Civic Intelligence

American Orff-Schulwerk Association

EIN 31-1110361 • 501(c)3 • Mayfield Hts, OH

Profile

The mission of american orff-shulwerk association is to demonstrate the value of orff-schulwerk and promote its widespread use; to support the professional development of our members; and to inspire and advocate for the creative potential of all learners.

1284 Som Center Rd 264Mayfield Hts, OH 44124

www.aosa.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

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

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

46th percentile

$37,917

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

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

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

54th percentile

9.6%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$1,583,726

Up $198,779 (+14%) from 2023

Liabilities

Down

$20,848

Down $8,895 (-30%) from 2023

Net Assets

Up

$1,562,878

Up $207,674 (+15%) from 2023

Revenue

Up

$803,548

Up $70,204 (+9.6%) from 2023

Expenses

Up

$615,286

Up $105,194 (+21%) from 2023

Net Income

Down

$188,262

Down $34,990 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,226,556Liabilities 2010: $216,467Net Assets 2010: $1,010,0892010Assets 2011: $1,366,139Liabilities 2011: $72,714Net Assets 2011: $1,293,4252011Assets 2012: $1,253,900Liabilities 2012: $40,447Net Assets 2012: $1,213,4532012Assets 2013: $1,284,541Liabilities 2013: $23,572Net Assets 2013: $1,260,9692013Assets 2014: $1,341,858Liabilities 2014: $70,903Net Assets 2014: $1,270,9552014Assets 2015: $1,346,766Liabilities 2015: $37,389Net Assets 2015: $1,309,3772015Assets 2016: $1,344,153Liabilities 2016: $55,465Net Assets 2016: $1,288,6882016Assets 2017: $1,344,123Liabilities 2017: $42,242Net Assets 2017: $1,301,8812017Assets 2018: $1,389,700Liabilities 2018: $73,062Net Assets 2018: $1,316,6382018Assets 2019: $1,333,446Liabilities 2019: $37,777Net Assets 2019: $1,295,6692019Assets 2020: $1,202,287Liabilities 2020: $64,933Net Assets 2020: $1,137,3542020Assets 2021: $1,359,320Liabilities 2021: $48,908Net Assets 2021: $1,310,4122021Assets 2022: $1,089,856Liabilities 2022: $27,442Net Assets 2022: $1,062,4142022Assets 2023: $1,384,947Liabilities 2023: $29,743Net Assets 2023: $1,355,2042023Assets 2024: $1,583,726Liabilities 2024: $20,848Net Assets 2024: $1,562,8782024

Highlighted filing

2024

Assets$1,583,726
Liabilities$20,848
Net Assets$1,562,878

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $758,2822010Expenses 2011: $714,3832011Expenses 2012: $779,9442012Expenses 2013: $742,7272013Revenue 2014: $722,845Expenses 2014: $805,358Net Income 2014: -$82,5132014Revenue 2015: $738,291Expenses 2015: $733,836Net Income 2015: $4,4552015Revenue 2016: $698,763Expenses 2016: $700,098Net Income 2016: -$1,3352016Revenue 2017: $698,444Expenses 2017: $779,766Net Income 2017: -$81,3222017Revenue 2018: $742,356Expenses 2018: $781,105Net Income 2018: -$38,7492018Revenue 2019: $757,644Expenses 2019: $819,316Net Income 2019: -$61,6722019Revenue 2020: $622,030Expenses 2020: $786,427Net Income 2020: -$164,3972020Revenue 2021: $428,752Expenses 2021: $499,531Net Income 2021: -$70,7792021Revenue 2022: $545,487Expenses 2022: $653,347Net Income 2022: -$107,8602022Revenue 2023: $733,344Expenses 2023: $510,092Net Income 2023: $223,2522023Revenue 2024: $803,548Expenses 2024: $615,286Net Income 2024: $188,2622024

Highlighted filing

2024

Revenue$803,548
Expenses$615,286
Net Income$188,262

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.02$1.56$0.80$0.62$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.03$1.36$0.73$0.51$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.55$0.65$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.05$1.31$0.43$0.50$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.06$1.14$0.62$0.79$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.04$1.30$0.76$0.82$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.07$1.32$0.74$0.78$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.04$1.30$0.70$0.78$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.06$1.29$0.70$0.70$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.04$1.31$0.74$0.73$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.07$1.27$0.72$0.81$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.02$1.26$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.04$1.21$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.07$1.29$0.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.22$1.01$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$803,548
Mission and Program Overview

Mission

The mission of american orff-shulwerk association is to demonstrate the value of orff-schulwerk and promote its widespread use; to support the professional development of our members; and to inspire and advocate for the creative potential of all learners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,009,042$1,099,350▲ $90,308
Cash and Non-Interest-Bearing Accounts$325,054$431,523▲ $106,469
Prepaid Expenses and Deferred Charges$37,252$35,919▼ $1,333
Accounts Receivable$9,499$12,834▲ $3,335
Inventories for Sale or Use$2,000$2,000→ $0
Total Assets$1,384,947$1,583,726▲ $198,779
Other Assets Total$2,100$2,100→ $0
Liabilities
Other Liabilities$8,596$8,319▼ $277
Grants Payable$10,174$7,469▼ $2,705
Accounts Payable and Accrued Expenses$10,973$5,060▼ $5,913
Total Liabilities$29,743$20,848▼ $8,895
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,355,204$1,562,878▲ $207,674
Total Net Assets Fund Balance$1,355,204$1,562,878▲ $207,674
Total Liabilities and Net Assets / Fund Balance$1,384,947$1,583,726▲ $198,779

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$828,860$8,406▲ $119,209$10,004$894,990
2022$781,947$22,143▲ $72,356$9,304$826,860
2021$965,256$18,880▼ $133,998$13,819$781,947
2020$758,955$4,015▲ $250,731$9,042$965,256
2019$786,652$2,625▲ $8,199$8,509$758,955
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tiffany EnglishExecutive DiFT$37,917$37,917

Board Members and Trustees

NameTitle
Josh SouthardPresident
Armando CamposDirector
Dan GullickDirector
Fauna WoolfeDirector
Heather KlossnerDirector
Jeaneau JulianDirector
Karin ProutyDirector
Katie SettleberryDirector
Matthew StensrudDirector
Melissa MarottaDirector
Michele SampsonDirector
Natasha ThurmonDirector
Nora GoldenDirector
Victor LozadaInterim VP E
Patrick WarePres Elect
Kathy HummelRec Secretar
Karen PettyTreasurer
Manju DurairajVP-elect Dei
Revenue and Support

Revenue Composition

Contributions and Grants
$291,011
Program Service Revenue
$381,532
Investment Income
$123,981
Other Revenue
$7,024
All Other Contributions
$50,914
Change in Net Assets
$188,262

Audited Revenue Reconciliation

Revenue per Audited Statements
$789,363
Revenue Not Reported on Financial Statements
$14,185
Revenue Not Reported on Form 990
$19,412
Total Revenue per Audited Statements
$808,775
Total Revenue per Form 990
$803,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$405,548
Salaries, Compensation, and Employee Benefits$171,278
Total Fundraising Expense$40,811
Grants and Similar Amounts Paid$38,460
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$97,316$6,000-$103,316
Conferences and Meetings$89,992$168-$90,160
Other Salaries and Wages$22,523$23,231$37,064$82,818
Current Officers, Directors, Trustees, and Key Employees$58,100$10,500$1,400$70,000
Information Technology$58,927--$58,927
Office Expenses$37,903$4,414-$42,317
Grants to Domestic Individuals$38,460--$38,460
Occupancy$24,136--$24,136
Fees for Service Investment Mgmnt Fees-$14,185-$14,185
Payroll Taxes$10,342$1,869$249$12,460
All Other Expenses$6,394$4,707-$11,101
Insurance$8,934$387-$9,321
Other Expenses$3,000$3,558$358$6,558
Other Employee Benefits$2,880$1,380$1,740$6,000
Total Functional Expenses$482,467$92,008$40,811$615,286

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$615,286
Expenses per Audited Statements$601,101
Total Expenses per Audited Statements$601,101
Expenses Not Reported on Financial Statements$14,185
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 Conference Revenue/other$8,319
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Members have the right to elect the governing body.

Form 990, Page 6, Part VI, Line 11B

The form 990 is presented to the finance staff, executive director and executive committee for review and approval. The executive committee is delegated authority by the board to approve the 990 for filing. After the executive committee's approval, the 990 is provided electronically to the board prior to filing with the irs.

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

Each year, the board members are asked to review the organization's conflict of interest policy. Among other things, the policy makes clear that all decisions of the board, officers, and employees of the organization are made solely on the basis of a desire to promote the best interest of the organization and the public good. The conflict of interest statement requests board members to identify to the best of their knowledge affiliations with organizations that may be potentially related to the financials or other substantive operations of the organization. They are also asked to identify circumstances involving either themselves, or a member of their extended family, that may be construed as a conflict of interest. At the staff level, the organization's personnel also ensure that there are no conflicts of interest when considering the engagement of a new vendor. If a potential conflict is identified, appropriate steps are taken to both assess the nature of the potential conflict and, subsequently, to ensure that the possibility of an actual conflict is mitigated. Such mitigation is managed and the letter and spirit of the conflicts policy are upheld.

Form 990, Page 6, Part VI, Line 15A

The executive committee annually evaluates the performance of the executive director. Compensation is based on performance and compared to other area mission-comparable organizations of similar size. The board has adopted the irs-written "rebuttable presumption" checklist which is completed contemporaneous with the performance review.

Form 990, Page 6, Part VI, Line 15B

Compensation for staff within the organization is determined by the executive director. The level of compensation is set based on performance and in relation to other area mission-comparable organizations of similar size. This compensation is a component of the budget, which is reviewed and approved by the finance committee and also by the board as a whole.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, form 990 conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
American Orff-schulwerk Association
EIN
31-1110361
Phone
4406607329
Address
1284 SOM CENTER RD 264, MAYFIELD HTS, OH 44124

Signing Officer

Name
Tiffany English
Title
Executive Director
Phone
4406007329
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tiffany English
Formed
1978
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
4
Volunteers
125

Preparer

Firm
H & J Certified Public Accountants Inc
Address
7555 FREDLE DR STE 110, CONCORD, OH 44077
Preparer
Rolland B Standish
Phone
4409512997
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of american orff-shulwerk association is to demonstrate the value of orff-schulwerk and promote its widespread use; to support the professional development of our members; and to inspire and advocate for the creative potential of all learners.

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

The american orff-schulwerk association annual professional development conference offers continuing education opportunities to aosa membership to expand the teaching of the creative music and movement approach developed by carl orff and gunild keetman. Presented annually in november, the conference historically serves more than 1,000 registrants attending 120+ workshops,presentations, and performances. Conference attendees may also visit music education vendors to learn more about products and services relating to orff schulwerk. The fye 2024 aosa professional development conference was held in albuquerque, nm. Aosa provides digital/virtual training and resources via the aosa website. Aosa is committed to supporting a diverse and inclusive membership, promoting an understanding of issues of diversity and inclusion, and providing teaching and learning resources that respect, affirm, and protect the dignity and worth of all.

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

In partnership with approximately 100 chapters, the american orff-schulwerk association supports workshops that provide continuing education in orff schulwerk. These 250+ annual workshops are presented by approved aosa members. Additionally, aosa provides endorsement to more than 50 continuing education/certification programs presented by colleges, universities, school districts, and aosa chapters. A standing aosa-approved curriculum and aosa-sanctioned instructors are used by these programs to ensure membership receives consistent and equal training in the approach which can ultimately lead to aosa certification upon completion of the three levels of curriculum. Aosa also provides members access to a resource library containing various recordings, articles, lesson plans,and resources relating to teaching orff schulwerk in various settings. Through several endowments and organizational monies, grants are offered to aosa members to support attendance at levels courses or international orff schulwerk training opportunities, instrument purchase for the classroom use, and research activities. Finally, aosa chapters qualify for grants relating to their growth and needs in presenting the schulwerk in their community

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

Publications by the american orff-schulwerk association provide on-going materials, research, and information to promote the orff schulwerk approach to music and movement education. The print publication, the orff echo is a quarterly journal dedicated to providing research and practical knowledge relating to music education through the schulwerk. Reverberations is a bi-monthly electronic newsletter containing learning opportunities for classroom and community use. A monthly newsletter, the aosa essentials, keeps members informed of organizational activities while the aosa website/app/social media offers timely and relevant information to membership and the greater community regarding orff schulwerk and music education. Additional stand-alone publications are also produced to support the mission of promoting orff schulwerk to the greater community.

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

Research grant the research grant encourages research in varied applications of orff schulwerk, promoting the orff schulwerk philosophy and process. Awards up to 8,000 may be granted for selected research proposals. Research partnership grant the research partnership grant encourages collaborative research projects between a school music teacher as the primary investigator/team leader and a university-based researching teacher. Aosa's black,brown, indigenous, and asian outreach scholarship provides up to 1,400 funding for a person of a these backgrounds to attend the aosa professional development conference to receive training in orff-schulwerk.

Form 990, Part IX, Line 11G

Contract services 31,737 0 0 15,000 6,000 0 reallocation -5,701 0 0 orff echo/ dir contract services 56,280 0 0 total 97,316 6,000 0

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The intended use for the endowment funds is for various professional development scholarships or grants to purchase instruments and equipment. Details about these grants can be found here: http://aosa.org/resources/scholarships-and-grants/.

Schedule D, Page 3, Part X

The association is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (the "code") as a charitable organization whereby only unrelated business income, as defined by section 509(a)(2) of the code, is subject to federal income tax. Income from advertising in the orff echo is the association's primary source of unrelated business income. The association's policy is to record a liability for any tax position taken that is beneficial to the association, including penalties and interest, when it is more likely than not the position taken will be overturned by a taxing authority upon examination. Management believes there are no such positions as of june 30, 2024 and, accordingly, no liability has been accrued.

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IRS990/MissionDesc0THE MISSION OF AMERICAN ORFF-SHULWERK ASSOCIATION IS TO DEMONSTRATE THE VALUE OF ORFF-SCHULWERK AND PROMOTE ITS WIDESPREAD USE; TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF OUR MEMBERS; AND TO INSPIRE AND ADVOCATE FOR THE CREATIVE POTENTIAL OF ALL LEARNERS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0IN PARTNERSHIP WITH APPROXIMATELY 100 CHAPTERS, THE AMERICAN ORFF-SCHULWERK ASSOCIATION SUPPORTS WORKSHOPS THAT PROVIDE CONTINUING EDUCATION IN ORFF SCHULWERK. THESE 250+ ANNUAL WORKSHOPS ARE PRESENTED BY APPROVED AOSA MEMBERS. ADDITIONALLY, AOSA PROVIDES ENDORSEMENT TO MORE THAN 50 CONTINUING EDUCATION/CERTIFICATION PROGRAMS PRESENTED BY COLLEGES, UNIVERSITIES, SCHOOL DISTRICTS, AND AOSA CHAPTERS. A STANDING AOSA-APPROVED CURRICULUM AND AOSA-SANCTIONED INSTRUCTORS ARE USED BY THESE PROGRAMS TO ENSURE MEMBERSHIP RECEIVES CONSISTENT AND EQUAL TRAINING IN THE APPROACH WHICH CAN ULTIMATELY LEAD TO AOSA CERTIFICATION UPON COMPLETION OF THE THREE LEVELS OF CURRICULUM. AOSA ALSO PROVIDES MEMBERS ACCESS TO A RESOURCE LIBRARY CONTAINING VARIOUS RECORDINGS, ARTICLES, LESSON PLANS,AND RESOURCES RELATING TO TEACHING ORFF SCHULWERK IN VARIOUS SETTINGS. THROUGH SEVERAL ENDOWMENTS AND ORGANIZATIONAL MONIES, GRANTS ARE OFFERED TO AOSA MEMBERS TO SUPPORT ATTENDANCE AT LEVELS COURSES OR INTERNATIONAL ORFF SCHULWERK TRAINING OPPORTUNITIES, INSTRUMENT PURCHASE FOR THE CLASSROOM USE, AND RESEARCH ACTIVITIES. FINALLY, AOSA CHAPTERS QUALIFY FOR GRANTS RELATING TO THEIR GROWTH AND NEEDS IN PRESENTING THE SCHULWERK IN THEIR COMMUNITY
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IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLICATIONS BY THE AMERICAN ORFF-SCHULWERK ASSOCIATION PROVIDE ON-GOING MATERIALS, RESEARCH, AND INFORMATION TO PROMOTE THE ORFF SCHULWERK APPROACH TO MUSIC AND MOVEMENT EDUCATION. THE PRINT PUBLICATION, THE ORFF ECHO IS A QUARTERLY JOURNAL DEDICATED TO PROVIDING RESEARCH AND PRACTICAL KNOWLEDGE RELATING TO MUSIC EDUCATION THROUGH THE SCHULWERK. REVERBERATIONS IS A BI-MONTHLY ELECTRONIC NEWSLETTER CONTAINING LEARNING OPPORTUNITIES FOR CLASSROOM AND COMMUNITY USE. A MONTHLY NEWSLETTER, THE AOSA ESSENTIALS, KEEPS MEMBERS INFORMED OF ORGANIZATIONAL ACTIVITIES WHILE THE AOSA WEBSITE/APP/SOCIAL MEDIA OFFERS TIMELY AND RELEVANT INFORMATION TO MEMBERSHIP AND THE GREATER COMMUNITY REGARDING ORFF SCHULWERK AND MUSIC EDUCATION. ADDITIONAL STAND-ALONE PUBLICATIONS ARE ALSO PRODUCED TO SUPPORT THE MISSION OF PROMOTING ORFF SCHULWERK TO THE GREATER COMMUNITY.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0RESEARCH GRANT THE RESEARCH GRANT ENCOURAGES RESEARCH IN VARIED APPLICATIONS OF ORFF SCHULWERK, PROMOTING THE ORFF SCHULWERK PHILOSOPHY AND PROCESS. AWARDS UP TO 8,000 MAY BE GRANTED FOR SELECTED RESEARCH PROPOSALS. RESEARCH PARTNERSHIP GRANT THE RESEARCH PARTNERSHIP GRANT ENCOURAGES COLLABORATIVE RESEARCH PROJECTS BETWEEN A SCHOOL MUSIC TEACHER AS THE PRIMARY INVESTIGATOR/TEAM LEADER AND A UNIVERSITY-BASED RESEARCHING TEACHER. AOSA'S BLACK,BROWN, INDIGENOUS, AND ASIAN OUTREACH SCHOLARSHIP PROVIDES UP TO 1,400 FUNDING FOR A PERSON OF A THESE BACKGROUNDS TO ATTEND THE AOSA PROFESSIONAL DEVELOPMENT CONFERENCE TO RECEIVE TRAINING IN ORFF-SCHULWERK.
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