Civic Intelligence

Independant School Data Exchange Inc.

990 • Fiscal year 2017 • EIN 45-5300380

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileWWW.INDEXGROUPS.ORG
PO Box 476Belmont, MA 02478

(617) 413-8382

Siviq Scores

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

Liabilities / Assets

66th percentile

0.23x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.56x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$250,617

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-53%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$1,737,142

Up $457,346 (+36%) from 2016

Net Assets

Up

$1,333,723

Up $110,846 (+9.1%) from 2016

Liabilities

Up

$403,419

Up $346,500 (+609%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin73rd percentile

Revenue

Down

$723,560

Down $826,275 (-53%) from 2016

Expenses

Down

$612,714

Down $246,219 (-29%) from 2016

Net Income

Down

$110,846

Down $580,056 (-84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $405,689Liabilities 2012: $389,002Net Assets 2012: $16,6872012Assets 2013: $883,191Liabilities 2013: $721,011Net Assets 2013: $162,1802013Assets 2014: $709,861Liabilities 2014: $373,700Net Assets 2014: $336,1612014Assets 2015: $698,529Liabilities 2015: $166,554Net Assets 2015: $531,9752015Assets 2016: $1,279,796Liabilities 2016: $56,919Net Assets 2016: $1,222,8772016Assets 2017: $1,737,142Liabilities 2017: $403,419Net Assets 2017: $1,333,7232017Assets 2018: $2,060,224Liabilities 2018: $617,033Net Assets 2018: $1,443,1912018Assets 2019: $1,598,392Liabilities 2019: $79,600Net Assets 2019: $1,518,7922019Assets 2020: $1,781,989Liabilities 2020: $184,865Net Assets 2020: $1,597,1242020Assets 2021: $1,984,664Liabilities 2021: $252,167Net Assets 2021: $1,732,4972021Assets 2022: $1,822,934Liabilities 2022: $62,072Net Assets 2022: $1,760,8622022Assets 2023: $2,091,521Liabilities 2023: $345,077Net Assets 2023: $1,746,4442023Assets 2024: $1,952,776Liabilities 2024: $181,607Net Assets 2024: $1,771,1692024Assets 2025: $2,034,036Liabilities 2025: $151,076Net Assets 2025: $1,882,9602025

Highlighted filing

2017

Assets$1,737,142
Liabilities$403,419
Net Assets$1,333,723
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $17,850Expenses 2012: $1,163Net Income 2012: $16,6872012Revenue 2013: $563,580Expenses 2013: $418,087Net Income 2013: $145,4932013Revenue 2014: $704,278Expenses 2014: $530,297Net Income 2014: $173,9812014Revenue 2015: $832,868Expenses 2015: $637,054Net Income 2015: $195,8142015Revenue 2016: $1,549,835Expenses 2016: $858,933Net Income 2016: $690,9022016Revenue 2017: $723,560Expenses 2017: $612,714Net Income 2017: $110,8462017Revenue 2018: $860,849Expenses 2018: $751,381Net Income 2018: $109,4682018Revenue 2019: $904,784Expenses 2019: $829,183Net Income 2019: $75,6012019Revenue 2020: $942,124Expenses 2020: $863,792Net Income 2020: $78,3322020Revenue 2021: $915,921Expenses 2021: $780,548Net Income 2021: $135,3732021Revenue 2022: $1,073,493Expenses 2022: $1,045,128Net Income 2022: $28,3652022Revenue 2023: $1,165,121Expenses 2023: $1,179,539Net Income 2023: -$14,4182023Revenue 2024: $1,515,481Expenses 2024: $1,490,756Net Income 2024: $24,7252024Revenue 2025: $1,391,109Expenses 2025: $1,279,318Net Income 2025: $111,7912025

Highlighted filing

2017

Revenue$723,560
Expenses$612,714
Net Income$110,846
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$723,560
Mission and Program Overview

Mission

The mission is the collection and analysis of data relating to independent schools and the preparation and distribution of surveys and reports to such schools, relating to such data.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,222,877$1,333,723▲ $110,846
Cash and Non-Interest-Bearing Accounts$736,007$1,277,364▲ $541,357
Intangible Assets$431,287$446,064▲ $14,777
Other Notes and Loans Receivable, Net$100,000--
Prepaid Expenses and Deferred Charges$10,930$13,714▲ $2,784
Accounts Receivable$1,074--
Land, Buildings, and Equipment, Net$498$0▼ $498
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,279,796$1,737,142▲ $457,346
Liabilities
Deferred Revenue-$352,000-
Accounts Payable and Accrued Expenses$42,503$37,003▼ $5,500
Other Liabilities$14,416$14,416→ $0
Total Liabilities$56,919$403,419▲ $346,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,222,877$1,333,723▲ $110,846
Total Liabilities and Net Assets / Fund Balance$1,279,796$1,737,142▲ $457,346

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$3,883$3,883
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Mason PullmanExecutive DirectorFT$207,000$43,617$250,617

Board Members and Trustees

NameTitle
John WatersBoard Chair
Ward GhoryVice Chair
Ann Marie TidonaDirector/board Member
Chuck BaldecchiDirector/board Member
Donna PacchioniDirector/board Member
Lisa LyleDirector/board Member
Melissa OrthDirector/board Member
Percy AbramDirector/board Member
Tj LockeDirector/board Member
Cindy StadulisSecretary
Kathy JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$722,082
Investment Income
$1,478
Other Revenue
$0
Change in Net Assets
$110,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$308,372
Salaries, Compensation, and Employee Benefits$304,342
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$207,000--$207,000
Depreciation Depletion$120,511--$120,511
Travel$90,724--$90,724
Information Technology$60,679--$60,679
Other Salaries and Wages$39,360--$39,360
Other Employee Benefits$24,187--$24,187
Pension Plan Contributions$19,430--$19,430
Payroll Taxes$14,365--$14,365
Fees for Services Other-$9,624-$9,624
Fees for Services Accounting-$8,400-$8,400
Office Expenses-$5,761-$5,761
Occupancy-$4,252-$4,252
Insurance-$2,916-$2,916
Other Expenses-$781-$781
Total Functional Expenses$576,256$36,458$0$612,714
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
Accrued Expenses$14,416
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form was available upon request and the executive director and treasurer will review the form 990 before filing.”

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

“We distribute the conflict of interest forms annually at our board of directors meeting which the directors complete and return.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Independent School Data Exchange Inc
EIN
45-5300380
Phone
6174138382
Address
PO BOX 476, BELMONT, MA 02478

Signing Officer

Name
Lisa Mason Pullman
Title
Executive Director
Phone
6174138382
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Mason Pullman
Formed
2012
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
0

Preparer

Firm
Luca Deblasio & Co Inc
Address
1 PRESIDENTIAL WAY SUITE 103, WOBURN, MA 01801
Preparer
Thomas E Deblasio
Phone
7819334114
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0500000
IRS990/PYOtherExpensesAmt0575146
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01049835
IRS990/PYRevenuesLessExpensesAmt0690902
IRS990/PYSalariesCompEmpBnftPaidAmt0283787
IRS990/PYTotalExpensesAmt0858933
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01549835
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0110846
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0722082
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01222877
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01333723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0722082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01049835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0832868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0704278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0580434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03889497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01478
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01478
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03889497
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0722082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01049835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0832868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0704278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0580434
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03889497
IRS990ScheduleA/TotalSupportAmt03890975
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03883
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014416
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt014416
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0207000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt019430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt024187
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA MASON PULLMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0250617
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM WAS AVAILABLE UPON REQUEST AND THE EXECUTIVE DIRECTOR AND TREASURER WILL REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE DISTRIBUTE THE CONFLICT OF INTEREST FORMS ANNUALLY AT OUR BOARD OF DIRECTORS MEETING WHICH THE DIRECTORS COMPLETE AND RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01279796
IRS990/TotalAssetsEOYAmt01737142
IRS990/TotalAssetsGrp/BOYAmt01279796
IRS990/TotalAssetsGrp/EOYAmt01737142
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036458
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0576256
IRS990/TotalFunctionalExpensesGrp/TotalAmt0612714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056919
IRS990/TotalLiabilitiesEOYAmt0403419
IRS990/TotalLiabilitiesGrp/BOYAmt056919
IRS990/TotalLiabilitiesGrp/EOYAmt0403419
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01222877
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01333723
IRS990/TotalOtherCompensationAmt043617
IRS990/TotalOtherProgSrvcExpenseAmt0576256
IRS990/TotalProgramServiceExpensesAmt0576256
IRS990/TotalProgramServiceRevenueAmt0722082
IRS990/TotalReportableCompFromOrgAmt0207000
IRS990/TotalRevenueGrp/ExclusionAmt01478
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0722082
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0723560
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01279796
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01737142
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt090724
IRS990/TravelGrp/TotalAmt090724
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 476
IRS990/USAddress/CityNm0BELMONT
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002478
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.INDEXGROUPS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MASON PULLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,737,142
Liabilities
$403,419
Net assets
$1,333,723
Revenue
$723,560
Expenses
$612,714
Net income
$110,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.03$0.15$1.88$1.39$1.28$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.18$1.77$1.52$1.49$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.35$1.75$1.17$1.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.06$1.76$1.07$1.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.25$1.73$0.92$0.78$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.18$1.60$0.94$0.86$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.08$1.52$0.90$0.83$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.62$1.44$0.86$0.75$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.40$1.33$0.72$0.61$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.06$1.22$1.55$0.86$0.69
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.17$0.53$0.83$0.64$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.37$0.34$0.70$0.53$0.17
2013Summary only. Only limited summary data is available for this year.$0.88$0.72$0.16$0.56$0.42$0.15
2012Summary only. Only limited summary data is available for this year.$0.41$0.39$0.02$0.02$0.00$0.02