Civic Intelligence

White Bear Area Emergency Food Shelf

EIN 41-1459604 • 501(c)3 • White Bear Lake, MN

Profile

To provide food and support to our neighbors in need.

1884 Whitaker StreetWhite Bear Lake, MN 55110

www.whitebearfoodshelf.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

31st percentile

-3.5%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

70th percentile

$107,068

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

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

Asset Growth

16th percentile

-10%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Down

$1,287,729

Down $144,559 (-10%) from 2023

Liabilities

Up

$104,472

Up $3,703 (+3.7%) from 2023

Net Assets

Down

$1,183,257

Down $148,262 (-11%) from 2023

Revenue

Up

$4,295,971

Up $882,032 (+26%) from 2023

Expenses

Up

$4,448,375

Up $1,197,752 (+37%) from 2023

Net Income

Down

-$152,404

Down $315,720 (-193%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $257,367Liabilities 2011: $2,309Net Assets 2011: $255,0582011Assets 2012: $299,609Liabilities 2012: $16,315Net Assets 2012: $283,2942012Assets 2013: $610,114Liabilities 2013: $11,457Net Assets 2013: $598,6572013Assets 2014: $786,579Liabilities 2014: $7,609Net Assets 2014: $778,9702014Assets 2015: $852,674Liabilities 2015: $8,145Net Assets 2015: $844,5292015Assets 2016: $966,213Liabilities 2016: $6,908Net Assets 2016: $959,3052016Assets 2017: $984,536Liabilities 2017: $0Net Assets 2017: $984,5362017Assets 2018: $1,029,740Liabilities 2018: $2,063Net Assets 2018: $1,027,6772018Assets 2019: $1,031,335Liabilities 2019: $0Net Assets 2019: $1,031,3352019Assets 2020: $1,283,570Liabilities 2020: $7,140Net Assets 2020: $1,276,4302020Assets 2021: $1,464,332Liabilities 2021: $25,541Net Assets 2021: $1,438,7912021Assets 2022: $1,197,479Liabilities 2022: $30,437Net Assets 2022: $1,167,0422022Assets 2023: $1,432,288Liabilities 2023: $100,769Net Assets 2023: $1,331,5192023Assets 2024: $1,287,729Liabilities 2024: $104,472Net Assets 2024: $1,183,2572024

Highlighted filing

2024

Assets$1,287,729
Liabilities$104,472
Net Assets$1,183,257

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $446,108Expenses 2011: $427,381Net Income 2011: $18,7272011Expenses 2012: $486,1302012Revenue 2013: $734,759Expenses 2013: $513,252Net Income 2013: $221,5072013Revenue 2014: $858,853Expenses 2014: $678,540Net Income 2014: $180,3132014Revenue 2015: $840,400Expenses 2015: $774,841Net Income 2015: $65,5592015Revenue 2016: $982,771Expenses 2016: $867,995Net Income 2016: $114,7762016Revenue 2017: $1,080,515Expenses 2017: $1,055,284Net Income 2017: $25,2312017Revenue 2018: $1,265,312Expenses 2018: $1,222,171Net Income 2018: $43,1412018Revenue 2019: $1,267,552Expenses 2019: $1,263,894Net Income 2019: $3,6582019Revenue 2020: $1,072,437Expenses 2020: $857,454Net Income 2020: $214,9832020Revenue 2021: $1,576,992Expenses 2021: $1,414,631Net Income 2021: $162,3612021Revenue 2022: $2,098,551Expenses 2022: $2,366,523Net Income 2022: -$267,9722022Revenue 2023: $3,413,939Expenses 2023: $3,250,623Net Income 2023: $163,3162023Revenue 2024: $4,295,971Expenses 2024: $4,448,375Net Income 2024: -$152,4042024

Highlighted filing

2024

Revenue$4,295,971
Expenses$4,448,375
Net Income-$152,404

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.10$1.18$4.30$4.45$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.10$1.33$3.41$3.25$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.03$1.17$2.10$2.37$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.03$1.44$1.58$1.41$0.16
2020Summary only. Only limited summary data is available for this year.$1.28$0.01$1.28$1.07$0.86$0.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$1.27$1.26$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$1.27$1.22$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$1.08$1.06$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.01$0.96$0.98$0.87$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.01$0.84$0.84$0.77$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.01$0.78$0.86$0.68$0.18
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.61$0.01$0.60$0.73$0.51$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.02$0.28$0.49
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.45$0.43$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 18, 2025
Return Version
2023v6.0
Gross Receipts
$4,337,987
Mission and Program Overview

Mission

To provide food and support to our neighbors in need.

White bear area food shelf (wbafs) provides food and support to neighbors in need. Since 1977, wbafs has been a trusted safety-net organization, offering nutritious and culturally connected food through various programs, including curbside pick-up, community market, senior mobile markets, free produce markets, and kidpack elementary backpack program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$339,330$648,487▲ $309,157
Cash and Non-Interest-Bearing Accounts$948,076$484,169▼ $463,907
Inventories for Sale or Use$56,667$68,042▲ $11,375
Accounts Receivable-$9,208-
Prepaid Expenses and Deferred Charges$5,728$8,267▲ $2,539
Total Assets$1,432,288$1,287,729▼ $144,559
Other Assets Total$82,487$69,556▼ $12,931
Liabilities
Accounts Payable and Accrued Expenses$34,830$59,502▲ $24,672
Other Liabilities$65,939$44,970▼ $20,969
Total Liabilities$100,769$104,472▲ $3,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,119,334$1,179,460▲ $60,126
Net Assets With Donor Restrictions$212,185$3,797▼ $208,388
Total Net Assets Fund Balance$1,331,519$1,183,257▼ $148,262
Total Liabilities and Net Assets / Fund Balance$1,432,288$1,287,729▼ $144,559

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$590,195$159,742$749,937
Equipment$58,292$142,571$200,863
Other Assets Org$43,332--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Perry PetersenExecutive DirectorFT$86,202$20,866$107,068

Board Members and Trustees

NameTitle
Dan PerryChair
Tina VolpeChair Emeritus
David SwansonVice Chair
Briana SantoscoyDirector
Caley LongendykeDirector
Dan WachtlerDirector
Mark MillerDirector
Megan Fairchild AndersonDirector
Pakou YangDirector
Sheila KellyDirector
Tom HorakDirector
Jessica EngmanSecretary
Rev Margaret ThorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,219,073
Program Service Revenue
$0
Investment Income
$35,118
Other Revenue
$41,780
All Other Contributions
$4,091,990
Change in Net Assets
$-152,404

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory1,573,229$3,020,599$1.92 PER POUND OF FOOD
Total Noncash Contributions1,573,229$3,020,599-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,337,987
Revenue Not Reported on Financial Statements
$-42,016
Revenue Not Reported on Form 990
$42,092
Other Revenue Adjustments
$-42,016
Total Revenue per Audited Statements
$4,380,079
Total Revenue per Form 990
$4,295,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,277,003
Salaries, Compensation, and Employee Benefits$860,912
Other Expenses$280,482
Total Fundraising Expense$64,393
Professional Fundraising Fees$29,978

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$3,277,003--$3,277,003
Other Salaries and Wages$468,838$102,183$30,054$601,075
Other Employee Benefits$83,176$18,131$5,332$106,639
Current Officers, Directors, Trustees, and Key Employees$67,238$14,654$4,310$86,202
Office Expenses$31,281$30,920$8,552$70,753
Depreciation Depletion$60,564$5,501$1,829$67,894
Payroll Taxes$42,831$9,334$2,745$54,910
Fees for Services Professional Fundraising--$29,978$29,978
Occupancy$22,421$2,038$677$25,136
Fees for Services Accounting-$16,378-$16,378
Other Expenses$211$110$13,824$14,145
Insurance$10,302$2,075$206$12,583
Pension Plan Contributions$9,430$2,052$604$12,086
Information Technology$727$11,230-$11,957
Advertising$1,002$1,316$1,933$4,251
Fees for Services Management-$384-$384
All Other Expenses$4,433$3,497$-38,762$-30,832
Total Functional Expenses$4,153,023$230,959$64,393$4,448,375

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,528,341
Expenses per Audited Statements$4,448,375
Total Expenses per Form 990$4,448,375
Expenses Not Reported on Form 990$79,966
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$83,796
Fundraising Direct Expenses$42,016
Professional Fundraising Fees$29,978

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$58,199$46,320$4,330$41,990
Give a Gobble$40,079$39,621$145$39,476
Total Events$130,065$114,578$42,015$72,563
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$44,970
Governance and Compliance

Governance Checklist

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

The form 990 is reviewed by the finance committee and then recommended to the board of directors for approval. Copies of the draft and finalized version are provided to the board of directors.

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

The governace committee annually reviews the disclosure forms signed by board members and the executive director.

Form 990, Part VI, Section B, Line 15

The executive committee reviewed salaries of comparable positions compiled by the minnesota council of nonprofits and determined the executive director's salary based on that information and the tenure and experience of the executive director.

Form 990, Part VI, Section C, Line 19

Public documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
White Bear Area Food Shelf
EIN
41-1459604
Phone
6514075310
Address
1884 WHITAKER STREET, WHITE BEAR LAKE, MN 55110

Signing Officer

Name
Perry Petersen
Title
Executive Director
Phone
6514075310
Signed
2025-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Perry
Formed
1983
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
14
Volunteers
2,610

Preparer

Firm
Lewis & Mount LLC
Address
5151 EDINA INDUSTRIAL BLVD STE 250, EDINA, MN 55439
Preparer
Chris Lewis CPA
Phone
9528546262
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code, therefore, the statements do not include a provision for income taxes but is subject to income tax on net unrelated business income. The organization has no unrelated business income tax in 2024 and 2023. The organization reviews income tax positions taken or expected to be taken in income tax returns to determine if there are any income tax uncertainties. This includes positions that the entity is exempt from income taxes or not subject to income taxes on unrelated business income. The organization recognizes tax benefits from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by taxing authorities, based on the technincal merits of the positions. The organization has identified no significant income tax uncertainities. The organization files information returns as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the irs.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses of fundraising events -42,016.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses of fundraising events 42,016.

Raw XML AppendixShowing 400 of 577 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/ActivityOrMissionDesc0WHITE BEAR AREA FOOD SHELF (WBAFS) PROVIDES FOOD AND SUPPORT TO NEIGHBORS IN NEED. SINCE 1977, WBAFS HAS BEEN A TRUSTED SAFETY-NET ORGANIZATION, OFFERING NUTRITIOUS AND CULTURALLY CONNECTED FOOD THROUGH VARIOUS PROGRAMS, INCLUDING CURBSIDE PICK-UP, COMMUNITY MARKET, SENIOR MOBILE MARKETS, FREE PRODUCE MARKETS, AND KIDPACK ELEMENTARY BACKPACK PROGRAM.
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PERRY PETERSEN
IRS990/BooksInCareOfDetail/PhoneNum06514075310
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01884 WHITAKER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHITE BEAR LAKE
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IRS990/Desc0SINCE 1977, THE WHITE BEAR AREA FOOD SHELF HAS SERVED AS A CRITICAL RESOURCE FOR FAMILIES EXPERIENCING FOOD INSECURITY IN THE WHITE BEAR AREA. WE WORK TO ELIMINATE BARRIERS THAT TRADITIONALLY LIMIT ACCESS TO HEALTHY FOOD FOR FAMILIES LIVING ON A FIXED OR LOW INCOME. THE FOOD AND SUPPORT NEEDS IN OUR COMMUNITY CONTINUE TO GROW EXPONENTIALLY. DUE TO RISING COSTS OF LIVING, THE NUMBER OF PEOPLE UTILIZING THE WHITE BEAR AREA FOOD SHELF HAS TRIPLED IN THE LAST 5 YEARS. FOOD INSECURITY RATES HAVE REACHED HISTORIC HIGHS ACROSS THE STATE OF MINNESOTA. TO TACKLE THIS CHALLENGE, THE WHITE BEAR AREA FOOD SHELF HAS BEEN LISTENING TO THE COMMUNITY AND EVOLVING ITS PROGRAMS FOR TODAY AND FAR INTO THE FUTURE.IN 2024, THE WHITE BEAR AREA FOOD SHELF OPENED A SECOND LOCATION CALLED THE COMMUNITY MARKET. THIS WALK-IN, NO APPOINTMENT REQUIRED GROCERY MARKET AND RESOURCE HUB IS LOCATED IN A CENTRAL AND CONVENIENT LOCATION WITH AMPLE PARKING. FOOD OFFERINGS, INCLUDING FRESH PRODUCE, FROZEN MEAT, BAKERY AND DELI FAVORITES VARY DAILY AND ARE COLLECTED FROM NINE LOCAL GROCERY STORES. THE WHITE BEAR AREA FOOD SHELF CONTINUES TO ADAPT ITS PROGRAMMING TO COMMUNITY NEEDS.CURBSIDE PICK-UP: OPEN 5 DAYS/WEEK, PROVIDED FRESH, FROZEN AND STAPLE GROCERIES TO AN AVERAGE OF 177 VISITORS PER MARKET. - COMMUNITY MARKET & RESOURCE HUB: OPENED IN JANUARY 2024, THE FREE GROCERY MARKET SERVED AN AVERAGE OF 139 VISITORS PER MARKET IN FY24, FOUR DAYS/WEEK. THE ONSITE RESOURCE HUB HOSTS SOCIAL SERVICE PROVIDERS OFFERING DIRECT ASSISTANCE. - SENIOR MOBILE MARKETS PROVIDED FRESH GROCERIES TO THREE SENIOR HOUSING FACILITIES TO OVER 90 LOW-INCOME SENIORS MONTHLY. -SUMMER WEEKLY FREE PRODUCE MARKETS SERVED 11,550 INDIVIDUALS IN FY24. - SCHOOLS: *COLLEGE POP-UP GROCERY MARKETS SERVED AVERAGE OF 203 STUDENTS MONTHLY DURING THE SCHOOL YEAR. *KIDPACK ELEMENTARY BACKPACK PROGRAM PROVIDED 300 ELEMENTARY STUDENTS WITH WEEKEND FOOD PACKS WEEKLY THROUGHOUT THE SCHOOL YEAR. *SCHOOL PANTRIES SUPPLIED HIGH-PROTEIN SNACKS AND GROCERY STAPLES TO THREE HIGH SCHOOLS AND TWO MIDDLE SCHOOLS. "IT RELIEVES SO MUCH STRESS IN MY LIFE. I DON'T HAVE TO CHOOSE BETWEEN BILLS OR FOOD. IT ALSO ALLOWS ME TO MAKE AND EAT NUTRITIONAL MEALS." WHITE BEAR AREA FOOD SHELF CLIENTTHE FOOD SHELF IMPACT OVER THE PAST 5 YEARSCHART OF VISITS PER YEAR2020 22,0092021 26,5982022 33,8572023 43,7052024 66,749INDIVIDUALS SERVED BY AGE-38% CHILDREN (0-17)-50% ADULTS (18-64)-12% SENIORS (65+)"MY TWIN DAUGHTERS JUST GRADUATED FROM HIGH SCHOOL AND WERE ACCEPTED TO NURSING/PSHYCHOLOGY PROGRAMS. I ATTRIBUTE THEIR GREAT SUCCESS TO HAVING FOOD ON THE TABLE FOR DINNER AND NUTRITIOUS OPTIONS FOR VEGGIES AND FRUITS. THANKS TO THE FOOD SHELF FOR HELPING MAKE THIS HAPPEN FOR OUR FAMILY." WHITE BEAR AREA SHELF CLIENTCAREWHITE BEAR AREA FOOD SHELF PROVIDES FRESH, HIGH QUALITY, CULTURALLY CONNECTED FOOD AND INNOVATIVE PROGRAMS. THE CURBSIDE DELIVERY PROGRAM OFFERS UP TO 60 CHOICES EACH DAY INCLUDING FROZEN MEATS, FRESH PRODUCE, DAIRY, DELI, BAKERY, DRY GOODS, AND HYGIENE ITEMS. NEIGHBORS SELECT THEIR CHOICES FROM AN ORDER FORM AND WAIT IN THE CONVENIENCE OF THEIR CARS WHILE VOLUNTEERS SHOP, PACK, AND BRING THE GROCERIES OUT TO CARS.CURBSIDE PICKUP- 932,284 POUNDS OF GROCERIES DISTRIBUTED. 3% INCREASE OVER 2022- TOTAL VISITS UP 22% TO 28,656- TOTAL INDIVIDUALS SERVED UP 24% TO 113,176"WE ARE EATING IN A WAY WE NEVER COULD WITHOUT YOU. WE ARE VERY GRATEFUL." WHITE BEAR AREA FOOD SHELF CLIENTMOBILE MARKETS BRING FRESH GROCERIES DIRECTLY TO COMMUNITIES TO MEET SPECIFIC NEEDS, LIKE POP-UP GROCERY MARKETS AT CENTURY COLLEGE AND SENIOR LIVING APARTMENT BUILDINGS FOR STUDENTS AND SENIORS ON LIMITED INCOME, WEEKLY BACKPACK SUPPLEMENTAL FOOD PACKS FOR ELEMENTARY CHILDREN, AND SUMMER FREE PRODUCE MARKETS AT VARIOUS LOCATIONS THROUGHOUT THE COMMUNITY. IN COLLABORATION WITH VALLEY OUTREACH AND CHRISTIAN CUPBOARD, THE DELIVERY PROGRAM DELIVERS FRESH GROCERIES TO INDIVIDUALS TRANSPORTATION CHALLENGES.MOBILE MARKETS- 168,823 POUNDS OF GROCERIES DISTRIBUT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990/FormationYr01983
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0GWBLCF
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OPERATING LEASE RIGHT-OF-USE ASSET
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