Civic Intelligence

Bitter Root Resource Conservation and Development Area Incorporated

990 • Fiscal year 2015 • EIN 81-0360178

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 09, 2016

1709 North First StreetHamilton, MT 59840

(460) 363-5450

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

56th percentile

4.7%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

67%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$126,804

Up $33,234 (+36%) from 2014

Net Assets

Up

$125,770

Up $50,535 (+67%) from 2014

Liabilities

Down

$1,034

Down $17,301 (-94%) from 2014

Revenue

Up

$1,078,752

Up $433,887 (+67%) from 2014

Expenses

Up

$1,028,217

Up $390,896 (+61%) from 2014

Net Income

Up

$50,535

Up $42,991 (+570%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $220,677Liabilities 2011: $16,082Net Assets 2011: $204,5952011Assets 2012: $132,658Liabilities 2012: $19,375Net Assets 2012: $113,2832012Assets 2013: $92,178Liabilities 2013: $24,487Net Assets 2013: $67,6912013Assets 2014: $93,570Liabilities 2014: $18,335Net Assets 2014: $75,2352014Assets 2015: $126,804Liabilities 2015: $1,034Net Assets 2015: $125,7702015Assets 2016: $137,934Liabilities 2016: $0Net Assets 2016: $137,9342016Assets 2017: $111,122Liabilities 2017: $791Net Assets 2017: $110,3312017Assets 2018: $108,046Liabilities 2018: $21,875Net Assets 2018: $86,1712018Assets 2019: $163,123Liabilities 2019: $37,932Net Assets 2019: $125,1912019Assets 2020: $254,188Liabilities 2020: $12,591Net Assets 2020: $241,5972020Assets 2021: $214,191Liabilities 2021: $17,436Net Assets 2021: $196,7552021Assets 2022: $303,790Liabilities 2022: $26,467Net Assets 2022: $277,3232022Assets 2023: $206,687Liabilities 2023: $22,578Net Assets 2023: $184,1092023Assets 2024: $265,712Liabilities 2024: $56,257Net Assets 2024: $209,4552024

Highlighted filing

2015

Assets$126,804
Liabilities$1,034
Net Assets$125,770

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $827,934Expenses 2011: $887,973Net Income 2011: -$60,0392011Expenses 2012: $908,6832012Revenue 2013: $888,535Expenses 2013: $934,127Net Income 2013: -$45,5922013Revenue 2014: $644,865Expenses 2014: $637,321Net Income 2014: $7,5442014Revenue 2015: $1,078,752Expenses 2015: $1,028,217Net Income 2015: $50,5352015Revenue 2016: $776,714Expenses 2016: $764,550Net Income 2016: $12,1642016Revenue 2017: $876,827Expenses 2017: $903,952Net Income 2017: -$27,1252017Revenue 2018: $1,116,572Expenses 2018: $1,134,431Net Income 2018: -$17,8592018Revenue 2019: $1,526,845Expenses 2019: $1,487,825Net Income 2019: $39,0202019Revenue 2020: $1,190,331Expenses 2020: $1,073,925Net Income 2020: $116,4062020Revenue 2021: $828,659Expenses 2021: $873,501Net Income 2021: -$44,8422021Revenue 2022: $1,134,984Expenses 2022: $1,054,416Net Income 2022: $80,5682022Revenue 2023: $824,205Expenses 2023: $917,419Net Income 2023: -$93,2142023Revenue 2024: $1,499,824Expenses 2024: $1,474,478Net Income 2024: $25,3462024

Highlighted filing

2015

Revenue$1,078,752
Expenses$1,028,217
Net Income$50,535
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 9, 2016
Return Version
2014v6.0
Gross Receipts
$1,078,752
Mission and Program Overview

Mission

The mission of the BRRC&D is to promote conscientious development of the areas natural and human resources while maintaining or improving the quality of those resources and the quality of life in Mineral, Missoula and Ravalli Counties, Montana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,887$105,701▲ $74,814
Accounts Receivable$62,683$21,103▼ $41,580
Total Assets$93,570$126,804▲ $33,234
Liabilities
Accounts Payable and Accrued Expenses$18,335$1,034▼ $17,301
Total Liabilities$18,335$1,034▼ $17,301
Net Assets / Fund Balance
Unrestricted Net Assets$75,235$125,770▲ $50,535
Total Net Assets Fund Balance$75,235$125,770▲ $50,535
Total Liabilities and Net Assets / Fund Balance$93,570$126,804▲ $33,234

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$14,973$14,973
Equipment-$14,973$14,973
Compensation and Service Providers

Board Members and Trustees

NameTitle
Allen BjergoPresident
Greg ChilcottVice President
Gerald MarksDirector
Jim BurchfieldDirector
Jim DebreeDirector
Katelyn AndersonDirector
Kelly DillonDirector
Kurt GeldermanDirector
Libby MaclayDirector
Paul RosenbergDirector
Rob JohnsonDirector
Roger HearstDirector
Roman ZylawyDirector
Tim PetersonDirector
Pam Gouse Ex officioSecretary-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$976,527
Program Service Revenue
$102,225
Investment Income
$0
Other Revenue
$0
All Other Contributions
$511,147
Change in Net Assets
$50,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$913,329
Salaries, Compensation, and Employee Benefits$114,888
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$65,757$49,131-$114,888
Travel$17,089$1,212-$18,301
All Other Expenses$5,617$5,211-$10,828
Insurance$5,335$5,246-$10,581
Other Expenses$2,083$4,619-$6,702
Occupancy$1,955$4,680-$6,635
Total Functional Expenses$925,728$102,489$0$1,028,217
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
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 governing body review Part VI line 11

Form 990, Part VI, Section B, Line 11a - Electronic and/or hard copies are given to Board members to review. Any questions, corrections, or comments are given to the Bookkeeper, who then contacts the preparer for answers or corrections.

Conflict of interest policy compliance Part VI line 12C

Form 990, Part VI, Section B, Line 12c - Conflict policy and disclosure forms are handed out annually at the first meeting after the start of our fiscal year to be reviewed, filled out, and signed. The form is mailed to those who were not present at the meeting. Completed forms are provided to and reviewed by the Executive Committee, as well as all other conflict information provided by Board members. The Executive Committee makes a determination as to whether a conflict exists and what subsequent action is appropriate (if any).

Governing documents etc available to public Part VI line 19

Form 990, Part VI, Section C, Lines 17, 18, 19 BRRC&D is not required to file Form 990 by any State. Requests for Form 990 and other information are made in writing and responded to by the Bitter Root RC&D office.

Filing and Contact Details

Filer

Filer Name
Bitter Root Resource Conservation & Development
EIN
81-0360178
Address
1709 North First Street, Hamilton, MT 59840
Doing Business As
Area Inc

Signing Officer

Name
Allen Bjergo
Title
President
Phone
4063635450
Signed
2016-08-09
Discuss with paid preparer
No

Organization Details

Principal Officer
Allen Bjergo
Formed
1979
Legal Domicile
Mt
Voting Board Members
15
Independent Board Members
15
Employees
13
Volunteers
200

Preparer

Firm
Ronald Paul Foltz CPA
Address
PO BOX 4605, Missoula, MT 59806
Preparer
Ronald Paul Foltz
Phone
4067288130
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

Form 990, Part III, Lines 2 & 3 - Bitter Root RC&D routinely adds new programs to its activities and closes other programs as they become independent or are completed.

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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/OtherExpensesGrp/ProgramServicesAmt1360696
IRS990/OtherExpensesGrp/ProgramServicesAmt22100
IRS990/OtherExpensesGrp/ProgramServicesAmt32083
IRS990/OtherExpensesGrp/TotalAmt0494569
IRS990/OtherExpensesGrp/TotalAmt1362213
IRS990/OtherExpensesGrp/TotalAmt23500
IRS990/OtherExpensesGrp/TotalAmt36702
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049131
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065757
IRS990/OtherSalariesAndWagesGrp/TotalAmt0114888
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Allen Bjergo
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Fees for services
IRS990/ProgramServiceRevenueGrp/Desc1Reimbursements
IRS990/ProgramServiceRevenueGrp/Desc2Interest and other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt096872
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12562
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22791
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt096872
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12562
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22791
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY DEVELOPMENT PROJECTS also fall under two different goals:The first goal is to work with more than 10 governments, non-governmental entities, nonprofit groups, and individuals to develop and implement efforts to enhance our communities and quality of life for our residents.The second goal is to work with RC&D sponsors and other nonprofits and wholesome foods, medical assistance, recreation, transportation and education for all of our residents and especially those with low and moderate incomes and physical or mental disabliities.Bitter Root RC&Ds annual report, which contains much more information as to these projects, is available at our website - bitterrootrcd.org
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0143222
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0530909
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0473640
IRS990/PYProgramServiceRevenueAmt0113956
IRS990/PYRevenuesLessExpensesAmt07544
IRS990/PYSalariesCompEmpBnftPaidAmt0163681
IRS990/PYTotalExpensesAmt0637321
IRS990/PYTotalRevenueAmt0644865
IRS990/ReconcilationRevenueExpnssAmt050535
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0976527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0550909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0733596
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0714566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0620351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03595949
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0154
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0790
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0946
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03595949
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0976527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0550909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0733596
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0714566
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0620351
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03595949
IRS990ScheduleA/TotalSupportAmt03596895
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014973
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014973
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014973
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014973
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part VI, Section B, Line 11a - Electronic and/or hard copies are given to Board members to review. Any questions, corrections, or comments are given to the Bookkeeper, who then contacts the preparer for answers or corrections.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Section B, Line 12c - Conflict policy and disclosure forms are handed out annually at the first meeting after the start of our fiscal year to be reviewed, filled out, and signed. The form is mailed to those who were not present at the meeting. Completed forms are provided to and reviewed by the Executive Committee, as well as all other conflict information provided by Board members. The Executive Committee makes a determination as to whether a conflict exists and what subsequent action is appropriate (if any).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part VI, Section C, Lines 17, 18, 19 BRRC&D is not required to file Form 990 by any State. Requests for Form 990 and other information are made in writing and responded to by the Bitter Root RC&D office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990, Part III, Lines 2 & 3 - Bitter Root RC&D routinely adds new programs to its activities and closes other programs as they become independent or are completed.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Cessation of or significant change to any program service Part III line 3
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt093570
IRS990/TotalAssetsEOYAmt0126804
IRS990/TotalAssetsGrp/BOYAmt093570
IRS990/TotalAssetsGrp/EOYAmt0126804
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0976527
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0102489
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0925728
IRS990/TotalFunctionalExpensesGrp/TotalAmt01028217
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018335
IRS990/TotalLiabilitiesEOYAmt01034
IRS990/TotalLiabilitiesGrp/BOYAmt018335
IRS990/TotalLiabilitiesGrp/EOYAmt01034
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt075235
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125770
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0925728
IRS990/TotalProgramServiceRevenueAmt0102225
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102225
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01078752
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt093570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0126804
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt01212
IRS990/TravelGrp/ProgramServicesAmt017089
IRS990/TravelGrp/TotalAmt018301
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt075235
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0125770
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0bitterrootrcd.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Allen Bjergo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04063635450
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bitter Root Resource Conservation & Development
ReturnHeader/Filer/BusinessNameControlTxt0BITT
ReturnHeader/Filer/EIN0810360178
ReturnHeader/Filer/USAddress/AddressLine1Txt01709 North First Street
ReturnHeader/Filer/USAddress/CityNm0Hamilton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059840

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.06$0.21$1.50$1.47$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.02$0.18$0.82$0.92$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.03$0.28$1.13$1.05$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.02$0.20$0.83$0.87$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.01$0.24$1.19$1.07$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.04$0.13$1.53$1.49$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.02$0.09$1.12$1.13$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.88$0.90$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.78$0.76$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.08$1.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.02$0.08$0.64$0.64$0.01
2013Summary only. Only limited summary data is available for this year.$0.09$0.02$0.07$0.89$0.93$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.02$0.11$0.91
2011Summary only. Only limited summary data is available for this year.$0.22$0.02$0.20$0.83$0.89$0.06