Civic Intelligence

Ebenezer Maxwell Mansion Inc.

990 • Fiscal year 2018 • EIN 23-1971984

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 06, 2019

200 W Tulpehocken StPhiladelphia, PA 19144

(215) 438-1861

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.02x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

7th percentile

-47%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

68th percentile

$55,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 56.1% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

19th percentile

-9.2%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$532,668

Down $53,684 (-9.2%) from 2017

Net Assets

Down

$531,120

Down $53,852 (-9.2%) from 2017

Liabilities

Up

$1,548

Up $168 (+12%) from 2017

Revenue

Down

$97,978

Down $17,986 (-16%) from 2017

Expenses

Down

$143,683

Down $3,835 (-2.6%) from 2017

Net Income

Down

-$45,705

Down $14,151 (-45%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $552,229Liabilities 2011: $1,044Net Assets 2011: $551,1852011Assets 2012: $653,691Liabilities 2012: $797Net Assets 2012: $652,8942012Assets 2013: $651,046Liabilities 2013: $0Net Assets 2013: $651,0462013Assets 2014: $604,805Liabilities 2014: $239Net Assets 2014: $604,5662014Assets 2015: $594,168Liabilities 2015: $873Net Assets 2015: $593,2952015Assets 2016: $610,546Liabilities 2016: $1,562Net Assets 2016: $608,9842016Assets 2017: $586,352Liabilities 2017: $1,380Net Assets 2017: $584,9722017Assets 2018: $532,668Liabilities 2018: $1,548Net Assets 2018: $531,1202018Assets 2019: $565,229Liabilities 2019: $622Net Assets 2019: $564,6072019Assets 2020: $543,233Liabilities 2020: $3,565Net Assets 2020: $539,6682020Assets 2021: $521,717Liabilities 2021: $2,680Net Assets 2021: $519,0372021Assets 2022: $486,263Liabilities 2022: $2,412Net Assets 2022: $483,8512022Assets 2023: $471,452Liabilities 2023: $3,002Net Assets 2023: $468,4502023Assets 2024: $451,650Liabilities 2024: $652Net Assets 2024: $450,9982024

Highlighted filing

2018

Assets$532,668
Liabilities$1,548
Net Assets$531,120

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $78,599Expenses 2011: $121,581Net Income 2011: -$42,9822011Revenue 2012: $237,631Expenses 2012: $135,922Net Income 2012: $101,7092012Revenue 2013: $222,984Expenses 2013: $142,360Net Income 2013: $80,6242013Revenue 2014: $112,724Expenses 2014: $155,584Net Income 2014: -$42,8602014Revenue 2015: $139,006Expenses 2015: $157,265Net Income 2015: -$18,2592015Revenue 2016: $146,597Expenses 2016: $133,015Net Income 2016: $13,5822016Revenue 2017: $115,964Expenses 2017: $147,518Net Income 2017: -$31,5542017Revenue 2018: $97,978Expenses 2018: $143,683Net Income 2018: -$45,7052018Revenue 2019: $171,336Expenses 2019: $151,082Net Income 2019: $20,2542019Revenue 2020: $104,520Expenses 2020: $133,734Net Income 2020: -$29,2142020Revenue 2021: $143,313Expenses 2021: $166,398Net Income 2021: -$23,0852021Revenue 2022: $141,641Expenses 2022: $164,098Net Income 2022: -$22,4572022Revenue 2023: $121,034Expenses 2023: $153,908Net Income 2023: -$32,8742023Revenue 2024: $128,129Expenses 2024: $151,942Net Income 2024: -$23,8132024

Highlighted filing

2018

Revenue$97,978
Expenses$143,683
Net Income-$45,705
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 6, 2019
Return Version
2018v3.1
Gross Receipts
$97,978
Mission and Program Overview

Mission

The mission of ebenezer maxwell mansion is to showcase victorian-era philadelphia through the architecture, gardens, and collections; and to educate, entertain, and inspire the public through educational programming, tours, theatre productions, literature, and lectures.

To preserve the ebenezer maxwell mansion. The mission of the ebenezer maxwell mansion is to showcase victorian era philadelphia through architecture, grounds/gardens and collections; and to educate, entertain and inspire the public

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$477,568$437,312▼ $40,256
Land, Buildings, and Equipment, Net$66,179$68,579▲ $2,400
Cash and Non-Interest-Bearing Accounts$26,241$11,407▼ $14,834
Prepaid Expenses and Deferred Charges$994--
Total Assets$586,352$532,668▼ $53,684
Other Assets Total$15,370$15,370→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,380$1,548▲ $168
Total Liabilities$1,380$1,548▲ $168
Net Assets / Fund Balance
Unrestricted Net Assets$548,709$494,857▼ $53,852
Temporarily Rstr Net Assets$36,263$36,263→ $0
Total Net Assets Fund Balance$584,972$531,120▼ $53,852
Total Liabilities and Net Assets / Fund Balance$586,352$532,668▼ $53,684

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$56,518$51,609$108,127
Equipment$5,311$6,868$12,179
Land$6,750-$6,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Diane RichardsonExecutive DirectorFT$55,000$55,000

Board Members and Trustees

NameTitle
A Luke Smith EsqPresident
Brett DankoVice President
Duray MontagueDirector
Kathryn LynchDirector
Kevin Ann Blough EsqDirector
Naomi TabackDirector
Shane David HallDirector
Zachary BurkholderDirector
Norman MarcusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$69,385
Program Service Revenue
$20,685
Investment Income
$7,908
Other Revenue
$0
All Other Contributions
$63,936
Change in Net Assets
$-45,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$75,368
Other Expenses$68,315
Total Fundraising Expense$8,897
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$44,000$6,600$4,400$55,000
Insurance$9,988$1,498$999$12,485
Comp Disqual Persons$8,038$1,206$804$10,048
Occupancy$6,946$1,042$695$8,683
Office Expenses$5,555$833$555$6,943
Depreciation Depletion$5,344$802$534$6,680
Payroll Taxes$4,514$677$451$5,642
Other Employee Benefits$3,743$561$374$4,678
Fees for Services Other$853$2,128$85$3,066
Advertising$2,863$0$0$2,863
Fees for Services Accounting$0$1,635$0$1,635
Other Expenses$0$1,556$0$1,556
Total Functional Expenses$110,739$24,047$8,897$143,683
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ebenezer Maxwell Mansion Inc
EIN
23-1971984
Phone
2154381861
Address
200 W TULPEHOCKEN ST, PHILADELPHIA, PA 19144

Signing Officer

Name
Diane Richardson
Title
Executive Director
Phone
2154381861
Signed
2019-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Richardson
Formed
1975
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
45

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
41 Kings Highway N, Cherry Hill, NJ 08034
Preparer
Edward A Suarez CPA MBA
Phone
8568587887
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The board members receive copies of the 990 before the 990 is filed. Board members give their comments or corrections to the other board members. The accountant responds to the comments and makes any corrections to the 990. The board of directors approves the 990 before it is filed.

Pt VI, Line 12C

The governance committee of the board of directors reviews the annual conflict of interest disclosure statements for any potential conflict of interest.

Pt VI, Line 15A

The board reviews the performance of the executive director yearly and determines compensation using 3 criteria: 1 - comparing pay with other museums' executive director's salaries; 2 - what the mansion can afford to pay and; 3 - performance of the executive director.

Pt VI, Line 18

The federal form 990 is available upon request and on guidestar.org.

Pt VI, Line 19

The mansion makes its governing documents, conflict of interest policy and financial statements available upon request.

Other

Form 990 - Part III - Statement of Service Accomplishments The Mission of Ebenezer Maxwell Mansion is to showcase Victorian era Philadelphia through the architecture, gardens/grounds and collections; and to educate and inspire the public through onsite educational programming, tours, theatre productions and lectures. VICTORIAN THEATRE - Ebenezer Maxwell Mansion's Victorian Theatre Company is committed to staging plays that interpret the era between 1837 and 1901 for a contemporary audience while being surrounded by the ornate interiors of the city's only authentically restored Victorian house museum. - In June 2018 Anton Chekov's "Three Sisters" played to a sold out audience. One of the masterpieces of modern theatre, this timeless play brings the audience into the lives of the Prozorov sisters and their friends as the drama unfolds over four years. - Murder Mystery 2018: A Seance to Remember - Over 300 people attended this interactive mystery similar to the game of "Clue." This 12th annual Murder Mystery attracted new attendees as well as guests who come year after year. VICTORIANA REIMAGINED - For the first time, contemporary art inspired by the Mansion's collection, was created by three contemporary artists, Melanie Belinker, Talia Greene and Jacintha Clark. The exhibition opened on March 29 and ran through September 30, 2018. This exhibition highlighted and enhanced the 19th century interior spaces of Ebenezer Maxwell Mansion. LITERARY PARLOR - New in 2018 - The Mansion hosted its first Victorian book club a.k.a. Literary Parlor. 19th century bibliophile, Kate Howe, leads a lively discussion for this monthly meeting of book readers. WORKSHOPS - Each year Ebenezer Maxwell Mansion offers a series of workshops focusing on pastimes enjoyed during the 19th century. Qualified instructors teach topics such as tatting, watercolor, hair art, and crazy quilting. Because workshop size is limited to 12, each person receives individual instruction. The workshops, held on Sunday afternoons, are enhanced by Victorian music, cookies and tea. SEASONAL EVENTS - The annual Old Fashioned Picnic is held the second Saturday every June. Prizes are awarded for ring toss, scavenger hunt, and croquet. Guests dress in Victorian clothing for a photo to take home. Jugglers, magician, and face painting delight visitors. Hot dogs, root beer, ginger ale, and ice cream are served. Picnickers step back in time for old fashioned fun. December's Dickens Christmas Party features Santa Claus, Charles Dickens, Louisa May Alcott, and Victorian carolers. Josh Hitchens as Charles Dickens performs his timeless classic "A Christmas Carol." Santa poses for photos with children and their families. Children make a Christmas ornament featuring their photo with Santa. Christmas cookies and holiday punch are served. TOURS - Ebenezer Maxwell Mansion is open for tours every Thursday, Friday and Saturday afternoons year round. In 2017 knowledgeable docents gave tours to over 1,000 individuals. The Mansion is Philadelphia's only authentically restored Victorian house museum; tours enlighten visitors about life in 19th century Philadelphia. AWARDS - Ebenezer Maxwell Mansion has the special distinction of winning four awards in four years: 2013 - History in Pennsylvania Award from the Historical Society of Pennsylvania, 2014 - Leadership in History Award from the American Association of State and Local History, 2015 - Willing Hands Award from Philadelphia's New Century Trust, 2016 - Best Museum in Philadelphia as chosen by the votes of Philly's A-List, 2017 - Commonwealth of Pennsylvania, House of Representatives citation

Financial Statement Notes

Pt III, Line 4

The ebenezer maxwell mansion's collection consists of over 1,531 antiques from the 19th century. The items are preserved, catalogued and cared for according to the mansion's collection policy. The mansion is protected by a security system and climate control sensors. Guests to the mansion are monitored so that the collection is safeguarded during tours and events.

Pt X, Line 2

The organization is a non-profit organization that is exempt from income taxes under the provisions of internal revenue code section 501(c)(3), and is exempt from state income taxes of the pennsylvania corporation law. The organization has adopted current accounting principles for uncertain income tax positions that require evaluation of tax positions taken on its income tax returns and recognizing a tax asset or liability if the position would not be sustained under audit. The organization's policy is to record interest and penalties from tax examinations as income taxes. For federal income tax purposes, the returns remain open for possible examination three years after they are filed.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
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IRS990/PrincipalOfficerNm0DIANE RICHARDSON
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IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0EDUCATIONAL PROGRAMS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE EBENEZER MAXWELL MANSION'S COLLECTION CONSISTS OF OVER 1,531 ANTIQUES FROM THE 19TH CENTURY. THE ITEMS ARE PRESERVED, CATALOGUED AND CARED FOR ACCORDING TO THE MANSION'S COLLECTION POLICY. THE MANSION IS PROTECTED BY A SECURITY SYSTEM AND CLIMATE CONTROL SENSORS. GUESTS TO THE MANSION ARE MONITORED SO THAT THE COLLECTION IS SAFEGUARDED DURING TOURS AND EVENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS EXEMPT FROM STATE INCOME TAXES OF THE PENNSYLVANIA CORPORATION LAW. THE ORGANIZATION HAS ADOPTED CURRENT ACCOUNTING PRINCIPLES FOR UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE EVALUATION OF TAX POSITIONS TAKEN ON ITS INCOME TAX RETURNS AND RECOGNIZING A TAX ASSET OR LIABILITY IF THE POSITION WOULD NOT BE SUSTAINED UNDER AUDIT. THE ORGANIZATION'S POLICY IS TO RECORD INTEREST AND PENALTIES FROM TAX EXAMINATIONS AS INCOME TAXES. FOR FEDERAL INCOME TAX PURPOSES, THE RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION THREE YEARS AFTER THEY ARE FILED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEMBERS RECEIVE COPIES OF THE 990 BEFORE THE 990 IS FILED. BOARD MEMBERS GIVE THEIR COMMENTS OR CORRECTIONS TO THE OTHER BOARD MEMBERS. THE ACCOUNTANT RESPONDS TO THE COMMENTS AND MAKES ANY CORRECTIONS TO THE 990. THE BOARD OF DIRECTORS APPROVES THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS FOR ANY POTENTIAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR YEARLY AND DETERMINES COMPENSATION USING 3 CRITERIA: 1 - COMPARING PAY WITH OTHER MUSEUMS' EXECUTIVE DIRECTOR'S SALARIES; 2 - WHAT THE MANSION CAN AFFORD TO PAY AND; 3 - PERFORMANCE OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FEDERAL FORM 990 IS AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MANSION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990 - Part III - Statement of Service Accomplishments The Mission of Ebenezer Maxwell Mansion is to showcase Victorian era Philadelphia through the architecture, gardens/grounds and collections; and to educate and inspire the public through onsite educational programming, tours, theatre productions and lectures. VICTORIAN THEATRE - Ebenezer Maxwell Mansion's Victorian Theatre Company is committed to staging plays that interpret the era between 1837 and 1901 for a contemporary audience while being surrounded by the ornate interiors of the city's only authentically restored Victorian house museum. - In June 2018 Anton Chekov's "Three Sisters" played to a sold out audience. One of the masterpieces of modern theatre, this timeless play brings the audience into the lives of the Prozorov sisters and their friends as the drama unfolds over four years. - Murder Mystery 2018: A Seance to Remember - Over 300 people attended this interactive mystery similar to the game of "Clue." This 12th annual Murder Mystery attracted new attendees as well as guests who come year after year. VICTORIANA REIMAGINED - For the first time, contemporary art inspired by the Mansion's collection, was created by three contemporary artists, Melanie Belinker, Talia Greene and Jacintha Clark. The exhibition opened on March 29 and ran through September 30, 2018. This exhibition highlighted and enhanced the 19th century interior spaces of Ebenezer Maxwell Mansion. LITERARY PARLOR - New in 2018 - The Mansion hosted its first Victorian book club a.k.a. Literary Parlor. 19th century bibliophile, Kate Howe, leads a lively discussion for this monthly meeting of book readers. WORKSHOPS - Each year Ebenezer Maxwell Mansion offers a series of workshops focusing on pastimes enjoyed during the 19th century. Qualified instructors teach topics such as tatting, watercolor, hair art, and crazy quilting. Because workshop size is limited to 12, each person receives individual instruction. The workshops, held on Sunday afternoons, are enhanced by Victorian music, cookies and tea. SEASONAL EVENTS - The annual Old Fashioned Picnic is held the second Saturday every June. Prizes are awarded for ring toss, scavenger hunt, and croquet. Guests dress in Victorian clothing for a photo to take home. Jugglers, magician, and face painting delight visitors. Hot dogs, root beer, ginger ale, and ice cream are served. Picnickers step back in time for old fashioned fun. December's Dickens Christmas Party features Santa Claus, Charles Dickens, Louisa May Alcott, and Victorian carolers. Josh Hitchens as Charles Dickens performs his timeless classic "A Christmas Carol." Santa poses for photos with children and their families. Children make a Christmas ornament featuring their photo with Santa. Christmas cookies and holiday punch are served. TOURS - Ebenezer Maxwell Mansion is open for tours every Thursday, Friday and Saturday afternoons year round. In 2017 knowledgeable docents gave tours to over 1,000 individuals. The Mansion is Philadelphia's only authentically restored Victorian house museum; tours enlighten visitors about life in 19th century Philadelphia. AWARDS - Ebenezer Maxwell Mansion has the special distinction of winning four awards in four years: 2013 - History in Pennsylvania Award from the Historical Society of Pennsylvania, 2014 - Leadership in History Award from the American Association of State and Local History, 2015 - Willing Hands Award from Philadelphia's New Century Trust, 2016 - Best Museum in Philadelphia as chosen by the votes of Philly's A-List, 2017 - Commonwealth of Pennsylvania, House of Representatives citation
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.52$0.01$4.51$1.28$1.52$0.24
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.03$4.68$1.21$1.54$0.33
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.02$4.84$1.42$1.64$0.22
2021Detailed filing. Detailed filing data is available for this year.$5.22$0.03$5.19$1.43$1.66$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.43$0.04$5.40$1.05$1.34$0.29
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.01$5.65$1.71$1.51$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.33$0.02$5.31$0.98$1.44$0.46
2017Detailed filing. Detailed filing data is available for this year.$5.86$0.01$5.85$1.16$1.48$0.32
2016Summary only. Only limited summary data is available for this year.$6.11$0.02$6.09$1.47$1.33$0.14
2015Summary only. Only limited summary data is available for this year.$5.94$0.01$5.93$1.39$1.57$0.18
2014Summary only. Only limited summary data is available for this year.$6.05$0.00$6.05$1.13$1.56$0.43
2013Summary only. Only limited summary data is available for this year.$6.51$0.00$6.51$2.23$1.42$0.81
2012Summary only. Only limited summary data is available for this year.$6.54$0.01$6.53$2.38$1.36$1.02
2011Summary only. Only limited summary data is available for this year.$5.52$0.01$5.51$0.79$1.22$0.43