Civic Intelligence

The Keystone Group

990 • Fiscal year 2014 • EIN 27-1974358

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

1130 Ten Rod Road Suite D 207-20802852

(401) 667-2795

Siviq Scores

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

Liabilities / Assets

89th percentile

0.88x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.23x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

76th percentile

$115,407

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

95th percentile

87%

Faster asset growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

30831%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$335,970

Up $156,549 (+87%) from 2013

Net Assets

Up

$39,506

Up $62,183 (+274%) from 2013

Liabilities

Up

$296,464

Up $94,366 (+47%) from 2013

Revenue

Up

$1,294,786

Up $1,290,600 (+30831%) from 2013

Expenses

Up

$1,232,603

Up $1,205,740 (+4488%) from 2013

Net Income

Up

$62,183

Up $84,860 (+374%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2013: $179,421Liabilities 2013: $202,098Net Assets 2013: -$22,6772013Assets 2014: $335,970Liabilities 2014: $296,464Net Assets 2014: $39,5062014Assets 2015: $530,396Liabilities 2015: $349,199Net Assets 2015: $181,1972015Assets 2016: $568,996Liabilities 2016: $399,224Net Assets 2016: $169,7722016Assets 2017: $515,140Liabilities 2017: $348,596Net Assets 2017: $166,5442017Assets 2018: $590,911Liabilities 2018: $365,730Net Assets 2018: $225,1812018Assets 2019: $664,500Liabilities 2019: $290,924Net Assets 2019: $373,5762019Assets 2020: $783,774Liabilities 2020: $322,813Net Assets 2020: $460,9612020Assets 2021: $776,981Liabilities 2021: $302,969Net Assets 2021: $474,0122021Assets 2022: $879,774Liabilities 2022: $361,517Net Assets 2022: $518,2572022

Highlighted filing

2014

Assets$335,970
Liabilities$296,464
Net Assets$39,506

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $4,186Expenses 2013: $26,863Net Income 2013: -$22,6772013Revenue 2014: $1,294,786Expenses 2014: $1,232,603Net Income 2014: $62,1832014Revenue 2015: $1,549,867Expenses 2015: $1,408,176Net Income 2015: $141,6912015Revenue 2016: $1,637,398Expenses 2016: $1,648,823Net Income 2016: -$11,4252016Revenue 2017: $1,742,802Expenses 2017: $1,746,030Net Income 2017: -$3,2282017Revenue 2018: $1,922,635Expenses 2018: $1,863,998Net Income 2018: $58,6372018Revenue 2019: $1,917,739Expenses 2019: $1,769,344Net Income 2019: $148,3952019Revenue 2020: $1,952,166Expenses 2020: $1,864,781Net Income 2020: $87,3852020Revenue 2021: $2,005,959Expenses 2021: $1,995,432Net Income 2021: $10,5272021Revenue 2022: $2,095,647Expenses 2022: $2,051,402Net Income 2022: $44,2452022

Highlighted filing

2014

Revenue$1,294,786
Expenses$1,232,603
Net Income$62,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$1,294,786
Mission and Program Overview

Mission

The organization provides strength and stability for its affiliates. They build strategic alliances, offer innovation and expertise and provide essential services so members can achieve their missions.

To help organizations maximize their resources, the keystone group offers a full-spectrum of services: financial, human resources, marketing and public relations, information technology and quality assessment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$175,100-
Cash and Non-Interest-Bearing Accounts$102,414$94,896▼ $7,518
Rtn Earn Endowment Incm Other Fnds$0$62,183▲ $62,183
Land, Buildings, and Equipment, Net$72,320$54,819▼ $17,501
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$179,421$335,970▲ $156,549
Other Assets Total$4,687$11,155▲ $6,468
Liabilities
Other Liabilities$201,625$195,297▼ $6,328
Accounts Payable and Accrued Expenses$473$101,167▲ $100,694
Total Liabilities$202,098$296,464▲ $94,366
Net Assets / Fund Balance
Total Net Assets Fund Balance$-22,677$39,506▲ $62,183
Total Liabilities and Net Assets / Fund Balance$179,421$335,970▲ $156,549

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$54,819$46,959$101,778
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Thomas P KaneDirectorPT$115,407$115,407
Carrie W MirandaDirectorPT$92,392$92,392

Board Members and Trustees

NameTitle
Beth PintoPresident
Beverly NajarianVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$20,000
Program Service Revenue
$1,245,318
Investment Income
$0
Other Revenue
$29,468
All Other Contributions
$20,000
Change in Net Assets
$62,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$945,704
Other Expenses$286,899
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$716,533$25,386-$741,919
Other Employee Benefits$139,604$6,345-$145,949
Fees for Services Other$84,958$15,000-$99,958
Occupancy$65,138$4,190-$69,328
Payroll Taxes$52,042$389-$52,431
Office Expenses$35,452$3,880-$39,332
Depreciation Depletion$20,096--$20,096
Fees for Services Accounting-$12,200-$12,200
Fees for Services Legal-$7,069-$7,069
Pension Plan Contributions$5,405--$5,405
Travel$3,960--$3,960
Insurance$2,045$1,294-$3,339
Advertising-$500-$500
Other Expenses$0$77-$77
Total Functional Expenses$1,152,408$80,195$0$1,232,603
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
Deferred Revenue-advance From Affiliates$100,000
Due to Affiliates$95,297
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11

The form 990 is prepared by the external auditors and reviewed by management. Once all are satisfied with the form, it is finalized and a copy is sent to all board executive committee members.

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

The board of directors are asked annually to review the keystone group's conflict of interest policy, disclose any potential conflicts of interest and sign-off that they understand their obligations as a member of the board. The conflict of interest policy states that periodic reviews be performed evaluating whether partnership, joint ventures or the like conform with the organization's written policies regarding unauthorized private benefit and excess benefit transactions.

Form 990, Part VI, Section B, Line 15

Compensation for all management positions are based on market conditions.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents (articles of incorporation and by-laws), its conflict of interest policy and financial statements available upon request. The organization will mail copies upon request or provide copies to those who come to the administrative office during normal business hours. The organization charges for the copies in accordance with irs regulations.

Filing and Contact Details

Filer

EIN
27-1974358
Phone
4016672795

Signing Officer

Name
Thomas P Kane
Title
President/CEO
Phone
4016672795
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Pinto
Formed
2010
Legal Domicile
Ri
Voting Board Members
4
Independent Board Members
2
Employees
18
Volunteers
0

Preparer

Preparer
Deborah a Hopkins
Phone
4012742001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from income taxes as a public charity under section 501(c)(3) of the internal revenue code. Management believes that the organization operates in a manner consistent with its tax-exempt status at both the state and federal level. The organization annually files irs form 990 - return of organization exempt from income tax, reporting various information that the irs uses to monitor the activities of tax-exempt entities. The organization's tax returns for years ended june 30, 2011, 2012, and 2013 are subject to review by the tax authorities, generally for three years after they are filed. Management believes that the organization operates in a manner consistent with its tax-exempt status at both the state and federal level.

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL. THE ORGANIZATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THE ORGANIZATION'S TAX RETURNS FOR YEARS ENDED JUNE 30, 2011, 2012, AND 2013 ARE SUBJECT TO REVIEW BY THE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. MANAGEMENT BELIEVES THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt054819
IRS990ScheduleD/TotalLiabilityAmt0195297
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT. ONCE ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED AND A COPY IS SENT TO ALL BOARD EXECUTIVE COMMITTEE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ARE ASKED ANNUALLY TO REVIEW THE KEYSTONE GROUP'S CONFLICT OF INTEREST POLICY, DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND SIGN-OFF THAT THEY UNDERSTAND THEIR OBLIGATIONS AS A MEMBER OF THE BOARD. THE CONFLICT OF INTEREST POLICY STATES THAT PERIODIC REVIEWS BE PERFORMED EVALUATING WHETHER PARTNERSHIP, JOINT VENTURES OR THE LIKE CONFORM WITH THE ORGANIZATION'S WRITTEN POLICIES REGARDING UNAUTHORIZED PRIVATE BENEFIT AND EXCESS BENEFIT TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR ALL MANAGEMENT POSITIONS ARE BASED ON MARKET CONDITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION CHARGES FOR THE COPIES IN ACCORDANCE WITH IRS REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10THE KEYSTONE GROUP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11THE KEYSTONE GROUP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10LOOKING UPWARDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11ACCESSPOINT RI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0050376075
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1056015153
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0RI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1RI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SERVICES TO CHILDREN AND ADULTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE SERVICES TO CHILDREN AND ADULTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10438 EAST MAIN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11111 COMSTOCK PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MIDDLETOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1CRANSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0RI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1RI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode002842
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode102921
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt090975
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1602730
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2104322
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3600000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10LOOKING UPWARDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11LOOKING UPWARDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12ACCESSPOINT RI
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine13ACCESSPOINT RI
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1L
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3L
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0RI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0179421
IRS990/TotalAssetsEOYAmt0335970
IRS990/TotalAssetsGrp/BOYAmt0179421
IRS990/TotalAssetsGrp/EOYAmt0335970
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020000
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080195
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01152408
IRS990/TotalFunctionalExpensesGrp/TotalAmt01232603
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0202098
IRS990/TotalLiabilitiesEOYAmt0296464
IRS990/TotalLiabilitiesGrp/BOYAmt0202098
IRS990/TotalLiabilitiesGrp/EOYAmt0296464
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-22677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039506
IRS990/TotalOtherCompensationAmt011023
IRS990/TotalProgramServiceExpensesAmt01152408
IRS990/TotalProgramServiceRevenueAmt01245318
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt029468
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01245318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01294786
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0179421
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0335970
IRS990/TotReportableCompRltdOrgAmt0196776
IRS990/TravelGrp/ProgramServicesAmt03960
IRS990/TravelGrp/TotalAmt03960
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101130 TEN ROD ROAD SUITE D 207-208
IRS990/USAddress/City0NORTH KINGSTOWN
IRS990/USAddress/State0RI
IRS990/USAddress/ZIPCode002852
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.THEKEYSTONEGROUPRI.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS P KANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04016672795
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE KEYSTONE GROUP
ReturnHeader/Filer/BusinessNameControlTxt0KEYS
ReturnHeader/Filer/EIN0271974358
ReturnHeader/Filer/PhoneNum04016672795

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