Civic Intelligence

A K Bean Foundation

990 • Fiscal year 2021 • EIN 94-2519244

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

623 Great Jones StreetFairfield, CA 94533

(707) 429-8888

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

25th percentile

-0.3%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

8th percentile

-9.6%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

13%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$695,696

Down $74,038 (-9.6%) from 2020

Net Assets

Down

$689,431

Down $3,053 (-0.4%) from 2020

Liabilities

Down

$6,265

Down $70,985 (-92%) from 2020

Revenue

Up

$1,007,334

Up $113,666 (+13%) from 2020

Expenses

Up

$1,010,387

Up $279,012 (+38%) from 2020

Net Income

Down

-$3,053

Down $165,346 (-102%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $872,031Liabilities 2012: $21,389Net Assets 2012: $850,6422012Assets 2013: $229,943Liabilities 2013: $22,192Net Assets 2013: $207,7512013Assets 2014: $278,494Liabilities 2014: $6,960Net Assets 2014: $271,5342014Assets 2015: $267,854Liabilities 2015: $150Net Assets 2015: $267,7042015Assets 2016: $890,897Liabilities 2016: $435,892Net Assets 2016: $455,0052016Assets 2017: $758,001Liabilities 2017: $349,858Net Assets 2017: $408,1432017Assets 2018: $712,306Liabilities 2018: $251,430Net Assets 2018: $460,8762018Assets 2019: $717,296Liabilities 2019: $187,105Net Assets 2019: $530,1912019Assets 2020: $769,734Liabilities 2020: $77,250Net Assets 2020: $692,4842020Assets 2021: $695,696Liabilities 2021: $6,265Net Assets 2021: $689,4312021Assets 2022: $775,459Liabilities 2022: $17,255Net Assets 2022: $758,2042022Assets 2023: $978,279Liabilities 2023: $206,808Net Assets 2023: $771,4712023Assets 2024: $845,843Liabilities 2024: $183,608Net Assets 2024: $662,2352024Assets 2025: $928,575Liabilities 2025: $156,983Net Assets 2025: $771,5922025

Highlighted filing

2021

Assets$695,696
Liabilities$6,265
Net Assets$689,431

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $694,719Expenses 2012: $696,509Net Income 2012: -$1,7902012Expenses 2013: $714,6952013Revenue 2014: $675,016Expenses 2014: $611,233Net Income 2014: $63,7832014Revenue 2015: $615,925Expenses 2015: $619,755Net Income 2015: -$3,8302015Revenue 2016: $732,004Expenses 2016: $544,703Net Income 2016: $187,3012016Revenue 2017: $541,893Expenses 2017: $508,162Net Income 2017: $33,7312017Revenue 2018: $621,236Expenses 2018: $568,503Net Income 2018: $52,7332018Revenue 2019: $690,458Expenses 2019: $621,143Net Income 2019: $69,3152019Revenue 2020: $893,668Expenses 2020: $731,375Net Income 2020: $162,2932020Revenue 2021: $1,007,334Expenses 2021: $1,010,387Net Income 2021: -$3,0532021Revenue 2022: $1,163,297Expenses 2022: $1,094,524Net Income 2022: $68,7732022Revenue 2023: $1,399,933Expenses 2023: $1,386,666Net Income 2023: $13,2672023Revenue 2024: $1,569,172Expenses 2024: $1,678,408Net Income 2024: -$109,2362024Revenue 2025: $2,026,268Expenses 2025: $1,916,911Net Income 2025: $109,3572025

Highlighted filing

2021

Revenue$1,007,334
Expenses$1,010,387
Net Income-$3,053
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$1,007,334
Mission and Program Overview

Mission

Counseling to drunk drivers

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$692,484$689,431▼ $3,053
Land, Buildings, and Equipment, Net$676,681$660,748▼ $15,933
Cash and Non-Interest-Bearing Accounts$93,053$34,948▼ $58,105
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$769,734$695,696▼ $74,038
Liabilities
Mortgage Notes Payable Secured by Investment Property$66,093$0▼ $66,093
Other Liabilities$11,157$4,783▼ $6,374
Accounts Payable and Accrued Expenses-$1,482-
Total Liabilities$77,250$6,265▼ $70,985
Net Assets / Fund Balance
Total Net Assets Fund Balance$692,484$689,431▼ $3,053
Total Liabilities and Net Assets / Fund Balance$769,734$695,696▼ $74,038

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$490,748$84,516$575,264
Other Land Buildings$0$258,941$258,941
Land$170,000-$170,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles PalomerasPresident
Rebecca HoweVice President
Courtney TindallSecretary
Douglas CarrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$996,174
Investment Income
$3
Other Revenue
$11,157
Change in Net Assets
$-3,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$675,998
Other Expenses$334,389
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$441,195$147,065-$588,260
All Other Expenses$49,732$16,578-$66,310
Payroll Taxes$44,801$14,933-$59,734
Office Expenses$33,365$11,122-$44,487
Occupancy$19,224$6,408-$25,632
Other Expenses$13,940$4,647-$18,587
Other Employee Benefits$12,586$4,195-$16,781
Depreciation Depletion$11,691$3,897-$15,588
Insurance$9,679$3,226-$12,905
Travel$8,421$2,807-$11,228
Pension Plan Contributions$8,417$2,806-$11,223
Fees for Services Accounting-$5,820-$5,820
Interest$4,337$1,446-$5,783
Advertising$146$49-$195
Total Functional Expenses$753,425$256,962$0$1,010,387
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liability$4,783
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Section B, Line 11B

Tax return is reviewed by president before being filed

Form 990, Part VI, Section C, Line 19

The public must request either in writing or in person any documents they may want to see.

Filing and Contact Details

Filer

Filer Name
Ak Bean Foundation
EIN
94-2519244
Phone
7074298888
Address
623 GREAT JONES STREET, FAIRFIELD, CA 94533

Signing Officer

Name
Charles Palomeras
Title
President
Phone
7074298888
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
28
Volunteers
0

Preparer

Firm
Anderson & Associates Cpas
Address
1234 TRAVIS BOULEVARD SUITE C, FAIRFIELD, CA 94533
Preparer
Teresa Fitzgerald
Phone
7074226700
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

CA

Form 990, Part IX, Line 24E

Utilities: program service expenses 13,463. Management and general expenses 4,488. Fundraising expenses 0. Total expenses 17,951. Licenses and fees: program service expenses 8,024. Management and general expenses 2,675. Fundraising expenses 0. Total expenses 10,699. Bank service charges: program service expenses 7,582. Management and general expenses 2,528. Fundraising expenses 0. Total expenses 10,110. Meals: program service expenses 7,477. Management and general expenses 2,493. Fundraising expenses 0. Total expenses 9,970. Education and training: program service expenses 5,302. Management and general expenses 1,767. Fundraising expenses 0. Total expenses 7,069. Staff recognition: program service expenses 2,999. Management and general expenses 999. Fundraising expenses 0. Total expenses 3,998. Postage: program service expenses 1,819. Management and general expenses 606. Fundraising expenses 0. Total expenses 2,425. Payroll processing: program service expenses 1,328. Management and general expenses 442. Fundraising expenses 0. Total expenses 1,770. Membership and dues: program service expenses 855. Management and general expenses 285. Fundraising expenses 0. Total expenses 1,140. Property tax: program service expenses 732. Management and general expenses 244. Fundraising expenses 0. Total expenses 976. Reconveyance fee: program service expenses 151. Management and general expenses 51. Fundraising expenses 0. Total expenses 202.

Raw XML Appendix386 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0541893
IRS990ScheduleA/Total509Grp/TotalAmt03742161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01007334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0893668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0690458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0621236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0541893
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03754589
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0490748
IRS990ScheduleD/BuildingsGrp/DepreciationAmt084516
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0575264
IRS990ScheduleD/LandGrp/BookValueAmt0170000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0170000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0258941
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0258941
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04783
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0660748
IRS990ScheduleD/TotalLiabilityAmt04783
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN IS REVIEWED BY PRESIDENT BEFORE BEING FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PUBLIC MUST REQUEST EITHER IN WRITING OR IN PERSON ANY DOCUMENTS THEY MAY WANT TO SEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES: PROGRAM SERVICE EXPENSES 13,463. MANAGEMENT AND GENERAL EXPENSES 4,488. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,951. LICENSES AND FEES: PROGRAM SERVICE EXPENSES 8,024. MANAGEMENT AND GENERAL EXPENSES 2,675. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,699. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 7,582. MANAGEMENT AND GENERAL EXPENSES 2,528. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,110. MEALS: PROGRAM SERVICE EXPENSES 7,477. MANAGEMENT AND GENERAL EXPENSES 2,493. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,970. EDUCATION AND TRAINING: PROGRAM SERVICE EXPENSES 5,302. MANAGEMENT AND GENERAL EXPENSES 1,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,069. STAFF RECOGNITION: PROGRAM SERVICE EXPENSES 2,999. MANAGEMENT AND GENERAL EXPENSES 999. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,998. POSTAGE: PROGRAM SERVICE EXPENSES 1,819. MANAGEMENT AND GENERAL EXPENSES 606. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,425. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 1,328. MANAGEMENT AND GENERAL EXPENSES 442. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,770. MEMBERSHIP AND DUES: PROGRAM SERVICE EXPENSES 855. MANAGEMENT AND GENERAL EXPENSES 285. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,140. PROPERTY TAX: PROGRAM SERVICE EXPENSES 732. MANAGEMENT AND GENERAL EXPENSES 244. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 976. RECONVEYANCE FEE: PROGRAM SERVICE EXPENSES 151. MANAGEMENT AND GENERAL EXPENSES 51. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 13A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0769734
IRS990/TotalAssetsEOYAmt0695696
IRS990/TotalAssetsGrp/BOYAmt0769734
IRS990/TotalAssetsGrp/EOYAmt0695696
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0256962
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0753425
IRS990/TotalFunctionalExpensesGrp/TotalAmt01010387
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt077250
IRS990/TotalLiabilitiesEOYAmt06265
IRS990/TotalLiabilitiesGrp/BOYAmt077250
IRS990/TotalLiabilitiesGrp/EOYAmt06265
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0692484
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0689431
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0753425
IRS990/TotalProgramServiceRevenueAmt0996174
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011157
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0996177
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01007334
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0769734
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0695696
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02807
IRS990/TravelGrp/ProgramServicesAmt08421
IRS990/TravelGrp/TotalAmt011228
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0623 GREAT JONES STREET
IRS990/USAddress/CityNm0FAIRFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094533
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.AKBEAN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES PALOMERAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07074298888
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AK BEAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AKBE
ReturnHeader/Filer/EIN0942519244
ReturnHeader/Filer/PhoneNum07074298888
ReturnHeader/Filer/USAddress/AddressLine1Txt0623 GREAT JONES STREET
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094533
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942238536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01234 TRAVIS BOULEVARD SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094533
ReturnHeader/PreparerPersonGrp/PhoneNum07074226700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA FITZGERALD
ReturnHeader/ReturnTs02021-11-03T15:42:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PALOMERAS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.16$0.77$2.03$1.92$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.18$0.66$1.57$1.68$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.21$0.77$1.40$1.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$1.16$1.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$1.01$1.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.08$0.69$0.89$0.73$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.19$0.53$0.69$0.62$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.25$0.46$0.62$0.57$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.35$0.41$0.54$0.51$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.44$0.46$0.73$0.54$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.62$0.62$0.00
2014Summary only. Only limited summary data is available for this year.$0.28$0.01$0.27$0.68$0.61$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.02$0.21$0.71
2012Summary only. Only limited summary data is available for this year.$0.87$0.02$0.85$0.69$0.70$0.00