Civic Intelligence

Access Technologies Inc.

990 • Fiscal year 2021 • EIN 94-3218650

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 11, 2022

2225 Lancaster Drive NESalem, OR 97305

(503) 361-1201

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,854,648

Up $215,631 (+13%) from 2020

Net Assets

Up

$1,829,452

Up $222,449 (+14%) from 2020

Liabilities

Down

$25,196

Down $6,818 (-21%) from 2020

Revenue And Expenses

Revenue

Up

$888,427

Up $160,870 (+22%) from 2020

Expenses

Up

$740,022

Up $89,383 (+14%) from 2020

Net Income

Up

$148,405

Up $71,487 (+93%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $619,204Liabilities 2011: $94,962Net Assets 2011: $524,2422011Assets 2012: $617,692Liabilities 2012: $43,123Net Assets 2012: $574,5692012Assets 2013: $810,097Liabilities 2013: $49,840Net Assets 2013: $760,2572013Assets 2014: $910,587Liabilities 2014: $36,967Net Assets 2014: $873,6202014Assets 2015: $1,068,441Liabilities 2015: $8,796Net Assets 2015: $1,059,6452015Assets 2016: $1,184,135Liabilities 2016: $11,685Net Assets 2016: $1,172,4502016Assets 2017: $1,288,895Liabilities 2017: $12,544Net Assets 2017: $1,276,3512017Assets 2018: $1,391,867Liabilities 2018: $13,866Net Assets 2018: $1,378,0012018Assets 2019: $1,549,784Liabilities 2019: $15,127Net Assets 2019: $1,534,6572019Assets 2020: $1,639,017Liabilities 2020: $32,014Net Assets 2020: $1,607,0032020Assets 2021: $1,854,648Liabilities 2021: $25,196Net Assets 2021: $1,829,4522021Assets 2022: $1,813,266Liabilities 2022: $20,603Net Assets 2022: $1,792,6632022Assets 2023: $2,788,094Liabilities 2023: $896,148Net Assets 2023: $1,891,9462023Assets 2024: $2,967,975Liabilities 2024: $880,905Net Assets 2024: $2,087,0702024

Highlighted filing

2021

Assets$1,854,648
Liabilities$25,196
Net Assets$1,829,452

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2011: $603,481Expenses 2011: $602,237Net Income 2011: $1,2442011Revenue 2012: $530,194Expenses 2012: $479,867Net Income 2012: $50,3272012Revenue 2013: $712,874Expenses 2013: $527,186Net Income 2013: $185,6882013Revenue 2014: $584,036Expenses 2014: $477,357Net Income 2014: $106,6792014Revenue 2015: $675,185Expenses 2015: $502,911Net Income 2015: $172,2742015Revenue 2016: $646,951Expenses 2016: $554,633Net Income 2016: $92,3182016Revenue 2017: $653,880Expenses 2017: $571,204Net Income 2017: $82,6762017Revenue 2018: $723,555Expenses 2018: $627,024Net Income 2018: $96,5312018Revenue 2019: $760,002Expenses 2019: $611,783Net Income 2019: $148,2192019Revenue 2020: $727,557Expenses 2020: $650,639Net Income 2020: $76,9182020Revenue 2021: $888,427Expenses 2021: $740,022Net Income 2021: $148,4052021Revenue 2022: $1,009,207Expenses 2022: $967,487Net Income 2022: $41,7202022Revenue 2023: $1,050,147Expenses 2023: $936,590Net Income 2023: $113,5572023Revenue 2024: $907,903Expenses 2024: $812,546Net Income 2024: $95,3572024

Highlighted filing

2021

Revenue$888,427
Expenses$740,022
Net Income$148,405
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 11, 2022
Return Version
2020v4.2
Gross Receipts
$992,934
Mission and Program Overview

Mission

To assist persons with disabilities in oregon through securing and effectively using technologies to assist them in their life needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$970,451$1,092,811▲ $122,360
Investments in Publicly Traded Securities$318,506$406,426▲ $87,920
Cash and Non-Interest-Bearing Accounts$83,399$154,942▲ $71,543
Land, Buildings, and Equipment, Net$131,163$124,393▼ $6,770
Pledges and Grants Receivable$84,150$33,322▼ $50,828
Inventories for Sale or Use$44,454$31,043▼ $13,411
Accounts Receivable$6,894$11,711▲ $4,817
Total Assets$1,639,017$1,854,648▲ $215,631
Liabilities
Accounts Payable and Accrued Expenses$32,014$25,196▼ $6,818
Total Liabilities$32,014$25,196▼ $6,818
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,543,697$1,738,441▲ $194,744
Net Assets With Donor Restrictions$63,306$91,011▲ $27,705
Total Net Assets Fund Balance$1,607,003$1,829,452▲ $222,449
Total Liabilities and Net Assets / Fund Balance$1,639,017$1,854,648▲ $215,631

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,162$82,847$111,009
Leasehold Improvements$96,231$11,356$107,587
Other Land Buildings$0$41,700$41,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie BrooksPresident/secretaryFT$78,692$17,716$96,408

Board Members and Trustees

NameTitle
Jefff HowellChairman
Davey HulseMember
Eric WellsMember
Ricardo MansurMember
Roy GathercoalMember
Susan McnaughtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$743,938
Program Service Revenue
$73,335
Investment Income
$16,236
Other Revenue
$54,918
All Other Contributions
$12
Change in Net Assets
$148,405

Audited Revenue Reconciliation

Revenue per Audited Statements
$888,427
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$178,551
Total Revenue per Audited Statements
$1,066,978
Total Revenue per Form 990
$888,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$371,701
Salaries, Compensation, and Employee Benefits$368,321
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$238,737$11,193-$249,930
Other Salaries and Wages$176,287$20,071-$196,358
Current Officers, Directors, Trustees, and Key Employees$75,138$3,034-$78,172
Other Employee Benefits$44,085$2,164-$46,249
Office Expenses$22,262$10,640-$32,902
Payroll Taxes$21,436$3,206-$24,642
Fees for Services Accounting$19,187$5,221-$24,408
Pension Plan Contributions$20,655$2,245-$22,900
Advertising$20,377$1,647-$22,024
Depreciation Depletion-$15,327-$15,327
Travel$8,378$1,933-$10,311
Insurance$7,352$1,803-$9,155
Other Expenses$447$173-$620
Total Functional Expenses$661,282$78,740$0$740,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$844,529
Expenses per Audited Statements$740,022
Total Expenses per Form 990$740,022
Expenses Not Reported on Form 990$104,507
Expenses Not Reported on Financial Statements$0
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

The informational form 990 is discussed and reviewed at a board meeting prior to filing.

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

Board member shall fully disclose the specific nature of any potential conflict of interest on matters being considered by the board. Board of directors and officers are required to disclose interests that could give rise to conflicts during the annual board of directors meeting. The ati president reviews conflict of interest statements from all members and discusses any changes in interests that could potentially become conflict prior to annual board of directors meeting.

Form 990, Part VI, Section B, Line 15

Compensation is discussed and approved by the board of directors at the annual board of directors meeting.

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.

Filing and Contact Details

Filer

Filer Name
Access Technologies Inc
EIN
94-3218650
Phone
5033611201
Address
2225 LANCASTER DRIVE NE, SALEM, OR 97305

Signing Officer

Name
Jeff Howell
Title
Board Chair
Phone
5033611201
Signed
2022-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Howell
Formed
1994
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
0

Preparer

Firm
Singerlewak Llp
Address
1255 LEE ST SE SUITE 210, SALEM, OR 97302
Preparer
Kathy Wilson
Phone
5035857751
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Management has analyzed the tax positions taken by the organization, and has concluded that, as of september 30, 2021, there are no uncertain positions taken or expected to be taken that would require recognition of liability or disclosure in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

MERCHANDISE COSTS

PART XII, LINE 2D - OTHER ADJUSTMENTS:

MERCHANDISE COSTS

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0512120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02943872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017186
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0122447
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96010
IRS990ScheduleA/PublicSupportPY170Pct00.95650
IRS990ScheduleA/PublicSupportTotal170Amt02943872
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0743938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0574530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0584469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0528815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0512120
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02943872
IRS990ScheduleA/TotalSupportAmt03066319
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt028162
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082847
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0111009
IRS990ScheduleD/ExpensesNotReportedAmt0104507
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0740022
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt096231
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011356
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0107587
IRS990ScheduleD/NetUnrealizedGainsInvstAmt074044
IRS990ScheduleD/OtherExpensesIncludedAmt0104507
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041700
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041700
IRS990ScheduleD/OtherRevenueAmt0104507
IRS990ScheduleD/RevenueNotReportedAmt0178551
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0888427
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MERCHANDISE COSTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MERCHANDISE COSTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0740022
IRS990ScheduleD/TotalRevenuePerForm990Amt0888427
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01066978
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INFORMATIONAL FORM 990 IS DISCUSSED AND REVIEWED AT A BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBER SHALL FULLY DISCLOSE THE SPECIFIC NATURE OF ANY POTENTIAL CONFLICT OF INTEREST ON MATTERS BEING CONSIDERED BY THE BOARD. BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS DURING THE ANNUAL BOARD OF DIRECTORS MEETING. THE ATI PRESIDENT REVIEWS CONFLICT OF INTEREST STATEMENTS FROM ALL MEMBERS AND DISCUSSES ANY CHANGES IN INTERESTS THAT COULD POTENTIALLY BECOME CONFLICT PRIOR TO ANNUAL BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS DISCUSSED AND APPROVED BY THE BOARD OF DIRECTORS AT THE ANNUAL BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01639017
IRS990/TotalAssetsGrp/EOYAmt01854648
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0743938
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078740
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0661282
IRS990/TotalFunctionalExpensesGrp/TotalAmt0740022
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt032014
IRS990/TotalLiabilitiesGrp/EOYAmt025196
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01607003
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01829452
IRS990/TotalOtherCompensationAmt017716
IRS990/TotalProgramServiceExpensesAmt0661282
IRS990/TotalProgramServiceRevenueAmt073335
IRS990/TotalReportableCompFromOrgAmt078692
IRS990/TotalRevenueGrp/ExclusionAmt016236
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0128253
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0888427
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01854648
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01933
IRS990/TravelGrp/ProgramServicesAmt08378
IRS990/TravelGrp/TotalAmt010311
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02225 LANCASTER DRIVE NE
IRS990/USAddress/CityNm0SALEM
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097305
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ACCESSTECHNOLOGIESINC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF HOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05033611201
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACCESS TECHNOLOGIES INC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.88$2.09$0.91$0.81$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.90$1.89$1.05$0.94$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.02$1.79$1.01$0.97$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.03$1.83$0.89$0.74$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.03$1.61$0.73$0.65$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.02$1.53$0.76$0.61$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.72$0.63$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.01$1.28$0.65$0.57$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.65$0.55$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.68$0.50$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.04$0.87$0.58$0.48$0.11
2013Summary only. Only limited summary data is available for this year.$0.81$0.05$0.76$0.71$0.53$0.19
2012Summary only. Only limited summary data is available for this year.$0.62$0.04$0.57$0.53$0.48$0.05
2011Summary only. Only limited summary data is available for this year.$0.62$0.09$0.52$0.60$0.60$0.00