Civic Intelligence

Utah County Academy of Sciences

990 • Fiscal year 2016 • EIN 83-0413267

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 09, 2016

940 West 800 SouthOrem, UT 84058

(801) 225-8227

Siviq Scores

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

Liabilities / Assets

50th percentile

0.10x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

45th percentile

0.08x

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

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

Net Margin

58th percentile

5.0%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

71st percentile

$105,234

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

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

Asset Growth

69th percentile

8.0%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

40th percentile

-0.5%

Faster revenue growth than 40% of similar nonprofits.

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

Assets

Up

$2,412,124

Up $178,185 (+8.0%) from 2015

Net Assets

Up

$2,173,578

Up $147,628 (+7.3%) from 2015

Liabilities

Up

$238,546

Up $30,557 (+15%) from 2015

Revenue

Down

$2,951,582

Down $15,220 (-0.5%) from 2015

Expenses

Up

$2,803,954

Up $108,684 (+4.0%) from 2015

Net Income

Down

$147,628

Down $123,904 (-46%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $1,662,113Liabilities 2012: $217,379Net Assets 2012: $1,444,7342012Assets 2013: $1,890,684Liabilities 2013: $245,171Net Assets 2013: $1,645,5132013Assets 2014: $1,997,533Liabilities 2014: $243,115Net Assets 2014: $1,754,4182014Assets 2015: $2,233,939Liabilities 2015: $207,989Net Assets 2015: $2,025,9502015Assets 2016: $2,412,124Liabilities 2016: $238,546Net Assets 2016: $2,173,5782016Assets 2017: $2,658,073Liabilities 2017: $315,768Net Assets 2017: $2,342,3052017Assets 2018: $15,377,199Liabilities 2018: $12,688,657Net Assets 2018: $2,688,5422018Assets 2019: $16,291,423Liabilities 2019: $13,274,924Net Assets 2019: $3,016,4992019Assets 2020: $16,265,754Liabilities 2020: $13,046,495Net Assets 2020: $3,219,2592020Assets 2021: $16,739,108Liabilities 2021: $13,796,101Net Assets 2021: $2,943,0072021Assets 2022: $17,580,487Liabilities 2022: $13,412,475Net Assets 2022: $4,168,0122022Assets 2023: $16,952,833Liabilities 2023: $11,758,125Net Assets 2023: $5,194,7082023Assets 2024: $17,419,600Liabilities 2024: $11,882,373Net Assets 2024: $5,537,2272024Assets 2025: $18,178,210Liabilities 2025: $11,882,719Net Assets 2025: $6,295,4912025

Highlighted filing

2016

Assets$2,412,124
Liabilities$238,546
Net Assets$2,173,578

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2012: $2,592,2612012Expenses 2013: $2,545,4902013Revenue 2014: $2,867,979Expenses 2014: $2,759,074Net Income 2014: $108,9052014Revenue 2015: $2,966,802Expenses 2015: $2,695,270Net Income 2015: $271,5322015Revenue 2016: $2,951,582Expenses 2016: $2,803,954Net Income 2016: $147,6282016Revenue 2017: $3,086,249Expenses 2017: $2,917,522Net Income 2017: $168,7272017Revenue 2018: $3,386,089Expenses 2018: $3,039,852Net Income 2018: $346,2372018Revenue 2019: $4,958,726Expenses 2019: $4,630,769Net Income 2019: $327,9572019Revenue 2020: $5,723,018Expenses 2020: $5,520,258Net Income 2020: $202,7602020Revenue 2021: $6,568,938Expenses 2021: $5,488,712Net Income 2021: $1,080,2262021Revenue 2022: $6,928,182Expenses 2022: $5,703,177Net Income 2022: $1,225,0052022Revenue 2023: $6,845,309Expenses 2023: $5,818,613Net Income 2023: $1,026,6962023Revenue 2024: $6,841,807Expenses 2024: $6,499,288Net Income 2024: $342,5192024Revenue 2025: $6,820,701Expenses 2025: $6,062,437Net Income 2025: $758,2642025

Highlighted filing

2016

Revenue$2,951,582
Expenses$2,803,954
Net Income$147,628
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 9, 2016
Return Version
2015v2.1
Gross Receipts
$2,951,582
Mission and Program Overview

Mission

A Utah public charter school supported by state and federal funding.

Early college high school - a utah public charter school supported by state funding and federal and local charter school grants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,724,813$1,938,192▲ $213,379
Cash and Non-Interest-Bearing Accounts$338,319$380,322▲ $42,003
Land, Buildings, and Equipment, Net$111,037$89,570▼ $21,467
Prepaid Expenses and Deferred Charges$6,061--
Pledges and Grants Receivable$53,709$4,040▼ $49,669
Total Assets$2,233,939$2,412,124▲ $178,185
Liabilities
Accounts Payable and Accrued Expenses$207,989$238,546▲ $30,557
Total Liabilities$207,989$238,546▲ $30,557
Net Assets / Fund Balance
Unrestricted Net Assets$2,025,950$2,173,578▲ $147,628
Total Net Assets Fund Balance$2,025,950$2,173,578▲ $147,628
Total Liabilities and Net Assets / Fund Balance$2,233,939$2,412,124▲ $178,185

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,377$141,624$157,001
Leasehold Improvements$24,601$85,286$109,887
Buildings$49,592$34,589$84,181
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna TrevinoPrincipalFT$87,709$17,525$105,234

Board Members and Trustees

NameTitle
Brian VerwerPresident
Abraham TengBoard Member
Ann AndersonBoard Member
Ghislaine CaussatBoard Member
Jill TuescherBoard Member
Mike PatchBoard Member
Serene BeanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,789,067
Program Service Revenue
$144,570
Investment Income
$13,617
Other Revenue
$4,328
All Other Contributions
$7,121
Change in Net Assets
$147,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,951,582
Total Revenue per Audited Statements
$2,951,582
Total Revenue per Form 990
$2,951,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,882,000
Other Expenses$915,954
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,108,703$49,268-$1,157,971
Other Employee Benefits$278,181$16,159-$294,340
Pension Plan Contributions$238,956$13,881-$252,837
Occupancy$110,350$4,679-$115,029
Fees for Services Other$86,223$20,129-$106,352
Payroll Taxes$84,254$4,889-$89,143
Current Officers, Directors, Trustees, and Key Employees$83,977$3,732-$87,709
Depreciation Depletion$28,983$1,229-$30,212
Office Expenses$21,823--$21,823
Information Technology$17,782--$17,782
Travel$12,903--$12,903
Other Expenses$11,950$91-$11,950
Grants to Domestic Individuals$6,000--$6,000
Advertising$2,960--$2,960
Conferences and Meetings$1,786--$1,786
Total Functional Expenses$2,689,897$114,057$0$2,803,954

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,803,954
Total Expenses per Audited Statements$2,803,954
Total Expenses per Form 990$2,803,954
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
Yes
Audit committee
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
Yes
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

Form 990 will be reviewed by management prior to filing. Board provided a copy after filing.

Form 990, Page 6, Part VI, Line 12C

The board of trustees and management regularly monitor and enforce the school's conflict of interest policy.

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

The principal's compensation is reviewed and approved each year by the board of trustees.

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

Compensation is reviewed and approved each year by the board of trustees.

Form 990, Page 6, Part VI, Line 19

Available upon request at the school's main office.

Filing and Contact Details

Filer

Filer Name
Utah County Academy of Sciences
EIN
83-0413267
Phone
8012258227
Address
940 WEST 800 SOUTH, OREM, UT 84058

Signing Officer

Name
Anna Trevino
Title
Principal
Phone
8012258227
Signed
2016-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anna Trevino
Formed
2004
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
39
Volunteers
6

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Raw XML Appendix395 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/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0119631
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01724813
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01938192
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt049592
IRS990ScheduleD/BuildingsGrp/DepreciationAmt034589
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt084181
IRS990ScheduleD/EquipmentGrp/BookValueAmt015377
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0141624
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0157001
IRS990ScheduleD/ExpensesSubtotalAmt02803954
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt024601
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt085286
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0109887
IRS990ScheduleD/RevenueSubtotalAmt02951582
IRS990ScheduleD/TotalBookValueLandBuildingsAmt089570
IRS990ScheduleD/TotalExpensesPerForm990Amt02803954
IRS990ScheduleD/TotalRevenuePerForm990Amt02951582
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02951582
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02803954
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS THE SCHOOL'S CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES STATE AND FEDERAL GRANTS TO OPERATE THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE REVIEWED BY MANAGEMENT PRIOR TO FILING. BOARD PROVIDED A COPY AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES AND MANAGEMENT REGULARLY MONITOR AND ENFORCE THE SCHOOL'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRINCIPAL'S COMPENSATION IS REVIEWED AND APPROVED EACH YEAR BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED AND APPROVED EACH YEAR BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST AT THE SCHOOL'S MAIN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02233939
IRS990/TotalAssetsEOYAmt02412124
IRS990/TotalAssetsGrp/BOYAmt02233939
IRS990/TotalAssetsGrp/EOYAmt02412124
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02789067
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0114057
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02689897
IRS990/TotalFunctionalExpensesGrp/TotalAmt02803954
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0207989
IRS990/TotalLiabilitiesEOYAmt0238546
IRS990/TotalLiabilitiesGrp/BOYAmt0207989
IRS990/TotalLiabilitiesGrp/EOYAmt0238546
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02025950
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02173578
IRS990/TotalOtherCompensationAmt017525
IRS990/TotalProgramServiceExpensesAmt02689897
IRS990/TotalProgramServiceRevenueAmt0144570
IRS990/TotalReportableCompFromOrgAmt087709
IRS990/TotalRevenueGrp/ExclusionAmt013617
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148898
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02951582
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02233939
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02412124
IRS990/TravelGrp/ProgramServicesAmt012903
IRS990/TravelGrp/TotalAmt012903
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02025950
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02173578
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0940 WEST 800 SOUTH
IRS990/USAddress/CityNm0OREM
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084058
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.UCAS.K12.UT.US
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA TREVINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum08012258227
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH COUNTY ACADEMY OF SCIENCES
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0830413267
ReturnHeader/Filer/PhoneNum08012258227
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 WEST 800 SOUTH
ReturnHeader/Filer/USAddress/CityNm0OREM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084058
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 SOUTH 800 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840977737
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02016-12-14T10:47:25-07:00
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
2025Detailed filing. Detailed filing data is available for this year.$18.2$11.9$6.30$6.82$6.06$0.76
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$11.9$5.54$6.84$6.50$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$11.8$5.19$6.85$5.82$1.03
2022Detailed filing. Detailed filing data is available for this year.$17.6$13.4$4.17$6.93$5.70$1.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$13.8$2.94$6.57$5.49$1.08
2020Detailed filing. Detailed filing data is available for this year.$16.3$13.0$3.22$5.72$5.52$0.20
2019Detailed filing. Detailed filing data is available for this year.$16.3$13.3$3.02$4.96$4.63$0.33
2018Detailed filing. Detailed filing data is available for this year.$15.4$12.7$2.69$3.39$3.04$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.32$2.34$3.09$2.92$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.24$2.17$2.95$2.80$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.21$2.03$2.97$2.70$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.24$1.75$2.87$2.76$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.25$1.65$2.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.22$1.44$2.59