Civic Intelligence

Kansas Wesleyan University Foundation

990 • Fiscal year 2019 • EIN 48-1032245

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 23, 2020

Organization ProfileWWW.KWU.EDU
100 E Claflin AveSalina, KS 67401

(785) 827-5541

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.24x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

4th percentile

-77%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

66th percentile

$230,786

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 36.4% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

44th percentile

2.1%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-3.6%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$18,075,312

Up $370,810 (+2.1%) from 2018

Net Assets

Up

$17,925,140

Up $234,025 (+1.3%) from 2018

Liabilities

Up

$150,172

Up $136,785 (+1022%) from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin4th percentile

Revenue

Down

$633,687

Down $23,445 (-3.6%) from 2018

Expenses

Up

$1,119,145

Up $260,350 (+30%) from 2018

Net Income

Down

-$485,458

Down $283,795 (-141%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$30M$20M$10M$0Assets 2018: $17,704,502Liabilities 2018: $13,387Net Assets 2018: $17,691,1152018Assets 2019: $18,075,312Liabilities 2019: $150,172Net Assets 2019: $17,925,1402019Assets 2020: $17,922,175Liabilities 2020: $318,521Net Assets 2020: $17,603,6542020Assets 2021: $27,430,134Liabilities 2021: $550,436Net Assets 2021: $26,879,6982021Assets 2022: $23,691,090Liabilities 2022: $0Net Assets 2022: $23,691,0902022Assets 2023: $26,343,105Liabilities 2023: $63,746Net Assets 2023: $26,279,3592023Assets 2024: $29,729,096Liabilities 2024: $205,256Net Assets 2024: $29,523,8402024

Highlighted filing

2019

Assets$18,075,312
Liabilities$150,172
Net Assets$17,925,140
Open 2019 Filing

Operations Trend

Revenue Growth29th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $657,132Expenses 2018: $858,795Net Income 2018: -$201,6632018Revenue 2019: $633,687Expenses 2019: $1,119,145Net Income 2019: -$485,4582019Revenue 2020: $976,113Expenses 2020: $1,617,802Net Income 2020: -$641,6892020Revenue 2021: $5,667,770Expenses 2021: $1,423,672Net Income 2021: $4,244,0982021Revenue 2022: $3,211,499Expenses 2022: $1,686,119Net Income 2022: $1,525,3802022Revenue 2023: $2,042,777Expenses 2023: $1,266,792Net Income 2023: $775,9852023Revenue 2024: $2,041,643Expenses 2024: $1,181,319Net Income 2024: $860,3242024

Highlighted filing

2019

Revenue$633,687
Expenses$1,119,145
Net Income-$485,458
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 23, 2020
Return Version
2018v3.3
Gross Receipts
$633,687
Mission and Program Overview

Mission

The foundation is organized to secure gifts of money or other property in efforts of advancing education and/or research; therefore, providing assistance in furthering the mission of kansas wesleyan university.

The foundation's mission is to secure gifts of money or property to advance the educational mission of kansas wesleyan university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$17,237,558$17,543,834▲ $306,276
Cash and Non-Interest-Bearing Accounts$181,858$244,643▲ $62,785
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$17,704,502$18,075,312▲ $370,810
Other Assets Total$285,086$286,835▲ $1,749
Liabilities
Other Liabilities$13,387$150,172▲ $136,785
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$13,387$150,172▲ $136,785
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,345,867$13,786,408▼ $559,459
Temporarily Rstr Net Assets$3,345,248$4,138,732▲ $793,484
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$17,691,115$17,925,140▲ $234,025
Total Liabilities and Net Assets / Fund Balance$17,704,502$18,075,312▲ $370,810

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$17,543,834--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$30,878,936$295,618▲ $1,327,101$1,308,698$31,192,957
2017$30,497,431$331,006▲ $842,375$791,876$30,878,936
2016$29,051,759$307,650▲ $2,191,656$1,053,634$30,497,431
2015$30,257,706$307,379▼ $388,789$1,124,537$29,051,759
2014$30,869,959$1,244,235▲ $570,393$2,426,881$30,257,706
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Dr Melanie OvertonAdminstrator and VPAA, KWUPT$119,969$119,969
Jan ShirkSecretaryPT$45,572$45,572
Rhonda N BetheCFO, KwuPT$31,782$31,782

Board Members and Trustees

NameTitle
Ken EbertChair
Emily May RichardsChair, KWU BOARD OF TRUSTEES
Dr Matthew Thompsonpresident and CEO, kwu
Bob MyerDirector
Dennis BerndtDirector
Frank NortonDirector
Joyce GortonDirector
Steve ScofieldDirector
Theresa KeppleDirector
Karen TumlinsonCFO, Kwu
Revenue and Support

Revenue Composition

Contributions and Grants
$284,330
Program Service Revenue
$0
Investment Income
$349,357
Other Revenue
$0
All Other Contributions
$284,330
Change in Net Assets
$-485,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$979,007
Other Expenses$140,138
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$979,007--$979,007
Fees for Service Investment Mgmnt Fees-$79,738-$79,738
Fees for Services Management-$60,000-$60,000
All Other Expenses-$400-$400
Total Functional Expenses$979,007$140,138$0$1,119,145
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kansas Wesleyan UniversitySalina, KS501(c)(3)Program Support$979,007
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payables$150,172
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

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

“An independent accounting firm prepares and reviews the form 990. The 990 is then reviewed by the cfo and the organization's designated committee to the board of trustees. Any questions or concerns the ceo and the committee have are addressed and any corrections or clarifications are made. The final form 990 with all required schedules is then provided to all voting members of the board prior to filing the 990 with the irs. Form 990, part vi, section b, line 12c officers and members of the board of trustees are required to affirm and update a conflict of interest form annually. Trustees and officers disclose any relationships that could be construed to affect their independent, unbiased judgment. Should a conflict of interest be declared, the trustee or officer having the conflict shall refrain from participating in consideration of the transaction giving rise to the conflict and refrain from voting on the same. No conflicts have been indicated that required review.”

Filing and Contact Details

Filer

Filer Name
The Kansas Wesleyan University Foundation
EIN
48-1032245
In Care Of
% RHONDA BETHE
Phone
7858275541
Address
100 E CLAFLIN AVE, SALINA, KS 67401

Signing Officer

Name
Rhonda Bethe
Title
CFO
Phone
7858275541
Signed
2020-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhonda N Bethe
Formed
1987
Legal Domicile
Ks
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bkd Llp
Address
1551 N WATERFRONT PKWY STE 300, WICHITA, KS 67206-6601
Preparer
Shawnell Linot
Phone
3162652811
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“THE FOLLOWING DISCLOSURE IS FROM THE COMBINED AUDITED FINANCIAL STATEMENTS OF KANSAS WESLEYAN UNIVERSITY AND THE KANSAS WESLEYAN UNIVERSITY FOUNDATION. The University is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and a similar provision of state law. The University annually evaluates tax positions taken with regard to unrelated business income, related deductions applied, or other activities that may jeopardize its tax-exempt status and thus would meet the definition of an uncertain tax position. The University recognizes the financial statement benefit of a tax position only after determining the relevant taxing authority would more likely than not sustain the position following an audit. The University has concluded that there are no uncertain tax positions taken that would require recognition of a liability or disclosure in the financial statements. The University recognizes interest and penalties on tax assessments as other expenses within the combined statement of activities.”

Schedule D, Part V, Line 4

“Provide for the ongoing support for scholarships to be provided by kansas wesleyan university.”

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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027922
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017543834
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION IS ORGANIZED TO SECURE GIFTS OF MONEY OR OTHER PROPERTY IN EFFORTS OF ADVANCING EDUCATION AND/OR RESEARCH; THEREFORE, PROVIDING ASSISTANCE IN FURTHERING THE MISSION OF KANSAS WESLEYAN UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt017925140
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029668
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029668
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0719483
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0285086
IRS990/OtherAssetsTotalGrp/EOYAmt0286835
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt013387
IRS990/OtherLiabilitiesGrp/EOYAmt0150172
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014345867
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt013786408
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RHONDA N BETHE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0331006
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0714412
IRS990/PYInvestmentIncomeAmt0326126
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0144383
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-201663
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0858795
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0657132
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-485458
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0979007
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KANSAS WESLEYAN UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0979007
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0295618
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt031192957
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01327101
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01308698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt030497431
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0331006
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030878936
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0842375
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0791876
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0307650
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02191656

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$18,075,312
Liabilities
$150,172
Net assets
$17,925,140
Revenue
$633,687
Expenses
$1,119,145
Net income
-$485,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.7$0.21$29.5$2.04$1.18$0.86
2023Detailed filing. Detailed filing data is available for this year.$26.3$0.06$26.3$2.04$1.27$0.78
2022Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$3.21$1.69$1.53
2021Detailed filing. Detailed filing data is available for this year.$27.4$0.55$26.9$5.67$1.42$4.24
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.32$17.6$0.98$1.62$0.64
2019Detailed filing. Detailed filing data is available for this year.$18.1$0.15$17.9$0.63$1.12$0.49
2018Summary only. Only limited summary data is available for this year.$17.7$0.01$17.7$0.66$0.86$0.20