Civic Intelligence

Partnerships to Uplift Communities Los Angeles

990 • Fiscal year 2015 • EIN 26-3393680

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 28, 2016

1405 N San Fernando Blvd 303Burbak, CA 91504

(818) 559-7699

Siviq Scores

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

Liabilities / Assets

60th percentile

0.35x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.09x

Higher debt load relative to revenue than 25% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

46th percentile

2.0%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

2nd percentile

-33%

Faster asset growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

7.7%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,789,358

Down $2,345,326 (-33%) from 2014

Net Assets

Down

$3,128,050

Down $926,118 (-23%) from 2014

Liabilities

Down

$1,661,308

Down $1,419,208 (-46%) from 2014

Revenue

Up

$19,251,966

Up $1,381,233 (+7.7%) from 2014

Expenses

Up

$18,872,047

Up $1,855,970 (+11%) from 2014

Net Income

Down

$379,919

Down $474,737 (-56%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2012: $6,215,308Liabilities 2012: $2,844,877Net Assets 2012: $3,370,4312012Assets 2013: $7,425,562Liabilities 2013: $4,048,991Net Assets 2013: $3,376,5712013Assets 2014: $7,134,684Liabilities 2014: $3,080,516Net Assets 2014: $4,054,1682014Assets 2015: $4,789,358Liabilities 2015: $1,661,308Net Assets 2015: $3,128,0502015Assets 2016: $6,125,280Liabilities 2016: $1,259,630Net Assets 2016: $4,865,6502016Assets 2017: $7,574,083Liabilities 2017: $1,535,120Net Assets 2017: $6,038,9632017Assets 2019: $9,185,480Liabilities 2019: $1,646,053Net Assets 2019: $7,539,4272019Assets 2020: $9,017,316Liabilities 2020: $1,625,918Net Assets 2020: $7,391,3982020Assets 2021: $14,420,401Liabilities 2021: $2,033,524Net Assets 2021: $12,386,8772021Assets 2022: $16,250,336Liabilities 2022: $2,143,229Net Assets 2022: $14,107,1072022Assets 2024: $20,652,972Liabilities 2024: $14,587,278Net Assets 2024: $6,065,6942024

Highlighted filing

2015

Assets$4,789,358
Liabilities$1,661,308
Net Assets$3,128,050

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2012: $16,016,7262012Expenses 2013: $16,156,0222013Revenue 2014: $17,870,733Expenses 2014: $17,016,077Net Income 2014: $854,6562014Revenue 2015: $19,251,966Expenses 2015: $18,872,047Net Income 2015: $379,9192015Revenue 2016: $22,743,666Expenses 2016: $21,006,066Net Income 2016: $1,737,6002016Revenue 2017: $22,683,040Expenses 2017: $21,509,727Net Income 2017: $1,173,3132017Revenue 2019: $22,963,406Expenses 2019: $22,868,137Net Income 2019: $95,2692019Revenue 2020: $19,848,771Expenses 2020: $19,996,800Net Income 2020: -$148,0292020Revenue 2021: $24,912,837Expenses 2021: $19,917,360Net Income 2021: $4,995,4772021Revenue 2022: $24,474,028Expenses 2022: $22,753,798Net Income 2022: $1,720,2302022Revenue 2024: $20,604,942Expenses 2024: $27,843,009Net Income 2024: -$7,238,0672024

Highlighted filing

2015

Revenue$19,251,966
Expenses$18,872,047
Net Income$379,919
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 28, 2016
Return Version
2014v6.0
Gross Receipts
$19,251,966
Mission and Program Overview

Mission

Develop and manage high quality charter schools in densely populated urban communities with overcrowded and low achieving schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,571,302$2,201,082▼ $370,220
Cash and Non-Interest-Bearing Accounts$2,134,283$1,169,682▼ $964,601
Land, Buildings, and Equipment, Net$189,569$343,094▲ $153,525
Inventories for Sale or Use$263,843$0▼ $263,843
Prepaid Expenses and Deferred Charges$41,438$116,455▲ $75,017
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$7,134,684$4,789,358▼ $2,345,326
Other Assets Total$1,934,249$959,045▼ $975,204
Liabilities
Accounts Payable and Accrued Expenses$970,363$1,125,936▲ $155,573
Other Liabilities$1,945,796$435,004▼ $1,510,792
Deferred Revenue$164,357$100,368▼ $63,989
Total Liabilities$3,080,516$1,661,308▼ $1,419,208
Net Assets / Fund Balance
Unrestricted Net Assets$3,665,647$2,860,037▼ $805,610
Temporarily Rstr Net Assets$388,521$268,013▼ $120,508
Total Net Assets Fund Balance$4,054,168$3,128,050▼ $926,118
Total Liabilities and Net Assets / Fund Balance$7,134,684$4,789,358▼ $2,345,326

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$220,849$937,306$1,158,155
Leasehold Improvements$122,245$849,296$971,541
Other Assets Org$176,811--
Compensation and Service Providers

Board Members and Trustees

NameTitle
John Biroc PhdPresident
Fidel RamirezMember
Ed PalmerSecretary
Jacquieline Elliot EddTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,251,966
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$438,002
Change in Net Assets
$379,919

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,251,966
Total Revenue per Audited Statements
$19,251,966
Total Revenue per Form 990
$19,251,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,149,349
Other Expenses$7,722,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,081,975$3,224,522-$9,306,497
Other Employee Benefits$1,203,951$638,901-$1,842,852
Travel$478,555--$478,555
Insurance$20,218$114,367-$134,585
Depreciation Depletion-$111,800-$111,800
Other Expenses$1,315,810$58,078-$58,078
All Other Expenses$19,460$4,613-$24,073
Total Functional Expenses$11,669,372$7,202,675$0$18,872,047

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,872,047
Total Expenses per Audited Statements$18,872,047
Total Expenses per Form 990$18,872,047
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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$269,203
Cash Deficit$165,801
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The board of directors cannot amend the bylaws of the organization without the approval of the boards of directors of both partnerships to uplift communities valley and partnerships to uplift communities lake view terrace.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed and approved by the governing body before signing and filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Financial decision makers are required to submit to the state form 700 - statement of economic interest - every year.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Governing body compares industry wages before approving ceo's, executive director, or top management's compensation.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Governing body compares industry wages before approving officers or key employee's compensation.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All governing docs, policies, and financial statements are available at the main office upon request.

Filing and Contact Details

Filer

Filer Name
Partnerships to Uplift Communities
EIN
26-3393680
Phone
8185597699
Address
1405 N SAN FERNANDO BLVD 303, BURBAK, CA 91504

Signing Officer

Name
John Biroc Phd
Title
President
Signed
2016-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Biroc Phd
Formed
2008
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
2
Employees
0

Preparer

Firm
McLean Rotherham & Company
Address
11717 Bernardo Plaza Ct Suite 215, San Diego, CA 92128
Preparer
James A Rotherham CPA
Phone
8584875751
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0220849
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0937306
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01158155
IRS990ScheduleD/ExpensesSubtotalAmt018872047
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0122245
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0849296
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0971541
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt036653
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1177893
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2567688
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3176811
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED RENT ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM OTHER ENTITIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER CURRENT ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0165801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1269203
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CASH DEFICIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER CURRENT LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt019251966
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0343094
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0959045
IRS990ScheduleD/TotalExpensesPerForm990Amt018872047
IRS990ScheduleD/TotalLiabilityAmt0435004
IRS990ScheduleD/TotalRevenuePerForm990Amt019251966
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS, ENROLLMENT MATERIALS, AND OUR CHARTER AS A PUBLIC SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS CANNOT AMEND THE BYLAWS OF THE ORGANIZATION WITHOUT THE APPROVAL OF THE BOARDS OF DIRECTORS OF BOTH PARTNERSHIPS TO UPLIFT COMMUNITIES VALLEY AND PARTNERSHIPS TO UPLIFT COMMUNITIES LAKE VIEW TERRACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BODY BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL DECISION MAKERS ARE REQUIRED TO SUBMIT TO THE STATE FORM 700 - STATEMENT OF ECONOMIC INTEREST - EVERY YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING BODY COMPARES INDUSTRY WAGES BEFORE APPROVING CEO'S, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT'S COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING BODY COMPARES INDUSTRY WAGES BEFORE APPROVING OFFICERS OR KEY EMPLOYEE'S COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE MAIN OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PARTNERSHIP TO UPLIFT COMMUNITIES - VAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PARTNERSHIP TO UPLIFT COMMUNITIES - LT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PUC NATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PUC ACHEIVE CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0263393593
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1743102820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2462487084
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3464445378
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARTER SCHOOL & SCHOOL MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A) (ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1170(B)(1)(A) (ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2170(B)(1)(A) (ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3170(B)(1)(A) (ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01405 N SAN FERNANDO BLVD 303
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11405 N SAN FERNANDO BLVD 303
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21405 N SAN FERNANDO BLVD 303
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt314 MARK STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BURBANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BURBANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BURBANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091504
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd191504
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd291504
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd314605
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IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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