Civic Intelligence

Roxbury Weston Programs Inc.

990 • Fiscal year 2022 • EIN 04-2394519

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

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

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$62,261

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

59th percentile

20%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Up

$399,469

Up $44,358 (+12%) from 2020

Net Assets

Up

$371,622

Up $61,503 (+20%) from 2020

Liabilities

Down

$27,847

Down $17,145 (-38%) from 2020

Revenue

Up

$441,297

Up $135,606 (+44%) from 2020

Expenses

Up

$357,735

Up $63,949 (+22%) from 2020

Net Income

Up

$83,562

Up $71,657 (+602%) from 2020

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

2022

Assets$399,469
Liabilities$27,847
Net Assets$371,622

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

2022

Revenue$441,297
Expenses$357,735
Net Income$83,562
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$441,297
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$246,397$293,370▲ $46,973
Investments Other Securities$100,000$100,000→ $0
Accounts Receivable$0$3,809▲ $3,809
Prepaid Expenses and Deferred Charges$2,540$2,290▼ $250
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$348,937$399,469▲ $50,532
Liabilities
Unsecured Notes Loans Payable$38,992--
Deferred Revenue$14,485$22,947▲ $8,462
Accounts Payable and Accrued Expenses$7,400$4,900▼ $2,500
Total Liabilities$60,877$27,847▼ $33,030
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$188,060$271,622▲ $83,562
Net Assets With Donor Restrictions$100,000$100,000→ $0
Total Net Assets Fund Balance$288,060$371,622▲ $83,562
Total Liabilities and Net Assets / Fund Balance$348,937$399,469▲ $50,532

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$59,615$59,615
Other Securities$100,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$100,000---$100,000
2020$100,000---$100,000
2019$100,000---$100,000
2018$100,000---$100,000
2017$100,000---$100,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robin LevinDirector and TrusteeFT$62,261$62,261
Angel PortellaTrustee-$19,163$19,163

Board Members and Trustees

NameTitle
Molly GerrityPresident and Trustee
Jennifer GomesTrustee and Vice President
Kirmara EstradaTrustee and Vice President
Natacsh DouhittTrustee and Vice President
Barbara PykeSecretary and Trustee
Jessica DuncanTreasurer and Trustee
Amy GrimmTrustee
Andy BreinerTrustee
Arielle NurczynskiTrustee
Gaylin BloomTrustee
Henry KasdonTrustee
Jessica DuncanTrustee and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$185,435
Program Service Revenue
$255,825
Investment Income
$37
Other Revenue
$0
All Other Contributions
$185,435
Change in Net Assets
$83,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$245,438
Other Expenses$112,297
Total Fundraising Expense$648
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$212,698$12,724-$225,422
Payroll Taxes$15,562$1,738-$17,300
Office Expenses$4,980$4,752$648$10,380
Fees for Services Accounting-$8,500-$8,500
Fees for Services Other$675$7,305-$7,980
Occupancy$6,420--$6,420
Insurance-$4,463-$4,463
Information Technology-$4,014-$4,014
Other Employee Benefits$2,716--$2,716
Advertising-$962-$962
Other Expenses$351--$351
Depreciation Depletion$303--$303
Total Functional Expenses$312,629$44,458$648$357,735
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
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
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
Molly Gerrity
Title
President
Phone
7817184344
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Molly Gerrity
Formed
1966
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
9
Volunteers
0

Preparer

Firm
George Tisdale CPA
Address
335 COMMONWEALTH AVE, CONCORD, MA 01742
Preparer
George Tisdale
Phone
9783695585
Supplemental Narrative

Additional Explanations

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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IRS990/OtherExpensesGrp/TotalAmt3351
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012724
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0212698
IRS990/OtherSalariesAndWagesGrp/TotalAmt0225422
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01738
IRS990/PayrollTaxesGrp/ProgramServicesAmt015562
IRS990/PayrollTaxesGrp/TotalAmt017300
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02540
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02290
IRS990/PrincipalOfficerNm0MOLLY GERRITY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0PROG.SERV.REVENUE-RELA
IRS990/ProgramServiceRevenueGrp/Desc1PPP LOAN FORGIVENESS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0216833
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138992
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0216833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138992
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0174741
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0171
IRS990/PYOtherExpensesAmt091345
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt095593
IRS990/PYRevenuesLessExpensesAmt0-22059
IRS990/PYSalariesCompEmpBnftPaidAmt0201219
IRS990/PYTotalExpensesAmt0292564
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0270505
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt083562
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0216833
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt059615
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt059615
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0100000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS-OTH SECS(DETAIL)-990
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLRSHIPS FOR NEEDY STUDENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0100000
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/ExplanationTxt3THE 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 XII LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0348937
IRS990/TotalAssetsEOYAmt0399469
IRS990/TotalAssetsGrp/BOYAmt0348937
IRS990/TotalAssetsGrp/EOYAmt0399469
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0185435
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0648
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044458
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0312629
IRS990/TotalFunctionalExpensesGrp/TotalAmt0357735
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060877
IRS990/TotalLiabilitiesEOYAmt027847
IRS990/TotalLiabilitiesGrp/BOYAmt060877
IRS990/TotalLiabilitiesGrp/EOYAmt027847
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0288060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0371622
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0312629
IRS990/TotalProgramServiceRevenueAmt0255825
IRS990/TotalReportableCompFromOrgAmt081424
IRS990/TotalRevenueGrp/ExclusionAmt037
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0255825
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0441297
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0348937
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0399469
IRS990/TotReportableCompRltdOrgAmt00

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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