Civic Intelligence

Carpe Diem West

990 • Fiscal year 2016 • EIN 94-3373078

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 21, 2017

Organization Profilewww.carpediemwest.org
209 Caledonia Second FloorSausalito, CA 94965

(415) 332-2112

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-40%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$108,507

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 34.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-3.1%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$192,754

Down $118,187 (-38%) from 2015

Net Assets

Down

$167,007

Down $143,934 (-46%) from 2015

Liabilities

Up

$25,747

Up $25,747 from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin10th percentile

Revenue

Down

$316,527

Down $10,065 (-3.1%) from 2015

Expenses

Down

$443,150

Down $14,682 (-3.2%) from 2015

Net Income

Up

-$126,623

Up $4,617 (+3.5%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $309,874Liabilities 2011: $38,297Net Assets 2011: $271,5772011Assets 2012: $491,204Liabilities 2012: $262,347Net Assets 2012: $228,8572012Assets 2013: $529,617Liabilities 2013: $257,079Net Assets 2013: $272,5382013Assets 2014: $641,046Liabilities 2014: $8,005Net Assets 2014: $633,0412014Assets 2015: $310,941Liabilities 2015: $0Net Assets 2015: $310,9412015Assets 2016: $192,754Liabilities 2016: $25,747Net Assets 2016: $167,0072016Assets 2017: $279,886Liabilities 2017: $16,781Net Assets 2017: $263,1052017Assets 2018: $182,327Liabilities 2018: $24,087Net Assets 2018: $158,2402018Assets 2019: $2,278Liabilities 2019: $7,516Net Assets 2019: -$5,2382019Assets 2020: $1,658Liabilities 2020: $13,185Net Assets 2020: -$11,5272020

Highlighted filing

2016

Assets$192,754
Liabilities$25,747
Net Assets$167,007
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $633,341Expenses 2011: $486,331Net Income 2011: $147,0102011Expenses 2012: $458,0832012Revenue 2013: $582,413Expenses 2013: $531,973Net Income 2013: $50,4402013Revenue 2014: $794,907Expenses 2014: $442,773Net Income 2014: $352,1342014Revenue 2015: $326,592Expenses 2015: $457,832Net Income 2015: -$131,2402015Revenue 2016: $316,527Expenses 2016: $443,150Net Income 2016: -$126,6232016Revenue 2017: $414,577Expenses 2017: $335,977Net Income 2017: $78,6002017Revenue 2018: $181,653Expenses 2018: $286,518Net Income 2018: -$104,8652018Revenue 2019: $118,210Expenses 2019: $228,142Net Income 2019: -$109,9322019Revenue 2020: $50,315Expenses 2020: $44,577Net Income 2020: $5,7382020

Highlighted filing

2016

Revenue$316,527
Expenses$443,150
Net Income-$126,623
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 21, 2017
Return Version
2016v3.0
Gross Receipts
$316,527
Mission and Program Overview

Mission

Carpe Diem West leads an innovation network of diverse western water leaders. Together, we develop new and sustainable responses to the impacts of climate change on water resources. Through this broad-based network, leaders access a collaborative framework, identify new approaches for addressing climate change impacts, share information quickly and integrate communication strategies and tools to promote success.

Carpe Diem West leads an innovation network of diverse western water leaders. Together, we develop new and sustainable responses to the impacts of climate change on water resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$196,486$150,292▼ $46,194
Savings and Temporary Cash Investments$94,936$0▼ $94,936
Cash and Non-Interest-Bearing Accounts$16,519$39,384▲ $22,865
Accounts Receivable-$78-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$310,941$192,754▼ $118,187
Other Assets Total$3,000$3,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$17,311$25,747▲ $8,436
Total Liabilities$17,311$25,747▲ $8,436
Net Assets / Fund Balance
Temporarily Rstr Net Assets$100,000$100,000→ $0
Unrestricted Net Assets$193,630$67,007▼ $126,623
Total Net Assets Fund Balance$293,630$167,007▼ $126,623
Total Liabilities and Net Assets / Fund Balance$310,941$192,754▼ $118,187
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimery WiltshirePresident & CEOFT$108,507$108,507

Board Members and Trustees

NameTitle
Harriet MossVice President
Emily BrottDirector
Holly HartmannDirector
Karl MorgensternDirector
Scott MillerDirector
Laura BrieferSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$294,122
Program Service Revenue
$6,992
Investment Income
$15,413
Other Revenue
$0
All Other Contributions
$294,122
Change in Net Assets
$-126,623

Audited Revenue Reconciliation

Revenue per Audited Statements
$314,976
Revenue Not Reported on Financial Statements
$1,551
Total Revenue per Audited Statements
$314,976
Total Revenue per Form 990
$316,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$338,504
Other Expenses$104,646
Total Fundraising Expense$32,784
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$195,498$16,100$18,399$229,997
Current Officers, Directors, Trustees, and Key Employees$92,231$7,595$8,681$108,507
Occupancy$29,232$2,408$2,751$34,391
Fees for Services Other$23,768$1,789-$25,557
Travel$17,313$1,426$1,629$20,368
Insurance-$2,512-$2,512
Fees for Service Investment Mgmnt Fees-$1,551-$1,551
Other Expenses$420$32$10$462
Total Functional Expenses$376,141$34,225$32,784$443,150

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$443,150
Expenses per Audited Statements$441,599
Total Expenses per Audited Statements$441,599
Expenses Not Reported on Financial Statements$1,551
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-
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
Yes
Other officer compensation reviewed
No
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

“Carpe Diem WEst's 990 is prepared by an independent CPA, reviewed by the President/CEO and a copy of the 990 is given to each member of the board of directors for discussion and review.”

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

“Carpe Diem West monitors and enforces its conflict of interest policy by following full disclosure of possible conflict of interest or any condition (as listed in the organizations conflict of interest policy), the board of directors shall determine whether a conflict exists, and if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect Carpe Diem West's best interests. All board members, staff members or any other key stakeholders upon commencement of such person's relationship with Carpe Diem West shall sign and date the policy and each year thereafter. Failure to sign does not nullify the policy.”

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

“Carpe Diem West determines compensation for the President/CEO and other employees by conducting a survey of similar positions based on experience required, geographic location, and scope of programs.”

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

“All documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Carpe Diem West
EIN
94-3373078
Phone
4153322112
Address
209 Caledonia Second Floor, Sausalito, CA 94965

Signing Officer

Name
Kimery Wiltshire
Title
President & CEO
Signed
2017-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimery Wiltshire
Formed
2000
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
4
Volunteers
6

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Agency is exempt from Federal and State Income taxes under Internal Revenue Code Section 501(c)(3) and California Franchise Tax Board Code Section 23701d. Therefore, no provision for income taxes has been made in the accompanying financial statements. In addition, the Internal Revenue Service has determined the Agency is not a private foundation within the meaning of Section 509(a) of the Internal Revenue Code.Management of the Agency considers the likelihood of changes by taxing authorities in its filed tax returns and recognizes a liability for or discloses potential significant changes if management believes it is more likely than not for a change to occur, including changes to the Agencys status as a not-for-profit entity. Management believes the Agency met the requirements to maintain its tax-exempt status and has not income subject to unrelated business income tax; therefore no provision for income taxes has been provided in these financial statements. The Agencys tax returns for the past three years are subject to examination by tax authorities, and may change upon examination.”

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IRS990/Desc0Healthy Headwaters Program: The headwaters landscapes that provide most of the Wests water for cities, farms, businesses and ecosystems are fundamentally threatened by climate change. Downstream communities are concerned about their water security. These factors provide an opportunity to build the next generation of ecological protection and restoration.Carpe Diem Wests Healthy Headwaters Program supports an alliance of upstream land managers, downstream water utilities, scientists, economists, and conservation advocates whose goal is to increase the climate resiliency of the headwaters systems that provide water for the West. The Healthy Headwaters Program works to:Ensure clean abundant water for communities around the American WestConnect upstream and downstream communities in a shared mission to preserve water supplyBuild resilience for stressed watersheds as the climate changesSupport wise, multi-factored approaches to headwaters forest preservation and restorationWe support:Collaborative, community based partnershipsComprehensive water planningScience- and evidenced-based approachesBroadly shared investmentPromoting long-term resilience not just short-term solutions
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IRS990/OtherExpensesGrp/TotalAmt16756
IRS990/OtherExpensesGrp/TotalAmt24842
IRS990/OtherExpensesGrp/TotalAmt3462
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016100
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0195498
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IRS990/PrincipalOfficerNm0Kimery Wiltshire
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IRS990/ProgramServiceRevenueGrp/Desc1other income
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12992
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IRS990/PYProgramServiceRevenueAmt022184
IRS990/PYRevenuesLessExpensesAmt0-131240
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IRS990/PYTotalExpensesAmt0457832
IRS990/PYTotalRevenueAmt0326592
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IRS990/ReconcilationRevenueExpnssAmt0-126623
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt094936
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0296075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0793960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0579337
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0587892
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0402
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019703
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99230
IRS990ScheduleA/PublicSupportPY170Pct00.99770
IRS990ScheduleA/PublicSupportTotal170Amt02554378
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0297114
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0579337
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0587892
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02554378
IRS990ScheduleA/TotalSupportAmt02574081
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/ExpensesSubtotalAmt0441599
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01551
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01551
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01551
IRS990ScheduleD/RevenueSubtotalAmt0314976
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Agency is exempt from Federal and State Income taxes under Internal Revenue Code Section 501(c)(3) and California Franchise Tax Board Code Section 23701d. Therefore, no provision for income taxes has been made in the accompanying financial statements. In addition, the Internal Revenue Service has determined the Agency is not a private foundation within the meaning of Section 509(a) of the Internal Revenue Code.Management of the Agency considers the likelihood of changes by taxing authorities in its filed tax returns and recognizes a liability for or discloses potential significant changes if management believes it is more likely than not for a change to occur, including changes to the Agencys status as a not-for-profit entity. Management believes the Agency met the requirements to maintain its tax-exempt status and has not income subject to unrelated business income tax; therefore no provision for income taxes has been provided in these financial statements. The Agencys tax returns for the past three years are subject to examination by tax authorities, and may change upon examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueSecuritiesAmt0150292
IRS990ScheduleD/TotalExpensesPerForm990Amt0443150
IRS990ScheduleD/TotalRevenuePerForm990Amt0316527
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0314976
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0441599
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Carpe Diem WEst's 990 is prepared by an independent CPA, reviewed by the President/CEO and a copy of the 990 is given to each member of the board of directors for discussion and review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Carpe Diem West monitors and enforces its conflict of interest policy by following full disclosure of possible conflict of interest or any condition (as listed in the organizations conflict of interest policy), the board of directors shall determine whether a conflict exists, and if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect Carpe Diem West's best interests. All board members, staff members or any other key stakeholders upon commencement of such person's relationship with Carpe Diem West shall sign and date the policy and each year thereafter. Failure to sign does not nullify the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Carpe Diem West determines compensation for the President/CEO and other employees by conducting a survey of similar positions based on experience required, geographic location, and scope of programs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0100000
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IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0294122
IRS990/TotalEmployeeCnt04
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0376141
IRS990/TotalFunctionalExpensesGrp/TotalAmt0443150
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IRS990/TotalLiabilitiesGrp/EOYAmt025747
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IRS990/TotalProgramServiceRevenueAmt06992
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0192754
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt01629
IRS990/TravelGrp/ManagementAndGeneralAmt01426
IRS990/TravelGrp/ProgramServicesAmt017313
IRS990/TravelGrp/TotalAmt020368
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,754
Liabilities
$25,747
Net assets
$167,007
Revenue
$316,527
Expenses
$443,150
Net income
-$126,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.13$0.12$0.50$0.45$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.08$0.05$1.18$2.28$1.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.24$1.58$1.82$2.87$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.17$2.63$4.15$3.36$0.79
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.26$1.67$3.17$4.43$1.27
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$3.27$4.58$1.31
2014Detailed filing. Detailed filing data is available for this year.$6.41$0.08$6.33$7.95$4.43$3.52
2013Detailed filing. Detailed filing data is available for this year.$5.30$2.57$2.73$5.82$5.32$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$2.62$2.29$4.58
2011Summary only. Only limited summary data is available for this year.$3.10$0.38$2.72$6.33$4.86$1.47