Civic Intelligence

American Association for State and Local History

990 • Fiscal year 2020 • EIN 39-0962197

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 26, 2021

Organization ProfileWWW.AASLH.ORG

View Organization Page

2021 21st Ave S Suite 320Nashville, TN 37212

(615) 320-3203

Siviq Scores

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

Liabilities / Assets

69th percentile

0.28x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.35x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

49th percentile

5.1%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$138,017

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-8.8%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$2,417,160

Down $233,253 (-8.8%) from 2019

Net Assets

Up

$1,735,386

Up $55,804 (+3.3%) from 2019

Liabilities

Down

$681,774

Down $289,057 (-30%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin49th percentile

Revenue

Up

$1,921,231

Up $218,924 (+13%) from 2019

Expenses

Up

$1,823,802

Up $167,317 (+10%) from 2019

Net Income

Up

$97,429

Up $51,607 (+113%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,393,998Liabilities 2011: $444,421Net Assets 2011: $949,5772011Assets 2012: $1,402,060Liabilities 2012: $650,631Net Assets 2012: $751,4292012Assets 2013: $1,328,445Liabilities 2013: $661,671Net Assets 2013: $666,7742013Assets 2014: $1,757,384Liabilities 2014: $603,024Net Assets 2014: $1,154,3602014Assets 2015: $1,750,788Liabilities 2015: $476,985Net Assets 2015: $1,273,8032015Assets 2016: $1,873,194Liabilities 2016: $543,781Net Assets 2016: $1,329,4132016Assets 2017: $2,029,273Liabilities 2017: $522,790Net Assets 2017: $1,506,4832017Assets 2018: $2,136,971Liabilities 2018: $566,604Net Assets 2018: $1,570,3672018Assets 2019: $2,650,413Liabilities 2019: $970,831Net Assets 2019: $1,679,5822019Assets 2020: $2,417,160Liabilities 2020: $681,774Net Assets 2020: $1,735,3862020Assets 2021: $3,183,463Liabilities 2021: $794,543Net Assets 2021: $2,388,9202021Assets 2022: $2,810,869Liabilities 2022: $719,522Net Assets 2022: $2,091,3472022Assets 2023: $3,275,265Liabilities 2023: $947,151Net Assets 2023: $2,328,1142023

Highlighted filing

2020

Assets$2,417,160
Liabilities$681,774
Net Assets$1,735,386
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,474,534Expenses 2011: $1,882,039Net Income 2011: -$407,5052011Revenue 2012: $1,680,179Expenses 2012: $1,804,592Net Income 2012: -$124,4132012Revenue 2013: $1,555,890Expenses 2013: $1,731,766Net Income 2013: -$175,8762013Revenue 2014: $1,859,869Expenses 2014: $1,484,497Net Income 2014: $375,3722014Revenue 2015: $1,457,827Expenses 2015: $1,317,043Net Income 2015: $140,7842015Revenue 2016: $1,412,610Expenses 2016: $1,355,554Net Income 2016: $57,0562016Revenue 2017: $1,537,629Expenses 2017: $1,482,735Net Income 2017: $54,8942017Revenue 2018: $1,613,234Expenses 2018: $1,575,662Net Income 2018: $37,5722018Revenue 2019: $1,702,307Expenses 2019: $1,656,485Net Income 2019: $45,8222019Revenue 2020: $1,921,231Expenses 2020: $1,823,802Net Income 2020: $97,4292020Revenue 2021: $1,709,459Expenses 2021: $1,430,799Net Income 2021: $278,6602021Revenue 2022: $1,798,196Expenses 2022: $1,784,461Net Income 2022: $13,7352022Revenue 2023: $2,022,512Expenses 2023: $1,813,333Net Income 2023: $209,1792023

Highlighted filing

2020

Revenue$1,921,231
Expenses$1,823,802
Net Income$97,429
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 26, 2021
Return Version
2019v5.0
Gross Receipts
$1,921,231
Mission and Program Overview

Mission

To promote the field of history in the united states and canada.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,843,725$1,865,209▲ $21,484
Cash and Non-Interest-Bearing Accounts$445,646$404,338▼ $41,308
Prepaid Expenses and Deferred Charges$205,406$84,975▼ $120,431
Accounts Receivable$141,989$54,521▼ $87,468
Land, Buildings, and Equipment, Net$8,525$8,117▼ $408
Savings and Temporary Cash Investments$5,122--
Total Assets$2,650,413$2,417,160▼ $233,253
Liabilities
Other Liabilities$878,906$507,662▼ $371,244
Unsecured Notes Loans Payable-$120,000-
Accounts Payable and Accrued Expenses$91,925$54,112▼ $37,813
Total Liabilities$970,831$681,774▼ $289,057
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,843,725$1,882,508▲ $38,783
Net Assets Without Donor Restrictions$-164,143$-147,122▲ $17,021
Total Net Assets Fund Balance$1,679,582$1,735,386▲ $55,804
Total Liabilities and Net Assets / Fund Balance$2,650,413$2,417,160▼ $233,253

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,117$104,035$112,152
Equipment-$39,062$39,062
Other Securities$1,865,209--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,843,725$15,925▲ $92,629$71,145$1,881,134
2019$1,723,483$6,450▲ $183,604$69,812$1,843,725
2018$1,647,202$1,800▲ $128,483$54,002$1,723,483
2017$1,496,271-▲ $180,929$30,000$1,647,200
2016$1,340,584$184,076▲ $72,236$100,623$1,496,271
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John DichtlCEO & PresidFT$123,821$14,196$138,017

Board Members and Trustees

NameTitle
John FlemingChair
Katherine KanePast Chair
Norman Burns IiVice Chair
Ashley BouknightBoard Member
Christy ColemanBoard Member
Jeff MatsuokaBoard Member
Jennifer KilmerBoard Member
Jennifer OrtizBoard Member
Kim FortneyBoard Member
Lisa AndersonBoard Member
Marian CarpenterBoard Member
Melanie AdamsBoard Member
Melissa BingmannBoard Member
Richard JoseyBoard Member
Stacy KlinglerBoard Member
Steve MurrayBoard Member
Trevor JonesBoard Member
Dina BaileySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,043,851
Program Service Revenue
$719,011
Investment Income
$66,395
Other Revenue
$91,974
All Other Contributions
$335,206
Change in Net Assets
$97,429

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,921,231
Revenue Not Reported on Form 990
$27,670
Total Revenue per Audited Statements
$1,948,901
Total Revenue per Form 990
$1,921,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,109,916
Salaries, Compensation, and Employee Benefits$713,886
Total Fundraising Expense$38,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$290,952$139,670$25,734$456,356
Fees for Services Other$294,798$74,997-$369,795
Conferences and Meetings$289,438$881-$290,319
Current Officers, Directors, Trustees, and Key Employees$83,660$40,161-$123,821
All Other Expenses$70,117$44,599$3,622$118,338
Other Employee Benefits$53,597$30,575$3,889$88,061
Payroll Taxes$28,079$15,527$2,042$45,648
Occupancy$26,984$15,230$1,959$44,173
Fees for Services Management$43,468--$43,468
Other Expenses$30,724$6,647-$37,371
Travel$31,694$2,319-$34,013
Fees for Services Accounting$9,774$5,517$710$16,001
Office Expenses$13,863--$13,863
Insurance-$8,161-$8,161
Depreciation Depletion$4,522$2,553$328$7,403
Fees for Services Legal-$1,990-$1,990
Total Functional Expenses$1,318,565$466,953$38,284$1,823,802

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,893,097
Expenses per Audited Statements$1,823,802
Total Expenses per Form 990$1,823,802
Expenses Not Reported on Form 990$69,295
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Membership Dues$329,179
Unearned Revenue$178,483
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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, Page 6, Part VI, Line 7A

“The organization's members elect the board of directors.”

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

“A draft copy of form 990 is reviewed by the president/ceo and chief operating officer. Then sent to audit committee and full board prior to filing to adhere to the tax filing due date.”

Form 990, Page 6, Part VI, Line 12C

“All officers and council members are required to read and sign the organization's conflict of interest policy.”

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

“The executive committee reviews and approves the president's salary.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are located on aashl's web site. Form 990 and related financial information can be found on basecamp”

Filing and Contact Details

Filer

Filer Name
American Association for State and
EIN
39-0962197
Phone
6153203203
Address
2021 21ST AVE S SUITE 320, NASHVILLE, TN 37212

Signing Officer

Name
John Dichtl
Title
CEO & President
Phone
6153203203
Signed
2021-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Dichtl
Formed
1940
Legal Domicile
Tn
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Edmondson Betzler & Dame Pllc
Address
110 WINNERS CIRCLE N STE 102, BRENTWOOD, TN 37027-5272
Preparer
Jeffery a Betzler
Phone
6159163100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Publications: aaslh publishes numerous books that provide a source of information, ideas, and news related to history.”

Form 990, Part IX, Line 11G

“Consulting 294,798 74,997 0”

Form 990, Part XI, Line 9

“BAD DEBT EXPENSE -69,295”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“BAD DEBT EXPENSE 69,295”

Raw XML AppendixShowing 400 of 597 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/Form990PartVIISectionAGrp/TitleTxt0CEO & PRESID
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt08117
IRS990/LandBldgEquipCostOrOtherBssAmt0151214
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0670373
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01735386
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-147122
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-69295
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03889
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030575
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt053597
IRS990/OtherEmployeeBenefitsGrp/TotalAmt088061
IRS990/OtherExpensesGrp/Desc0DESIGN
IRS990/OtherExpensesGrp/Desc1EQUIP. AND SOFTWARE MAINT
IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3WEBSITE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt137006
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt239035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36647
IRS990/OtherExpensesGrp/ProgramServicesAmt043470
IRS990/OtherExpensesGrp/ProgramServicesAmt13425
IRS990/OtherExpensesGrp/ProgramServicesAmt230724
IRS990/OtherExpensesGrp/TotalAmt045555
IRS990/OtherExpensesGrp/TotalAmt140431
IRS990/OtherExpensesGrp/TotalAmt239035
IRS990/OtherExpensesGrp/TotalAmt337371
IRS990/OtherLiabilitiesGrp/BOYAmt0878906
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IRS990/OtherRevenueMiscGrp/Desc1SALES OF PUBLICATIONS
IRS990/OtherRevenueMiscGrp/Desc2SALES OF LABELS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040305
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18308
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21101
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt040305
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt18308
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt21101
IRS990/OtherRevenueTotalAmt049714
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025734
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0139670
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0290952
IRS990/OtherSalariesAndWagesGrp/TotalAmt0456356
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02042
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015527
IRS990/PayrollTaxesGrp/ProgramServicesAmt028079
IRS990/PayrollTaxesGrp/TotalAmt045648
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0JOHN DICHTL
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IRS990/ProgramServiceRevenueGrp/Desc1SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc2HISTORICAL NEWS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1219840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0486214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1219840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212957
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt012957
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVANCEMENT: AASLH MAINTAINS PROGRAMS TO INFORM THE PUBLIC ABOUT THIS ORGANIZATION. ALSO, THEY DEVELOP PROJECTS AND INITIATIVES TO ENCOURAGE THE PRESERVATION AND USE OF HISTORY.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07810
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION PROGRAMS: AASLH ORGANIZES AN ANNUAL MEETING TO PROVIDE A FORUM FOR DISCUSSIONS ON HISTORY. THE ANNUAL MEETING LOCATION VARIES EACH YEAR. ALSO, AASLH PROVIDES NUMEROUS WORKSHOPS AND SEMINARS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0678629
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0691714
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PUBLICATIONS: AASLH PUBLISHES NUMEROUS BOOKS THAT PROVIDE A SOURCE OF INFORMATION, IDEAS, AND NEWS RELATED TO HISTORY.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0813804
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt058753
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0408692

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
$2,417,160
Liabilities
$681,774
Net assets
$1,735,386
Revenue
$1,921,231
Expenses
$1,823,802
Net income
$97,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.95$2.33$2.02$1.81$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.72$2.09$1.80$1.78$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.79$2.39$1.71$1.43$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.68$1.74$1.92$1.82$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.97$1.68$1.70$1.66$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.57$1.57$1.61$1.58$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.52$1.51$1.54$1.48$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.54$1.33$1.41$1.36$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.48$1.27$1.46$1.32$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.60$1.15$1.86$1.48$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.66$0.67$1.56$1.73$0.18
2012Summary only. Only limited summary data is available for this year.$1.40$0.65$0.75$1.68$1.80$0.12
2011Summary only. Only limited summary data is available for this year.$1.39$0.44$0.95$1.47$1.88$0.41