Civic Intelligence

Bowman International School

990 • Fiscal year 2022 • EIN 77-0403885

Sep 01, 2021 to Aug 31, 2022 • Filed on Feb 07, 2023

Organization Profilewww.bowmanschool.org

View Organization Page

4000 Terman DrivePalo Alto, CA 94306

(650) 813-9131

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.65x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

2.86x

Higher debt load relative to revenue than 89% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

48th percentile

5.4%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

43rd percentile

$227,408

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

56th percentile

2.4%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-4.4%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$45,582,918

Up $1,074,623 (+2.4%) from 2021

Net Assets

Up

$15,766,699

Up $567,754 (+3.7%) from 2021

Liabilities

Up

$29,816,219

Up $506,869 (+1.7%) from 2021

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin48th percentile

Revenue

Down

$10,438,699

Down $483,342 (-4.4%) from 2021

Expenses

Up

$9,870,945

Up $1,030,006 (+12%) from 2021

Net Income

Down

$567,754

Down $1,513,348 (-73%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$80M$60M$40M$20M$0Assets 2011: $10,409,791Liabilities 2011: $4,273,183Net Assets 2011: $6,136,6082011Assets 2012: $10,446,145Liabilities 2012: $3,981,148Net Assets 2012: $6,464,9972012Assets 2013: $10,219,766Liabilities 2013: $3,306,979Net Assets 2013: $6,912,7872013Assets 2014: $10,276,442Liabilities 2014: $3,340,130Net Assets 2014: $6,936,3122014Assets 2015: $14,560,189Liabilities 2015: $7,365,951Net Assets 2015: $7,194,2382015Assets 2016: $14,810,691Liabilities 2016: $7,250,665Net Assets 2016: $7,560,0262016Assets 2017: $22,656,761Liabilities 2017: $14,115,865Net Assets 2017: $8,540,8962017Assets 2018: $25,768,102Liabilities 2018: $15,219,441Net Assets 2018: $10,548,6612018Assets 2019: $37,170,775Liabilities 2019: $24,788,420Net Assets 2019: $12,382,3552019Assets 2020: $44,004,757Liabilities 2020: $30,886,914Net Assets 2020: $13,117,8432020Assets 2021: $44,508,295Liabilities 2021: $29,309,350Net Assets 2021: $15,198,9452021Assets 2022: $45,582,918Liabilities 2022: $29,816,219Net Assets 2022: $15,766,6992022Assets 2023: $45,528,366Liabilities 2023: $29,635,036Net Assets 2023: $15,893,3302023Assets 2024: $49,319,318Liabilities 2024: $31,244,777Net Assets 2024: $18,074,5412024Assets 2025: $60,190,919Liabilities 2025: $43,005,961Net Assets 2025: $17,184,9582025

Highlighted filing

2022

Assets$45,582,918
Liabilities$29,816,219
Net Assets$15,766,699
Open 2022 Filing

Operations Trend

Revenue Growth33rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,136,242Expenses 2011: $4,012,473Net Income 2011: $123,7692011Expenses 2012: $4,395,4622012Revenue 2013: $5,045,708Expenses 2013: $4,597,918Net Income 2013: $447,7902013Revenue 2014: $5,171,739Expenses 2014: $5,148,214Net Income 2014: $23,5252014Revenue 2015: $5,782,666Expenses 2015: $5,457,700Net Income 2015: $324,9662015Revenue 2016: $6,551,209Expenses 2016: $6,185,421Net Income 2016: $365,7882016Revenue 2017: $7,427,872Expenses 2017: $6,447,002Net Income 2017: $980,8702017Revenue 2018: $9,280,621Expenses 2018: $7,272,856Net Income 2018: $2,007,7652018Revenue 2019: $9,267,726Expenses 2019: $7,434,032Net Income 2019: $1,833,6942019Revenue 2020: $9,927,040Expenses 2020: $9,191,552Net Income 2020: $735,4882020Revenue 2021: $10,922,041Expenses 2021: $8,840,939Net Income 2021: $2,081,1022021Revenue 2022: $10,438,699Expenses 2022: $9,870,945Net Income 2022: $567,7542022Revenue 2023: $10,659,677Expenses 2023: $10,533,046Net Income 2023: $126,6312023Revenue 2024: $11,995,743Expenses 2024: $11,806,279Net Income 2024: $189,4642024Revenue 2025: $12,862,095Expenses 2025: $13,273,592Net Income 2025: -$411,4972025

Highlighted filing

2022

Revenue$10,438,699
Expenses$9,870,945
Net Income$567,754
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Feb 7, 2023
Return Version
2021v4.1
Gross Receipts
$10,552,712
Mission and Program Overview

Mission

To operate a school providing the general public a tuition-based educational program for students from preschool through twelfth grade based upon, but not limited to, an international and montessori curriculum.

To operate a school providing the general public a tuition-based educational program for students from preschool through eighth grade based upon, but not limited to, an international and montessori curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$37,012,366$38,562,061▲ $1,549,695
Savings and Temporary Cash Investments$6,860,345$6,879,887▲ $19,542
Prepaid Expenses and Deferred Charges$97,758$88,039▼ $9,719
Pledges and Grants Receivable$34,837$1,000▼ $33,837
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$44,508,295$45,582,918▲ $1,074,623
Other Assets Total$502,989$51,931▼ $451,058
Liabilities
Mortgage Notes Payable Secured by Investment Property$26,953,308$27,293,920▲ $340,612
Deferred Revenue$1,864,092$1,980,348▲ $116,256
Accounts Payable and Accrued Expenses$446,950$511,451▲ $64,501
Other Liabilities$45,000$30,500▼ $14,500
Total Liabilities$29,309,350$29,816,219▲ $506,869
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,198,945$15,748,199▲ $549,254
Net Assets With Donor Restrictions-$18,500-
Total Net Assets Fund Balance$15,198,945$15,766,699▲ $567,754
Total Liabilities and Net Assets / Fund Balance$44,508,295$45,582,918▲ $1,074,623

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,896,911$5,415,504$29,312,415
Land$12,076,732-$12,076,732
Leasehold Improvements$2,423,443$210,892$2,634,335
Equipment$57,825$535,347$593,172
Other Land Buildings$107,150$338,683$445,833
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary E RicksPresidentFT$227,408-$227,408
Stephen E EscherDirector of ArtsFT$136,048$4,081$140,129
Pamela Beth ShanksAssoc Head of SchFT$105,942$3,178$109,120
Erin KnightDirector Childn HouseFT$102,475$3,074$105,549

Board Members and Trustees

NameTitle
Juan D VelasquezChairman
Alexandra LevichMember
Anna Marie ArmstrongMember
Erin AslaksonMember
Hugh BrowneMember
Kc HuangMember
Marissa Ramirez De ChanlatteMember
Sandy Lii WozniakMember
Shea Tate-di DonnaMember
Sue KimMember
Suzanne SullivanMember
Uday KeshavdasMember
Yilun ShangMember
Rich JacksonSecretary
Nan WangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$500,866
Program Service Revenue
$9,939,410
Investment Income
$-1,612
Other Revenue
$35
All Other Contributions
$500,866
Change in Net Assets
$567,754

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded12$114,013Fair Market Value (FMV)
Total Noncash Contributions12$114,013-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,438,699
Total Revenue per Audited Statements
$10,438,699
Total Revenue per Form 990
$10,438,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,429,962
Other Expenses$3,440,983
Total Fundraising Expense$152,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,329,524$307,904$56,596$4,694,024
Other Employee Benefits$920,213$72,081$11,544$1,003,838
Depreciation Depletion$867,927$96,436-$964,363
Interest$831,485$92,387-$923,872
Payroll Taxes$341,980$26,788$4,291$373,059
All Other Expenses$336,675$14,903-$351,578
Current Officers, Directors, Trustees, and Key Employees$181,926$45,482-$227,408
Other Expenses$146,210$16,246$3,412$162,456
Pension Plan Contributions$120,668$9,452$1,513$131,633
Occupancy$106,272$11,808-$118,080
Office Expenses$75,304$8,367$21,521$105,192
Insurance$86,505$9,612-$96,117
Fees for Services Other$22,496$48,228$4,895$75,619
Advertising--$45,276$45,276
Fees for Services Legal$11,059$23,707$2,407$37,173
Fees for Services Accounting$6,123$13,127$1,333$20,583
Travel$14,695$1,633-$16,328
Total Functional Expenses$8,882,991$835,166$152,788$9,870,945

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,870,945
Total Expenses per Audited Statements$9,870,945
Total Expenses per Form 990$9,870,945
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Enrollment Deposits$30,500
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 35% controlled entity
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
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, Part VI, Line 11B: Form 990 Review Process

“Head of school, consulting cfo review before filing; board review after filing”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers & trustees disclose and update any potential or actual conflict of interest when it occurs. All voting members of governing body are covered under the policy. A person with a conflict is subject to any restriction upon decisions by governing body.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board of Trustees reviews the performance of Head of School and other key employees; determines compensation on annual basis.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“See above.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents are available upon request from the Head of School.”

Filing and Contact Details

Filer

Filer Name
Bowman School
EIN
77-0403885
Phone
6508139131
Address
4000 TERMAN DRIVE, PALO ALTO, CA 94306

Signing Officer

Name
Mary E Ricks
Title
President
Signed
2023-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary E Ricks
Formed
1995
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
74

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Kimbra Said CPA
Phone
8317242441
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2ASSOC HEAD OF SCH
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR. CHILDN HOUSE
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
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IRS990/GrantsToOrganizationsInd0false
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IRS990/InsuranceGrp/ProgramServicesAmt086505
IRS990/InsuranceGrp/TotalAmt096117
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IRS990/InterestGrp/TotalAmt0923872
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0972
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO OPERATE A SCHOOL PROVIDING THE GENERAL PUBLIC A TUITION-BASED EDUCATIONAL PROGRAM FOR STUDENTS FROM PRESCHOOL THROUGH EIGHTH GRADE BASED UPON, BUT NOT LIMITED TO, AN INTERNATIONAL AND MONTESSORI CURRICULUM.
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt027293920
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IRS990/NetAssetsOrFundBalancesEOYAmt015766699
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2584
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2584
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015748199
IRS990/NoncashContributionsAmt0114013
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IRS990/OccupancyGrp/ProgramServicesAmt0106272
IRS990/OccupancyGrp/TotalAmt0118080
IRS990/OfficeExpensesGrp/FundraisingAmt021521
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08367
IRS990/OfficeExpensesGrp/ProgramServicesAmt075304
IRS990/OfficeExpensesGrp/TotalAmt0105192
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt051931
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011544
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt072081
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0920213
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01003838
IRS990/OtherExpensesGrp/Desc0FACULTY TRAINING
IRS990/OtherExpensesGrp/Desc1JANITORIAL
IRS990/OtherExpensesGrp/Desc2FIELD TRIPS
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt03412
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019606
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117399
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt216246
IRS990/OtherExpensesGrp/ProgramServicesAmt0159778
IRS990/OtherExpensesGrp/ProgramServicesAmt1156589
IRS990/OtherExpensesGrp/ProgramServicesAmt2167562
IRS990/OtherExpensesGrp/ProgramServicesAmt3146210
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IRS990/OtherExpensesGrp/TotalAmt1173988
IRS990/OtherExpensesGrp/TotalAmt2167562
IRS990/OtherExpensesGrp/TotalAmt3162456
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026788
IRS990/PayrollTaxesGrp/ProgramServicesAmt0341980
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IRS990/PensionPlanContributionsGrp/FundraisingAmt01513
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09452
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0120668
IRS990/PensionPlanContributionsGrp/TotalAmt0131633
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt088039
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19793085
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IRS990/PYContributionsGrantsAmt01682093
IRS990/PYExcessBenefitTransInd0false

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,582,918
Liabilities
$29,816,219
Net assets
$15,766,699
Revenue
$10,438,699
Expenses
$9,870,945
Net income
$567,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.2$43.0$17.2$12.9$13.3$0.41
2024Detailed filing. Detailed filing data is available for this year.$49.3$31.2$18.1$12.0$11.8$0.19
2023Detailed filing. Detailed filing data is available for this year.$45.5$29.6$15.9$10.7$10.5$0.13
2022Detailed filing. Detailed filing data is available for this year.$45.6$29.8$15.8$10.4$9.87$0.57
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.5$29.3$15.2$10.9$8.84$2.08
2020Detailed filing. Detailed filing data is available for this year.$44.0$30.9$13.1$9.93$9.19$0.74
2019Detailed filing. Detailed filing data is available for this year.$37.2$24.8$12.4$9.27$7.43$1.83
2018Detailed filing. Detailed filing data is available for this year.$25.8$15.2$10.5$9.28$7.27$2.01
2017Detailed filing. Detailed filing data is available for this year.$22.7$14.1$8.54$7.43$6.45$0.98
2016Detailed filing. Detailed filing data is available for this year.$14.8$7.25$7.56$6.55$6.19$0.37
2015Detailed filing. Detailed filing data is available for this year.$14.6$7.37$7.19$5.78$5.46$0.32
2014Detailed filing. Detailed filing data is available for this year.$10.3$3.34$6.94$5.17$5.15$0.02
2013Summary only. Only limited summary data is available for this year.$10.2$3.31$6.91$5.05$4.60$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$3.98$6.46$4.40
2011Summary only. Only limited summary data is available for this year.$10.4$4.27$6.14$4.14$4.01$0.12