Civic Intelligence

University Preparatory Academy

990 • Fiscal year 2019 • EIN 20-3008879

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 04, 2020

Organization ProfileWWW.UPASV.ORG
2315 Canoas Garden AvenueSan Jose, CA 95125

(408) 723-1839

Siviq Scores

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

Liabilities / Assets

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.03x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

64th percentile

8.6%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$108,436

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Flat

$3,896,380

Flat from 2019

Net Assets

Flat

$3,672,361

Flat from 2019

Liabilities

Flat

$224,019

Flat from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin64th percentile

Revenue

Flat

$7,310,261

Flat from 2019

Expenses

Flat

$6,679,675

Flat from 2019

Net Income

Flat

$630,586

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$10M$5.0M$0Assets 2011: $823,066Liabilities 2011: $375,508Net Assets 2011: $447,5582011Assets 2012: $1,238,283Liabilities 2012: $325,191Net Assets 2012: $913,0922012Assets 2013: $1,403,600Liabilities 2013: $430,131Net Assets 2013: $973,4692013Assets 2014: $1,209,111Liabilities 2014: $200,156Net Assets 2014: $1,008,9552014Assets 2015: $1,256,131Liabilities 2015: $119,215Net Assets 2015: $1,136,9162015Assets 2016: $2,010,429Liabilities 2016: $103,898Net Assets 2016: $1,906,5312016Assets 2017: $2,934,868Liabilities 2017: $238,673Net Assets 2017: $2,696,1952017Assets 2018: $3,278,936Liabilities 2018: $237,161Net Assets 2018: $3,041,7752018Assets 2019: $3,896,380Liabilities 2019: $224,019Net Assets 2019: $3,672,3612019Assets 2019: $3,896,380Liabilities 2019: $224,019Net Assets 2019: $3,672,3612019Assets 2020: $5,033,916Liabilities 2020: $1,135,965Net Assets 2020: $3,897,9512020Assets 2021: $5,165,200Liabilities 2021: $460,660Net Assets 2021: $4,704,5402021Assets 2022: $5,413,191Liabilities 2022: $551,410Net Assets 2022: $4,861,7812022Assets 2023: $9,546,370Liabilities 2023: $4,620,005Net Assets 2023: $4,926,3652023Assets 2024: $8,129,793Liabilities 2024: $2,622,614Net Assets 2024: $5,507,1792024

Highlighted filing

2019

Assets$3,896,380
Liabilities$224,019
Net Assets$3,672,361
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

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

$15M$10M$5.0M$0Revenue 2011: $2,852,541Expenses 2011: $2,560,186Net Income 2011: $292,3552011Revenue 2012: $3,319,621Expenses 2012: $2,854,087Net Income 2012: $465,5342012Expenses 2013: $3,541,0072013Revenue 2014: $4,049,554Expenses 2014: $4,014,068Net Income 2014: $35,4862014Revenue 2015: $4,386,747Expenses 2015: $4,258,786Net Income 2015: $127,9612015Revenue 2016: $5,841,480Expenses 2016: $5,071,865Net Income 2016: $769,6152016Revenue 2017: $6,158,927Expenses 2017: $5,369,263Net Income 2017: $789,6642017Revenue 2018: $6,555,757Expenses 2018: $6,210,177Net Income 2018: $345,5802018Revenue 2019: $7,310,261Expenses 2019: $6,679,675Net Income 2019: $630,5862019Revenue 2019: $7,310,261Expenses 2019: $6,679,675Net Income 2019: $630,5862019Revenue 2020: $7,526,120Expenses 2020: $7,300,530Net Income 2020: $225,5902020Revenue 2021: $8,858,446Expenses 2021: $8,051,857Net Income 2021: $806,5892021Revenue 2022: $9,269,453Expenses 2022: $9,112,212Net Income 2022: $157,2412022Revenue 2023: $10,587,963Expenses 2023: $10,523,379Net Income 2023: $64,5842023Revenue 2024: $10,926,379Expenses 2024: $10,345,565Net Income 2024: $580,8142024

Highlighted filing

2019

Revenue$7,310,261
Expenses$6,679,675
Net Income$630,586
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.1
Gross Receipts
$7,310,261
Mission and Program Overview

Mission

To prepare students to enter and excel in the best colleges and universities in the nation, while providing a strong, supportive, small school environment in order for these students to excel academically.

To prepare students to enter and excel in the best colleges and universities in the nation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,117,162$2,661,721▲ $544,559
Accounts Receivable$1,074,353$1,138,769▲ $64,416
Prepaid Expenses and Deferred Charges$87,421$95,890▲ $8,469
Total Assets$3,278,936$3,896,380▲ $617,444
Liabilities
Accounts Payable and Accrued Expenses$237,161$224,019▼ $13,142
Total Liabilities$237,161$224,019▼ $13,142
Net Assets / Fund Balance
Unrestricted Net Assets$3,018,914$3,649,500▲ $630,586
Temporarily Rstr Net Assets$22,861$22,861→ $0
Total Net Assets Fund Balance$3,041,775$3,672,361▲ $630,586
Total Liabilities and Net Assets / Fund Balance$3,278,936$3,896,380▲ $617,444
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew DaughertyCurriculum DirectorFT$108,436$108,436
Daniel Ordaz SrExecutive DirectorFT$105,069$105,069
Anne WustrowTeacherFT$101,377$101,377
Andrew YauStudent Services DirectorFT$96,901$96,901
Daniel Ordaz JrBusiness Operations DirectorFT$92,352$92,352
Jean MastrogiacomoSpecial Programs DirectorFT$54,559$54,559

Board Members and Trustees

NameTitle
James RomeroPresident
Darnella AulaniDirector
Tony LustogDirector
Patrick DunkleySecretary
Robert HernandezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,310,261
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$325,332
Change in Net Assets
$630,586

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,310,261
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,310,261
Total Revenue per Form 990
$7,310,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,232,881
Other Expenses$2,446,794
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,928,364$143,402-$3,071,766
Other Employee Benefits$683,735$20,063-$703,798
Current Officers, Directors, Trustees, and Key Employees$457,317--$457,317
Other Expenses$553,095$105,611-$105,611
All Other Expenses$61,108$4,903-$66,011
Travel$32,107--$32,107
Total Functional Expenses$5,378,725$1,300,950$0$6,679,675

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,679,675
Total Expenses per Audited Statements$6,679,675
Total Expenses per Form 990$6,679,675
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Yes
Backup withholding compliance
Yes
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 form 990 is reviewed by the signing officer and by the accounting support contractors.”

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

“The organization monitors annual disclosure statements from organization personnel.”

Form 990, Part VI, Section B, Line 15

“The board approves compensation after looking at the compensation survery.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
University Preparatory Academy
EIN
20-3008879
Phone
4087231839
Address
2315 CANOAS GARDEN AVENUE, SAN JOSE, CA 95125

Signing Officer

Name
James Romero
Title
President
Phone
4087231839
Signed
2020-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Romero
Formed
2005
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
70
Volunteers
60

Preparer

Firm
Squar Milner Llp
Address
3655 NOBEL DRIVE SUITE 450, SAN DIEGO, CA 92122
Preparer
Kathleen Schmidt
Phone
8585974100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Raw XML Appendix394 raw XML fields

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/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06679675
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07310261
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06679675
IRS990ScheduleD/TotalRevenuePerForm990Amt07310261
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07310261
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06679675
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/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS AND ENROLLMENT MATERIALS, AND OUR CHARTER AS A PUBLIC SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE SIGNING OFFICER AND BY THE ACCOUNTING SUPPORT CONTRACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS ANNUAL DISCLOSURE STATEMENTS FROM ORGANIZATION PERSONNEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD APPROVES COMPENSATION AFTER LOOKING AT THE COMPENSATION SURVERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt022861
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022861
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03278936
IRS990/TotalAssetsEOYAmt03896380
IRS990/TotalAssetsGrp/BOYAmt03278936
IRS990/TotalAssetsGrp/EOYAmt03896380
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07310261
IRS990/TotalEmployeeCnt070
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01300950
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05378725
IRS990/TotalFunctionalExpensesGrp/TotalAmt06679675
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0237161
IRS990/TotalLiabilitiesEOYAmt0224019
IRS990/TotalLiabilitiesGrp/BOYAmt0237161
IRS990/TotalLiabilitiesGrp/EOYAmt0224019
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03041775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03672361
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05378725
IRS990/TotalReportableCompFromOrgAmt0558694
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07310261
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03278936
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03896380
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt032107
IRS990/TravelGrp/TotalAmt032107
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03018914
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03649500
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02315 CANOAS GARDEN AVENUE
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.UPASV.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ROMERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04087231839
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY PREPARATORY ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0203008879
ReturnHeader/Filer/PhoneNum04087231839
ReturnHeader/Filer/USAddress/AddressLine1Txt02315 CANOAS GARDEN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId066C307776B15000FAB8FD2052F8437D532883A7F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId066C307776B15000FAB8FD2052F8437D532883A7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.9.49.249
ReturnHeader/FilingSecurityInformation/IPDt02020-02-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:12:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03655 NOBEL DRIVE SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08585974100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN SCHMIDT
ReturnHeader/ReturnTs02020-07-01T11:03:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,896,380
Liabilities
$224,019
Net assets
$3,672,361
Revenue
$7,310,261
Expenses
$6,679,675
Net income
$630,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$2.62$5.51$10.9$10.3$0.58
2023Summary only. Only limited summary data is available for this year.$9.55$4.62$4.93$10.6$10.5$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.55$4.86$9.27$9.11$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.46$4.70$8.86$8.05$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$1.14$3.90$7.53$7.30$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.22$3.67$7.31$6.68$0.63
2019Summary only. Only limited summary data is available for this year.$3.90$0.22$3.67$7.31$6.68$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.24$3.04$6.56$6.21$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.24$2.70$6.16$5.37$0.79
2016Summary only. Only limited summary data is available for this year.$2.01$0.10$1.91$5.84$5.07$0.77
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.12$1.14$4.39$4.26$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.20$1.01$4.05$4.01$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.43$0.97$3.54
2012Summary only. Only limited summary data is available for this year.$1.24$0.33$0.91$3.32$2.85$0.47
2011Summary only. Only limited summary data is available for this year.$0.82$0.38$0.45$2.85$2.56$0.29