WINSTON SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WINSTON SCHOOL (EIN 75-1450819)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-03
- IRS object ID
- 201520349349300312
- Schema version
- 2013v4.0
- 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 | 2015-02-03T10:31:22-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743001153 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMB HELIN DONOVAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5550 LBJ FREEWAY SUITE 750 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751450819 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINSTON SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 2146916950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5707 ROYAL LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75229 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY FURNEY | PersonNm |
| Person Title | CHAIRMAN OF THE BOARD | PersonTitleTxt |
| Phone | 2146916950 | PhoneNum |
| Signature | 2015-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES D HODGES | PreparerPersonNm |
| PTIN | P00263906 | PTIN |
| Phone | 9727885315 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY FURNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5707 ROYAL LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,379,804 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINSTON-SCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | 501(C) | OtherOrganizationDsc |
| Formation | 1974 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE WINSTON SCHOOL MISSION STATEMENT:THE MISSION OF THE WINSTON SCHOOL IS TO REALIZE THE EXTRAORDINARY POTENTIAL OF BRIGHT STUDENTS WHO LEARN DIFFERENTLY THROUGH INDIVIDUALIZED LEARNING STRATEGIES AND TO PREPARE GRADUATES FOR COLLEGE-LEVEL WORK.THE WINSTON SCHOOL PROVIDES A SAFE, SUPPORTIVE EDUCATIONAL ENVIRONMENT, INSPIRING STUDENTS'SELF-CONFIDENCE AND SELF-RELIANCE WITH FULL PARENTAL INVOLVEMENT, A WINSTON SCHOOL EDUCATION PREPARES ALL STUDENTS FOR FUTURE CHALLENGES AND ACCOMPLISHMENTS.THE WINSTON SCHOOL CONTRIBUTES TO THE NEIGHBORHOOD AND LARGER COMUNITY THROUGH RESEARCH, PUBLIC AWARENESS PROGRAMS AND BY BEING A MODEL FOR EDUCATIONAL EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 77 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $879,940 | PYContributionsGrantsAmt |
| CY Contributions Grants | $420,905 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,767,644 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,830,879 | CYProgramServiceRevenueAmt |
| PY Investment Income | $110,223 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,650 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,971 | PYOtherRevenueAmt |
| CY Other Revenue | $14,370 | CYOtherRevenueAmt |
| PY Total Revenue | $5,771,778 | PYTotalRevenueAmt |
| CY Total Revenue | $5,379,804 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $524,620 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $444,467 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,370,113 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,364,495 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,567 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,551,770 | PYOtherExpensesAmt |
| CY Other Expenses | $1,713,792 | CYOtherExpensesAmt |
| PY Total Expenses | $5,446,503 | PYTotalExpensesAmt |
| CY Total Expenses | $5,522,754 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $325,275 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$142,950 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,818,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,427,218 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,319,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,251,355 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,498,926 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,175,863 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE WINSTON SCHOOL MISSION STATEMENT:THE MISSION OF THE WINSTON SCHOOL IS TO REALIZE THE EXTRAORDINARY POTENTIAL OF BRIGHT STUDENTS WHO LEARN DIFFERENTLY THROUGH INDIVIDUALIZED LEARNING STRATEGIES AND TO PREPARE GRADUATES FOR COLLEGE-LEVEL WORK.THE WINSTON SCHOOL PROVIDES A SAFE, SUPPORTIVE EDUCATIONAL ENVIRONMENT, INSPIRING STUDENTS'SELF-CONFIDENCE AND SELF-RELIANCE WITH FULL PARENTAL INVOLVEMENT, A WINSTON SCHOOL EDUCATION PREPARES ALL STUDENTS FOR FUTURE CHALLENGES AND ACCOMPLISHMENTS.THE WINSTON SCHOOL CONTRIBUTES TO THE NEIGHBORHOOD AND LARGER COMUNITY THROUGH RESEARCH, PUBLIC AWARENESS PROGRAMS AND BY BEING A MODEL FOR EDUCATIONAL EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,180,197 | ExpenseAmt |
| Grant | $444,467 | GrantAmt |
| Revenue | $4,357,447 | RevenueAmt |
| Desc | "THE WINSTON SCHOOL"EDUCATIONAL INSTRUCTION FOR GRADES 1-12 FOR APPROX 205 STUDENTS IN THE DFW AREA WHO HAVE DIAGNOSED LEARNING DIFFERENCES. THE WINSTON SCHOOL IS ACCREDITTED BY THE INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST AND THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,605 | ExpenseAmt |
| Revenue | $9,647 | RevenueAmt |
| Desc | "WINSTON SCIENCE" A PROGRAM THAT PROVIDED A LARGE SCIENCE FAIR TO LOCAL SCHOOLS, TEACHERS, AND STUDENTS, WITH PARTICAPATION IN THE COMMUNITY OF OVER 29,000 STUDENTS, TO PROMOTE LEARNING IN SCIENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,181,802 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | 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 |
| Employee | 77 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS PAM WORSHAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2146916950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5707 ROYAL LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75229 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| MELISSA R STEWART | |||||||
| OFFICER - CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBBIE TUNNELL | |||||||
| OFFICER - SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT S HAYS | |||||||
| OFFICER - TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRAIG LENTZCH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSH R FEFERMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH YUAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE EARLY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY K BEST | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAY H MARR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RHEA M WOLFRAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT B CROWDER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA L PETTEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILBUR L SMITHER III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILL MORRIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY GRAHAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER CORRIGAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY CORRIGAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY FURNEY | |||||||
| TRUSTEE - CHAIR ELECT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN GIBBS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARNOLD HOLTBERG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD FINLAY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HART JR MD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR POLLY PETERSON | |||||||
| KEY EMPLOYEE - HEAD OF SCH | 40.00 | $179,117 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $179,117 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $420,905 | AllOtherContributionsAmt |
| Total Contributions | $420,905 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $4,367,094 | $4,367,094 | |
| OTHER ACTIVITIES AND S | 611710 | $298,483 | $298,483 | |
| FOOD SERVICES | 611710 | $165,302 | $165,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,830,879 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,650 | TotalRevenueColumnAmt |
| Exclusion | $113,650 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,370 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,370 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,370 | TotalRevenueColumnAmt |
| Exclusion | $14,370 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,379,804 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,367,094 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $591,805 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,467 | TotalAmt |
| Program Services | $444,467 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,838,039 | TotalAmt |
| Program Services | $2,137,324 | ProgramServicesAmt |
| Management And General | $700,715 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,193 | TotalAmt |
| Management And General | $64,193 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,819 | TotalAmt |
| Management And General | $246,819 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,444 | TotalAmt |
| Program Services | $153,767 | ProgramServicesAmt |
| Management And General | $61,677 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,000 | TotalAmt |
| Management And General | -$2,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,826 | TotalAmt |
| Management And General | $23,826 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,296 | TotalAmt |
| Management And General | $96,296 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,997 | TotalAmt |
| Management And General | $16,997 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,790 | TotalAmt |
| Management And General | $5,790 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,063 | TotalAmt |
| Management And General | $202,063 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,966 | TotalAmt |
| Management And General | $92,966 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER MANAGEMENT EXPENS | $830,043 | $830,043 | ||
| OTHER PROGRAM EXPENSES | $446,244 | $446,244 | ||
| OTHER FUNDRAISING EXPEN | $1,567 | $1,567 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,522,754 | TotalAmt |
| Program Services | $3,181,802 | ProgramServicesAmt |
| Management And General | $2,339,385 | ManagementAndGeneralAmt |
| Fundraising | $1,567 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,425,048 | BOYAmt |
| EOY | $2,754,597 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,735 | BOYAmt |
| EOY | $844,635 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,852 | BOYAmt |
| EOY | $55,362 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,365 | BOYAmt |
| EOY | $56,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,584,367 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,985,153 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,772,108 | BOYAmt |
| EOY | $2,599,214 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,371,160 | BOYAmt |
| EOY | $6,086,763 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,818,268 | BOYAmt |
| EOY | $12,427,218 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,301 | BOYAmt |
| EOY | $221,104 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,044 | BOYAmt |
| EOY | $998,279 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,997 | BOYAmt |
| EOY | $31,972 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,342 | BOYAmt |
| EOY | $1,251,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,609,769 | BOYAmt |
| EOY | $3,466,093 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,811,990 | BOYAmt |
| EOY | $3,633,603 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,077,167 | BOYAmt |
| EOY | $4,076,167 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,498,926 | BOYAmt |
| EOY | $11,175,863 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,818,268 | BOYAmt |
| EOY | $12,427,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$142,950 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $819,887 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $5,371,160 | BeginningYearBalanceAmt |
| Contributions | $6,212 | ContributionsAmt |
| Investment Earnings Or Losses | $933,537 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $203,422 | OtherExpendituresAmt |
| Administrative Expenses | $20,724 | AdministrativeExpensesAmt |
| End Year Balance | $6,086,763 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,853,560 | BeginningYearBalanceAmt |
| Contributions | $50,356 | ContributionsAmt |
| Investment Earnings Or Losses | $703,816 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $217,966 | OtherExpendituresAmt |
| Administrative Expenses | $18,606 | AdministrativeExpensesAmt |
| End Year Balance | $5,371,160 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,983,539 | BeginningYearBalanceAmt |
| Contributions | $28,818 | ContributionsAmt |
| Investment Earnings Or Losses | $78,472 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $220,445 | OtherExpendituresAmt |
| Administrative Expenses | $16,824 | AdministrativeExpensesAmt |
| End Year Balance | $4,853,560 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,350,217 | BeginningYearBalanceAmt |
| Contributions | $11,352 | ContributionsAmt |
| Investment Earnings Or Losses | $703,384 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,195 | OtherExpendituresAmt |
| Administrative Expenses | $16,219 | AdministrativeExpensesAmt |
| End Year Balance | $4,983,539 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,971,310 | BeginningYearBalanceAmt |
| Contributions | $19,694 | ContributionsAmt |
| Investment Earnings Or Losses | $523,409 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| Administrative Expenses | $14,196 | AdministrativeExpensesAmt |
| End Year Balance | $4,350,217 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $180,734 | InvestmentCostOrOtherBasisAmt |
| Book Value | $180,734 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,511,126 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $3,226,101 | DepreciationAmt |
| Book Value | $2,285,025 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $517,428 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $432,670 | DepreciationAmt |
| Book Value | $84,758 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,375,079 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,326,382 | DepreciationAmt |
| Book Value | $48,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,599,214 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATIONS | Desc |
| Amt | $31,972 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,972 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,607,815 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $819,887 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $819,887 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,787,928 | RevenueSubtotalAmt |
| Other Revenues Not Included | $591,876 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $591,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,379,804 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,930,878 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,930,878 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $591,876 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $591,876 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,522,754 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF FUNDS USED FOR SCHOLARSHIPS RECLASSIFICATION OF PTO EXPENSES |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF FUNDS USED FOR SCHOLARSHIPS RECLASSIFICAITON OF PTO EXPENSES |
| PART XII LINE 2D AND PART XIII, LINE 4B: | SCHOLARSHIPS AWARDED ARE NETTED AGAINST TUITION REVENUE IN THE AUDITED FINANCIAL STATEMENTS. PARENT TEACHER ORGANIZATION ("PTO") EXPENSES ARE NETTED AGAINST PTO CONTRIBUTION REVENUE IN THE AUDITED FINANCIAL STATEMENTS. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | EACH YEAR, THE INDEPENDENT SCHOOL ASSOCIATION OF ADMISSION DIRECTORS, A LOCAL COALITION OF 16 SCHOOLS, OF WHICH WE BELONG TO, PUBLISHES, ON AN ANNUAL BASIS, OUR NONDISCRIMINATORY POLICY IN ALL ISSUES OF THE DALLAS MORNING NEWS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION SCHOLARSHIPS AND GRANTS | GrantTypeTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR POLLY PETERSON | PersonNm |
| Title | KEY EMPLOYEE - HEAD OF SCH | TitleTxt |
| Base Compensation Filing Org | $179,117 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,117 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION IS REQUIRED TO PROVIDE A THIRTY DAY PERIOD FOR PROPER DUE DILEGENCE AND REVIEW BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH SCHOOL YEAR, DURING THE FIRST BOARD OF TRUSTEE MEETING, THE TRUSTEES ARE HANDED A NEW CONFLICT OF INTEREST POLICY. THE POLICY IS DISCUSSED AND IF ANYONE HAS ANY CONFLICT, THEN IT IS RAISED AT THIS MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD HAS AN ANNUAL VOTE AND ELECTED COMPENSATION COMMITTEE TO DECIDE THE AMOUNTS OF COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY OFFICALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE ORGANIZATION ASKS FOR A PERIOD OF 5 BUSINESS DAYS TO PROPERLY DELIVER THE REQUESTED DOCUMENTS TO THE INTERESTED PARTIES. |
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