Civic Intelligence

Benevolent & Protective Order of Elks Lodge No 814

990 • Fiscal year 2020 • EIN 23-1708307

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 30, 2020

Organization ProfileN/A
61 High StreetPottstown, PA 19464

(610) 326-0884

Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Net Margin

88th percentile

28%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Asset Growth

23rd percentile

-4.9%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-45%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$686,236

Down $35,290 (-4.9%) from 2019

Net Assets

Down

$658,148

Down $41,217 (-5.9%) from 2019

Liabilities

Up

$28,088

Up $5,927 (+27%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin88th percentile

Revenue

Down

$148,330

Down $122,925 (-45%) from 2019

Expenses

Down

$106,842

Down $7,900 (-6.9%) from 2019

Net Income

Down

$41,488

Down $115,025 (-73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $438,079Liabilities 2012: $26,1772012Assets 2013: $467,729Liabilities 2013: $32,9622013Assets 2014: $502,948Liabilities 2014: $27,675Net Assets 2014: $475,2732014Assets 2015: $536,991Liabilities 2015: $32,762Net Assets 2015: $504,2292015Assets 2016: $525,141Liabilities 2016: $28,192Net Assets 2016: $496,9492016Assets 2017: $563,686Liabilities 2017: $29,461Net Assets 2017: $534,2252017Assets 2018: $610,635Liabilities 2018: $23,227Net Assets 2018: $587,4082018Assets 2019: $721,526Liabilities 2019: $22,161Net Assets 2019: $699,3652019Assets 2020: $686,236Liabilities 2020: $28,088Net Assets 2020: $658,1482020Assets 2021: $884,662Liabilities 2021: $33,448Net Assets 2021: $851,2142021Assets 2022: $913,198Liabilities 2022: $39,308Net Assets 2022: $873,8902022Assets 2023: $941,480Liabilities 2023: $53,596Net Assets 2023: $887,8842023Assets 2024: $1,032,447Liabilities 2024: $58,707Net Assets 2024: $973,7402024

Highlighted filing

2020

Assets$686,236
Liabilities$28,088
Net Assets$658,148
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $88,108Expenses 2012: $88,572Net Income 2012: -$4642012Revenue 2013: $87,586Expenses 2013: $81,093Net Income 2013: $6,4932013Revenue 2014: $122,434Expenses 2014: $92,721Net Income 2014: $29,7132014Revenue 2015: $100,742Expenses 2015: $85,833Net Income 2015: $14,9092015Revenue 2016: $106,543Expenses 2016: $74,886Net Income 2016: $31,6572016Revenue 2017: $89,758Expenses 2017: $94,768Net Income 2017: -$5,0102017Revenue 2018: $97,439Expenses 2018: $76,038Net Income 2018: $21,4012018Revenue 2019: $271,255Expenses 2019: $114,742Net Income 2019: $156,5132019Revenue 2020: $148,330Expenses 2020: $106,842Net Income 2020: $41,4882020Revenue 2021: $140,006Expenses 2021: $107,051Net Income 2021: $32,9552021Revenue 2022: $227,667Expenses 2022: $100,253Net Income 2022: $127,4142022Revenue 2023: $220,848Expenses 2023: $127,812Net Income 2023: $93,0362023Revenue 2024: $146,298Expenses 2024: $127,492Net Income 2024: $18,8062024

Highlighted filing

2020

Revenue$148,330
Expenses$106,842
Net Income$41,488
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 30, 2020
Return Version
2019v5.0
Gross Receipts
$199,801
Mission and Program Overview

Mission

The fraternal & benevolent lodge's primary purpose is to inculcate the principles of charity, justice, brotherly love & fidelity; to recognize a belief in god; to promote the welfare & enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization & to serve the people & the communities located in pottstown & the surrounding area through benevolent programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$633,455$581,979▼ $51,476
Cash and Non-Interest-Bearing Accounts$57,652$64,302▲ $6,650
Savings and Temporary Cash Investments$30,419$29,955▼ $464
Total Assets$721,526$686,236▼ $35,290
Other Assets Total-$10,000-
Liabilities
Deferred Revenue$21,850$27,802▲ $5,952
Accounts Payable and Accrued Expenses$312$286▼ $26
Total Liabilities$22,162$28,088▲ $5,926
Net Assets / Fund Balance
Net Assets With Donor Restrictions$657,017$612,344▼ $44,673
Net Assets Without Donor Restrictions$42,347$45,804▲ $3,457
Total Net Assets Fund Balance$699,364$658,148▼ $41,216
Total Liabilities and Net Assets / Fund Balance$721,526$686,236▼ $35,290

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$26,295--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
France KrazalkovichTrustee
Gene HoganTrustee
Heather MoyerTrustee
Keith ReitnauerTrustee
Robert Wilhelm JrTrustee
Patricia RhotonChaplain
Robin MoyerEsquire
James FearExalted Rule
Donald MoyerInner Guard
Sandy ReitnauerLeading Knig
Susan NaceLecturing Kn
Kevin KrauseLoyal Knight
Jullyn KeilmanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$86,090
Program Service Revenue
$0
Investment Income
$51,370
Other Revenue
$10,870
All Other Contributions
$33,400
Change in Net Assets
$41,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,776
Salaries, Compensation, and Employee Benefits$6,066
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$19,954
Occupancy---$16,792
Fees for Service Investment Mgmnt Fees---$5,889
Other Expenses---$5,737
Other Salaries and Wages---$5,500
Office Expenses---$4,266
Fees for Services Accounting---$4,200
Conferences and Meetings---$1,874
Payroll Taxes---$566
Total Functional Expenses$0$0$0$106,842
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,245
Fundraising Direct Expenses$7,383
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
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 11B

“The lodge officers reviewed form 990 before filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of
EIN
23-1708307
Phone
6103260884
Address
61 HIGH STREET, POTTSTOWN, PA 19464

Signing Officer

Name
Jullyn Keilman
Title
Secretary
Phone
6103260884
Signed
2020-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jullyn Keilman
Formed
1902
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
30

Preparer

Firm
Barbara Akins CPA
Address
835 ROUTE 100 N, BECHTELSVILLE, PA 19505-9201
Preparer
Barbara a Akins CPA
Phone
4843213839
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The fraternal & benevolent lodge's primary purpose is to inculcate the principles of charity, justice, brotherly love & fidelity; to recognize a belief in god; to promote the welfare & enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization & to serve the people & the communities located in pottstown & the surrounding area through benevolent programs.”

Form 990, Part IX, Line 24E

“Scholarships & awards 5,454 0 0 grant expenses 4,076 0 0 vip visits 3,383 0 0 annual banquet expense 2,676 0 0 per capita - state 1,677 0 0 installation expenses 557 0 0 officers' expense 524 0 0 miscellaneous 440 0 0 supplies 300 0 0 youth activities 280 0 0 legacy trust 250 0 0 payroll processing fees 136 0 0 memorials 93 0 0 indoctrination 73 0 0 veterans & americanism 35 0 0 total 19,954 0 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“No provision is made for income taxes, as the lodge is exempt from income taxation under a group ruling granted to the grand lodge of the benevolent and protective order of elks by the internal revenue service. Group exemption number is 1156; exempt under 501(c)(8).”

Raw XML Appendix368 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.

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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0188676
IRS990/PYInvestmentIncomeAmt067964
IRS990/PYOtherExpensesAmt0108657
IRS990/PYOtherRevenueAmt014615
IRS990/PYRevenuesLessExpensesAmt0156513
IRS990/PYSalariesCompEmpBnftPaidAmt06085
IRS990/PYTotalExpensesAmt0114742
IRS990/PYTotalRevenueAmt0271255
IRS990/ReconcilationRevenueExpnssAmt041488
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030419
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029955
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0312231
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1215794
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt227659
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt326295
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ALTERNATIVE MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MONEY MARKET KEY PRIVATE BANK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION IS MADE FOR INCOME TAXES, AS THE LODGE IS EXEMPT FROM INCOME TAXATION UNDER A GROUP RULING GRANTED TO THE GRAND LODGE OF THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS BY THE INTERNAL REVENUE SERVICE. GROUP EXEMPTION NUMBER IS 1156; EXEMPT UNDER 501(C)(8).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueSecuritiesAmt0581979
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FRATERNAL & BENEVOLENT LODGE'S PRIMARY PURPOSE IS TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE & FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE & ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION & TO SERVE THE PEOPLE & THE COMMUNITIES LOCATED IN POTTSTOWN & THE SURROUNDING AREA THROUGH BENEVOLENT PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LODGE OFFICERS REVIEWED FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS & AWARDS 5,454 0 0 GRANT EXPENSES 4,076 0 0 VIP VISITS 3,383 0 0 ANNUAL BANQUET EXPENSE 2,676 0 0 PER CAPITA - STATE 1,677 0 0 INSTALLATION EXPENSES 557 0 0 OFFICERS' EXPENSE 524 0 0 MISCELLANEOUS 440 0 0 SUPPLIES 300 0 0 YOUTH ACTIVITIES 280 0 0 LEGACY TRUST 250 0 0 PAYROLL PROCESSING FEES 136 0 0 MEMORIALS 93 0 0 INDOCTRINATION 73 0 0 VETERANS & AMERICANISM 35 0 0 TOTAL 19,954 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0721526
IRS990/TotalAssetsEOYAmt0686236
IRS990/TotalAssetsGrp/BOYAmt0721526
IRS990/TotalAssetsGrp/EOYAmt0686236
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt086090
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106842
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022162
IRS990/TotalLiabilitiesEOYAmt028088
IRS990/TotalLiabilitiesGrp/BOYAmt022162
IRS990/TotalLiabilitiesGrp/EOYAmt028088
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0699364
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0658148
IRS990/TotalRevenueGrp/ExclusionAmt030305
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0148330
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0721526
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0686236
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt061 HIGH STREET
IRS990/USAddress/CityNm0POTTSTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019464
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULLYN KEILMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06103260884
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS LODGE NO 814
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0231708307
ReturnHeader/Filer/PhoneNum06103260884
ReturnHeader/Filer/USAddress/AddressLine1Txt061 HIGH STREET
ReturnHeader/Filer/USAddress/CityNm0POTTSTOWN
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ReturnHeader/Filer/USAddress/ZIPCd019464
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0188EF1B96CD3C58F05511583F525A2C36B4EC6D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId061AAF175E55C29D7BF7036A1D9389E682CB16C2C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.82.160.249
ReturnHeader/FilingSecurityInformation/IPDt02020-07-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:09:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473768625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBARA AKINS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0835 ROUTE 100 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BECHTELSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0195059201
ReturnHeader/PreparerPersonGrp/PhoneNum04843213839
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A AKINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-30T13:09:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$686,236
Liabilities
$28,088
Net assets
$658,148
Revenue
$148,330
Expenses
$106,842
Net income
$41,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.06$0.97$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.05$0.89$0.22$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.04$0.87$0.23$0.10$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.03$0.85$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.03$0.66$0.15$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.02$0.70$0.27$0.11$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.59$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$0.09$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.03$0.50$0.11$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.03$0.50$0.10$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.48$0.12$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$0.47$0.03$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$0.44$0.03$0.09$0.09$0.00