Civic Intelligence

National Automatic Merchandising Association

990 • Fiscal year 2020 • EIN 36-1520825

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

1777 N Kent St Suite 1010Arlington, VA 22209

(571) 390-0149

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.79x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.90x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

99th percentile

$1,165,740

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Asset Growth

94th percentile

47%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-2.7%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$9,340,766

Up $2,973,048 (+47%) from 2019

Net Assets

Up

$1,981,685

Up $1,235,443 (+166%) from 2019

Liabilities

Up

$7,359,081

Up $1,737,605 (+31%) from 2019

Revenue

Down

$8,136,574

Down $225,362 (-2.7%) from 2019

Expenses

Down

$7,200,395

Down $1,024,947 (-12%) from 2019

Net Income

Up

$936,179

Up $799,585 (+585%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2013: $5,192,874Liabilities 2013: $4,301,090Net Assets 2013: $891,7842013Assets 2014: $3,919,144Liabilities 2014: $4,293,307Net Assets 2014: -$374,1632014Assets 2015: $4,298,040Liabilities 2015: $5,111,669Net Assets 2015: -$813,6292015Assets 2016: $4,698,600Liabilities 2016: $5,508,278Net Assets 2016: -$809,6782016Assets 2017: $5,659,333Liabilities 2017: $5,074,794Net Assets 2017: $584,5392017Assets 2018: $5,767,725Liabilities 2018: $5,281,678Net Assets 2018: $486,0472018Assets 2019: $6,367,718Liabilities 2019: $5,621,476Net Assets 2019: $746,2422019Assets 2020: $9,340,766Liabilities 2020: $7,359,081Net Assets 2020: $1,981,6852020Assets 2021: $9,038,730Liabilities 2021: $5,584,693Net Assets 2021: $3,454,0372021Assets 2022: $12,404,149Liabilities 2022: $9,250,246Net Assets 2022: $3,153,9032022Assets 2023: $14,333,876Liabilities 2023: $9,698,151Net Assets 2023: $4,635,7252023Assets 2024: $16,011,515Liabilities 2024: $9,781,318Net Assets 2024: $6,230,1972024

Highlighted filing

2020

Assets$9,340,766
Liabilities$7,359,081
Net Assets$1,981,685

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2013: $5,966,380Expenses 2013: $6,239,921Net Income 2013: -$273,5412013Revenue 2014: $6,173,217Expenses 2014: $6,717,245Net Income 2014: -$544,0282014Revenue 2015: $6,304,522Expenses 2015: $6,388,496Net Income 2015: -$83,9742015Revenue 2016: $7,294,682Expenses 2016: $7,463,394Net Income 2016: -$168,7122016Revenue 2017: $8,418,111Expenses 2017: $7,166,268Net Income 2017: $1,251,8432017Revenue 2018: $7,935,071Expenses 2018: $7,693,307Net Income 2018: $241,7642018Revenue 2019: $8,361,936Expenses 2019: $8,225,342Net Income 2019: $136,5942019Revenue 2020: $8,136,574Expenses 2020: $7,200,395Net Income 2020: $936,1792020Revenue 2021: $6,619,737Expenses 2021: $5,804,148Net Income 2021: $815,5892021Revenue 2022: $7,859,737Expenses 2022: $7,240,336Net Income 2022: $619,4012022Revenue 2023: $8,363,745Expenses 2023: $7,548,603Net Income 2023: $815,1422023Revenue 2024: $9,716,479Expenses 2024: $8,297,725Net Income 2024: $1,418,7542024

Highlighted filing

2020

Revenue$8,136,574
Expenses$7,200,395
Net Income$936,179
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v4.1
Gross Receipts
$9,109,244
Mission and Program Overview

Mission

To provide advocacy, education, and research for its membership.

To provide advocacy, education, and research for its membership

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,828,537$3,127,370▲ $298,833
Savings and Temporary Cash Investments$416,016$1,596,713▲ $1,180,697
Land, Buildings, and Equipment, Net$137,571$1,029,489▲ $891,918
Accounts Receivable$525,676$981,903▲ $456,227
Prepaid Expenses and Deferred Charges$628,245$509,084▼ $119,161
Pledges and Grants Receivable$477,392$287,604▼ $189,788
Cash and Non-Interest-Bearing Accounts$126,593$252,025▲ $125,432
Inventories for Sale or Use$16,010$0▼ $16,010
Total Assets$6,367,718$9,340,766▲ $2,973,048
Other Assets Total$1,211,678$1,556,578▲ $344,900
Liabilities
Other Liabilities$2,893,685$4,225,128▲ $1,331,443
Deferred Revenue$2,233,866$2,618,106▲ $384,240
Accounts Payable and Accrued Expenses$493,925$365,947▼ $127,978
Unsecured Notes Loans Payable$0$149,900▲ $149,900
Total Liabilities$5,621,476$7,359,081▲ $1,737,605
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$746,242$1,658,008▲ $911,766
Net Assets With Donor Restrictions-$323,677-
Total Net Assets Fund Balance$746,242$1,981,685▲ $1,235,443
Total Liabilities and Net Assets / Fund Balance$6,367,718$9,340,766▲ $2,973,048

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$789,425$58,718$848,143
Other Land Buildings$240,064$146,159$386,223
Other Assets Org$31,496--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carla BalakgiePresident & CEOPT$754,867$119,437$874,304
Wayne Eric DellExecutive Vice PresidentFT$281,308$27,332$308,640
Donna RebeckCFO, SVP, Finance & OperationsFT$181,453$53,540$234,993
Sandra LarsonSr Director, Govt AffairsFT$133,370$34,944$168,314
Michael GoscinskiSr Director, External AffairsFT$118,335$15,144$133,479
Gloria GordilsDirector, FinanceFT$117,006$14,859$131,865
Ronilyn MooreVP, Public Rel (thru 6/2020)FT$105,696$2,840$108,536

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Precon DesignMeeting Production Services11910 PARKLAWN DRIVE SUITE T, Rockville, MD 20852$358,039
Howe & Hutton LtdLegal125 S WACKER DRIVE SUITE 2310, Chicago, IL 60606$114,789
Revenue and Support

Revenue Composition

Contributions and Grants
$88,830
Program Service Revenue
$7,785,179
Investment Income
$127,809
Other Revenue
$134,756
All Other Contributions
$83,205
Change in Net Assets
$936,179
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,103,392
Salaries, Compensation, and Employee Benefits$3,097,003
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$1,977,433
Current Officers, Directors, Trustees, and Key Employees---$1,717,288
Other Salaries and Wages---$842,470
Fees for Services Other---$573,513
Occupancy---$403,163
Pension Plan Contributions---$213,610
Depreciation Depletion---$176,432
Other Employee Benefits---$165,295
Payroll Taxes---$158,340
Information Technology---$152,991
Office Expenses---$139,804
Travel---$96,750
Fees for Services Legal---$76,929
Other Expenses---$65,017
Insurance---$50,710
Fees for Services Accounting---$30,575
Fees for Service Investment Mgmnt Fees---$23,856
All Other Expenses---$23,570
Advertising---$3,722
Interest---$2,791
Total Functional Expenses$0$0$0$7,200,395
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$432,318
Current Year Nondeductible Lobbying and Political Cost$120,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension Benefit Liability$1,671,793
Deferred Compensation Liability$1,525,082
Deferred Rent Credit$1,002,547
Deposits$20,236
Due to Nama Foundation$5,470
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
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 A, Line 6

The association has voting members and non-voting members. Non-voting members include international and student members. Voting members consist of industry-related operators, manufacturers, suppliers, distributors, brokers and other sustaining members. Each member, other than a student member, shall appoint an official representative who shall represent and act for the members in all affairs of the association, and in the case of voting members, shall vote for the member.

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

Voting members annually elect approximately one-third of the board of directors who each hold three-year terms. Voting members are also entitled to vote on questions put to a vote at the association's annual meeting or at special meetings, as provided under the by-laws.

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

Form 990 is not presented to the governing body prior to filing. No such review was or will be conducted. However, the chief financial officer performs a review of the form 990 prior to signing the return.

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

Each grade has a pay range, consisting of a minimum salary, a midpoint, and a maximum salary. Annual job performance evaluation rating, coupled with current salary position within a grade level (compa-ratio) determines the approximate amount of merit increase. Promotion and/or position change can also affect the grade level. Each year, the executive committee receives from the ceo a narrative of accomplishments versus goals (association-wide and personal), a report on the financial performance and status of the association and an update on current compensation. The committee also compares the ceo's compensation to other executive association compensation surveys. While the executive committee has been delegated authority to determine and implement ceo compensation changes, nonetheless, its findings and recommendation are presented to the full nama board for review, feedback and final approval. The results of this process are then shared with the ceo and compensation changes are implemented.

Form 990, Part VI, Section C, Line 19

The organization does not make these documents available to the public.

Filing and Contact Details

Filer

Filer Name
National Automatic Merchandising
EIN
36-1520825
Phone
5713900149
Address
1777 N KENT ST SUITE 1010, ARLINGTON, VA 22209
Doing Business As
Nama

Signing Officer

Name
Donna Rebeck
Title
CFO & VP, Finance & Ops
Phone
5713900149
Signed
2021-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carla Balakgie
Formed
1937
Legal Domicile
Il
Voting Board Members
25
Independent Board Members
25
Employees
23
Volunteers
30

Preparer

Firm
Rsm US Llp
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Sara Smith
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The audit oversight process has remained unchanged from the prior year.

Raw XML AppendixShowing 400 of 770 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.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
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IRS990/Form990PartVIISectionAGrp/PersonNm2DONNA REBECK
IRS990/Form990PartVIISectionAGrp/PersonNm3SANDRA LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL GOSCINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5GLORIA GORDILS
IRS990/Form990PartVIISectionAGrp/PersonNm6RONILYN MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm7JOSH ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm8JOE HESSLING
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IRS990/Form990PartVIISectionAGrp/PersonNm10LANCE WHORTON
IRS990/Form990PartVIISectionAGrp/PersonNm11GREG SIDWELL NCE5 CCS
IRS990/Form990PartVIISectionAGrp/PersonNm12BRADLEE WHITSON
IRS990/Form990PartVIISectionAGrp/PersonNm13BYRON BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm14CHUCK REED NCE5
IRS990/Form990PartVIISectionAGrp/PersonNm15DENNIS THORNTON
IRS990/Form990PartVIISectionAGrp/PersonNm16DEVIN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm17GREGORY MCCALL
IRS990/Form990PartVIISectionAGrp/PersonNm18JIM FROST
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN SEEBERGER NCE
IRS990/Form990PartVIISectionAGrp/PersonNm20KARALYNN MCDERMOTT
IRS990/Form990PartVIISectionAGrp/PersonNm21LARRY ATNIP
IRS990/Form990PartVIISectionAGrp/PersonNm22MICHAEL COFFEY
IRS990/Form990PartVIISectionAGrp/PersonNm23MICHAEL SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm24MIKE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm25NICKY GACOS
IRS990/Form990PartVIISectionAGrp/PersonNm26PATRICK HATCHER
IRS990/Form990PartVIISectionAGrp/PersonNm27PATRICK MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm28RICK BRINDLE
IRS990/Form990PartVIISectionAGrp/PersonNm29SCOTT HALLORAN
IRS990/Form990PartVIISectionAGrp/PersonNm30SYLVIA ROWE
IRS990/Form990PartVIISectionAGrp/PersonNm31TOM STEUBER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO, SVP, FINANCE & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3SR DIRECTOR, GOVT AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt4SR DIRECTOR, EXTERNAL AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR, FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP, PUBLIC REL (THRU 6/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
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IRS990/FormationYr01937
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IRS990/FSAuditedInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt09109244
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Filings

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