Civic Intelligence

Monroe County Historical Association Inc

990 • Fiscal year 2018 • EIN 22-2442646

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

900 Main StreetStroudsburg, PA 18360

(570) 421-7703

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.04x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

41st percentile

-1.0%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.4%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,362,989

Down $13,973 (-1.0%) from 2017

Net Assets

Down

$1,355,990

Down $19,290 (-1.4%) from 2017

Liabilities

Up

$6,999

Up $5,317 (+316%) from 2017

Revenue

Up

$164,332

Up $14,086 (+9.4%) from 2017

Expenses

Up

$183,622

Up $20,381 (+12%) from 2017

Net Income

Down

-$19,290

Down $6,295 (-48%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $1,513,371Liabilities 2010: $79Net Assets 2010: $1,513,2922010Assets 2011: $1,498,838Liabilities 2011: $56Net Assets 2011: $1,498,7822011Assets 2012: $1,496,780Liabilities 2012: $29Net Assets 2012: $1,496,7512012Assets 2013: $902,265Liabilities 2013: $107Net Assets 2013: $902,1582013Assets 2014: $1,583,418Liabilities 2014: $512,713Net Assets 2014: $1,070,7052014Assets 2015: $1,162,882Liabilities 2015: $45Net Assets 2015: $1,162,8372015Assets 2016: $1,397,194Liabilities 2016: $8,919Net Assets 2016: $1,388,2752016Assets 2017: $1,376,962Liabilities 2017: $1,682Net Assets 2017: $1,375,2802017Assets 2018: $1,362,989Liabilities 2018: $6,999Net Assets 2018: $1,355,9902018Assets 2019: $1,408,334Liabilities 2019: $1,892Net Assets 2019: $1,406,4422019Assets 2020: $1,328,475Liabilities 2020: $32Net Assets 2020: $1,328,4432020Assets 2021: $3,234,498Liabilities 2021: $2,767Net Assets 2021: $3,231,7312021Assets 2022: $5,633,327Liabilities 2022: $3,917Net Assets 2022: $5,629,4102022Assets 2023: $7,348,592Liabilities 2023: $690,075Net Assets 2023: $6,658,5172023Assets 2024: $8,568,614Liabilities 2024: $1,278,384Net Assets 2024: $7,290,2302024

Highlighted filing

2018

Assets$1,362,989
Liabilities$6,999
Net Assets$1,355,990

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $110,837Expenses 2010: $129,331Net Income 2010: -$18,4942010Revenue 2011: $118,859Expenses 2011: $131,567Net Income 2011: -$12,7082011Expenses 2012: $135,6722012Revenue 2013: $165,866Expenses 2013: $126,566Net Income 2013: $39,3002013Revenue 2014: $306,835Expenses 2014: $138,288Net Income 2014: $168,5472014Revenue 2015: $299,977Expenses 2015: $207,845Net Income 2015: $92,1322015Revenue 2016: $368,476Expenses 2016: $143,038Net Income 2016: $225,4382016Revenue 2017: $150,246Expenses 2017: $163,241Net Income 2017: -$12,9952017Revenue 2018: $164,332Expenses 2018: $183,622Net Income 2018: -$19,2902018Revenue 2019: $264,419Expenses 2019: $213,967Net Income 2019: $50,4522019Revenue 2020: $198,952Expenses 2020: $297,351Net Income 2020: -$98,3992020Revenue 2021: $2,100,226Expenses 2021: $221,938Net Income 2021: $1,878,2882021Revenue 2022: $2,651,112Expenses 2022: $255,434Net Income 2022: $2,395,6782022Revenue 2023: $1,366,508Expenses 2023: $337,401Net Income 2023: $1,029,1072023Revenue 2024: $949,018Expenses 2024: $317,305Net Income 2024: $631,7132024

Highlighted filing

2018

Revenue$164,332
Expenses$183,622
Net Income-$19,290
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Gross Receipts
$193,059
Mission and Program Overview

Mission

The monroe county historical association is a cultural and learning center that assists our diverse community of residents and visitors in connecting the county's past with the present.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$916,195$898,140▼ $18,055
Savings and Temporary Cash Investments$453,944$460,591▲ $6,647
Inventories for Sale or Use$3,183$3,258▲ $75
Prepaid Expenses and Deferred Charges$3,640$1,000▼ $2,640
Total Assets$1,376,962$1,362,989▼ $13,973
Liabilities
Deferred Revenue-$5,000-
Accounts Payable and Accrued Expenses$1,682$1,999▲ $317
Total Liabilities$1,682$6,999▲ $5,317
Net Assets / Fund Balance
Unrestricted Net Assets$1,195,363$1,179,776▼ $15,587
Temporarily Rstr Net Assets$179,917$176,214▼ $3,703
Total Net Assets Fund Balance$1,375,280$1,355,990▼ $19,290
Total Liabilities and Net Assets / Fund Balance$1,376,962$1,362,989▼ $13,973

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$369,696$251,925$621,621
Other Land Buildings$522,461$17,806$540,267
Equipment$5,983$9,281$15,264
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$104,082
Program Service Revenue
$5,970
Investment Income
$2,360
Other Revenue
$51,920
All Other Contributions
$69,257
Change in Net Assets
$-19,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$96,487
Other Expenses$87,135
Total Fundraising Expense$25,855
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,115$14,370$19,448$88,933
Occupancy$19,002$2,375$2,375$23,752
Depreciation Depletion$18,055--$18,055
Fees for Services Other-$10,000-$10,000
Insurance$7,852$316$262$8,430
Office Expenses$4,864$1,152$1,728$7,744
Payroll Taxes$4,681$1,221$1,652$7,554
Fees for Services Accounting-$6,625-$6,625
Advertising$3,378$870-$4,248
Other Expenses$651$260$390$1,301
Total Functional Expenses$120,524$37,243$25,855$183,622
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$79,109
Fundraising Direct Expenses$28,561
Gaming Gross Income$776
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Pairing Di$61,964$61,964$2,229$59,735
Annual Dinner$5,869$5,869$481$5,388
Total Events$67,833$67,833$21,430$46,403
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Marie conklin young glenn yetter sister in law/brother in law

Form 990, Page 6, Part VI, Line 11B

The return is reviewed by the board treasurer.

Form 990, Page 6, Part VI, Line 15A

The salary of the executive director is reviewed annually by the personnel committee. The board monitors the performance of the executive director.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request and on the organization's website.

Filing and Contact Details

Filer

Filer Name
Monroe County Historical
EIN
22-2442646
Phone
5704217703
Address
900 MAIN STREET, STROUDSBURG, PA 18360

Signing Officer

Name
Patricia J Sayler
Title
Treasurer
Phone
5704217703
Signed
2019-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell D Scott
Formed
1928
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
107

Preparer

Firm
Regan Levin Bloss Brown & Savchak Pc
Address
814 MAIN ST STE 100, STROUDSBURG, PA 18360
Preparer
Philip D Pope CPA
Phone
5704217434
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1260
IRS990/OtherExpensesGrp/ProgramServicesAmt04752
IRS990/OtherExpensesGrp/ProgramServicesAmt12174
IRS990/OtherExpensesGrp/ProgramServicesAmt2651
IRS990/OtherExpensesGrp/TotalAmt04806
IRS990/OtherExpensesGrp/TotalAmt12174
IRS990/OtherExpensesGrp/TotalAmt21301
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019448
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014370
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt055115
IRS990/OtherSalariesAndWagesGrp/TotalAmt088933
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01652
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01221
IRS990/PayrollTaxesGrp/ProgramServicesAmt04681
IRS990/PayrollTaxesGrp/TotalAmt07554
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03640
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0RUSSELL D SCOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TOURS
IRS990/ProgramServiceRevenueGrp/Desc1LIBRARY FEES
IRS990/ProgramServiceRevenueGrp/Desc2WORKSHOPS & LECTURES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03765
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12105
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2100
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt089891
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0756
IRS990/PYOtherExpensesAmt071153
IRS990/PYOtherRevenueAmt055359
IRS990/PYProgramServiceRevenueAmt04240
IRS990/PYRevenuesLessExpensesAmt0-12995
IRS990/PYSalariesCompEmpBnftPaidAmt092088
IRS990/PYTotalExpensesAmt0163241
IRS990/PYTotalRevenueAmt0150246
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-19290
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05970
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0453944
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0460591
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING EVENTS 313,543
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt089891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt082538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0226449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt083652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0586612
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt046419
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt079109
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt081482
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt065315
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt058649
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt028988
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0313543
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40110
IRS990ScheduleA/PublicSupportPY170Pct00.46120
IRS990ScheduleA/PublicSupportTotal170Amt0361024
IRS990ScheduleA/SubstantialContributorsTotAmt0225588
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt089891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0226449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt083652
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0586612
IRS990ScheduleA/TotalSupportAmt0900155
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0369696
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0251925
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0621621
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05983
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09281
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015264
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0522461
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0540267
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0898140
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021430
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01482
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01482
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE PAIRING DI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01055
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067833
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046403
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02710
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02229
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0481
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013453
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02730
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016183
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARIE CONKLIN YOUNG GLENN YETTER SISTER IN LAW/BROTHER IN LAW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS REVIEWED BY THE BOARD TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARY OF THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE. THE BOARD MONITORS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0179917
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0176214
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01376962
IRS990/TotalAssetsEOYAmt01362989
IRS990/TotalAssetsGrp/BOYAmt01376962
IRS990/TotalAssetsGrp/EOYAmt01362989
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0104082

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.57$1.28$7.29$0.95$0.32$0.63
2023Detailed filing. Detailed filing data is available for this year.$7.35$0.69$6.66$1.37$0.34$1.03
2022Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$2.65$0.26$2.40
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$2.10$0.22$1.88
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.20$0.30$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.26$0.21$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.36$0.16$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.15$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$0.37$0.14$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.30$0.21$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.51$1.07$0.31$0.14$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.17$0.13$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.14
2011Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$0.12$0.13$0.01
2010Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.11$0.13$0.02