Civic Intelligence

School Cafeteria Employees Unite Here Local 634 Health & Welfare Trust Fund

990 • Fiscal year 2017 • EIN 23-2788903

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 17, 2018

Organization Profilen/a
400 FRANKLIN AVENUE No 135Phoenixville, PA 19460

(215) 483-6000

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.12x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-826%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$25,337

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

5th percentile

-48%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

46%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$2,370,832

Down $2,199,412 (-48%) from 2016

Net Assets

Down

$2,341,402

Down $2,208,256 (-49%) from 2016

Liabilities

Up

$29,430

Up $8,844 (+43%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin1st percentile

Revenue

Up

$251,878

Up $79,096 (+46%) from 2016

Expenses

Up

$2,331,949

Up $312,821 (+15%) from 2016

Net Income

Down

-$2,080,071

Down $233,725 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,156,853Liabilities 2011: $14,709Net Assets 2011: $6,142,1442011Assets 2012: $6,486,801Liabilities 2012: $11,634Net Assets 2012: $6,475,1672012Assets 2013: $6,654,876Liabilities 2013: $5,155Net Assets 2013: $6,649,7212013Assets 2014: $6,815,326Liabilities 2014: $10,540Net Assets 2014: $6,804,7862014Assets 2015: $6,387,355Liabilities 2015: $22,615Net Assets 2015: $6,364,7402015Assets 2016: $4,570,244Liabilities 2016: $20,586Net Assets 2016: $4,549,6582016Assets 2017: $2,370,832Liabilities 2017: $29,430Net Assets 2017: $2,341,4022017Assets 2018: $2,191,698Liabilities 2018: $25,972Net Assets 2018: $2,165,7262018Assets 2019: $2,060,162Liabilities 2019: $21,624Net Assets 2019: $2,038,5382019Assets 2020: $2,006,619Liabilities 2020: $15,535Net Assets 2020: $1,991,0842020Assets 2021: $1,709,291Liabilities 2021: $13,449Net Assets 2021: $1,695,8422021Assets 2022: $1,470,668Liabilities 2022: $90,991Net Assets 2022: $1,379,6772022Assets 2023: $1,275,809Liabilities 2023: $19,485Net Assets 2023: $1,256,3242023Assets 2024: $1,806,056Liabilities 2024: $29,090Net Assets 2024: $1,776,9662024Assets 2025: $2,433,984Liabilities 2025: $14,229Net Assets 2025: $2,419,7552025

Highlighted filing

2017

Assets$2,370,832
Liabilities$29,430
Net Assets$2,341,402
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $1,480,5492011Expenses 2012: $1,524,7922012Expenses 2013: $1,622,5692013Revenue 2014: $1,679,313Expenses 2014: $1,646,699Net Income 2014: $32,6142014Revenue 2015: $1,499,399Expenses 2015: $1,804,523Net Income 2015: -$305,1242015Revenue 2016: $172,782Expenses 2016: $2,019,128Net Income 2016: -$1,846,3462016Revenue 2017: $251,878Expenses 2017: $2,331,949Net Income 2017: -$2,080,0712017Revenue 2018: $1,873,046Expenses 2018: $2,069,689Net Income 2018: -$196,6432018Revenue 2019: $1,811,251Expenses 2019: $1,924,842Net Income 2019: -$113,5912019Revenue 2020: $1,929,321Expenses 2020: $1,976,389Net Income 2020: -$47,0682020Revenue 2021: $2,009,401Expenses 2021: $2,347,065Net Income 2021: -$337,6642021Revenue 2022: $1,734,197Expenses 2022: $1,919,464Net Income 2022: -$185,2672022Revenue 2023: $2,241,576Expenses 2023: $2,362,808Net Income 2023: -$121,2322023Revenue 2024: $3,106,045Expenses 2024: $2,641,342Net Income 2024: $464,7032024Revenue 2025: $3,181,536Expenses 2025: $2,614,342Net Income 2025: $567,1942025

Highlighted filing

2017

Revenue$251,878
Expenses$2,331,949
Net Income-$2,080,071
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 17, 2018
Return Version
2016v3.0
Gross Receipts
$2,427,019
Mission and Program Overview

Mission

The plan provides health benefits to eligible members of school cafeteria employees unite here local no. 634 (the local), which represents members employed by the philadelphia area school district.

The Plan provides health benefits to eligible members of the School Cafeteria Employees UNITE HERE Local No. 634 (the Local) which represents members employed by the Philadelphia area school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,549,658$2,341,402▼ $2,208,256
Investments in Publicly Traded Securities$4,245,811$1,979,530▼ $2,266,281
Savings and Temporary Cash Investments$303,626$377,701▲ $74,075
Prepaid Expenses and Deferred Charges$5,482$7,166▲ $1,684
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,570,244$2,370,832▼ $2,199,412
Other Assets Total$15,325$6,435▼ $8,890
Liabilities
Accounts Payable and Accrued Expenses$20,586$29,430▲ $8,844
Total Liabilities$20,586$29,430▲ $8,844
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,549,658$2,341,402▼ $2,208,256
Total Liabilities and Net Assets / Fund Balance$4,570,244$2,370,832▼ $2,199,412
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleOtherTotal
Nicole HuntUnion Trustee$25,337$25,337

Board Members and Trustees

NameTitle
Susan C Gilbertmanagement TRUSTEE
wayne t graselamanagement TRUSTEE
MICHaeL ROYALUnion Trustee
Warren HeymanUnion Trustee
Michael MullinsUnion Trustee (p)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,541
Investment Income
$240,087
Other Revenue
$250
Change in Net Assets
$-2,080,071

Audited Revenue Reconciliation

Revenue per Audited Statements
$237,351
Revenue Not Reported on Financial Statements
$14,527
Revenue Not Reported on Form 990
$-128,185
Total Revenue per Audited Statements
$109,166
Total Revenue per Form 990
$251,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,801
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,051,148
Fees for Services Other---$148,841
Fees for Services Legal---$21,305
Fees for Services Accounting---$20,014
Fees for Service Investment Mgmnt Fees---$14,527
Office Expenses---$9,876
Other Expenses---$5,879
Insurance---$4,776
Total Functional Expenses$0$0$0$2,331,949

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,331,949
Expenses per Audited Statements$2,317,422
Total Expenses per Audited Statements$2,317,422
Expenses Not Reported on Financial Statements$14,527
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HEALTH & WELFARE TRUST FUND's FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE FORM IS FORWARDED TO THE FUND ADMINISTRATOR FOR REVIEW AND IS THEN PRESENTED TO THE TRUSTEES FOR REVEIW AND SIGNATURE.”

Form 990, Part VI, Section C, line 19

“School cafeteria employees unite here local 634 health & welfare trust fund's makes its governing documents and financial statements available to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“SUSAN C. GILBERT - 440 NORTH BROAD STREET, SUITE 202, PHILADELPHIA, PA 19130. wayne t. grasela - 440 NORTH BROAD STREET, SUITE 202, pHILADELPHIA, PA 19103. NICOLE HUNT - 1415 N. Broad St. suite 219, pHILADELPHIA, PA 19122. Michael Mullins - 1415 N. Broad St. suite 219, pHILADELPHIA, PA 19122. WARREN HEYMAN - 1415 N. Broad St. suite 219, pHILADELPHIA, PA 19122. MICHaeL ROYAL - 1415 N. Broad St. suite 219, PHILADELPHIA, PA 19122.”

Filing and Contact Details

Filer

Filer Name
School Cafeteria Employees Unite Here
EIN
23-2788903
Phone
2154836000
Address
400 FRANKLIN AVENUE No 135, PHOENIXVILLE, PA 19460

Signing Officer

Name
Susan Gilbert
Title
management trustee
Phone
2154836000
Signed
2018-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan gilbert
Formed
1970
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The trustees are responsible for the oversight of the audit of the financial statments and selection of the independent accountant.”

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U. S; Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the Plan.”

Raw XML Appendix378 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
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U. S; Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the Plan.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HEALTH & WELFARE TRUST FUND's FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE FORM IS FORWARDED TO THE FUND ADMINISTRATOR FOR REVIEW AND IS THEN PRESENTED TO THE TRUSTEES FOR REVEIW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HEALTH & WELFARE TRUST FUND'S MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUSAN C. GILBERT - 440 NORTH BROAD STREET, SUITE 202, PHILADELPHIA, PA 19130. wayne t. grasela - 440 NORTH BROAD STREET, SUITE 202, pHILADELPHIA, PA 19103. NICOLE HUNT - 1415 N. Broad St. suite 219, pHILADELPHIA, PA 19122. Michael Mullins - 1415 N. Broad St. suite 219, pHILADELPHIA, PA 19122. WARREN HEYMAN - 1415 N. Broad St. suite 219, pHILADELPHIA, PA 19122. MICHaeL ROYAL - 1415 N. Broad St. suite 219, PHILADELPHIA, PA 19122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CAFETERIA WORKERS UNITE HERE LOCAL 634 SCHOLARSHIP TRUST FUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOLARSHIP FUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2legal fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3labor union
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31415 n broad st suite 219
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3PHILA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt040400
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0fmv
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SCHOOL cafeteria employees unite here local 634
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IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Gilbert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0management trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02154836000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHOOL CAFETERIA EMPLOYEES UNITE HERE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 634 HEALTH & WELFARE TRUST FUND
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ReturnHeader/Filer/EIN0232788903
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ReturnHeader/Filer/USAddress/AddressLine1Txt0400 FRANKLIN AVENUE No 135
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ReturnHeader/FilingSecurityInformation/IPTm007:17:05
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis Verzella CPA
ReturnHeader/ReturnTs02018-02-17T07:18:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,370,832
Liabilities
$29,430
Net assets
$2,341,402
Revenue
$251,878
Expenses
$2,331,949
Net income
-$2,080,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.42$3.18$2.61$0.57
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.03$1.78$3.11$2.64$0.46
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$2.24$2.36$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.09$1.38$1.73$1.92$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.01$1.70$2.01$2.35$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.02$1.99$1.93$1.98$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.06$0.02$2.04$1.81$1.92$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.03$2.17$1.87$2.07$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.03$2.34$0.25$2.33$2.08
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.02$4.55$0.17$2.02$1.85
2015Detailed filing. Detailed filing data is available for this year.$6.39$0.02$6.36$1.50$1.80$0.31
2014Detailed filing. Detailed filing data is available for this year.$6.82$0.01$6.80$1.68$1.65$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.65$0.01$6.65$1.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.01$6.48$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.01$6.14$1.48
Peer Organizations

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