Civic Intelligence

Oikonos - Ecosystem Knowledge

990 • Fiscal year 2017 • EIN 03-0385067

Jan 01, 2017 to Dec 31, 2017 • Filed on May 16, 2018

P O Box 2570Santa Cruz, CA 95063

(831) 515-8558

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$363,095

Up $84,073 (+30%) from 2016

Net Assets

Up

$362,328

Up $84,594 (+30%) from 2016

Liabilities

Down

$767

Down $521 (-40%) from 2016

Revenue And Expenses

Revenue

Up

$653,105

Up $14,924 (+2.3%) from 2016

Expenses

Down

$569,432

Down $104,157 (-15%) from 2016

Net Income

Up

$83,673

Up $119,081 (+336%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $338,524Liabilities 2011: $0Net Assets 2011: $338,5242011Assets 2012: $440,954Liabilities 2012: $0Net Assets 2012: $440,9542012Assets 2013: $422,849Liabilities 2013: $0Net Assets 2013: $422,8492013Assets 2014: $411,879Liabilities 2014: $5,089Net Assets 2014: $406,7902014Assets 2015: $318,279Liabilities 2015: $3,290Net Assets 2015: $314,9892015Assets 2016: $279,022Liabilities 2016: $1,288Net Assets 2016: $277,7342016Assets 2017: $363,095Liabilities 2017: $767Net Assets 2017: $362,3282017Assets 2018: $445,867Liabilities 2018: $484Net Assets 2018: $445,3832018Assets 2019: $404,629Liabilities 2019: $3,452Net Assets 2019: $401,1772019Assets 2020: $607,349Liabilities 2020: $53,643Net Assets 2020: $553,7062020Assets 2021: $704,582Liabilities 2021: $2,229Net Assets 2021: $702,3532021Assets 2022: $451,866Liabilities 2022: $2,206Net Assets 2022: $449,6602022Assets 2023: $385,551Liabilities 2023: $765Net Assets 2023: $384,7862023Assets 2024: $311,058Liabilities 2024: $4,739Net Assets 2024: $306,3192024

Highlighted filing

2017

Assets$363,095
Liabilities$767
Net Assets$362,328

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $365,606Expenses 2011: $438,942Net Income 2011: -$73,3362011Revenue 2012: $464,365Expenses 2012: $361,935Net Income 2012: $102,4302012Revenue 2013: $522,650Expenses 2013: $540,755Net Income 2013: -$18,1052013Revenue 2014: $724,007Expenses 2014: $761,675Net Income 2014: -$37,6682014Revenue 2015: $606,210Expenses 2015: $700,771Net Income 2015: -$94,5612015Revenue 2016: $638,181Expenses 2016: $673,589Net Income 2016: -$35,4082016Revenue 2017: $653,105Expenses 2017: $569,432Net Income 2017: $83,6732017Revenue 2018: $711,028Expenses 2018: $627,476Net Income 2018: $83,5522018Revenue 2019: $708,823Expenses 2019: $753,738Net Income 2019: -$44,9152019Revenue 2020: $865,460Expenses 2020: $712,931Net Income 2020: $152,5292020Revenue 2021: $877,396Expenses 2021: $728,749Net Income 2021: $148,6472021Revenue 2022: $613,597Expenses 2022: $864,814Net Income 2022: -$251,2172022Revenue 2023: $922,590Expenses 2023: $989,821Net Income 2023: -$67,2312023Revenue 2024: $995,702Expenses 2024: $1,072,699Net Income 2024: -$76,9972024

Highlighted filing

2017

Revenue$653,105
Expenses$569,432
Net Income$83,673
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 16, 2018
Return Version
2017v2.2
Gross Receipts
$653,105
Mission and Program Overview

Mission

Oikonos studies and protects imperiled ecosystems by engaging diverse communities through innovative scientific and artistic collaborations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$277,734$362,328▲ $84,594
Cash and Non-Interest-Bearing Accounts$160,818$189,882▲ $29,064
Savings and Temporary Cash Investments$117,571$127,518▲ $9,947
Accounts Receivable-$45,695-
Prepaid Expenses and Deferred Charges$633$0▼ $633
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$279,022$363,095▲ $84,073
Other Assets Total-$0-
Liabilities
Other Liabilities$1,288$767▼ $521
Total Liabilities$1,288$767▼ $521
Net Assets / Fund Balance
Total Net Assets Fund Balance$277,734$362,328▲ $84,594
Total Liabilities and Net Assets / Fund Balance$279,022$363,095▲ $84,073
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle HesterPresidentFT$45,500$5,811$51,311
Valentina Colodro MailerDirectorPT$28,900-$28,900

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$653,059
Program Service Revenue
$0
Investment Income
$46
Other Revenue
$0
All Other Contributions
$236,937
Change in Net Assets
$83,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$398,132
Other Expenses$161,300
Total Fundraising Expense$29,071
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$230,878$34,964$16,206$282,048
Current Officers, Directors, Trustees, and Key Employees$41,728$30,786$7,697$80,211
Fees for Services Other$27,267$8,299$363$35,929
Payroll Taxes$9,262$8,136$2,312$19,710
Other Employee Benefits$10,141$5,360$662$16,163
Foreign Grants$10,000--$10,000
Occupancy$318$7,757$1,364$9,439
Travel$4,922$361$356$5,639
All Other Expenses$1,927$3,227$111$5,265
Information Technology-$3,164-$3,164
Insurance-$2,890-$2,890
Conferences and Meetings$2,370$209-$2,579
Other Expenses$12,041$1,964-$1,964
Fees for Services Legal-$1,022-$1,022
Total Functional Expenses$425,444$114,917$29,071$569,432
International Activity

International Summary

Offices
2
Employees
10
Spending
$221,621

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AmericaProgram ServicesBiodiversity Conserv210$221,621
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
Credit Cards Payable$767
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Copy of form 990 provided to board members via email prior to filing.

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

All board members are required to complete a conflict-of-interest statement.

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

The executive committee researches compensation studies for similar positions at similar organizations and then makes a recommendation to the full board based on a review of this comparability data.

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

All documents that are required by law to be disclosed are provided upon written request.

Filing and Contact Details

Filer

Filer Name
Oikonos - Ecosystem Knowledge
EIN
03-0385067
Phone
8315158558
Address
P O BOX 2570, SANTA CRUZ, CA 95063

Signing Officer

Name
Michelle Hester
Title
President
Signed
2018-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
5
Employees
8
Volunteers
30

Preparer

Firm
Mark Mumm CPA
Address
12655 Fiori Lane, Sebastopol, CA 95472-9571
Preparer
Mark Mumm
Phone
4154533341
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: Multiple ecology research, conservation, restoration and education projects: Fisheries bycatch studies, Plastic Pollution in Marine Food Webs, Coastal and Island Habitat Restoration, California Seabird Population Monitoring, Hawaiian Seabird Conservation, Winged Ambassadors Ocean Literacy Through the Eyes of Albatross education program, Endemic Biodiversity, Invasive Species and Education on Chilean Islands.

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IRS990/PYInvestmentIncomeAmt039
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0388601
IRS990/PYRevenuesLessExpensesAmt0-35408
IRS990/PYSalariesCompEmpBnftPaidAmt0284988
IRS990/PYTotalExpensesAmt0673589
IRS990/PYTotalRevenueAmt0638181
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt083673
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0277734
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0362328
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0117571
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127518
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0653059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0638142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0606027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0723347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0521087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03141662
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0183
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0660
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01563
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0183
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01563
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02491
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91170
IRS990ScheduleA/PublicSupportPY509Pct00.92460
IRS990ScheduleA/PublicSupportTotal509Amt02866402
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt085884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt039634
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt056910
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt042286
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt050546
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0275260
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt085884
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt039634
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt056910
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt042286
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt050546
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0275260
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0653059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0638142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0606027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0723347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0521087
IRS990ScheduleA/Total509Grp/TotalAmt03141662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0653105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0638181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0606210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0724007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0522650
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03144153
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0767
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/TotalLiabilityAmt0767
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt010
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt02
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0221621
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SOUTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0BIODIVERSITY CONSERV
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0WETLAND RESTORATION
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EAST ASIA/PACIF
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt010
IRS990ScheduleF/SubtotalOfficesCnt02
IRS990ScheduleF/SubtotalSpentAmt0221621
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt010
IRS990ScheduleF/TotalOfficeCnt02
IRS990ScheduleF/TotalSpentAmt0221621
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Multiple ecology research, conservation, restoration and education projects: Fisheries bycatch studies, Plastic Pollution in Marine Food Webs, Coastal and Island Habitat Restoration, California Seabird Population Monitoring, Hawaiian Seabird Conservation, Winged Ambassadors Ocean Literacy Through the Eyes of Albatross education program, Endemic Biodiversity, Invasive Species and Education on Chilean Islands.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF FORM 990 PROVIDED TO BOARD MEMBERS VIA EMAIL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE COMMITTEE RESEARCHES COMPENSATION STUDIES FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS AND THEN MAKES A RECOMMENDATION TO THE FULL BOARD BASED ON A REVIEW OF THIS COMPARABILITY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS THAT ARE REQUIRED BY LAW TO BE DISCLOSED ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.00$1.07$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.38$0.92$0.99$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.61$0.86$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.88$0.73$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.05$0.55$0.87$0.71$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.71$0.75$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.71$0.63$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.65$0.57$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.64$0.67$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.31$0.61$0.70$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.41$0.72$0.76$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.52$0.54$0.02
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.46$0.36$0.10
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.37$0.44$0.07