Civic Intelligence

Yamhill County Wineries Association DBA Willamette Valley Wineries Assoc

990 • Fiscal year 2016 • EIN 93-0918717

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

PO Box 25162Portland, OR 97298

(503) 297-2962

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

95th percentile

32%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

25th percentile

$41,189

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

99th percentile

187%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

72%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$508,908

Up $331,694 (+187%) from 2015

Net Assets

Up

$508,908

Up $331,694 (+187%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,028,695

Up $431,453 (+72%) from 2015

Expenses

Up

$697,001

Up $216,436 (+45%) from 2015

Net Income

Up

$331,694

Up $215,017 (+184%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $21,990Liabilities 2011: $0Net Assets 2011: $21,9902011Assets 2012: $81,345Liabilities 2012: $0Net Assets 2012: $81,3452012Assets 2013: $69,861Liabilities 2013: $0Net Assets 2013: $69,8612013Assets 2014: $60,537Liabilities 2014: $0Net Assets 2014: $60,5372014Assets 2015: $177,214Liabilities 2015: $0Net Assets 2015: $177,2142015Assets 2016: $508,908Liabilities 2016: $0Net Assets 2016: $508,9082016Assets 2017: $734,865Liabilities 2017: $0Net Assets 2017: $734,8652017Assets 2018: $811,275Liabilities 2018: $0Net Assets 2018: $811,2752018Assets 2019: $645,760Liabilities 2019: $0Net Assets 2019: $645,7602019Assets 2020: $771,875Liabilities 2020: $149,900Net Assets 2020: $621,9752020Assets 2021: $876,968Liabilities 2021: $149,260Net Assets 2021: $727,7082021Assets 2022: $511,317Liabilities 2022: $149,260Net Assets 2022: $362,0572022Assets 2023: $276,365Liabilities 2023: $149,260Net Assets 2023: $127,1052023Assets 2024: $506,898Liabilities 2024: $160,939Net Assets 2024: $345,9592024

Highlighted filing

2016

Assets$508,908
Liabilities$0
Net Assets$508,908

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $374,788Expenses 2011: $374,321Net Income 2011: $4672011Expenses 2012: $339,8562012Revenue 2013: $428,328Expenses 2013: $439,812Net Income 2013: -$11,4842013Revenue 2014: $432,391Expenses 2014: $438,716Net Income 2014: -$6,3252014Revenue 2015: $597,242Expenses 2015: $480,565Net Income 2015: $116,6772015Revenue 2016: $1,028,695Expenses 2016: $697,001Net Income 2016: $331,6942016Revenue 2017: $1,460,660Expenses 2017: $1,270,804Net Income 2017: $189,8562017Revenue 2018: $1,896,388Expenses 2018: $1,819,978Net Income 2018: $76,4102018Revenue 2019: $2,072,073Expenses 2019: $2,237,588Net Income 2019: -$165,5152019Revenue 2020: $1,279,428Expenses 2020: $1,303,213Net Income 2020: -$23,7852020Revenue 2021: $1,369,528Expenses 2021: $1,263,795Net Income 2021: $105,7332021Revenue 2022: $1,037,016Expenses 2022: $1,402,667Net Income 2022: -$365,6512022Revenue 2023: $1,566,103Expenses 2023: $1,801,055Net Income 2023: -$234,9522023Revenue 2024: $2,013,396Expenses 2024: $1,794,542Net Income 2024: $218,8542024

Highlighted filing

2016

Revenue$1,028,695
Expenses$697,001
Net Income$331,694
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$1,028,695
Mission and Program Overview

Mission

To promote the wineries of members located in willamette valley, oregon via local and national tasting events, various promotional materials, education, & partnerships with local businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$177,214$508,908▲ $331,694
Rtn Earn Endowment Incm Other Fnds$177,214$508,908▲ $331,694
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$177,214$508,908▲ $331,694
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$177,214$508,908▲ $331,694
Total Liabilities and Net Assets / Fund Balance$177,214$508,908▲ $331,694
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sue HorstmannExecutive DirectorPT$41,189$41,189

Board Members and Trustees

NameTitle
Eugenia KeeganPresident
Anthony KingVice President
Anne HubatchDirector
Annie ShullDirector
Barbara GrossDirector
Emily CrowleyDirector
Erica LandonDirector
John PataccoliDirector
Josh BergstromDirector
Patrick ReuterDirector
Paul DurantDirector
Robert MoshierDirector
Ryan HarmsDirector
Sam TannahillDirector
Tom GerrieDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$20,000
Program Service Revenue
$1,005,809
Investment Income
$313
Other Revenue
$2,573
All Other Contributions
$20,000
Change in Net Assets
$331,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$570,096
Salaries, Compensation, and Employee Benefits$126,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$203,781
Advertising---$122,705
Other Salaries and Wages---$71,291
Current Officers, Directors, Trustees, and Key Employees---$43,211
Occupancy---$16,231
Office Expenses---$11,705
Payroll Taxes---$10,741
Conferences and Meetings---$7,363
Other Expenses---$6,782
Information Technology---$4,721
Fees for Services Accounting---$2,926
Interest---$2,516
Other Employee Benefits---$1,662
Travel---$794
Total Functional Expenses$0$0$0$697,001
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
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
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 8B

Committees do not have authority to act without board approval, but they document items to be submitted to the board.

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

After review by the officers of the board, the executive director approves the 990 for filing.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are not available to the public.

Filing and Contact Details

Filer

Filer Name
Yamhill County Wineries Association
EIN
93-0918717
Phone
5032972962
Address
PO BOX 25162, PORTLAND, OR 97298
Doing Business As
Willamette Valley Wineries Assoc

Signing Officer

Name
Morgen Mclaughlin
Title
Executive Director
Phone
5032972962
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morgen Mclaughlin
Formed
1986
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
0

Preparer

Firm
IRVINE & COMPANY CPA'S LLC
Address
345 NE 102ND AVE, PORTLAND, OR 97220-4108
Preparer
Paul Opperman
Phone
5032528449
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Advertising 19,688. Public relations 93,931. Auction services 83,558. Computer expense 3,805. Social media/website 2,799.

Raw XML AppendixShowing 400 of 411 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/TitleTxt12VICE PRESIDENT
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IRS990/ProgramServiceRevenueGrp/Desc0PINOT AUCTION
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2YCWA BROCHURES
IRS990/ProgramServiceRevenueGrp/Desc3MEMORIAL DAY EVENT
IRS990/ProgramServiceRevenueGrp/Desc4THANKSGIVING EVENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0590486
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1277926
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt237905
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt335875
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt429640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0590486
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1277926
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt237905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt335875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt429640
IRS990/ProgSrvcAccomActy2Grp/Desc0WINE STAR AWARD - THE ASSOCIATION REPRESENTED WILLAMETTE VALLEY, OREGON, AS THE WINNER OF WINE ENTHUSIAST'S 2016 WINE REGION OF THE YEAR. EACH YEAR, INDIVIDUALS, COMPANIES AND REGIONS THAT HAVE MADE SIGNIFICANT CONTRIBUTIONS TO THE WINE WORLD HAVE BEEN HONORED ANNUALLY BY THE EDITORS OF WINE ENTHUSIAST. TRAVEL OREGON, A STATE TOURISM AGENCY, CO-SPONSORED THE COST OF THE VIDEO PRODUCED FOR PRESENTATION AT THE AWARDS BANQUET IN JANUARY 2017.
IRS990/ProgSrvcAccomActy3Grp/Desc0WILLAMETTE: THE PINOT NOIR BARREL AUCTION - ON APRIL 2, 2016, THE ASSOCIATION PRESENTED ITS INAUGURAL ANNUAL BARREL AUCTION WHICH SHOWCASED ONE-OF-A-KIND LOTS OF HANDCRAFTED WINES FOR AN ELITE, TRADE-ONLY AUDIENCE. FUNDS CONTRIBUTED BY VARIOUS DONORS, AS WELL AS FEES PAID BY PARTICIPATING WINERY MEMBERS, WERE USED TO DEVELOP THE EVENT.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SPECIAL ADVERTISING OPPORTUNITIES FOR MEMBERS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1WINE BAGS AVAILABLE FOR WILLAMETTE VALLEY WINERIES
IRS990/ProgSrvcAccomActyOtherGrp/Desc2VINEYARD MAP AND POSTERS
IRS990/ProgSrvcAccomActyOtherGrp/Desc3MEMBERSHIP DUES
IRS990/ProgSrvcAccomActyOtherGrp/Desc4MISCELLANEOUS REVENUE RELATED TO EXEMPT FUNCTION
IRS990/ProgSrvcAccomActyOtherGrp/Desc5BROCHURE INCOME
IRS990/ProgSrvcAccomActyOtherGrp/Desc6PINOT IN THE CITY
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0105
IRS990/PYOtherExpensesAmt0369841
IRS990/PYOtherRevenueAmt03290
IRS990/PYProgramServiceRevenueAmt0583847
IRS990/PYRevenuesLessExpensesAmt0116677
IRS990/PYSalariesCompEmpBnftPaidAmt0110724
IRS990/PYTotalExpensesAmt0480565
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0597242
IRS990/ReconcilationRevenueExpnssAmt0331694
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0177214
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0508908
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
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTEES DO NOT HAVE AUTHORITY TO ACT WITHOUT BOARD APPROVAL, BUT THEY DOCUMENT ITEMS TO BE SUBMITTED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER REVIEW BY THE OFFICERS OF THE BOARD, THE EXECUTIVE DIRECTOR APPROVES THE 990 FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVERTISING 19,688. PUBLIC RELATIONS 93,931. AUCTION SERVICES 83,558. COMPUTER EXPENSE 3,805. SOCIAL MEDIA/WEBSITE 2,799.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0177214
IRS990/TotalAssetsEOYAmt0508908
IRS990/TotalAssetsGrp/BOYAmt0177214
IRS990/TotalAssetsGrp/EOYAmt0508908
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020000
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0697001
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0177214
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0508908
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt033977
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt033977
IRS990/TotalProgramServiceRevenueAmt01005809
IRS990/TotalReportableCompFromOrgAmt041189
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01008695
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01028695
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0177214
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0508908
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0794
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 25162
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097298
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.WILLAMETTEWINES.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MORGEN MCLAUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05032972962
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YAMHILL COUNTY WINERIES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0YAMH
ReturnHeader/Filer/EIN0930918717
ReturnHeader/Filer/PhoneNum05032972962
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 25162
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097298
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId032AA014EEFEA5E04DB07B5291CCC6B922F8348B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId005BF43A4FE6F807AB0537D7C19F210153984F019
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.164.29
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:38:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931304312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IRVINE & COMPANY CPA'S LLC

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.$0.51$0.16$0.35$2.01$1.79$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.15$0.13$1.57$1.80$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.15$0.36$1.04$1.40$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.15$0.73$1.37$1.26$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.15$0.62$1.28$1.30$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$2.07$2.24$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.90$1.82$0.08
2017Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$1.46$1.27$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.03$0.70$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.60$0.48$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.43$0.44$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.43$0.44$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.34
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.37$0.37$0.00
Peer Organizations

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