Civic Intelligence

California Technical Assistance Center on Positive Behavioral Interventions

990 • Fiscal year 2018 • EIN 45-2848288

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

60935 Living Stone DrLA Quinta, CA 92253

(949) 933-5015

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

38th percentile

-0.5%

Higher net margin than 38% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

94th percentile

$157,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$167,777

Down $2,927 (-1.7%) from 2017

Net Assets

Down

$167,777

Down $2,927 (-1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$537,574

Up $99,282 (+23%) from 2017

Expenses

Up

$540,501

Up $139,918 (+35%) from 2017

Net Income

Down

-$2,927

Down $40,636 (-108%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $33,309Liabilities 2011: $2,0002011Assets 2012: $24,413Liabilities 2012: $02012Assets 2013: $134,921Liabilities 2013: $2,439Net Assets 2013: $132,4822013Assets 2014: $101,968Liabilities 2014: $2,438Net Assets 2014: $99,5302014Assets 2015: $41,463Liabilities 2015: $0Net Assets 2015: $41,4632015Assets 2016: $132,995Liabilities 2016: $0Net Assets 2016: $132,9952016Assets 2017: $170,704Liabilities 2017: $0Net Assets 2017: $170,7042017Assets 2018: $167,777Liabilities 2018: $0Net Assets 2018: $167,7772018Assets 2019: $256,488Liabilities 2019: $0Net Assets 2019: $256,4882019Assets 2020: $241,410Liabilities 2020: $0Net Assets 2020: $241,4102020Assets 2021: $110,174Liabilities 2021: $21,615Net Assets 2021: $88,5592021Assets 2022: $65,727Liabilities 2022: $0Net Assets 2022: $65,7272022Assets 2023: $6,138Liabilities 2023: $84Net Assets 2023: $6,0542023Assets 2024: $41,196Liabilities 2024: $160Net Assets 2024: $41,0362024

Highlighted filing

2018

Assets$167,777
Liabilities$0
Net Assets$167,777

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $67,852Expenses 2011: $36,543Net Income 2011: $31,3092011Revenue 2012: $103,700Expenses 2012: $110,596Net Income 2012: -$6,8962012Revenue 2013: $291,958Expenses 2013: $183,889Net Income 2013: $108,0692013Revenue 2014: $188,451Expenses 2014: $221,405Net Income 2014: -$32,9542014Revenue 2015: $194,654Expenses 2015: $252,721Net Income 2015: -$58,0672015Revenue 2016: $359,413Expenses 2016: $267,883Net Income 2016: $91,5302016Revenue 2017: $438,292Expenses 2017: $400,583Net Income 2017: $37,7092017Revenue 2018: $537,574Expenses 2018: $540,501Net Income 2018: -$2,9272018Revenue 2019: $633,742Expenses 2019: $545,031Net Income 2019: $88,7112019Revenue 2020: $405,997Expenses 2020: $421,075Net Income 2020: -$15,0782020Revenue 2021: $180,941Expenses 2021: $333,792Net Income 2021: -$152,8512021Revenue 2022: $162,729Expenses 2022: $185,562Net Income 2022: -$22,8332022Revenue 2023: $131,503Expenses 2023: $191,176Net Income 2023: -$59,6732023Revenue 2024: $175,447Expenses 2024: $140,465Net Income 2024: $34,9822024

Highlighted filing

2018

Revenue$537,574
Expenses$540,501
Net Income-$2,927
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$537,574
Mission and Program Overview

Mission

School reform and systemic change are at the core of our mission. Our work is building the internal capacity of educational organizations and individuals to implement positive behavioral interventions and supports (pbis) within a multi-tiered system of support through professional development activities, differentiated technical assistance and artful leadership. School districts are encouraged to assess and develop the internal and external structures required to implement and sustain evidence based innovations, initiatives and programs. Expert school-based pbis teams participate in on-going professional development and coaching targeting the evidence-based essential skills and elements required for establishing positive educational environments enhancing the academic, social and behavioral success for all students. Eliminating bullying, aggression, defiance and disruption while increasing respectful, responsible, and safe behaviors as well as increasing attendance and graduation rates

To develop, disseminate and apply the constructs of positive behavioral interventions and supports for students, teachers, communities and educational systems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$153,227$163,073▲ $9,846
Rtn Earn Endowment Incm Other Fnds$129,239$126,312▼ $2,927
Intangible Assets$3,078$2,726▼ $352
Land, Buildings, and Equipment, Net$3,339$1,918▼ $1,421
Savings and Temporary Cash Investments$11,060$60▼ $11,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$170,704$167,777▼ $2,927
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$170,704$167,777▼ $2,927
Total Liabilities and Net Assets / Fund Balance$170,704$167,777▼ $2,927

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,918$22,712$24,630
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara KelleyPresident & CEOFT$157,000$157,000
Kathryn StaufferCFO/treasurerPT$50,670$50,670
Cristy ClouseVice PresidentPT$41,667$41,667

Board Members and Trustees

NameTitle
Bob BertolliBoard Member
Fran AntenoreBoard Member
Jacob OlsenBoard Member
Rachel ScottonBoard Member
Edward KelleySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$537,574
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-2,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$293,184
Other Expenses$247,317
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$201,075$48,262-$249,337
Travel$81,353$19,526-$100,879
Payroll Taxes$24,921$5,982-$30,903
Other Salaries and Wages$10,439$2,505-$12,944
Fees for Services Accounting-$9,794-$9,794
Information Technology$7,006$1,682-$8,688
Advertising$6,864$1,648-$8,512
Insurance$5,859$1,406-$7,265
Office Expenses$4,001$960-$4,961
Fees for Services Other$2,360$567-$2,927
Other Expenses$5,010$1,911-$1,911
Depreciation Depletion$1,430$343-$1,773
Total Functional Expenses$435,174$105,327$0$540,501
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Part VI, Section A, Line 2

Barbara kelley and edward kelley are married.

Form 990, Part VI, Section A, Line 7A

The board of directors may fill vacancies on the board by majority vote of directors in office.

Form 990, Part VI, Section B, Line 11B

The organization's board members review the 990 prior to submission.

Form 990, Part VI, Section B, Line 12C

The board discusses and resolves any potential conflicts at board meetings.

Form 990, Part VI, Section C, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
California Technical Assistance Center
EIN
45-2848288
Phone
9499335015
Address
60935 LIVING STONE DR, LA QUINTA, CA 92253

Signing Officer

Name
Barbara Kelley
Title
CEO
Phone
9499335015
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Kelley
Formed
2011
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
4
Volunteers
12

Preparer

Firm
Raimondo Pettit Group
Address
21515 HAWTHORNE BL 1250, TORRANCE, CA 90503-6583
Preparer
Erin S Fukuto CPA
Phone
3105405990
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01718366
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0537572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0438288
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0359411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0194654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0188441
IRS990ScheduleA/Total509Grp/TotalAmt01718366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0537572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0438292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0359413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0194654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0188451
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01718382
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01918
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022712
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024630
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01918
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0157000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BARBARA KELLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION COMMITTEE (SUB-COMMITTEE OF THE BOARD) ESTABLISHED PROCESS FOR COMPENSATION BY RESEARCHING OTHER SIMILAR ORGANIZATIONS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BARBARA KELLEY AND EDWARD KELLEY ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MAY FILL VACANCIES ON THE BOARD BY MAJORITY VOTE OF DIRECTORS IN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD MEMBERS REVIEW THE 990 PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DISCUSSES AND RESOLVES ANY POTENTIAL CONFLICTS AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0170704
IRS990/TotalAssetsEOYAmt0167777
IRS990/TotalAssetsGrp/BOYAmt0170704
IRS990/TotalAssetsGrp/EOYAmt0167777
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0105327
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0435174
IRS990/TotalFunctionalExpensesGrp/TotalAmt0540501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0170704
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0167777
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0435174
IRS990/TotalProgramServiceRevenueAmt0537574
IRS990/TotalReportableCompFromOrgAmt0249337
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0537574
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0537574
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0170704
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0167777
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt019526
IRS990/TravelGrp/ProgramServicesAmt081353
IRS990/TravelGrp/TotalAmt0100879
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060935 LIVING STONE DR
IRS990/USAddress/CityNm0LA QUINTA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092253
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://WWW.PBISCALTAC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09499335015
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA TECHNICAL ASSISTANCE CENTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ON POSITIVE BEHAVIORAL INTERVENTIONS
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0452848288
ReturnHeader/Filer/PhoneNum09499335015
ReturnHeader/Filer/USAddress/AddressLine1Txt060935 LIVING STONE DR
ReturnHeader/Filer/USAddress/CityNm0LA QUINTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$1.75$1.40$0.35
2023Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$1.32$1.91$0.60
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$1.63$1.86$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.22$0.89$1.81$3.34$1.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$4.06$4.21$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$6.34$5.45$0.89
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$5.38$5.41$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$4.38$4.01$0.38
2016Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$3.59$2.68$0.92
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.95$2.53$0.58
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$1.88$2.21$0.33
2013Summary only. Only limited summary data is available for this year.$1.35$0.02$1.32$2.92$1.84$1.08
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$1.04$1.11$0.07
2011Summary only. Only limited summary data is available for this year.$0.33$0.02$0.68$0.37$0.31