Civic Intelligence

Advanced Energy Economy 4

990 • Fiscal year 2015 • EIN 80-0373809

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 02, 2016

1000 Vermont Avenue NW No 3 FLWashington, DC 20005

(202) 380-1950

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.30x

Higher debt load relative to assets than 73% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

33rd percentile

0.03x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Net Margin

31st percentile

-0.9%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

65th percentile

$6,668

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Asset Growth

42nd percentile

-0.2%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$299,976

Down $687 (-0.2%) from 2014

Net Assets

Down

$209,397

Down $28,200 (-12%) from 2014

Liabilities

Up

$90,579

Up $27,513 (+44%) from 2014

Revenue

Down

$3,000,068

Down $999,991 (-25%) from 2014

Expenses

Down

$3,028,268

Down $1,002,235 (-25%) from 2014

Net Income

Up

-$28,200

Up $2,244 (+7.4%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $250,581Liabilities 2010: $117,453Net Assets 2010: $133,1282010Assets 2011: $17,809Liabilities 2011: $11,115Net Assets 2011: $6,6942011Assets 2012: $21,919Liabilities 2012: $27,1092012Assets 2013: $300,333Liabilities 2013: $32,292Net Assets 2013: $268,0412013Assets 2014: $300,663Liabilities 2014: $63,066Net Assets 2014: $237,5972014Assets 2015: $299,976Liabilities 2015: $90,579Net Assets 2015: $209,3972015Assets 2016: $207,485Liabilities 2016: $20,330Net Assets 2016: $187,1552016Assets 2017: $208,799Liabilities 2017: $53,517Net Assets 2017: $155,2822017Assets 2018: $435,142Liabilities 2018: $0Net Assets 2018: $435,1422018Assets 2019: $573,960Liabilities 2019: $477,853Net Assets 2019: $96,1072019Assets 2020: $1,150,095Liabilities 2020: $67,876Net Assets 2020: $1,082,2192020Assets 2021: $1,693,834Liabilities 2021: $258,846Net Assets 2021: $1,434,9882021Assets 2022: $3,127,590Liabilities 2022: $104,977Net Assets 2022: $3,022,6132022Assets 2023: $2,789,749Liabilities 2023: $1,625,465Net Assets 2023: $1,164,2842023Assets 2024: $2,707,547Liabilities 2024: $377,694Net Assets 2024: $2,329,8532024

Highlighted filing

2015

Assets$299,976
Liabilities$90,579
Net Assets$209,397

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2010: $1,689,784Expenses 2010: $1,906,147Net Income 2010: -$216,3632010Revenue 2011: $322,339Expenses 2011: $448,773Net Income 2011: -$126,4342011Revenue 2012: $5,002Expenses 2012: $16,886Net Income 2012: -$11,8842012Revenue 2013: $7,500,011Expenses 2013: $7,226,780Net Income 2013: $273,2312013Revenue 2014: $4,000,059Expenses 2014: $4,030,503Net Income 2014: -$30,4442014Revenue 2015: $3,000,068Expenses 2015: $3,028,268Net Income 2015: -$28,2002015Revenue 2016: $2,000,037Expenses 2016: $2,022,279Net Income 2016: -$22,2422016Revenue 2017: $19Expenses 2017: $31,892Net Income 2017: -$31,8732017Revenue 2018: $391,290Expenses 2018: $111,430Net Income 2018: $279,8602018Revenue 2019: $161,028Expenses 2019: $500,063Net Income 2019: -$339,0352019Revenue 2020: $1,835,433Expenses 2020: $849,321Net Income 2020: $986,1122020Revenue 2021: $2,429,703Expenses 2021: $2,076,934Net Income 2021: $352,7692021Revenue 2022: $2,645,788Expenses 2022: $1,058,163Net Income 2022: $1,587,6252022Revenue 2023: $2,453,839Expenses 2023: $4,312,168Net Income 2023: -$1,858,3292023Revenue 2024: $4,715,170Expenses 2024: $3,549,601Net Income 2024: $1,165,5692024

Highlighted filing

2015

Revenue$3,000,068
Expenses$3,028,268
Net Income-$28,200
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$3,000,068
Mission and Program Overview

Mission

The mission of advanced energy works is to support public policies that enable widespread public participation in the benefits of advanced energy

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$298,835$298,138▼ $697
Prepaid Expenses and Deferred Charges$1,828$1,838▲ $10
Land, Buildings, and Equipment, Net$0--
Total Assets$300,663$299,976▼ $687
Liabilities
Other Liabilities$63,066$90,579▲ $27,513
Total Liabilities$63,066$90,579▲ $27,513
Net Assets / Fund Balance
Unrestricted Net Assets$237,597$209,397▼ $28,200
Total Net Assets Fund Balance$237,597$209,397▼ $28,200
Total Liabilities and Net Assets / Fund Balance$300,663$299,976▼ $687
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Elizabeth GilchristSVP Membership & Admin./sec.-treas.$6,121$547$6,668
Graham RichardPresident & CEO$4,013$312$4,325

Board Members and Trustees

NameTitle
Vivek MohtaChair
Frank DerosaDirector
Gia SchneiderDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000,000
Program Service Revenue
$0
Investment Income
$68
Other Revenue
$0
All Other Contributions
$3,000,000
Change in Net Assets
$-28,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,000,068
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,000,068
Total Revenue per Form 990
$3,000,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,000,000
Salaries, Compensation, and Employee Benefits$18,345
Other Expenses$9,923
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,000,000--$3,000,000
Current Officers, Directors, Trustees, and Key Employees-$10,993-$10,993
Other Salaries and Wages-$6,315-$6,315
Fees for Services Accounting-$5,600-$5,600
Insurance-$1,638-$1,638
Occupancy-$1,074-$1,074
Office Expenses-$854-$854
Payroll Taxes-$845-$845
Fees for Services Other-$418-$418
Other Expenses-$339-$339
Pension Plan Contributions-$192-$192
Total Functional Expenses$3,000,000$28,268$0$3,028,268

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,028,268
Total Expenses per Audited Statements$3,028,268
Total Expenses per Form 990$3,028,268
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Advanced Energy Economy IncWashington, DC501(c)(6)To Enable Widespread Public Participation in the Benefits of Advanced Energy, Through Policy Development, Advocacy, Education and Communications$3,000,000
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Advanced Energy Economy, Inc.$76,369
Due to Advanced Energy Economy Institute$14,210
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 was prepared by the independent cpa firm, and reviewed by the ceo. A copy of the final 990 was provided to the full board prior to filing with the irs.

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

At the annual meeting conflict of interest situations are monitored. In case a conflict of interest arises on a matter before the board, the interested person will recuse himself while the board decides the issue.

Form 990, Part VI, Section B, Line 15A

The salary of the ceo was set by the board of directors during negotiations for a three year employment contract entered into on 12/4/2014. Comparable data was used to determine the compensation of the ceo and this process was documented.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

PART VII, SECTION A:

Advanced energy economy institute, advanced energy economy 4, and advanced energy economy, inc. Participate in a common paymaster arrangement for employees. Amounts reported on part vii reflect payments for services allocable to the filing organization.

Filing and Contact Details

Filer

Filer Name
Advanced Energy Economy 4
EIN
80-0373809
Phone
2023801950
Address
1000 VERMONT AVENUE NW NO 3 FL, WASHINGTON, DC 20005

Signing Officer

Name
Elizabeth L Gilchrist
Title
Sr. V.p. Membership & Admin.
Phone
2023801950
Signed
2016-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Graham Richard
Formed
2009
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 650N, BETHESDA, MD 20814-2930
Preparer
Amy Boland CPA
Phone
3019519090
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

For the year ended december 31, 2015, the organization has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the combined financial statements.

Raw XML Appendix328 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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4SVP MEMBERSHIP & ADMIN./SEC.-TREAS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE YEAR ENDED DECEMBER 31, 2015, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ENABLE WIDESPREAD PUBLIC PARTICIPATION IN THE BENEFITS OF ADVANCED ENERGY, THROUGH POLICY DEVELOPMENT, ADVOCACY, EDUCATION AND COMMUNICATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ADVANCED ENERGY ECONOMY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0453859544
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTEES ARE REQUIRED TO SUBMIT A PROPOSAL DETAILING THE ACTIVITIES FOR WHICH FUNDING IS REQUESTED, TOGETHER WITH A DETAILED BUDGET. THEY ARE REQUIRED TO REPORT REGULARLY ON THE EXPENDITURES OF GRANT FUNDS RECEIVED, THE ACTIVITIES THAT WERE FUNDED, AND THE RESULTS ACHIEVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED BY THE INDEPENDENT CPA FIRM, AND REVIEWED BY THE CEO. A COPY OF THE FINAL 990 WAS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE ANNUAL MEETING CONFLICT OF INTEREST SITUATIONS ARE MONITORED. IN CASE A CONFLICT OF INTEREST ARISES ON A MATTER BEFORE THE BOARD, THE INTERESTED PERSON WILL RECUSE HIMSELF WHILE THE BOARD DECIDES THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARY OF THE CEO WAS SET BY THE BOARD OF DIRECTORS DURING NEGOTIATIONS FOR A THREE YEAR EMPLOYMENT CONTRACT ENTERED INTO ON 12/4/2014. COMPARABLE DATA WAS USED TO DETERMINE THE COMPENSATION OF THE CEO AND THIS PROCESS WAS DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADVANCED ENERGY ECONOMY INSTITUTE, ADVANCED ENERGY ECONOMY 4, AND ADVANCED ENERGY ECONOMY, INC. PARTICIPATE IN A COMMON PAYMASTER ARRANGEMENT FOR EMPLOYEES. AMOUNTS REPORTED ON PART VII REFLECT PAYMENTS FOR SERVICES ALLOCABLE TO THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0300663
IRS990/TotalAssetsEOYAmt0299976
IRS990/TotalAssetsGrp/BOYAmt0300663
IRS990/TotalAssetsGrp/EOYAmt0299976
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03000000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028268
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03000000
IRS990/TotalFunctionalExpensesGrp/TotalAmt03028268
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt063066
IRS990/TotalLiabilitiesEOYAmt090579
IRS990/TotalLiabilitiesGrp/BOYAmt063066
IRS990/TotalLiabilitiesGrp/EOYAmt090579
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0237597
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0209397
IRS990/TotalOtherCompensationAmt0859
IRS990/TotalProgramServiceExpensesAmt03000000
IRS990/TotalReportableCompFromOrgAmt010134
IRS990/TotalRevenueGrp/ExclusionAmt068
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03000068
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0300663
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0299976
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0237597
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0209397
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 VERMONT AVENUE NW NO 3 FL
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020005
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.AEE.NET/AEE4
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH L GILCHRIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. V.P. MEMBERSHIP & ADMIN.
ReturnHeader/BusinessOfficerGrp/PhoneNum02023801950
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCED ENERGY ECONOMY 4
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0800373809
ReturnHeader/Filer/PhoneNum02023801950
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 VERMONT AVENUE NW NO 3 FL
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 650N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BOLAND CPA
ReturnHeader/ReturnTs02016-11-02T08:09:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$2.71$0.38$2.33$4.72$3.55$1.17
2023Detailed filing. Detailed filing data is available for this year.$2.79$1.63$1.16$2.45$4.31$1.86
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.10$3.02$2.65$1.06$1.59
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.26$1.43$2.43$2.08$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.07$1.08$1.84$0.85$0.99
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.48$0.10$0.16$0.50$0.34
2018Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.39$0.11$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.16$0.00$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.19$2.00$2.02$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.09$0.21$3.00$3.03$0.03
2014Summary only. Only limited summary data is available for this year.$0.30$0.06$0.24$4.00$4.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.30$0.03$0.27$7.50$7.23$0.27
2012Summary only. Only limited summary data is available for this year.$0.02$0.03$0.01$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.02$0.01$0.01$0.32$0.45$0.13
2010Summary only. Only limited summary data is available for this year.$0.25$0.12$0.13$1.69$1.91$0.22