Civic Intelligence

Saint Paul Ballet

990 • Fiscal year 2018 • EIN 41-1882522

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

655 Fairview Ave NSaint Paul, MN 55104

(651) 690-1588

Siviq Scores

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

Liabilities / Assets

97th percentile

1.67x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.11x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

33rd percentile

-2.5%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

20th percentile

-8.3%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Down

$45,667

Down $4,126 (-8.3%) from 2017

Net Assets

Down

-$30,824

Down $17,125 (-125%) from 2017

Liabilities

Up

$76,491

Up $12,999 (+20%) from 2017

Revenue

Up

$674,309

Up $134,186 (+25%) from 2017

Expenses

Up

$691,434

Up $127,070 (+23%) from 2017

Net Income

Up

-$17,125

Up $7,116 (+29%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $52,869Liabilities 2011: $25,340Net Assets 2011: $27,5292011Assets 2012: $46,063Liabilities 2012: $35,352Net Assets 2012: $10,7112012Assets 2013: $22,963Liabilities 2013: $17,503Net Assets 2013: $5,4602013Assets 2014: $31,828Liabilities 2014: $14,183Net Assets 2014: $17,6452014Assets 2015: $45,701Liabilities 2015: $19,228Net Assets 2015: $26,4732015Assets 2016: $44,947Liabilities 2016: $34,405Net Assets 2016: $10,5422016Assets 2017: $49,793Liabilities 2017: $63,492Net Assets 2017: -$13,6992017Assets 2018: $45,667Liabilities 2018: $76,491Net Assets 2018: -$30,8242018Assets 2019: $41,518Liabilities 2019: $63,831Net Assets 2019: -$22,3132019Assets 2020: $70,813Liabilities 2020: $90,423Net Assets 2020: -$19,6102020Assets 2021: $109,919Liabilities 2021: $130,038Net Assets 2021: -$20,1192021Assets 2022: $113,495Liabilities 2022: $110,458Net Assets 2022: $3,0372022Assets 2023: $64,439Liabilities 2023: $102,352Net Assets 2023: -$37,9132023

Highlighted filing

2018

Assets$45,667
Liabilities$76,491
Net Assets-$30,824

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $405,3532011Expenses 2012: $423,6952012Revenue 2013: $343,061Expenses 2013: $349,019Net Income 2013: -$5,9582013Revenue 2014: $266,731Expenses 2014: $254,546Net Income 2014: $12,1852014Revenue 2015: $386,241Expenses 2015: $377,413Net Income 2015: $8,8282015Revenue 2016: $510,570Expenses 2016: $528,441Net Income 2016: -$17,8712016Revenue 2017: $540,123Expenses 2017: $564,364Net Income 2017: -$24,2412017Revenue 2018: $674,309Expenses 2018: $691,434Net Income 2018: -$17,1252018Revenue 2019: $414,890Expenses 2019: $406,379Net Income 2019: $8,5112019Revenue 2020: $336,171Expenses 2020: $333,468Net Income 2020: $2,7032020Revenue 2021: $333,175Expenses 2021: $334,318Net Income 2021: -$1,1432021Revenue 2022: $390,921Expenses 2022: $367,765Net Income 2022: $23,1562022Revenue 2023: $372,072Expenses 2023: $413,022Net Income 2023: -$40,9502023

Highlighted filing

2018

Revenue$674,309
Expenses$691,434
Net Income-$17,125
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.0
Gross Receipts
$687,855
Mission and Program Overview

Mission

Saint Paul Ballet's vision is to rejoice in the beauty and immediacy of dance with the widest possible audience and to lift the human spirit through the art of ballet. Its mission is to provide the finest dance education, reduce barriers to involvement in the art of dance, and perform a vibrant repertory with a passion for the highest level of excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$19,688$23,368▲ $3,680
Pledges and Grants Receivable$6,791$19,160▲ $12,369
Loans From Officers Directors-$12,000-
Prepaid Expenses and Deferred Charges$2,681$3,648▲ $967
Cash and Non-Interest-Bearing Accounts$20,633$-509▼ $21,142
Total Assets$49,793$45,667▼ $4,126
Liabilities
Deferred Revenue$38,431$46,404▲ $7,973
Other Liabilities$16,891$17,559▲ $668
Accounts Payable and Accrued Expenses$8,170$528▼ $7,642
Total Liabilities$63,492$76,491▲ $12,999
Net Assets / Fund Balance
Temporarily Rstr Net Assets$16,130$15,000▼ $1,130
Permanently Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-29,829$-45,824▼ $15,995
Total Net Assets Fund Balance$-13,699$-30,824▼ $17,125
Total Liabilities and Net Assets / Fund Balance$49,793$45,667▼ $4,126

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,062$35,026$40,088
Buildings$0$0$0
Land$0-$0
Equipment$4,565$3,045$0
Leasehold Improvements$7,741$1,710$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sarah LeismerChair
Amber GenetskyDirector
Christine OnuskoDirector
Dalton OutlawDirector
Jim DeLeoDirector
Kelly TurpinDirector
Lilyan HoyosSecretary
Steven PomeroyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$220,573
Program Service Revenue
$448,546
Investment Income
$0
Other Revenue
$5,190
All Other Contributions
$174,982
Change in Net Assets
$-17,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$362,342
Salaries, Compensation, and Employee Benefits$324,092
Total Fundraising Expense$23,322
Professional Fundraising Fees$5,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$256,874$25,222$11,664$293,760
Fees for Services Other$101,847$4,265$1,291$107,403
Occupancy$54,210$2,840-$57,050
Payroll Taxes$26,680$2,435$1,217$30,332
Advertising$9,655$4,606$3,877$18,138
Insurance$2,401$6,433$110$8,944
Fees for Services Accounting-$8,858-$8,858
Office Expenses$3,295$5,479$10$8,784
Other Expenses$963$7,369$12$8,344
Fees for Services Professional Fundraising--$5,000$5,000
Depreciation Depletion-$4,659-$4,659
Travel$2,055--$2,055
Information Technology$1,200$740$0$1,940
Interest-$1,135-$1,135
Conferences and Meetings$119$290$141$550
Total Functional Expenses$593,431$74,681$23,322$691,434
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,661
Professional Fundraising Fees$5,000
Fundraising Gross Income$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$12,000-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued wages$17,339
Gift card liability$220
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 B, Line 11B

All directors review the 990 and vote to give approval before submission.

Form 990, Part VI, Section C, Line 19

Upon request.

Filing and Contact Details

Filer

Filer Name
Saint Paul Ballet
EIN
41-1882522
Phone
6516901588
Address
655 Fairview Ave N, Saint Paul, MN 55104

Signing Officer

Name
Lori Gleason
Title
Executive Director
Phone
6122039055
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Gleason
Formed
1997
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
43
Volunteers
175

Preparer

Firm
Fiona Robinson Consulting
Address
3837 29th Ave S, Minneapolis, MN 55406
Preparer
Fiona Robinson
Phone
6123562642
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Artistic contracted expenses - teachers, musicians, choreographers, dancers, composers/directors, photographers.

Raw XML AppendixShowing 400 of 548 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/Desc0Presented a 31-week professional season with ensemble of 8 dancers and three apprentices. Toured to Menomonie, WI; holiday production at The O'Shaughnessy saw audience of 2100; Fifth Anniversary at The Cowles Center for Dance & Performing Arts presented two evenings of dance at Minnesota's premiere dance performance venue. SPB was awarded a Ordway Cultural grant to reprise Ballet and Boxing in collaboration with Element Gym. SPB continues to garner significant grants from foundations and government in operating support and projects.
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IRS990/OtherExpensesGrp/TotalAmt1657
IRS990/OtherExpensesGrp/TotalAmt28344
IRS990/OtherLiabilitiesGrp/BOYAmt016891
IRS990/OtherLiabilitiesGrp/EOYAmt017559
IRS990/OtherRevenueMiscGrp/BusinessCd0443120
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2541800
IRS990/OtherRevenueMiscGrp/Desc0Staff equipment purchase
IRS990/OtherRevenueMiscGrp/Desc1Insurance payment from loss of asset
IRS990/OtherRevenueMiscGrp/Desc2Advertising revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt0472
IRS990/OtherRevenueMiscGrp/ExclusionAmt16096
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0472
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16096
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21195
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt21195
IRS990/OtherRevenueTotalAmt07763
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011664
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025222
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0256874
IRS990/OtherSalariesAndWagesGrp/TotalAmt0293760
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01217
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02435
IRS990/PayrollTaxesGrp/ProgramServicesAmt026680
IRS990/PayrollTaxesGrp/TotalAmt030332
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06791
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt019160
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02681
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03648
IRS990/PrincipalOfficerNm0Lori Gleason
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711120
IRS990/ProgramServiceRevenueGrp/BusinessCd1711120
IRS990/ProgramServiceRevenueGrp/Desc0Education income
IRS990/ProgramServiceRevenueGrp/Desc1Performance Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0304779
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1143767
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0304779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1143767
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0SPB provided continued and increased excellence in training. SPB grew its student population by 25% at its Hamline Midway location; 25 employees included teachers, musicians and administration. This year the largest percentage of students were accepted to summer courses in SPB's history. Over $15,000 in scholarships were awarded to students for merit and need.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0379796
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0522374
IRS990/ProgSrvcAccomActy3Grp/Desc0SPB continued free public performances and participation to the community including Ballet Tuesdays at Landmark Center , Mall of America Toddler Tuesdays, and school matinees for public school students, home-schooled students and senior citizens. Held 5th annual Health Fair to promote healthy body image for dancers , students and families.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt023533
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt022000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0169742
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0261061
IRS990/PYOtherRevenueAmt09108
IRS990/PYProgramServiceRevenueAmt0361273
IRS990/PYRevenuesLessExpensesAmt0-24241
IRS990/PYSalariesCompEmpBnftPaidAmt0297803
IRS990/PYTotalExpensesAmt0564364
IRS990/PYTotalProfFndrsngExpnsAmt05500
IRS990/PYTotalRevenueAmt0540123
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-17125
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt0904
IRS990/RentalIncomeOrLossGrp/RealAmt04655
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0134953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0220573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0169190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0113273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0124296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0639096
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05527
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07367
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0451675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0360913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0391977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0261789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0254956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01721310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015916
IRS990ScheduleA/InvestmentIncomeCYPct00.00670
IRS990ScheduleA/InvestmentIncomePYPct00.00404
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt02099
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt0912
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt03011
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86199
IRS990ScheduleA/PublicSupportPY509Pct00.86880
IRS990ScheduleA/PublicSupportTotal509Amt02048369
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0124800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt065896
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt065160
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt056181
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0312037
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0124800
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt065896
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt065160
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt056181
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0312037
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0672248
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0530103

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.64$1.02$0.38$3.72$4.13$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$1.10$0.03$3.91$3.68$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$1.30$0.20$3.33$3.34$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.90$0.20$3.36$3.33$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.64$0.22$4.15$4.06$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.76$0.31$6.74$6.91$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.63$0.14$5.40$5.64$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.34$0.11$5.11$5.28$0.18
2015Summary only. Only limited summary data is available for this year.$0.46$0.19$0.26$3.86$3.77$0.09
2014Summary only. Only limited summary data is available for this year.$0.32$0.14$0.18$2.67$2.55$0.12
2013Summary only. Only limited summary data is available for this year.$0.23$0.18$0.05$3.43$3.49$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.35$0.11$4.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.25$0.28$4.05