Civic Intelligence

Oklahoma Pharmacists Helping Pharmacists Inc.

990 • Fiscal year 2016 • EIN 73-1391653

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 07, 2017

629 24th Ave SWNorman, OK 73069

(405) 360-5533

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$50,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 48.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$198,181

Down $14,302 (-6.7%) from 2015

Net Assets

Down

$196,766

Down $14,298 (-6.8%) from 2015

Liabilities

Down

$1,415

Down $4 (-0.3%) from 2015

Revenue

Down

$102,653

Down $26,063 (-20%) from 2015

Expenses

Down

$116,951

Down $2,283 (-1.9%) from 2015

Net Income

Down

-$14,298

Down $23,780 (-251%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $104,386Liabilities 2010: $1,212Net Assets 2010: $103,1742010Assets 2011: $125,658Liabilities 2011: $1,213Net Assets 2011: $124,4452011Assets 2012: $143,876Liabilities 2012: $1,200Net Assets 2012: $142,6762012Assets 2013: $173,467Liabilities 2013: $1,262Net Assets 2013: $172,2052013Assets 2014: $203,007Liabilities 2014: $1,425Net Assets 2014: $201,5822014Assets 2015: $212,483Liabilities 2015: $1,419Net Assets 2015: $211,0642015Assets 2016: $198,181Liabilities 2016: $1,415Net Assets 2016: $196,7662016Assets 2017: $176,189Liabilities 2017: $1,569Net Assets 2017: $174,6202017Assets 2018: $176,201Liabilities 2018: $1,325Net Assets 2018: $174,8762018Assets 2019: $172,103Liabilities 2019: $1,561Net Assets 2019: $170,5422019Assets 2020: $182,946Liabilities 2020: $1,556Net Assets 2020: $181,3902020Assets 2021: $186,073Liabilities 2021: $1,515Net Assets 2021: $184,5582021Assets 2022: $193,937Liabilities 2022: $1,486Net Assets 2022: $192,4512022Assets 2023: $189,342Liabilities 2023: $1,469Net Assets 2023: $187,8732023Assets 2024: $181,029Liabilities 2024: $1,463Net Assets 2024: $179,5662024

Highlighted filing

2016

Assets$198,181
Liabilities$1,415
Net Assets$196,766

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $89,800Expenses 2010: $80,836Net Income 2010: $8,9642010Revenue 2011: $101,184Expenses 2011: $79,913Net Income 2011: $21,2712011Revenue 2012: $98,321Expenses 2012: $80,090Net Income 2012: $18,2312012Revenue 2013: $114,003Expenses 2013: $84,474Net Income 2013: $29,5292013Revenue 2014: $122,723Expenses 2014: $93,346Net Income 2014: $29,3772014Revenue 2015: $128,716Expenses 2015: $119,234Net Income 2015: $9,4822015Revenue 2016: $102,653Expenses 2016: $116,951Net Income 2016: -$14,2982016Revenue 2017: $97,374Expenses 2017: $119,520Net Income 2017: -$22,1462017Revenue 2018: $108,983Expenses 2018: $108,727Net Income 2018: $2562018Revenue 2019: $126,449Expenses 2019: $130,783Net Income 2019: -$4,3342019Revenue 2020: $120,546Expenses 2020: $109,698Net Income 2020: $10,8482020Revenue 2021: $113,303Expenses 2021: $110,135Net Income 2021: $3,1682021Revenue 2022: $129,660Expenses 2022: $121,767Net Income 2022: $7,8932022Revenue 2023: $111,561Expenses 2023: $127,587Net Income 2023: -$16,0262023Revenue 2024: $128,364Expenses 2024: $136,611Net Income 2024: -$8,2472024

Highlighted filing

2016

Revenue$102,653
Expenses$116,951
Net Income-$14,298
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$240,882
Mission and Program Overview

Mission

The organization's mission is to develop and maintain a program to facilitate early identification and evaluation of colleagues who are thought to be suffering from physical, mental or emotional impairment and to aid them in finding the appropriate help. All services provided are kept confidential and are strictly divorced from any disciplinary aspects of pharmacy practice. Our organization also maintains contact with the pharmacist and aids in appropriate alternative employment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$144,954$138,734▼ $6,220
Cash and Non-Interest-Bearing Accounts$57,448$49,786▼ $7,662
Savings and Temporary Cash Investments$10,081$9,661▼ $420
Total Assets$212,483$198,181▼ $14,302
Liabilities
Accounts Payable and Accrued Expenses$1,419$1,415▼ $4
Total Liabilities$1,419$1,415▼ $4
Net Assets / Fund Balance
Unrestricted Net Assets$211,064$196,766▼ $14,298
Total Net Assets Fund Balance$211,064$196,766▼ $14,298
Total Liabilities and Net Assets / Fund Balance$212,483$198,181▼ $14,302
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kevin RichExecutive DiFT$50,000$50,000
Kim SpitzAdministratoPT$10,541$10,541

Board Members and Trustees

NameTitle
Sam LeuPresident
Christy CoxDirector
Cindy FainDirector
Greg DielDirector
Kristi BostwickDirector
Lee McgoodwinDirector
Marti JonesDirector
Terry CothranDirector
Tom DavisDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$700
Program Service Revenue
$107,222
Investment Income
$-5,269
Other Revenue
$0
All Other Contributions
$700
Change in Net Assets
$-14,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$65,172
Other Expenses$51,779
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,541--$60,541
Conferences and Meetings$24,698--$24,698
Advertising$8,651--$8,651
Insurance$6,305--$6,305
Payroll Taxes$4,631--$4,631
Office Expenses$3,835--$3,835
Fees for Services Accounting$1,750--$1,750
Fees for Service Investment Mgmnt Fees$1,365--$1,365
Other Expenses$1,109--$1,109
Travel$991--$991
Total Functional Expenses$116,951$0$0$116,951
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
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
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
No

Governance Explanations

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

The form 990 is prepared by an independent accountant. A copy of the completed return is forwarded to the organization's executive director and board members for review prior to filing the return

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

Performance evaluations are prepared annually. The board of directors determines compensation based on evaluation results and the annual budget.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Oklahoma Pharmacists Helping
EIN
73-1391653
Phone
4053605533
Address
629 24TH AVE SW, NORMAN, OK 73069

Signing Officer

Name
Kim Spitz
Title
Administrator
Phone
4053605533
Signed
2017-02-07

Organization Details

Principal Officer
Kim Spitz
Formed
1991
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
9

Preparer

Firm
Gray Blodgett & Company Pllc
Address
629 24TH AVE SW, NORMAN, OK 73069-3912
Preparer
C Janese Shepard
Phone
4053605533
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's mission is to develop and maintain a program to facilitate early identification and evaluation of colleagues who are thought to be suffering from physical, mental or emotional impairment and to aid them in finding the appropriate help. All services provided are kept confidential and are strictly divorced from any disciplinary aspects of pharmacy practice. Our organization also maintains contact with the pharmacist and aids in appropriate alternative employment.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05003
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04372
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03731
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0107222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0120780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0115517
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt093932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0542332
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05003
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04372
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023701
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95860
IRS990ScheduleA/PublicSupportPY509Pct00.95960
IRS990ScheduleA/PublicSupportTotal509Amt0549479
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107922
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0121330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0116767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094582
IRS990ScheduleA/Total509Grp/TotalAmt0549479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0112925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0126800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098321
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0573188
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS TO DEVELOP AND MAINTAIN A PROGRAM TO FACILITATE EARLY IDENTIFICATION AND EVALUATION OF COLLEAGUES WHO ARE THOUGHT TO BE SUFFERING FROM PHYSICAL, MENTAL OR EMOTIONAL IMPAIRMENT AND TO AID THEM IN FINDING THE APPROPRIATE HELP. ALL SERVICES PROVIDED ARE KEPT CONFIDENTIAL AND ARE STRICTLY DIVORCED FROM ANY DISCIPLINARY ASPECTS OF PHARMACY PRACTICE. OUR ORGANIZATION ALSO MAINTAINS CONTACT WITH THE PHARMACIST AND AIDS IN APPROPRIATE ALTERNATIVE EMPLOYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. A COPY OF THE COMPLETED RETURN IS FORWARDED TO THE ORGANIZATION'S EXECUTIVE DIRECTOR AND BOARD MEMBERS FOR REVIEW PRIOR TO FILING THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERFORMANCE EVALUATIONS ARE PREPARED ANNUALLY. THE BOARD OF DIRECTORS DETERMINES COMPENSATION BASED ON EVALUATION RESULTS AND THE ANNUAL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0212483
IRS990/TotalAssetsEOYAmt0198181
IRS990/TotalAssetsGrp/BOYAmt0212483
IRS990/TotalAssetsGrp/EOYAmt0198181
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0700
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116951
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116951
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01419
IRS990/TotalLiabilitiesEOYAmt01415
IRS990/TotalLiabilitiesGrp/BOYAmt01419
IRS990/TotalLiabilitiesGrp/EOYAmt01415
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0211064
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0196766
IRS990/TotalProgramServiceExpensesAmt0116951
IRS990/TotalProgramServiceRevenueAmt0107222
IRS990/TotalReportableCompFromOrgAmt060541
IRS990/TotalRevenueGrp/ExclusionAmt0-5269
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0107222
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102653
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0212483
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0198181
IRS990/TravelGrp/ProgramServicesAmt0991
IRS990/TravelGrp/TotalAmt0991
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0211064
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0196766
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0629 24TH AVE SW
IRS990/USAddress/CityNm0NORMAN
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073069
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://WWW.OPHA.COM/?PAGE=OPHP
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM SPITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04053605533
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA PHARMACISTS HELPING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PHARMACISTS
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731391653
ReturnHeader/Filer/PhoneNum04053605533
ReturnHeader/Filer/USAddress/AddressLine1Txt0629 24TH AVE SW
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073069
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731352810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY BLODGETT & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 24TH AVE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730693912
ReturnHeader/PreparerPersonGrp/PhoneNum04053605533
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JANESE SHEPARD
ReturnHeader/ReturnTs02017-02-09T14:53:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.01$1.80$1.28$1.37$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.01$1.88$1.12$1.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.01$1.92$1.30$1.22$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.02$1.85$1.13$1.10$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.02$1.81$1.21$1.10$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.02$1.71$1.26$1.31$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.01$1.75$1.09$1.09$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.02$1.75$0.97$1.20$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$1.03$1.17$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.01$2.11$1.29$1.19$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.01$2.02$1.23$0.93$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.01$1.72$1.14$0.84$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.01$1.43$0.98$0.80$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.01$1.24$1.01$0.80$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.01$1.03$0.90$0.81$0.09