Civic Intelligence

Fox Valley Memory Project Inc.

990 • Fiscal year 2020 • EIN 82-3556549

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileFOXVALLEYMEMORYPROJECT.ORG

View Organization Page

1800 Appleton RdMenasha, WI 54952

(920) 225-1711

Siviq Scores

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

Liabilities / Assets

76th percentile

0.11x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$60,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

32%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

6.7%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$231,446

Up $56,366 (+32%) from 2019

Net Assets

Up

$205,882

Up $52,736 (+34%) from 2019

Liabilities

Up

$25,564

Up $3,630 (+17%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin68th percentile

Revenue

Up

$271,183

Up $16,924 (+6.7%) from 2019

Expenses

Up

$221,319

Up $14,102 (+6.8%) from 2019

Net Income

Up

$49,864

Up $2,822 (+6.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2018: $127,040Liabilities 2018: $27,833Net Assets 2018: $99,2072018Assets 2019: $175,080Liabilities 2019: $21,934Net Assets 2019: $153,1462019Assets 2020: $231,446Liabilities 2020: $25,564Net Assets 2020: $205,8822020Assets 2021: $402,030Liabilities 2021: $36,474Net Assets 2021: $365,5562021Assets 2022: $525,051Liabilities 2022: $124,662Net Assets 2022: $400,3892022Assets 2023: $628,179Liabilities 2023: $136,647Net Assets 2023: $491,5322023Assets 2024: $828,821Liabilities 2024: $153,951Net Assets 2024: $674,8702024

Highlighted filing

2020

Assets$231,446
Liabilities$25,564
Net Assets$205,882
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.5M$1.0M$500K$0Revenue 2018: $142,424Expenses 2018: $43,217Net Income 2018: $99,2072018Revenue 2019: $254,259Expenses 2019: $207,217Net Income 2019: $47,0422019Revenue 2020: $271,183Expenses 2020: $221,319Net Income 2020: $49,8642020Revenue 2021: $490,789Expenses 2021: $333,756Net Income 2021: $157,0332021Revenue 2022: $854,550Expenses 2022: $808,190Net Income 2022: $46,3602022Revenue 2023: $989,890Expenses 2023: $906,628Net Income 2023: $83,2622023Revenue 2024: $1,115,737Expenses 2024: $940,835Net Income 2024: $174,9022024

Highlighted filing

2020

Revenue$271,183
Expenses$221,319
Net Income$49,864
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$311,064
Mission and Program Overview

Mission

Fvmp wants to create dementia-friendly communities where the fear and isolation often associated with dementia are eased by connecting people with one another and with resources to live well with dementia.

We provide support and resources to people living with dementia and their families to live well.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$70,406$119,835▲ $49,429
Prepaid Expenses and Deferred Charges$2,526$1,578▼ $948
Total Assets$175,080$231,446▲ $56,366
Other Assets Total$102,148$110,033▲ $7,885
Liabilities
Accounts Payable and Accrued Expenses$21,934$13,064▼ $8,870
Other Liabilities$0$12,500▲ $12,500
Total Liabilities$21,934$25,564▲ $3,630
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$133,957$162,908▲ $28,951
Net Assets With Donor Restrictions$19,189$42,974▲ $23,785
Total Net Assets Fund Balance$153,146$205,882▲ $52,736
Total Liabilities and Net Assets / Fund Balance$175,080$231,446▲ $56,366

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$110,033--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$21,010-▲ $1,646-$22,656
2019$19,946$90▲ $974-$21,010
2018-$19,946--$19,946
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael RohrkasteExecutive DirectorFT$60,000$60,000

Board Members and Trustees

NameTitle
Dave MortonPresident
Becky ReicheltExecutive Vice President
Amy GallowayDirector
Dr John BarkmeierDirector
Dr Lisa KokontisDirector
Jonathan KrauseDirector
Judy WilsonDirector
Keith KosteckeDirector
Tara PichelmeyerDirector
Walter C ZerrennerDirector
Penny Bernard SchaberSecretary
Lori OhlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$292,714
Program Service Revenue
$123
Investment Income
$272
Other Revenue
$-21,926
All Other Contributions
$175,282
Change in Net Assets
$49,864

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
Other Non Cash Contri Table15$15,443Fair Market Value (FMV)
Clothing and Household Goods-$11,199Fair Market Value (FMV)
Works of Art6$2,509Fair Market Value (FMV)
Other Non Cash Contri Table8$1,130Cost
Other Non Cash Contri Table7$910Fair Market Value (FMV)
Food Inventory2$260Cost
Total Noncash Contributions38$31,451-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$147,469
Other Expenses$73,850
Total Fundraising Expense$7,161
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,458$45,698-$73,156
Current Officers, Directors, Trustees, and Key Employees$25,800$34,200-$60,000
Fees for Services Accounting-$18,698-$18,698
Payroll Taxes$3,691$5,917-$9,608
Occupancy$880$7,117-$7,997
Advertising$2,155$4,888-$7,043
Other Employee Benefits$3,988$717-$4,705
All Other Expenses$1,319$1,630$266$3,215
Other Expenses$4,737$2,223$5,661$2,223
Insurance-$1,777-$1,777
Office Expenses$1,550--$1,550
Travel$122--$122
Total Functional Expenses$82,779$131,379$7,161$221,319
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$36,759
Gaming Gross Income$10,000
Fundraising Gross Income$5,000
Gaming Direct Expenses$3,122
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Living Life$122,432$5,000-$5,000
Total Events$122,432$5,000$36,759$-31,759
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Ppp Loan$12,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“President, vice president, treasurer, and secretary, no other members, assist exec director with operations, and develop board agendas.”

Form 990, Part VI, Section B, Line 11B

“Full board and finance committee will receive 990 before reviewed, and then have more in depth review after filed.”

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

“Board conducts performance review of executive director and market data to determine compensation.”

Form 990, Part VI, Section C, Line 19

“Form 990 are availble upon request. We do not make the following available to the public: governing documents, conflict of interest policy or financial statements.”

Filing and Contact Details

Filer

Filer Name
Fox Valley Memory Project Inc
EIN
82-3556549
Phone
9202251711
Address
1800 APPLETON RD, MENASHA, WI 54952

Signing Officer

Name
Michael Rohrkaste
Title
Executive Director
Phone
9202251711
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Rohrkaste
Formed
2019
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
69

Preparer

Firm
Cliftonlarsonallen Llp
Address
1660 OSHKOSH AVE SUITE 200, OSHKOSH, WI 54902
Preparer
Christa Willis
Phone
9202315890
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Moved programs from in person to online due to covid19.”

Form 990, Part III, Line 3

“Provided new caregiver resources, home use kits.”

FORM 990, PART XI, LINE 9:

“Change in beneficial interest 2,872.”

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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02955
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02955
IRS990/OtherRevenueTotalAmt02955
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045698
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027458
IRS990/OtherSalariesAndWagesGrp/TotalAmt073156
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05917
IRS990/PayrollTaxesGrp/ProgramServicesAmt03691
IRS990/PayrollTaxesGrp/TotalAmt09608
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02526
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01578
IRS990/PrincipalOfficerNm0MICHAEL ROHRKASTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0123
IRS990/ProgSrvcAccomActy2Grp/Desc0MINDWORKS- FACILITATED TWICE WEEKLY CLASS FOR PEOPLE WITH EARLY TO MID STAGE DEMENTIA, DESIGNED TO PROMOTE BRAIN AND OVERALL HEALTH, AND PROVIDES RESPITE TO CAREGIVER. THIS PROGRAM SUPPORTS 10 FAMILIES AT DIFFERENT TIMES, WITH A TOTAL OF 20 PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017652
IRS990/ProgSrvcAccomActy3Grp/Desc0ON A POSITVE NOTE CHOIR- PERFORMING CHOIR FOR DEMENTIA PERSONS AND THEIR CAREGIVERS. THIS PROGRAM HAS 24 PARTICIPANTS THAT MEET MONTHLY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014953
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01133
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt03078
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0244354
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0132
IRS990/PYOtherExpensesAmt081969
IRS990/PYOtherRevenueAmt0-2462
IRS990/PYProgramServiceRevenueAmt012235
IRS990/PYRevenuesLessExpensesAmt047042
IRS990/PYSalariesCompEmpBnftPaidAmt0125248
IRS990/PYTotalExpensesAmt0207217
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0254259
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049864
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119835
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0292714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0244354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0141489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0678557
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0414
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt028283
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02955
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02955
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0656891
IRS990ScheduleA/SubstantialContributorsTotAmt021666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0292714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0244354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0141489
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0678557
IRS990ScheduleA/TotalSupportAmt0681926
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt021010
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022656
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01646
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt019946
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt021010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0974
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019946
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt019946
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0110033
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SBA PPP LOAN
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0110033
IRS990ScheduleD/TotalLiabilityAmt012500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0117432
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0117432
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036759
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVING LIFE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01308
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0122432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0122432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-31759
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt035451
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt035451
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt011199
IRS990ScheduleM/FoodInventoryGrp/ContributionCnt02
IRS990ScheduleM/FoodInventoryGrp/MethodOfDeterminingRevenuesTxt0COST
IRS990ScheduleM/FoodInventoryGrp/NonCashCheckboxInd0X
IRS990ScheduleM/FoodInventoryGrp/NoncashContributionsRptF990Amt0260
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt015
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt18
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt27
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0PREPAID EVENTS
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1GIFT CARDS
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2GIFT BASKETS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1COST
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt015443
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt11130
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt2910
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990ScheduleM/WorksOfArtGrp/ContributionCnt06

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,446
Liabilities
$25,564
Net assets
$205,882
Revenue
$271,183
Expenses
$221,319
Net income
$49,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.15$0.67$1.12$0.94$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.14$0.49$0.99$0.91$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.12$0.40$0.85$0.81$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.04$0.37$0.49$0.33$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.21$0.27$0.22$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.15$0.25$0.21$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$0.14$0.04$0.10