Civic Intelligence

Life Pace Inc.

990 • Fiscal year 2017 • EIN 46-2872315

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 10, 2018

Organization ProfileWWW.LIFEPACE.ORG
5950 E 31st StTulsa, OK 74135

(918) 664-9000

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.03x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.23x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

18th percentile

-9.8%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$209,406

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

5th percentile

-18%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$1,520,685

Down $330,855 (-18%) from 2016

Net Assets

Down

-$38,971

Down $662,125 (-106%) from 2016

Liabilities

Up

$1,559,656

Up $331,270 (+27%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin18th percentile

Revenue

Up

$6,738,345

Up $2,422,961 (+56%) from 2016

Expenses

Up

$7,400,470

Up $2,092,678 (+39%) from 2016

Net Income

Up

-$662,125

Up $330,283 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2013: $1,000Liabilities 2013: $02013Assets 2014: $1,000Liabilities 2014: $02014Assets 2015: $2,032,534Liabilities 2015: $416,972Net Assets 2015: $1,615,5622015Assets 2016: $1,851,540Liabilities 2016: $1,228,386Net Assets 2016: $623,1542016Assets 2017: $1,520,685Liabilities 2017: $1,559,656Net Assets 2017: -$38,9712017Assets 2018: $1,717,737Liabilities 2018: $1,826,139Net Assets 2018: -$108,4022018Assets 2019: $2,192,846Liabilities 2019: $1,820,071Net Assets 2019: $372,7752019Assets 2020: $4,983,609Liabilities 2020: $2,247,069Net Assets 2020: $2,736,5402020Assets 2021: $6,248,678Liabilities 2021: $2,860,612Net Assets 2021: $3,388,0662021Assets 2022: $7,020,479Liabilities 2022: $3,240,527Net Assets 2022: $3,779,9522022Assets 2023: $6,980,899Liabilities 2023: $3,139,363Net Assets 2023: $3,841,5362023Assets 2024: $7,441,454Liabilities 2024: $3,783,389Net Assets 2024: $3,658,0652024

Highlighted filing

2017

Assets$1,520,685
Liabilities$1,559,656
Net Assets-$38,971
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$30M$20M$10M$0-$10MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $813,494Expenses 2015: $2,634,908Net Income 2015: -$1,821,4142015Revenue 2016: $4,315,384Expenses 2016: $5,307,792Net Income 2016: -$992,4082016Revenue 2017: $6,738,345Expenses 2017: $7,400,470Net Income 2017: -$662,1252017Revenue 2018: $10,012,756Expenses 2018: $10,082,187Net Income 2018: -$69,4312018Revenue 2019: $13,167,920Expenses 2019: $12,686,743Net Income 2019: $481,1772019Revenue 2020: $16,761,521Expenses 2020: $14,397,756Net Income 2020: $2,363,7652020Revenue 2021: $18,576,066Expenses 2021: $17,924,540Net Income 2021: $651,5262021Revenue 2022: $20,479,893Expenses 2022: $20,078,472Net Income 2022: $401,4212022Revenue 2023: $23,528,715Expenses 2023: $23,588,482Net Income 2023: -$59,7672023Revenue 2024: $25,454,913Expenses 2024: $25,846,172Net Income 2024: -$391,2592024

Highlighted filing

2017

Revenue$6,738,345
Expenses$7,400,470
Net Income-$662,125
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 10, 2018
Return Version
2017v2.3
Gross Receipts
$6,738,345
Mission and Program Overview

Mission

To provide a medical/social-based model of care and comprehensive, integrated support services for individuals 55 and over who are eligible for nursing home care but wish to remain at home.

To provide a medical/social-based model of care and comprehensive, integrated support services for individuals 55 and over who are eligible for nursing home care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,250,368$1,206,796▼ $43,572
Accounts Receivable$55,625$166,609▲ $110,984
Cash and Non-Interest-Bearing Accounts$535,634$116,726▼ $418,908
Prepaid Expenses and Deferred Charges$9,913$30,554▲ $20,641
Total Assets$1,851,540$1,520,685▼ $330,855
Liabilities
Accounts Payable and Accrued Expenses$688,414$933,904▲ $245,490
Other Liabilities$539,972$625,752▲ $85,780
Total Liabilities$1,228,386$1,559,656▲ $331,270
Net Assets / Fund Balance
Unrestricted Net Assets$623,154$-38,971▼ $662,125
Total Net Assets Fund Balance$623,154$-38,971▼ $662,125
Total Liabilities and Net Assets / Fund Balance$1,851,540$1,520,685▼ $330,855

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,037,036$69,082$1,106,118
Equipment$169,760$66,291$236,051
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura KennyPresident anPT-$209,406$209,406
Kathleen PalmerCFOPT-$119,192$119,192
Samantha BlueEmployeeFT$116,972-$116,972
Tamra MooreCOOPT-$113,586$113,586
Rebecca ReeseEmployeeFT$105,680-$105,680

Board Members and Trustees

NameTitle
Kevin BurdickPresident
Laura KennyPresident and CEO
Joe Cunningham MdDirector
Paul MullinsDirector
Rod NordstromDirector
Vanessa NealDirector
Lindsay Hurley FickSecretary
Jeanne SturgesTreasurer
Scott ShepherdVice-preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Carekinesis INCPharmacy228 STRAWBRIDGE DRIVE, Moorestown, NJ 08057$977,600
Bios CorporationHome Care309 E DEWEY AVE, Sapulpa, OK 74066$533,555
Saint Francis Health SystemHospital/er6161 SOUTH YALE, Tulsa, OK 74136$472,988
Sherwood Ths LLCNursing Home2416 W 51ST ST, Tulsa, OK 74107$314,254
Express Medical TransportersTransportation1175 S ASPEN AVE, Broken Arrow, OK 74012$305,062
Revenue and Support

Revenue Composition

Contributions and Grants
$350
Program Service Revenue
$6,737,995
Investment Income
$0
Other Revenue
$0
All Other Contributions
$350
Change in Net Assets
$-662,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,738,345
Total Revenue per Audited Statements
$6,738,345
Total Revenue per Form 990
$6,738,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,528,482
Salaries, Compensation, and Employee Benefits$1,871,988
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$788,867$812,173-$1,601,040
Fees for Services Other-$253,170-$253,170
Insurance-$236,129-$236,129
Other Employee Benefits$65,435$59,692-$125,127
Payroll Taxes$57,353$60,888-$118,241
Occupancy-$112,570-$112,570
Depreciation Depletion-$55,103-$55,103
Pension Plan Contributions$8,264$19,316-$27,580
Travel-$17,997-$17,997
Office Expenses-$16,490-$16,490
Other Expenses$156,547$8,113-$8,113
Conferences and Meetings-$7,168-$7,168
Total Functional Expenses$5,696,846$1,703,624$0$7,400,470

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,400,470
Total Expenses per Audited Statements$7,400,470
Total Expenses per Form 990$7,400,470
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
Note Payable - Life Senior Srvs.$414,245
Accounts Payable - Life Senior Srvs.$140,973
Medicare Risk Settlement Liability$70,534
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Life pace, inc. Presents the irs form 990 including significant schedules to the full board of directors prior to submission. Each member of the board of directors will receive a copy of the irs form 990 prior to submission of the form to the irs via e-mail or through the mail if e-mail is not available.”

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

“1. Any actual or possible conflicts shall be communicated to the president of the board. In the event it is the president, such information shall be communicated to the vice president. 2. Upon notification, a meeting of the executive committee shall be called to investigate the matter. The director in question shall present relevant information, but not participate in the investigation. The executive committee shall report to the board whether it believes a conflict exists and if so, whether the best interests of life pace are to proceed with the transaction or matter at issue. 3. At a regular meeting, the board shall make a final decision. The matter shall be documented in the minutes of the meeting.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Life Pace Inc
EIN
46-2872315
Phone
9186649000
Address
5950 E 31ST ST, TULSA, OK 74135

Signing Officer

Name
Laura Kenny
Title
President and CEO
Phone
9186649000
Signed
2018-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Kenny
Formed
2013
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
8
Employees
37

Preparer

Firm
HEATHERINGTON & FIELDS CPA'S
Address
8905 S YALE AVE STE 200, TULSA, OK 74137-3557
Preparer
James Wheatheringtoncpa
Phone
9184961212
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT AN
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10COO
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYEE
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IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt060888
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IRS990/PayrollTaxesGrp/TotalAmt0118241
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt019316
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08264
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IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc2OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3OTHER CLIENT FEES
IRS990/ProgramServiceRevenueGrp/Desc4PRIVATE PAY
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13009020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2134656
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt368592
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2134656
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt368592
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt421414
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0500000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt03779673
IRS990/PYProgramServiceRevenueAmt03815384
IRS990/PYRevenuesLessExpensesAmt0-992408
IRS990/PYSalariesCompEmpBnftPaidAmt01528119
IRS990/PYTotalExpensesAmt05307792
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-662125
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0500000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06737995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03815384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0813494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011366873
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt09598647
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0608386
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01146630
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0513560
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02268576
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0608386
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01146630
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0513560
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02268576
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06738345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04315384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0813494
IRS990ScheduleA/Total509Grp/TotalAmt011867223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06738345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04315384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0813494
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011867223
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0169760
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066291
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0236051
IRS990ScheduleD/ExpensesSubtotalAmt07400470
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01037036
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt069082
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01106118
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0414245
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1140973
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt270534
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE - LIFE SENIOR SRVS.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCOUNTS PAYABLE - LIFE SENIOR SRVS.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MEDICARE RISK SETTLEMENT LIABILITY
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt01206796
IRS990ScheduleD/TotalExpensesPerForm990Amt07400470
IRS990ScheduleD/TotalLiabilityAmt0625752
IRS990ScheduleD/TotalRevenuePerForm990Amt06738345
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06738345
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07400470
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0200000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt09406
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LAURA KENNY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0209406
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO SHALL HAVE AN ANNUAL PERFORMANCE EVALUATION PERFORMED BY THE EXECUTIVE COMMITTEE, WHICH SHALL FUNCTION AS THE PERFORMANCE EVALUATION COMMITTEE. THE EVALUATION WILL COVER THREE CRITERIA: (1) PERFORMANCE GOALS, (2) POSITION RESPONSIBILITIES, AND (3) SUMMARY OF OVERALL PERFORMANCE INCLUDING SIGNIFICANT ACCOMPLISHMENTS AND IDENTIFICATION OF AREAS THAT NEED FURTHER DEVELOPMENT. THE EXECUTIVE COMMITTEE IS ALSO RESPONSIBLE FOR ESTABLISHING THE SALARY AND BENEFITS FOR THE CEO. THE COMMITTEE SHALL CONSULT WITH WHATEVER SOURCES IT DEEMS NECESSARY TO ESTABLISH THE COMPENSATION AND BENEFITS. ANY OUTSIDE SOURCES USED SHALL BE DOCUMENTED IN THE MINUTES. ALL CEO COMPENSATION AND BENEFITS SHALL BE EVALUATED ANNUALLY.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,520,685
Liabilities
$1,559,656
Net assets
-$38,971
Revenue
$6,738,345
Expenses
$7,400,470
Net income
-$662,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.44$3.78$3.66$25.5$25.8$0.39
2023Detailed filing. Detailed filing data is available for this year.$6.98$3.14$3.84$23.5$23.6$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.02$3.24$3.78$20.5$20.1$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.25$2.86$3.39$18.6$17.9$0.65
2020Detailed filing. Detailed filing data is available for this year.$4.98$2.25$2.74$16.8$14.4$2.36
2019Detailed filing. Detailed filing data is available for this year.$2.19$1.82$0.37$13.2$12.7$0.48
2018Detailed filing. Detailed filing data is available for this year.$1.72$1.83$0.11$10.0$10.1$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.52$1.56$0.04$6.74$7.40$0.66
2016Detailed filing. Detailed filing data is available for this year.$1.85$1.23$0.62$4.32$5.31$0.99
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.42$1.62$0.81$2.63$1.82
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00