Civic Intelligence

Petaluma Ecumenical Properties

990 • Fiscal year 2016 • EIN 94-2565270

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 07, 2017

Organization ProfileWWW.PEPHOUSING.ORG

View Organization Page

951 Petaluma Blvd SouthPetaluma, CA 94952

(707) 762-2336

Siviq Scores

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

Liabilities / Assets

61st percentile

0.29x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.96x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

68th percentile

8.9%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

64th percentile

$152,954

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

47th percentile

0.8%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-2.9%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$9,862,054

Up $75,687 (+0.8%) from 2015

Net Assets

Up

$6,966,089

Up $269,348 (+4.0%) from 2015

Liabilities

Down

$2,895,965

Down $193,661 (-6.3%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin68th percentile

Revenue

Down

$3,002,427

Down $88,658 (-2.9%) from 2015

Expenses

Down

$2,736,155

Down $55,787 (-2.0%) from 2015

Net Income

Down

$266,272

Down $32,871 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$30M$20M$10M$0Assets 2011: $9,037,266Liabilities 2011: $4,462,892Net Assets 2011: $4,574,3842011Assets 2012: $8,099,610Liabilities 2012: $3,228,048Net Assets 2012: $4,871,5622012Assets 2013: $8,328,444Liabilities 2013: $2,750,123Net Assets 2013: $5,578,3212013Assets 2014: $9,213,066Liabilities 2014: $2,797,487Net Assets 2014: $6,415,5792014Assets 2015: $9,786,367Liabilities 2015: $3,089,626Net Assets 2015: $6,696,7412015Assets 2016: $9,862,054Liabilities 2016: $2,895,965Net Assets 2016: $6,966,0892016Assets 2017: $10,611,930Liabilities 2017: $3,020,534Net Assets 2017: $7,591,3962017Assets 2018: $11,640,360Liabilities 2018: $3,268,843Net Assets 2018: $8,371,5172018Assets 2019: $13,589,959Liabilities 2019: $5,003,586Net Assets 2019: $8,586,3732019Assets 2020: $12,791,712Liabilities 2020: $4,022,359Net Assets 2020: $8,769,3532020Assets 2021: $20,234,372Liabilities 2021: $10,710,176Net Assets 2021: $9,524,1962021Assets 2022: $23,521,285Liabilities 2022: $11,618,042Net Assets 2022: $11,903,2432022Assets 2023: $23,359,623Liabilities 2023: $11,331,578Net Assets 2023: $12,028,0452023Assets 2024: $12,778,744Liabilities 2024: $3,561,368Net Assets 2024: $9,217,3762024

Highlighted filing

2016

Assets$9,862,054
Liabilities$2,895,965
Net Assets$6,966,089
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

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

$10M$5.0M$0Revenue 2011: $2,374,798Expenses 2011: $1,605,760Net Income 2011: $769,0382011Revenue 2012: $2,017,697Expenses 2012: $1,760,824Net Income 2012: $256,8732012Revenue 2013: $2,556,243Expenses 2013: $1,879,293Net Income 2013: $676,9502013Revenue 2014: $3,311,384Expenses 2014: $2,521,872Net Income 2014: $789,5122014Revenue 2015: $3,091,085Expenses 2015: $2,791,942Net Income 2015: $299,1432015Revenue 2016: $3,002,427Expenses 2016: $2,736,155Net Income 2016: $266,2722016Revenue 2017: $3,330,120Expenses 2017: $2,732,676Net Income 2017: $597,4442017Revenue 2018: $3,620,752Expenses 2018: $2,802,346Net Income 2018: $818,4062018Revenue 2019: $3,412,862Expenses 2019: $3,243,859Net Income 2019: $169,0032019Revenue 2020: $5,161,265Expenses 2020: $5,007,093Net Income 2020: $154,1722020Revenue 2021: $6,169,508Expenses 2021: $5,432,447Net Income 2021: $737,0612021Revenue 2022: $7,903,970Expenses 2022: $5,430,779Net Income 2022: $2,473,1912022Revenue 2023: $6,565,425Expenses 2023: $6,461,775Net Income 2023: $103,6502023Revenue 2024: $8,137,886Expenses 2024: $6,357,472Net Income 2024: $1,780,4142024

Highlighted filing

2016

Revenue$3,002,427
Expenses$2,736,155
Net Income$266,272
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 7, 2017
Return Version
2016v3.0
Gross Receipts
$3,024,964
Mission and Program Overview

Mission

Dedicated to providing quality affordable housing, housing support services, and advocacy for the low-income community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,566,572$2,487,179▼ $79,393
Other Notes and Loans Receivable, Net$1,889,853$2,016,299▲ $126,446
Savings and Temporary Cash Investments$2,682,398$1,911,969▼ $770,429
Cash and Non-Interest-Bearing Accounts$194,366$1,253,152▲ $1,058,786
Investments Program Related$482,819$503,085▲ $20,266
Investments in Publicly Traded Securities$483,031$498,759▲ $15,728
Accounts Receivable$200,827$263,785▲ $62,958
Prepaid Expenses and Deferred Charges$98,863$82,798▼ $16,065
Intangible Assets$1,969$0▼ $1,969
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$9,786,367$9,862,054▲ $75,687
Other Assets Total$1,185,669$845,028▼ $340,641
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,894,990$2,666,260▼ $228,730
Accounts Payable and Accrued Expenses$153,763$188,991▲ $35,228
Other Liabilities$40,873$40,714▼ $159
Total Liabilities$3,089,626$2,895,965▼ $193,661
Net Assets / Fund Balance
Unrestricted Net Assets$6,680,511$6,949,859▲ $269,348
Temporarily Rstr Net Assets$16,230$16,230→ $0
Total Net Assets Fund Balance$6,696,741$6,966,089▲ $269,348
Total Liabilities and Net Assets / Fund Balance$9,786,367$9,862,054▲ $75,687

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,536,670$2,639,195$4,175,865
Leasehold Improvements$250,515$508,436$758,951
Land$611,888-$611,888
Equipment$73,932$162,512$236,444
Other Land Buildings$14,174$181,373$195,547
Other Assets Org$40,711--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary StompeExec Dir/a SecrFT$146,517$6,437$152,954
Sibyl ListerFinance DirectorFT$107,493$14,540$122,033
Jim LangfordDirector of Ops.FT$107,823$5,113$112,936

Board Members and Trustees

NameTitle
Arthur CooperPresident
Richard RodkinVice President
Anna RoseDirector
Don BennettDirector
Gail TalamantezDirector
George SpragensDirector
Herb LeeDirector
Joseph TinneyDirector
Kathleen DoyleDirector
Leota FisherDirector
Sid LiptonDirector
Mary SavageSecretary
Sean PrydenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Robert W HayesArchitectural Design620 BUTTE STREET, Sausalito, CA 94965$246,883
Revenue and Support

Revenue Composition

Contributions and Grants
$931,157
Program Service Revenue
$1,876,316
Investment Income
$190,903
Other Revenue
$4,051
All Other Contributions
$218,059
Change in Net Assets
$266,272

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,024,964
Revenue Not Reported on Financial Statements
$-22,537
Revenue Not Reported on Form 990
$950,134
Other Revenue Adjustments
$-22,537
Total Revenue per Audited Statements
$3,975,098
Total Revenue per Form 990
$3,002,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,484,903
Salaries, Compensation, and Employee Benefits$1,226,252
Total Fundraising Expense$163,822
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$706,502$58,335$96,677$861,514
Occupancy$248,025$3,877$1,200$253,102
Current Officers, Directors, Trustees, and Key Employees$122,564$12,143$18,247$152,954
Depreciation Depletion$135,576$1,011-$136,587
Other Employee Benefits$102,870$7,702$12,608$123,180
Payroll Taxes$71,725$6,415$10,464$88,604
Office Expenses$74,418$6,019-$80,437
Interest$45,046$50-$45,096
Insurance$41,489$1,782-$43,271
Fees for Services Accounting$27,890$2,110-$30,000
Conferences and Meetings$24,785$2,507-$27,292
Grants to Domestic Orgs$25,000--$25,000
All Other Expenses$13,903$459$749$15,111
Other Expenses$13,159$1,179$23,877$14,338
Travel$5,116$429-$5,545
Fees for Services Legal$3,952$288-$4,240
Fees for Services Other$833$93-$926
Advertising$616$32-$648
Total Functional Expenses$2,467,902$104,431$163,822$2,736,155

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,076,965
Expenses Not Reported on Form 990$4,097,454
Total Expenses per Form 990$2,736,155
Expenses per Audited Statements$1,979,511
Expenses Not Reported on Financial Statements$756,644
Other Expense Adjustments$756,644
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caulfield Lane Senior Hsg IncPetaluma, CA501(c)(3)General Support$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,588
Fundraising Direct Expenses$22,537
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pep Gala$82,246$26,588$14,197$12,391
Total Events$82,246$26,588$22,537$4,051
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sean PrydenTreasurer/Bd MemberBank Account at BankNo-

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
Tenant Security Deposit$40,714
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 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, Line 11B: Form 990 Review Process

“There is no review process for the form 990 by the board of directors. Form 990 is reviewed by the finance director and approved and signed by the executive director.”

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

“The board of directors reviews comparable data and determines the executive director's compensation.”

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

“Board of directors reviews comparable data and determines executive directors compensation.”

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

“Documents are sent by mail or email upon request.”

Filing and Contact Details

Filer

Filer Name
Petaluma Ecumenical Properties
EIN
94-2565270
Phone
7077622336
Address
951 Petaluma Blvd South, Petaluma, CA 94952

Signing Officer

Name
Mary Stompe
Title
Exec Dir/a Secr
Signed
2017-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Cooper
Formed
1978
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
42

Preparer

Firm
Spiteri Narasky & Daley LLP
Address
1024 Country Club Dr, Moraga, CA 94556
Preparer
Claude A Persons
Phone
9253762195
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: the corporation serves as a general partner or limited partner in four limited partnerships which provide a total of 156 total units of low-income housing located in petaluma and kentfield, california.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Corporation has been granted tax-exempt status by the Internal Revenue Service under Code Section 501(c)(3) and by the California Franchise Tax Board under Code Section 23701(d). The Corporation believes that it does not have any uncertain tax positions that are material to the financial statements. The federal and state information returns for the years ending December 31, 2015, 2014, 2013 and 2012 are subject to examination by regulatory agencies, generally for three years and four years after they were filed for the federal and state returns, respectively.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Book realized gain under sale/leaseback $0 allocable shr ps exp. - netted with rev $-756644 revenue of consolidated subsidiaries $1703602”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Pep gala special event expenses $22537 expenses of consolidated subsidiaries $4074817”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Allocable shr ps exp. - netted with rev $756644”

Raw XML AppendixShowing 400 of 906 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/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXEC DIR/A SECR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF OPS.
IRS990/Form990PartVIISectionAGrp/TitleTxt15FINANCE DIRECTOR
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt055658
IRS990/FundraisingDirectExpensesAmt022537
IRS990/FundraisingGrossIncomeAmt026588
IRS990/GainOrLossGrp/OtherAmt03700
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt025000
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InsuranceGrp/TotalAmt043271
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IRS990/InterestGrp/TotalAmt045096
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IRS990/LandBldgEquipCostOrOtherBssAmt05978695
IRS990/LegalDomicileStateCd0CA
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DEDICATED TO PROVIDING QUALITY AFFORDABLE HOUSING, HOUSING SUPPORT SERVICES, AND ADVOCACY FOR THE LOW-INCOME COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02666260
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IRS990/NetAssetsOrFundBalancesEOYAmt06966089
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03700
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03076
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IRS990/OccupancyGrp/ProgramServicesAmt0248025
IRS990/OccupancyGrp/TotalAmt0253102
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IRS990/OfficeExpensesGrp/ProgramServicesAmt074418
IRS990/OfficeExpensesGrp/TotalAmt080437
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01185669
IRS990/OtherAssetsTotalGrp/EOYAmt0845028
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012608
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07702
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0102870
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0123180
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IRS990/OtherExpensesGrp/Desc2COMMUNITY RELATIONS
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IRS990/OtherExpensesGrp/ProgramServicesAmt147749
IRS990/OtherExpensesGrp/ProgramServicesAmt240
IRS990/OtherExpensesGrp/ProgramServicesAmt313159
IRS990/OtherExpensesGrp/TotalAmt0756644
IRS990/OtherExpensesGrp/TotalAmt147749
IRS990/OtherExpensesGrp/TotalAmt223917
IRS990/OtherExpensesGrp/TotalAmt314338
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058335
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0706502
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06415
IRS990/PayrollTaxesGrp/ProgramServicesAmt071725
IRS990/PayrollTaxesGrp/TotalAmt088604
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt082798
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IRS990/ProgramServiceRevenueGrp/Desc0ALLOCABLE SHARE PS RENTS
IRS990/ProgramServiceRevenueGrp/Desc1DEVELOPMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc3PROPERTY MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc4TENANT RENTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1563750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29634
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3409254
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4455841

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,862,054
Liabilities
$2,895,965
Net assets
$6,966,089
Revenue
$3,002,427
Expenses
$2,736,155
Net income
$266,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.8$3.56$9.22$8.14$6.36$1.78
2023Detailed filing. Detailed filing data is available for this year.$23.4$11.3$12.0$6.57$6.46$0.10
2022Detailed filing. Detailed filing data is available for this year.$23.5$11.6$11.9$7.90$5.43$2.47
2021Detailed filing. Detailed filing data is available for this year.$20.2$10.7$9.52$6.17$5.43$0.74
2020Detailed filing. Detailed filing data is available for this year.$12.8$4.02$8.77$5.16$5.01$0.15
2019Detailed filing. Detailed filing data is available for this year.$13.6$5.00$8.59$3.41$3.24$0.17
2018Detailed filing. Detailed filing data is available for this year.$11.6$3.27$8.37$3.62$2.80$0.82
2017Detailed filing. Detailed filing data is available for this year.$10.6$3.02$7.59$3.33$2.73$0.60
2016Detailed filing. Detailed filing data is available for this year.$9.86$2.90$6.97$3.00$2.74$0.27
2015Detailed filing. Detailed filing data is available for this year.$9.79$3.09$6.70$3.09$2.79$0.30
2014Detailed filing. Detailed filing data is available for this year.$9.21$2.80$6.42$3.31$2.52$0.79
2013Detailed filing. Detailed filing data is available for this year.$8.33$2.75$5.58$2.56$1.88$0.68
2012Summary only. Only limited summary data is available for this year.$8.10$3.23$4.87$2.02$1.76$0.26
2011Summary only. Only limited summary data is available for this year.$9.04$4.46$4.57$2.37$1.61$0.77