Civic Intelligence

Southwest Research and Information Center

990 • Fiscal year 2022 • EIN 23-7159949

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

PO Box 4524Albuquerque, NM 87196-4524

(505) 262-1862

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$4,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,937,770

Up $323,991 (+20%) from 2021

Net Assets

Up

$1,871,242

Up $328,921 (+21%) from 2021

Liabilities

Down

$66,528

Down $4,930 (-6.9%) from 2021

Revenue

Up

$1,552,782

Up $162,869 (+12%) from 2021

Expenses

Down

$1,183,726

Down $45,641 (-3.7%) from 2021

Net Income

Up

$369,056

Up $208,510 (+130%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2019: $1,462,513Liabilities 2019: $161,223Net Assets 2019: $1,301,2902019Assets 2020: $1,529,859Liabilities 2020: $155,368Net Assets 2020: $1,374,4912020Assets 2021: $1,613,779Liabilities 2021: $71,458Net Assets 2021: $1,542,3212021Assets 2022: $1,937,770Liabilities 2022: $66,528Net Assets 2022: $1,871,2422022Assets 2023: $2,208,179Liabilities 2023: $135,232Net Assets 2023: $2,072,9472023Assets 2024: $2,346,042Liabilities 2024: $126,292Net Assets 2024: $2,219,7502024

Highlighted filing

2022

Assets$1,937,770
Liabilities$66,528
Net Assets$1,871,242

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2019: $1,704,725Expenses 2019: $1,679,859Net Income 2019: $24,8662019Revenue 2020: $1,681,522Expenses 2020: $1,609,228Net Income 2020: $72,2942020Revenue 2021: $1,389,913Expenses 2021: $1,229,367Net Income 2021: $160,5462021Revenue 2022: $1,552,782Expenses 2022: $1,183,726Net Income 2022: $369,0562022Revenue 2023: $1,793,897Expenses 2023: $1,604,540Net Income 2023: $189,3572023Revenue 2024: $1,934,442Expenses 2024: $1,809,547Net Income 2024: $124,8952024

Highlighted filing

2022

Revenue$1,552,782
Expenses$1,183,726
Net Income$369,056
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$1,558,597
Mission and Program Overview

Mission

Southwest research and information center is a multi-cultural organization working to promote the health of people and communities, protect natural resources, ensure citizen participation, and secure environmental and social justice now and for future generations.

Sric provides technical assistance to communities on energy and natural resources, uranium impact assessment, and nuclear safety and environmental education and information to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$525,073$1,130,108▲ $605,035
Investments in Publicly Traded Securities$312,515$272,381▼ $40,134
Cash and Non-Interest-Bearing Accounts$310,476$205,562▼ $104,914
Pledges and Grants Receivable$333,685$165,933▼ $167,752
Land, Buildings, and Equipment, Net$128,929$126,297▼ $2,632
Accounts Receivable-$34,076-
Prepaid Expenses and Deferred Charges$3,101$3,413▲ $312
Total Assets$1,613,779$1,937,770▲ $323,991
Liabilities
Accounts Payable and Accrued Expenses$71,458$66,528▼ $4,930
Total Liabilities$71,458$66,528▼ $4,930
Net Assets / Fund Balance
Net Assets With Donor Restrictions$734,017$990,986▲ $256,969
Net Assets Without Donor Restrictions$808,304$880,256▲ $71,952
Total Net Assets Fund Balance$1,542,321$1,871,242▲ $328,921
Total Liabilities and Net Assets / Fund Balance$1,613,779$1,937,770▲ $323,991

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,509$89,616$106,125
Equipment$5,188$97,730$102,918
Land$92,221-$36,375
Other Land Buildings$12,379-$12,379
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Don HancockAdministratoFT$4,000$4,000

Board Members and Trustees

NameTitle
Manny PinoPresident
Esther Yazzie-lewisDirector
Julie StephensDirector
Steve KanigDirector
Maria GoldsteinSecretary
Judith EspinosaTreasurer
Damien MilazzoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,537,920
Program Service Revenue
$0
Investment Income
$8,915
Other Revenue
$5,947
All Other Contributions
$1,115,712
Change in Net Assets
$369,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,552,782
Revenue Not Reported on Form 990
$-34,320
Total Revenue per Audited Statements
$1,518,462
Total Revenue per Form 990
$1,552,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$817,416
Salaries, Compensation, and Employee Benefits$338,848
Grants and Similar Amounts Paid$27,462
Total Fundraising Expense$1,033
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$317,027--$317,027
Other Salaries and Wages$271,235$21,044-$292,279
Fees for Services Legal$166,986--$166,986
Office Expenses$60,041$7,037-$67,078
Travel$62,648--$62,648
Occupancy$34,621$2,108-$36,729
Insurance$15,727$13,616-$29,343
Grants to Domestic Individuals$27,462--$27,462
Pension Plan Contributions$20,000$4,000-$24,000
Payroll Taxes$20,896$1,673-$22,569
Fees for Services Accounting-$12,000-$12,000
Depreciation Depletion-$4,971-$4,971
Other Expenses$27,494$1,157$1,033$1,033
Advertising$984--$984
All Other Expenses-$624-$624
Total Functional Expenses$1,108,262$74,431$1,033$1,183,726

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,189,541
Expenses per Audited Statements$1,183,726
Total Expenses per Form 990$1,183,726
Expenses Not Reported on Form 990$5,815
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,417
Fundraising Direct Expenses$5,815
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Page 6, Part VI, Line 11B

All board members receive a copy of form 990 before filing. A board member, on behalf of the board, reviews form 990 before filing.

Form 990, Page 6, Part VI, Line 12C

Each year, directors and officers must disclose in writing any conflicts of interest and sign a statement affirming that they have read and understand the conflict of interest policy. In addition, directors and officers must disclose in writing any conflicts that arise during the year. Directors or officers who have a conflict of interest do not participate in the deliberation of the matter.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Southwest Research & Information
EIN
23-7159949
Phone
5052621862
Address
PO BOX 4524, ALBUQUERQUE, NM 87196-4524

Signing Officer

Name
Don Hancock
Title
Administrator
Phone
5052621862
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Hancock
Formed
1971
Legal Domicile
Nm
Voting Board Members
7
Independent Board Members
7
Employees
8
Volunteers
20

Preparer

Firm
Michael L Moore CPA LLC
Address
PO BOX 67731, ALBUQUERQUE, NM 87193-7731
Preparer
Michael L Moore
Phone
5053229090
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Southwest research and information center is a multi-cultural organization working to promote the health of people and communities, protect natural resources, ensure citizen participation, and secure environmental and social justice now and for future generations.

Form 990, Page 2, Part III, Line 4B

The nuclear waste program provides technical assistance to community groups and information to the publice and policymakers regarding nuclear weapons production facilities in new mexico, and nuclear waste facilities, especially wipp in new mexico and sites that ship to wipp. The website http://www.sric.org/nuclear/index.php provides extensive information. The nuclear watch of new mexico project through comprehensive research, public education and effective citizen action promotes safety and environmental protection; diversification away from nuclear weapons programs; greater accountability and cleanup in the nationwide nuclear weapons complex; and consistent u.s. Leadership toward a world free of nuclear weapons. The website, www.nukewatch.org,provides extensive information about nuclear issues.

Form 990, Page 2, Part III, Line 4C

The new mexico community aids partnership (nmcap) works to assure that the diverse populations of new mexico receive high quality, culturally appropriate hiv prevention, education and care. The project focuses on innovative and collaborative programs, targeting otherwise underserved and vulnerable populations. Nmcap provides hiv prevention services to more than 3,000 clients, plus thousands more receive nutritional. Support and education through food pantries. Another 3,000 hiv clients receive testing and counseling support. Trans youth support benefits transgender and gender nonconforming youth and their families and training and support for adults who work with youth populations,including mental and behavioral health referrals. The website,http://www.nmaidspartnership.org provides further information.

Form 990, Page 2, Part III, Line 4D

OTHER

Form 990, Part IX, Line 11G

OTHER FEES 317,027 0 0

Form 990, Part XI, Line 9

Other cost included in revenue 5,815 other costs included in revenue -5,815

Financial Statement Notes

Schedule D, Page 3, Part X

Sric has adopted the provisions of asc 740-140, accounting for uncertainty in income taxes. Sric recognizes the tax (benefit) expense from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. Any such tax (benefit) expense is measure based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Sric had no unrecognized tax benefits at december 31, 2022 and 2021. Sric files an exempt organization return with the internal revenue service (irs). It is not a "private foundation" for tax purposes.

Schedule D, Page 4, Part XI, Line 2D

Other cost included in revenue 5,815

Schedule D, Page 4, Part XII, Line 2D

Other costs included in revenue 5,815

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE NUCLEAR WASTE PROGRAM PROVIDES TECHNICAL ASSISTANCE TO COMMUNITY GROUPS AND INFORMATION TO THE PUBLICE AND POLICYMAKERS REGARDING NUCLEAR WEAPONS PRODUCTION FACILITIES IN NEW MEXICO, AND NUCLEAR WASTE FACILITIES, ESPECIALLY WIPP IN NEW MEXICO AND SITES THAT SHIP TO WIPP. THE WEBSITE HTTP://WWW.SRIC.ORG/NUCLEAR/INDEX.PHP PROVIDES EXTENSIVE INFORMATION. THE NUCLEAR WATCH OF NEW MEXICO PROJECT THROUGH COMPREHENSIVE RESEARCH, PUBLIC EDUCATION AND EFFECTIVE CITIZEN ACTION PROMOTES SAFETY AND ENVIRONMENTAL PROTECTION; DIVERSIFICATION AWAY FROM NUCLEAR WEAPONS PROGRAMS; GREATER ACCOUNTABILITY AND CLEANUP IN THE NATIONWIDE NUCLEAR WEAPONS COMPLEX; AND CONSISTENT U.S. LEADERSHIP TOWARD A WORLD FREE OF NUCLEAR WEAPONS. THE WEBSITE, WWW.NUKEWATCH.ORG,PROVIDES EXTENSIVE INFORMATION ABOUT NUCLEAR ISSUES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE NEW MEXICO COMMUNITY AIDS PARTNERSHIP (NMCAP) WORKS TO ASSURE THAT THE DIVERSE POPULATIONS OF NEW MEXICO RECEIVE HIGH QUALITY, CULTURALLY APPROPRIATE HIV PREVENTION, EDUCATION AND CARE. THE PROJECT FOCUSES ON INNOVATIVE AND COLLABORATIVE PROGRAMS, TARGETING OTHERWISE UNDERSERVED AND VULNERABLE POPULATIONS. NMCAP PROVIDES HIV PREVENTION SERVICES TO MORE THAN 3,000 CLIENTS, PLUS THOUSANDS MORE RECEIVE NUTRITIONAL. SUPPORT AND EDUCATION THROUGH FOOD PANTRIES. ANOTHER 3,000 HIV CLIENTS RECEIVE TESTING AND COUNSELING SUPPORT. TRANS YOUTH SUPPORT BENEFITS TRANSGENDER AND GENDER NONCONFORMING YOUTH AND THEIR FAMILIES AND TRAINING AND SUPPORT FOR ADULTS WHO WORK WITH YOUTH POPULATIONS,INCLUDING MENTAL AND BEHAVIORAL HEALTH REFERRALS. THE WEBSITE,HTTP://WWW.NMAIDSPARTNERSHIP.ORG PROVIDES FURTHER INFORMATION.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SRIC HAS ADOPTED THE PROVISIONS OF ASC 740-140, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. SRIC RECOGNIZES THE TAX (BENEFIT) EXPENSE FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. ANY SUCH TAX (BENEFIT) EXPENSE IS MEASURE BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. SRIC HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022 AND 2021. SRIC FILES AN EXEMPT ORGANIZATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). IT IS NOT A "PRIVATE FOUNDATION" FOR TAX PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1OTHER COST INCLUDED IN REVENUE 5,815
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER COSTS INCLUDED IN REVENUE 5,815
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CANCER PATIENT ASSISTANCE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SUBMITTED PROPOSED PROJECT. SCOPE OF WORK AND BUDGET ARE REVIEWED AND APPROVED BEFORE ANY FUNDS ARE DISBURSED. REPORTING FROM RECIPIENTS IS REVIEWED TO CONFIRM SCOPE OF WORK PERFORMED AND FUNDS PROPERLY EXPENDED. NO GRANTS TO INDIVIDUALS OF MORE THAN 1,000 WERE GIVEN OUT IN 2022. ONE LARGE GRANT WAS GIVEN TO A 501(C)(3) ORGANIZATION OF FUNDS REMAINING FROM FISCAL SPONSORSHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHWEST RESEARCH AND INFORMATION CENTER IS A MULTI-CULTURAL ORGANIZATION WORKING TO PROMOTE THE HEALTH OF PEOPLE AND COMMUNITIES, PROTECT NATURAL RESOURCES, ENSURE CITIZEN PARTICIPATION, AND SECURE ENVIRONMENTAL AND SOCIAL JUSTICE NOW AND FOR FUTURE GENERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NUCLEAR WASTE PROGRAM PROVIDES TECHNICAL ASSISTANCE TO COMMUNITY GROUPS AND INFORMATION TO THE PUBLICE AND POLICYMAKERS REGARDING NUCLEAR WEAPONS PRODUCTION FACILITIES IN NEW MEXICO, AND NUCLEAR WASTE FACILITIES, ESPECIALLY WIPP IN NEW MEXICO AND SITES THAT SHIP TO WIPP. THE WEBSITE HTTP://WWW.SRIC.ORG/NUCLEAR/INDEX.PHP PROVIDES EXTENSIVE INFORMATION. THE NUCLEAR WATCH OF NEW MEXICO PROJECT THROUGH COMPREHENSIVE RESEARCH, PUBLIC EDUCATION AND EFFECTIVE CITIZEN ACTION PROMOTES SAFETY AND ENVIRONMENTAL PROTECTION; DIVERSIFICATION AWAY FROM NUCLEAR WEAPONS PROGRAMS; GREATER ACCOUNTABILITY AND CLEANUP IN THE NATIONWIDE NUCLEAR WEAPONS COMPLEX; AND CONSISTENT U.S. LEADERSHIP TOWARD A WORLD FREE OF NUCLEAR WEAPONS. THE WEBSITE, WWW.NUKEWATCH.ORG,PROVIDES EXTENSIVE INFORMATION ABOUT NUCLEAR ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE NEW MEXICO COMMUNITY AIDS PARTNERSHIP (NMCAP) WORKS TO ASSURE THAT THE DIVERSE POPULATIONS OF NEW MEXICO RECEIVE HIGH QUALITY, CULTURALLY APPROPRIATE HIV PREVENTION, EDUCATION AND CARE. THE PROJECT FOCUSES ON INNOVATIVE AND COLLABORATIVE PROGRAMS, TARGETING OTHERWISE UNDERSERVED AND VULNERABLE POPULATIONS. NMCAP PROVIDES HIV PREVENTION SERVICES TO MORE THAN 3,000 CLIENTS, PLUS THOUSANDS MORE RECEIVE NUTRITIONAL. SUPPORT AND EDUCATION THROUGH FOOD PANTRIES. ANOTHER 3,000 HIV CLIENTS RECEIVE TESTING AND COUNSELING SUPPORT. TRANS YOUTH SUPPORT BENEFITS TRANSGENDER AND GENDER NONCONFORMING YOUTH AND THEIR FAMILIES AND TRAINING AND SUPPORT FOR ADULTS WHO WORK WITH YOUTH POPULATIONS,INCLUDING MENTAL AND BEHAVIORAL HEALTH REFERRALS. THE WEBSITE,HTTP://WWW.NMAIDSPARTNERSHIP.ORG PROVIDES FURTHER INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL BOARD MEMBERS RECEIVE A COPY OF FORM 990 BEFORE FILING. A BOARD MEMBER, ON BEHALF OF THE BOARD, REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH YEAR, DIRECTORS AND OFFICERS MUST DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST AND SIGN A STATEMENT AFFIRMING THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY. IN ADDITION, DIRECTORS AND OFFICERS MUST DISCLOSE IN WRITING ANY CONFLICTS THAT ARISE DURING THE YEAR. DIRECTORS OR OFFICERS WHO HAVE A CONFLICT OF INTEREST DO NOT PARTICIPATE IN THE DELIBERATION OF THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER FEES 317,027 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER COST INCLUDED IN REVENUE 5,815 OTHER COSTS INCLUDED IN REVENUE -5,815
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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