Civic Intelligence

San Francisco Host Committee

990 • Fiscal year 2014 • EIN 94-2886223

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

C/O Pmiller 325 Sharon Park Dr94025

(650) 622-9707

Siviq Scores

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

Liabilities / Assets

95th percentile

1.08x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.10x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

9.7%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

3.1%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Up

$39,286

Up $3,470 (+9.7%) from 2013

Net Assets

Up

-$3,029

Up $27,690 (+90%) from 2013

Liabilities

Down

$42,315

Down $24,220 (-36%) from 2013

Revenue

$438,535

No earlier filing loaded for comparison.

Expenses

Down

$410,845

Down $87,625 (-18%) from 2013

Net Income

$27,690

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $42,365Liabilities 2011: $0Net Assets 2011: $42,3652011Assets 2012: $38,768Liabilities 2012: $22,488Net Assets 2012: $16,2802012Assets 2013: $35,816Liabilities 2013: $66,535Net Assets 2013: -$30,7192013Assets 2014: $39,286Liabilities 2014: $42,315Net Assets 2014: -$3,0292014Assets 2015: $61,295Liabilities 2015: $36,841Net Assets 2015: $24,4542015Assets 2016: $130,634Liabilities 2016: $40,996Net Assets 2016: $89,6382016Assets 2017: $141,152Liabilities 2017: $8,600Net Assets 2017: $132,5522017Assets 2018: $131,991Liabilities 2018: $7,038Net Assets 2018: $124,9532018Assets 2019: $84,310Liabilities 2019: $1,901Net Assets 2019: $82,4092019Assets 2020: $74,968Liabilities 2020: $108Net Assets 2020: $74,8602020Assets 2021: $68,987Liabilities 2021: $108Net Assets 2021: $68,8792021Assets 2022: $99,485Liabilities 2022: $108Net Assets 2022: $99,3772022Assets 2023: $274,945Liabilities 2023: $0Net Assets 2023: $274,9452023Assets 2024: $226,413Liabilities 2024: $0Net Assets 2024: $226,4132024

Highlighted filing

2014

Assets$39,286
Liabilities$42,315
Net Assets-$3,029

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $400,636Expenses 2011: $453,144Net Income 2011: -$52,5082011Expenses 2012: $389,9762012Expenses 2013: $498,4702013Revenue 2014: $438,535Expenses 2014: $410,845Net Income 2014: $27,6902014Revenue 2015: $100,329Expenses 2015: $72,846Net Income 2015: $27,4832015Revenue 2016: $126,650Expenses 2016: $61,466Net Income 2016: $65,1842016Revenue 2017: $176,700Expenses 2017: $133,786Net Income 2017: $42,9142017Revenue 2018: $180,990Expenses 2018: $188,589Net Income 2018: -$7,5992018Revenue 2019: $193,000Expenses 2019: $235,544Net Income 2019: -$42,5442019Revenue 2020: $68,500Expenses 2020: $76,049Net Income 2020: -$7,5492020Revenue 2021: $131,700Expenses 2021: $137,681Net Income 2021: -$5,9812021Revenue 2022: $209,460Expenses 2022: $178,962Net Income 2022: $30,4982022Revenue 2023: $323,245Expenses 2023: $147,677Net Income 2023: $175,5682023Revenue 2024: $384,623Expenses 2024: $433,155Net Income 2024: -$48,5322024

Highlighted filing

2014

Revenue$438,535
Expenses$410,845
Net Income$27,690
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$438,535
Mission and Program Overview

Mission

Lessening the burdens of the government of the city and county of san francisco and advancing the general social welfare of its residents by promoting throughout the world the cultural, social and economic aspects of the city and county of san francisco.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$35,807$39,277▲ $3,470
Land, Buildings, and Equipment, Net$9$9→ $0
Savings and Temporary Cash Investments-$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 Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Cap Stk Tr Prin Current Funds$-30,719$-3,029▲ $27,690
Total Assets$35,816$39,286▲ $3,470
Other Assets Total-$0-
Liabilities
Other Liabilities$60,462$35,315▼ $25,147
Accounts Payable and Accrued Expenses$6,073$7,000▲ $927
Total Liabilities$66,535$42,315▼ $24,220
Net Assets / Fund Balance
Total Net Assets Fund Balance$-30,719$-3,029▲ $27,690
Total Liabilities and Net Assets / Fund Balance$35,816$39,286▲ $3,470

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$26,371$26,371
Other Land Buildings$9$11,079$11,088
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charlotte M ShultzBoard Chair
Chris GruwellBoard Member
Tom HornBrd Vice CHR
Revenue and Support

Revenue Composition

Contributions and Grants
$431,335
Program Service Revenue
$7,200
Investment Income
$0
Other Revenue
$0
All Other Contributions
$207,400
Change in Net Assets
$27,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$245,056
Salaries, Compensation, and Employee Benefits$165,789
Total Fundraising Expense$7,333
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,322$56,943$6,332$147,597
All Other Expenses$31,677$775$287$32,739
Payroll Taxes$8,884$5,999$667$15,550
Other Expenses$13,269--$13,269
Fees for Services Accounting-$6,960-$6,960
Other Employee Benefits$2,642--$2,642
Insurance$2,138$425$47$2,610
Total Functional Expenses$332,410$71,102$7,333$410,845
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
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
Due to S.f. Special Events Cmte$35,315
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

There are no committees with authority to act on behalf of the governing body. The organization's small size does not warrant the use of such committees.

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

The board chair reviews the form 990 prior to signing and filing the form. The organization's financial officer also looks over the form prior to submitting it to the board chair for signing. A copy of the form is made available for review at any time to the other board members at their request.

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

The organization has no formal or written conflict of interest policy. However, an informal policy is orally promulgated to board members, the financial officer, other employees and supervised "event production/management" independent contractors. The organization's small size permits its board chair to be aware of any interests that could and do give rise to conflicts of interest. Any persons with a conflict would be prohibited from participating in decision-making and implementation regarding the particular transaction in question.

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

The organization's articles of incorporation and bylaws are available for public inspection upon request.

Form 990, Part VI, Line 13

The organization, due to its small size, does not have a written whistleblower policy, but does have an informal and orally promulgated policy that encourages staff, whether employee or independent contractor, and volunteers to come forward to any member of the board with credible information on illegal practices and violations of adopted policies of the organization. The policy includes protection of the individual from retaliation.

Form 990, Part VI, Line 14

The organization, due to its small size, does not have a written document retention and destruction policy. However, the financial officer who is responsible for these activities, refers to accounting industry and other literature recommending retention procedures and periods and destruction dates for various records, as well as seeking the guidance of professional advisors.

Form 990, Part VI, Lines 15

No compensation was paid to board members. Compensation paid to the financial officer is informally compared to what similar positions are paid for similar organizations.

Filing and Contact Details

Filer

EIN
94-2886223
Phone
6506229707

Signing Officer

Name
Charlotte M Shultz
Title
Board Chair
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlotte M Shultz
Formed
1982
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
3

Preparer

Preparer
Joseph V Zaccone
Phone
6504939500
Supplemental Narrative

Additional Explanations

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

Other program services 4: participation in the city of san francisco activities regarding the visit of the president of france, francois hollande, on february 12, 2014.

Form 990, Part V, Line 1C

No such backup withholding was required for reportable payments to vendors, and no gaming activity was carried on by the organization.

Schedule R, Part II, B, Primary Activity

Plan support and implement san francisco city and county-related special events that have civic or cultural importance.

Raw XML AppendixShowing 400 of 423 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.

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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011088
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO S.F. SPECIAL EVENTS CMTE
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: PARTICIPATION IN THE CITY OF SAN FRANCISCO ACTIVITIES REGARDING THE VISIT OF THE PRESIDENT OF FRANCE, FRANCOIS HOLLANDE, ON FEBRUARY 12, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THE ORGANIZATION'S SMALL SIZE DOES NOT WARRANT THE USE OF SUCH COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD CHAIR REVIEWS THE FORM 990 PRIOR TO SIGNING AND FILING THE FORM. THE ORGANIZATION'S FINANCIAL OFFICER ALSO LOOKS OVER THE FORM PRIOR TO SUBMITTING IT TO THE BOARD CHAIR FOR SIGNING. A COPY OF THE FORM IS MADE AVAILABLE FOR REVIEW AT ANY TIME TO THE OTHER BOARD MEMBERS AT THEIR REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO FORMAL OR WRITTEN CONFLICT OF INTEREST POLICY. HOWEVER, AN INFORMAL POLICY IS ORALLY PROMULGATED TO BOARD MEMBERS, THE FINANCIAL OFFICER, OTHER EMPLOYEES AND SUPERVISED "EVENT PRODUCTION/MANAGEMENT" INDEPENDENT CONTRACTORS. THE ORGANIZATION'S SMALL SIZE PERMITS ITS BOARD CHAIR TO BE AWARE OF ANY INTERESTS THAT COULD AND DO GIVE RISE TO CONFLICTS OF INTEREST. ANY PERSONS WITH A CONFLICT WOULD BE PROHIBITED FROM PARTICIPATING IN DECISION-MAKING AND IMPLEMENTATION REGARDING THE PARTICULAR TRANSACTION IN QUESTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO SUCH BACKUP WITHHOLDING WAS REQUIRED FOR REPORTABLE PAYMENTS TO VENDORS, AND NO GAMING ACTIVITY WAS CARRIED ON BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION, DUE TO ITS SMALL SIZE, DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY, BUT DOES HAVE AN INFORMAL AND ORALLY PROMULGATED POLICY THAT ENCOURAGES STAFF, WHETHER EMPLOYEE OR INDEPENDENT CONTRACTOR, AND VOLUNTEERS TO COME FORWARD TO ANY MEMBER OF THE BOARD WITH CREDIBLE INFORMATION ON ILLEGAL PRACTICES AND VIOLATIONS OF ADOPTED POLICIES OF THE ORGANIZATION. THE POLICY INCLUDES PROTECTION OF THE INDIVIDUAL FROM RETALIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION, DUE TO ITS SMALL SIZE, DOES NOT HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. HOWEVER, THE FINANCIAL OFFICER WHO IS RESPONSIBLE FOR THESE ACTIVITIES, REFERS TO ACCOUNTING INDUSTRY AND OTHER LITERATURE RECOMMENDING RETENTION PROCEDURES AND PERIODS AND DESTRUCTION DATES FOR VARIOUS RECORDS, AS WELL AS SEEKING THE GUIDANCE OF PROFESSIONAL ADVISORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO COMPENSATION WAS PAID TO BOARD MEMBERS. COMPENSATION PAID TO THE FINANCIAL OFFICER IS INFORMALLY COMPARED TO WHAT SIMILAR POSITIONS ARE PAID FOR SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PLAN SUPPORT AND IMPLEMENT SAN FRANCISCO CITY AND COUNTY-RELATED SPECIAL EVENTS THAT HAVE CIVIC OR CULTURAL IMPORTANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART V, LINE 1C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, LINE 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, LINES 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9SCHEDULE R, PART II, B, PRIMARY ACTIVITY
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SAN FRANCISCO SPECIAL EVENTS CMTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943001337
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE SCHEDLUE O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10C/O PMILLER 325 SHARON PARK DR 308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MENLO PARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode094025
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0431335
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0332410
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IRS990/TotalLiabilitiesGrp/EOYAmt042315
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-3029
IRS990/TotalOtherProgSrvcExpenseAmt08231
IRS990/TotalProgramServiceExpensesAmt0332410
IRS990/TotalProgramServiceRevenueAmt07200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07200
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035816
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039286
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10SEE SUPPLEMENTAL INFORMATION
IRS990/USAddress/City0MENLO PARK
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094025
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLOTTE M SHULTZ

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$3.85$4.33$0.49
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$3.23$1.48$1.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$2.09$1.79$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$1.32$1.38$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.69$0.76$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.02$0.82$1.93$2.36$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.07$1.25$1.81$1.89$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.09$1.33$1.77$1.34$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.41$0.90$1.27$0.61$0.65
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.37$0.24$1.00$0.73$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.42$0.03$4.39$4.11$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.67$0.31$4.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.22$0.16$3.90
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$4.01$4.53$0.53
Peer Organizations

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