Civic Intelligence

National Association of State Directors

EIN 23-7013310 • 501(c)3 • Alexandria, VA

Profile

To promote mutual assistance, cooperation, and the exchange of information and ideas in the administration of public developmental disabilities programs.

PO Box 26128Alexandria, VA 22313

www.nasddds.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.41x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.40x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

32nd percentile

-1.5%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$262,078

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

83rd percentile

24%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

8.5%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,709,870

Up $1,297,794 (+24%) from 2023

Liabilities

Up

$2,732,746

Up $1,105,420 (+68%) from 2023

Net Assets

Up

$3,977,124

Up $192,374 (+5.1%) from 2023

Revenue

Up

$6,856,718

Up $536,775 (+8.5%) from 2023

Expenses

Up

$6,960,935

Up $1,299,918 (+23%) from 2023

Net Income

Down

-$104,217

Down $763,143 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $2,942,430Liabilities 2015: $1,337,163Net Assets 2015: $1,605,2672015Assets 2016: $3,081,195Liabilities 2016: $1,569,907Net Assets 2016: $1,511,2882016Assets 2017: $3,551,166Liabilities 2017: $1,949,396Net Assets 2017: $1,601,7702017Assets 2018: $3,535,801Liabilities 2018: $1,795,350Net Assets 2018: $1,740,4512018Assets 2019: $4,088,705Liabilities 2019: $1,873,614Net Assets 2019: $2,215,0912019Assets 2020: $4,154,305Liabilities 2020: $1,899,233Net Assets 2020: $2,255,0722020Assets 2021: $4,797,469Liabilities 2021: $1,491,859Net Assets 2021: $3,305,6102021Assets 2022: $5,205,230Liabilities 2022: $1,987,776Net Assets 2022: $3,217,4542022Assets 2023: $5,412,076Liabilities 2023: $1,627,326Net Assets 2023: $3,784,7502023Assets 2024: $6,709,870Liabilities 2024: $2,732,746Net Assets 2024: $3,977,1242024

Highlighted filing

2024

Assets$6,709,870
Liabilities$2,732,746
Net Assets$3,977,124

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $4,238,527Expenses 2015: $4,279,446Net Income 2015: -$40,9192015Revenue 2016: $4,623,593Expenses 2016: $4,451,987Net Income 2016: $171,6062016Revenue 2017: $4,399,011Expenses 2017: $4,436,130Net Income 2017: -$37,1192017Revenue 2018: $4,505,027Expenses 2018: $4,526,128Net Income 2018: -$21,1012018Revenue 2019: $5,046,446Expenses 2019: $4,491,847Net Income 2019: $554,5992019Revenue 2020: $4,619,893Expenses 2020: $4,584,275Net Income 2020: $35,6182020Revenue 2021: $4,767,527Expenses 2021: $4,175,341Net Income 2021: $592,1862021Revenue 2022: $4,658,317Expenses 2022: $4,367,599Net Income 2022: $290,7182022Revenue 2023: $6,319,943Expenses 2023: $5,661,017Net Income 2023: $658,9262023Revenue 2024: $6,856,718Expenses 2024: $6,960,935Net Income 2024: -$104,2172024

Highlighted filing

2024

Revenue$6,856,718
Expenses$6,960,935
Net Income-$104,217

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Gross Receipts
$6,881,276
Mission and Program Overview

Mission

To promote mutual assistance, cooperation, and the exchange of information and ideas in the administration of public developmental disabilities programs.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,694,741$3,010,449▲ $315,708
Savings and Temporary Cash Investments$2,166,342$2,345,390▲ $179,048
Accounts Receivable$488,852$746,553▲ $257,701
Prepaid Expenses and Deferred Charges$46,527$40,996▼ $5,531
Land, Buildings, and Equipment, Net$10,831$14,687▲ $3,856
Total Assets$5,412,076$6,709,870▲ $1,297,794
Other Assets Total$4,783$551,795▲ $547,012
Liabilities
Deferred Revenue$690,055$982,705▲ $292,650
Accounts Payable and Accrued Expenses$543,708$965,018▲ $421,310
Other Liabilities$393,563$785,023▲ $391,460
Total Liabilities$1,627,326$2,732,746▲ $1,105,420
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,784,750$3,977,124▲ $192,374
Total Net Assets Fund Balance$3,784,750$3,977,124▲ $192,374
Total Liabilities and Net Assets / Fund Balance$5,412,076$6,709,870▲ $1,297,794

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,687$201,712$216,399
Other Assets Org$544,403--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary P SowersExecutive DirectorFT$242,881$19,197$262,078
Teja StokesDeputy Executive DirectorFT$202,048$45,808$247,856
Laura VegasDirector of QisfFT$163,151$25,397$188,548
Stacy NonemacherDirector of Cross-systems StrategiesFT$147,808$33,358$181,166
Jeanine ZlockieDirector of TaspFT$130,921$40,807$171,728
Daniel BerlandDirector of Federal PolicyFT$151,141$13,362$164,503
Carrie McgrawDirector of CommunicationsFT$145,956$12,913$158,869

Board Members and Trustees

NameTitle
Mary BroganPresident
Jordan ScheffVice President / President-elect
Brad TurnerDirector
Julie Foster-haganDirector
Kristin AhrensDirector
Ron WakefieldDirector
Tony GreenDirector
Valerie HuhnSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Human Services Research InstituteResearch Services2336 MASSACHUSETTS AVE, Cambridge, MA 02140$1,162,633
University Of Massachusetts BostonResearch Services100 MORRISSEY BLVD, Boston, MA 02125$346,202
University Of Missouri-kansas CityResearch Services5100 ROCKHILL RD, Kansas, MO 64110$323,372
Vault ConsultingAccounting Services8401 GREENSBORO DR, Mclean, VA 22102$137,708
NashmpdResearch Services675 NORTH WASHINGTON STREET, Alexandria, VA 22314$105,500
Revenue and Support

Revenue Composition

Contributions and Grants
$985,771
Program Service Revenue
$5,787,740
Investment Income
$77,173
Other Revenue
$6,034
Change in Net Assets
$-104,217

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,834,974
Revenue Not Reported on Financial Statements
$21,744
Revenue Not Reported on Form 990
$296,591
Total Revenue per Audited Statements
$7,131,565
Total Revenue per Form 990
$6,856,718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,571,203
Salaries, Compensation, and Employee Benefits$2,389,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$3,204,739$39,997-$3,244,736
Other Salaries and Wages$1,362,143$66,949-$1,429,092
Travel$642,891$39,670-$682,561
Current Officers, Directors, Trustees, and Key Employees$106,624$426,494-$533,118
Other Employee Benefits$148,873$48,366-$197,239
Fees for Services Accounting$160,537$22,176-$182,713
Payroll Taxes$97,733$47,797-$145,530
Office Expenses$116,976$13,030-$130,006
Conferences and Meetings$108,434$855-$109,289
Pension Plan Contributions$70,218$14,535-$84,753
Occupancy$67,435$10,228-$77,663
Fees for Service Investment Mgmnt Fees-$21,744-$21,744
Information Technology$18,699$2,399-$21,098
Insurance$12,526$2,025-$14,551
Fees for Services Legal$9,438$1,304-$10,742
Depreciation Depletion$8,919$1,252-$10,171
Other Expenses$3,911$2,554-$6,465
All Other Expenses$1,793$248-$2,041
Total Functional Expenses$6,187,024$773,911$0$6,960,935

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,960,935
Expenses per Audited Statements$6,939,191
Total Expenses per Audited Statements$6,939,191
Expenses Not Reported on Financial Statements$21,744
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$588,024
Refundable Advance$196,999
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members who attain such status through payment of an annual membership fee.

Form 990, Part VI, Section A, Line 7A

The members elect the board of directors and officers annually.

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

The form 990 was prepared by independent accountants. The form was reviewed by the executive director and provided to the board of directors before filing.

Form 990, Part VI, Section B, Line 12C

The organization's conflict of interest policy is regularly and consistently monitored through the executive director's supervision of employees. The board of directors are required to review and sign a conflict of interest statement when they are elected, and then again on an annual basis (in november). The signed forms are maintained in the office of the director of administrative services. Any employee or board member with a conflict of interest would recuse themselves for all deliberations.

Form 990, Part VI, Section B, Line 15A

The board reviews all employee salaries and applies a "cost of living" standard to salary adjustments. In 2016, a salary survey was used to negotiate the executive director's salary. The process was deliberated and documented in the board minutes. The last compensation review took place june 2024.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
National Association of State Directors
EIN
23-7013310
Phone
7036834202
Address
PO BOX 26128, ALEXANDRIA, VA 22313

Signing Officer

Name
Mary Sowers
Title
Executive Director
Phone
7036834202
Signed
2025-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Sowers
Formed
1964
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
13
Volunteers
8

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Research contract fees: program service expenses 3,204,739. Management and general expenses 39,997. Fundraising expenses 0. Total expenses 3,244,736.

Raw XML AppendixShowing 400 of 747 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12133421
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT / PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DEPUTY EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF QISF
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF CROSS-SYSTEMS STRATEGIES
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF TASP
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF FEDERAL POLICY
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF COMMUNICATIONS
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/IncludeFIN48FootnoteInd00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt02025
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO PROMOTE MUTUAL ASSISTANCE, COOPERATION, AND THE EXCHANGE OF INFORMATION AND IDEAS IN THE ADMINISTRATION OF PUBLIC DEVELOPMENTAL DISABILITIES PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-946
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0296591
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010228
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IRS990/OccupancyGrp/TotalAmt077663
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013030
IRS990/OfficeExpensesGrp/ProgramServicesAmt0116976
IRS990/OfficeExpensesGrp/TotalAmt0130006
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04783
IRS990/OtherAssetsTotalGrp/EOYAmt0551795
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048366
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0148873
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IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS & PUBS.
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PAYROLL FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2998
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32554
IRS990/OtherExpensesGrp/ProgramServicesAmt026067
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IRS990/OtherExpensesGrp/ProgramServicesAmt27781
IRS990/OtherExpensesGrp/ProgramServicesAmt33911
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IRS990/OtherExpensesGrp/TotalAmt118655
IRS990/OtherExpensesGrp/TotalAmt28779
IRS990/OtherExpensesGrp/TotalAmt36465
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/ProgramServiceRevenueGrp/Desc0NTL. CORE LEADERSHIP
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IRS990/ProgramServiceRevenueGrp/Desc3CONTRACT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4REGISTRATION FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11151172
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21137271
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3736129
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4705078
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11151172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21137271
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3736129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4705078
IRS990/ProgSrvcAccomActy2Grp/Desc0NATIONAL CORE INDICATORS PROJECT: A MULTI-STATE INITIATIVE AIMED AT DEVELOPING NATIONALLY-RECOGNIZED PERFORMANCE AND OUTCOME MEASURES THAT ENABLE A STATE'S DEVELOPMENTAL DISABILITY SERVICES AUTHORITY TO: A)BENCHMARK THE PERFORMANCE OF ITS SERVICE SYSTEM AGAINST PERFORMANCE LEVELS ACHIEVED ELSEWHERE; AND ALSO B) TRACK THE PROGRESS OF ITS OWN SERVICE SYSTEM OVER TIME.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01388931
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01462741
IRS990/ProgSrvcAccomActy3Grp/Desc0STATE EMPLOYMENT LEADERSHIP NETWORK: A MULTI-STATE INITIATIVE AIMED AT BRINGING STATES TOGETHER TO IMPROVE EMPLOYMENT OUTCOMES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01003043
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01137271
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CULTURE OF QUALITY
IRS990/ProgSrvcAccomActyOtherGrp/Desc1PROGRAM ADMIN
IRS990/ProgSrvcAccomActyOtherGrp/Desc2COP: THE SUPPORTING FAMILIES COMMUNITY OF PRACTICE (COP) IS A STATE ELECTED PARTICIPATION PROGRAM THAT WORKS WITH STATE I/DD OPERATING AGENCIES AND STATE COUNCILS ON DEVELOPMENTAL DISABILITIES TO DEVELOP POLICIES AND PRACTICES THAT SUPPORT FAMILIES OF PEOPLE WITH I/DD SO THAT THEIR FAMILY MEMBER CAN BE FULLY ENGAGED IN THEIR LOCAL COMMUNITIES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3PUBLIC PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/Desc4CBI
IRS990/ProgSrvcAccomActyOtherGrp/Desc5OTHER PROGRAM
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1322420
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2403664
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt5422895
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt046000
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt275000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt3753058
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0362372
IRS990/PYOtherExpensesAmt03463826

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