Civic Intelligence

Wellness and Prevention Foundation

EIN 47-2443093 • 501(c)3 • San Clemente, CA

Profile

See schedule o.mission: helping youth and families lead healthy and productive lives. The wellness & prevention center: san clemente provides school based therapeutic services that address the social and emotional needs of our youth. The center provides a safe place for students to discuss stressors and conflict while working on positive solutions. School wide programming and individual services are designed to encourage healthy coping mechanisms for the overwhelming demands on our local youth while promoting evidence based prevention models.the wellness & prevention center is the lead agency for the wellness & prevention coalition. The coalition uses long-term strategic planning to implement community-wise prevention interventions designed to rescue youth substance use, build developmental assets and strengthen families.

700 Avenida PicoSan Clemente, CA 92673

wpc-oc.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.10x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

97th percentile

226%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

26%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$997,253

Up $684,628 (+219%) from 2023

Liabilities

Up

$505,704

Up $473,154 (+1454%) from 2023

Net Assets

Up

$491,549

Up $211,474 (+76%) from 2023

Revenue

Up

$1,432,765

Up $631,247 (+79%) from 2023

Expenses

Up

$1,261,784

Up $648,077 (+106%) from 2023

Net Income

Down

$170,981

Down $16,830 (-9.0%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $9,859Liabilities 2016: $02016Assets 2017: $1,013Liabilities 2017: $02017Assets 2018: $29,061Liabilities 2018: $0Net Assets 2018: $29,0612018Assets 2019: $27,605Liabilities 2019: $0Net Assets 2019: $27,6052019Assets 2020: $89,468Liabilities 2020: $0Net Assets 2020: $89,4682020Assets 2021: $94,702Liabilities 2021: $0Net Assets 2021: $94,7022021Assets 2022: $96,013Liabilities 2022: $3,749Net Assets 2022: $92,2642022Assets 2023: $312,625Liabilities 2023: $32,550Net Assets 2023: $280,0752023Assets 2024: $997,253Liabilities 2024: $505,704Net Assets 2024: $491,5492024

Highlighted filing

2024

Assets$997,253
Liabilities$505,704
Net Assets$491,549

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $26,548Expenses 2016: $25,619Net Income 2016: $9292016Revenue 2017: $126,021Expenses 2017: $134,867Net Income 2017: -$8,8462017Revenue 2018: $162,808Expenses 2018: $134,760Net Income 2018: $28,0482018Revenue 2019: $218,773Expenses 2019: $220,229Net Income 2019: -$1,4562019Revenue 2020: $355,987Expenses 2020: $294,124Net Income 2020: $61,8632020Revenue 2021: $299,199Expenses 2021: $293,965Net Income 2021: $5,2342021Revenue 2022: $634,022Expenses 2022: $636,460Net Income 2022: -$2,4382022Revenue 2023: $801,518Expenses 2023: $613,707Net Income 2023: $187,8112023Revenue 2024: $1,432,765Expenses 2024: $1,261,784Net Income 2024: $170,9812024

Highlighted filing

2024

Revenue$1,432,765
Expenses$1,261,784
Net Income$170,981

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 21, 2025
Return Version
2023v6.0
Gross Receipts
$1,432,765
Mission and Program Overview

Mission

Mission: helping youth and families lead healthy and productive lives. The wellness & prevention center provides school based therapeutic services that address the social and emotional needs of our youth.the center provides a safe place for students to discuss stressors and conflict while working on positive solutions. School wide programming and individual services are designed to encourage healthy coping mechanisms for the overwhelming demands on our local youth while promoting evidence based prevention models. The wellness & prevention center is the lead agency for the wellness & prevention coalition. The coalition uses long-term strategic planning to implement community wide prevention interventions designed to rescue youth substance use, build developmental assets and strengthen families.

See schedule o.helping youth and families lead healthy and productive lives. The wellness & prevention center: san clemente provides school based therapeutic services that address the social and emotional needs of our youth. The center provides a safe place for students to discuss stressors and conflict while working on positive solutions. School wide programming and individual services are designed to encourage healthy coping mechanisms for the overwhelming demands on our local youth while promoting evidence based prevention models.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$269,636$418,213▲ $148,577
Savings and Temporary Cash Investments$39,971$414,110▲ $374,139
Pledges and Grants Receivable-$75,738-
Prepaid Expenses and Deferred Charges$3,018$26,063▲ $23,045
Total Assets$312,625$997,253▲ $684,628
Other Assets Total$0$63,129▲ $63,129
Liabilities
Deferred Revenue-$406,066-
Accounts Payable and Accrued Expenses$32,550$99,638▲ $67,088
Total Liabilities$32,550$505,704▲ $473,154
Net Assets / Fund Balance
Net Assets With Donor Restrictions$280,075$417,817▲ $137,742
Net Assets Without Donor Restrictions-$73,732-
Total Net Assets Fund Balance$280,075$491,549▲ $211,474
Total Liabilities and Net Assets / Fund Balance$312,625$997,253▲ $684,628

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$37,008--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan ParmeleeExecutive DirectorFT$87,176$87,176

Board Members and Trustees

NameTitle
William H CarsonPresident
Amanda SeifBoard Member
Aron MckayBoard Member
Charlene Underhill MillerBoard Member
Sue McnairSecretary
Mark MurphyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,423,104
Program Service Revenue
$0
Investment Income
$9,661
Other Revenue
$0
All Other Contributions
$237,920
Change in Net Assets
$170,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$913,446
Other Expenses$348,338
Total Fundraising Expense$3,042
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$726,452--$726,452
Office Expenses$91,438$7,131$107$98,676
Current Officers, Directors, Trustees, and Key Employees$87,176--$87,176
Advertising$70,072--$70,072
Payroll Taxes$63,875--$63,875
Fees for Services Other$34,521$3,000-$37,521
Other Employee Benefits$35,523$420-$35,943
Occupancy$28,540--$28,540
All Other Expenses$16,066$3,339-$19,405
Travel$14,368--$14,368
Other Expenses$13,198$7,626$2,610$10,236
Fees for Services Accounting$1,750$3,905-$5,655
Insurance$5,170--$5,170
Information Technology$4,211-$325$4,536
Conferences and Meetings$2,295--$2,295
Total Functional Expenses$1,233,321$25,421$3,042$1,261,784
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
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
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

A draft of the form 990 is reviewed and approved by the treasurer and managing director before the form 990 is filed.

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

The conflict of interest policy is incorporated in the organization's bylaws. The board is reminded to review the conflict of interest policy on an annual basis and are asked if they (the board member) are aware of any conflicts of interest as defined by the policy. This process is documented in the organization's minutes.

Form 990, Part VI, Section B, Line 15

Officer's and key employee's compensation is reviewed at least annually for reasonableness. The compensation is compared to other professionals/providers current compensation based on input from individuals/data in the healthcare field the organization is involved with.

Form 990, Part VI, Section C, Line 19

Other organization documents publicly available. The foundation's governing documents, conflict of interest policy, and financial statements are available for inspection at the foundation's offices.

Filing and Contact Details

Filer

Filer Name
Wellness and Prevention Foundation
EIN
47-2443093
Phone
9496499460
Address
700 AVENIDA PICO, SAN CLEMENTE, CA 92673

Signing Officer

Name
Mark Murphy
Title
Treasurer
Phone
9496499460
Signed
2025-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Parmelee
Formed
2014
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
15
Volunteers
32

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Eleanor a Livingston CPA Mst
Phone
9498529433
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IRS990/MissionDesc0SEE SCHEDULE O.MISSION: HELPING YOUTH AND FAMILIES LEAD HEALTHY AND PRODUCTIVE LIVES. THE WELLNESS & PREVENTION CENTER: SAN CLEMENTE PROVIDES SCHOOL BASED THERAPEUTIC SERVICES THAT ADDRESS THE SOCIAL AND EMOTIONAL NEEDS OF OUR YOUTH. THE CENTER PROVIDES A SAFE PLACE FOR STUDENTS TO DISCUSS STRESSORS AND CONFLICT WHILE WORKING ON POSITIVE SOLUTIONS. SCHOOL WIDE PROGRAMMING AND INDIVIDUAL SERVICES ARE DESIGNED TO ENCOURAGE HEALTHY COPING MECHANISMS FOR THE OVERWHELMING DEMANDS ON OUR LOCAL YOUTH WHILE PROMOTING EVIDENCE BASED PREVENTION MODELS. THE WELLNESS & PREVENTION CENTER IS THE LEAD AGENCY FOR THE WELLNESS & PREVENTION COALITION. THE COALITION USES LONG-TERM STRATEGIC PLANNING TO IMPLEMENT COMMUNITY-WIDE PREVENTION INTERVENTIONS DESIGNED TO RESCUE YOUTH SUBSTANCE USE, BUILD DEVELOPMENTAL ASSETS AND STRENGTHEN FAMILIES.
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IRS990/PYTotalExpensesAmt0613707
IRS990/PYTotalProfFndrsngExpnsAmt06864
IRS990/PYTotalRevenueAmt0801518
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0170981
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039971
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0414110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01423104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0801435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0149975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0274035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0337183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02985732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09744
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94870
IRS990ScheduleA/PublicSupportPY170Pct00.94890
IRS990ScheduleA/PublicSupportTotal170Amt02841793
IRS990ScheduleA/SubstantialContributorsTotAmt0143939
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01423104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0801435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0149975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0274035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0337183
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02985732
IRS990ScheduleA/TotalSupportAmt02995476
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt026121
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt137008
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CAPITALIZED LEASE ASSET
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt063129
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER AND MANAGING DIRECTOR BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS INCORPORATED IN THE ORGANIZATION'S BYLAWS. THE BOARD IS REMINDED TO REVIEW THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND ARE ASKED IF THEY (THE BOARD MEMBER) ARE AWARE OF ANY CONFLICTS OF INTEREST AS DEFINED BY THE POLICY. THIS PROCESS IS DOCUMENTED IN THE ORGANIZATION'S MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICER'S AND KEY EMPLOYEE'S COMPENSATION IS REVIEWED AT LEAST ANNUALLY FOR REASONABLENESS. THE COMPENSATION IS COMPARED TO OTHER PROFESSIONALS/PROVIDERS CURRENT COMPENSATION BASED ON INPUT FROM INDIVIDUALS/DATA IN THE HEALTHCARE FIELD THE ORGANIZATION IS INVOLVED WITH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE. THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE FOUNDATION'S OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0997253
IRS990/TotalAssetsGrp/BOYAmt0312625
IRS990/TotalAssetsGrp/EOYAmt0997253
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt015
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025421
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01233321
IRS990/TotalFunctionalExpensesGrp/TotalAmt01261784
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032550
IRS990/TotalLiabilitiesEOYAmt0505704
IRS990/TotalLiabilitiesGrp/BOYAmt032550
IRS990/TotalLiabilitiesGrp/EOYAmt0505704
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0280075
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0491549
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01233321
IRS990/TotalReportableCompFromOrgAmt087176
IRS990/TotalRevenueGrp/ExclusionAmt09661
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01432765
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt032
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0312625
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0997253
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt014368
IRS990/TravelGrp/TotalAmt014368
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SAN CLEMENTE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092673
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WPC-OC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09496499460
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLNESS AND PREVENTION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0472443093
ReturnHeader/Filer/PhoneNum09496499460
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 AVENIDA PICO
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 MAIN ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498529433
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELEANOR A LIVINGSTON CPA MST
ReturnHeader/ReturnTs02025-03-25T17:37:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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