Civic Intelligence

Senior Solutions

990 • Fiscal year 2017 • EIN 57-0634502

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 27, 2017

Organization ProfileWWW.UPSTATESENIORS.ORG

View Organization Page

3420 Clemson Blvd Unit 17Anderson, SC 29621

(864) 225-3370

Siviq Scores

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

Liabilities / Assets

66th percentile

0.40x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.53x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

66th percentile

9.0%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

52nd percentile

5.2%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

21%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$11,341,059

Up $562,476 (+5.2%) from 2016

Net Assets

Up

$6,831,682

Up $760,974 (+13%) from 2016

Liabilities

Down

$4,509,377

Down $198,498 (-4.2%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin66th percentile

Revenue

Up

$8,493,008

Up $1,449,032 (+21%) from 2016

Expenses

Up

$7,732,034

Up $1,118,033 (+17%) from 2016

Net Income

Up

$760,974

Up $330,999 (+77%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,730,925Liabilities 2011: $2,861,037Net Assets 2011: $3,869,8882011Assets 2012: $7,058,659Liabilities 2012: $2,907,436Net Assets 2012: $4,151,2232012Assets 2013: $7,097,962Liabilities 2013: $2,779,739Net Assets 2013: $4,318,2232013Assets 2014: $9,620,821Liabilities 2014: $4,845,867Net Assets 2014: $4,774,9542014Assets 2015: $10,281,768Liabilities 2015: $4,656,035Net Assets 2015: $5,625,7332015Assets 2016: $10,778,583Liabilities 2016: $4,707,875Net Assets 2016: $6,070,7082016Assets 2017: $11,341,059Liabilities 2017: $4,509,377Net Assets 2017: $6,831,6822017Assets 2018: $11,674,628Liabilities 2018: $4,461,585Net Assets 2018: $7,213,0432018Assets 2019: $12,082,640Liabilities 2019: $4,117,188Net Assets 2019: $7,965,4522019Assets 2020: $13,601,676Liabilities 2020: $4,950,526Net Assets 2020: $8,651,1502020Assets 2021: $13,380,413Liabilities 2021: $3,938,943Net Assets 2021: $9,441,4702021Assets 2022: $13,549,787Liabilities 2022: $3,484,528Net Assets 2022: $10,065,2592022Assets 2023: $14,769,252Liabilities 2023: $3,477,690Net Assets 2023: $11,291,5622023Assets 2024: $16,865,398Liabilities 2024: $4,368,407Net Assets 2024: $12,496,9912024Assets 2025: $18,749,404Liabilities 2025: $4,906,789Net Assets 2025: $13,842,6152025

Highlighted filing

2017

Assets$11,341,059
Liabilities$4,509,377
Net Assets$6,831,682
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$15M$10M$5.0M$0Revenue 2011: $5,869,602Expenses 2011: $5,784,069Net Income 2011: $85,5332011Revenue 2012: $6,334,859Expenses 2012: $6,053,524Net Income 2012: $281,3352012Revenue 2013: $5,891,668Expenses 2013: $5,716,420Net Income 2013: $175,2482013Revenue 2014: $6,099,151Expenses 2014: $5,655,404Net Income 2014: $443,7472014Revenue 2015: $6,671,962Expenses 2015: $5,834,623Net Income 2015: $837,3392015Revenue 2016: $7,043,976Expenses 2016: $6,614,001Net Income 2016: $429,9752016Revenue 2017: $8,493,008Expenses 2017: $7,732,034Net Income 2017: $760,9742017Revenue 2018: $9,107,427Expenses 2018: $8,726,066Net Income 2018: $381,3612018Revenue 2019: $9,463,646Expenses 2019: $8,709,420Net Income 2019: $754,2262019Revenue 2020: $8,896,980Expenses 2020: $8,211,318Net Income 2020: $685,6622020Revenue 2021: $9,013,652Expenses 2021: $8,223,296Net Income 2021: $790,3562021Revenue 2022: $8,561,029Expenses 2022: $7,937,248Net Income 2022: $623,7812022Revenue 2023: $9,447,006Expenses 2023: $8,291,188Net Income 2023: $1,155,8182023Revenue 2024: $10,380,075Expenses 2024: $9,194,313Net Income 2024: $1,185,7622024Revenue 2025: $11,073,253Expenses 2025: $9,739,629Net Income 2025: $1,333,6242025

Highlighted filing

2017

Revenue$8,493,008
Expenses$7,732,034
Net Income$760,974
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 27, 2017
Return Version
2016v3.0
Gross Receipts
$8,493,008
Mission and Program Overview

Mission

To promote the mental, physical and spiritual well being of the senior community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,330,611$8,271,093▼ $59,518
Savings and Temporary Cash Investments$908,935$1,504,265▲ $595,330
Accounts Receivable$672,825$646,146▼ $26,679
Cash and Non-Interest-Bearing Accounts$594,266$359,915▼ $234,351
Inventories for Sale or Use$48,823$88,185▲ $39,362
Prepaid Expenses and Deferred Charges$47,228$55,560▲ $8,332
Total Assets$10,778,583$11,341,059▲ $562,476
Other Assets Total$175,895$415,895▲ $240,000
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,176,849$4,029,928▼ $146,921
Accounts Payable and Accrued Expenses$441,033$353,759▼ $87,274
Other Liabilities$88,266$112,019▲ $23,753
Deferred Revenue$1,727$13,671▲ $11,944
Total Liabilities$4,707,875$4,509,377▼ $198,498
Net Assets / Fund Balance
Unrestricted Net Assets$6,070,708$6,831,682▲ $760,974
Total Net Assets Fund Balance$6,070,708$6,831,682▲ $760,974
Total Liabilities and Net Assets / Fund Balance$10,778,583$11,341,059▲ $562,476

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,937,898$1,538,648$6,476,546
Equipment$1,111,013$1,470,548$2,581,561
Land$2,102,786-$2,102,786
Leasehold Improvements$119,396$28,307$147,703
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Douglas a WrightPresident/ceFT$156,634$156,634

Board Members and Trustees

NameTitle
Greg ShoreChair
Sam McmillanPast Chair
Sophie WooronsVice Chair
Ann WetselBoard Member
Butch HughesBoard Member
Jeff HawkinsBoard Member
Lamar BailesBoard Member
Lujack OrrBoard Member
Phil AshleyBoard Member
Rachelle Propp ShirleyBoard Member
Terrance FordBoard Member
Leo MedinaSecretary
Dr Ronnie BoothTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
TraditionsPurchase MealsPO BOX 742992, Atlanta, GA 30374$987,362
Senior CateringPurchase MealsPO BOX 751614, Charlotte, NC 28275$228,495
Pet DairyPurchase MealsPO BOX 60498, Charlotte, NC 28260-0498$120,039
Revenue and Support

Revenue Composition

Contributions and Grants
$867,708
Program Service Revenue
$7,621,179
Investment Income
$4,121
Other Revenue
$0
All Other Contributions
$26,523
Change in Net Assets
$760,974

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,493,008
Revenue Not Reported on Form 990
$827,104
Total Revenue per Audited Statements
$9,320,112
Total Revenue per Form 990
$8,493,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,125,714
Other Expenses$3,606,320
Total Fundraising Expense$48,091
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,202,957$345,745$38,745$3,587,447
Depreciation Depletion$300,899$164,839-$465,738
Occupancy$82,131$175,683-$257,814
Payroll Taxes$209,299$20,711$4,015$234,025
All Other Expenses$152,943$63,471-$216,414
Other Expenses$161,407$3,680-$161,407
Current Officers, Directors, Trustees, and Key Employees$133,139$21,929$1,506$156,574
Insurance$97,107$41,938-$139,045
Other Employee Benefits$73,173$43,654$3,552$120,379
Interest$42,799$65,838-$108,637
Office Expenses$10,911$60,977-$71,888
Information Technology$20,217$40,810-$61,027
Advertising$20,175$23,662-$43,837
Pension Plan Contributions$23,196$3,820$273$27,289
Fees for Services Accounting-$14,000-$14,000
Fees for Services Other-$12,000-$12,000
Conferences and Meetings$7,867$1,254-$9,121
Fees for Services Legal$775$4,989-$5,764
Travel$754$661-$1,415
Total Functional Expenses$6,502,211$1,181,732$48,091$7,732,034

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,558,810
Expenses per Audited Statements$7,732,034
Total Expenses per Form 990$7,732,034
Expenses Not Reported on Form 990$826,776
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 Annual Leave$112,019
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“Copy of the form 990 is given to each board member then approved at a board meeting.”

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

“Board policy 3.0 covers the regulation over conflicts of interest. The policy requires that director and officers be diligent and prudent in making decisions in relation to senior solutions. The policy covers the purpose of policy and duties of directors and officers in detail.”

Form 990, Page 6, Part VI, Line 15A

“The board approves the compensation based on comparative data and salary guides”

Form 990, Page 6, Part VI, Line 15B

“The board approves the compensation based on comparative data and salary guides”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Senior Solutions
EIN
57-0634502
Phone
8642253370
Address
3420 CLEMSON BLVD UNIT 17, ANDERSON, SC 29621

Signing Officer

Name
Greg Shore
Title
Chair
Phone
8642253370
Signed
2017-11-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas a Wright
Formed
1941
Legal Domicile
Sc
Voting Board Members
13
Independent Board Members
13
Employees
350
Volunteers
48

Preparer

Firm
Mckinley Cooper & Co LLC
Address
555 NORTH PLEASANTBURG DRIVE SUITE, GREENVILLE, SC 29607-2191
Preparer
Marcy M Loucks
Phone
8642331800
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

“92 clients were provided grass cutting and minor home repair services. Our insurance services provided counseling services to over 7,000 clients, trying to select the proper medicare part d, medicare advantage, or medicare supplement plans.”

Form 990, Part XI, Line 9

“Related party 328 related party -328”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Consolidate subsidiary 779,473”

Schedule D, Page 4, Part XII, Line 2D

“Consolidated subsidiary 779,145”

Raw XML AppendixShowing 400 of 602 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04029928
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IRS990/OccupancyGrp/ProgramServicesAmt082131
IRS990/OccupancyGrp/TotalAmt0257814
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IRS990/OfficeExpensesGrp/ProgramServicesAmt010911
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0175895
IRS990/OtherAssetsTotalGrp/EOYAmt0415895
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03552
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043654
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt073173
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0120379
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2FUEL
IRS990/OtherExpensesGrp/Desc3VEHICLE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt072071
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13680
IRS990/OtherExpensesGrp/ProgramServicesAmt01649803
IRS990/OtherExpensesGrp/ProgramServicesAmt1134108
IRS990/OtherExpensesGrp/ProgramServicesAmt2178551
IRS990/OtherExpensesGrp/ProgramServicesAmt3161407
IRS990/OtherExpensesGrp/TotalAmt01649803
IRS990/OtherExpensesGrp/TotalAmt1206179
IRS990/OtherExpensesGrp/TotalAmt2182231
IRS990/OtherExpensesGrp/TotalAmt3161407
IRS990/OtherLiabilitiesGrp/BOYAmt088266
IRS990/OtherLiabilitiesGrp/EOYAmt0112019
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt038745
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0345745
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03202957
IRS990/OtherSalariesAndWagesGrp/TotalAmt03587447
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04015
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020711
IRS990/PayrollTaxesGrp/ProgramServicesAmt0209299
IRS990/PayrollTaxesGrp/TotalAmt0234025
IRS990/PensionPlanContributionsGrp/FundraisingAmt0273
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03820
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023196
IRS990/PensionPlanContributionsGrp/TotalAmt027289
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt047228
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055560
IRS990/PrincipalOfficerNm0DOUGLAS A WRIGHT
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IRS990/ProgramServiceRevenueGrp/Desc1STAFFING
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11169442
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11169442
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IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT DAY CARE OFFERS A SAFE, NURTURING ENVIRONMENT TO THOSE UNABLE TO REMAIN SAFELY AT HOME BY THEMSELVES. IT ALSO PROVIDES VALUABLE RESPITE FOR CAREGIVERS WHO ARE CARING FOR LOVED ONES ON A 24 HOUR, SEVEN DAY A WEEK BASIS. OUR ADULT DAY CARE CENTERS PROVIDED 99 CLIENTS WITH 13,312 DAYS OF CARE. OUR HOME CARE SERVICES PROVIDE CLIENTS WITH ASSISTANCE WITH DAILY LIVING SKILLS SUCH AS LIGHT HOUSEKEEPING, BATHING, LAUNDRY, AND MEAL PREPARATION. WE SERVED 189 CLIENTS WITH 27,0 HOURS OF CARE. ASSISTED LIVING PROVIDES 19 LOW INCOME SENIORS 24/7 CARE. IT IS HOME TO 19 CLIENTS WHO STAY 5,429 DAYS. THESE SENIORS HAVE NO OTHER HOME AND MANY HAVE NO FAMILIES. MANY OF OUR CLIENTS CALL OUR ASSISTED LIVING HOME. 92 CLIENTS WERE PROVIDED GRASS CUTTING AND MINOR HOME REPAIR SERVICES. OUR INSURANCE SERVICES PROVIDED COUNSELING SERVICES TO OVER 7,000 CLIENTS, TRYING TO SELECT THE PROPER MEDICARE PART D, MEDICARE ADVANTAGE, OR MEDICARE SUPPLEMENT PLANS.
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IRS990/PYProgramServiceRevenueAmt06461935
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IRS990/RelatedOrganizationsAmt0523100
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01504265
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0851004
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IRS990ScheduleA/TotalSupportAmt03882414
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IRS990ScheduleD/BuildingsGrp/BookValueAmt04937898
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01538648
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IRS990ScheduleD/DonatedServicesUseFcltsAmt047631
IRS990ScheduleD/EquipmentGrp/BookValueAmt01111013
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01470548
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02581561
IRS990ScheduleD/ExpensesNotReportedAmt0826776
IRS990ScheduleD/ExpensesSubtotalAmt07732034
IRS990ScheduleD/LandGrp/BookValueAmt02102786
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02102786
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0119396
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt028307
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0147703
IRS990ScheduleD/OtherExpensesIncludedAmt0779145
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0112019
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED ANNUAL LEAVE
IRS990ScheduleD/OtherRevenueAmt0779473
IRS990ScheduleD/RevenueNotReportedAmt0827104
IRS990ScheduleD/RevenueSubtotalAmt08493008
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONSOLIDATE SUBSIDIARY 779,473

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,341,059
Liabilities
$4,509,377
Net assets
$6,831,682
Revenue
$8,493,008
Expenses
$7,732,034
Net income
$760,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.7$4.91$13.8$11.1$9.74$1.33
2024Detailed filing. Detailed filing data is available for this year.$16.9$4.37$12.5$10.4$9.19$1.19
2023Detailed filing. Detailed filing data is available for this year.$14.8$3.48$11.3$9.45$8.29$1.16
2022Detailed filing. Detailed filing data is available for this year.$13.5$3.48$10.1$8.56$7.94$0.62
2021Detailed filing. Detailed filing data is available for this year.$13.4$3.94$9.44$9.01$8.22$0.79
2020Detailed filing. Detailed filing data is available for this year.$13.6$4.95$8.65$8.90$8.21$0.69
2019Detailed filing. Detailed filing data is available for this year.$12.1$4.12$7.97$9.46$8.71$0.75
2018Detailed filing. Detailed filing data is available for this year.$11.7$4.46$7.21$9.11$8.73$0.38
2017Detailed filing. Detailed filing data is available for this year.$11.3$4.51$6.83$8.49$7.73$0.76
2016Detailed filing. Detailed filing data is available for this year.$10.8$4.71$6.07$7.04$6.61$0.43
2015Detailed filing. Detailed filing data is available for this year.$10.3$4.66$5.63$6.67$5.83$0.84
2014Summary only. Only limited summary data is available for this year.$9.62$4.85$4.77$6.10$5.66$0.44
2013Summary only. Only limited summary data is available for this year.$7.10$2.78$4.32$5.89$5.72$0.18
2012Summary only. Only limited summary data is available for this year.$7.06$2.91$4.15$6.33$6.05$0.28
2011Summary only. Only limited summary data is available for this year.$6.73$2.86$3.87$5.87$5.78$0.09