Civic Intelligence

Oklahoma Aquarium Foundation

990 • Fiscal year 2014 • EIN 73-1317935

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profilewww.okaquarium.org
300 Aquarium DriveJenks, OK 74037

(918) 584-2900

Siviq Scores

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

Liabilities / Assets

45th percentile

0.08x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.23x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

64th percentile

6.8%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$1,042,679

Up $65,953 (+6.8%) from 2013

Net Assets

Up

$961,648

Up $89,922 (+10%) from 2013

Liabilities

Down

$81,031

Down $23,969 (-23%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin82nd percentile

Revenue

Down

$349,839

Down $129,050 (-27%) from 2013

Expenses

Up

$259,917

Up $111,652 (+75%) from 2013

Net Income

Down

$89,922

Down $240,702 (-73%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $976,726Liabilities 2013: $105,000Net Assets 2013: $871,7262013Assets 2014: $1,042,679Liabilities 2014: $81,031Net Assets 2014: $961,6482014Assets 2015: $367,415Liabilities 2015: $141,303Net Assets 2015: $226,1122015Assets 2016: $491,647Liabilities 2016: $85,819Net Assets 2016: $405,8282016Assets 2018: $401,507Liabilities 2018: $0Net Assets 2018: $401,5072018Assets 2019: $690,444Liabilities 2019: $71,244Net Assets 2019: $619,2002019Assets 2020: $818,295Liabilities 2020: $16,119Net Assets 2020: $802,1762020Assets 2021: $890,706Liabilities 2021: $30,289Net Assets 2021: $860,4172021

Highlighted filing

2014

Assets$1,042,679
Liabilities$81,031
Net Assets$961,648
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2013: $478,889Expenses 2013: $148,265Net Income 2013: $330,6242013Revenue 2014: $349,839Expenses 2014: $259,917Net Income 2014: $89,9222014Revenue 2015: $202,885Expenses 2015: $938,421Net Income 2015: -$735,5362015Revenue 2016: $349,363Expenses 2016: $169,647Net Income 2016: $179,7162016Revenue 2018: $291,741Expenses 2018: $341,904Net Income 2018: -$50,1632018Revenue 2019: $449,676Expenses 2019: $231,983Net Income 2019: $217,6932019Revenue 2020: $262,711Expenses 2020: $134,871Net Income 2020: $127,8402020Revenue 2021: $220,588Expenses 2021: $162,347Net Income 2021: $58,2412021

Highlighted filing

2014

Revenue$349,839
Expenses$259,917
Net Income$89,922
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$349,839
Mission and Program Overview

Mission

The mission of the oklahoma aquarium foundation is to support the operations, educational programs, strategic growth and sustainability of the jenks aquarium authority (a political subdivision of the city of jenks, oklahoma) in jenks, oklahoma. The aquarium is dedicated to fostering knowledge, appreciation and conservation of aquatic life and environments and welcomes more than 400,000 visitors annually providing an economic benefit in addition to serving as an educational resource. The purposes and objectives of the foundation shall be to develop, manage, operate and/or serve as an affiliated board of directors for public aquariums which will also serve as natural history museums, nature and wildlife interpretive and rehabilitation centers, sanctuaries, refuges, propogation centers for plant and animal species, house public or private agencies of a similar purpose and as science centers

To educate and inspire conservation of our aquatic world through interactive discovery

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$659,373$928,419▲ $269,046
Land, Buildings, and Equipment, Net$70,750$70,750→ $0
Pledges and Grants Receivable$246,603$43,510▼ $203,093
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$976,726$1,042,679▲ $65,953
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$105,000$81,031▼ $23,969
Accounts Payable and Accrued Expenses$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$105,000$81,031▼ $23,969
Net Assets / Fund Balance
Temporarily Rstr Net Assets$787,224$778,766▼ $8,458
Unrestricted Net Assets$84,502$182,882▲ $98,380
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$871,726$961,648▲ $89,922
Total Liabilities and Net Assets / Fund Balance$976,726$1,042,679▲ $65,953

Asset Categories

AssetBook ValueDepreciationBasis
Land$70,750-$70,750
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Dason GwartneyPresident
David SartinPresident
Jeremy JohnsonVice President
Brett CampbellDirector
Charlene KaiserDirector
Charles KelleyDirector
Christen MeyerDirector
Dave ShirleyDirector
Diana BeaulieuDirector
Don PettusDirector
Fred WightmanDirector
Harvie RoeDirector
James WhiteDirector
Jan SkinnerDirector
Jennifer ShouldersDirector
Jerry FloydDirector
John SielerDirector
Keith MontgomeryDirector
Laura HillDirector
Linda StoesserDirector
Lisa NicholsDirector
Lloyd LandrethDirector
Lynda LinscottDirector
Marco PlacenciaDirector
Marellie RobinsonDirector
Martin GarberDirector
Matt GriffinDirector
Michael CooperDirector
Pattie BowmanDirector
Shawn OrthDirector
Stephen SuttonDirector
Steven HendricksonDirector
WC TomsenDirector
Jeff BondsGeneral Counsel
Derek SmitheeMember
Michael PreglerSecretary
Kevin GoreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$349,287
Program Service Revenue
$0
Investment Income
$552
Other Revenue
$0
All Other Contributions
$349,287
Change in Net Assets
$89,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,917
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,552--$4,552
Insurance-$1,588-$1,588
Other Expenses$11,000$247-$247
Office Expenses-$169-$169
Total Functional Expenses$257,913$2,004$0$259,917
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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
Oklahoma Aquarium Foundation
EIN
73-1317935
In Care Of
% KEVIN GORE
Address
300 Aquarium Drive, Jenks, OK 74037

Signing Officer

Name
Kevin Gore
Title
Treasurer
Phone
9185842900
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Johnson
Formed
1988
Legal Domicile
Ok
Voting Board Members
40
Independent Board Members
40
Employees
0
Volunteers
100

Preparer

Preparer
Kevin Gore
Phone
9185842900
Supplemental Narrative

Additional Explanations

Public Availability Policy

“The Foundation's tax return and other policies that are required to be made available to the public are made available upon request.”

Organization Review of 990

“The Treasurer, Executive Committee and the Investment and Finance Committee of the Foundation reviewed the 990 prior to filing with the IRS.”

Conflict of Interest Policy Process

“Prior to entering into any agreement, the Executive Director and/or Executive Committee reviews the disclosed conflicts of interest to ensure that none exist in regards to the new agreement. If one were to exist, the conflict would be disclosed to the entire Executive Committee, voted on and communicated to the entire board of directors.”

Governance, Management and Disclosure

“The bylaws of the organization allow for meetings at least annually. The executive committee meets every other month (the month between board of directors meetings), or as needed if more frequent, to discuss governance and management issues. The members of the board of directors meet every other month and vote to approve the actions taken by the organization, including the executive committee, during the prior two month period, if not approved in advance.”

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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01588
IRS990/InsuranceGrp/TotalAmt01588
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0552
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt070750
IRS990/LandBldgEquipBasisNetGrp/EOYAmt070750
IRS990/LandBldgEquipCostOrOtherBssAmt070750
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE OKLAHOMA AQUARIUM FOUNDATION IS TO SUPPORT THE OPERATIONS, EDUCATIONAL PROGRAMS, STRATEGIC GROWTH AND SUSTAINABILITY OF THE JENKS AQUARIUM AUTHORITY (A POLITICAL SUBDIVISION OF THE CITY OF JENKS, OKLAHOMA) IN JENKS, OKLAHOMA. THE AQUARIUM IS DEDICATED TO FOSTERING KNOWLEDGE, APPRECIATION AND CONSERVATION OF AQUATIC LIFE AND ENVIRONMENTS AND WELCOMES MORE THAN 400,000 VISITORS ANNUALLY PROVIDING AN ECONOMIC BENEFIT IN ADDITION TO SERVING AS AN EDUCATIONAL RESOURCE. THE PURPOSES AND OBJECTIVES OF THE FOUNDATION SHALL BE TO DEVELOP, MANAGE, OPERATE AND/OR SERVE AS AN AFFILIATED BOARD OF DIRECTORS FOR PUBLIC AQUARIUMS WHICH WILL ALSO SERVE AS NATURAL HISTORY MUSEUMS, NATURE AND WILDLIFE INTERPRETIVE AND REHABILITATION CENTERS, SANCTUARIES, REFUGES, PROPOGATION CENTERS FOR PLANT AND ANIMAL SPECIES, HOUSE PUBLIC OR PRIVATE AGENCIES OF A SIMILAR PURPOSE AND AS SCIENCE CENTERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt0961648
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0169
IRS990/OfficeExpensesGrp/TotalAmt0169
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TRANSFERS TO JAA
IRS990/OtherExpensesGrp/Desc1FISH FRIENDS
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0247
IRS990/OtherExpensesGrp/ProgramServicesAmt0237361
IRS990/OtherExpensesGrp/ProgramServicesAmt15000
IRS990/OtherExpensesGrp/ProgramServicesAmt211000
IRS990/OtherExpensesGrp/TotalAmt0237361
IRS990/OtherExpensesGrp/TotalAmt15000
IRS990/OtherExpensesGrp/TotalAmt211000
IRS990/OtherExpensesGrp/TotalAmt3247
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0246603
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt043510
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jeremy Johnson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Ongoing fundraising for Fish Friends, an educational scholarship program, that pays for Aquarium field trips for underserved school groups.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05000
IRS990/ProgSrvcAccomActy3Grp/Desc0Fundraising from Aquarium Run proceeds to support the Aquarium operations
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt047690
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt047690
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Hallowmarine
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Other
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt120552
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt038000
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02116
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0148265
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0330624
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0148265
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0478889
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt089922
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0258597
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0659373
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0928419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0349287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0476773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0217809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0270207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0376400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01690476

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,042,679
Liabilities
$81,031
Net assets
$961,648
Revenue
$349,839
Expenses
$259,917
Net income
$89,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.03$0.86$0.22$0.16$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.02$0.80$0.26$0.13$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.07$0.62$0.45$0.23$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.29$0.34$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.09$0.41$0.35$0.17$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.14$0.23$0.20$0.94$0.74
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.08$0.96$0.35$0.26$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.11$0.87$0.48$0.15$0.33