Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2023 • EIN 51-0214689

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 14, 2023

3320 W Foster Ave 105Chicago, IL 60625

(847) 316-8925

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

58th percentile

8.0%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

11%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$607,444

Up $82,208 (+16%) from 2022

Net Assets

Up

$607,444

Up $82,208 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$666,932

Up $64,450 (+11%) from 2022

Expenses

Up

$613,775

Up $46,108 (+8.1%) from 2022

Net Income

Up

$53,157

Up $18,342 (+53%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $182,078Liabilities 2011: $6,235Net Assets 2011: $175,8432011Assets 2012: $208,972Liabilities 2012: $8,118Net Assets 2012: $200,8542012Assets 2013: $216,442Liabilities 2013: $8,200Net Assets 2013: $208,2422013Assets 2014: $239,226Liabilities 2014: $9,100Net Assets 2014: $230,1262014Assets 2015: $296,167Liabilities 2015: $0Net Assets 2015: $296,1672015Assets 2016: $347,625Liabilities 2016: $0Net Assets 2016: $347,6252016Assets 2017: $369,628Liabilities 2017: $0Net Assets 2017: $369,6282017Assets 2018: $390,291Liabilities 2018: $0Net Assets 2018: $390,2912018Assets 2019: $414,772Liabilities 2019: $0Net Assets 2019: $414,7722019Assets 2020: $483,682Liabilities 2020: $0Net Assets 2020: $483,6822020Assets 2021: $490,421Liabilities 2021: $0Net Assets 2021: $490,4212021Assets 2022: $525,236Liabilities 2022: $0Net Assets 2022: $525,2362022Assets 2023: $607,444Liabilities 2023: $0Net Assets 2023: $607,4442023Assets 2024: $633,669Liabilities 2024: $0Net Assets 2024: $633,6692024Assets 2025: $726,859Liabilities 2025: $0Net Assets 2025: $726,8592025

Highlighted filing

2023

Assets$607,444
Liabilities$0
Net Assets$607,444

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2011: $335,370Expenses 2011: $292,547Net Income 2011: $42,8232011Revenue 2012: $354,499Expenses 2012: $329,488Net Income 2012: $25,0112012Revenue 2013: $394,742Expenses 2013: $387,354Net Income 2013: $7,3882013Revenue 2014: $463,628Expenses 2014: $441,744Net Income 2014: $21,8842014Revenue 2015: $507,650Expenses 2015: $441,609Net Income 2015: $66,0412015Revenue 2016: $528,838Expenses 2016: $477,380Net Income 2016: $51,4582016Revenue 2017: $537,700Expenses 2017: $515,697Net Income 2017: $22,0032017Revenue 2018: $585,639Expenses 2018: $564,976Net Income 2018: $20,6632018Revenue 2019: $565,871Expenses 2019: $541,390Net Income 2019: $24,4812019Revenue 2020: $546,930Expenses 2020: $478,020Net Income 2020: $68,9102020Revenue 2021: $393,285Expenses 2021: $386,546Net Income 2021: $6,7392021Revenue 2022: $602,482Expenses 2022: $567,667Net Income 2022: $34,8152022Revenue 2023: $666,932Expenses 2023: $613,775Net Income 2023: $53,1572023Revenue 2024: $658,594Expenses 2024: $602,715Net Income 2024: $55,8792024Revenue 2025: $751,063Expenses 2025: $670,822Net Income 2025: $80,2412025

Highlighted filing

2023

Revenue$666,932
Expenses$613,775
Net Income$53,157
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$666,932
Mission and Program Overview

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$525,236$607,444▲ $82,208
Savings and Temporary Cash Investments$284,637$318,012▲ $33,375
Cash and Non-Interest-Bearing Accounts$232,848$285,751▲ $52,903
Land, Buildings, and Equipment, Net$7,750$3,680▼ $4,070
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$525,236$607,444▲ $82,208
Other Assets Total$1$1→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$525,236$607,444▲ $82,208
Total Liabilities and Net Assets / Fund Balance$525,236$607,444▲ $82,208

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,680$49,128$52,808
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mosier MackenzieDirector Chap. Housi
Keppler IsabelleExecutive Admin
CroweLauraFinacial Advis
CroweLauraFinancial Advis
Lico CatherinePanhellenic Del
Bell CourtneyVP of Diversity
Frome MariaVP of Finance
Horan AnnabelleVP of Health
Munn AveryVP of Marketing
Hoff AllisonVP of Mem. Recr
Schuman SkylarVP of New Memb.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$661,944
Investment Income
$4,988
Other Revenue
$0
Change in Net Assets
$53,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$613,775
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$308,070
All Other Expenses---$30,751
Office Expenses---$22,409
Other Expenses---$19,156
Fees for Services Accounting---$8,548
Conferences and Meetings---$6,665
Insurance---$4,643
Depreciation Depletion---$4,070
Total Functional Expenses$0$0$0$613,775
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.

Form 990, Part VI, Section C, Line 19

The organization provides its governing documents and financial statements to the public upon request.

Form 990, Part VI, Line 6 - Explanation of Members

Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at SCU.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at SCU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SCU,and have a sincere desire to contribute to the work of the Fraternity.

Form 990, Part VI, Line 7A - How Members or Shareholders Elect Governi

Members elect the Executive Board annually at a membership meeting.

Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
51-0214689
Phone
8473168925
Address
3320 W FOSTER AVE 105, CHICAGO, IL 60625

Signing Officer

Name
CroweLaura
Title
Finacial Advis
Signed
2023-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brekke Lenora
Formed
1976
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Tammy Trujillo EA
Address
310 Milazzo Court, El Dorado Hills, CA 95762
Preparer
Tammy Trujillo
Phone
5303508634
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

back dated deposit for philanthropy event = $29051

Form 990, Part III, Line 1 - Organization Mission

The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of Santa Clara University ("SCU").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.

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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/ProgramServiceRevenueGrp/Desc2International Dues
IRS990/ProgramServiceRevenueGrp/Desc3Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0209650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1321752
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230081
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3100461
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0209650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1321752
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230081
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3100461
IRS990/ProgSrvcAccomActy2Grp/Desc0The Organization put on an event to encourage donations to the Alpha Phi Foundation. The event was attended by all members, family members and alumni members. The event facilitated social interaction between the attendees and encouraged continued membership with the Organization.
IRS990/ProgSrvcAccomActy3Grp/Desc0The Organization held a formal event in the Spring season attended by all members and their guests.The formal event included transportation, dinner and dancing. The event encourages social interaction between members and continued membership with the Organization.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0194
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0567667
IRS990/PYProgramServiceRevenueAmt0602288
IRS990/PYRevenuesLessExpensesAmt034815
IRS990/PYTotalExpensesAmt0567667
IRS990/PYTotalRevenueAmt0602482
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt053157
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0525236
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0607444
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0284637
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0318012
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03680
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049128
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052808
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03680
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2back dated deposit for philanthropy event = $29051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of Santa Clara University ("SCU").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at SCU.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at SCU.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at SCU,and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Members elect the Executive Board annually at a membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0525236
IRS990/TotalAssetsEOYAmt0607444
IRS990/TotalAssetsGrp/BOYAmt0525236
IRS990/TotalAssetsGrp/EOYAmt0607444
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0613775
IRS990/TotalGrossUBIAmt04988
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0525236
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0607444
IRS990/TotalProgramServiceRevenueAmt0661944
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0661944
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0666932
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04988
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0525236
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0607444
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.scalphaphi.com/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CroweLaura
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finacial Advis
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA GAMMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0510214689
ReturnHeader/Filer/PhoneNum08473168925
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W FOSTER AVE 105
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832177268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tammy Trujillo EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 Milazzo Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum05303508634
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy Trujillo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-14T12:28:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CroweLaura
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CroweLaura
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.27$0.00$7.27$7.51$6.71$0.80
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$6.59$6.03$0.56
2023Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$6.67$6.14$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$6.02$5.68$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.00$4.90$3.93$3.87$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$5.47$4.78$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$5.66$5.41$0.24
2018Summary only. Only limited summary data is available for this year.$3.90$0.00$3.90$5.86$5.65$0.21
2017Summary only. Only limited summary data is available for this year.$3.70$0.00$3.70$5.38$5.16$0.22
2016Summary only. Only limited summary data is available for this year.$3.48$0.00$3.48$5.29$4.77$0.51
2015Summary only. Only limited summary data is available for this year.$2.96$0.00$2.96$5.08$4.42$0.66
2014Summary only. Only limited summary data is available for this year.$2.39$0.09$2.30$4.64$4.42$0.22
2013Summary only. Only limited summary data is available for this year.$2.16$0.08$2.08$3.95$3.87$0.07
2012Summary only. Only limited summary data is available for this year.$2.09$0.08$2.01$3.54$3.29$0.25
2011Summary only. Only limited summary data is available for this year.$1.82$0.06$1.76$3.35$2.93$0.43
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