SACRED HEART NATIVITY SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART NATIVITY SCHOOL (EIN 95-2206754)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-30
- IRS object ID
- 201703349349300145
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-30T17:13:29-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W San Fernando St Ste 500 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952206754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sacred Heart Nativity School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 4089931293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 Edwards Avenue | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sonya Arriola | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4089931293 | PhoneNum |
| Signature | 2017-11-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence S Kuechler | PreparerPersonNm |
| PTIN | P00233621 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2017-11-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.135.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-27 | IPDt |
| IP Tm | 12:59:09 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C6CDAEE9B875D4320E7F169406ABE2414F275E69 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1660D9D96D1CA10093BC688201E7BDF3C13909DD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sonya Arriola | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 Edwards Avenue | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,326,122 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.shnativity.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To prepare students for success in high school and thereafter by providing low-cost education to pre-high school ages. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,300,538 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,456,428 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $72,573 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $105,489 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,335 | PYInvestmentIncomeAmt |
| CY Investment Income | $274,111 | CYInvestmentIncomeAmt |
| PY Other Revenue | $309,175 | PYOtherRevenueAmt |
| CY Other Revenue | $6,043 | CYOtherRevenueAmt |
| PY Total Revenue | $1,697,621 | PYTotalRevenueAmt |
| CY Total Revenue | $1,842,071 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,408,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,480,545 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $241,647 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $761,458 | PYOtherExpensesAmt |
| CY Other Expenses | $707,754 | CYOtherExpensesAmt |
| PY Total Expenses | $2,170,283 | PYTotalExpensesAmt |
| CY Total Expenses | $2,188,299 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$472,662 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$346,228 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,574,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,558,680 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,835 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,543,728 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,522,845 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To prepare students for success in high school and thereafter by providing low-cost education to pre-high school ages. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,454,267 | ExpenseAmt |
| Revenue | $70,374 | RevenueAmt |
| Desc | education program for middle school age boys and girls. In addition to the expenses above, in-kind donations were received to cover the following expenses: summer school $97,580; rent $51,200; Kitchen $129,972; teacher training $8,715; Total in kind expenses $387,467.A total of 117 people served. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,874 | ExpenseAmt |
| Revenue | $41,158 | RevenueAmt |
| Desc | Summer camp. 105 people served. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,499,141 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jackie Romo | PersonNm |
| Phone | 4089931293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 Edwards Avenue | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Mari Alba | |||||||
| DirectoR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Ramirez | |||||||
| BOARD TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATHY ALMAZOL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GUILLERMO DIAZ JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS MEYERCORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MORA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK GIORGETTI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH HOBBS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Fr MARIO PRIETTO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott MAGUIRE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MURPHY SABATINO III | |||||||
| DIREctoR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM SCHOTT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Fr WALTER SUAREZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY ELENA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Katie Burke | |||||||
| Board Chair | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Keith Matasci | |||||||
| DirectoR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Josef castaneda-Liles | |||||||
| DirectoR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cathy Vivian | |||||||
| finance Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| sONYA ARRIOLA | |||||||
| pRESIDENT & CEO | 40.00 | $142,800 | $0 | $4,284 | Yes (X) | ||
| LORRAINE SHEPHERD | |||||||
| PRINCIPAL | 40.00 | $117,300 | $0 | $13,944 | Yes (X) | ||
| TERE ALLEN | |||||||
| VICE PRINCIPAL | 40.00 | $110,346 | $0 | $19,127 | Yes (X) | ||
| MARJORIE BENNETT | |||||||
| FACULTY | 40.00 | $105,383 | $0 | $14,495 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $475,829 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $51,850 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $260,635 | FundraisingAmt |
| Government Grants | $139,468 | GovernmentGrantsAmt |
| All Other Contributions | $1,056,325 | AllOtherContributionsAmt |
| Noncash Contributions | $42,938 | NoncashContributionsAmt |
| Total Contributions | $1,456,428 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| tuition and fees | 900099 | $64,331 | $64,331 |
| summer camp and auxili | 900099 | $41,158 | $41,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $105,489 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,208 | TotalRevenueColumnAmt |
| Exclusion | $95,208 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $595,000 | SecuritiesAmt |
| Other | $300 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $416,197 | SecuritiesAmt |
| Other | $200 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,803 | SecuritiesAmt |
| Other | $100 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $178,903 | TotalRevenueColumnAmt |
| Exclusion | $178,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $67,654 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $260,635 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,654 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,043 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,043 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,043 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,842,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,532 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $274,111 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,084 | TotalAmt |
| Program Services | $3,856 | ProgramServicesAmt |
| Management And General | $71,614 | ManagementAndGeneralAmt |
| Fundraising | $71,614 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,040 | TotalAmt |
| Program Services | $739,597 | ProgramServicesAmt |
| Management And General | $254,125 | ManagementAndGeneralAmt |
| Fundraising | $95,318 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,802 | TotalAmt |
| Program Services | $21,338 | ProgramServicesAmt |
| Management And General | $1,232 | ManagementAndGeneralAmt |
| Fundraising | $1,232 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,752 | TotalAmt |
| Program Services | $122,726 | ProgramServicesAmt |
| Management And General | $7,013 | ManagementAndGeneralAmt |
| Fundraising | $7,013 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,867 | TotalAmt |
| Program Services | $75,233 | ProgramServicesAmt |
| Management And General | $4,317 | ManagementAndGeneralAmt |
| Fundraising | $4,317 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178 | TotalAmt |
| Management And General | $1,178 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,891 | TotalAmt |
| Program Services | $7,593 | ProgramServicesAmt |
| Management And General | $31,298 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,796 | TotalAmt |
| Management And General | $31,796 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,699 | TotalAmt |
| Management And General | $10,354 | ManagementAndGeneralAmt |
| Fundraising | $22,345 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,038 | TotalAmt |
| Program Services | $8,004 | ProgramServicesAmt |
| Management And General | $16,405 | ManagementAndGeneralAmt |
| Fundraising | $21,629 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,684 | TotalAmt |
| Program Services | $117,812 | ProgramServicesAmt |
| Management And General | $15,436 | ManagementAndGeneralAmt |
| Fundraising | $15,436 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,429 | TotalAmt |
| Program Services | $2,179 | ProgramServicesAmt |
| Management And General | $125 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,762 | TotalAmt |
| Program Services | $6,066 | ProgramServicesAmt |
| Management And General | $348 | ManagementAndGeneralAmt |
| Fundraising | $348 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,306 | TotalAmt |
| Program Services | $33,466 | ProgramServicesAmt |
| Management And General | $1,920 | ManagementAndGeneralAmt |
| Fundraising | $1,920 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SCHOOL ACTIVITIES | $167,338 | $167,338 |
| MARTHA'S KITCHEN | $138,148 | $138,148 |
| SUMMER PROGRAM | $44,874 | $44,874 |
| CONTRIBUTIONS | $4,823 | $4,823 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,788 | TotalAmt |
| Program Services | $6,088 | ProgramServicesAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
| Fundraising | $350 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,188,299 | TotalAmt |
| Program Services | $1,499,141 | ProgramServicesAmt |
| Management And General | $447,511 | ManagementAndGeneralAmt |
| Fundraising | $241,647 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $828,493 | BOYAmt |
| EOY | $836,873 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $230,722 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,550 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $369,165 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $294,145 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,880 | BOYAmt |
| EOY | $75,020 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,715,040 | BOYAmt |
| EOY | $5,398,319 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,574,413 | BOYAmt |
| EOY | $6,558,680 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,685 | BOYAmt |
| EOY | $28,905 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,930 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,685 | BOYAmt |
| EOY | $35,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,037,679 | BOYAmt |
| EOY | $5,977,791 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,460 | BOYAmt |
| EOY | $77,465 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,589 | BOYAmt |
| EOY | $467,589 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,543,728 | BOYAmt |
| EOY | $6,522,845 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,574,413 | BOYAmt |
| EOY | $6,558,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$346,228 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $231,877 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $93,468 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,715,040 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $482,595 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $595,000 | OtherExpendituresAmt |
| Administrative Expenses | $47,596 | AdministrativeExpensesAmt |
| End Year Balance | $5,565,039 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,352,767 | BeginningYearBalanceAmt |
| Contributions | $82,300 | ContributionsAmt |
| Investment Earnings Or Losses | -$195,027 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,965 | GrantsOrScholarshipsAmt |
| Other Expenditures | $516,035 | OtherExpendituresAmt |
| End Year Balance | $5,715,040 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,819,943 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$67,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,539 | GrantsOrScholarshipsAmt |
| Other Expenditures | $416,461 | OtherExpendituresAmt |
| End Year Balance | $6,352,767 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,129,991 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $671,129 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,133 | GrantsOrScholarshipsAmt |
| Other Expenditures | $998,044 | OtherExpendituresAmt |
| End Year Balance | $6,819,943 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,630,834 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $481,902 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,745 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,129,991 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08410 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00070 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,332 | DepreciationAmt |
| Book Value | $30,667 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,365 | DepreciationAmt |
| Book Value | $45 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,448 | DepreciationAmt |
| Book Value | $44,308 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $75,020 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,429,898 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $231,877 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $387,746 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $619,623 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,810,275 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $31,796 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $31,796 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,842,071 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,544,249 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $387,746 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $387,746 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,156,503 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $31,796 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $31,796 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,188,299 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The board restricted funds are to be held for emergency use only. the permanently restricted funds are to be used partly as a building fund and partly to be held for future use. The temporarily restricted funds are to be used for scholarships. |
| Part X, Line 2: | The School has evaluated its current tax positions and has concluded that as of June 30, 2017, the School does not have any significant uncertain tax positions for which a reserve would be necessary. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The school publishes its nondiscriminator policy in all of its marketing materials. |
| Schedule E, Part I, Line 6 | The School receives funding from the State of California Department of Nutrition for its meal program. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction | Event1Nm |
| Gross Receipts Event1 | $239,149 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $201,832 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,317 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $37,317 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf | Event2Nm |
| Gross Receipts Event2 | $62,079 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $41,849 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,230 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $20,231 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $27,061 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $16,954 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,107 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,106 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $328,289 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $260,635 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $67,654 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $67,654 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $67,654 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,938 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | Donations of stock are processed by a brokerage firm. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The corporation has five members which include the pastor of sacred heart Parish, the superintendent of schools of the Diocese of San jose, a nominee of the provincial of the california province of the Society of Jesus, the chair of the board of the corporation, and a member at large who is a member of the board of the directors. |
| Form 990, Part VI, Section A, line 7a | The members shall have the sole right to elect the Director to serve on the board. |
| Form 990, Part VI, Section A, line 7b | The corporation shall have 5 members. Members hold the rights and privileges to call special meetings and elect the directors. A majority of the members shall constitute a quorum of the members for the transaction of business. Amendment of Bylaws is subject to the approval of all members. |
| Form 990, Part VI, Section B, line 11b | A final draft of the 990 is given to the governing body for their approval before it is filed. |
| Form 990, Part VI, Section B, line 12c | Annually, a conflict of interest questionnaire is sent to all board members where they can indicate any conflicts. The Finance Committee reviews the responses and addresses any conflicts. |
| Form 990, Part VI, Section B, line 15 | Annually, the finance committee reviews the compensation of all officers, management and employees. |
| Form 990, Part VI, Section C, line 19 | All information is available upon request. |
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