Civic Intelligence

Placer Independent Resource Services Inc

990 • Fiscal year 2019 • EIN 94-3209861

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

11768 Atwood RoadAuburn, CA 95603

(530) 885-6100

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.41x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.10x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

48th percentile

3.0%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

84th percentile

$86,447

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

4th percentile

-43%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$187,104

Down $139,671 (-43%) from 2018

Net Assets

Down

$110,051

Down $160,384 (-59%) from 2018

Liabilities

Up

$77,053

Up $20,713 (+37%) from 2018

Revenue

Up

$751,631

Up $137,220 (+22%) from 2018

Expenses

Up

$729,035

Up $124,362 (+21%) from 2018

Net Income

Up

$22,596

Up $12,858 (+132%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $320,316Liabilities 2011: $43,723Net Assets 2011: $276,5932011Assets 2012: $314,909Liabilities 2012: $53,096Net Assets 2012: $261,8132012Assets 2013: $286,469Liabilities 2013: $40,053Net Assets 2013: $246,4162013Assets 2014: $253,689Liabilities 2014: $44,487Net Assets 2014: $209,2022014Assets 2015: $259,963Liabilities 2015: $33,099Net Assets 2015: $226,8642015Assets 2016: $281,794Liabilities 2016: $44,216Net Assets 2016: $237,5782016Assets 2017: $322,768Liabilities 2017: $62,071Net Assets 2017: $260,6972017Assets 2018: $326,775Liabilities 2018: $56,340Net Assets 2018: $270,4352018Assets 2019: $187,104Liabilities 2019: $77,053Net Assets 2019: $110,0512019Assets 2020: $167,281Liabilities 2020: $71,693Net Assets 2020: $95,5882020Assets 2021: $152,219Liabilities 2021: $59,583Net Assets 2021: $92,6362021Assets 2022: $221,180Liabilities 2022: $148,541Net Assets 2022: $72,6392022Assets 2023: $413,786Liabilities 2023: $359,199Net Assets 2023: $54,5872023

Highlighted filing

2019

Assets$187,104
Liabilities$77,053
Net Assets$110,051

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $574,1702011Expenses 2012: $596,0282012Expenses 2013: $580,2802013Revenue 2014: $568,678Expenses 2014: $605,892Net Income 2014: -$37,2142014Revenue 2015: $626,996Expenses 2015: $609,334Net Income 2015: $17,6622015Revenue 2016: $569,905Expenses 2016: $559,191Net Income 2016: $10,7142016Revenue 2017: $622,462Expenses 2017: $599,343Net Income 2017: $23,1192017Revenue 2018: $614,411Expenses 2018: $604,673Net Income 2018: $9,7382018Revenue 2019: $751,631Expenses 2019: $729,035Net Income 2019: $22,5962019Revenue 2020: $702,761Expenses 2020: $717,224Net Income 2020: -$14,4632020Revenue 2021: $714,332Expenses 2021: $717,284Net Income 2021: -$2,9522021Revenue 2022: $739,907Expenses 2022: $800,962Net Income 2022: -$61,0552022Revenue 2023: $832,733Expenses 2023: $799,720Net Income 2023: $33,0132023

Highlighted filing

2019

Revenue$751,631
Expenses$729,035
Net Income$22,596
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.1
Gross Receipts
$751,631
Mission and Program Overview

Mission

Our mission is to advocate, empower, educate and provide services for people with disabilities, enabling them to control their alternatives for independent living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,606$78,004▲ $64,398
Land, Buildings, and Equipment, Net$216,137$51,288▼ $164,849
Pledges and Grants Receivable$82,146$42,301▼ $39,845
Prepaid Expenses and Deferred Charges$3,963$4,588▲ $625
Inventories for Sale or Use$3,000$3,000→ $0
Accounts Receivable$150$150→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$326,775$187,104▼ $139,671
Other Assets Total$7,773$7,773→ $0
Liabilities
Other Liabilities$35,873$65,036▲ $29,163
Accounts Payable and Accrued Expenses$20,467$12,017▼ $8,450
Total Liabilities$56,340$77,053▲ $20,713
Net Assets / Fund Balance
Permanently Rstr Net Assets$213,121--
Temporarily Rstr Net Assets$3,780$59,446▲ $55,666
Unrestricted Net Assets$53,534$50,605▼ $2,929
Total Net Assets Fund Balance$270,435$110,051▼ $160,384
Total Liabilities and Net Assets / Fund Balance$326,775$187,104▼ $139,671

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$51,288$198,688$249,976
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan L MillerExecutive DirecFT$86,447$86,447

Board Members and Trustees

NameTitle
Dawn DavidsonPresident
Jerry HenryVice President
Anne NashDirector
Eldon LuceDirector
Laraine HendrixDirector
Michael CummingsDirector
Scott DeFevereDirector
Paula MosquedaSecretary
Peter BeckhTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$743,021
Program Service Revenue
$5,517
Investment Income
$65
Other Revenue
$3,028
All Other Contributions
$21,516
Change in Net Assets
$22,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$751,631
Total Revenue per Audited Statements
$751,631
Total Revenue per Form 990
$751,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$435,705
Other Expenses$293,330
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$278,124--$278,124
Occupancy$106,994$-300-$106,694
Current Officers, Directors, Trustees, and Key Employees$85,041$2,184-$87,225
Other Employee Benefits$69,549$807-$70,356
All Other Expenses$14,480$3,226-$17,706
Travel$16,795$73-$16,868
Depreciation Depletion$14,621$687-$15,308
Office Expenses$14,929$88-$15,017
Fees for Services Accounting$8,799$2,500-$11,299
Insurance$9,569$22-$9,591
Other Expenses$5,352$550-$5,902
Advertising$5,900$-100-$5,800
Interest-$1,262-$1,262
Total Functional Expenses$718,036$10,999$0$729,035

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$729,035
Total Expenses per Audited Statements$729,035
Total Expenses per Form 990$729,035
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,028
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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
Grant Advances$34,187
Compensated Absences Payable$30,849
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Line 11B: Form 990 Review Process

Provided electronically to board of directors

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually reviewed at board meetings.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Executive directors salary is reviewed and approved by independent board of directors

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

Available upon request.

Filing and Contact Details

Filer

Filer Name
Placer Independent Resource
EIN
94-3209861
Phone
5308856100
Address
11768 Atwood Road, Auburn, CA 95603

Signing Officer

Name
Susan L Miller
Title
Executive Director
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
25

Preparer

Firm
Jensen Smith Certified Public Accountants Inc
Address
661 5th St Ste 101 PO Box 160, Lincoln, CA 95648
Preparer
Lisette L Hutchens CPA
Phone
9164341662
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

To put accumulated depreciation on the books = -$182980

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IRS990/Desc0Provided services for individuals with disabilities to achieve their individual goals and be more self-sufficient and independent.Provided hours of community education, systems advocacy and technical assistance on disability issues.Provided information and referral for individuals including consumers, family members, and others in the community.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt088
IRS990/OfficeExpensesGrp/ProgramServicesAmt014929
IRS990/OfficeExpensesGrp/TotalAmt015017
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt07773
IRS990/OtherAssetsTotalGrp/EOYAmt07773
IRS990/OtherChangesInNetAssetsAmt0-182980
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0807
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt069549
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070356
IRS990/OtherExpensesGrp/Desc0Contract Service
IRS990/OtherExpensesGrp/Desc1Telephone
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Dues & Subs
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0550
IRS990/OtherExpensesGrp/ProgramServicesAmt063544
IRS990/OtherExpensesGrp/ProgramServicesAmt116188
IRS990/OtherExpensesGrp/ProgramServicesAmt28151
IRS990/OtherExpensesGrp/ProgramServicesAmt35352
IRS990/OtherExpensesGrp/TotalAmt063544
IRS990/OtherExpensesGrp/TotalAmt116188
IRS990/OtherExpensesGrp/TotalAmt28151
IRS990/OtherExpensesGrp/TotalAmt35902
IRS990/OtherLiabilitiesGrp/BOYAmt035873
IRS990/OtherLiabilitiesGrp/EOYAmt065036
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0278124
IRS990/OtherSalariesAndWagesGrp/TotalAmt0278124
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0213121
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt082146
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt042301
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03963
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04588
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Fees for Services & Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05517
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0604962
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt026
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0244554
IRS990/PYOtherRevenueAmt04756
IRS990/PYProgramServiceRevenueAmt04667
IRS990/PYRevenuesLessExpensesAmt09738
IRS990/PYSalariesCompEmpBnftPaidAmt0360119
IRS990/PYTotalExpensesAmt0604673
IRS990/PYTotalRevenueAmt0614411
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022596
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0743021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0605682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0618146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0563776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0619787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03150412
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03150412
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0743021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0605682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0618146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0563776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0619787
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03150412
IRS990ScheduleA/TotalSupportAmt03150414
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt033176
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt028297
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt028282
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt026816
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0116571
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0132705
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0113186
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0113126
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0107265
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0466282
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt0872
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt0852
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt0758
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt0857
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt03339
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt0174857
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt033176
IRS990ScheduleC/LobbyingCeilingAmt0699423
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0132705
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0717164
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt0872
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0718036
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt0872
IRS990ScheduleD/EquipmentGrp/BookValueAmt051288
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0198688
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0249976
IRS990ScheduleD/ExpensesSubtotalAmt0729035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt134187

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.14$3.59$0.55$8.33$8.00$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$1.49$0.73$7.40$8.01$0.61
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.60$0.93$7.14$7.17$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.72$0.96$7.03$7.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.77$1.10$7.52$7.29$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.56$2.70$6.14$6.05$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.62$2.61$6.22$5.99$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.82$0.44$2.38$5.70$5.59$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.33$2.27$6.27$6.09$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.44$2.09$5.69$6.06$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.40$2.46$5.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.53$2.62$5.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.44$2.77$5.74