Civic Intelligence

Portland Fruit Tree Project

990 • Fiscal year 2023 • EIN 93-0719546

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

5431 NE 20th AvenuePortland, OR 97211

(503) 284-6106

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.16x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$58,495

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

13th percentile

-43%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$46,356

Down $34,839 (-43%) from 2022

Net Assets

Down

$38,855

Down $42,340 (-52%) from 2022

Liabilities

Up

$7,501

Up $7,501 from 2022

Revenue

Up

$384,679

Up $62,471 (+19%) from 2022

Expenses

Up

$427,019

Up $67,669 (+19%) from 2022

Net Income

Down

-$42,340

Down $5,198 (-14%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $10,199Liabilities 2010: $02010Assets 2011: $21,055Liabilities 2011: $02011Assets 2012: $41,899Liabilities 2012: $02012Assets 2013: $54,026Liabilities 2013: $02013Assets 2014: $89,439Liabilities 2014: $0Net Assets 2014: $89,4392014Assets 2015: $53,759Liabilities 2015: $0Net Assets 2015: $53,7592015Assets 2016: $31,232Liabilities 2016: $4,167Net Assets 2016: $27,0652016Assets 2017: $15,774Liabilities 2017: $02017Assets 2018: $28,503Liabilities 2018: $1342018Assets 2019: $81,383Liabilities 2019: $1852019Assets 2020: $91,939Liabilities 2020: $9822020Assets 2021: $118,337Liabilities 2021: $0Net Assets 2021: $118,3372021Assets 2022: $81,195Liabilities 2022: $0Net Assets 2022: $81,1952022Assets 2023: $46,356Liabilities 2023: $7,501Net Assets 2023: $38,8552023Assets 2024: $52,888Liabilities 2024: $42,824Net Assets 2024: $10,0642024

Highlighted filing

2023

Assets$46,356
Liabilities$7,501
Net Assets$38,855

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $49,454Expenses 2010: $51,719Net Income 2010: -$2,2652010Revenue 2011: $97,142Expenses 2011: $86,286Net Income 2011: $10,8562011Revenue 2012: $149,435Expenses 2012: $142,695Net Income 2012: $6,7402012Revenue 2013: $170,403Expenses 2013: $158,276Net Income 2013: $12,1272013Revenue 2014: $294,532Expenses 2014: $259,119Net Income 2014: $35,4132014Revenue 2015: $317,295Expenses 2015: $352,975Net Income 2015: -$35,6802015Revenue 2016: $311,190Expenses 2016: $338,125Net Income 2016: -$26,9352016Revenue 2017: $116,227Expenses 2017: $127,518Net Income 2017: -$11,2912017Revenue 2018: $29,558Expenses 2018: $16,963Net Income 2018: $12,5952018Revenue 2019: $84,697Expenses 2019: $31,868Net Income 2019: $52,8292019Revenue 2020: $108,529Expenses 2020: $98,770Net Income 2020: $9,7592020Revenue 2021: $258,164Expenses 2021: $230,784Net Income 2021: $27,3802021Revenue 2022: $322,208Expenses 2022: $359,350Net Income 2022: -$37,1422022Revenue 2023: $384,679Expenses 2023: $427,019Net Income 2023: -$42,3402023Revenue 2024: $335,507Expenses 2024: $364,298Net Income 2024: -$28,7912024

Highlighted filing

2023

Revenue$384,679
Expenses$427,019
Net Income-$42,340
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$416,513
Mission and Program Overview

Mission

To increase equitable access to healthful food and strengthen communities by empowering neighbors to share in the harvest and care of city-grown produce.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,607$39,671▲ $25,064
Rtn Earn Endowment Incm Other Fnds$81,195$38,855▼ $42,340
Land, Buildings, and Equipment, Net$6,286$4,577▼ $1,709
Savings and Temporary Cash Investments$59,852$2,108▼ $57,744
Accounts Receivable$450--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$81,195$46,356▼ $34,839
Liabilities
Accounts Payable and Accrued Expenses-$7,501-
Total Liabilities$0$7,501▲ $7,501
Net Assets / Fund Balance
Total Net Assets Fund Balance$81,195$38,855▼ $42,340
Total Liabilities and Net Assets / Fund Balance$81,195$46,356▼ $34,839

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,577$13,521$18,098
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Heather Keisler FornesExecutive DirectorFT$58,495$58,495

Board Members and Trustees

NameTitle
Emily BeckerChair/Board Member
Alice MaBoard Member
Amanda HymansmithBoard Member
Erin CopleyBoard Member
Fiona ConneelyBoard Member
Jess GarzaBoard Member
Kathy KorneiBoard Member
Lizz MarksBoard Member
Madeleine ZusmanBoard Member
Marnie GlickmanBoard Member
Megan GolaniBoard Member
Robin SimpsonBoard Member
Bobby NaughtonSecretary/Board Member
Rosemary QuinnTreasurer/Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$326,886
Program Service Revenue
$44,788
Investment Income
$61
Other Revenue
$12,944
All Other Contributions
$145,274
Change in Net Assets
$-42,340

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory82$26,738See Part II
Total Noncash Contributions82$26,738-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$348,890
Total Fundraising Expense$89,641
Other Expenses$51,391
Grants and Similar Amounts Paid$26,738
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,952$18,331$57,528$241,811
Current Officers, Directors, Trustees, and Key Employees$29,248$11,698$17,549$58,495
Payroll Taxes$30,226$1,832$4,580$36,638
Grants to Domestic Orgs$22,191--$22,191
Other Employee Benefits$7,765$1,195$2,986$11,946
Advertising$4,670$1,556$1,557$7,783
Office Expenses$4,693$1,070$1,994$7,757
Insurance$6,540$348$565$7,453
Fees for Services Other$1,769$3,717$1,717$7,203
Occupancy$3,834$479$479$4,792
Grants to Domestic Individuals$4,547--$4,547
Information Technology$2,057$685$686$3,428
Depreciation Depletion$1,709$0$0$1,709
Other Expenses$250$0$0$250
Total Functional Expenses$296,467$40,911$89,641$427,019
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,018
Fundraising Direct Expenses$31,834
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
CharFruitTree$29,127$26,845$15,428$11,417
Earth Day 2023$13,104$11,868$6,204$5,664
Total Events$42,231$38,713$30,239$8,474
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 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
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, Part VI, Section B, Line 11B

Form 990 is reviewed by the Executive Director and various board members and made available to the full board before filing.

Form 990, Part VI, Section B, Line 15

In setting the Executive Director's compensation, the Board collects and analyzes survey data for similar organizations and positions; meets to discuss and deliberate the appropriate compensation package, including benefits; and documents their decision via meeting minutes.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are made available to the public upon request when required by federal or state law.

Filing and Contact Details

Filer

Filer Name
Portland Fruit Tree Project
EIN
93-0719546
Phone
5032846106
Address
5431 NE 20th Avenue, Portland, OR 97211

Signing Officer

Name
Heather Keisler Fornes
Title
Executive Director
Phone
5032846106
Signed
2024-11-15

Organization Details

Principal Officer
Heather Keisler Fornes
Formed
2007
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
10
Volunteers
450
Raw XML AppendixShowing 400 of 617 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/Desc0-Tree Care: provided direct care for 220 trees; offered 51 coaching sessions and; 8 tree care workshops to teach the skills of tree care; hired 3 seasonal workforce trainees; and hosted 25 more to nurture the next generation of tree caretakers Harvests: 82 harvests (more than double the year prior!); 13,000 lbs of food rescued and over 11,000 was redistributed to 8 partners; 8.72 tons of CO2 emissions prevented Planting: planted 182 culturally responsive fruit trees and shrubs, including the co-creation of a training orchard with Mudbone Grown, an organization supporting Black farmers; contributed to 522,776 lbs. of carbon sequestered through tree-planting initiatives Fruit Tree Index to track the health, harvestability, and yield of fruit trees; indexed 702 trees Broke the world record for longest charcuterie board: 500 feet of locally made and sourced charcuterie and grazing; 700 attendees; 100 volunteers; 4,000 fed after donating remaining food through partners
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IRS990/GrantAmt026738
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt04547
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04547
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt022191
IRS990/GrantsToDomesticOrgsGrp/TotalAmt022191
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0416513
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0686
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0685
IRS990/InformationTechnologyGrp/ProgramServicesAmt02057
IRS990/InformationTechnologyGrp/TotalAmt03428
IRS990/InsuranceGrp/FundraisingAmt0565
IRS990/InsuranceGrp/ManagementAndGeneralAmt0348
IRS990/InsuranceGrp/ProgramServicesAmt06540
IRS990/InsuranceGrp/TotalAmt07453
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt061
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013521
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06286
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04577
IRS990/LandBldgEquipCostOrOtherBssAmt018098
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0To increase equitable access to healthful food and strengthen communities by empowering neighbors to share in the harvest and care of city-grown produce.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt081195
IRS990/NetAssetsOrFundBalancesEOYAmt038855
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011184
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011184
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt026738
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0479
IRS990/OccupancyGrp/ManagementAndGeneralAmt0479
IRS990/OccupancyGrp/ProgramServicesAmt03834
IRS990/OccupancyGrp/TotalAmt04792
IRS990/OfficeExpensesGrp/FundraisingAmt01994
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01070
IRS990/OfficeExpensesGrp/ProgramServicesAmt04693
IRS990/OfficeExpensesGrp/TotalAmt07757
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02986
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01195
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07765
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011946
IRS990/OtherExpensesGrp/Desc0Vehicle costs
IRS990/OtherExpensesGrp/Desc1Program supplies
IRS990/OtherExpensesGrp/Desc2Partner program payments
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt03727
IRS990/OtherExpensesGrp/ProgramServicesAmt17289
IRS990/OtherExpensesGrp/ProgramServicesAmt2250
IRS990/OtherExpensesGrp/TotalAmt03727
IRS990/OtherExpensesGrp/TotalAmt17289
IRS990/OtherExpensesGrp/TotalAmt2250
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt01760
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01760
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt01760
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt057528
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018331
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0165952
IRS990/OtherSalariesAndWagesGrp/TotalAmt0241811
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04580
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01832
IRS990/PayrollTaxesGrp/ProgramServicesAmt030226
IRS990/PayrollTaxesGrp/TotalAmt036638
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Heather Keisler Fornes
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0111339
IRS990/ProgramServiceRevenueGrp/Desc0Tree care
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt044788
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044788
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0293166
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011454
IRS990/PYInvestmentIncomeAmt0214
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt090507
IRS990/PYOtherRevenueAmt01068
IRS990/PYProgramServiceRevenueAmt027760
IRS990/PYRevenuesLessExpensesAmt0-37142
IRS990/PYSalariesCompEmpBnftPaidAmt0257389
IRS990/PYTotalExpensesAmt0359350
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0322208
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-42340
IRS990/RegularMonitoringEnfrcInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.43$0.10$3.36$3.64$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.08$0.39$3.85$4.27$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$3.22$3.59$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$2.58$2.31$0.27
2020Summary only. Only limited summary data is available for this year.$0.92$0.01$1.09$0.99$0.10
2019Summary only. Only limited summary data is available for this year.$0.81$0.00$0.85$0.32$0.53
2018Summary only. Only limited summary data is available for this year.$0.29$0.00$0.30$0.17$0.13
2017Summary only. Only limited summary data is available for this year.$0.16$0.00$1.16$1.28$0.11
2016Summary only. Only limited summary data is available for this year.$0.31$0.04$0.27$3.11$3.38$0.27
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$3.17$3.53$0.36
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$2.95$2.59$0.35
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$1.70$1.58$0.12
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$1.49$1.43$0.07
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.97$0.86$0.11
2010Summary only. Only limited summary data is available for this year.$0.10$0.00$0.49$0.52$0.02