Civic Intelligence

Frederick County Educational Foundation

990 • Fiscal year 2015 • EIN 52-1396772

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

Organization Profilewww.fceducationfoundation.org
1415 Amherst StreetWinchester, VA 22601

(540) 662-3889

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$38,500

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

60th percentile

3.5%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,168,263

Up $39,020 (+3.5%) from 2014

Net Assets

Up

$1,167,337

Up $38,094 (+3.4%) from 2014

Liabilities

Up

$926

Up $926 from 2014

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin78th percentile

Revenue

Down

$202,848

Down $52,000 (-20%) from 2014

Expenses

Up

$164,754

Up $64,959 (+65%) from 2014

Net Income

Down

$38,094

Down $116,959 (-75%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $782,370Liabilities 2011: $0Net Assets 2011: $782,3702011Assets 2012: $780,472Liabilities 2012: $0Net Assets 2012: $780,4722012Assets 2013: $974,190Liabilities 2013: $0Net Assets 2013: $974,1902013Assets 2014: $1,129,243Liabilities 2014: $0Net Assets 2014: $1,129,2432014Assets 2015: $1,168,263Liabilities 2015: $926Net Assets 2015: $1,167,3372015Assets 2016: $1,248,892Liabilities 2016: $924Net Assets 2016: $1,247,9682016Assets 2017: $1,773,943Liabilities 2017: $925Net Assets 2017: $1,773,0182017Assets 2018: $1,669,148Liabilities 2018: $871Net Assets 2018: $1,668,2772018Assets 2019: $1,898,146Liabilities 2019: $871Net Assets 2019: $1,897,2752019Assets 2020: $2,036,675Liabilities 2020: $871Net Assets 2020: $2,035,8042020Assets 2021: $2,157,684Liabilities 2021: $871Net Assets 2021: $2,156,8132021Assets 2022: $2,097,646Liabilities 2022: $7,838Net Assets 2022: $2,089,8082022Assets 2023: $2,128,664Liabilities 2023: $871Net Assets 2023: $2,127,7932023Assets 2024: $2,217,656Liabilities 2024: $871Net Assets 2024: $2,216,7852024

Highlighted filing

2015

Assets$1,168,263
Liabilities$926
Net Assets$1,167,337
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $269,662Expenses 2011: $75,791Net Income 2011: $193,8712011Revenue 2012: $122,878Expenses 2012: $124,776Net Income 2012: -$1,8982012Revenue 2013: $371,059Expenses 2013: $177,341Net Income 2013: $193,7182013Revenue 2014: $254,848Expenses 2014: $99,795Net Income 2014: $155,0532014Revenue 2015: $202,848Expenses 2015: $164,754Net Income 2015: $38,0942015Revenue 2016: $176,283Expenses 2016: $95,653Net Income 2016: $80,6302016Revenue 2017: $571,034Expenses 2017: $136,552Net Income 2017: $434,4822017Revenue 2018: $31,948Expenses 2018: $136,689Net Income 2018: -$104,7412018Revenue 2019: $368,086Expenses 2019: $139,088Net Income 2019: $228,9982019Revenue 2020: $267,449Expenses 2020: $128,920Net Income 2020: $138,5292020Revenue 2021: $150,331Expenses 2021: $150,860Net Income 2021: -$5292021Revenue 2022: $169,113Expenses 2022: $150,718Net Income 2022: $18,3952022Revenue 2023: $247,203Expenses 2023: $183,020Net Income 2023: $64,1832023Revenue 2024: $322,662Expenses 2024: $233,670Net Income 2024: $88,9922024

Highlighted filing

2015

Revenue$202,848
Expenses$164,754
Net Income$38,094
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$217,874
Mission and Program Overview

Mission

Strengthen secondary education opportunities

Strengthen secondary education opportunities through scholarships and grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,129,243$1,167,337▲ $38,094
Investments Other Securities$999,323$1,144,328▲ $145,005
Savings and Temporary Cash Investments$129,920$23,935▼ $105,985
Total Assets$1,129,243$1,168,263▲ $39,020
Liabilities
Accounts Payable and Accrued Expenses-$926-
Total Liabilities$0$926▲ $926
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,129,243$1,167,337▲ $38,094
Total Liabilities and Net Assets / Fund Balance$1,129,243$1,168,263▲ $39,020

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,144,328--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$999,323$119,071▲ $18,617$5,762$1,131,249
2013$822,509$79,297▲ $101,520$4,003$999,323
2012$722,226$66,448▲ $63,164$4,832$822,509
2011$696,316$53,435▲ $27,135$4,276$722,226
2010$531,748$129,879▲ $78,609$3,058$696,316
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary P NordhamExecutive DirectorFT$38,500$38,500

Board Members and Trustees

NameTitle
Beth LewinPast President
Evan WyattPresident
Tracy Vosika2nd Vice President
Melissa YoungbloodVice President
Al OrndorffDirector
Brian HesterDirector
Carolyn WilliamsDirector
Darla GuevremontDirector
Frank WrightDirector
Kevin CallananDirector
Lori EversoleDirector
Lorri IdenDirector
Mark StiversDirector
Patti RuckerDirector
Rob YostDirector
David T SovineSecretary
Kate ChappellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$146,011
Program Service Revenue
$0
Investment Income
$33,556
Other Revenue
$23,281
All Other Contributions
$146,011
Change in Net Assets
$38,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,600
Salaries, Compensation, and Employee Benefits$41,812
Other Expenses$12,342
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$110,600--$110,600
Current Officers, Directors, Trustees, and Key Employees$38,500--$38,500
Fees for Service Investment Mgmnt Fees$5,762--$5,762
Office Expenses$1,864$2,026-$3,890
Payroll Taxes$3,312--$3,312
Insurance-$1,335-$1,335
Fees for Services Accounting$742--$742
Information Technology$613--$613
Total Functional Expenses$161,393$3,361$0$164,754
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,237
Fundraising Direct Expenses$15,026
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$53,237$53,237-$53,237
Total Events$53,237$53,237$15,026$38,211
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part IV, Section C, Line 19

“Form 990 Part VI Section C Line 19 All governing documents, conflict of interest policy and financial statements are available to the public in the office of Mary Nordham, located at 1415 Amherst Street, WInchester, VA 22601”

Filing and Contact Details

Filer

Filer Name
Frederick County Educational Foundation
EIN
52-1396772
Phone
5406623889
Address
1415 AMHERST STREET, WINCHESTER, VA 22601

Signing Officer

Name
Kate J Chappell
Title
Treasurer
Signed
2015-11-04
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
1

Preparer

Firm
Richard E Howett CPA
Address
317 Dogwood Road, Winchester, VA 22602
Preparer
Richard E Howett
Phone
5406675560
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IRS990/NetAssetsOrFundBalancesBOYAmt01129243
IRS990/NetAssetsOrFundBalancesEOYAmt01167337
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038211
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02026
IRS990/OfficeExpensesGrp/ProgramServicesAmt01864
IRS990/OfficeExpensesGrp/TotalAmt03890
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt0-14930
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt03312
IRS990/PayrollTaxesGrp/TotalAmt03312
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0BETH LEWIN
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0112518
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt052673
IRS990/PYInvestmentIncomeAmt052743
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08503
IRS990/PYOtherRevenueAmt089587
IRS990/PYRevenuesLessExpensesAmt0155053
IRS990/PYSalariesCompEmpBnftPaidAmt038619
IRS990/PYTotalExpensesAmt099795
IRS990/PYTotalRevenueAmt0254848
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt038094
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0178598
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01129243
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01167337
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0129920
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023935
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0146011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0112518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0250096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt058848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0723507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt052743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024808
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029311
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0169509
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt023281
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt089587
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt083170
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt034939
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt084317
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0315294
IRS990ScheduleA/PublicSupportCY170Pct00.59880
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.54120
IRS990ScheduleA/PublicSupportTotal170Amt0723507
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0146011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0112518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0250096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt058848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156034
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0723507
IRS990ScheduleA/TotalSupportAmt01208310
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/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.90000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0999323
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0119071
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01131249
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018617
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05762
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0822509
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt079297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0999323
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0101520
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04003
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0722226
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt066448
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0822509
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt024497
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063164
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0696316
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt053435
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0722226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt050384
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027135
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04276
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0531748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0129879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0696316
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt040862
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078609
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03058
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01144328
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ENDOWMENT PORTFOLIO MANAGED BY BANK OF CLARKE COUNTY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.10000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt01144328
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015026
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt015026
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053237

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,168,263
Liabilities
$926
Net assets
$1,167,337
Revenue
$202,848
Expenses
$164,754
Net income
$38,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.32$0.23$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.25$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.09$0.17$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.27$0.13$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.37$0.14$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.03$0.14$0.10
2017Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.57$0.14$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.18$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.20$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.25$0.10$0.16
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.37$0.18$0.19
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.12$0.12$0.00
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.27$0.08$0.19