Civic Intelligence

Barton Academy Foundation

990 • Fiscal year 2019 • EIN 46-0858069

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 26, 2021

Organization ProfileWWW.BARTONACADEMY.ORG
PO Box 571Mobile, AL 36601

(251) 434-8498

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.09x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.32x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

92nd percentile

61%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$3,340,416

Up $1,271,541 (+61%) from 2018

Net Assets

Up

$3,023,951

Up $955,076 (+46%) from 2018

Liabilities

Up

$316,465

Up $316,465 from 2018

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin99th percentile

Revenue

Down

$985,083

Down $192,898 (-16%) from 2018

Expenses

Down

$1,854

Down $97,293 (-98%) from 2018

Net Income

Down

$983,229

Down $95,605 (-8.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15M$10M$5.0M$0Assets 2012: $28Liabilities 2012: $02012Assets 2013: $4,878Liabilities 2013: $0Net Assets 2013: $4,8782013Assets 2014: $315,050Liabilities 2014: $3,953Net Assets 2014: $311,0972014Assets 2015: $341,345Liabilities 2015: $0Net Assets 2015: $341,3452015Assets 2016: $1,007,705Liabilities 2016: $0Net Assets 2016: $1,007,7052016Assets 2017: $990,040Liabilities 2017: $0Net Assets 2017: $990,0402017Assets 2018: $2,068,875Liabilities 2018: $0Net Assets 2018: $2,068,8752018Assets 2019: $3,340,416Liabilities 2019: $316,465Net Assets 2019: $3,023,9512019Assets 2020: $10,202,968Liabilities 2020: $3,080,447Net Assets 2020: $7,122,5212020Assets 2021: $9,655,267Liabilities 2021: $2,879,509Net Assets 2021: $6,775,7582021Assets 2022: $11,202,408Liabilities 2022: $1,604,349Net Assets 2022: $9,598,0592022Assets 2023: $11,304,366Liabilities 2023: $2,556,365Net Assets 2023: $8,748,0012023Assets 2024: $11,340,753Liabilities 2024: $3,043,123Net Assets 2024: $8,297,6302024

Highlighted filing

2019

Assets$3,340,416
Liabilities$316,465
Net Assets$3,023,951
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $100Expenses 2012: $72Net Income 2012: $282012Revenue 2013: $5,792Expenses 2013: $942Net Income 2013: $4,8502013Revenue 2014: $330,267Expenses 2014: $24,252Net Income 2014: $306,0152014Revenue 2015: $59,810Expenses 2015: $29,562Net Income 2015: $30,2482015Revenue 2016: $833,664Expenses 2016: $167,304Net Income 2016: $666,3602016Revenue 2017: $51,165Expenses 2017: $68,829Net Income 2017: -$17,6642017Revenue 2018: $1,177,981Expenses 2018: $99,147Net Income 2018: $1,078,8342018Revenue 2019: $985,083Expenses 2019: $1,854Net Income 2019: $983,2292019Revenue 2020: $4,047,695Expenses 2020: $242,030Net Income 2020: $3,805,6652020Revenue 2021: $240,217Expenses 2021: $586,980Net Income 2021: -$346,7632021Revenue 2022: $2,564,221Expenses 2022: $416,920Net Income 2022: $2,147,3012022Revenue 2023: $171,723Expenses 2023: $91,568Net Income 2023: $80,1552023Revenue 2024: $177,340Expenses 2024: $105,330Net Income 2024: $72,0102024

Highlighted filing

2019

Revenue$985,083
Expenses$1,854
Net Income$983,229
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 26, 2021
Return Version
2019v5.2
Gross Receipts
$985,083
Mission and Program Overview

Mission

Barton Academy Restoration

To assist the mobile county public school system in the preservation and restoration of barton academy and the surrounding campus, and to encourage the continued use as a facility dedicated to its historic educational mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,086,831$1,345,387▲ $258,556
Land, Buildings, and Equipment, Net$183,547$789,200▲ $605,653
Savings and Temporary Cash Investments-$421,105-
Pledges and Grants Receivable$461,808$411,574▼ $50,234
Prepaid Expenses and Deferred Charges-$75,000-
Inventories for Sale or Use$20,730--
Total Assets$2,068,875$3,340,416▲ $1,271,541
Other Assets Total$315,959$298,150▼ $17,809
Liabilities
Accounts Payable and Accrued Expenses-$259,582-
Other Liabilities$0$56,883▲ $56,883
Total Liabilities$0$316,465▲ $316,465
Net Assets / Fund Balance
Net Assets With Donor Restrictions$472,046$3,023,951▲ $2,551,905
Net Assets Without Donor Restrictions$1,596,829$0▼ $1,596,829
Total Net Assets Fund Balance$2,068,875$3,023,951▲ $955,076
Total Liabilities and Net Assets / Fund Balance$2,068,875$3,340,416▲ $1,271,541

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$789,200-$789,200
Other Assets Org$298,150--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Elizabeth P StevensPresident
John S Rutherford JrFirst Vice-president
Chresal D ThreadgillBoard Member
Dr Carolyn Lee TaylorBoard Member
Geri MoultonBoard Member
Irvin GrodskyBoard Member
Jaime BetbezeBoard Member
John D PeeblesBoard Member
Karen Outlaw AtchinsonBoard Member
Martha PeekBoard Member
Nicholas H HolmesBoard Member
R Allan GustinBoard Member
Raymond L Bell JrBoard Member
Stephen CarterBoard Member
Denise BrowningSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$930,221
Program Service Revenue
$0
Investment Income
$54,862
Other Revenue
$0
All Other Contributions
$930,221
Change in Net Assets
$983,229

Audited Revenue Reconciliation

Revenue per Audited Statements
$985,083
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$985,083
Total Revenue per Form 990
$985,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,854
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$-240--$-240
Total Functional Expenses$1,854$0$0$1,854

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,854
Total Expenses per Audited Statements$1,854
Total Expenses per Form 990$1,854
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Unamortized Discounts$56,883
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
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

“Board members review at board meeting with subsequent approval”

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

“Review and updates at board meetings”

Form 990, Part VI, Section C, Line 19

“Upon request, governing documents, conflict of interest policy and financial statements will be made available.”

Filing and Contact Details

Filer

Filer Name
Barton Academy Foundation
EIN
46-0858069
Phone
2514348498
Address
PO BOX 571, MOBILE, AL 36601

Signing Officer

Name
Elizabeth Stevens
Title
President
Phone
2514348498
Signed
2021-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Stevens
Formed
2013
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Sheldon Rogers & Bryan Pc
Address
PO BOX 70226, MOBILE, AL 36670
Preparer
John J Sheldon CPA
Phone
2513451251
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior period adjustment -28,153.”

Form 990, Part XII, Line 2C

“As in past years, the executive committee assumes responsibility for oversight of the audit of financial statements and selection of an independent accountant.”

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IRS990/PYInvestmentIncomeAmt03474
IRS990/PYOtherExpensesAmt099147
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01078834
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt099147
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01177981
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0983229
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0421105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0942721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01174507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0833345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03060763
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0319
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016322
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99470
IRS990ScheduleA/PublicSupportPY170Pct00.99810
IRS990ScheduleA/PublicSupportTotal170Amt03060763
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0942721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01174507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0833345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059810
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03060763
IRS990ScheduleA/TotalSupportAmt03077085
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01854
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0298150
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0A/R PLEDGES - NON CURRENT PORTION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0789200
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0789200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt056883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNAMORTIZED DISCOUNTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0985083
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0789200
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0298150
IRS990ScheduleD/TotalExpensesPerForm990Amt01854
IRS990ScheduleD/TotalLiabilityAmt056883
IRS990ScheduleD/TotalRevenuePerForm990Amt0985083
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0985083
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01854
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW AT BOARD MEETING WITH SUBSEQUENT APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW AND UPDATES AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT -28,153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS IN PAST YEARS, THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02068875
IRS990/TotalAssetsEOYAmt03340416
IRS990/TotalAssetsGrp/BOYAmt02068875
IRS990/TotalAssetsGrp/EOYAmt03340416
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0930221
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01854
IRS990/TotalFunctionalExpensesGrp/TotalAmt01854
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0316465
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0316465
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02068875
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03023951
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01854
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054862
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0985083
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02068875
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03340416
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 571
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036601
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.BARTONACADEMY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02514348498
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTON ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0460858069
ReturnHeader/Filer/PhoneNum02514348498
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 571
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036601

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,340,416
Liabilities
$316,465
Net assets
$3,023,951
Revenue
$985,083
Expenses
$1,854
Net income
$983,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$3.04$8.30$0.18$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$11.3$2.56$8.75$0.17$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$11.2$1.60$9.60$2.56$0.42$2.15
2021Detailed filing. Detailed filing data is available for this year.$9.66$2.88$6.78$0.24$0.59$0.35
2020Detailed filing. Detailed filing data is available for this year.$10.2$3.08$7.12$4.05$0.24$3.81
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.32$3.02$0.99$0.00$0.98
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.18$0.10$1.08
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.83$0.17$0.67
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.31$0.33$0.02$0.31
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00