to 8 recipient Organizations that provide social services primarily in the field of education.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0846946
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0397105
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014066849
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08087209
IRS990/PYInvestmentIncomeAmt024858
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0600117
IRS990/PYOtherRevenueAmt0268574
IRS990/PYRevenuesLessExpensesAmt05672955
IRS990/PYTotalExpensesAmt08687326
IRS990/PYTotalRevenueAmt014360281
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2957392
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010832297
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,864,173
Liabilities
$156,023
Net assets
$8,708,150
Revenue
$16,217,612
Expenses
$19,175,004
Net income
-$2,957,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$1.32$4.50$4.90$4.81$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.35$4.42$4.41$6.37$1.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.59$6.37$4.28$2.61$1.67
2021Detailed filing. Detailed filing data is available for this year.$5.10$0.40$4.70$0.15$0.95$1.11
2020Detailed filing. Detailed filing data is available for this year.$6.15$0.34$5.81$0.12$1.60$1.72
2019Detailed filing. Detailed filing data is available for this year.$8.14$0.60$7.53$10.9$11.3$0.43
2018Detailed filing. Detailed filing data is available for this year.$8.33$0.36$7.96$11.9$11.7$0.15
2017Detailed filing. Detailed filing data is available for this year.$7.89$0.08$7.82$13.9$13.7$0.19
2016Detailed filing. Detailed filing data is available for this year.$7.66$0.03$7.63$12.2$13.2$0.99
2015Detailed filing. Detailed filing data is available for this year.$9.37$0.75$8.62$14.1$14.2$0.09
2014Detailed filing. Detailed filing data is available for this year.$8.86$0.16$8.71$16.2$19.2$2.96
2013Summary only. Only limited summary data is available for this year.$15.4$3.73$11.7$14.4$8.69$5.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.94$1.95$5.99$6.59
2011Summary only. Only limited summary data is available for this year.$9.92$4.78$5.14$6.74$7.17$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$4.92$5.57$7.33