Civic Intelligence

Cincinnati Bar Foundation

990 • Fiscal year 2020 • EIN 31-6059929

Jun 01, 2019 to May 31, 2020 • Filed on Apr 08, 2021

Organization Profilewww.cincybar.org/foundation
225 East Sixth Street 2nd FloorCincinnati, OH 45202

(513) 699-4014

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$58,331

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

2.1%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,035,710

Up $61,949 (+2.1%) from 2019

Net Assets

Up

$3,031,933

Up $118,821 (+4.1%) from 2019

Liabilities

Down

$3,777

Down $56,872 (-94%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin76th percentile

Revenue

Up

$365,471

Up $76,143 (+26%) from 2019

Expenses

Down

$282,074

Down $20,359 (-6.7%) from 2019

Net Income

Up

$83,397

Up $96,502 (+736%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,823,714Liabilities 2012: $34,950Net Assets 2012: $1,788,7642012Assets 2013: $2,077,501Liabilities 2013: $41,840Net Assets 2013: $2,035,6612013Assets 2014: $2,225,078Liabilities 2014: $17,968Net Assets 2014: $2,207,1102014Assets 2015: $2,346,540Liabilities 2015: $39,891Net Assets 2015: $2,306,6492015Assets 2016: $2,377,968Liabilities 2016: $39,463Net Assets 2016: $2,338,5052016Assets 2017: $2,606,692Liabilities 2017: $35,621Net Assets 2017: $2,571,0712017Assets 2018: $2,877,626Liabilities 2018: $21,223Net Assets 2018: $2,856,4032018Assets 2019: $2,973,761Liabilities 2019: $60,649Net Assets 2019: $2,913,1122019Assets 2020: $3,035,710Liabilities 2020: $3,777Net Assets 2020: $3,031,9332020Assets 2021: $3,730,435Liabilities 2021: $11,095Net Assets 2021: $3,719,3402021Assets 2022: $3,761,362Liabilities 2022: $44,060Net Assets 2022: $3,717,3022022Assets 2023: $3,566,991Liabilities 2023: $6,820Net Assets 2023: $3,560,1712023Assets 2024: $4,135,322Liabilities 2024: $9,866Net Assets 2024: $4,125,4562024Assets 2025: $4,298,755Liabilities 2025: $10,944Net Assets 2025: $4,287,8112025

Highlighted filing

2020

Assets$3,035,710
Liabilities$3,777
Net Assets$3,031,933
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $256,4442012Expenses 2013: $246,7792013Revenue 2014: $297,452Expenses 2014: $253,765Net Income 2014: $43,6872014Revenue 2015: $434,777Expenses 2015: $247,444Net Income 2015: $187,3332015Revenue 2016: $363,131Expenses 2016: $225,717Net Income 2016: $137,4142016Revenue 2017: $305,579Expenses 2017: $276,745Net Income 2017: $28,8342017Revenue 2018: $406,494Expenses 2018: $239,179Net Income 2018: $167,3152018Revenue 2019: $289,328Expenses 2019: $302,433Net Income 2019: -$13,1052019Revenue 2020: $365,471Expenses 2020: $282,074Net Income 2020: $83,3972020Revenue 2021: $476,924Expenses 2021: $257,347Net Income 2021: $219,5772021Revenue 2022: $568,062Expenses 2022: $251,587Net Income 2022: $316,4752022Revenue 2023: $392,718Expenses 2023: $285,774Net Income 2023: $106,9442023Revenue 2024: $297,566Expenses 2024: $286,978Net Income 2024: $10,5882024Revenue 2025: $496,716Expenses 2025: $299,108Net Income 2025: $197,6082025

Highlighted filing

2020

Revenue$365,471
Expenses$282,074
Net Income$83,397
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 8, 2021
Return Version
2019v5.2
Gross Receipts
$831,515
Mission and Program Overview

Mission

Promoting justice and changing lives through the law with the desire to serve the legal profession, the justice system and the Greater Cincinnati community. The Cincinnati Bar Foundation concentrates grant-making efforts in the following four areas: 1. Knowledge and understanding of and respect for the law in the community, particularly with young people, 2. Improving the quality and administration of justice in all its facets, 3. Supporting the delivery of legal services at an affordable cost for the poor, elderly and otherwise disadvantaged, 4. Fostering professionalism and civility in the practice of law.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,927,551$3,005,022▲ $77,471
Savings and Temporary Cash Investments$30,995$21,622▼ $9,373
Prepaid Expenses and Deferred Charges$812--
Accounts Receivable$3,700$671▼ $3,029
Pledges and Grants Receivable$2,300$350▼ $1,950
Land, Buildings, and Equipment, Net$599$300▼ $299
Total Assets$2,973,761$3,035,710▲ $61,949
Other Assets Total$7,804$7,745▼ $59
Liabilities
Accounts Payable and Accrued Expenses$60,649$3,777▼ $56,872
Total Liabilities$60,649$3,777▼ $56,872
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,734,663$1,762,212▲ $27,549
Net Assets With Donor Restrictions$1,178,449$1,269,721▲ $91,272
Total Net Assets Fund Balance$2,913,112$3,031,933▲ $118,821
Total Liabilities and Net Assets / Fund Balance$2,973,761$3,035,710▲ $61,949

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$300$29,641$29,941

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$71,230$1,636--$72,866
2018$57,020$30,299-$16,089$71,230
2017$46,448$10,572--$57,020
2016$46,448---$46,448
2015-$46,448--$46,448
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rene McPhedranDirectorPT$58,331$58,331

Board Members and Trustees

NameTitle
Philip J SchworerDevelopment Chair
Anthony J OsterlundTreasurer & Grants Chair
Adrienne J RoachImmediate Past President
Michael S BailesPresident
Dale A StalfVice President
Aaron M HerzigTrustee
Bernice L WalkerTrustee
Calvin D BufordTrustee
Carl J Stich JrTrustee
Danielle L LorenzTrustee
David R BoylesTrustee
Fredric J RobbinsTrustee
George B MusekampTrustee
Mark A StiebelTrustee
Nicholas W TemelesTrustee
Philomena S AshdownTrustee
Sara M CooperriderTrustee
Sarah S HerronTrustee
Sarah TopyTrustee
Allison H KroppSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$130,872
Program Service Revenue
$0
Investment Income
$226,508
Other Revenue
$8,091
All Other Contributions
$130,872
Change in Net Assets
$83,397

Audited Revenue Reconciliation

Revenue per Audited Statements
$345,988
Revenue Not Reported on Financial Statements
$19,483
Revenue Not Reported on Form 990
$35,424
Total Revenue per Audited Statements
$381,412
Total Revenue per Form 990
$365,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$144,921
Grants and Similar Amounts Paid$78,998
Other Expenses$58,155
Total Fundraising Expense$55,287
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$43,296$17,318$25,977$86,591
Grants to Domestic Orgs$71,498--$71,498
Current Officers, Directors, Trustees, and Key Employees$29,165$11,666$17,499$58,330
Fees for Service Investment Mgmnt Fees-$19,483-$19,483
Office Expenses$6,266$2,506$3,759$12,531
Other Expenses$4,720$1,887$2,831$9,438
Fees for Services Accounting$4,400$1,760$2,640$8,800
Grants to Domestic Individuals$7,500--$7,500
Fees for Services Other$1,497$599$899$2,995
Occupancy$1,193$477$716$2,386
Travel$1,111$445$667$2,223
Depreciation Depletion--$299$299
Total Functional Expenses$170,646$56,141$55,287$282,074

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$282,074
Expenses per Audited Statements$262,591
Total Expenses per Audited Statements$262,591
Expenses Not Reported on Financial Statements$19,483
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cincinnati Bar AssociationCincinnati, OH501c6Mission Related$24,900
Legal Aid Society of Greater CincinnatiCincinnati, OH501c3Mission Related$15,000
Immigrant and Refugee Law CenterCincinnati, OH501c3mission related$7,500
Children's Home of CincinnatiCincinnati, OH501c3Mission Related$5,000
Cincinnati WorksCincinnati, OH501c3Mission Related$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,355
Fundraising Direct Expenses$3,264
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The Cincinnati Bar Foundation has a written services agreement with the Cincinnati Bar Association. The Cincinnati Bar Foundation pays fees to the Cincinnati Bar Association for administrative fees including accounting, rent and parking.”

Form 990, Part VI, Section A, line 4

“The Confidentiality Policy was updated and approved on April 13, 2020.”

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

“The organization provides a copy of the 990 to the board prior to filing.”

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

“A Conflict of Interest policy is distributed annually to all officers, employees, directors, finance committee members and other individuals with substantial involvement in the CBF. Each person is required to submit a signed statement that they have read and understand the policy. All persons are required to disclose any and all conflicts. If a conflict of interest does arise, the Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or agreement. After exercising due diligence, the Board or Committee shall determine whether the corporation can obtain a more advantageous transaction or agreement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable, the Board or Committee shall determine by a majority vote whether the transaction or arrangement is in the CBF's best interest and for its own benefit, and whether the transaction is fair and reasonable to the CBF, and shall make the decision as to whether to enter into the transaction or arrangement in conformity with such determination.”

Form 990, Part VI, Section B, line 15A

“The Executive Committee uses data and compensation surveys and studies of similar organizations and other relevant, lawful data and makes a recommendation on compensation for the director. A vote is then made by the Executive Committee, with the ratification by the Board of Trustees, establishing the compensation of the Director.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Cincinnati Bar Foundation
EIN
31-6059929
Phone
5136994014
Address
225 East Sixth Street 2nd Floor, Cincinnati, OH 45202

Signing Officer

Name
Dale Stalf
Title
Vice President
Phone
5136994014
Signed
2021-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dale Stalf
Formed
1961
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
110

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“No changes in process from prior year.”

Financial Statement Notes

Part V, Line 4:

“Mission Related”

Part X, Line 2:

“The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of Ohio law. However, they are subject to federal income tax on any unrelated business taxable income. The Foundation's IRS Form 990 is subject to review and examination by federal and state authorities. The Foundation believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Aaron M Herzig
IRS990/Form990PartVIISectionAGrp/PersonNm2Carl J Stich Jr
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark A Stiebel
IRS990/Form990PartVIISectionAGrp/PersonNm4Philomena S Ashdown
IRS990/Form990PartVIISectionAGrp/PersonNm5Fredric J Robbins
IRS990/Form990PartVIISectionAGrp/PersonNm6Danielle L Lorenz
IRS990/Form990PartVIISectionAGrp/PersonNm7George B Musekamp
IRS990/Form990PartVIISectionAGrp/PersonNm8Sarah S Herron
IRS990/Form990PartVIISectionAGrp/PersonNm9Nicholas W Temeles
IRS990/Form990PartVIISectionAGrp/PersonNm10Sara M Cooperrider
IRS990/Form990PartVIISectionAGrp/PersonNm11Bernice L Walker
IRS990/Form990PartVIISectionAGrp/PersonNm12Allison H Kropp
IRS990/Form990PartVIISectionAGrp/PersonNm13Anthony J Osterlund
IRS990/Form990PartVIISectionAGrp/PersonNm14Adrienne J Roach
IRS990/Form990PartVIISectionAGrp/PersonNm15Philip J Schworer
IRS990/Form990PartVIISectionAGrp/PersonNm16Dale A Stalf
IRS990/Form990PartVIISectionAGrp/PersonNm17Michael S Bailes
IRS990/Form990PartVIISectionAGrp/PersonNm18David R Boyles
IRS990/Form990PartVIISectionAGrp/PersonNm19Sarah Topy
IRS990/Form990PartVIISectionAGrp/PersonNm20Rene McPhedran
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer & Grants Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14Immediate Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Development Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt17President
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt0831515
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt03005022
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0300
IRS990/LandBldgEquipCostOrOtherBssAmt029941
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0462780
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Promoting justice and changing lives through the law with the desire to serve the legal profession, the justice system and the Greater Cincinnati community. The Cincinnati Bar Foundation concentrates grant-making efforts in the following four areas: 1. Knowledge and understanding of and respect for the law in the community, particularly with young people, 2. Improving the quality and administration of justice in all its facets, 3. Supporting the delivery of legal services at an affordable cost for the poor, elderly and otherwise disadvantaged, 4. Fostering professionalism and civility in the practice of law.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08091
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0477
IRS990/OccupancyGrp/ProgramServicesAmt01193
IRS990/OccupancyGrp/TotalAmt02386
IRS990/OfficeExpensesGrp/FundraisingAmt03759
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02506
IRS990/OfficeExpensesGrp/ProgramServicesAmt06266
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/TotalAmt09438
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025977
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017318
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt043296
IRS990/OtherSalariesAndWagesGrp/TotalAmt086591
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd01
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0233913
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IRS990ScheduleA/TotalSupportAmt01247894
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,035,710
Liabilities
$3,777
Net assets
$3,031,933
Revenue
$365,471
Expenses
$282,074
Net income
$83,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.30$0.01$4.29$0.50$0.30$0.20
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.01$4.13$0.30$0.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.56$0.39$0.29$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.76$0.04$3.72$0.57$0.25$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.01$3.72$0.48$0.26$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.03$0.37$0.28$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.06$2.91$0.29$0.30$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.02$2.86$0.41$0.24$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.61$0.04$2.57$0.31$0.28$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.04$2.34$0.36$0.23$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.04$2.31$0.43$0.25$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.02$2.21$0.30$0.25$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.04$2.04$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.03$1.79$0.26