Civic Intelligence

Prevention Institute

990 • Fiscal year 2021 • EIN 94-3282858

Oct 01, 2020 to Sep 30, 2021 • Filed on Jun 28, 2022

Organization Profilewww.preventioninstitute.org

View Organization Page

221 Oak StreetOakland, CA 94607

(510) 444-7738

Siviq Scores

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

Liabilities / Assets

46th percentile

0.14x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.23x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

71st percentile

26%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$281,519

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

53%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$12,910,812

Up $2,493,554 (+24%) from 2020

Net Assets

Up

$11,088,978

Up $2,657,803 (+32%) from 2020

Liabilities

Down

$1,821,834

Down $164,249 (-8.3%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin71st percentile

Revenue

Up

$7,921,442

Up $2,740,506 (+53%) from 2020

Expenses

Up

$5,850,872

Up $532,604 (+10%) from 2020

Net Income

Up

$2,070,570

Up $2,207,902 (+1608%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$30M$20M$10M$0Assets 2011: $6,869,643Liabilities 2011: $2,026,191Net Assets 2011: $4,843,4522011Assets 2012: $9,445,471Liabilities 2012: $2,033,298Net Assets 2012: $7,412,1732012Assets 2013: $8,628,204Liabilities 2013: $2,049,626Net Assets 2013: $6,578,5782013Assets 2014: $10,567,946Liabilities 2014: $1,927,972Net Assets 2014: $8,639,9742014Assets 2015: $12,705,888Liabilities 2015: $2,703,445Net Assets 2015: $10,002,4432015Assets 2016: $13,068,407Liabilities 2016: $2,404,043Net Assets 2016: $10,664,3642016Assets 2017: $11,506,644Liabilities 2017: $2,359,826Net Assets 2017: $9,146,8182017Assets 2018: $11,720,480Liabilities 2018: $2,540,264Net Assets 2018: $9,180,2162018Assets 2019: $10,380,629Liabilities 2019: $1,812,122Net Assets 2019: $8,568,5072019Assets 2020: $10,417,258Liabilities 2020: $1,986,083Net Assets 2020: $8,431,1752020Assets 2021: $12,910,812Liabilities 2021: $1,821,834Net Assets 2021: $11,088,9782021Assets 2022: $17,045,393Liabilities 2022: $2,157,820Net Assets 2022: $14,887,5732022Assets 2023: $17,199,239Liabilities 2023: $1,748,933Net Assets 2023: $15,450,3062023Assets 2024: $22,473,769Liabilities 2024: $2,688,836Net Assets 2024: $19,784,9332024

Highlighted filing

2021

Assets$12,910,812
Liabilities$1,821,834
Net Assets$11,088,978
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,274,706Expenses 2011: $4,359,007Net Income 2011: -$1,084,3012011Revenue 2012: $6,340,670Expenses 2012: $4,450,132Net Income 2012: $1,890,5382012Revenue 2013: $3,579,953Expenses 2013: $4,392,214Net Income 2013: -$812,2612013Revenue 2014: $6,125,596Expenses 2014: $4,029,109Net Income 2014: $2,096,4872014Revenue 2015: $7,591,664Expenses 2015: $5,843,356Net Income 2015: $1,748,3082015Revenue 2016: $7,395,224Expenses 2016: $7,170,506Net Income 2016: $224,7182016Revenue 2017: $4,481,360Expenses 2017: $6,760,185Net Income 2017: -$2,278,8252017Revenue 2018: $6,964,009Expenses 2018: $7,026,786Net Income 2018: -$62,7772018Revenue 2019: $4,771,831Expenses 2019: $5,383,540Net Income 2019: -$611,7092019Revenue 2020: $5,180,936Expenses 2020: $5,318,268Net Income 2020: -$137,3322020Revenue 2021: $7,921,442Expenses 2021: $5,850,872Net Income 2021: $2,070,5702021Revenue 2022: $10,524,023Expenses 2022: $5,858,478Net Income 2022: $4,665,5452022Revenue 2023: $6,980,331Expenses 2023: $6,700,115Net Income 2023: $280,2162023Revenue 2024: $14,860,463Expenses 2024: $11,207,083Net Income 2024: $3,653,3802024

Highlighted filing

2021

Revenue$7,921,442
Expenses$5,850,872
Net Income$2,070,570
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jun 28, 2022
Return Version
2020v4.2
Gross Receipts
$7,968,694
Mission and Program Overview

Mission

Prevention Institute's mission is to build prevention and equity into key policies and practices to ensure that the places where all people live, work, play and learn foster health and safety, including mental health and well-being.

Through a health equity and racial justice lens, we partner with communities, local government entities, foundations, multiple sectors, and public health agencies to bring cutting-edge research, practice, strategy, and analysis to advance equitable health, safety, and wellbeing. We apply our approach to healthy equitable communities, land use, safety, systems of prevention and health equity, equitable recovery from the Covid pandemic, substance misuse prevention, and mental health and wellbeing, among other issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,131,632$4,015,180▼ $116,452
Investments in Publicly Traded Securities$3,386,655$3,892,237▲ $505,582
Savings and Temporary Cash Investments-$2,281,854-
Cash and Non-Interest-Bearing Accounts$2,016,777$1,085,177▼ $931,600
Pledges and Grants Receivable$220,689$666,151▲ $445,462
Accounts Receivable$259,817$577,432▲ $317,615
Other Notes and Loans Receivable, Net$352,837$342,368▼ $10,469
Prepaid Expenses and Deferred Charges$48,851$48,313▼ $538
Total Assets$10,417,258$12,910,812▲ $2,493,554
Other Assets Total$0$2,100▲ $2,100
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,237,813$1,162,977▼ $74,836
Accounts Payable and Accrued Expenses$456,096$352,617▼ $103,479
Other Liabilities$261,240$306,240▲ $45,000
Deferred Revenue$30,934$0▼ $30,934
Total Liabilities$1,986,083$1,821,834▼ $164,249
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,193,115$8,572,884▲ $1,379,769
Net Assets With Donor Restrictions$1,238,060$2,516,094▲ $1,278,034
Total Net Assets Fund Balance$8,431,175$11,088,978▲ $2,657,803
Total Liabilities and Net Assets / Fund Balance$10,417,258$12,910,812▲ $2,493,554

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,176,635$1,296,585$2,473,220
Land$1,978,859-$1,978,859
Buildings$838,654$687,487$1,526,141
Equipment$19,032$53,411$72,443
Other Land Buildings$2,000-$2,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel A DavisExecutive DirectorFT$244,995$36,524$281,519
Manal AboelataDeputy Executive DirectorFT$169,547$39,263$208,810
Sheila SavannahManaging DirectorFT$169,856$36,803$206,659
Dana SerlethChief Operating OfficerFT$149,857$45,339$195,196
Dana Fields-JohnsonAssociate Program DirectorFT$108,325$60,481$168,806
Sana ChehimiDirector of Policy and AdvocacyFT$141,090$9,584$150,674
Elva YanezSenior AdvisorFT$130,558$9,203$139,761
Lisa ParksAssociate Program DirectorFT$119,858$16,537$136,395
Andrea BuffaCommunications DirectorFT$126,788$8,875$135,663
Ruben CantuAssociate Program DirectorFT$108,327$15,772$124,099

Board Members and Trustees

NameTitle
Kalahn Taylor-ClarkPresident
Howard PinderhughesVice President
Barbara KrimgoldBoard Member
Lisa Cacari StoneBoard Member
Reggie MooreBoard Member
Daniel P PeralesBoard Member (End 5/21)
Natoya J Walker-MinorBoard Member (Start 10/20)
Sharon M BurneyBoard Member (Start 10/20)
Emma Sanchez-VaznaughBoard Member (Start 5/21)
Mariko LockhartBoard Member (Start 5/21)
Kitty Hsu DanaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
RTI InternationalConsulting services5625 Capital Blvd, Raleigh, NC 27616$236,341
Ersoylu ConsultingConsulting services3081 Molokai Place, Costa Mesa, CA 92626$101,250
Revenue and Support

Revenue Composition

Contributions and Grants
$7,024,511
Program Service Revenue
$783,802
Investment Income
$96,534
Other Revenue
$16,595
All Other Contributions
$4,938,899
Change in Net Assets
$2,070,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,902,907
Revenue Not Reported on Financial Statements
$18,535
Revenue Not Reported on Form 990
$634,485
Total Revenue per Audited Statements
$8,537,392
Total Revenue per Form 990
$7,921,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,184,198
Other Expenses$1,666,674
Total Fundraising Expense$94,095
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,079,968$266,663$50,035$2,396,666
Fees for Services Other$1,083,130$32,734$315$1,116,179
Current Officers, Directors, Trustees, and Key Employees$740,203$176,136$16,569$932,908
Other Employee Benefits$448,425$57,646$10,737$516,808
Payroll Taxes$209,890$31,812$4,962$246,664
Depreciation Depletion$118,962$42,668$2,815$164,445
Information Technology$113,945$16,438$2,540$132,923
Occupancy$93,239$14,039$2,203$109,481
Pension Plan Contributions$81,224$7,951$1,977$91,152
Interest$41,128$15,820$974$57,922
Fees for Services Accounting-$47,433-$47,433
Office Expenses$35,596$1,936$756$38,288
Fees for Service Investment Mgmnt Fees-$18,535-$18,535
Insurance-$10,063-$10,063
Conferences and Meetings$4,604$627-$5,231
Travel$372$487-$859
Other Expenses$9,971$-47,252$212$-47,252
Total Functional Expenses$5,060,657$696,120$94,095$5,850,872

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,879,589
Total Expenses per Form 990$5,850,872
Expenses per Audited Statements$5,832,337
Expenses Not Reported on Form 990$47,252
Expenses Not Reported on Financial Statements$18,535
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Partner payables$300,000
Tenent deposits$6,240
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 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

“A final copy of the Form 990 is provided electronically to all of the members of the Board of Directors prior to filing with the IRS. The 990 was prepared with the help of our auditing firm and reviewed, in detail, by the Finance Manager and the COO.”

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

“Board members are asked to review and re-sign the COI policy every year. Conflicts are disclosed/discussed at the time of the annual review, and board members are reminded to disclose any conflict that arises during the year.”

Form 990, Part VI, Section B, line 15

“The Board of Directors is responsible for periodically reviewing and establishing wages for the Executive Director. The organization periodically conducts wage surveys with similar non-profit organizations to ensure that wages stay in line with industry standards, in addition to consulting available published wage surveys. Form 990, Part VI, Line 15b - Compensation Review & Approval Process - Officers & Key Employees: The organization periodically conducts wage surveys with similar non-profit organizations to ensure that wages stay in line with industry standards, in addition to consulting available published wage surveys.”

Form 990, Part VI, Section C, line 19

“These forms are uploaded to Guidestar and to the State of California Registry of Charitable Trusts. All other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Prevention Institute
EIN
94-3282858
Phone
5104447738
Address
221 Oak Street, Oakland, CA 94607

Signing Officer

Name
Dana Serleth
Title
COO
Phone
5104447738
Signed
2022-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Davis
Formed
1997
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
41
Volunteers
11

Preparer

Firm
Harrington Group CPAs LLP
Address
2698 Mataro Street, Pasadena, CA 91107
Preparer
Tonetta L Conner CPA
Phone
6264036801
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Consulting: Program service expenses 1,045,650. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,045,650. Fees for service: Program service expenses 37,480. Management and general expenses 32,734. Fundraising expenses 315. Total expenses 70,529.”

Financial Statement Notes

Part X, Line 2:

“Prevention Institute is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Prevention Institute in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Prevention Institute's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.”

Part XI, Line 2D - Other Adjustments:

“Rental expenses 47,252.”

Part XII, Line 2D - Other Adjustments:

“Rental expenses 47,252.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Kalahn Taylor-Clark
IRS990/Form990PartVIISectionAGrp/PersonNm1Howard Pinderhughes
IRS990/Form990PartVIISectionAGrp/PersonNm2Kitty Hsu Dana
IRS990/Form990PartVIISectionAGrp/PersonNm3Sharon M Burney
IRS990/Form990PartVIISectionAGrp/PersonNm4Barbara Krimgold
IRS990/Form990PartVIISectionAGrp/PersonNm5Mariko Lockhart
IRS990/Form990PartVIISectionAGrp/PersonNm6Reggie Moore
IRS990/Form990PartVIISectionAGrp/PersonNm7Daniel P Perales
IRS990/Form990PartVIISectionAGrp/PersonNm8Emma Sanchez-Vaznaugh
IRS990/Form990PartVIISectionAGrp/PersonNm9Lisa Cacari Stone
IRS990/Form990PartVIISectionAGrp/PersonNm10Natoya J Walker-Minor
IRS990/Form990PartVIISectionAGrp/PersonNm11Rachel A Davis
IRS990/Form990PartVIISectionAGrp/PersonNm12Manal Aboelata
IRS990/Form990PartVIISectionAGrp/PersonNm13Dana Serleth
IRS990/Form990PartVIISectionAGrp/PersonNm14Sheila Savannah
IRS990/Form990PartVIISectionAGrp/PersonNm15Sana Chehimi
IRS990/Form990PartVIISectionAGrp/PersonNm16Elva Yanez
IRS990/Form990PartVIISectionAGrp/PersonNm17Andrea Buffa
IRS990/Form990PartVIISectionAGrp/PersonNm18Lisa Parks
IRS990/Form990PartVIISectionAGrp/PersonNm19Ruben Cantu
IRS990/Form990PartVIISectionAGrp/PersonNm20Dana Fields-Johnson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member (Start 10/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member (Start 5/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member (End 5/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member (Start 5/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member (Start 10/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Deputy Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Managing Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director of Policy and Advocacy
IRS990/Form990PartVIISectionAGrp/TitleTxt16Senior Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt17Communications Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Associate Program Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Associate Program Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Associate Program Director
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0Prevention Institute's mission is to build prevention and equity into key policies and practices to ensure that the places where all people live, work, play and learn foster health and safety, including mental health and well-being.
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IRS990/PrincipalOfficerNm0Rachel Davis
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IRS990/ProgSrvcAccomActy2Grp/Desc0Wellbeing: At Prevention Institute, our vision is that all people experience the levels of hope and aspiration, belonging and connection, trust, dignity, safety, and control of destiny that are needed for vibrant mental and behavioral health. Our work focuses on achieving good mental health outcomes, preventing trauma at a community level, addressing despair, and reducing substance misuse and addiction. Our approach emphasizes equity and racial justice, community, and upstream prevention. Accomplishments include: guided collaboratives that are changing opportunities for children and youth of color to have strong mental wellbeing; developed an online toolkit to prevent suicide and trauma during catastrophic events; released a 'Backpack' that curates community-led strategies for creating social connection; served as the co-lead for the Mental Health title of the Health Equity and Accountability Act; and asserted the importance of healing, justice, and connection for mental health through a national conference.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0430485
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt072100
IRS990/ProgSrvcAccomActy3Grp/Desc0Safety: Prevention Institute defines safety as the freedom from violence and the threat of violence that are necessary for people to thrive and live fulfilling lives. Our work addresses multiple forms of violence (e.g., school, community, intimate partner, sexual assault, and child abuse and exploitation) and the relationships between them. Our approach to ensuring that all people experience safety across the lifespan emphasizes equity and racial justice, community, and upstream prevention. Accomplishments include: We piloted a model to prevent domestic violence and promote safe relationships and centered racial justice in a public health approach to preventing violence, including releasing a new framework to advance this work and convening a peer learning series on advancing racial justice in community safety work.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0751682
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt031368
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other: In other program work, Prevention Institute provides robust training, technical assistance and consultation services as well as keynotes and other presentations. We provide training, consultation, and strategy development to state and local health departments, public health professionals, community-based organizations, and community members to build capacity to change policies, systems, and environments. Accomplishments include: elevating community voice; embedding equity to advance health, safety, and wellbeing; championing structures and systems in support of thriving, equitable communities; and supporting equity, safety, and accountability in the implementation of the American Rescue Plan Act (ARPA).
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03878
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IRS990/PYOtherRevenueAmt021699

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,910,812
Liabilities
$1,821,834
Net assets
$11,088,978
Revenue
$7,921,442
Expenses
$5,850,872
Net income
$2,070,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$2.69$19.8$14.9$11.2$3.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$1.75$15.5$6.98$6.70$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$2.16$14.9$10.5$5.86$4.67
2021Detailed filing. Detailed filing data is available for this year.$12.9$1.82$11.1$7.92$5.85$2.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$1.99$8.43$5.18$5.32$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$1.81$8.57$4.77$5.38$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$2.54$9.18$6.96$7.03$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$2.36$9.15$4.48$6.76$2.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$2.40$10.7$7.40$7.17$0.22
2015Summary only. Only limited summary data is available for this year.$12.7$2.70$10.0$7.59$5.84$1.75
2014Summary only. Only limited summary data is available for this year.$10.6$1.93$8.64$6.13$4.03$2.10
2013Summary only. Only limited summary data is available for this year.$8.63$2.05$6.58$3.58$4.39$0.81
2012Summary only. Only limited summary data is available for this year.$9.45$2.03$7.41$6.34$4.45$1.89
2011Summary only. Only limited summary data is available for this year.$6.87$2.03$4.84$3.27$4.36$1.08