Civic Intelligence

Florida Public Pension Trustees Association Inc.

990 • Fiscal year 2018 • EIN 59-2641305

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

Organization Profilewww.fppta.org
2946 Wellington CircleTallahassee, FL 32309

(850) 842-4064

Siviq Scores

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

Liabilities / Assets

81st percentile

0.51x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.22x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

38th percentile

-0.4%

Higher net margin than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$125,930

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

11th percentile

-12%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

6.9%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$865,522

Down $122,109 (-12%) from 2017

Net Assets

Down

$422,020

Down $9,171 (-2.1%) from 2017

Liabilities

Down

$443,502

Down $112,938 (-20%) from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin38th percentile

Revenue

Up

$2,056,077

Up $132,654 (+6.9%) from 2017

Expenses

Up

$2,065,248

Up $218,124 (+12%) from 2017

Net Income

Down

-$9,171

Down $85,470 (-112%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $700,438Liabilities 2010: $586,398Net Assets 2010: $114,0402010Assets 2011: $828,742Liabilities 2011: $495,350Net Assets 2011: $333,3922011Assets 2012: $997,635Liabilities 2012: $524,697Net Assets 2012: $472,9382012Assets 2014: $953,318Liabilities 2014: $522,317Net Assets 2014: $431,0012014Assets 2015: $920,499Liabilities 2015: $443,402Net Assets 2015: $477,0972015Assets 2016: $887,985Liabilities 2016: $565,135Net Assets 2016: $322,8502016Assets 2017: $987,631Liabilities 2017: $556,440Net Assets 2017: $431,1912017Assets 2018: $865,522Liabilities 2018: $443,502Net Assets 2018: $422,0202018Assets 2019: $846,511Liabilities 2019: $323,124Net Assets 2019: $523,3872019Assets 2020: $749,093Liabilities 2020: $293,800Net Assets 2020: $455,2932020Assets 2021: $1,336,042Liabilities 2021: $544,766Net Assets 2021: $791,2762021Assets 2022: $2,000,200Liabilities 2022: $885,278Net Assets 2022: $1,114,9222022Assets 2023: $2,583,257Liabilities 2023: $747,757Net Assets 2023: $1,835,5002023Assets 2024: $2,822,942Liabilities 2024: $814,789Net Assets 2024: $2,008,1532024

Highlighted filing

2018

Assets$865,522
Liabilities$443,502
Net Assets$422,020
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,405,541Expenses 2010: $1,371,038Net Income 2010: $34,5032010Revenue 2011: $1,678,395Expenses 2011: $1,459,043Net Income 2011: $219,3522011Revenue 2012: $1,618,885Expenses 2012: $1,479,339Net Income 2012: $139,5462012Revenue 2014: $1,823,808Expenses 2014: $1,870,351Net Income 2014: -$46,5432014Revenue 2015: $1,879,023Expenses 2015: $1,832,927Net Income 2015: $46,0962015Revenue 2016: $1,880,050Expenses 2016: $2,034,297Net Income 2016: -$154,2472016Revenue 2017: $1,923,423Expenses 2017: $1,847,124Net Income 2017: $76,2992017Revenue 2018: $2,056,077Expenses 2018: $2,065,248Net Income 2018: -$9,1712018Revenue 2019: $2,056,609Expenses 2019: $1,982,042Net Income 2019: $74,5672019Revenue 2020: $1,115,674Expenses 2020: $1,183,768Net Income 2020: -$68,0942020Revenue 2021: $1,879,322Expenses 2021: $1,543,339Net Income 2021: $335,9832021Revenue 2022: $1,944,462Expenses 2022: $1,620,816Net Income 2022: $323,6462022Revenue 2023: $2,965,709Expenses 2023: $2,245,132Net Income 2023: $720,5772023Revenue 2024: $2,825,372Expenses 2024: $2,652,719Net Income 2024: $172,6532024

Highlighted filing

2018

Revenue$2,056,077
Expenses$2,065,248
Net Income-$9,171
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$2,066,151
Mission and Program Overview

Mission

Educate public pension trustees and administrators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$493,370$394,642▼ $98,728
Land, Buildings, and Equipment, Net$358,519$340,328▼ $18,191
Prepaid Expenses and Deferred Charges$52,251$54,834▲ $2,583
Savings and Temporary Cash Investments$53,794$54,751▲ $957
Accounts Receivable$400$7,129▲ $6,729
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 Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$987,631$865,522▼ $122,109
Other Assets Total$29,297$13,838▼ $15,459
Liabilities
Deferred Revenue$538,117$426,197▼ $111,920
Accounts Payable and Accrued Expenses$18,323$17,305▼ $1,018
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$556,440$443,502▼ $112,938
Net Assets / Fund Balance
Unrestricted Net Assets$431,191$422,020▼ $9,171
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$431,191$422,020▼ $9,171
Total Liabilities and Net Assets / Fund Balance$987,631$865,522▼ $122,109

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$282,110$127,105$409,215
Equipment$19,745$26,951$46,696
Land$38,473-$38,473
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberlie E PriorCEOFT$109,723$16,207$125,930

Board Members and Trustees

NameTitle
Pete PriorChairman
Tim OlsenVice-Chairman
Christopher SpencerDirector
Dwight MattinglyDirector
Ken HarrisonDirector Emeritus
Renee LiptonDirector Emeritus
George J Farrell IIIDirector Jan-Jun
Warren WestDirector Jul-Dec
Ann ThompsonSecretary
Chave Steven AspinallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$516,777
Program Service Revenue
$1,513,696
Investment Income
$-8,802
Other Revenue
$34,406
All Other Contributions
$3,227
Change in Net Assets
$-9,171

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,056,077
Revenue Not Reported on Form 990
$10,074
Total Revenue per Audited Statements
$2,066,151
Total Revenue per Form 990
$2,056,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,568,797
Salaries, Compensation, and Employee Benefits$492,451
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$973,698--$973,698
Other Salaries and Wages$240,366$65,086-$305,452
Fees for Services Other$66,312$54,255-$120,567
Current Officers, Directors, Trustees, and Key Employees$60,348$49,375-$109,723
Travel$76,625$16,633-$93,258
Information Technology$61,554$13,362-$74,916
Fees for Services Accounting$43,521$9,447-$52,968
Other Expenses$2,529$45,456-$47,985
Occupancy$38,413$8,338-$46,751
Other Employee Benefits$37,187$8,072-$45,259
Payroll Taxes$26,307$5,710-$32,017
Fees for Services Legal$19,694$4,275-$23,969
Insurance$13,066$2,836-$15,902
Depreciation Depletion$12,026$2,611-$14,637
Office Expenses$11,752$2,551-$14,303
Grants to Domestic Orgs$4,000--$4,000
All Other Expenses$224$2,014-$2,238
Advertising$575--$575
Total Functional Expenses$1,696,900$368,348$0$2,065,248

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,075,322
Expenses per Audited Statements$2,065,248
Total Expenses per Form 990$2,065,248
Expenses Not Reported on Form 990$10,074
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,900
Fundraising Direct Expenses$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
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
Yes
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

Part VI: Governance, Management and Disclosure

“Section B: Policies Line 11b - Form 990 Review Process Form 990 and accompanying schedules are prepared by an independent accounting firm and reviewed by the CEO. The Form 990 and accompanying schedules are submitted to the board for their review. Any discrepancies are resolved with the independent accounting firm prior to filing with the internal revenue service. Line 12c - Explanation of Monitoring and Enforcement of Conflicts of Interest The directors complete a compliance questionnaire as part of the organization's independent audit. The audit committee annually examines and appraises the association's internal control system as documented by the CEO. Line 15a - Compensation Review & Approval Process The organization has a committee to review compensation and benefits. This committee uses information that has been published regarding salary ranges and benefits for similar membership organizations. Section C: Disclosure The organization makes its governing documents, conflicts of interest policy, and three most current years of financial statements and Form 990s available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Florida Public Pension Trustees
EIN
59-2641305
In Care Of
% KIMBERLIE E PRIOR
Phone
8508424064
Address
2946 WELLINGTON CIRCLE, TALLAHASSEE, FL 32309

Signing Officer

Name
Kimberlie E Prior
Title
CEO
Signed
2019-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberlie E Prior
Formed
1984
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
125

Preparer

Firm
Thomas Howell Ferguson PA
Address
2615 Centennial Blvd Suite 200, Tallahassee, FL 32308
Preparer
Stacey T Kolka
Phone
8506688100
Supplemental Narrative

Financial Statement Notes

Part X: Other Liabilities

“Line 2 - Uncertain Tax Positions Management is not aware of any activities that would jeopardize the Association's tax exempt status, and believes it has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements as of and for the year ended December 31, 2018 AND 2017. The Association is subject to routine audits by taxing jurisdictions. however, there are currently no audits in progress for any tax periods. The association believes it is no longer subject to income tax examinations for fiscal years ending prior to December 31, 2015.”

Part XI: Reconciliation of Revenue

“Line 2d Loss on Disposal of property and equipment $10,074 Part XII: Reconciliation of Expenses Line 2d Loss on Disposal of property and equipment $10,074 For audited financial statement purposes, the loss on disposal of property and equipment is included in expenses. However, for income tax return purposes, the loss on disposal of property and equipment is included in Part VIII (Statement of Revenues).”

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IRS990/Form990PartVIISectionAGrp/PersonNm2Chave Steven Aspinall
IRS990/Form990PartVIISectionAGrp/PersonNm3Tim Olsen
IRS990/Form990PartVIISectionAGrp/PersonNm4Pete Prior
IRS990/Form990PartVIISectionAGrp/PersonNm5Dwight Mattingly
IRS990/Form990PartVIISectionAGrp/PersonNm6Warren West
IRS990/Form990PartVIISectionAGrp/PersonNm7Christopher Spencer
IRS990/Form990PartVIISectionAGrp/PersonNm8Ken Harrison
IRS990/Form990PartVIISectionAGrp/PersonNm9Renee Lipton
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director Jan-Jun
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director Jul-Dec
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director Emeritus
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IRS990/MembershipDuesAmt0513550
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATE PUBLIC PENSION TRUSTEES AND ADMINISTRATORS.
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IRS990/OfficeExpensesGrp/TotalAmt014303
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IRS990/OtherAssetsTotalGrp/EOYAmt013838
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08072
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt037187
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045259
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IRS990/OtherExpensesGrp/Desc3PUBLICATIONS EXPENSE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110359
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt221812
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IRS990/OtherExpensesGrp/ProgramServicesAmt22423
IRS990/OtherExpensesGrp/ProgramServicesAmt32529
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IRS990/OtherExpensesGrp/TotalAmt111510
IRS990/OtherExpensesGrp/TotalAmt224235
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1PUBLICATION REVENUE
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt112941
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01865
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112941
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt28700
IRS990/OtherRevenueTotalAmt023506
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0240366
IRS990/OtherSalariesAndWagesGrp/TotalAmt0305452
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05710
IRS990/PayrollTaxesGrp/ProgramServicesAmt026307
IRS990/PayrollTaxesGrp/TotalAmt032017
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052251
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054834
IRS990/PrincipalOfficerNm0KIMBERLIE E PRIOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2CPPT FEES
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIPS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt162630
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2100940
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3203921
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt162630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2100940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3203921
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IRS990/PYContributionsGrantsAmt0536300
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IRS990/PYGrantsAndSimilarPaidAmt015259
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IRS990/PYOtherRevenueAmt072846
IRS990/PYProgramServiceRevenueAmt01318515
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IRS990/PYSalariesCompEmpBnftPaidAmt0452191
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IRS990/RentalIncomeOrLossGrp/RealAmt06000
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0536300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0553650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0586750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0543200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02736677
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0515

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$865,522
Liabilities
$443,502
Net assets
$422,020
Revenue
$2,056,077
Expenses
$2,065,248
Net income
-$9,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.81$2.01$2.83$2.65$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.75$1.84$2.97$2.25$0.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.89$1.11$1.94$1.62$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.54$0.79$1.88$1.54$0.34
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.29$0.46$1.12$1.18$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.32$0.52$2.06$1.98$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.44$0.42$2.06$2.07$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.56$0.43$1.92$1.85$0.08
2016Summary only. Only limited summary data is available for this year.$0.89$0.57$0.32$1.88$2.03$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.44$0.48$1.88$1.83$0.05
2014Summary only. Only limited summary data is available for this year.$0.95$0.52$0.43$1.82$1.87$0.05
2012Summary only. Only limited summary data is available for this year.$1.00$0.52$0.47$1.62$1.48$0.14
2011Summary only. Only limited summary data is available for this year.$0.83$0.50$0.33$1.68$1.46$0.22
2010Summary only. Only limited summary data is available for this year.$0.70$0.59$0.11$1.41$1.37$0.03