Civic Intelligence

Scope Education Services

990 • Fiscal year 2017 • EIN 11-2073576

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 22, 2017

100 Lawrence AvenueSmithtown, NY 11787

(631) 360-0800

Siviq Scores

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Balance Sheet

Assets

Up

$12,511,451

Up $480,473 (+4.0%) from 2016

Net Assets

Up

$9,808,664

Up $762,932 (+8.4%) from 2016

Liabilities

Down

$2,702,787

Down $282,459 (-9.5%) from 2016

Revenue And Expenses

Revenue

Up

$17,009,078

Up $858,824 (+5.3%) from 2016

Expenses

Up

$16,246,146

Up $886,535 (+5.8%) from 2016

Net Income

Down

$762,932

Down $27,711 (-3.5%) from 2016

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $7,988,691Liabilities 2011: $2,146,001Net Assets 2011: $5,842,6902011Assets 2012: $8,311,723Liabilities 2012: $2,304,152Net Assets 2012: $6,007,5712012Assets 2013: $8,990,400Liabilities 2013: $2,585,341Net Assets 2013: $6,405,0592013Assets 2014: $10,000,933Liabilities 2014: $2,627,446Net Assets 2014: $7,373,4872014Assets 2015: $10,997,202Liabilities 2015: $2,742,113Net Assets 2015: $8,255,0892015Assets 2016: $12,030,978Liabilities 2016: $2,985,246Net Assets 2016: $9,045,7322016Assets 2017: $12,511,451Liabilities 2017: $2,702,787Net Assets 2017: $9,808,6642017Assets 2018: $13,844,855Liabilities 2018: $3,039,142Net Assets 2018: $10,805,7132018Assets 2019: $14,221,646Liabilities 2019: $3,253,636Net Assets 2019: $10,968,0102019Assets 2020: $9,917,528Liabilities 2020: $2,165,633Net Assets 2020: $7,751,8952020Assets 2021: $15,705,404Liabilities 2021: $2,722,270Net Assets 2021: $12,983,1342021Assets 2022: $20,818,425Liabilities 2022: $5,337,117Net Assets 2022: $15,481,3082022Assets 2023: $25,323,042Liabilities 2023: $6,180,045Net Assets 2023: $19,142,9972023Assets 2024: $26,452,379Liabilities 2024: $5,326,877Net Assets 2024: $21,125,5022024Assets 2025: $27,003,710Liabilities 2025: $5,928,438Net Assets 2025: $21,075,2722025

Highlighted filing

2017

Assets$12,511,451
Liabilities$2,702,787
Net Assets$9,808,664

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $13,823,742Expenses 2011: $13,513,274Net Income 2011: $310,4682011Revenue 2012: $14,161,096Expenses 2012: $13,996,215Net Income 2012: $164,8812012Revenue 2013: $14,455,371Expenses 2013: $14,057,883Net Income 2013: $397,4882013Revenue 2014: $15,422,605Expenses 2014: $14,454,177Net Income 2014: $968,4282014Revenue 2015: $15,662,517Expenses 2015: $14,780,915Net Income 2015: $881,6022015Revenue 2016: $16,150,254Expenses 2016: $15,359,611Net Income 2016: $790,6432016Revenue 2017: $17,009,078Expenses 2017: $16,246,146Net Income 2017: $762,9322017Revenue 2018: $17,936,938Expenses 2018: $16,939,889Net Income 2018: $997,0492018Revenue 2019: $20,962,506Expenses 2019: $20,800,209Net Income 2019: $162,2972019Revenue 2020: $18,966,133Expenses 2020: $22,182,248Net Income 2020: -$3,216,1152020Revenue 2021: $22,246,673Expenses 2021: $17,015,434Net Income 2021: $5,231,2392021Revenue 2022: $31,054,488Expenses 2022: $28,556,314Net Income 2022: $2,498,1742022Revenue 2023: $41,410,887Expenses 2023: $37,749,198Net Income 2023: $3,661,6892023Revenue 2024: $48,816,383Expenses 2024: $46,834,916Net Income 2024: $1,981,4672024Revenue 2025: $44,939,214Expenses 2025: $44,906,585Net Income 2025: $32,6292025

Highlighted filing

2017

Revenue$17,009,078
Expenses$16,246,146
Net Income$762,932
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 22, 2017
Return Version
2016v3.0
Gross Receipts
$17,009,078
Mission and Program Overview

Mission

To provide programs and services to school districts through the cooperative study and research of educational issues, concerns and needs; promote best practices; and provide forums,symposiums and workshops for school superintendents, school board members, school administrators, teachers, students and community members that offer opportunities to improve education.

Scope provides childcare and enrichment programs and other services to school districts in the long island community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$9,806,634$10,457,767▲ $651,133
Land, Buildings, and Equipment, Net$1,621,400$1,514,925▼ $106,475
Accounts Receivable$114,931$224,436▲ $109,505
Inventories for Sale or Use$87,952$105,714▲ $17,762
Prepaid Expenses and Deferred Charges$122,258$93,535▼ $28,723
Investments in Publicly Traded Securities$11,337$14,358▲ $3,021
Cash and Non-Interest-Bearing Accounts$11,000$11,000→ $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-
Intangible Assets-$0-
Total Assets$12,030,978$12,511,451▲ $480,473
Other Assets Total$255,466$89,716▼ $165,750
Liabilities
Deferred Revenue$1,957,790$1,991,762▲ $33,972
Accounts Payable and Accrued Expenses$784,668$633,989▼ $150,679
Other Liabilities$242,788$77,036▼ $165,752
Total Liabilities$2,985,246$2,702,787▼ $282,459
Net Assets / Fund Balance
Unrestricted Net Assets$9,045,732$9,808,664▲ $762,932
Total Net Assets Fund Balance$9,045,732$9,808,664▲ $762,932
Total Liabilities and Net Assets / Fund Balance$12,030,978$12,511,451▲ $480,473

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$968,512$1,130,120$2,098,632
Equipment$222,416$554,212$776,628
Buildings$197,562$219,879$417,441
Other Land Buildings$26,435$310,117$336,552
Land$100,000-$100,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr George L DuffyExecutive DirectorFT$204,546$10,014$214,560
Ann NuzzoDirector of Off. Mgmt.FT$107,168$36,432$143,600
Patricia WalshAssoc. Director of Fin.FT$129,814$8,811$138,625
MICHAEL O'BRIENAssoc. DirectorFT$129,814$6,173$135,987
Mr Cramer HarringtonDep Director Mgmt ServicesFT$120,268$6,146$126,414

Board Members and Trustees

NameTitle
Ms Susan SchnebelPast President
Mr Henry GrishmanPresident
Dr Walter F SchartnerVice President
Dr Anthony AnnunziatoBoard Member
Dr Charles RussoBoard Member
Dr Joseph FamularoBoard Member
Dr Joseph RellaBoard Member
Dr Lorna LewisBoard Member
Dr Roberta GeroldBoard Member
Mr John LorentzBoard Member
Mr Lars ClemensenBoard Member
Mr Robert MoraghanBoard Member
Ms Kelly FallonBoard Member
Dr Robert FeirsenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,894,166
Investment Income
$35,789
Other Revenue
$79,123
Change in Net Assets
$762,932

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,009,078
Total Revenue per Audited Statements
$17,009,078
Total Revenue per Form 990
$17,009,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,959,969
Other Expenses$3,286,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,818,468$806,906-$10,625,374
Other Employee Benefits$635,323$335,672-$970,995
Payroll Taxes$748,491$112,814-$861,305
Office Expenses$276,297$163,387-$439,684
All Other Expenses$242,517$144,953-$387,470
Current Officers, Directors, Trustees, and Key Employees$25,283$315,691-$340,974
Occupancy$332,013$5,740-$337,753
Insurance$18,014$217,114-$235,128
Depreciation Depletion-$213,283-$213,283
Fees for Services Other$103,212$89,150-$192,362
Pension Plan Contributions$127,531$33,790-$161,321
Advertising$73,545$70,337-$143,882
Other Expenses$106,565$8,870-$115,435
Travel$75,960$3,527-$79,487
Fees for Services Accounting-$38,100-$38,100
Fees for Services Legal-$29,070-$29,070
Conferences and Meetings$40$24,123-$24,163
Total Functional Expenses$13,610,266$2,635,880$0$16,246,146

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,246,146
Total Expenses per Audited Statements$16,246,146
Total Expenses per Form 990$16,246,146
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
Deferred Compensation$77,036
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
Yes
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

The policy is to distribute a copy of the form 990 prior to the scheduled board of directors meeting for review. The members of the board of directors have the opportunity to ask questions or make comments with regard to the form 990 at a board meeting prior to the form being filed.

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

The board of directors and certain employees sign an annual conflict of interest declaration.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

There is a salary committee that meets to address and determine all salaries including top management. The committee meets prior to submission of recommendations to the full board of directors for consideration and approval. The approval of the salary of the executive director is reviewed and approved by the board of directors during executive session. The minutes of the session reflect board approval.

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

Financial statements, governing documents and policies are maintained at the administrative offices located at 100 lawrence avenue, smithtown, new york. The public may request to see documents at the office.

Filing and Contact Details

Filer

Filer Name
Scope Education Services
EIN
11-2073576
Phone
6313600800
Address
100 LAWRENCE AVENUE, SMITHTOWN, NY 11787

Signing Officer

Name
George L Duffy Iii
Title
Executive Director
Signed
2017-12-22
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
1,235
Volunteers
40

Preparer

Firm
Rs Abrams & Co Llp
Address
3033 EXPRESS DR N STE 100, ISLANDIA, NY 11749-5309
Preparer
Marianne VanDuyne CPA
Phone
6312344444
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Scope has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending august 31, 2010 and subsequent remain subject to examination by the applicable taxing authorities.

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IRS990/Form990PartVIISectionAGrp/PersonNm9MS KELLY FALLON
IRS990/Form990PartVIISectionAGrp/PersonNm10DR JOSEPH RELLA
IRS990/Form990PartVIISectionAGrp/PersonNm11DR LORNA LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm12DR JOSEPH FAMULARO
IRS990/Form990PartVIISectionAGrp/PersonNm13MS SUSAN SCHNEBEL
IRS990/Form990PartVIISectionAGrp/PersonNm14MR GEORGE L DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm15MR CRAMER HARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm16PATRICIA WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm17ANN NUZZO
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHAEL O'BRIEN
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt15DEP DIRECTOR MGMT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSOC. DIR OF FIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIR. OF OFF. MGMT.
IRS990/Form990PartVIISectionAGrp/TitleTxt18Assoc. Director
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IRS990/GamingActivitiesInd0false
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IRS990/InsuranceGrp/ManagementAndGeneralAmt0217114
IRS990/InsuranceGrp/ProgramServicesAmt018014
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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt087952
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0105714
IRS990/InvestmentIncomeGrp/ExclusionAmt035789
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035789
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE PROGRAMS AND SERVICES TO SCHOOL DISTRICTS THROUGH THE COOPERATIVE STUDY AND RESEARCH OF EDUCATIONAL ISSUES, CONCERNS AND NEEDS; PROMOTE BEST PRACTICES; AND PROVIDE FORUMS,SYMPOSIUMS AND WORKSHOPS FOR SCHOOL SUPERINTENDENTS, SCHOOL BOARD MEMBERS, SCHOOL ADMINISTRATORS, TEACHERS, STUDENTS AND COMMUNITY MEMBERS THAT OFFER OPPORTUNITIES TO IMPROVE EDUCATION.
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IRS990/NetAssetsOrFundBalancesEOYAmt09808664
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ProgramServicesAmt0332013
IRS990/OccupancyGrp/TotalAmt0337753
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0163387
IRS990/OfficeExpensesGrp/ProgramServicesAmt0276297
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IRS990/OtherExpensesGrp/Desc0Food Service
IRS990/OtherExpensesGrp/Desc1Program Supplies
IRS990/OtherExpensesGrp/Desc2Program Expenses
IRS990/OtherExpensesGrp/Desc3Honorariums
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122944
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28870
IRS990/OtherExpensesGrp/ProgramServicesAmt0590062
IRS990/OtherExpensesGrp/ProgramServicesAmt1342148
IRS990/OtherExpensesGrp/ProgramServicesAmt294797
IRS990/OtherExpensesGrp/ProgramServicesAmt3106565
IRS990/OtherExpensesGrp/TotalAmt0590062
IRS990/OtherExpensesGrp/TotalAmt1342557
IRS990/OtherExpensesGrp/TotalAmt2117741
IRS990/OtherExpensesGrp/TotalAmt3115435
IRS990/OtherLiabilitiesGrp/BOYAmt0242788
IRS990/OtherLiabilitiesGrp/EOYAmt077036
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt079123
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt079123
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09818468
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0127531
IRS990/PensionPlanContributionsGrp/TotalAmt0161321
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt093535
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc3REGISTRATION FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1222488
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2172297
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316147259
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0342442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1222488
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2181977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316147259
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt09680
IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER PROGRAMS - VARIOUS OTHER SERVICES ARE PROVIDED, INCLUDING BUT NOT LIMITED TO:PROFESSIONAL DEVELOPMENT COURSES FOR TEACHERS AND ADMINISTRATORS AND COMMUNITY SERVICE PROGRAMS, SUCH AS WORKSHOPS, FOR TEACHERS, PARENTS AND STUDENTS
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01239519
IRS990/ProgSrvcAccomActy3Grp/Desc0ENRICHMENT PROGRAMS ARE COLLABORATIVELY DESIGNED WITH SCHOOL DISTRICTS TO PROVIDE A SAFE, FUN, CARING ENVIRONMENT FOR STUDENTS ENTERING GRADES K-6. EXAMPLES OF COMPREHENSIVE PROGRAM OFFERINGS INCLUDE: FOREIGN LANGUAGE, READING, MATH AND SCIENCE SKILLS, ARTS AND CRAFTS, RECREATION, INSTRUMENTAL MUSIC AND THEME BASED ENRICHMENT ACTIVITIES. ALSO OFFERED ARE STUDENT PREP PROGRAMS. PROGRAMS CAN BE OFFERED AFTER SCHOOL, ON WEEKENDS, OR DURING THE SUMMER AT SITES DETERMINED BY THE SCHOOL DISTRICTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0805461
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0907536
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.0$5.93$21.1$44.9$44.9$0.03
2024Detailed filing. Detailed filing data is available for this year.$26.5$5.33$21.1$48.8$46.8$1.98
2023Detailed filing. Detailed filing data is available for this year.$25.3$6.18$19.1$41.4$37.7$3.66
2022Detailed filing. Detailed filing data is available for this year.$20.8$5.34$15.5$31.1$28.6$2.50
2021Detailed filing. Detailed filing data is available for this year.$15.7$2.72$13.0$22.2$17.0$5.23
2020Detailed filing. Detailed filing data is available for this year.$9.92$2.17$7.75$19.0$22.2$3.22
2019Detailed filing. Detailed filing data is available for this year.$14.2$3.25$11.0$21.0$20.8$0.16
2018Detailed filing. Detailed filing data is available for this year.$13.8$3.04$10.8$17.9$16.9$1.00
2017Detailed filing. Detailed filing data is available for this year.$12.5$2.70$9.81$17.0$16.2$0.76
2016Detailed filing. Detailed filing data is available for this year.$12.0$2.99$9.05$16.2$15.4$0.79
2015Detailed filing. Detailed filing data is available for this year.$11.0$2.74$8.26$15.7$14.8$0.88
2014Detailed filing. Detailed filing data is available for this year.$10.0$2.63$7.37$15.4$14.5$0.97
2013Summary only. Only limited summary data is available for this year.$8.99$2.59$6.41$14.5$14.1$0.40
2012Summary only. Only limited summary data is available for this year.$8.31$2.30$6.01$14.2$14.0$0.16
2011Summary only. Only limited summary data is available for this year.$7.99$2.15$5.84$13.8$13.5$0.31