Civic Intelligence

Beat AIDS Coalition Trust

990 • Fiscal year 2016 • EIN 74-2495767

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

1017 N Main StreetSan Antonio, TX 78212

(210) 227-4689

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.21x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.11x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

62nd percentile

6.5%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

46%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,157,190

Up $122,719 (+12%) from 2015

Net Assets

Up

$911,027

Up $143,102 (+19%) from 2015

Liabilities

Down

$246,163

Down $20,383 (-7.6%) from 2015

Revenue

Up

$2,214,166

Up $693,065 (+46%) from 2015

Expenses

Up

$2,071,065

Up $684,007 (+49%) from 2015

Net Income

Up

$143,101

Up $9,058 (+6.8%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,098,547Liabilities 2010: $561,930Net Assets 2010: $536,6172010Assets 2011: $991,833Liabilities 2011: $488,189Net Assets 2011: $503,6442011Assets 2012: $980,046Liabilities 2012: $371,522Net Assets 2012: $608,5242012Assets 2013: $948,733Liabilities 2013: $337,071Net Assets 2013: $611,6622013Assets 2014: $913,635Liabilities 2014: $279,753Net Assets 2014: $633,8822014Assets 2015: $1,034,471Liabilities 2015: $266,546Net Assets 2015: $767,9252015Assets 2016: $1,157,190Liabilities 2016: $246,163Net Assets 2016: $911,0272016Assets 2017: $1,234,544Liabilities 2017: $270,418Net Assets 2017: $964,1262017Assets 2018: $1,463,166Liabilities 2018: $691,389Net Assets 2018: $771,7772018Assets 2019: $1,661,492Liabilities 2019: $526,941Net Assets 2019: $1,134,5512019Assets 2020: $1,956,180Liabilities 2020: $621,276Net Assets 2020: $1,334,9042020Assets 2021: $2,500,340Liabilities 2021: $869,631Net Assets 2021: $1,630,7092021Assets 2022: $2,856,846Liabilities 2022: $844,412Net Assets 2022: $2,012,4342022Assets 2023: $2,562,216Liabilities 2023: $543,034Net Assets 2023: $2,019,1822023Assets 2024: $2,599,578Liabilities 2024: $890,773Net Assets 2024: $1,708,8052024

Highlighted filing

2016

Assets$1,157,190
Liabilities$246,163
Net Assets$911,027

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,465,339Expenses 2010: $1,525,942Net Income 2010: -$60,6032010Revenue 2011: $1,125,410Expenses 2011: $1,158,383Net Income 2011: -$32,9732011Revenue 2012: $1,020,620Expenses 2012: $915,740Net Income 2012: $104,8802012Revenue 2013: $680,768Expenses 2013: $677,630Net Income 2013: $3,1382013Revenue 2014: $881,525Expenses 2014: $859,305Net Income 2014: $22,2202014Revenue 2015: $1,521,101Expenses 2015: $1,387,058Net Income 2015: $134,0432015Revenue 2016: $2,214,166Expenses 2016: $2,071,065Net Income 2016: $143,1012016Revenue 2017: $2,307,391Expenses 2017: $2,254,292Net Income 2017: $53,0992017Revenue 2018: $3,135,910Expenses 2018: $3,284,709Net Income 2018: -$148,7992018Revenue 2019: $3,852,448Expenses 2019: $3,754,729Net Income 2019: $97,7192019Revenue 2020: $3,961,857Expenses 2020: $3,761,504Net Income 2020: $200,3532020Revenue 2021: $6,091,795Expenses 2021: $5,795,990Net Income 2021: $295,8052021Revenue 2022: $7,014,753Expenses 2022: $6,631,174Net Income 2022: $383,5792022Revenue 2023: $5,654,172Expenses 2023: $5,647,424Net Income 2023: $6,7482023Revenue 2024: $5,202,935Expenses 2024: $5,340,028Net Income 2024: -$137,0932024

Highlighted filing

2016

Revenue$2,214,166
Expenses$2,071,065
Net Income$143,101
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$2,214,166
Mission and Program Overview

Mission

Beat aids' mission is to provide the highest quality hiv/aids prevention, education and services reaching out to the community.

Hiv/aids prevention education and services to persons with hiv/aids

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$768,921$792,577▲ $23,656
Cash and Non-Interest-Bearing Accounts$211,392$304,202▲ $92,810
Accounts Receivable$54,158$60,411▲ $6,253
Total Assets$1,034,471$1,157,190▲ $122,719
Liabilities
Mortgage Notes Payable Secured by Investment Property$188,941$187,410▼ $1,531
Unsecured Notes Loans Payable$35,129$29,625▼ $5,504
Accounts Payable and Accrued Expenses$39,096$28,725▼ $10,371
Other Liabilities$3,380$403▼ $2,977
Total Liabilities$266,546$246,163▼ $20,383
Net Assets / Fund Balance
Unrestricted Net Assets$733,579$911,027▲ $177,448
Temporarily Rstr Net Assets$34,346$0▼ $34,346
Total Net Assets Fund Balance$767,925$911,027▲ $143,102
Total Liabilities and Net Assets / Fund Balance$1,034,471$1,157,190▲ $122,719

Asset Categories

AssetBook ValueDepreciationBasis
Land$70,000-$70,000
Buildings$657,685$275,804-
Other Land Buildings$64,728$30,063-
Equipment$164$169,232-
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,214,166
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$246,382
Change in Net Assets
$143,101

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,214,166
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,214,166
Total Revenue per Form 990
$2,214,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,047,363
Other Expenses$1,023,702
Total Fundraising Expense$15,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$793,391$68,990-$862,381
Other Expenses$112,623$1,152-$112,623
Other Employee Benefits$92,514$8,045-$100,559
Payroll Taxes$77,669$6,754-$84,423
All Other Expenses$74,440$7,323-$81,763
Office Expenses$54,018$9,787$15,381$79,186
Travel$53,681$4,668-$58,349
Depreciation Depletion$48,882$512-$49,394
Occupancy$36,675$4,075-$40,750
Interest$19,107--$19,107
Total Functional Expenses$1,929,763$125,921$15,381$2,071,065

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,071,065
Total Expenses per Audited Statements$2,071,065
Total Expenses per Form 990$2,071,065
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Banquet$16,843---
Other Fundraising Events$80---
Total Events$16,923---
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 Interest$403
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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, Part VI, Section B, Line 11B

Beat aids coalition of san antonio process for certification of form 990 is as follows: the executive director and preparer sign internal revenue service form 990 to attest to the accuracy and completeness of its content. The completed form 990 is presented to the board of directors for their review prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Beat aids coalition trust's policy regarding conflict of interest: beat aids coalition trust has all board member update the conflict of interest form annually at a board of directors meeting. These documents are kept on file by the executive director.

Form 990, Part VI, Section B, Line 15

Compensation of the executive director and key employees are reviewed and approved annually by the board of directors.

Form 990, Part VI, Section C, Line 19

Beat aids coalition trust provides a copy of the financial audit, governing documents and conflict of interest policy are provided upon request.

Filing and Contact Details

Filer

Filer Name
Beat Aids Coalition Trust
EIN
74-2495767
Phone
2102274689
Address
1017 N MAIN STREET, SAN ANTONIO, TX 78212

Signing Officer

Name
Michele Durham
Title
Executive Director
Phone
2102274689
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Durham
Formed
1987
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
46
Volunteers
97

Preparer

Firm
Richard M Burriola CPA Pc
Address
7800 I H 10 WEST SUITE 505, SAN ANTONIO, TX 78230
Preparer
Richard M Burriola
Phone
2103669430
Raw XML AppendixShowing 400 of 415 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02214166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01521101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0881525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0680768
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01020620
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06318180
IRS990ScheduleA/TotalSupportAmt06318180
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0657685
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0275804
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0933489
IRS990ScheduleD/EquipmentGrp/BookValueAmt0164
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0169232
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0169396
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02071065
IRS990ScheduleD/LandGrp/BookValueAmt070000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt070000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064728
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030063
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt094791
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0403
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0792577
IRS990ScheduleD/TotalExpensesPerForm990Amt02071065
IRS990ScheduleD/TotalLiabilityAmt0403
IRS990ScheduleD/TotalRevenuePerForm990Amt02214166
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02214166
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02071065
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt080
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BEAT AIDS COALITION OF SAN ANTONIO PROCESS FOR CERTIFICATION OF FORM 990 IS AS FOLLOWS: THE EXECUTIVE DIRECTOR AND PREPARER SIGN INTERNAL REVENUE SERVICE FORM 990 TO ATTEST TO THE ACCURACY AND COMPLETENESS OF ITS CONTENT. THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEAT AIDS COALITION TRUST'S POLICY REGARDING CONFLICT OF INTEREST: BEAT AIDS COALITION TRUST HAS ALL BOARD MEMBER UPDATE THE CONFLICT OF INTEREST FORM ANNUALLY AT A BOARD OF DIRECTORS MEETING. THESE DOCUMENTS ARE KEPT ON FILE BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES ARE REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BEAT AIDS COALITION TRUST PROVIDES A COPY OF THE FINANCIAL AUDIT, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt034346
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01034471
IRS990/TotalAssetsGrp/EOYAmt01157190
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02214166
IRS990/TotalEmployeeCnt046
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015381
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0125921
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01929763
IRS990/TotalFunctionalExpensesGrp/TotalAmt02071065
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0266546
IRS990/TotalLiabilitiesEOYAmt0246163
IRS990/TotalLiabilitiesGrp/BOYAmt0266546
IRS990/TotalLiabilitiesGrp/EOYAmt0246163
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0767925
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01929763
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02214166
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt097
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01034471
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/ProgramServicesAmt053681
IRS990/TravelGrp/TotalAmt058349
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0733579
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0911027
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt035129
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt029625
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01017 N MAIN STREET
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078212
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0BEATAIDS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE DURHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02102274689
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEAT AIDS COALITION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BEAT
ReturnHeader/Filer/EIN0742495767
ReturnHeader/Filer/PhoneNum02102274689
ReturnHeader/Filer/USAddress/AddressLine1Txt01017 N MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.204.53.165
ReturnHeader/FilingSecurityInformation/IPDt02017-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:32:40

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.89$1.71$5.20$5.34$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.54$2.02$5.65$5.65$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.84$2.01$7.01$6.63$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.87$1.63$6.09$5.80$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.62$1.33$3.96$3.76$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.53$1.13$3.85$3.75$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.69$0.77$3.14$3.28$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.27$0.96$2.31$2.25$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.25$0.91$2.21$2.07$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.27$0.77$1.52$1.39$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.28$0.63$0.88$0.86$0.02
2013Summary only. Only limited summary data is available for this year.$0.95$0.34$0.61$0.68$0.68$0.00
2012Summary only. Only limited summary data is available for this year.$0.98$0.37$0.61$1.02$0.92$0.10
2011Summary only. Only limited summary data is available for this year.$0.99$0.49$0.50$1.13$1.16$0.03
2010Summary only. Only limited summary data is available for this year.$1.10$0.56$0.54$1.47$1.53$0.06