Civic Intelligence

Carlsbad Community Foundation Inc.

990 • Fiscal year 2020 • EIN 85-0206472

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 21, 2020

Organization Profilecarlsbadfoundation.org
114 S Canyon StreetCarlsbad, NM 88220

(575) 887-1131

Siviq Scores

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

Liabilities / Assets

88th percentile

0.07x

Higher debt load relative to assets than 88% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.88x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Source year 2020

Net Margin

72nd percentile

60%

Higher net margin than 72% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$166,053

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2020 filings • NTEE T • $10M-$25M nonprofits • Source year 2020

Asset Growth

48th percentile

2.0%

Faster asset growth than 48% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-53%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$18,228,104

Up $364,425 (+2.0%) from 2019

Net Assets

Up

$16,990,544

Up $244,079 (+1.5%) from 2019

Liabilities

Up

$1,237,560

Up $120,346 (+11%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin72nd percentile

Revenue

Down

$1,406,331

Down $1,609,262 (-53%) from 2019

Expenses

Down

$557,810

Down $14,183 (-2.5%) from 2019

Net Income

Down

$848,521

Down $1,595,079 (-65%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$30M$20M$10M$0Assets 2012: $24,514,753Liabilities 2012: $6,490,126Net Assets 2012: $18,024,6272012Assets 2013: $25,018,128Liabilities 2013: $6,310,476Net Assets 2013: $18,707,6522013Assets 2014: $25,561,218Liabilities 2014: $5,821,968Net Assets 2014: $19,739,2502014Assets 2015: $14,325,874Liabilities 2015: $1,410,278Net Assets 2015: $12,915,5962015Assets 2016: $14,030,715Liabilities 2016: $1,664,370Net Assets 2016: $12,366,3452016Assets 2017: $15,044,792Liabilities 2017: $1,594,337Net Assets 2017: $13,450,4552017Assets 2018: $15,508,336Liabilities 2018: $1,048,071Net Assets 2018: $14,460,2652018Assets 2019: $17,863,679Liabilities 2019: $1,117,214Net Assets 2019: $16,746,4652019Assets 2020: $18,228,104Liabilities 2020: $1,237,560Net Assets 2020: $16,990,5442020Assets 2021: $22,001,006Liabilities 2021: $1,230,150Net Assets 2021: $20,770,8562021Assets 2022: $19,338,987Liabilities 2022: $1,344,291Net Assets 2022: $17,994,6962022Assets 2023: $21,040,362Liabilities 2023: $1,361,745Net Assets 2023: $19,678,6172023Assets 2024: $23,447,943Liabilities 2024: $1,395,766Net Assets 2024: $22,052,1772024Assets 2025: $25,970,816Liabilities 2025: $1,432,408Net Assets 2025: $24,538,4082025

Highlighted filing

2020

Assets$18,228,104
Liabilities$1,237,560
Net Assets$16,990,544
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2012: $542,462Expenses 2012: $1,568,601Net Income 2012: -$1,026,1392012Revenue 2013: $799,619Expenses 2013: $1,526,960Net Income 2013: -$727,3412013Revenue 2014: $1,375,518Expenses 2014: $1,603,754Net Income 2014: -$228,2362014Revenue 2015: $2,825,019Expenses 2015: $8,637,317Net Income 2015: -$5,812,2982015Revenue 2016: $1,183,784Expenses 2016: $704,185Net Income 2016: $479,5992016Revenue 2017: $939,106Expenses 2017: $695,224Net Income 2017: $243,8822017Revenue 2018: $1,238,398Expenses 2018: $610,098Net Income 2018: $628,3002018Revenue 2019: $3,015,593Expenses 2019: $571,993Net Income 2019: $2,443,6002019Revenue 2020: $1,406,331Expenses 2020: $557,810Net Income 2020: $848,5212020Revenue 2021: $1,511,653Expenses 2021: $718,236Net Income 2021: $793,4172021Revenue 2022: $2,858,352Expenses 2022: $741,251Net Income 2022: $2,117,1012022Revenue 2023: $2,041,358Expenses 2023: $939,216Net Income 2023: $1,102,1422023Revenue 2024: $1,690,078Expenses 2024: $852,508Net Income 2024: $837,5702024Revenue 2025: $2,905,477Expenses 2025: $930,083Net Income 2025: $1,975,3942025

Highlighted filing

2020

Revenue$1,406,331
Expenses$557,810
Net Income$848,521
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 21, 2020
Return Version
2019v5.0
Gross Receipts
$3,670,767
Mission and Program Overview

Mission

The Carlsbad Community Foundation exists to improve the quality of life for the people of Carlsbad and South Eddy County, New Mexico.

The Carlsbad Community Foundation exists to improve the quality of life for the people of Carlsbad and South Eddy County, New Mexico by providing grants to local nonprofit organizations and scholarships to students in the Carlsbad area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,919,928$17,499,871▲ $579,943
Cash and Non-Interest-Bearing Accounts$340,917$399,639▲ $58,722
Land, Buildings, and Equipment, Net$187,841$180,374▼ $7,467
Savings and Temporary Cash Investments$412,365$145,592▼ $266,773
Prepaid Expenses and Deferred Charges$2,628$2,628→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$17,863,679$18,228,104▲ $364,425
Other Assets Total-$0-
Liabilities
Escrow Account Liability$1,102,131$1,171,920▲ $69,789
Other Liabilities-$50,500-
Accounts Payable and Accrued Expenses$15,083$15,140▲ $57
Total Liabilities$1,117,214$1,237,560▲ $120,346
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,889,172$16,576,448▲ $687,276
Net Assets Without Donor Restrictions$857,293$414,096▼ $443,197
Total Net Assets Fund Balance$16,746,465$16,990,544▲ $244,079
Total Liabilities and Net Assets / Fund Balance$17,863,679$18,228,104▲ $364,425

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$159,434$50,823$210,257
Equipment$20,940$39,734$60,674

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$15,889,172$580,609▲ $323,059-$16,576,448
2018$13,915,610$1,846,276▲ $296,872-$15,889,172
2017$13,238,806$602,627▲ $272,280-$13,915,610
2016$12,957,072$162,274▲ $336,203-$13,238,806
2015$12,841,010$226,685▲ $94,774-$12,957,072
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike AntipordaExecutive DirectorFT$117,461$48,592$166,053

Board Members and Trustees

NameTitle
Deborah BeardPresident
Vicki MoutrayVice President
Bill KingstonDirector
Eddie RodriguezDirector
Ekta PatelDirector
Jedd RaneyDirector
Jessica OnsurezDirector
Jim RenfrowDirector
Jon R TullyDirector
Chris JonesSecretary
Christy DickersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$556,189
Program Service Revenue
$0
Investment Income
$850,135
Other Revenue
$7
All Other Contributions
$556,189
Change in Net Assets
$848,521

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,406,331
Revenue Not Reported on Form 990
$-576,022
Total Revenue per Audited Statements
$830,309
Total Revenue per Form 990
$1,406,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$279,733
Grants and Similar Amounts Paid$187,585
Other Expenses$90,492
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$130,718$39,046-$169,764
Grants to Domestic Individuals$108,125--$108,125
Other Salaries and Wages$61,761$18,448-$80,209
Grants to Domestic Orgs$79,460--$79,460
Information Technology$13,986$4,177-$18,163
Payroll Taxes$13,356$3,989-$17,345
Insurance-$13,924-$13,924
Fees for Services Accounting-$13,284-$13,284
All Other Expenses$9,172$1,850-$11,022
Depreciation Depletion$5,750$1,717-$7,467
Pension Plan Contributions$4,956$1,480-$6,436
Other Employee Benefits$4,604$1,375-$5,979
Other Expenses$2,785$491-$3,276
Occupancy$2,242$670-$2,912
Office Expenses$1,044$312-$1,356
Travel$826$207-$1,033
Total Functional Expenses$456,840$100,970$0$557,810

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$586,230
Expenses per Audited Statements$557,810
Total Expenses per Form 990$557,810
Expenses Not Reported on Form 990$28,420
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Landsun Homes IncCarlsbad, NM501(c)(3)-$28,141
Noahs ArkCarlsbad, NM501(c)(3)-$20,039
The Boys & Girls Club of CarlCarlsbad, NM501(c)(3)-$18,200
SENM Community Action CorporaCarlsbad, NM501(c)(3)-$6,996
CARC IncCarlsbad, NM501(c)(3)-$6,084
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paycheck Protection Program Loan$50,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
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, Part VI, Line 11B: Form 990 Review Process

“The organization presents the completed Form 990 to its Board of Directorswhere it is reviewed and signed prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and audited financial statements areavailable from the organization upon request, during regular businesshours.”

Filing and Contact Details

Filer

Filer Name
Carlsbad Community Foundation Inc
EIN
85-0206472
Phone
5758871131
Address
114 S Canyon Street, Carlsbad, NM 88220

Signing Officer

Name
Mike Antiporda
Title
Executive Director
Signed
2020-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Beard
Formed
1970
Legal Domicile
Nm
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
1

Preparer

Firm
Moen Accounting DBA Janice Moen CPA
Address
26965 Road N, Cortez, CO 81321
Preparer
Janice Moen CPA
Phone
5052502231
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“The Foundation has established non-endowed funds to help manage and invest certain tax-exempt and quasi tax-exempt organizations' funds. These funds are deposited with the Foundation and recorded as a liability on the Foundation's books. The Foundation invests the funds and pays all invoices presented it by the organizations. The Foundation pays no interest on these funds. The Foundation has no rights to these funds and received no fee to handle the transactions.”

Part X : FIN48 Footnote

“The Foundation is exempt from income tax under Section 501(c)(3) of the U.S. Internal Revenue Code (IRC). In addition, the Foundation qualifies for charitable contribution deductions under IRC section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under IRC Section 509(a)(2). The Foundation is also exempt from New Mexico state income tax under 1978 New Mexico Statutes Chapter 7, Section 2-4(B).The Foundation has adopted accounting principles generally accepted in the United States of America as they relate to uncertain tax positions for the year ended May 31, 2020 and has evaluated its tax positions taken for all open tax years. Currently, the 2016, 2017 and 2018 tax years are open and subject to examination by the Internal Revenue Service and New Mexico Taxation and Revenue Department. However, the Foundation is not currently under audit nor has the Foundation been contacted by any of these jurisdictions. Management believes that the activities of the Foundation are within their tax-exempt purpose, and that there are no uncertain tax positions.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Transfers $28420”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Transfers $28420”

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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0The Carlsbad Community Foundation exists to improve the quality of life for the people of Carlsbad and South Eddy County, New Mexico.
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0414096
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0670
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IRS990/OccupancyGrp/TotalAmt02912
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IRS990/OfficeExpensesGrp/ProgramServicesAmt01044
IRS990/OfficeExpensesGrp/TotalAmt01356
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01375
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04604
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05979
IRS990/OtherExpensesGrp/Desc0Community events expenses
IRS990/OtherExpensesGrp/Desc1Publications
IRS990/OtherExpensesGrp/Desc2Dues and subscriptions
IRS990/OtherExpensesGrp/Desc3Communications
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IRS990/OtherExpensesGrp/ProgramServicesAmt07807
IRS990/OtherExpensesGrp/ProgramServicesAmt16970
IRS990/OtherExpensesGrp/ProgramServicesAmt23278
IRS990/OtherExpensesGrp/ProgramServicesAmt32785
IRS990/OtherExpensesGrp/TotalAmt07807
IRS990/OtherExpensesGrp/TotalAmt16970
IRS990/OtherExpensesGrp/TotalAmt23278
IRS990/OtherExpensesGrp/TotalAmt33276
IRS990/OtherLiabilitiesGrp/EOYAmt050500
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous revenue
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07
IRS990/OtherRevenueTotalAmt07
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018448
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061761
IRS990/OtherSalariesAndWagesGrp/TotalAmt080209
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03989
IRS990/PayrollTaxesGrp/ProgramServicesAmt013356
IRS990/PayrollTaxesGrp/TotalAmt017345
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01480
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04956
IRS990/PensionPlanContributionsGrp/TotalAmt06436
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02628
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02628
IRS990/PrincipalOfficerNm0Deborah Beard
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Educational scholarships for students from the Carlsbad area, paid to universities, colleges or vocational schools. 114 individual scholarships were paid during the year.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0108125
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0108125
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01851452
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0169586
IRS990/PYInvestmentIncomeAmt01164141
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0101074
IRS990/PYRevenuesLessExpensesAmt02443600
IRS990/PYSalariesCompEmpBnftPaidAmt0301333
IRS990/PYTotalExpensesAmt0571993
IRS990/PYTotalRevenueAmt03015593
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0848521
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0412365
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0145592
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: Carlsbad Community Foundation meets the facts-and-circumstance test because the organization maintains a program that is constantly soliciting contributions from the public. Carlsbad Community Foundation has a community board of directors with diverse backgrounds that represent the broad interest of the public. To solicit new donors, we use our newsletter and social media to put out information about our charitable mission. Also, an email was sent out this year about the Emergency Disaster Relief Fund that we were using for addressing COVID-19 related issues. Prior Year Facts and Circumstances: Carlsbad Community Foundation meets the facts-and-circumstance test because the organization maintains a program that is constantly soliciting contributions from the public. Carlsbad Community Foundation has a community board of directors with diverse backgrounds that represent the broad interest of the public.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0641732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0578800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0167381
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IRS990ScheduleA/TotalSupportAmt05900421
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,228,104
Liabilities
$1,237,560
Net assets
$16,990,544
Revenue
$1,406,331
Expenses
$557,810
Net income
$848,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$1.43$24.5$2.91$0.93$1.98
2024Detailed filing. Detailed filing data is available for this year.$23.4$1.40$22.1$1.69$0.85$0.84
2023Detailed filing. Detailed filing data is available for this year.$21.0$1.36$19.7$2.04$0.94$1.10
2022Detailed filing. Detailed filing data is available for this year.$19.3$1.34$18.0$2.86$0.74$2.12
2021Detailed filing. Detailed filing data is available for this year.$22.0$1.23$20.8$1.51$0.72$0.79
2020Detailed filing. Detailed filing data is available for this year.$18.2$1.24$17.0$1.41$0.56$0.85
2019Detailed filing. Detailed filing data is available for this year.$17.9$1.12$16.7$3.02$0.57$2.44
2018Detailed filing. Detailed filing data is available for this year.$15.5$1.05$14.5$1.24$0.61$0.63
2017Detailed filing. Detailed filing data is available for this year.$15.0$1.59$13.5$0.94$0.70$0.24
2016Summary only. Only limited summary data is available for this year.$14.0$1.66$12.4$1.18$0.70$0.48
2015Summary only. Only limited summary data is available for this year.$14.3$1.41$12.9$2.83$8.64$5.81
2014Summary only. Only limited summary data is available for this year.$25.6$5.82$19.7$1.38$1.60$0.23
2013Summary only. Only limited summary data is available for this year.$25.0$6.31$18.7$0.80$1.53$0.73
2012Summary only. Only limited summary data is available for this year.$24.5$6.49$18.0$0.54$1.57$1.03