Civic Intelligence

Auction Napa Valley

990 • Fiscal year 2015 • EIN 94-2702203

Dec 01, 2014 to Nov 30, 2015 • Filed on Aug 12, 2016

Organization Profilewww.auctionnapavalley.org
PO Box 141St Helena, CA 94574

(707) 963-3388

Siviq Scores

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

Liabilities / Assets

31st percentile

0.08x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.05x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

32nd percentile

-0.6%

Higher net margin than 32% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

67th percentile

5.7%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$9,367,592

Up $503,419 (+5.7%) from 2014

Net Assets

Down

$8,619,829

Down $88,321 (-1.0%) from 2014

Liabilities

Up

$747,763

Up $591,740 (+379%) from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin32nd percentile

Revenue

Down

$14,088,391

Down $2,129,221 (-13%) from 2014

Expenses

Down

$14,176,712

Down $4,998,292 (-26%) from 2014

Net Income

Up

-$88,321

Up $2,869,071 (+97%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2015

Assets$9,367,592
Liabilities$747,763
Net Assets$8,619,829
Open 2015 Filing

Operations Trend

Revenue Growth18th 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

2015

Revenue$14,088,391
Expenses$14,176,712
Net Income-$88,321
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Aug 12, 2016
Return Version
2014v6.0
Gross Receipts
$18,058,173
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$3,100,054$3,098,675▼ $1,379
Cash and Non-Interest-Bearing Accounts$2,025,598$2,411,456▲ $385,858
Savings and Temporary Cash Investments$2,075,519$2,082,815▲ $7,296
Accounts Receivable$1,504,240$831,601▼ $672,639
Investments in Publicly Traded Securities-$819,038-
Intangible Assets$87,339$68,302▼ $19,037
Prepaid Expenses and Deferred Charges$71,423$55,705▼ $15,718
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-
Inventories for Sale or Use-$0-
Total Assets$8,864,173$9,367,592▲ $503,419
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$152,522$742,763▲ $590,241
Deferred Revenue$3,501$5,000▲ $1,499
Total Liabilities$156,023$747,763▲ $591,740
Net Assets / Fund Balance
Unrestricted Net Assets$8,708,150$8,619,829▼ $88,321
Total Net Assets Fund Balance$8,708,150$8,619,829▼ $88,321
Total Liabilities and Net Assets / Fund Balance$8,864,173$9,367,592▲ $503,419

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,843,155$331,513$2,174,668
Land$955,374-$955,374
Other Land Buildings$298,822$200,146$498,968
Equipment$1,324$11,918$13,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014-$819,038--$819,038
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
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
David DuncanChair
Emma SwainVice Chair
Carol Kingery RitterDirector
David ButlerDirector
David PearsonDirector
Ed MatovcikDirector
Hailey TrefethenDirector
Michael HonigDirector
Pat StotesberyDirector
Paul LearyDirector
Peter McCreaDirector
Russ WeisDirector
Susan BoswellDirector
Doug ShaferSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$14,080,692
Program Service Revenue
$0
Investment Income
$7,699
Other Revenue
$0
All Other Contributions
$803,503
Change in Net Assets
$-88,321

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 Table370$5,153,729Retail Value
Other Non Cash Contri Table8$197,124Retail Value
Food Inventory6$35,104Retail Value
Total Noncash Contributions384$5,385,957-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,080,682
Revenue Not Reported on Financial Statements
$7,709
Revenue Not Reported on Form 990
$3,968,909
Other Revenue Adjustments
$7,709
Total Revenue per Audited Statements
$18,049,591
Total Revenue per Form 990
$14,088,391
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,000,000
Other Expenses$176,712
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,000,000--$14,000,000
Fees for Services Other-$179,298-$179,298
Depreciation Depletion-$146,058-$146,058
Insurance-$37,017-$37,017
Fees for Services Accounting-$29,008-$29,008
Fees for Services Legal-$6,410-$6,410
Office Expenses-$1,846-$1,846
Conferences and Meetings-$1,019-$1,019
Other Expenses-$-79,871-$-79,871
All Other Expenses-$-185,485-$-185,485
Total Functional Expenses$14,000,000$176,712$0$14,176,712

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$18,137,912
Total Expenses per Form 990$14,176,712
Expenses per Audited Statements$14,169,003
Expenses Not Reported on Form 990$3,968,909
Expenses Not Reported on Financial Statements$7,709
Other Expense Adjustments$7,709
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
NV Healthy Community FundSt Helena, CA501(c)(3)Provide community grants$14,000,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,968,909
Fundraising Gross Income$3,968,909
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Auction$17,246,098$3,968,909$2,696,549$1,272,360
Total Events$17,246,098$3,968,909$3,968,909-
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

Filer Name
Auction Napa Valley
EIN
94-2702203
Phone
7079633388
Address
PO Box 141, St Helena, CA 94574

Signing Officer

Name
Emma Swain
Title
chair
Signed
2016-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emma Swain
Formed
1980
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
450

Preparer

Firm
Brotemarkle Davis & Co LLP
Address
899 ADAMS ST STE H, SAINT HELENA, CA 94574-1160
Preparer
Guy W Carl
Phone
7079634466
Supplemental Narrative

Financial Statement Notes

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

“Board designated endowment funds are set aside for long-term investment.”

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

“Direct Expenses of Fundraising Event $3968909”

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

“Miscellaneous Revenue $7709”

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

“Direct Expenses of Fundraising Event $3968909”

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

“Miscellaneous Revenue $7709”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/InsuranceGrp/TotalAmt037017
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IRS990/IntangibleAssetsGrp/EOYAmt068302
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0819038
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt03100054
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03098675
IRS990/LandBldgEquipCostOrOtherBssAmt03642252
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0873
IRS990/LicensedMoreThanOneStateInd0false
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/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoncashContributionsAmt05385957
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01846
IRS990/OfficeExpensesGrp/TotalAmt01846
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Taxes and Licenses
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Other Expenses
IRS990/OtherExpensesGrp/Desc3Allocated to Affiliate
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027388
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25914
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-79871
IRS990/OtherExpensesGrp/TotalAmt027388
IRS990/OtherExpensesGrp/TotalAmt18110
IRS990/OtherExpensesGrp/TotalAmt25914
IRS990/OtherExpensesGrp/TotalAmt3-79871
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/BOYAmt071423
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055705
IRS990/PrincipalOfficerNm0Emma Swain
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016176863
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018647105
IRS990/PYInvestmentIncomeAmt040749
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0527899
IRS990/PYRevenuesLessExpensesAmt0-2957392
IRS990/PYTotalExpensesAmt019175004
IRS990/PYTotalRevenueAmt016217612
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-88321
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02075519
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016176863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014066849
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07466074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06729722
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0991000
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02628383

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,367,592
Liabilities
$747,763
Net assets
$8,619,829
Revenue
$14,088,391
Expenses
$14,176,712
Net income
-$88,321
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