Civic Intelligence

Shared Services Leadership Coalition

990 • Fiscal year 2022 • EIN 47-1379826

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

8300 Boone Boulevard Suite 500Vienna, VA 22182

(703) 867-0779

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.10x

Higher debt load relative to assets than 73% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.07x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

60th percentile

7.6%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

99th percentile

$180,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 44.3% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

1.4%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$277,973

Up $41,790 (+18%) from 2021

Net Assets

Up

$251,150

Up $30,987 (+14%) from 2021

Liabilities

Up

$26,823

Up $10,803 (+67%) from 2021

Revenue

Up

$406,190

Up $5,447 (+1.4%) from 2021

Expenses

Up

$375,203

Up $82,406 (+28%) from 2021

Net Income

Down

$30,987

Down $76,959 (-71%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $66,152Liabilities 2015: $65,0002015Assets 2016: $74,153Liabilities 2016: $57,219Net Assets 2016: $16,9342016Assets 2017: $89,389Liabilities 2017: $72,500Net Assets 2017: $16,8892017Assets 2018: $108,070Liabilities 2018: $95,3002018Assets 2019: $91,647Liabilities 2019: $50,000Net Assets 2019: $41,6472019Assets 2020: $205,442Liabilities 2020: $93,225Net Assets 2020: $112,2172020Assets 2021: $236,183Liabilities 2021: $16,020Net Assets 2021: $220,1632021Assets 2022: $277,973Liabilities 2022: $26,823Net Assets 2022: $251,1502022Assets 2023: $181,404Liabilities 2023: $72,760Net Assets 2023: $108,6442023Assets 2024: $104,698Liabilities 2024: $26,193Net Assets 2024: $78,5052024

Highlighted filing

2022

Assets$277,973
Liabilities$26,823
Net Assets$251,150

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $50,012Expenses 2015: $72,417Net Income 2015: -$22,4052015Revenue 2016: $131,622Expenses 2016: $115,840Net Income 2016: $15,7822016Revenue 2017: $196,645Expenses 2017: $196,690Net Income 2017: -$452017Revenue 2018: $182,139Expenses 2018: $186,258Net Income 2018: -$4,1192018Revenue 2019: $224,687Expenses 2019: $195,810Net Income 2019: $28,8772019Revenue 2020: $448,702Expenses 2020: $378,132Net Income 2020: $70,5702020Revenue 2021: $400,743Expenses 2021: $292,797Net Income 2021: $107,9462021Revenue 2022: $406,190Expenses 2022: $375,203Net Income 2022: $30,9872022Revenue 2023: $278,150Expenses 2023: $420,656Net Income 2023: -$142,5062023Revenue 2024: $346,477Expenses 2024: $376,616Net Income 2024: -$30,1392024

Highlighted filing

2022

Revenue$406,190
Expenses$375,203
Net Income$30,987
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$406,190
Mission and Program Overview

Mission

The shared services leadership coalition's (sslc) mission is to advocate and support through educational, technical assistance and advocacy programs the accelerated implementation of modernized shared service business models in government on behalf of the public interest in improving government efficiency and effectiveness.

To provide educational and government relations support for legislation and assertive executive branch actions to accelerate shared services implementation in the federal government.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$199,126$249,654▲ $50,528
Cash and Non-Interest-Bearing Accounts$20,026$23,621▲ $3,595
Accounts Receivable$10,300$0▼ $10,300
Prepaid Expenses and Deferred Charges$3,643$1,610▼ $2,033
Total Assets$236,183$277,973▲ $41,790
Other Assets Total$3,088$3,088→ $0
Liabilities
Deferred Revenue$15,000$22,500▲ $7,500
Accounts Payable and Accrued Expenses$1,020$4,323▲ $3,303
Total Liabilities$16,020$26,823▲ $10,803
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$220,163$251,150▲ $30,987
Total Net Assets Fund Balance$220,163$251,150▲ $30,987
Total Liabilities and Net Assets / Fund Balance$236,183$277,973▲ $41,790
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John MarshallFounder, CEO & Board MembeFT$144,000$36,000$180,000

Board Members and Trustees

NameTitle
Ayesha RahmanBoard Member
Ginger CrawfordBoard Member
Gretchen MccrackenBoard Member
Hans JaegerBoard Member
Joe DefeeBoard Member
Kerry CanfieldBoard Member
Rob BurtonBoard Member
Scott QuehlBoard Member
Steve GoodrichBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$406,070
Investment Income
$28
Other Revenue
$92
Change in Net Assets
$30,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$191,276
Other Expenses$183,927
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$180,000
Conferences and Meetings---$85,056
Fees for Services Lobbying---$30,000
Fees for Services Management---$30,000
Fees for Services Other---$16,282
Payroll Taxes---$11,276
Information Technology---$8,603
Office Expenses---$5,697
Insurance---$2,872
Occupancy---$1,221
Other Expenses---$50
Total Functional Expenses$0$0$0$375,203
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
Current Year Nondeductible Lobbying and Political Cost$3,683
Total Nondeductible Lobbying and Political Cost$3,683
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

Sslc currently has 23 dues-paying members of which 8 members have voting seats on the board of directors.

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

Each member may cast one (1) vote for any one (1) candidate and may not cast more votes than the number of vacancies to be filled on the governing body.

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

Each member shall be entitled to one (1) vote on each matter submitted to a vote of the membership. Matters include electing officers and directors as well as bylaw changes.

Form 990, Part VI, Section A, Line 8B

Sslc created a "business affairs committee" in early 2021.

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

The coalition provided a complete copy of the form 990 to all members of the governing body before filing the 990 with the irs.

Form 990, Part VI, Section B, Line 12

The conflict of interest policy requires board members to self-certify annually that they understand and agree to abide by the policy. Board members are required to advise the ceo if they perceive real or potential conflicts that arise in connection to their board responsibilities during the year, and to work with the ceo to implement mitigation actions, as appropriate.

Form 990, Part VI, Section B, Line 15

In 2021 and previous years, the board reviewed and approved the ceo's and the government affairs executive's (john duncan's) compensation based on data from previous years and the coalition's performance. In early 2021, a business affairs committee of the board was created to review employee engagement and compensation practices. In light of sslc's growth and more stable revenue projections, the ceo position transitioned from a contractor (1099) employee to a direct hire employee starting in 2022. The ceo is now engaged on a more formalized employment agreement. Compensation is based on historical compensation and future performance of sslc.

Form 990, Part VI, Section C, Line 19

The form 990 and governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Shared Services Leadership Coalition
EIN
47-1379826
Phone
7038670779
Address
8300 BOONE BOULEVARD SUITE 500, VIENNA, VA 22182

Signing Officer

Name
John Marshall
Title
Founder & CEO
Phone
7038670779
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Marshall
Formed
2014
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
9
Employees
1
Volunteers
0

Preparer

Firm
Lanigan Ryan Pc
Address
9841 WASHINGTONIAN BLVD SUITE 300, GAITHERSBURG, MD 20878
Preparer
Jason Mills CPA
Phone
3012588900
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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/TitleTxt0FOUNDER, CEO & BOARD MEMBE
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IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt03683
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt03683
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-76302
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0144000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt036000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN MARSHALL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FOUNDER, CEO & BOARD MEMBE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0180000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0JOHN MARSHALL'S COMPENSATION IS REPORTED UNDER COMPENSATION OF OFFICERS FORM 990 PAGE 7. JOHN MARSHALL IS THE FOUNDER AND CEO OF THE ORGANIZATION SINCE INCEPTION. HE DEDICATES AN AVERAGE OF 40 HOURS PER WEEK IN ACTIVITIES RELATED TO THE PURPOSE OF THE ENTITY.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 8
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SSLC CURRENTLY HAS 23 DUES-PAYING MEMBERS OF WHICH 8 MEMBERS HAVE VOTING SEATS ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER MAY CAST ONE (1) VOTE FOR ANY ONE (1) CANDIDATE AND MAY NOT CAST MORE VOTES THAN THE NUMBER OF VACANCIES TO BE FILLED ON THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER SHALL BE ENTITLED TO ONE (1) VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERSHIP. MATTERS INCLUDE ELECTING OFFICERS AND DIRECTORS AS WELL AS BYLAW CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SSLC CREATED A "BUSINESS AFFAIRS COMMITTEE" IN EARLY 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COALITION PROVIDED A COMPLETE COPY OF THE FORM 990 TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING THE 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO SELF-CERTIFY ANNUALLY THAT THEY UNDERSTAND AND AGREE TO ABIDE BY THE POLICY. BOARD MEMBERS ARE REQUIRED TO ADVISE THE CEO IF THEY PERCEIVE REAL OR POTENTIAL CONFLICTS THAT ARISE IN CONNECTION TO THEIR BOARD RESPONSIBILITIES DURING THE YEAR, AND TO WORK WITH THE CEO TO IMPLEMENT MITIGATION ACTIONS, AS APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IN 2021 AND PREVIOUS YEARS, THE BOARD REVIEWED AND APPROVED THE CEO'S AND THE GOVERNMENT AFFAIRS EXECUTIVE'S (JOHN DUNCAN'S) COMPENSATION BASED ON DATA FROM PREVIOUS YEARS AND THE COALITION'S PERFORMANCE. IN EARLY 2021, A BUSINESS AFFAIRS COMMITTEE OF THE BOARD WAS CREATED TO REVIEW EMPLOYEE ENGAGEMENT AND COMPENSATION PRACTICES. IN LIGHT OF SSLC'S GROWTH AND MORE STABLE REVENUE PROJECTIONS, THE CEO POSITION TRANSITIONED FROM A CONTRACTOR (1099) EMPLOYEE TO A DIRECT HIRE EMPLOYEE STARTING IN 2022. THE CEO IS NOW ENGAGED ON A MORE FORMALIZED EMPLOYMENT AGREEMENT. COMPENSATION IS BASED ON HISTORICAL COMPENSATION AND FUTURE PERFORMANCE OF SSLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE FORM 990 AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0236183
IRS990/TotalAssetsEOYAmt0277973
IRS990/TotalAssetsGrp/BOYAmt0236183
IRS990/TotalAssetsGrp/EOYAmt0277973
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0375203
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016020
IRS990/TotalLiabilitiesEOYAmt026823
IRS990/TotalLiabilitiesGrp/BOYAmt016020
IRS990/TotalLiabilitiesGrp/EOYAmt026823
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0220163
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0251150
IRS990/TotalOtherCompensationAmt036000
IRS990/TotalProgramServiceRevenueAmt0406070
IRS990/TotalReportableCompFromOrgAmt0144000
IRS990/TotalRevenueGrp/ExclusionAmt0120
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0406070
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0406190
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236183
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0277973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08300 BOONE BOULEVARD SUITE 500
IRS990/USAddress/CityNm0VIENNA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022182
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SHAREDSERVICESNOW.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07038670779
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED SERVICES LEADERSHIP COALITION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0471379826
ReturnHeader/Filer/PhoneNum07038670779
ReturnHeader/Filer/USAddress/AddressLine1Txt08300 BOONE BOULEVARD SUITE 500
ReturnHeader/Filer/USAddress/CityNm0VIENNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022182
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521259972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANIGAN RYAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09841 WASHINGTONIAN BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020878
ReturnHeader/PreparerPersonGrp/PhoneNum03012588900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON MILLS CPA
ReturnHeader/ReturnTs02023-05-15T11:48:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARSHALL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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