Civic Intelligence

Roxbury Weston Programs Inc.

990 • Fiscal year 2018 • EIN 04-2394519

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 23, 2019

349 Boston Post RoadWeston, MA 02493

(781) 718-4344

Siviq Scores

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

Liabilities / Assets

80th percentile

0.12x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.16x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

34th percentile

-2.8%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-7.4%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

4.5%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$356,744

Down $28,302 (-7.4%) from 2017

Net Assets

Down

$313,399

Down $7,567 (-2.4%) from 2017

Liabilities

Down

$43,345

Down $20,735 (-32%) from 2017

Revenue

Up

$269,746

Up $11,503 (+4.5%) from 2017

Expenses

Down

$277,310

Down $4,971 (-1.8%) from 2017

Net Income

Up

-$7,564

Up $16,474 (+69%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $273,298Liabilities 2011: $10,889Net Assets 2011: $262,4092011Assets 2012: $250,898Liabilities 2012: $20,644Net Assets 2012: $230,2542012Assets 2013: $248,998Liabilities 2013: $8,175Net Assets 2013: $240,8232013Assets 2014: $293,087Liabilities 2014: $20,824Net Assets 2014: $272,2632014Assets 2015: $333,467Liabilities 2015: $17,483Net Assets 2015: $315,9842015Assets 2016: $393,649Liabilities 2016: $48,645Net Assets 2016: $345,0042016Assets 2017: $385,046Liabilities 2017: $64,080Net Assets 2017: $320,9662017Assets 2018: $356,744Liabilities 2018: $43,345Net Assets 2018: $313,3992018Assets 2019: $384,718Liabilities 2019: $86,502Net Assets 2019: $298,2162019Assets 2020: $355,111Liabilities 2020: $44,992Net Assets 2020: $310,1192020Assets 2022: $399,469Liabilities 2022: $27,847Net Assets 2022: $371,6222022Assets 2023: $439,016Liabilities 2023: $43,525Net Assets 2023: $395,4912023Assets 2024: $491,872Liabilities 2024: $41,639Net Assets 2024: $450,2332024Assets 2025: $510,690Liabilities 2025: $34,395Net Assets 2025: $476,2952025

Highlighted filing

2018

Assets$356,744
Liabilities$43,345
Net Assets$313,399

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $220,6352011Expenses 2012: $247,1742012Revenue 2013: $244,682Expenses 2013: $234,113Net Income 2013: $10,5692013Revenue 2014: $300,703Expenses 2014: $269,265Net Income 2014: $31,4382014Revenue 2015: $319,589Expenses 2015: $275,866Net Income 2015: $43,7232015Revenue 2016: $307,323Expenses 2016: $278,303Net Income 2016: $29,0202016Revenue 2017: $258,243Expenses 2017: $282,281Net Income 2017: -$24,0382017Revenue 2018: $269,746Expenses 2018: $277,310Net Income 2018: -$7,5642018Revenue 2019: $282,784Expenses 2019: $297,964Net Income 2019: -$15,1802019Revenue 2020: $305,691Expenses 2020: $293,786Net Income 2020: $11,9052020Revenue 2022: $441,297Expenses 2022: $357,735Net Income 2022: $83,5622022Revenue 2023: $394,166Expenses 2023: $370,297Net Income 2023: $23,8692023Revenue 2024: $437,485Expenses 2024: $382,743Net Income 2024: $54,7422024Revenue 2025: $408,981Expenses 2025: $382,919Net Income 2025: $26,0622025

Highlighted filing

2018

Revenue$269,746
Expenses$277,310
Net Income-$7,564
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 23, 2019
Return Version
2017v2.3
Gross Receipts
$269,850
Mission and Program Overview

Mission

Teaching children of diverse racial and cultural backgrounds to expand the limits of their neighborhood and to open the doors to better communications between children and adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$273,303$348,727▲ $75,424
Investments Other Securities$100,000--
Prepaid Expenses and Deferred Charges$4,786$3,502▼ $1,284
Land, Buildings, and Equipment, Net$4,341$3,213▼ $1,128
Accounts Receivable$1,905$1,302▼ $603
Savings and Temporary Cash Investments$711$0▼ $711
Total Assets$385,046$356,744▼ $28,302
Liabilities
Deferred Revenue$58,485$38,050▼ $20,435
Accounts Payable and Accrued Expenses$5,595$5,295▼ $300
Total Liabilities$64,080$43,345▼ $20,735
Net Assets / Fund Balance
Unrestricted Net Assets$220,966$213,399▼ $7,567
Permanently Rstr Net Assets$100,000$100,000→ $0
Total Net Assets Fund Balance$320,966$313,399▼ $7,567
Total Liabilities and Net Assets / Fund Balance$385,046$356,744▼ $28,302

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,213$56,099$59,312

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$100,000-→ $0-$100,000
2016$100,000-▲ $31-$100,000
2015$100,000-▲ $32-$100,000
2014$100,000-▲ $15-$100,000
2013$100,000-▲ $23-$100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kait WhitworthPresident and Trustee
Ingrid MansfieldDirector
ELIZABETH O'CONNELLSecretary and Trustee
Tim NickelTreasurer and Trustee
Alix MackeyTrustee
Angel PortellaTrustee
Daniela VazquezTrustee
Henry KasdonTrustee
Kelly KomolaTrustee
Mike NurczynskiTrustee
Taneyri Sanchez-dejesusTrustee
Veronica ArguetaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$73,518
Program Service Revenue
$195,821
Investment Income
$407
Other Revenue
$0
All Other Contributions
$65,402
Change in Net Assets
$-7,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$200,555
Other Expenses$76,755
Total Fundraising Expense$1,009
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$171,648$12,469-$184,117
Payroll Taxes$13,257$1,016-$14,273
Office Expenses$2,361$2,648$1,009$6,018
Fees for Services Accounting-$5,065-$5,065
Occupancy$4,431--$4,431
Insurance-$4,040-$4,040
Fees for Services Other$1,005$2,003-$3,008
Other Employee Benefits-$2,165-$2,165
All Other Expenses$1,672--$1,672
Other Expenses$1,395--$1,395
Depreciation Depletion$1,128--$1,128
Advertising-$671-$671
Information Technology-$412-$412
Total Functional Expenses$245,812$30,489$1,009$277,310
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$104
Fundraising Gross Income$104
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
Yes
Audit committee
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
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 B, Line 11B

A copy of the form 990 is circulated among the governing board prior to filing. No other formal review process is in place.

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

The compensation committee of the governing body discuss and approve the wages of teachers after review of comparable wage levels in the area

Form 990, Part VI, Section C, Line 19

Articles of organization are posted to the web site of the secretary of the commonwealth of massachusetts. Form 990 and annual financial statements are posted to the web site of the division of public charities of the commonwealth of massachusetts

Filing and Contact Details

Filer

Filer Name
Roxbury Weston Programs Inc
EIN
04-2394519
Phone
7817184344
Address
349 BOSTON POST ROAD, WESTON, MA 02493

Signing Officer

Name
Kait Whitworth
Title
President
Phone
7817184344
Signed
2019-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kait Whitworth
Formed
1966
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Tisdale CPA
Address
71 JUNCTION SQUARE, CONCORD, MA 01742
Preparer
George L Tisdale
Phone
9783695585
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -3.

Form 990 Part XII Line 2C

The school continues to monitor the activities of its outside accountant and oversees the completion of the reviewed financial statements nd tax filings on an annual basis.

Financial Statement Notes

PART V, LINE 4:

Scholrships for needy students

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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/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0PROG.SERV.REVENUE-RELA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0195821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0195821
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt075454
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0245
IRS990/PYOtherExpensesAmt050292
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0182544
IRS990/PYRevenuesLessExpensesAmt0-24038
IRS990/PYSalariesCompEmpBnftPaidAmt0231989
IRS990/PYTotalExpensesAmt0282281
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0258243
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-7564
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0195821
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0711
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt032
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt015
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt023
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03213
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt056099
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt059312
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLRSHIPS FOR NEEDY STUDENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03213
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT KEEP RECORDS OF RACIAL COMPOSTION
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS CIRCULATED AMONG THE GOVERNING BOARD PRIOR TO FILING. NO OTHER FORMAL REVIEW PROCESS IS IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPENSATION COMMITTEE OF THE GOVERNING BODY DISCUSS AND APPROVE THE WAGES OF TEACHERS AFTER REVIEW OF COMPARABLE WAGE LEVELS IN THE AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ARTICLES OF ORGANIZATION ARE POSTED TO THE WEB SITE OF THE SECRETARY OF THE COMMONWEALTH OF MASSACHUSETTS. FORM 990 AND ANNUAL FINANCIAL STATEMENTS ARE POSTED TO THE WEB SITE OF THE DIVISION OF PUBLIC CHARITIES OF THE COMMONWEALTH OF MASSACHUSETTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING -3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL CONTINUES TO MONITOR THE ACTIVITIES OF ITS OUTSIDE ACCOUNTANT AND OVERSEES THE COMPLETION OF THE REVIEWED FINANCIAL STATEMENTS ND TAX FILINGS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0385046
IRS990/TotalAssetsEOYAmt0356744
IRS990/TotalAssetsGrp/BOYAmt0385046
IRS990/TotalAssetsGrp/EOYAmt0356744
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt073518
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01009
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030489
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0245812
IRS990/TotalFunctionalExpensesGrp/TotalAmt0277310
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt064080
IRS990/TotalLiabilitiesEOYAmt043345
IRS990/TotalLiabilitiesGrp/BOYAmt064080
IRS990/TotalLiabilitiesGrp/EOYAmt043345
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0320966
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0313399
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0245812
IRS990/TotalProgramServiceRevenueAmt0195821
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0407
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0195821
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0269746
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0385046
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0356744
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0220966
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0213399
IRS990/USAddress/AddressLine1Txt0349 BOSTON POST ROAD
IRS990/USAddress/CityNm0WESTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002493

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.34$4.76$4.09$3.83$0.26
2024Detailed filing. Detailed filing data is available for this year.$4.92$0.42$4.50$4.37$3.83$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.44$3.95$3.94$3.70$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.28$3.72$4.41$3.58$0.84
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.45$3.10$3.06$2.94$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.87$2.98$2.83$2.98$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.43$3.13$2.70$2.77$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.64$3.21$2.58$2.82$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.49$3.45$3.07$2.78$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.17$3.16$3.20$2.76$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.21$2.72$3.01$2.69$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.08$2.41$2.45$2.34$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.21$2.30$2.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.11$2.62$2.21