Civic Intelligence

Panhandle Alliance for Education Inc.

990 • Fiscal year 2022 • EIN 61-1416176

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

PO Box 1675Sandpoint, ID 83864

(208) 265-2500

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.3%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

61%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$4,964,677

Down $171,720 (-3.3%) from 2021

Net Assets

Down

$4,945,887

Down $158,004 (-3.1%) from 2021

Liabilities

Down

$18,790

Down $13,716 (-42%) from 2021

Revenue

Up

$808,919

Up $307,057 (+61%) from 2021

Expenses

Up

$692,122

Up $134,963 (+24%) from 2021

Net Income

Up

$116,797

Up $172,094 (+311%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $672,930Liabilities 2011: $90,856Net Assets 2011: $582,0742011Assets 2012: $743,697Liabilities 2012: $105,854Net Assets 2012: $637,8432012Assets 2013: $641,066Liabilities 2013: $68,971Net Assets 2013: $572,0952013Assets 2014: $758,349Liabilities 2014: $61,460Net Assets 2014: $696,8892014Assets 2015: $717,134Liabilities 2015: $37,764Net Assets 2015: $679,3702015Assets 2016: $538,047Liabilities 2016: $33,132Net Assets 2016: $504,9152016Assets 2017: $499,352Liabilities 2017: $16,759Net Assets 2017: $482,5932017Assets 2018: $4,020,791Liabilities 2018: $55,050Net Assets 2018: $3,965,7412018Assets 2019: $4,133,207Liabilities 2019: $26,955Net Assets 2019: $4,106,2522019Assets 2020: $4,098,130Liabilities 2020: $32,263Net Assets 2020: $4,065,8672020Assets 2021: $5,136,397Liabilities 2021: $32,506Net Assets 2021: $5,103,8912021Assets 2022: $4,964,677Liabilities 2022: $18,790Net Assets 2022: $4,945,8872022Assets 2023: $4,901,369Liabilities 2023: $19,575Net Assets 2023: $4,881,7942023Assets 2024: $5,738,584Liabilities 2024: $23,695Net Assets 2024: $5,714,8892024

Highlighted filing

2022

Assets$4,964,677
Liabilities$18,790
Net Assets$4,945,887

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $605,823Expenses 2011: $567,698Net Income 2011: $38,1252011Revenue 2012: $466,054Expenses 2012: $410,285Net Income 2012: $55,7692012Revenue 2013: $297,602Expenses 2013: $363,350Net Income 2013: -$65,7482013Revenue 2014: $532,061Expenses 2014: $407,267Net Income 2014: $124,7942014Revenue 2015: $373,565Expenses 2015: $391,084Net Income 2015: -$17,5192015Revenue 2016: $464,976Expenses 2016: $639,431Net Income 2016: -$174,4552016Revenue 2017: $573,695Expenses 2017: $596,017Net Income 2017: -$22,3222017Revenue 2018: $593,175Expenses 2018: $615,928Net Income 2018: -$22,7532018Revenue 2019: $671,960Expenses 2019: $711,547Net Income 2019: -$39,5872019Revenue 2020: $696,396Expenses 2020: $676,020Net Income 2020: $20,3762020Revenue 2021: $501,862Expenses 2021: $557,159Net Income 2021: -$55,2972021Revenue 2022: $808,919Expenses 2022: $692,122Net Income 2022: $116,7972022Revenue 2023: $716,806Expenses 2023: $848,129Net Income 2023: -$131,3232023Revenue 2024: $864,420Expenses 2024: $685,732Net Income 2024: $178,6882024

Highlighted filing

2022

Revenue$808,919
Expenses$692,122
Net Income$116,797
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$934,143
Mission and Program Overview

Mission

To promote excellence in education and provide broad-based community support for local public schools by providing teacher grants, professional development and a ready for kindergarten program. See schedule o.

To promote excellence in education and provide broad-based community support for local public schools by building an independent, community- based foundation for public schools. See schedule o.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$361,527$504,317▲ $142,790
Cash and Non-Interest-Bearing Accounts$49,350$8,546▼ $40,804
Prepaid Expenses and Deferred Charges$5,624$7,276▲ $1,652
Land, Buildings, and Equipment, Net$1,339$783▼ $556
Total Assets$5,136,397$4,964,677▼ $171,720
Other Assets Total$4,718,557$4,443,755▼ $274,802
Liabilities
Unsecured Notes Loans Payable$23,077--
Deferred Revenue$6,950$17,100▲ $10,150
Other Liabilities$2,479$1,690▼ $789
Total Liabilities$32,506$18,790▼ $13,716
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,103,891$4,945,887▼ $158,004
Total Net Assets Fund Balance$5,103,891$4,945,887▼ $158,004
Total Liabilities and Net Assets / Fund Balance$5,136,397$4,964,677▼ $171,720

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$783$8,228$9,011
Other Assets Org$4,443,755--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$4,718,557$215,000▼ $413,496-$4,443,755
2020$3,625,235$96,013▲ $1,177,783-$4,718,557
2019$3,685,996$137,000▼ $25,118-$3,625,235
2018$3,505,898$201,000▲ $152,638-$3,685,996
2017$3,193,457$175,500▲ $288,287-$3,505,898
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly PriorPresident
Allison GilmoreBoard Member
Chris BlanfordBoard Member
Christian GroenkeBoard Member
Dick CvitanichBoard Member
Eric PaullBoard Member
Hannah VollmerBoard Member
Joe WilliamsBoard Member
Malia MeschkoBoard Member
Matt GillisBoard Member
Patty StaglundBoard Member
Read TuddenhamBoard Member
Toby MclaughlinBoard Member
Tom AlbertsonBoard Member
Tom PuckettBoard Member
Wendy DunnBoard Member
Kelli BultDirector
Tom ChasseDirector
Julie Reister-keatonBorad Member
Caleb BowmanMember-at-la
Mary Weber-quinnMember-at-la
Stefanie NostdahlSecretary
Matt MireTreasurer
Kendon PerryVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$692,489
Program Service Revenue
$0
Investment Income
$231
Other Revenue
$116,199
All Other Contributions
$340,075
Change in Net Assets
$116,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$354,801
Grants and Similar Amounts Paid$227,506
Salaries, Compensation, and Employee Benefits$109,815
Total Fundraising Expense$57,317
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$227,506--$227,506
Other Salaries and Wages$40,705$9,928$48,648$99,281
Office Expenses-$17,899$3,263$21,162
Fees for Services Accounting-$15,383-$15,383
Occupancy-$10,233-$10,233
Conferences and Meetings-$8,204-$8,204
Payroll Taxes$3,197$780$3,820$7,797
Insurance$204$4,609$245$5,058
Other Expenses$5,000--$5,000
Information Technology-$4,501-$4,501
All Other Expenses-$4,393-$4,393
Advertising-$4,230-$4,230
Pension Plan Contributions$1,122$274$1,341$2,737
Fees for Services Other-$1,147-$1,147
Depreciation Depletion-$556-$556
Total Functional Expenses$552,668$82,137$57,317$692,122
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Pend Oreille School DistrictSandpoint, ID-Strategic Initiative$130,000
Lake Pend Oreille School DistrictSandpoint, ID-Teacher Grants$97,506
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$218,346
Fundraising Direct Expenses$125,224
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$166,896$166,896$104$166,792
Summer Gala$381,270$51,450$67,092$-15,642
Total Events$566,760$218,346$119,756$98,590
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Geraldine LewisPast PresidentLposd Board ChairNo-
Joe WilliamsDirectorBanking RelationshipNo-
Tom AlbertsonDirectorLpo School DistrictNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,690
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Geraldine lewis matt mire president treasurer family related

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

A draft copy of the tax return is presented to the executive committee for approval.

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

Conflict of interest disclosure forms are used annually.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies, financial and tax reports are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Panhandle Alliance for Education
EIN
61-1416176
Phone
2082652500
Address
PO BOX 1675, SANDPOINT, ID 83864

Signing Officer

Name
Kelly Prior
Title
President
Phone
2082637040
Signed
2022-11-15

Organization Details

Principal Officer
Kelly Prior
Formed
2002
Legal Domicile
Id
Voting Board Members
24
Independent Board Members
24
Employees
4
Volunteers
99

Preparer

Firm
Jacob W Styer CPA Pllc
Address
PO BOX 1091, SANDPOINT, ID 83864
Preparer
Jacob W Styer Cpapfs
Phone
8289898095
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote excellence in education and broadbased community support for the lake pend oreille school district. As an independent organization, we will create and sustain an endowment to provide resources in support of effective teaching, learning and school management.

Form 990

As an independent organization, we will create and sustain an endowment to provide resources in support of effective teaching, learning and school management. We have an exceptional relationship with our school district, credibility with teachers, and strong momentum with our business community.

Form 990, Part III

The annual teacher grants are awarded district-wide to teachers and principals who seek support for education programs not otherwise funded. Grants are awarded based on innovation, creativity, collaboration and impact of student learning. Since 2003, approximately 768 grants have been awarded, totaling a direct investment in our classrooms of more than 1.9 million. Nationwide, 44% of children entering kindergarten test below proficiency for learning readiness, and data verifies that children who start behind, stay behind. The ready program provides parents of children up to 5 years old with instruction, books and educational toys to help their children achieve success at the very start. As an independent organization, panhandle alliance for education funds an endowment with assets held and administered by a community foundation to provide perpetual funding in support of the lake pend oreille school district. With 18 years of promoting excellence in public schools, panhandle alliance for education is proud to have delivered over 4 million in grants and educational programs to the lake pend oreille school district.

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

District-wide strategic programs are opportunities for lake pend oreille school district and the panhandle alliance for education to work together to meet a need (or needs) of the school district. Recommendations of current requests are presented by lposd superintendent and lposd curriculum director for review by the pafe executive committee. The requests must meet certain criteria to qualify as a district-wide strategic program. These initiatives must be consistent with the school district's strategic plan; must be consistent with the panhandle alliance for education's mission statement; and must have clear target performance goals with clear means to evaluate progress toward goals. It is preferred for the initiatives to be innovative and research-based; to have a positive, systemic effect over time for teachers, students and administrators; should improve student performance and achievement; should create a partnership, either in-kind or financial between lposd and pafe; and should not replace an existing taxpayer supported program. These initiatives will be reviewed at the stated end of the program, in conjunction with school personnel, to determine if pafe funding will continue. Pafe funded 130,000 total in strategic initiatives for school year 2021- 2022: 1.40,000 - professional learning communities (plc) training for staff in order to better address learning gaps due to covid 19. 2.45,000 - funds for musical fleet for sixth grade students instead of families renting instruments. Covid 19 affected band enrollment; study of music helps with decision making, focus, problem solving, etc. 3.45,000 - community connections video production for career skills and insight for high school students. Encourages local businesses to partner with lposd for internship opportunities.

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

Community education and awareness. The panhandle alliance for education created this program to help inform our local residents about important information regarding education in our community. The program includes both subscription services to a quarterly newsletter, social media postings and a website blog. In addition, pafe communications are directed to the business community who have a vested interest in knowledge about the lake pend oreille school district, the opportunities that are made available to graduating seniors, and an understanding of the district's performance compared to state and national statistics. The program includes informing the public about school funding and the use of pafe's fundraising assets to support effective teaching, learning, and school management. Panhandle alliance for education also provided funding in the amount of 215,000 for endowments held by the idaho community foundation and the innovia foundation for perpetual funding of the operating grants for the lake pend oreille school district.

Form 990, Part XI, Line 9

Change in endowment funds -274,801

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

To provide funds to lake pend oreille school district teachers and schools in support of effective teaching, learning and school management.

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IRS990/MissionDesc0TO PROMOTE EXCELLENCE IN EDUCATION AND BROADBASED COMMUNITY SUPPORT FOR THE LAKE PEND OREILLE SCHOOL DISTRICT. AS AN INDEPENDENT ORGANIZATION, WE WILL CREATE AND SUSTAIN AN ENDOWMENT TO PROVIDE RESOURCES IN SUPPORT OF EFFECTIVE TEACHING, LEARNING AND SCHOOL MANAGEMENT.
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IRS990/OtherExpensesGrp/Desc0BOARD ENDOWMENTS
IRS990/OtherExpensesGrp/Desc1COMMUNITY EDUCATION/AWARE
IRS990/OtherExpensesGrp/Desc2EARLY CHILDHOOD LITERACY
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IRS990/PrincipalOfficerNm0KELLY PRIOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0PAFES EARLY CHILDHOOD LITERACY PROGRAM INCLUDES BORN TO READ AND READY FOR KINDERGARTEN. BORN TO READ KITS, FULL OF READING INFORMATION AND OPPORTUNITIES IN THE COMMUNITY, ARE GIVEN TO EVERY NEW MOM WHO GIVES BIRTH AT BONNER GENERAL HOSPITAL. APPROXIMATELY 240 KITS ARE DISTRIBUTED EACH YEAR. READY FOR KINDERGARTEN IS A PROGRAM FOR FAMILIES WITH CHILDREN AGES BIRTH TO FIVE YEARS OLD, GIVING PARENTS TOOLS AND INFORMATION THEY NEED TO PREPARE THEIR CHILDREN FOR STARTING SCHOOL. 90% OF READY FOR KINDERGARTEN GRADUATES HAVE ENTERED SCHOOL TESTING AT OR ABOVE KINDERGARTEN READINESS LEVELS SINCE THE PROGRAM BEGAN IN 2008. THESE WORKSHOPS SERVE OVER 150 FAMILIES EACH YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025218
IRS990/ProgSrvcAccomActy3Grp/Desc0DISTRICT-WIDE STRATEGIC PROGRAMS ARE OPPORTUNITIES FOR LAKE PEND OREILLE SCHOOL DISTRICT AND THE PANHANDLE ALLIANCE FOR EDUCATION TO WORK TOGETHER TO MEET A NEED (OR NEEDS) OF THE SCHOOL DISTRICT. RECOMMENDATIONS OF CURRENT REQUESTS ARE PRESENTED BY LPOSD SUPERINTENDENT AND LPOSD CURRICULUM DIRECTOR FOR REVIEW BY THE PAFE EXECUTIVE COMMITTEE. THE REQUESTS MUST MEET CERTAIN CRITERIA TO QUALIFY AS A DISTRICT-WIDE STRATEGIC PROGRAM. THESE INITIATIVES MUST BE CONSISTENT WITH THE SCHOOL DISTRICT'S STRATEGIC PLAN; MUST BE CONSISTENT WITH THE PANHANDLE ALLIANCE FOR EDUCATION'S MISSION STATEMENT; AND MUST HAVE CLEAR TARGET PERFORMANCE GOALS WITH CLEAR MEANS TO EVALUATE PROGRESS TOWARD GOALS. IT IS PREFERRED FOR THE INITIATIVES TO BE INNOVATIVE AND RESEARCH-BASED; TO HAVE A POSITIVE, SYSTEMIC EFFECT OVER TIME FOR TEACHERS, STUDENTS AND ADMINISTRATORS; SHOULD IMPROVE STUDENT PERFORMANCE AND ACHIEVEMENT; SHOULD CREATE A PARTNERSHIP, EITHER IN-KIND OR FINANCIAL BETWEEN LPOSD AND PAFE; AND SHOULD NOT REPLACE AN EXISTING TAXPAYER SUPPORTED PROGRAM. THESE INITIATIVES WILL BE REVIEWED AT THE STATED END OF THE PROGRAM, IN CONJUNCTION WITH SCHOOL PERSONNEL, TO DETERMINE IF PAFE FUNDING WILL CONTINUE. PAFE FUNDED 130,000 TOTAL IN STRATEGIC INITIATIVES FOR SCHOOL YEAR 2021- 2022: 1.40,000 - PROFESSIONAL LEARNING COMMUNITIES (PLC) TRAINING FOR STAFF IN ORDER TO BETTER ADDRESS LEARNING GAPS DUE TO COVID 19. 2.45,000 - FUNDS FOR MUSICAL FLEET FOR SIXTH GRADE STUDENTS INSTEAD OF FAMILIES RENTING INSTRUMENTS. COVID 19 AFFECTED BAND ENROLLMENT; STUDY OF MUSIC HELPS WITH DECISION MAKING, FOCUS, PROBLEM SOLVING, ETC. 3.45,000 - COMMUNITY CONNECTIONS VIDEO PRODUCTION FOR CAREER SKILLS AND INSIGHT FOR HIGH SCHOOL STUDENTS. ENCOURAGES LOCAL BUSINESSES TO PARTNER WITH LPOSD FOR INTERNSHIP OPPORTUNITIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0150106
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0130000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNITY EDUCATION AND AWARENESS. THE PANHANDLE ALLIANCE FOR EDUCATION CREATED THIS PROGRAM TO HELP INFORM OUR LOCAL RESIDENTS ABOUT IMPORTANT INFORMATION REGARDING EDUCATION IN OUR COMMUNITY. THE PROGRAM INCLUDES BOTH SUBSCRIPTION SERVICES TO A QUARTERLY NEWSLETTER, SOCIAL MEDIA POSTINGS AND A WEBSITE BLOG. IN ADDITION, PAFE COMMUNICATIONS ARE DIRECTED TO THE BUSINESS COMMUNITY WHO HAVE A VESTED INTEREST IN KNOWLEDGE ABOUT THE LAKE PEND OREILLE SCHOOL DISTRICT, THE OPPORTUNITIES THAT ARE MADE AVAILABLE TO GRADUATING SENIORS, AND AN UNDERSTANDING OF THE DISTRICT'S PERFORMANCE COMPARED TO STATE AND NATIONAL STATISTICS. THE PROGRAM INCLUDES INFORMING THE PUBLIC ABOUT SCHOOL FUNDING AND THE USE OF PAFE'S FUNDRAISING ASSETS TO SUPPORT EFFECTIVE TEACHING, LEARNING, AND SCHOOL MANAGEMENT. PANHANDLE ALLIANCE FOR EDUCATION ALSO PROVIDED FUNDING IN THE AMOUNT OF 215,000 FOR ENDOWMENTS HELD BY THE IDAHO COMMUNITY FOUNDATION AND THE INNOVIA FOUNDATION FOR PERPETUAL FUNDING OF THE OPERATING GRANTS FOR THE LAKE PEND OREILLE SCHOOL DISTRICT.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0202

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.74$0.02$5.71$0.86$0.69$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.90$0.02$4.88$0.72$0.85$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.96$0.02$4.95$0.81$0.69$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.03$5.10$0.50$0.56$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.10$0.03$4.07$0.70$0.68$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.03$4.11$0.67$0.71$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.06$3.97$0.59$0.62$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$0.57$0.60$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.03$0.50$0.46$0.64$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.04$0.68$0.37$0.39$0.02
2014Summary only. Only limited summary data is available for this year.$0.76$0.06$0.70$0.53$0.41$0.12
2013Summary only. Only limited summary data is available for this year.$0.64$0.07$0.57$0.30$0.36$0.07
2012Summary only. Only limited summary data is available for this year.$0.74$0.11$0.64$0.47$0.41$0.06
2011Summary only. Only limited summary data is available for this year.$0.67$0.09$0.58$0.61$0.57$0.04