Civic Intelligence

Alcoholics Anonymous World Services Inc

EIN 13-1679617 • 501(c)3 • New York, NY

Profile

Dissemination of literature and related items directed towards alcoholics following the a a recovery program.

Refreshing map…

475 Riverside DriveNew York, NY 10115

aa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.55x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.54x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

52nd percentile

5.4%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$365,528

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

91st percentile

41%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-1.0%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$14,510,224

Up $4,244,317 (+41%) from 2023

Liabilities

Up

$7,996,271

Up $3,449,207 (+76%) from 2023

Net Assets

Up

$6,513,953

Up $795,110 (+14%) from 2023

Revenue

Down

$14,786,906

Down $149,275 (-1.0%) from 2023

Expenses

Down

$13,991,796

Down $865,673 (-5.8%) from 2023

Net Income

Up

$795,110

Up $716,398 (+910%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $4,928,122Liabilities 2011: $457,471Net Assets 2011: $4,470,6512011Assets 2012: $3,972,821Liabilities 2012: $357,919Net Assets 2012: $3,614,9022012Assets 2013: $4,293,874Liabilities 2013: $697,588Net Assets 2013: $3,596,2862013Assets 2014: $5,583,317Liabilities 2014: $742,401Net Assets 2014: $4,840,9162014Assets 2015: $4,206,654Liabilities 2015: $884,085Net Assets 2015: $3,322,5692015Assets 2016: $5,336,833Liabilities 2016: $896,297Net Assets 2016: $4,440,5362016Assets 2017: $5,901,927Liabilities 2017: $1,252,202Net Assets 2017: $4,649,7252017Assets 2018: $7,592,140Liabilities 2018: $1,010,304Net Assets 2018: $6,581,8362018Assets 2019: $10,233,945Liabilities 2019: $1,090,152Net Assets 2019: $9,143,7932019Assets 2020: $9,943,907Liabilities 2020: $1,354,424Net Assets 2020: $8,589,4832020Assets 2021: $9,187,849Liabilities 2021: $1,641,829Net Assets 2021: $7,546,0202021Assets 2022: $10,765,004Liabilities 2022: $5,124,873Net Assets 2022: $5,640,1312022Assets 2023: $10,265,907Liabilities 2023: $4,547,064Net Assets 2023: $5,718,8432023Assets 2024: $14,510,224Liabilities 2024: $7,996,271Net Assets 2024: $6,513,9532024

Highlighted filing

2024

Assets$14,510,224
Liabilities$7,996,271
Net Assets$6,513,953

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,566,932Expenses 2011: $11,318,708Net Income 2011: -$1,751,7762011Revenue 2012: $9,419,084Expenses 2012: $10,274,833Net Income 2012: -$855,7492012Revenue 2013: $9,642,868Expenses 2013: $9,661,484Net Income 2013: -$18,6162013Revenue 2014: $11,982,807Expenses 2014: $10,738,177Net Income 2014: $1,244,6302014Revenue 2015: $9,751,910Expenses 2015: $11,270,257Net Income 2015: -$1,518,3472015Revenue 2016: $10,549,708Expenses 2016: $9,431,741Net Income 2016: $1,117,9672016Revenue 2017: $11,066,071Expenses 2017: $10,856,882Net Income 2017: $209,1892017Revenue 2018: $11,220,678Expenses 2018: $9,168,282Net Income 2018: $2,052,3962018Revenue 2019: $11,331,523Expenses 2019: $8,769,566Net Income 2019: $2,561,9572019Revenue 2020: $9,098,279Expenses 2020: $9,652,589Net Income 2020: -$554,3102020Revenue 2021: $12,110,846Expenses 2021: $13,154,309Net Income 2021: -$1,043,4632021Revenue 2022: $12,278,134Expenses 2022: $14,184,023Net Income 2022: -$1,905,8892022Revenue 2023: $14,936,181Expenses 2023: $14,857,469Net Income 2023: $78,7122023Revenue 2024: $14,786,906Expenses 2024: $13,991,796Net Income 2024: $795,1102024

Highlighted filing

2024

Revenue$14,786,906
Expenses$13,991,796
Net Income$795,110

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$8.00$6.51$14.8$14.0$0.80
2023Detailed filing. Detailed filing data is available for this year.$10.3$4.55$5.72$14.9$14.9$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$5.12$5.64$12.3$14.2$1.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$1.64$7.55$12.1$13.2$1.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.94$1.35$8.59$9.10$9.65$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$1.09$9.14$11.3$8.77$2.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$1.01$6.58$11.2$9.17$2.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$1.25$4.65$11.1$10.9$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.90$4.44$10.5$9.43$1.12
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.21$0.88$3.32$9.75$11.3$1.52
2014Detailed filing. Detailed filing data is available for this year.$5.58$0.74$4.84$12.0$10.7$1.24
2013Detailed filing. Detailed filing data is available for this year.$4.29$0.70$3.60$9.64$9.66$0.02
2012Summary only. Only limited summary data is available for this year.$3.97$0.36$3.61$9.42$10.3$0.86
2011Summary only. Only limited summary data is available for this year.$4.93$0.46$4.47$9.57$11.3$1.75
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$14,936,181
Mission and Program Overview

Mission

Dissemination of literature and related items directed towards alcoholics following the a.a. Recovery program.

Alcoholics anonymous world services ("a.a.w.s.") publishes literature and related materials for the purpose of recovery from alcoholism. (continued on schedule o)

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$3,976,263$3,777,797▼ $198,466
Accounts Receivable$643,259$802,647▲ $159,388
Prepaid Expenses and Deferred Charges$354,816$364,483▲ $9,667
Land, Buildings, and Equipment, Net$528,339$310,759▼ $217,580
Cash and Non-Interest-Bearing Accounts$254,214$61,425▼ $192,789
Savings and Temporary Cash Investments$10,413$647▼ $9,766
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$10,765,004$10,265,907▼ $499,097
Other Assets Total$4,997,700$4,948,149▼ $49,551
Liabilities
Accounts Payable and Accrued Expenses$2,200,904$2,452,907▲ $252,003
Other Liabilities$2,812,461$1,886,482▼ $925,979
Deferred Revenue$111,508$207,675▲ $96,167
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,124,873$4,547,064▼ $577,809
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,640,131$5,718,843▲ $78,712
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,640,131$5,718,843▲ $78,712
Total Liabilities and Net Assets / Fund Balance$10,765,004$10,265,907▼ $499,097

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$294,147$196,098$490,245
Leasehold Improvements$16,612$54,767$71,379
Other Assets Org$1,886,482--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert WilcoxPresident & General ManagerPT$305,024$60,504$365,528
Sandra WilsonStaff Services DirectorPT$185,801$95,122$280,923
David RosenPublishing DirectorFT$232,173$39,936$272,109
Paul KonigsteinChief Financial OfficerPT$205,495$45,073$250,568
Lorna GrahamTechnology Services DirectorPT$186,313$29,512$215,825
Clorinda ValentiCommunication Services DirectorFT$181,275$24,396$205,671
Malini SinghDirector of OperationsPT$162,449$38,313$200,762
Zenaida MedinaControllerPT$151,348$43,218$194,566
Dina FriedelDIRECTOR of human resourcesPT$170,002$21,058$191,060
Ames SweetExecutive EditorPT$153,090$29,474$182,564
Rachel JosephVICE PRESIDENT (as of 10/23)PT$136,024$25,089$161,113
Jeffrey WineVice President (thru 10/23)PT$101,389$6,589$107,978
Pamela PoremskiSECRETARY (as of 5/23)PT$91,258$367$91,625
CHARLOTTE D'AUGUSTINESecretary (thru 4/23)PT$29,167$3,394$32,561

Board Members and Trustees

NameTitle
Cathi ClarkChair, (treasurer Thru 4/23)
Carolyn WalshTreas., (vice Chair Thru 4/23)
Deborah KoltaiVice Chair, (chair Thru 4/23)
Clinton MackenzieDirector
John WeisDirector
Vera FarrellDirector
Reilly KallesDirector (as of 5/23)
Irma Van De Bon-nicolDirector (thru 4/23)

Highest Paid Contractors

ContractorServicesLocationCompensation
Rsm US LLPTech/consulting4650 EAST 53RD STREET, Davenport, IA 52807$265,112
Cbiz MhmAssurance & Tax685 THIRD AVENUE, New York, NY 10017$161,500
Wadley Donovan Gutshaw Consulting LConsulting991 US 22 WEST SUITE 201, Bridgewater, NJ 08807$160,000
Your Part-time ControllerAccounting1500 WALNUT STREET SUITE 1200, Philadelphia, PA 19102$144,756
Welman DigitalTech/consulting40 ASHLEY ROAD, Hastingsonhudson, NY 10706$132,850
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,935,497
Investment Income
$684
Other Revenue
$0
Change in Net Assets
$78,712

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,935,805
Revenue Not Reported on Financial Statements
$376
Revenue Not Reported on Form 990
$-8,180,686
Total Revenue per Audited Statements
$6,755,119
Total Revenue per Form 990
$14,936,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,499,671
Salaries, Compensation, and Employee Benefits$4,357,798
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,100,885$816,940-$1,917,825
Current Officers, Directors, Trustees, and Key Employees$509,421$1,188,648-$1,698,069
Fees for Services Other$159,951$338,681-$498,632
Occupancy$192,922$269,439-$462,361
Other Employee Benefits$256,502$201,627-$458,129
Depreciation Depletion$186,056$207,839-$393,895
Information Technology$143,458$218,825-$362,283
Payroll Taxes$130,062$140,711-$270,773
Office Expenses$65,647$144,164-$209,811
Fees for Services Accounting-$137,708-$137,708
Fees for Services Legal-$85,587-$85,587
Travel$880$75,274-$76,154
Other Expenses$453,695$44,749-$44,749
Insurance-$33,715-$33,715
Pension Plan Contributions$13,002--$13,002
All Other Expenses$31$12,950-$12,981
Conferences and Meetings$8$725-$733
Fees for Service Investment Mgmnt Fees-$376-$376
Total Functional Expenses$10,939,511$3,917,958$0$14,857,469

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,857,469
Expenses Not Reported on Financial Statements$8,181,062
Other Expense Adjustments$8,180,686
Expenses per Audited Statements$6,676,407
Total Expenses per Audited Statements$6,676,407
International Activity

International Summary

Offices
0
Employees
0
Spending
$618,219

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesSales of Publications00$618,219
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$1,886,482
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 6:

The trustees of the general service board of alcoholics anonymous inc., a related 501(c)(3) organization, are the members of alcoholics anonymous world services, inc. ("a.a.w.s.").

FORM 990, PART VI, SECTION A, LINE 7A:

The trustees of the general service board of alcoholics anonymous inc., a related 501(c)(3) organization, are the members of a.a.w.s. And, as such, elect the a.a.w.s. Board of directors.

FORM 990, PART VI, SECTION B, LINE 11B:

Form 990 was prepared by a nationally recognized accounting firm in conjunction with the organization's financial department. Draft form 990 was reviewed by the organization's chief financial officer and general manager for accuracy and completeness. In addition, the draft is then reviewed by the organization's internal audit committee and finance committee. After committee review, the draft is forwarded to the a.a.w.s. Board of directors for review and comment before filing with the internal revenue service.

FORM 990, PART VI, SECTION B, LINE 12C:

Conflict of interest forms are signed by prospective a.a.w.s. Members, directors, officers, and key employees as they are appointed. All members, directors, officers, and key employees sign conflict of interest forms at the annual meeting which is held by management.

FORM 990, PART VI, SECTION B, LINE 15A:

The salary of the general manager is reviewed annually by the a.a.w.s. Board, who contract the services of an outside compensation consultant. The outside compensation consultant compares the general manager's salary to the salaries of ceo's/executive directors in appropriate organizations and recommends an appropriate range for the increase. For the general manager's salary, the recommended range of increase is reviewed, discussed and approved during the executive session of the board. Board members then meet with the general manager, review his/her performance and determine his/her increase. Any increase is then communicated in writing to the chief financial officer for implementation.

FORM 990, PART VI, SECTION B, LINE 15B:

Performance of senior management is reviewed annually by the general manager, in collaboration with the director of human resources, who approves salary increases. Commensurate with individual performance a.a.w.s. Has in place a compensation policy with parameters and procedures that are followed to provide a framework for the setting of employees' salaries with reference to both organizational placement of individual jobs and employees performance. An outside compensation consultant performs analysis of the job descriptions of managers and provides benchmarking data based on similar roles in the nyc non-profit sector every three years or as needed. A.a.w.s. May adjust internal salary ranges annually based on the current labor market. Additional oversight is provided by the general service board trustees compensation committee which requests a formal report from the director of human resources, who may confer with the compensation consultant which includes a review and documentation of executive compensation, the organization's policy and philosophy, and comments on the overall compensation structure.

FORM 990, PART VI, SECTION C, LINE 19:

The organization's governing documents, financial statements and the conflict of interest policy are available to the public upon request.

FORM 990, PART VII, SECTION A, COLUMN (B):

Although all compensation is paid by a.a.w.s., compensated employees and officers spend a portion of their time on tasks for a related 501(c)(3) organization. Hours are allocated accordingly.

Filing and Contact Details

Filer

Filer Name
Alcoholics Anonymous World Services Inc
EIN
13-1679617
In Care Of
% PAUL KONIGSTEIN CFO
Phone
2128703400
Address
475 RIVERSIDE DRIVE, NEW YORK, NY 10115

Signing Officer

Name
Paul Konigstein
Title
CFO
Phone
2128703400
Signed
2024-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Wilcox
Formed
1962
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
103
Volunteers
8

Preparer

Firm
Bdo USA
Address
200 PARK AVENUE 38TH FLOOR, NEW YORK, NY 10166
Preparer
Paul Hammerschmidt
Phone
2128858000
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1 CONTINUATION:

In addition, net proceeds of such literature are provided to the general service board of alcoholics anonymous inc. To support service activity.

Financial Statement Notes

PART X, LINE 2:

Under ASC 740, an organization must recognize the financial statement effects of a tax position taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination by a taxing authority. A.A.W.S. does not believe that it has taken any material uncertain tax positions and, accordingly, it has not recorded any liability for unrecognized tax benefits. A.A.W.S. has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, A.A.W.S. has filed IRS Form 990 information returns, as required, and all other applicable returns in jurisdictions where so required. For the year ended December 31, 2023, there were no income tax-related interest or penalties recorded or included in the statement of activities.

PART XI, LINE 2D:

Discounts.............................. $ (453,695) cost of printing....................... $ (4,591,074) direct shipping and warehouse.......... $ (3,135,917) total.................................. $ (8,180,686)

PART XII, LINE 4B:

Discounts.............................. $ 453,695 cost of printing....................... $ 4,591,074 direct shipping and warehouse.......... $ 3,135,917 total.................................. $ 8,180,686

Raw XML AppendixShowing 400 of 938 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
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IRS990/AccountsReceivableGrp/EOYAmt0802647
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ALCOHOLICS ANONYMOUS WORLD SERVICES ("A.A.W.S.") PUBLISHES LITERATURE AND RELATED MATERIALS FOR THE PURPOSE OF RECOVERY FROM ALCOHOLISM. (CONTINUED ON SCHEDULE O)
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IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PAUL KONIGSTEIN CFO
IRS990/BooksInCareOfDetail/PhoneNum02128702130
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0475 RIVERSIDE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt06
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01188648
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01698069
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IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ContractorCompensationGrp/CompensationAmt4132850
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1685 THIRD AVENUE
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt440 ASHLEY ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DAVENPORT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BRIDGEWATER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PHILADELPHIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4HASTINGSONHUDSON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IA
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd052807
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IRS990/ContractorCompensationGrp/ContractorName/PersonNm0RSM US LLP
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1CBIZ MHM
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2WADLEY DONOVAN GUTSHAW CONSULTING L
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3YOUR PART-TIME CONTROLLER
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4WELMAN DIGITAL
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