Civic Intelligence

Grand County Historical Association

990 • Fiscal year 2019 • EIN 23-7440846

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 24, 2020

PO Box 165Hot Sulphur Springs, CO 80451

(970) 725-3939

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

63rd percentile

8.6%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$81

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

187%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,251,144

Up $20,312 (+0.6%) from 2018

Net Assets

Up

$3,247,058

Up $18,557 (+0.6%) from 2018

Liabilities

Up

$4,086

Up $1,755 (+75%) from 2018

Revenue

Up

$215,168

Up $140,202 (+187%) from 2018

Expenses

Down

$196,611

Down $964 (-0.5%) from 2018

Net Income

Up

$18,557

Up $141,166 (+115%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,196,810Liabilities 2015: $2,386Net Assets 2015: $3,194,4242015Assets 2016: $3,238,213Liabilities 2016: $2,385Net Assets 2016: $3,235,8282016Assets 2017: $3,354,615Liabilities 2017: $3,504Net Assets 2017: $3,351,1112017Assets 2018: $3,230,832Liabilities 2018: $2,331Net Assets 2018: $3,228,5012018Assets 2019: $3,251,144Liabilities 2019: $4,086Net Assets 2019: $3,247,0582019Assets 2020: $3,280,322Liabilities 2020: $4,833Net Assets 2020: $3,275,4892020Assets 2021: $3,334,365Liabilities 2021: $3,579Net Assets 2021: $3,330,7862021Assets 2022: $3,244,619Liabilities 2022: $4,471Net Assets 2022: $3,240,1482022Assets 2023: $3,240,360Liabilities 2023: $6,259Net Assets 2023: $3,234,1012023Assets 2024: $3,304,283Liabilities 2024: $5,946Net Assets 2024: $3,298,3372024

Highlighted filing

2019

Assets$3,251,144
Liabilities$4,086
Net Assets$3,247,058

Operations Trend

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

$400K$200K$0-$200KRevenue 2015: $151,748Expenses 2015: $160,131Net Income 2015: -$8,3832015Revenue 2016: $202,846Expenses 2016: $159,987Net Income 2016: $42,8592016Revenue 2017: $275,950Expenses 2017: $160,667Net Income 2017: $115,2832017Revenue 2018: $74,966Expenses 2018: $197,575Net Income 2018: -$122,6092018Revenue 2019: $215,168Expenses 2019: $196,611Net Income 2019: $18,5572019Revenue 2020: $232,972Expenses 2020: $204,541Net Income 2020: $28,4312020Revenue 2021: $229,788Expenses 2021: $174,493Net Income 2021: $55,2952021Revenue 2022: $171,501Expenses 2022: $231,573Net Income 2022: -$60,0722022Revenue 2023: $304,176Expenses 2023: $343,354Net Income 2023: -$39,1782023Revenue 2024: $292,712Expenses 2024: $239,712Net Income 2024: $53,0002024

Highlighted filing

2019

Revenue$215,168
Expenses$196,611
Net Income$18,557
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 24, 2020
Return Version
2019v5.1
Gross Receipts
$627,588
Mission and Program Overview

Mission

Maintain, preserve, display and educate the public about grand county history, artifacts, publications, photos and reference materials, and provide related activities and events.

Maintain,preserve, display and educate the public about grand county histroy, artifacts, publications, photos and reference materials, and provide related activities and events

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,633,345$2,657,983▲ $24,638
Investments in Publicly Traded Securities$490,801$525,162▲ $34,361
Savings and Temporary Cash Investments$40,428$32,346▼ $8,082
Inventories for Sale or Use$25,589$19,418▼ $6,171
Cash and Non-Interest-Bearing Accounts$35,722$12,023▼ $23,699
Other Notes and Loans Receivable, Net$3,581$4,212▲ $631
Accounts Receivable$1,366--
Total Assets$3,230,832$3,251,144▲ $20,312
Liabilities
Accounts Payable and Accrued Expenses$2,331$4,086▲ $1,755
Total Liabilities$2,331$4,086▲ $1,755
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,228,501$3,247,058▲ $18,557
Total Net Assets Fund Balance$3,228,501$3,247,058▲ $18,557
Total Liabilities and Net Assets / Fund Balance$3,230,832$3,251,144▲ $20,312

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,559,798-$1,559,798
Buildings$688,377-$688,377
Leasehold Improvements$218,000-$218,000
Land$188,659-$188,659
Equipment$3,149-$3,149
Compensation and Service Providers

Employees

NameTitleBaseTotal
Shawn DavisSecretary$81$81

Board Members and Trustees

NameTitle
B Travis WrightPresident
Jim YustVice President
Larry GrossVice President
Ida SheriffDirector
John StatzDirector
Ken BallDirector
Monica SandstromDirector
Sarah RoseneDirector
Barbara MitchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,118
Program Service Revenue
$11,049
Investment Income
$82,144
Other Revenue
$46,857
All Other Contributions
$50,977
Change in Net Assets
$18,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$144,160
Other Expenses$52,451
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$129,994-$129,994
Occupancy-$14,558-$14,558
Payroll Taxes-$14,085-$14,085
Insurance-$5,982-$5,982
Information Technology-$4,801-$4,801
Advertising-$4,062-$4,062
All Other Expenses$666$2,696-$3,362
Fees for Services Other-$2,793-$2,793
Office Expenses-$2,732-$2,732
Fees for Services Accounting-$1,605-$1,605
Other Expenses$3,115$1,427-$1,427
Travel-$950-$950
Current Officers, Directors, Trustees, and Key Employees-$81-$81
Conferences and Meetings-$3-$3
Total Functional Expenses$8,873$187,738$0$196,611
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,719
Fundraising Direct Expenses$16,049
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of History$30,826$30,826-$30,826
Quilt Trail$20,045$20,045-$20,045
Total Events$58,719$58,719-$58,719
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The association has members throughout the US

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

All members of the governing body are elected at the annual meeting

Form 990, Part VI, Section A, line 7B

Changes of the bylaws may be approved at the annual meeting.

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

Copies of this form 990 and all of its accompanying schedules will be provided to each of the officers and directors of the association before the original is filed with the IRS. The Form 990, after any review by the members of the board, may be modified thereafter as needed.

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

At the first meeting of the year, each member is asked to declare any current or potential conflicts of interest, in writing and signed.

Form 990, Part VI, Section B, line 15

The association's finance committee, composed soley of board members, reviewed the written and oral recommendations of the executivie committee relative to renumberation and benfits of the executive director, and then sought and received formal approval at the next board meeting.

Form 990, Part VI, Section C, line 19

The association's executive director maintains all corporate records in locked, fireproof file cabinets in her office. This includes all monthly and annual financial statements, form 990 tax returns and schedules, individual signed conflict of interest disclosure forms and all organizational policies, bylaws, administrative rules and similar documents. Most documents, except those related to personnel, are made available to any member of the association. Documents may be made available to others upon approval of officers of the association.

Filing and Contact Details

Filer

Filer Name
Grand County Historical Association
EIN
23-7440846
Phone
9707253939
Address
PO Box 165, Hot Sulphur Springs, CO 80451

Signing Officer

Name
B Travis Wright
Title
President
Phone
9707253939
Signed
2020-03-24

Organization Details

Principal Officer
B Travis Wright
Formed
1974
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
6
Volunteers
0

Preparer

Firm
DAPCPA Pope Young & Bohall LLC
Address
PO Box 189, Winter Park, CO 80482
Preparer
Grace E Bohall CPA
Phone
9707268044
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A:

The collections contain artifacts, documents, photos and artworks that pertain to Grand County or Colorado history. A sample of the artifacts on display includes firearms, skis, Ute tribe items, musical instruments and railroad cars. The collections contain over 9,000 photos, 3,000 manuscripts, 1,000 artifacts, and 1,000 works of art

Part V, Line 4:

The endowment fund will be used only under catastrophic conditions, which cannot be otherwise met.

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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/PYContributionsGrantsAmt064912
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-63472
IRS990/PYOtherExpensesAmt072967
IRS990/PYOtherRevenueAmt061673
IRS990/PYProgramServiceRevenueAmt011853
IRS990/PYRevenuesLessExpensesAmt0-122609
IRS990/PYSalariesCompEmpBnftPaidAmt0124608
IRS990/PYTotalExpensesAmt0197575
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt074966
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt018557
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt097380
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0120
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0120
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040428
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt074608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt098579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0380378
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt025000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt054000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt093000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt082264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06504
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0188
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0115346
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0191434
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt072649
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt042855
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014601
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0131105
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65760
IRS990ScheduleA/PublicSupportPY170Pct00.70950
IRS990ScheduleA/PublicSupportTotal170Amt0473378
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt066610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0123579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0136959
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0473378
IRS990ScheduleA/TotalSupportAmt0719829
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0688377
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0688377
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0Sales/Hist Photo/Docs Copie
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt03149
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03149
IRS990ScheduleD/LandGrp/BookValueAmt0188659
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0188659
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0218000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0218000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01559798
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01559798
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The collections contain artifacts, documents, photos and artworks that pertain to Grand County or Colorado history. A sample of the artifacts on display includes firearms, skis, Ute tribe items, musical instruments and railroad cars. The collections contain over 9,000 photos, 3,000 manuscripts, 1,000 artifacts, and 1,000 works of art
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The endowment fund will be used only under catastrophic conditions, which cannot be otherwise met.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 1a:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02657983
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Taste of History
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Quilt Trail
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058719
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The association has members throughout the US
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All members of the governing body are elected at the annual meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Changes of the bylaws may be approved at the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copies of this form 990 and all of its accompanying schedules will be provided to each of the officers and directors of the association before the original is filed with the IRS. The Form 990, after any review by the members of the board, may be modified thereafter as needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4At the first meeting of the year, each member is asked to declare any current or potential conflicts of interest, in writing and signed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The association's finance committee, composed soley of board members, reviewed the written and oral recommendations of the executivie committee relative to renumberation and benfits of the executive director, and then sought and received formal approval at the next board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The association's executive director maintains all corporate records in locked, fireproof file cabinets in her office. This includes all monthly and annual financial statements, form 990 tax returns and schedules, individual signed conflict of interest disclosure forms and all organizational policies, bylaws, administrative rules and similar documents. Most documents, except those related to personnel, are made available to any member of the association. Documents may be made available to others upon approval of officers of the association.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03230832
IRS990/TotalAssetsEOYAmt03251144
IRS990/TotalAssetsGrp/BOYAmt03230832
IRS990/TotalAssetsGrp/EOYAmt03251144
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt075118
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0187738
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08873

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