Civic Intelligence

Benevolent & Protective Order of Elks of the USA

990 • Fiscal year 2021 • EIN 14-0499773

Apr 01, 2020 to Mar 31, 2021 • Filed on Jun 01, 2021

29 Overocker RdPoughkeepsie, NY 12569

(845) 454-6660

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.12x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.23x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$6,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Asset Growth

6th percentile

-8.7%

Faster asset growth than 6% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-42%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$622,298

Down $59,160 (-8.7%) from 2020

Net Assets

Down

$548,075

Down $66,999 (-11%) from 2020

Liabilities

Up

$74,223

Up $7,839 (+12%) from 2020

Revenue

Down

$325,287

Down $230,924 (-42%) from 2020

Expenses

Down

$392,286

Down $139,402 (-26%) from 2020

Net Income

Down

-$66,999

Down $91,522 (-373%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $610,538Liabilities 2012: $105,542Net Assets 2012: $504,9962012Assets 2013: $623,725Liabilities 2013: $145,378Net Assets 2013: $478,3472013Assets 2014: $572,167Liabilities 2014: $21,902Net Assets 2014: $550,2652014Assets 2015: $537,570Liabilities 2015: $138,477Net Assets 2015: $399,0932015Assets 2016: $550,504Liabilities 2016: $172,564Net Assets 2016: $377,9402016Assets 2017: $635,383Liabilities 2017: $91,805Net Assets 2017: $543,5782017Assets 2018: $672,886Liabilities 2018: $117,317Net Assets 2018: $555,5692018Assets 2019: $673,241Liabilities 2019: $82,690Net Assets 2019: $590,5512019Assets 2020: $681,458Liabilities 2020: $66,384Net Assets 2020: $615,0742020Assets 2021: $622,298Liabilities 2021: $74,223Net Assets 2021: $548,0752021Assets 2022: $602,328Liabilities 2022: $67,842Net Assets 2022: $534,4862022Assets 2023: $650,679Liabilities 2023: $87,195Net Assets 2023: $563,4842023Assets 2024: $633,284Liabilities 2024: $98,677Net Assets 2024: $534,6072024Assets 2025: $644,896Liabilities 2025: $126,823Net Assets 2025: $518,0732025

Highlighted filing

2021

Assets$622,298
Liabilities$74,223
Net Assets$548,075

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $482,077Expenses 2012: $488,986Net Income 2012: -$6,9092012Revenue 2013: $434,418Expenses 2013: $461,067Net Income 2013: -$26,6492013Revenue 2014: $495,993Expenses 2014: $424,075Net Income 2014: $71,9182014Revenue 2015: $432,960Expenses 2015: $459,797Net Income 2015: -$26,8372015Revenue 2016: $416,999Expenses 2016: $438,152Net Income 2016: -$21,1532016Revenue 2017: $502,676Expenses 2017: $411,866Net Income 2017: $90,8102017Revenue 2018: $632,194Expenses 2018: $585,860Net Income 2018: $46,3342018Revenue 2019: $598,393Expenses 2019: $563,411Net Income 2019: $34,9822019Revenue 2020: $556,211Expenses 2020: $531,688Net Income 2020: $24,5232020Revenue 2021: $325,287Expenses 2021: $392,286Net Income 2021: -$66,9992021Revenue 2022: $342,230Expenses 2022: $355,819Net Income 2022: -$13,5892022Revenue 2023: $480,018Expenses 2023: $451,677Net Income 2023: $28,3412023Revenue 2024: $436,621Expenses 2024: $433,947Net Income 2024: $2,6742024Revenue 2025: $532,442Expenses 2025: $543,003Net Income 2025: -$10,5612025

Highlighted filing

2021

Revenue$325,287
Expenses$392,286
Net Income-$66,999
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jun 1, 2021
Return Version
2020v4.0
Gross Receipts
$516,660
Mission and Program Overview

Mission

To continue the fraternal society of the benevolent & protective order of the elks

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$333,398$298,094▼ $35,304
Land, Buildings, and Equipment, Net$302,472$291,345▼ $11,127
Prepaid Expenses and Deferred Charges$21,565$17,626▼ $3,939
Inventories for Sale or Use$24,023$15,233▼ $8,790
Total Assets$681,458$622,298▼ $59,160
Liabilities
Deferred Revenue$60,071$71,105▲ $11,034
Accounts Payable and Accrued Expenses$4,448$1,760▼ $2,688
Other Liabilities$1,865$1,358▼ $507
Total Liabilities$66,384$74,223▲ $7,839
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$583,994$520,973▼ $63,021
Net Assets With Donor Restrictions$31,080$27,102▼ $3,978
Total Net Assets Fund Balance$615,074$548,075▼ $66,999
Total Liabilities and Net Assets / Fund Balance$681,458$622,298▼ $59,160

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$192,831$996,295$1,189,126
Other Land Buildings-$284,784$284,784
Land$59,862-$59,862
Leasehold Improvements$36,732$2,404$39,136
Equipment$1,920$35,199$37,119
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Raymond StrohmSecretaryPT$6,500$6,500
Jean JichaLoyal Knight-$2,371$2,371
Lynn StrohmExalted RulePT$2,150$2,150

Board Members and Trustees

NameTitle
Bill PhillipsTrustee
Brian MalletTrustee
Marc PfeiferTrustee
Peter ScileppiTrustee
Tom CongerTrustee
Christine HillerudLeading Knig
John KovalikLecturing Kn
Revenue and Support

Revenue Composition

Contributions and Grants
$30,399
Program Service Revenue
$110,957
Investment Income
$272
Other Revenue
$183,659
All Other Contributions
$30,399
Change in Net Assets
$-66,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$343,233
Salaries, Compensation, and Employee Benefits$49,053
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$90,149$11,883-$102,032
Other Salaries and Wages$30,076$3,342-$33,418
Other Expenses$27,368$3,041-$30,409
Insurance$11,613$1,290-$12,903
Depreciation Depletion$10,013$1,114-$11,127
Current Officers, Directors, Trustees, and Key Employees$9,919$1,102-$11,021
Fees for Services Accounting$8,833$1,400-$10,233
Office Expenses$7,501$834-$8,335
Payroll Taxes$4,153$461-$4,614
Total Functional Expenses$350,999$41,287$0$392,286
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$163,384
Gaming Direct Expenses$135,061
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$1,223
Nys Disability Payable$135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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, Page 6, Part VI, Line 11B

Form 990 is provided to the governing board for review prior to filing.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of
EIN
14-0499773
Phone
8454546660
Address
29 OVEROCKER RD, POUGHKEEPSIE, NY 12569

Signing Officer

Name
Lynn Strohm
Title
Exalted Ruler
Phone
8454546660
Signed
2021-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Strohm
Formed
1909
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
15
Volunteers
200

Preparer

Firm
Robert G Shepheard Jr CPA Pc
Address
488 FREEDOM PLAINS RD STE 139, POUGHKEEPSIE, NY 12603-2697
Preparer
Robert G Shepheard Jr
Phone
8454853000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Repairs 25,906 2,879 0 state and national dues 23,271 0 0 janitorial 16,076 1,786 0 maintenance 10,930 1,214 0 donations 0 5,200 0 sanitation 4,491 499 0 supplies 4,079 0 0 bank charges and credit 2,376 264 0 equipment leases 2,286 0 0 miscellaneous 369 41 0 licenses and fees 365 0 0 total 90,149 11,883 0

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IRS990/PayrollTaxesGrp/ProgramServicesAmt04153
IRS990/PayrollTaxesGrp/TotalAmt04614
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021565
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017626
IRS990/PrincipalOfficerNm0LYNN STROHM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1LODGE COMMITTEE & ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt085740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123647
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21570
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt085740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21570
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04794
IRS990/PYInvestmentIncomeAmt0388
IRS990/PYOtherExpensesAmt0359040
IRS990/PYOtherRevenueAmt0392527
IRS990/PYProgramServiceRevenueAmt0158502
IRS990/PYRevenuesLessExpensesAmt024523
IRS990/PYSalariesCompEmpBnftPaidAmt0172648
IRS990/PYTotalExpensesAmt0531688
IRS990/PYTotalRevenueAmt0556211
IRS990/ReconcilationRevenueExpnssAmt0-66999
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt088380
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0192831
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0996295
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01189126
IRS990ScheduleD/EquipmentGrp/BookValueAmt01920
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035199
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037119
IRS990ScheduleD/LandGrp/BookValueAmt059862
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt059862
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt036732
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02404
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt039136
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0284784
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0284784
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01223
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1135
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NYS DISABILITY PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0291345
IRS990ScheduleD/TotalLiabilityAmt01358
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt046723
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt084105
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0130828
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0135061
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt050083
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt0113301
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0163384
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt028323
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt04233
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt04233
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0LYNN STROHM
IRS990ScheduleG/GamingManagerServicesProvTxt0MAINTAINS PULL TABS & MANAGEMENT THEREOF
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0LYNN STROHM JEN SHEEHAN
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt029 OVEROCKER ROAD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0POUGHKEEPSIE
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0NY
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd012603
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0JEN SHEEHAN 0 MAINTAINS PULL TABS & MANAGEMENT THEREOF
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PAGE 3, PART III, LINE 16
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPAIRS 25,906 2,879 0 STATE AND NATIONAL DUES 23,271 0 0 JANITORIAL 16,076 1,786 0 MAINTENANCE 10,930 1,214 0 DONATIONS 0 5,200 0 SANITATION 4,491 499 0 SUPPLIES 4,079 0 0 BANK CHARGES AND CREDIT 2,376 264 0 EQUIPMENT LEASES 2,286 0 0 MISCELLANEOUS 369 41 0 LICENSES AND FEES 365 0 0 TOTAL 90,149 11,883 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0681458
IRS990/TotalAssetsEOYAmt0622298
IRS990/TotalAssetsGrp/BOYAmt0681458
IRS990/TotalAssetsGrp/EOYAmt0622298
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030399
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041287
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0350999
IRS990/TotalFunctionalExpensesGrp/TotalAmt0392286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt066384
IRS990/TotalLiabilitiesEOYAmt074223
IRS990/TotalLiabilitiesGrp/BOYAmt066384
IRS990/TotalLiabilitiesGrp/EOYAmt074223
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0615074
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0548075
IRS990/TotalProgramServiceExpensesAmt0350999
IRS990/TotalProgramServiceRevenueAmt0110957
IRS990/TotalReportableCompFromOrgAmt011021
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0294888
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0325287
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0681458
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0622298
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://WWW.BPOE275.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN STROHM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/PhoneNum08454546660
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS OF THE USA 275 POUGHKEEPSIE
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0140499773
ReturnHeader/Filer/PhoneNum08454546660
ReturnHeader/Filer/USAddress/AddressLine1Txt029 OVEROCKER RD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.45$1.27$5.18$5.32$5.43$0.11
2024Detailed filing. Detailed filing data is available for this year.$6.33$0.99$5.35$4.37$4.34$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.51$0.87$5.63$4.80$4.52$0.28
2022Detailed filing. Detailed filing data is available for this year.$6.02$0.68$5.34$3.42$3.56$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.22$0.74$5.48$3.25$3.92$0.67
2020Detailed filing. Detailed filing data is available for this year.$6.81$0.66$6.15$5.56$5.32$0.25
2019Detailed filing. Detailed filing data is available for this year.$6.73$0.83$5.91$5.98$5.63$0.35
2018Detailed filing. Detailed filing data is available for this year.$6.73$1.17$5.56$6.32$5.86$0.46
2017Summary only. Only limited summary data is available for this year.$6.35$0.92$5.44$5.03$4.12$0.91
2016Detailed filing. Detailed filing data is available for this year.$5.51$1.73$3.78$4.17$4.38$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.38$1.38$3.99$4.33$4.60$0.27
2014Summary only. Only limited summary data is available for this year.$5.72$0.22$5.50$4.96$4.24$0.72
2013Summary only. Only limited summary data is available for this year.$6.24$1.45$4.78$4.34$4.61$0.27
2012Summary only. Only limited summary data is available for this year.$6.11$1.06$5.05$4.82$4.89$0.07