Civic Intelligence

Sheehan School PTA

990EZ • Fiscal year 2021 • EIN 04-3101928

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 25, 2021

549 Pond StreetWestwood, MA 02090

(781) 326-7500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

0.7%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-39%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$78,182

Up $131 (+0.2%) from 2020

Net Assets

Up

$78,182

Up $131 (+0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$20,027

Down $12,889 (-39%) from 2020

Expenses

Down

$19,896

Down $4,834 (-20%) from 2020

Net Income

Down

$131

Down $8,055 (-98%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $36,566Liabilities 2011: $02011Assets 2012: $57,639Liabilities 2012: $02012Assets 2013: $67,806Liabilities 2013: $02013Assets 2014: $83,215Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $02015Assets 2017: $78,040Liabilities 2017: $02017Assets 2018: $77,155Liabilities 2018: $02018Assets 2019: $69,865Liabilities 2019: $0Net Assets 2019: $69,8652019Assets 2020: $78,051Liabilities 2020: $0Net Assets 2020: $78,0512020Assets 2021: $78,182Liabilities 2021: $0Net Assets 2021: $78,1822021Assets 2022: $77,423Liabilities 2022: $0Net Assets 2022: $77,4232022Assets 2023: $70,163Liabilities 2023: $0Net Assets 2023: $70,1632023Assets 2024: $76,941Liabilities 2024: $0Net Assets 2024: $76,9412024Assets 2025: $64,279Liabilities 2025: $0Net Assets 2025: $64,2792025

Highlighted filing

2021

Assets$78,182
Liabilities$0
Net Assets$78,182

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $55,901Expenses 2011: $50,303Net Income 2011: $5,5982011Revenue 2012: $61,356Expenses 2012: $40,283Net Income 2012: $21,0732012Revenue 2013: $58,287Expenses 2013: $48,119Net Income 2013: $10,1682013Revenue 2014: $69,623Expenses 2014: $54,214Net Income 2014: $15,4092014Revenue 2015: $70,107Expenses 2015: $69,293Net Income 2015: $8142015Revenue 2017: $43,338Expenses 2017: $46,346Net Income 2017: -$3,0082017Revenue 2018: $47,319Expenses 2018: $48,204Net Income 2018: -$8852018Revenue 2019: $37,166Expenses 2019: $44,456Net Income 2019: -$7,2902019Revenue 2020: $32,916Expenses 2020: $24,730Net Income 2020: $8,1862020Revenue 2021: $20,027Expenses 2021: $19,896Net Income 2021: $1312021Revenue 2022: $21,518Expenses 2022: $22,277Net Income 2022: -$7592022Revenue 2023: $36,165Expenses 2023: $43,425Net Income 2023: -$7,2602023Revenue 2024: $46,394Expenses 2024: $39,616Net Income 2024: $6,7782024Revenue 2025: $33,274Expenses 2025: $45,936Net Income 2025: -$12,6622025

Highlighted filing

2021

Revenue$20,027
Expenses$19,896
Net Income$131
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 25, 2021
Return Version
2020v4.1
Gross Receipts
$38,787
Mission and Program Overview

Mission

Supplement and enhance school programs and student experience

Program Services

DescriptionGrantsExpenses
TEACHER STIPENDS$0$6,706
MINI COURSES AND RELATED COSTS$0$5,713
5TH GRADE EXPENSES$0$4,551
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA MCDONAGHCo-PresidentPT$0--
SARAH HERLIHYCo-PresidentPT$0--
JULIE SLOTNICKCo SecretaryPT$0--
SUZANNE INSLERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrips$4,968$4,968$4,433$535
5th Grade$4,808$4,808$4,551$257
Total Events$24,031$24,031$18,760$5,271
Filing and Contact Details

Filer

Filer Name
Sheehan School Pta
EIN
04-3101928
Phone
7813267500
Address
549 POND STREET, WESTWOOD, MA 02090

Signing Officer

Name
Suzanne Insler
Title
Treasurer
Phone
9545608336
Signed
2021-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Simon Akkary CPA LLC
Address
54 HARTFORD STREET SUITE 107, WESTWOOD, MA 02090
Phone
7813268855
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 24.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: directories. Amount: 298. Description: field day. Amount: 1,174. Description: gifts. Amount: 285. Description: grants. Amount: 200. Description: insurance. Amount: 115. Description: misc. Amount: 1,178. Description: outdoor learning center. Amount: 3,167. Description: recess toys. Amount: 1,418. Description: taxes and licences. Amount: 43. Description: teacher appreciation. Amount: 2,962. Description: teacher stipends. Amount: 6,706. Description: dues and subscriptions. Amount: 774. Description: supplies. Amount: 261. Description: hadalski scholarship. Amount: 500. Total to form 990-ez, line 16: 19,081.

Raw XML Appendix197 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0SUZANNE INSLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09545608336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07 YOUNGS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078051
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA MCDONAGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH HERLIHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE SLOTNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZANNE INSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT AND ENHANCE SCHOOL PROGRAMS AND STUDENT EXPERIENCE
IRS990EZ/ProgramServiceRevenueAmt014732
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER STIPENDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MINI COURSES AND RELATED COSTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt25TH GRADE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24551
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt018760
IRS990EZ/SpecialEventsNetIncomeLossAmt05271
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019896
IRS990EZ/TotalProgramServiceExpensesAmt016970
IRS990EZ/TotalRevenueAmt020027
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0192
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063775
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt041583
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt025009
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt024576
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt025295
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0116463
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0192
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043268
IRS990ScheduleA/Total509Grp/TotalAmt0180238
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043338
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0180430
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018760
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05TH GRADE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIPS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024031
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05271
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09776
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018760
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04433
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DIRECTORIES. AMOUNT: 298. DESCRIPTION: FIELD DAY. AMOUNT: 1,174. DESCRIPTION: GIFTS. AMOUNT: 285. DESCRIPTION: GRANTS. AMOUNT: 200. DESCRIPTION: INSURANCE. AMOUNT: 115. DESCRIPTION: MISC. AMOUNT: 1,178. DESCRIPTION: OUTDOOR LEARNING CENTER. AMOUNT: 3,167. DESCRIPTION: RECESS TOYS. AMOUNT: 1,418. DESCRIPTION: TAXES AND LICENCES. AMOUNT: 43. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 2,962. DESCRIPTION: TEACHER STIPENDS. AMOUNT: 6,706. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 774. DESCRIPTION: SUPPLIES. AMOUNT: 261. DESCRIPTION: HADALSKI SCHOLARSHIP. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 19,081.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE INSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09545608336
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEEHAN SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0043101928
ReturnHeader/Filer/PhoneNum07813267500
ReturnHeader/Filer/USAddress/AddressLine1Txt0549 POND STREET
ReturnHeader/Filer/USAddress/CityNm0WESTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002090
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON AKKARY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt054 HARTFORD STREET SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum07813268855
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-15
ReturnHeader/ReturnTs02021-09-25T15:50:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUZANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0INSLER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$64.3$0.00$64.3$33.3$45.9$12.7
2024Detailed filing. Detailed filing data is available for this year.$76.9$0.00$76.9$46.4$39.6$6.78
2023Detailed filing. Detailed filing data is available for this year.$70.2$0.00$70.2$36.2$43.4$7.26
2022Detailed filing. Detailed filing data is available for this year.$77.4$0.00$77.4$21.5$22.3$0.76
2021Detailed filing. Detailed filing data is available for this year.$78.2$0.00$78.2$20.0$19.9$0.13
2020Detailed filing. Detailed filing data is available for this year.$78.1$0.00$78.1$32.9$24.7$8.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.9$0.00$69.9$37.2$44.5$7.29
2018Summary only. Only limited summary data is available for this year.$77.2$0.00$47.3$48.2$0.89
2017Summary only. Only limited summary data is available for this year.$78.0$0.00$43.3$46.3$3.01
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$70.1$69.3$0.81
2014Summary only. Only limited summary data is available for this year.$83.2$0.00$69.6$54.2$15.4
2013Summary only. Only limited summary data is available for this year.$67.8$0.00$58.3$48.1$10.2
2012Summary only. Only limited summary data is available for this year.$57.6$0.00$61.4$40.3$21.1
2011Summary only. Only limited summary data is available for this year.$36.6$0.00$55.9$50.3$5.60