Civic Intelligence

Country Dance & Song Society Inc

990 • Fiscal year 2020 • EIN 20-4966800

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 27, 2023

477 Beaverkill RoadOlivebridge, NY 12461

(845) 657-8333

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$9,161,363

Down $117,659 (-1.3%) from 2019

Net Assets

Down

$7,659,122

Down $263,677 (-3.3%) from 2019

Liabilities

Up

$1,502,241

Up $146,018 (+11%) from 2019

Revenue And Expenses

Revenue

Down

$66,753

Down $136,099 (-67%) from 2019

Expenses

Down

$311,468

Down $94,681 (-23%) from 2019

Net Income

Down

-$244,715

Down $41,418 (-20%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $6,804,456Liabilities 2010: $0Net Assets 2010: $6,804,4562010Assets 2011: $7,624,662Liabilities 2011: $537,660Net Assets 2011: $7,087,0022011Assets 2012: $8,905,641Liabilities 2012: $1,827,837Net Assets 2012: $7,077,8042012Assets 2013: $8,311,044Liabilities 2013: $1,511,785Net Assets 2013: $6,799,2592013Assets 2014: $8,075,324Liabilities 2014: $1,501,564Net Assets 2014: $6,573,7602014Assets 2015: $7,845,662Liabilities 2015: $1,499,785Net Assets 2015: $6,345,8772015Assets 2016: $7,697,238Liabilities 2016: $1,499,785Net Assets 2016: $6,197,4532016Assets 2017: $9,900,059Liabilities 2017: $1,460,026Net Assets 2017: $8,440,0332017Assets 2018: $9,551,613Liabilities 2018: $1,425,517Net Assets 2018: $8,126,0962018Assets 2019: $9,279,022Liabilities 2019: $1,356,223Net Assets 2019: $7,922,7992019Assets 2020: $9,246,163Liabilities 2020: $1,458,852Net Assets 2020: $7,787,3112020Assets 2020: $9,161,363Liabilities 2020: $1,502,241Net Assets 2020: $7,659,1222020Assets 2021: $8,789,420Liabilities 2021: $1,367,095Net Assets 2021: $7,422,3252021Assets 2022: $8,693,066Liabilities 2022: $1,339,116Net Assets 2022: $7,353,9502022Assets 2023: $8,840,588Liabilities 2023: $1,356,245Net Assets 2023: $7,484,3432023Assets 2024: $8,767,019Liabilities 2024: $1,238,746Net Assets 2024: $7,528,2732024

Highlighted filing

2020

Assets$9,161,363
Liabilities$1,502,241
Net Assets$7,659,122

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $238,2522010Expenses 2011: $120,8072011Expenses 2012: $92,5992012Revenue 2013: $49,288Expenses 2013: $327,833Net Income 2013: -$278,5452013Revenue 2014: $64,466Expenses 2014: $289,965Net Income 2014: -$225,4992014Revenue 2015: $71,658Expenses 2015: $299,541Net Income 2015: -$227,8832015Revenue 2016: $118,662Expenses 2016: $267,086Net Income 2016: -$148,4242016Revenue 2017: $2,844,135Expenses 2017: $600,317Net Income 2017: $2,243,8182017Revenue 2018: $129,414Expenses 2018: $388,698Net Income 2018: -$259,2842018Revenue 2019: $202,852Expenses 2019: $406,149Net Income 2019: -$203,2972019Revenue 2020: $66,753Expenses 2020: $217,431Net Income 2020: -$150,6782020Revenue 2020: $66,753Expenses 2020: $311,468Net Income 2020: -$244,7152020Revenue 2021: $97,975Expenses 2021: $335,666Net Income 2021: -$237,6912021Revenue 2022: $346,148Expenses 2022: $240,805Net Income 2022: $105,3432022Revenue 2023: $367,021Expenses 2023: $236,628Net Income 2023: $130,3932023Revenue 2024: $235,788Expenses 2024: $191,858Net Income 2024: $43,9302024

Highlighted filing

2020

Revenue$66,753
Expenses$311,468
Net Income-$244,715
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 27, 2023
Return Version
2020v4.2
Gross Receipts
$67,708
Mission and Program Overview

Mission

The ashokan foundation,inc.supports the ashokan center inc.,( a related organization), which represents programs that developa new vision for the future combining nature, history, and the arts.

The ashokan foundation, inc. Supports the ashokan center, inc, a related organization, which represents programs that develop a new vision for the future combining, nature, history, and the arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,823,313$6,616,560▼ $206,753
Investments in Publicly Traded Securities$2,132,787$2,323,683▲ $190,896
Cash and Non-Interest-Bearing Accounts$131,929$122,203▼ $9,726
Intangible Assets$12,055$10,323▼ $1,732
Accounts Receivable$5,544--
Savings and Temporary Cash Investments$3,794$3,794→ $0
Total Assets$9,279,022$9,161,363▼ $117,659
Other Assets Total$169,600$84,800▼ $84,800
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,356,223$1,377,435▲ $21,212
Other Liabilities-$123,406-
Accounts Payable and Accrued Expenses-$1,400-
Total Liabilities$1,356,223$1,502,241▲ $146,018
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,175,482$5,637,129▲ $3,461,647
Net Assets With Donor Restrictions$5,747,317$2,021,993▼ $3,725,324
Total Net Assets Fund Balance$7,922,799$7,659,122▼ $263,677
Total Liabilities and Net Assets / Fund Balance$9,279,022$9,161,363▼ $117,659

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,709,299$1,411,330$7,120,629
Land$745,000-$745,000
Leasehold Improvements$128,174$85,450$213,624
Other Land Buildings$27,606$137,110$164,716
Equipment$6,481$11,938$18,419
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jay UngarPresident
Molly MasonVice President
Marianne FahsDirector
Victor RosanskyDirector
Vinnie MartucciDirector
Rosemary NicholsSecretary
Dan GottfiredTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$50,120
Other Revenue
$16,633
Change in Net Assets
$-244,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$311,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$198,064$10,424-$208,488
Fees for Services Other$87,900--$87,900
Interest-$9,237-$9,237
Insurance-$3,647-$3,647
Other Expenses-$69-$69
Total Functional Expenses$285,964$25,504$0$311,468
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$123,406
Due to Ashokan Center-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jay ungar, president molly mason, vice presient - marriage

Form 990, Part VI, Section B, Line 11B

The president of the board reviews the 990 and a copy is provided to all board member before filing.

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

Annually a conflict of interest statement is signed and conflicts are resolved by a board vote.

Form 990, Part VI, Section C, Line 18

This information is available upon written request to the organizations address as well as on the nys charities website.

Form 990, Part VI, Section C, Line 19

No other documents available to the public

Filing and Contact Details

Filer

Filer Name
Ashokan Foundation Inc
EIN
20-4966800
Phone
8456578333
Address
477 BEAVERKILL ROAD, Olivebridge, NY 12461

Signing Officer

Name
Jay Ungar
Title
President CEO
Phone
8456578333
Signed
2023-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Ungar
Formed
2007
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Zell CPA PC
Address
144 Pine Street Suite 210, Kingston, NY 12401
Preparer
Kathleen M Zell
Phone
8453394357
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Amended to include expenses allocated to wiggly bridge repairs of 84,800.

Form 990, Part IX, Line 20

Amended to include interest expense on long term debt of 9,237.

Form 990, Part X, Line 15

Amended to reduce amount owed to ashokan center by 84,800.

Form 990, Part X, Line 23

To correct loan balance as of december, 31, 2020 to 1,377,435.

Form 990, Part X, Line 27 28

To properly record net assets with and without donor restrictions.

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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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IRS990ScheduleA/PublicSupportCY170Pct00.88380
IRS990ScheduleA/PublicSupportPY170Pct00.90010
IRS990ScheduleA/PublicSupportTotal170Amt02894303
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02771101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118655
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02894303
IRS990ScheduleA/TotalSupportAmt03274956
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05709299
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01411330
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07120629
IRS990ScheduleD/EquipmentGrp/BookValueAmt06481
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011938
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018419
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0745000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0745000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0128174
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt085450
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0213624
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027606
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0137110
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0164716
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0123406
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO ASHOKAN CENTER
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06616560
IRS990ScheduleD/TotalLiabilityAmt0123406
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAY UNGAR, PRESIDENT MOLLY MASON, VICE PRESIENT - MARRIAGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE BOARD REVIEWS THE 990 AND A COPY IS PROVIDED TO ALL BOARD MEMBER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY A CONFLICT OF INTEREST STATEMENT IS SIGNED AND CONFLICTS ARE RESOLVED BY A BOARD VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS INFORMATION IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATIONS ADDRESS AS WELL AS ON THE NYS CHARITIES WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AMENDED TO INCLUDE EXPENSES ALLOCATED TO WIGGLY BRIDGE REPAIRS OF 84,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AMENDED TO INCLUDE INTEREST EXPENSE ON LONG TERM DEBT OF 9,237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AMENDED TO REDUCE AMOUNT OWED TO ASHOKAN CENTER BY 84,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TO CORRECT LOAN BALANCE AS OF DECEMBER, 31, 2020 TO 1,377,435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TO PROPERLY RECORD NET ASSETS WITH AND WITHOUT DONOR RESTRICTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part X, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part X, Line 23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part X, Line 27 28
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0169600
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt116633
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt284800
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt316633
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ASHOKAN CENTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ASHOKAN CENTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2ASHOKAN CENTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3ASHOKAN CENTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0d
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1j
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2m
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3n
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09279022
IRS990/TotalAssetsEOYAmt09161363
IRS990/TotalAssetsGrp/BOYAmt09279022
IRS990/TotalAssetsGrp/EOYAmt09161363
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025504
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0285964
IRS990/TotalFunctionalExpensesGrp/TotalAmt0311468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01356223
IRS990/TotalLiabilitiesEOYAmt01502241
IRS990/TotalLiabilitiesGrp/BOYAmt01356223
IRS990/TotalLiabilitiesGrp/EOYAmt01502241
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07922799
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07659122
IRS990/TotalProgramServiceExpensesAmt0285964
IRS990/TotalRevenueGrp/ExclusionAmt0-955
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067708
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066753
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09279022
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09161363
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0477 BEAVERKILL RD
IRS990/USAddress/CityNm0OLIVEBRIDGE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012477
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ASHOKANFOUNDATION.ORG

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.77$1.24$7.53$0.24$0.19$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$1.36$7.48$0.37$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$8.69$1.34$7.35$0.35$0.24$0.11
2021Detailed filing. Detailed filing data is available for this year.$8.79$1.37$7.42$0.10$0.34$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$1.46$7.79$0.07$0.22$0.15
2020Detailed filing. Detailed filing data is available for this year.$9.16$1.50$7.66$0.07$0.31$0.24
2019Detailed filing. Detailed filing data is available for this year.$9.28$1.36$7.92$0.20$0.41$0.20
2018Detailed filing. Detailed filing data is available for this year.$9.55$1.43$8.13$0.13$0.39$0.26
2017Detailed filing. Detailed filing data is available for this year.$9.90$1.46$8.44$2.84$0.60$2.24
2016Detailed filing. Detailed filing data is available for this year.$7.70$1.50$6.20$0.12$0.27$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.85$1.50$6.35$0.07$0.30$0.23
2014Detailed filing. Detailed filing data is available for this year.$8.08$1.50$6.57$0.06$0.29$0.23
2013Detailed filing. Detailed filing data is available for this year.$8.31$1.51$6.80$0.05$0.33$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.91$1.83$7.08$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.54$7.09$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.00$6.80$0.24