Civic Intelligence

Northern Virgina Waldorf School DBA Potomac Crescent Waldorf Sch

990 • Fiscal year 2019 • EIN 54-1962764

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 06, 2020

Organization ProfileWWW.POTOMACWALDORF.ORG
3846 King StreetAlexandria, VA 22302-1906

(703) 486-1309

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.08x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.04x

Higher debt load relative to revenue than 53% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

45th percentile

1.7%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-0.1%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$371,617

Up $46,015 (+14%) from 2018

Net Assets

Up

$340,757

Up $26,210 (+8.3%) from 2018

Liabilities

Up

$30,860

Up $19,805 (+179%) from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin45th percentile

Revenue

Down

$818,588

Down $893 (-0.1%) from 2018

Expenses

Up

$804,520

Up $22,091 (+2.8%) from 2018

Net Income

Down

$14,068

Down $22,984 (-62%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $179,116Liabilities 2011: $46,323Net Assets 2011: $132,7932011Assets 2012: $178,048Liabilities 2012: $46,598Net Assets 2012: $131,4502012Assets 2013: $118,526Liabilities 2013: $69,235Net Assets 2013: $49,2912013Assets 2014: $130,988Liabilities 2014: $16,662Net Assets 2014: $114,3262014Assets 2015: $204,547Liabilities 2015: $3,538Net Assets 2015: $201,0092015Assets 2016: $236,123Liabilities 2016: $2,042Net Assets 2016: $234,0812016Assets 2017: $282,229Liabilities 2017: $4,734Net Assets 2017: $277,4952017Assets 2018: $325,602Liabilities 2018: $11,055Net Assets 2018: $314,5472018Assets 2019: $371,617Liabilities 2019: $30,860Net Assets 2019: $340,7572019Assets 2020: $457,175Liabilities 2020: $154,553Net Assets 2020: $302,6222020Assets 2021: $558,241Liabilities 2021: $195,561Net Assets 2021: $362,6802021Assets 2022: $816,523Liabilities 2022: $577,320Net Assets 2022: $239,2032022Assets 2023: $3,301,510Liabilities 2023: $3,421,776Net Assets 2023: -$120,2662023

Highlighted filing

2019

Assets$371,617
Liabilities$30,860
Net Assets$340,757
Open 2019 Filing

Operations Trend

Revenue Growth40th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $516,883Expenses 2011: $482,862Net Income 2011: $34,0212011Revenue 2012: $587,845Expenses 2012: $589,188Net Income 2012: -$1,3432012Expenses 2013: $625,9252013Revenue 2014: $657,553Expenses 2014: $592,518Net Income 2014: $65,0352014Revenue 2015: $726,324Expenses 2015: $639,641Net Income 2015: $86,6832015Revenue 2016: $788,335Expenses 2016: $755,263Net Income 2016: $33,0722016Revenue 2017: $864,656Expenses 2017: $821,242Net Income 2017: $43,4142017Revenue 2018: $819,481Expenses 2018: $782,429Net Income 2018: $37,0522018Revenue 2019: $818,588Expenses 2019: $804,520Net Income 2019: $14,0682019Revenue 2020: $778,255Expenses 2020: $808,306Net Income 2020: -$30,0512020Revenue 2021: $782,796Expenses 2021: $856,602Net Income 2021: -$73,8062021Revenue 2022: $870,831Expenses 2022: $996,364Net Income 2022: -$125,5332022Revenue 2023: $1,012,775Expenses 2023: $1,370,148Net Income 2023: -$357,3732023

Highlighted filing

2019

Revenue$818,588
Expenses$804,520
Net Income$14,068
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 6, 2020
Return Version
2018v3.2
Gross Receipts
$818,588
Mission and Program Overview

Mission

To provide pre-k through elementary education using the waldorf education model

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$141,798$203,525▲ $61,727
Land, Buildings, and Equipment, Net$157,752$136,989▼ $20,763
Prepaid Expenses and Deferred Charges$7,324$20,143▲ $12,819
Accounts Receivable$11,610$8,136▼ $3,474
Savings and Temporary Cash Investments$2,768$2,824▲ $56
Total Assets$325,602$371,617▲ $46,015
Other Assets Total$4,350--
Liabilities
Deferred Revenue$8,950$27,612▲ $18,662
Other Liabilities$2,105$3,248▲ $1,143
Total Liabilities$11,055$30,860▲ $19,805
Net Assets / Fund Balance
Unrestricted Net Assets$293,733$328,615▲ $34,882
Temporarily Rstr Net Assets$20,814$12,142▼ $8,672
Total Net Assets Fund Balance$314,547$340,757▲ $26,210
Total Liabilities and Net Assets / Fund Balance$325,602$371,617▲ $46,015

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$136,989$72,139$209,128
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Brian RupertBoard Chair
Corie DriscollDirector
Laura ReidenbachDirector
Nicholas HamptonDirector
Danielle KozlowskiDirector / S
Zachary ButterfieldDirector / T
Anna SkidmoreDirector/sec
Karin PeelingSecretary
Michael NakamotoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,315
Program Service Revenue
$801,272
Investment Income
$1
Other Revenue
$0
All Other Contributions
$17,315
Change in Net Assets
$14,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$635,386
Other Expenses$169,134
Total Fundraising Expense$8,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$487,682$93,385-$581,067
Occupancy$69,039$13,249-$82,288
Payroll Taxes$37,080$7,115-$44,195
Depreciation Depletion$17,477$1,661$1,625$20,763
Advertising-$9,607$5,965$15,572
Other Employee Benefits$8,494$1,630-$10,124
Fees for Services Other$3,776$3,660-$7,436
Insurance-$6,939-$6,939
Office Expenses$5,516$1,059-$6,575
All Other Expenses$1,073$1,459-$2,532
Other Expenses$2,189--$2,189
Fees for Services Accounting-$1,200$450$1,650
Total Functional Expenses$655,516$140,964$8,040$804,520
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
Parent Association Funds$2,890
Payroll Liabilities$205
Other Payables$153
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Completed form 990 is reviewed by all board members and subject to approval.”

Form 990, Page 6, Part VI, Line 15A

“Salaries are reviewed and approved as part of the annual budget process with consideration given to comparability data and the financial ability of the organization.”

Form 990, Page 6, Part VI, Line 15B

“SAME PROCESS AS ABOVE”

Form 990, Page 6, Part VI, Line 19

“Governing documents and the form 990 are made available to the general public upon request”

Filing and Contact Details

Filer

Filer Name
Northern Virginia
EIN
54-1962764
Phone
7034861309
Address
3846 KING STREET, ALEXANDRIA, VA 22302-1906
Doing Business As
Potomac Crescent Waldorf School

Signing Officer

Name
Zachary Butterfield
Title
Director / Treasurer
Phone
7034861309
Signed
2020-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Nakamoto
Formed
1998
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
33
Volunteers
50

Preparer

Firm
Hcfl
Address
1104 KENILWORTH DRIVE SUITE 300, TOWSON, MD 21204-3102
Preparer
Jeffery D Stine CPA Cgma
Phone
4108284446
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfer for restricted funds 12,142”

Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0136989
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt072139
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0209128
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02890
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PARENT ASSOCIATION FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER PAYABLES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0136989
IRS990ScheduleD/TotalLiabilityAmt03248
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL PUBLICIZED INFORMATION INCLUDES THE STATEMENT, THE NORTHERN VIRGINIA WALDORF SCHOOL INITIATIVE (NVWSI), DBA POTOMAC CRESCENT WALDORF SCHOOL, DOES NOT DISCRIMINATE BY RACE, COLOR, ETHNIC OR NATIONAL ORIGIN, OR RELIGION IN ITS ADMISSIONS, ADMINISTRATIVE, FINANCIAL AID OR ANY OTHER POLICIES. THE SCHOOL IS A NON-PROFIT CORPORATION WITH TAX-EXEMPT STATUS UNDER IRS 501(C)(3)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETED FORM 990 IS REVIEWED BY ALL BOARD MEMBERS AND SUBJECT TO APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALARIES ARE REVIEWED AND APPROVED AS PART OF THE ANNUAL BUDGET PROCESS WITH CONSIDERATION GIVEN TO COMPARABILITY DATA AND THE FINANCIAL ABILITY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SAME PROCESS AS ABOVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND THE FORM 990 ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER FOR RESTRICTED FUNDS 12,142
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt020814
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012142
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0325602
IRS990/TotalAssetsEOYAmt0371617
IRS990/TotalAssetsGrp/BOYAmt0325602
IRS990/TotalAssetsGrp/EOYAmt0371617
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017315
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08040
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0140964
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0655516
IRS990/TotalFunctionalExpensesGrp/TotalAmt0804520
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011055
IRS990/TotalLiabilitiesEOYAmt030860
IRS990/TotalLiabilitiesGrp/BOYAmt011055
IRS990/TotalLiabilitiesGrp/EOYAmt030860
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0314547
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0340757
IRS990/TotalProgramServiceExpensesAmt0655516
IRS990/TotalProgramServiceRevenueAmt0801272
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0801272
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0818588
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0325602
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0371617
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0293733
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0328615
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.POTOMACWALDORF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACHARY BUTTERFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR / TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07034861309
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHERN VIRGINIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WALDORF INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0541962764
ReturnHeader/Filer/PhoneNum07034861309
ReturnHeader/Filer/USAddress/AddressLine1Txt03846 KING STREET
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0223021906
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EEE92004231F6FF431D62A83E4B156E95A1673D6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EEE92004231F6FF431D62A83E4B156E95A1673D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.31.214.9
ReturnHeader/FilingSecurityInformation/IPDt02020-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:49:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521399339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HCFL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01104 KENILWORTH DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOWSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212043102
ReturnHeader/PreparerPersonGrp/PhoneNum04108284446
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY D STINE CPA CGMA
ReturnHeader/ReturnTs02020-05-13T09:49:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$371,617
Liabilities
$30,860
Net assets
$340,757
Revenue
$818,588
Expenses
$804,520
Net income
$14,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.30$3.42$0.12$1.01$1.37$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.58$0.24$0.87$1.00$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.20$0.36$0.78$0.86$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.15$0.30$0.78$0.81$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.34$0.82$0.80$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.01$0.31$0.82$0.78$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.86$0.82$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.23$0.79$0.76$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.73$0.64$0.09
2014Summary only. Only limited summary data is available for this year.$0.13$0.02$0.11$0.66$0.59$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.07$0.05$0.63
2012Summary only. Only limited summary data is available for this year.$0.18$0.05$0.13$0.59$0.59$0.00
2011Summary only. Only limited summary data is available for this year.$0.18$0.05$0.13$0.52$0.48$0.03