Civic Intelligence

Confluence Philanthropy Inc

EIN 27-3018135 • 501(c)3 • New York, NY

View Organization Page

Profile

The organizations mission is to provide a network of foundations and non-profits that practice mission related investing. By providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related investing.

215 Lexington Ave 10th FLNew York, NY 10016

www.confluencephilanthropy.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.19x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

1.0%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-2.3%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.6%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$2,573,326

Down $61,765 (-2.3%) from 2023

Liabilities

Up

$497,792

Up $121,352 (+32%) from 2023

Net Assets

Down

$2,075,534

Down $183,117 (-8.1%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin42nd percentile

Revenue

Up

$2,556,995

Up $180,696 (+7.6%) from 2023

Expenses

Up

$2,532,330

Up $253,523 (+11%) from 2023

Net Income

Down

$24,665

Down $72,827 (-75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $213,119Liabilities 2013: $31,132Net Assets 2013: $181,9872013Assets 2014: $227,710Liabilities 2014: $4,480Net Assets 2014: $223,2302014Assets 2015: $250,355Liabilities 2015: $24,643Net Assets 2015: $225,7122015Assets 2016: $674,990Liabilities 2016: $96,656Net Assets 2016: $578,3342016Assets 2018: $740,444Liabilities 2018: $191,762Net Assets 2018: $548,6822018Assets 2019: $795,337Liabilities 2019: $177,871Net Assets 2019: $617,4662019Assets 2021: $2,455,655Liabilities 2021: $322,307Net Assets 2021: $2,133,3482021Assets 2022: $2,528,677Liabilities 2022: $376,437Net Assets 2022: $2,152,2402022Assets 2023: $2,635,091Liabilities 2023: $376,440Net Assets 2023: $2,258,6512023Assets 2024: $2,573,326Liabilities 2024: $497,792Net Assets 2024: $2,075,5342024

Highlighted filing

2024

Assets$2,573,326
Liabilities$497,792
Net Assets$2,075,534
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $394,9242013Revenue 2014: $510,146Expenses 2014: $468,965Net Income 2014: $41,1812014Revenue 2015: $629,870Expenses 2015: $627,388Net Income 2015: $2,4822015Revenue 2016: $1,104,977Expenses 2016: $752,355Net Income 2016: $352,6222016Revenue 2018: $1,383,475Expenses 2018: $1,403,720Net Income 2018: -$20,2452018Revenue 2019: $1,715,154Expenses 2019: $1,646,370Net Income 2019: $68,7842019Revenue 2021: $2,622,242Expenses 2021: $1,490,400Net Income 2021: $1,131,8422021Revenue 2022: $2,376,409Expenses 2022: $2,335,059Net Income 2022: $41,3502022Revenue 2023: $2,376,299Expenses 2023: $2,278,807Net Income 2023: $97,4922023Revenue 2024: $2,556,995Expenses 2024: $2,532,330Net Income 2024: $24,6652024

Highlighted filing

2024

Revenue$2,556,995
Expenses$2,532,330
Net Income$24,665
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,573,326
Liabilities
$497,792
Net assets
$2,075,534
Revenue
$2,556,995
Expenses
$2,532,330
Net income
$24,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.50$2.08$2.56$2.53$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.38$2.26$2.38$2.28$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.38$2.15$2.38$2.34$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.32$2.13$2.62$1.49$1.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.18$0.62$1.72$1.65$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.19$0.55$1.38$1.40$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.58$1.10$0.75$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.23$0.63$0.63$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.22$0.51$0.47$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$2,556,995
Mission and Program Overview

Mission

The organizations mission is to provide a network of foundations and non-profits that practice mission related investing. By providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related investing.

Confluence philanthropy's mission is to transform the practice of investing by aligning capital with our community's values of sustainability, equity, and justice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,915,889$2,064,962▲ $149,073
Accounts Receivable$235,019$282,912▲ $47,893
Cash and Non-Interest-Bearing Accounts$182,838$167,502▼ $15,336
Prepaid Expenses and Deferred Charges-$45,179-
Investments Other Securities$32,483$0▼ $32,483
Land, Buildings, and Equipment, Net$5,515$3,771▼ $1,744
Total Assets$2,377,744$2,573,326▲ $195,582
Other Assets Total$6,000$9,000▲ $3,000
Liabilities
Accounts Payable and Accrued Expenses$326,150$449,042▲ $122,892
Deferred Revenue-$48,000-
Other Liabilities$750$750→ $0
Total Liabilities$326,900$497,792▲ $170,892
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,925,010$1,887,751▼ $37,259
Net Assets With Donor Restrictions$125,834$187,783▲ $61,949
Total Net Assets Fund Balance$2,050,844$2,075,534▲ $24,690
Total Liabilities and Net Assets / Fund Balance$2,377,744$2,573,326▲ $195,582

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,771$6,123$9,894
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCEOFT$264,547$27,940$292,487
Jason BabbieVP of ProgramsFT$176,400$22,466$198,866
Michael Francisco-mcguireCOOFT$164,226$11,049$175,275
Sarah DenicolaProgram DirectorFT$120,331$19,018$139,349

Board Members and Trustees

NameTitle
Ivan FrishbergChair
Kathleen SimpsonVice Chair
Aimee ChristenenBoard Member
Bob BancroftBoard Member
Dan ChuBoard Member
Eric StephensonBoard Member
Fatima AngelesBoard Member
Greg RatliffBoard Member
Rochelle WitharanaBoard Member
Santhosh RamdossBoard Member
Stacey FaellaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kiwi Partners INCAccounting Services237 W 35TH ST, New York, NY 10001$115,576
Revenue and Support

Revenue Composition

Contributions and Grants
$1,966,904
Program Service Revenue
$503,481
Investment Income
$86,610
Other Revenue
$0
All Other Contributions
$781,099
Change in Net Assets
$24,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,556,995
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$138,440
Total Revenue per Audited Statements
$2,695,435
Total Revenue per Form 990
$2,556,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,629,098
Other Expenses$903,232
Total Fundraising Expense$96,585
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$866,797$25,701$42,335$934,833
Current Officers, Directors, Trustees, and Key Employees$330,589$64,400$34,347$429,336
Conferences and Meetings$308,933$336-$309,269
Fees for Services Other$148,223$93,347-$241,570
Other Employee Benefits$100,090$13,443$9,383$122,916
Fees for Services Accounting-$100,635-$100,635
Payroll Taxes$78,803$11,322$4,391$94,516
Occupancy$70,290$7,115$3,875$81,280
Information Technology$2,858$54,054-$56,912
Pension Plan Contributions$43,154$2,089$2,254$47,497
Travel$31,669$1,241-$32,910
Office Expenses$14,148$8,376-$22,524
Fees for Services Legal-$11,150-$11,150
Other Expenses$3,726$5,530-$9,256
Insurance-$5,408-$5,408
Depreciation Depletion-$4,343-$4,343
Total Functional Expenses$1,999,280$436,465$96,585$2,532,330

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,983,621
Expenses per Audited Statements$2,532,330
Total Expenses per Form 990$2,532,330
Expenses Not Reported on Form 990$451,291
Expenses Not Reported on Financial Statements$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
Security Deposit$750
Governance and Compliance

Governance Checklist

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

“A draft of the form 990 is provided to officers for review prior to filing.”

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

“Audit committee goes through our statements from the past year, they take note to question anything that might have been a conflict of interest. Board members know to bring anything that could be a potential conflict of interest up with the entire board, so the board can decide how to proceed. Officers, directors, and trustees were required to disclose annually any interests that could give rise to confilicts. The organization regularly and consistently monitors and enforces compliance with this policy.”

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

“The process for determining compensation for the organization's ceo included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Confluence Philanthropy Inc
EIN
27-3018135
Phone
9179976577
Address
215 LEXINGTON AVE 10TH FL, NEW YORK, NY 10016

Signing Officer

Name
Dana Lanza
Title
CEO
Phone
9179750191
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Lanza
Formed
2010
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
12
Volunteers
10

Preparer

Firm
Snyder Cohn Pc
Address
11200 ROCKVILLE PIKE SUITE 415, NORTH BETHESDA, MD 20852
Preparer
Keith Jennings
Phone
3016526700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax effect is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for uncertain tax positions. Interest and penalties, if any, are accrued as a component of general and administrative expenses when assessed. The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and classified by the internal revenue service as other than a private foundation. Similar to other tax-exempt organizations, the organization is subject to tax on unrelated business income. Tax years prior to 2021 are no longer subject to examination by taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in revenue due to audit being based on 15-month period interest income”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in expenses due to audit being based on 15-month period”

Raw XML AppendixShowing 400 of 557 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF PROGRAMS
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IRS990/FormationYr02010
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt054054
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IRS990/InformationTechnologyGrp/TotalAmt056912
IRS990/InsuranceGrp/ManagementAndGeneralAmt05408
IRS990/InsuranceGrp/TotalAmt05408
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086610
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt032483
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01185805
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CONFLUENCE PHILANTHROPY'S MISSION IS TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OccupancyGrp/FundraisingAmt03875
IRS990/OccupancyGrp/ManagementAndGeneralAmt07115
IRS990/OccupancyGrp/ProgramServicesAmt070290
IRS990/OccupancyGrp/TotalAmt081280
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08376
IRS990/OfficeExpensesGrp/ProgramServicesAmt014148
IRS990/OfficeExpensesGrp/TotalAmt022524
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06000
IRS990/OtherAssetsTotalGrp/EOYAmt09000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09383
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013443
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0100090
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0122916
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1SEMINARS & TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027975
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15530
IRS990/OtherExpensesGrp/ProgramServicesAmt03726
IRS990/OtherExpensesGrp/TotalAmt027975
IRS990/OtherExpensesGrp/TotalAmt19256
IRS990/OtherLiabilitiesGrp/BOYAmt0750
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025701
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04391
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011322
IRS990/PayrollTaxesGrp/ProgramServicesAmt078803
IRS990/PayrollTaxesGrp/TotalAmt094516
IRS990/PensionPlanContributionsGrp/FundraisingAmt02254
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02089
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt043154
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IRS990/PrincipalOfficerNm0DANA LANZA
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09894
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, THE ORGANIZATION IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. TAX YEARS PRIOR TO 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN REVENUE DUE TO AUDIT BEING BASED ON 15-MONTH PERIOD INTEREST INCOME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN EXPENSES DUE TO AUDIT BEING BASED ON 15-MONTH PERIOD
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalExpensesPerForm990Amt02532330
IRS990ScheduleD/TotalLiabilityAmt0750
IRS990ScheduleD/TotalRevenuePerForm990Amt02556995

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