Civic Intelligence

Upper Savannah Care Services

990 • Fiscal year 2016 • EIN 57-1030192

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 18, 2016

Post Office Box 3203Greenwood, SC 29648

(864) 229-9029

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.01x

Higher debt load relative to assets than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$53,152

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

96th percentile

113%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

40%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$805,122

Up $426,666 (+113%) from 2015

Net Assets

Up

$809,207

Up $435,999 (+117%) from 2015

Liabilities

Down

-$4,085

Down $9,333 (-178%) from 2015

Revenue

Up

$1,682,710

Up $481,809 (+40%) from 2015

Expenses

Up

$1,246,711

Up $284,531 (+30%) from 2015

Net Income

Up

$435,999

Up $197,278 (+83%) from 2015

Historical Trend

Balance Sheet Trend

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: $31,492Liabilities 2011: $20,453Net Assets 2011: $11,0392011Assets 2012: $45,623Liabilities 2012: $49,609Net Assets 2012: -$3,9862012Assets 2013: -$8,767Liabilities 2013: $3,562Net Assets 2013: -$12,3292013Assets 2014: $138,323Liabilities 2014: $3,836Net Assets 2014: $134,4872014Assets 2015: $378,456Liabilities 2015: $5,248Net Assets 2015: $373,2082015Assets 2016: $805,122Liabilities 2016: -$4,085Net Assets 2016: $809,2072016Assets 2017: $1,476,882Liabilities 2017: $7,348Net Assets 2017: $1,469,5342017Assets 2018: $2,232,058Liabilities 2018: $20,475Net Assets 2018: $2,211,5832018Assets 2019: $2,715,712Liabilities 2019: $13,731Net Assets 2019: $2,701,9812019Assets 2020: $3,048,417Liabilities 2020: $16,796Net Assets 2020: $3,031,6212020Assets 2021: $3,376,867Liabilities 2021: $38,546Net Assets 2021: $3,338,3212021Assets 2022: $3,670,837Liabilities 2022: $51,011Net Assets 2022: $3,619,8262022Assets 2023: $3,955,490Liabilities 2023: $61,974Net Assets 2023: $3,893,5162023Assets 2024: $3,742,509Liabilities 2024: $77,353Net Assets 2024: $3,665,1562024Assets 2025: $3,424,478Liabilities 2025: $120,588Net Assets 2025: $3,303,8902025

Highlighted filing

2016

Assets$805,122
Liabilities-$4,085
Net Assets$809,207

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $535,4032011Revenue 2012: $522,896Expenses 2012: $537,921Net Income 2012: -$15,0252012Expenses 2013: $533,8262013Revenue 2014: $923,990Expenses 2014: $777,174Net Income 2014: $146,8162014Revenue 2015: $1,200,901Expenses 2015: $962,180Net Income 2015: $238,7212015Revenue 2016: $1,682,710Expenses 2016: $1,246,711Net Income 2016: $435,9992016Revenue 2017: $2,163,771Expenses 2017: $1,503,472Net Income 2017: $660,2992017Revenue 2018: $2,820,001Expenses 2018: $2,071,644Net Income 2018: $748,3572018Revenue 2019: $3,450,502Expenses 2019: $2,960,104Net Income 2019: $490,3982019Revenue 2020: $3,883,817Expenses 2020: $3,554,177Net Income 2020: $329,6402020Revenue 2021: $4,352,977Expenses 2021: $4,046,277Net Income 2021: $306,7002021Revenue 2022: $5,045,752Expenses 2022: $4,764,247Net Income 2022: $281,5052022Revenue 2023: $5,606,751Expenses 2023: $5,333,061Net Income 2023: $273,6902023Revenue 2024: $6,100,512Expenses 2024: $6,328,872Net Income 2024: -$228,3602024Revenue 2025: $6,474,480Expenses 2025: $6,835,246Net Income 2025: -$360,7662025

Highlighted filing

2016

Revenue$1,682,710
Expenses$1,246,711
Net Income$435,999
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 18, 2016
Return Version
2015v2.1
Gross Receipts
$1,682,710
Mission and Program Overview

Mission

Upper savannah care services has been providing hiv/aids-related services, care, and education since its inception. The agency was established in response to the devastating impact of hiv/aids in the the following counties of upstate south carolina: greenwood, laurens, abbeville, mccormick, edgefield, and saluda. The vision of upper savannah care services is to get hiv infected clients into care and then maintain their hiv care along with a healthy lifestyle which will reduce new hiv infections and improve the quality of life of its clients and the community by keeping clients' hiv non-detectable.

To coordinate medical, support, and primary/secondary prevention services, empowering people with hiv/aids and their families to make informed decisions regarding care and services. Facilitating prevention efforts for at risk populations in the six counties served (abbeville, greenwood, laurens, mccormick, saluda, and edgefield, south carolina).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$374,153$783,387▲ $409,234
Land, Buildings, and Equipment, Net$4,303$21,735▲ $17,432
Total Assets$378,456$805,122▲ $426,666
Liabilities
Other Liabilities$5,248$-4,085▼ $9,333
Total Liabilities$5,248$-4,085▼ $9,333
Net Assets / Fund Balance
Unrestricted Net Assets$373,208$809,207▲ $435,999
Total Net Assets Fund Balance$373,208$809,207▲ $435,999
Total Liabilities and Net Assets / Fund Balance$378,456$805,122▲ $426,666

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,691$36,533$58,224
Other Land Buildings$44$13,392$13,436
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason WilliamsExecutive DirectorFT$52,379$773$53,152

Board Members and Trustees

NameTitle
Lanny WordChair
Rachel DavisVice Chair
Joel SmartBoard Member
Lenora TalleyBoard Member
Patricia WilliamsBoard Member
Sarah WilliamsBoard Member
Willie LagrooneSecretary
Dawn AmersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$439,754
Program Service Revenue
$0
Investment Income
$62
Other Revenue
$1,242,894
All Other Contributions
$1,242
Change in Net Assets
$435,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$893,889
Salaries, Compensation, and Employee Benefits$352,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$202,951$22,550-$225,501
Current Officers, Directors, Trustees, and Key Employees$47,141$5,238-$52,379
Other Employee Benefits$45,647$5,072-$50,719
Other Expenses$30,747--$30,747
Occupancy$21,473$5,223-$26,696
Conferences and Meetings$23,991$2,666-$26,657
Payroll Taxes$18,013$2,001-$20,014
Travel$14,273--$14,273
Information Technology$10,517$1,168-$11,685
Fees for Services Accounting-$11,030-$11,030
Insurance$7,340$3,024-$10,364
All Other Expenses$8,004$717-$8,721
Office Expenses$6,948$1,095-$8,043
Pension Plan Contributions$3,788$421-$4,209
Depreciation Depletion$1,787$198-$1,985
Total Functional Expenses$1,186,308$60,403$0$1,246,711
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
Payroll Liabilities$-4,085
Governance and Compliance

Governance Checklist

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

The executive director was given a draft copy of form 990 for review prior to filing.

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

Any possible conflicts of interest are examined by the board of directors. Should any member be subject to the conflict of interest, they are excluded from any discussions or decision making as it pertains to the possible conflict.

Form 990, Part VI, Section C, Line 19

Any governing documents or policies of the agency can be provided upon request.

Filing and Contact Details

Filer

Filer Name
Upper Savannah Care Services
EIN
57-1030192
Phone
8642299029
Address
POST OFFICE BOX 3203, GREENWOOD, SC 29648

Signing Officer

Name
Jason Williams
Title
Executive Director
Phone
8642299029
Signed
2016-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Williams
Formed
1996
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
5

Preparer

Firm
Manley Garvin LLC
Address
P O BOX 429, GREENWOOD, SC 29648-0429
Preparer
Bonnie C Ashley CPA
Phone
8642294951
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0608062
IRS990/PYOtherRevenueAmt0802674
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0238721
IRS990/PYSalariesCompEmpBnftPaidAmt0354118
IRS990/PYTotalExpensesAmt0962180
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01200901
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0435999
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0439754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0398227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0421280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0419307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0519195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02197763
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0174
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0236
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03193
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01242894
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0799891
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0501171
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0102004
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0508
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02646468
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45370
IRS990ScheduleA/PublicSupportPY170Pct00.61960
IRS990ScheduleA/PublicSupportTotal170Amt02197763
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0439754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0398227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0421280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0419307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0519195
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02197763
IRS990ScheduleA/TotalSupportAmt04844467
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt021691
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036533
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058224
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt044
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013392
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013436
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-4085
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021735
IRS990ScheduleD/TotalLiabilityAmt0-4085
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR WAS GIVEN A DRAFT COPY OF FORM 990 FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POSSIBLE CONFLICTS OF INTEREST ARE EXAMINED BY THE BOARD OF DIRECTORS. SHOULD ANY MEMBER BE SUBJECT TO THE CONFLICT OF INTEREST, THEY ARE EXCLUDED FROM ANY DISCUSSIONS OR DECISION MAKING AS IT PERTAINS TO THE POSSIBLE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY GOVERNING DOCUMENTS OR POLICIES OF THE AGENCY CAN BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0378456
IRS990/TotalAssetsEOYAmt0805122
IRS990/TotalAssetsGrp/BOYAmt0378456
IRS990/TotalAssetsGrp/EOYAmt0805122
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0439754
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060403
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01186308
IRS990/TotalFunctionalExpensesGrp/TotalAmt01246711
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05248
IRS990/TotalLiabilitiesEOYAmt0-4085
IRS990/TotalLiabilitiesGrp/BOYAmt05248
IRS990/TotalLiabilitiesGrp/EOYAmt0-4085
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0373208
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0809207
IRS990/TotalOtherCompensationAmt0773
IRS990/TotalProgramServiceExpensesAmt01186308
IRS990/TotalReportableCompFromOrgAmt052379
IRS990/TotalRevenueGrp/ExclusionAmt062
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01242894
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01682710
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0378456
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0805122
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt014273
IRS990/TravelGrp/TotalAmt014273
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0373208
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0809207
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0POST OFFICE BOX 3203
IRS990/USAddress/CityNm0GREENWOOD
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029648
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0HTTP://WWW.USCCGLEAMS.ORG/INDEX.PHP
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08642299029
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER SAVANNAH CARE SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0571030192
ReturnHeader/Filer/PhoneNum08642299029
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 3203
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029648
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475156994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANLEY GARVIN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 429
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296480429
ReturnHeader/PreparerPersonGrp/PhoneNum08642294951
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE C ASHLEY CPA
ReturnHeader/ReturnTs02016-08-31T09:33:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.42$0.12$3.30$6.47$6.84$0.36
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.08$3.67$6.10$6.33$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.06$3.89$5.61$5.33$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.05$3.62$5.05$4.76$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.04$3.34$4.35$4.05$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.02$3.03$3.88$3.55$0.33
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.01$2.70$3.45$2.96$0.49
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.02$2.21$2.82$2.07$0.75
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.47$2.16$1.50$0.66
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.68$1.25$0.44
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$1.20$0.96$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.13$0.92$0.78$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.53
2012Summary only. Only limited summary data is available for this year.$0.05$0.05$0.00$0.52$0.54$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.02$0.01$0.54