Civic Intelligence

Cna Corporation

EIN 54-1558882 • 501(c)3 • Arlington, VA

Profile

Cna is a non-profit research organization that operates the center for naval analyses, a federally funded research center that has supported the navy and marine corps for nearly seventy years, and the institute for public research that provides support to a broad range of government clients in education, health care and public health, homeland security, human capital management and air traffic management. Cna specializes in objective, empirical research and analysis to help decision makers develop sound policies, make better-informed decisions, and manage programs more effectively.

3003 Washington BoulevardArlington, VA 22201

www.cna.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.61x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.65x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

40th percentile

1.3%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$813,045

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

94th percentile

46%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

44th percentile

4.9%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Assets

Up

$160,722,981

Up $85,228,982 (+113%) from 2022

Liabilities

Up

$98,577,206

Up $73,882,033 (+299%) from 2022

Net Assets

Up

$62,145,775

Up $11,346,949 (+22%) from 2022

Revenue

Up

$151,734,291

Up $13,758,382 (+10.0%) from 2022

Expenses

Up

$149,817,911

Up $9,780,511 (+7.0%) from 2022

Net Income

Up

$1,916,380

Up $3,977,871 (+193%) from 2022

Trend Graphs

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $52,772,860Liabilities 2010: $17,888,777Net Assets 2010: $34,884,0832010Assets 2011: $53,358,475Liabilities 2011: $17,168,134Net Assets 2011: $36,190,3412011Assets 2012: $55,093,899Liabilities 2012: $16,678,548Net Assets 2012: $38,415,3512012Assets 2013: $54,912,954Liabilities 2013: $14,215,491Net Assets 2013: $40,697,4632013Assets 2014: $60,895,793Liabilities 2014: $18,130,268Net Assets 2014: $42,765,5252014Assets 2015: $61,620,001Liabilities 2015: $18,329,677Net Assets 2015: $43,290,3242015Assets 2016: $68,967,304Liabilities 2016: $21,887,253Net Assets 2016: $47,080,0512016Assets 2017: $70,277,388Liabilities 2017: $20,228,224Net Assets 2017: $50,049,1642017Assets 2018: $73,165,884Liabilities 2018: $21,780,732Net Assets 2018: $51,385,1522018Assets 2019: $76,522,100Liabilities 2019: $22,973,747Net Assets 2019: $53,548,3532019Assets 2020: $83,056,753Liabilities 2020: $28,052,759Net Assets 2020: $55,003,9942020Assets 2021: $84,909,196Liabilities 2021: $25,539,347Net Assets 2021: $59,369,8492021Assets 2022: $75,493,999Liabilities 2022: $24,695,173Net Assets 2022: $50,798,8262022Assets 2024: $160,722,981Liabilities 2024: $98,577,206Net Assets 2024: $62,145,7752024

Highlighted filing

2024

Assets$160,722,981
Liabilities$98,577,206
Net Assets$62,145,775

Operations Trend

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

$200M$150M$100M$50M$0-$50MExpenses 2010: $114,113,3562010Expenses 2011: $122,504,3522011Expenses 2012: $118,718,0242012Expenses 2013: $115,189,2362013Revenue 2014: $109,336,789Expenses 2014: $107,980,447Net Income 2014: $1,356,3422014Revenue 2015: $113,103,301Expenses 2015: $111,648,418Net Income 2015: $1,454,8832015Revenue 2016: $119,148,556Expenses 2016: $115,401,836Net Income 2016: $3,746,7202016Revenue 2017: $122,949,849Expenses 2017: $120,368,264Net Income 2017: $2,581,5852017Revenue 2018: $123,804,324Expenses 2018: $121,899,149Net Income 2018: $1,905,1752018Revenue 2019: $124,332,976Expenses 2019: $123,385,470Net Income 2019: $947,5062019Revenue 2020: $128,032,251Expenses 2020: $128,465,632Net Income 2020: -$433,3812020Revenue 2021: $141,834,502Expenses 2021: $139,773,224Net Income 2021: $2,061,2782021Revenue 2022: $137,975,909Expenses 2022: $140,037,400Net Income 2022: -$2,061,4912022Revenue 2024: $151,734,291Expenses 2024: $149,817,911Net Income 2024: $1,916,3802024

Highlighted filing

2024

Revenue$151,734,291
Expenses$149,817,911
Net Income$1,916,380

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$161$98.6$62.1$152$150$1.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.5$24.7$50.8$138$140$2.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.9$25.5$59.4$142$140$2.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.1$28.1$55.0$128$128$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.5$23.0$53.5$124$123$0.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.2$21.8$51.4$124$122$1.91
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$20.2$50.0$123$120$2.58
2016Detailed filing. Detailed filing data is available for this year.$69.0$21.9$47.1$119$115$3.75
2015Detailed filing. Detailed filing data is available for this year.$61.6$18.3$43.3$113$112$1.45
2014Detailed filing. Detailed filing data is available for this year.$60.9$18.1$42.8$109$108$1.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.9$14.2$40.7$115
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.1$16.7$38.4$119
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.4$17.2$36.2$123
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.8$17.9$34.9$114
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$153,636,715
Mission and Program Overview

Mission

Cna is a non-profit research organization that operates the center for naval analyses, a federally funded research center that has supported the navy and marine corps for nearly seventy years, and the institute for public research that provides support to a broad range of government clients in education, health care and public health, homeland security, human capital management and air traffic management. Cna specializes in objective, empirical research and analysis to help decision makers develop sound policies, make better-informed decisions, and manage programs more effectively.

Research organization that specializes in objective, empirical research and analysis to help decision makers develop policies, make informed decisions, and manage problems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,914,771$36,810,531▲ $6,895,760
Savings and Temporary Cash Investments$17,719,107$22,210,951▲ $4,491,844
Accounts Receivable$19,438,194$19,502,111▲ $63,917
Land, Buildings, and Equipment, Net$9,736,937$8,249,446▼ $1,487,491
Prepaid Expenses and Deferred Charges$2,577,635$2,472,878▼ $104,757
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$155,090,021$160,722,981▲ $5,632,960
Other Assets Total$75,703,377$71,477,064▼ $4,226,313
Liabilities
Other Liabilities$83,568,613$79,472,309▼ $4,096,304
Accounts Payable and Accrued Expenses$15,758,443$18,814,552▲ $3,056,109
Deferred Revenue$533,627$290,345▼ $243,282
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$99,860,683$98,577,206▼ $1,283,477
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$55,229,338$62,145,775▲ $6,916,437
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$55,229,338$62,145,775▲ $6,916,437
Total Liabilities and Net Assets / Fund Balance$155,090,021$160,722,981▲ $5,632,960

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,387,785$8,430,595$12,818,380
Other Land Buildings$1,384,496$8,564,280$9,948,776
Equipment$2,477,165$6,879,141$9,356,306
Other Assets Org$391,391--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine McgradyPresident & CEO, TrusteeFT$518,721$294,324$813,045
Andrew MaraExecutive Vice PresidentFT$310,387$185,922$519,910
Timothy BeresExecutive Vice PresidentFT$301,185$173,408$480,301
David KaufmanVice President & DirectorFT$256,338$149,477$418,871
Kim DealVP & Chief Research OfficerFT$273,589$142,085$418,154
Elisa SotoVP & Chief People OfficerFT$260,493$139,627$391,518
Jason ThomasVice PresidentFT$257,769$140,857$388,432
Jason McnamaraSr Director Emergency Mgmt ProgramsFT$249,355$127,477$387,423
Christine PetersonExec. VP, CFO & TreasurerFT$322,270$116,591$381,332
David FinkelsteinVice President & DirectorFT$245,983$135,970$376,471
Halleh SeysonVP & DirectorFT$225,066$93,893$360,014
Jeffery PetersonExecutive Vice PresidentFT$249,130$99,052$346,622
Mark RosenSVP, Gen Counsel & SecretaryFT$196,355$152,641$335,872
Roderick K Von LipseyTrustee-$54,500-$54,500
Robert R BlackmanTrustee Thru 12/23-$38,250-$38,250
William R BurkeTrustee Thru 3/24-$38,250-$38,250
Amb Wanda L NesbittTrustee-$36,000-$36,000
Mathew TravisTrustee-$36,000-$36,000
Peter V NeffengerTrustee-$36,000-$36,000
Craig S FallerTrustee-$34,500-$34,500
Mary Lou LearyTrustee-$34,500-$34,500
Nadja WestTrustee-$34,500-$34,500
Linda PetroneTrustee-$32,500-$32,500
David C JohnsonTrustee-$32,250-$32,250
Odest Chadwicke JenkinsTrustee-$32,000-$32,000
Sarah SewallTrustee-$31,688-$31,688
Dennis a CrallTrustee-$15,250-$15,250

Board Members and Trustees

NameTitle
William R MerzTrustee as of 1/24

Highest Paid Contractors

ContractorServicesLocationCompensation
Dewberry Engineers INCSubcon On Dir CntrctPO BOX 821824, Philadelphia, PA 19182-1824$981,008
Improving - AtlantaSubcon On Dir Cntrct5445 LEGACY DRIVE STE 100, Plano, TX 75024$785,808
American Correctional AssociationSubcon On Dir Cntrct206 N WASHINGTON ST STE 200, Alexandria, VA 22314-2528$577,611
Pricewaterhousecoopers LLPProfessional ServicePO BOX 7247-8001, Philadelphia, PA 01917$477,975
Massachusetts Inst Of TechnologySubcon On Dir Cntrct5445 LEGACY DRIVE STE 100, Plano, TX 75024$436,660
Revenue and Support

Revenue Composition

Contributions and Grants
$149,195,653
Program Service Revenue
$0
Investment Income
$2,538,638
Other Revenue
$0
Change in Net Assets
$1,916,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$151,734,291
Revenue Not Reported on Form 990
$4,970,153
Total Revenue per Audited Statements
$156,704,444
Total Revenue per Form 990
$151,734,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,356,943
Other Expenses$39,460,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$67,021,319$10,418,942-$77,440,261
Other Employee Benefits$13,979,748$2,354,944-$16,334,692
Fees for Services Other$11,089,406$666,500-$11,755,906
Occupancy$8,723,431$2,077,536-$10,800,967
Pension Plan Contributions$5,609,477$817,555-$6,427,032
Payroll Taxes$5,227,864$883,295-$6,111,159
Travel$5,494,956$505,574-$6,000,530
Information Technology$4,120,703$1,537,269-$5,657,972
Current Officers, Directors, Trustees, and Key Employees$2,086,399$1,957,400-$4,043,799
Depreciation Depletion$1,470,898$277,398-$1,748,296
Office Expenses$274,075$1,209,101-$1,483,176
Other Expenses$923,191$338,053-$1,261,244
Fees for Services Accounting-$565,680-$565,680
Fees for Services Legal-$116,755-$116,755
Fees for Service Investment Mgmnt Fees-$70,442-$70,442
Total Functional Expenses$126,021,467$23,796,444$0$149,817,911

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$149,817,911
Expenses per Audited Statements$149,788,007
Total Expenses per Audited Statements$149,788,007
Expenses Not Reported on Financial Statements$29,904
Other Expense Adjustments$-40,538
International Activity

International Summary

Offices
0
Employees
7
Spending
$3,828,122

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram ServicesOnsite Client Analysis05$2,418,785
Europe (Including Iceland and Greenland)Program ServicesOnsite Client Analysis01$865,356
Middle East and North AfricaProgram ServicesOnsite Client Analysis01$543,981
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$74,584,266
Other Liabilities$4,888,043
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

PART VI, LINE 11B:

The form 990 is prepared by cna's external tax advisers, reviewed by cna's management, and presented to the board of trustees to include the audit committee. The draft version is then finalized after incorporating feedback received. The final version of the return is provided to each voting board member and then filed with the irs.

PART VI, LINE 12C:

The conflict of interest forms are filed annually by our trustees and key executives. Board members and key executives are provided information about organizations and vendors with whom cna is conducting business on a quarterly basis. These individuals use that information to determine possible conflicts of interest throughout the year. This information is reviewed by our in-house legal counsel to determine if any conflicts or relationships requiring disclosure occur. If a conflict needs to be disclosed or addressed, legal counsel determines the appropriate course of action.

PART VI, LINES 15A AND 15B:

Cna's human resources department uses compensation surveys and external data to determine salaries of all employees. The ceo's salary is approved by the chairman of the compensation committee. The salaries of other officers and key employees are approved by the ceo. The last compensation review by a third party and salary benchmarking for executives was conducted during the tax year and presented to the compensation committee during the september 2022 meeting.

PART VI, LINE 19:

Cna corporation does not make its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Cna Corporation
EIN
54-1558882
In Care Of
% CHRISTINE PETERSON
Phone
7038242000
Address
3003 WASHINGTON BOULEVARD, ARLINGTON, VA 22201

Signing Officer

Name
Christine Peterson
Title
Evp, CFO, Treasurer
Phone
7038242022
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Mcgrady
Formed
1942
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
13
Employees
707
Volunteers
0

Preparer

Firm
PwC US Tax LLP
Address
655 NEW YORK AVE STE 1100, WASHINGTON, DC 20001
Preparer
Travis L Patton
Phone
2024141000
Supplemental Narrative

Additional Explanations

PART III, LINE 4D:

The resources and force readiness (rfr) division provides analysis that helps the navy, marine corps, and other services address critical resource allocation challenges and maximize personnel readiness. Military leaders rely on resources and force readiness analysis to develop evaluate and implement policies and programs that make their people, budgets and assets more effective and efficient. The strategy, policy, plans, and programs (sp3) division leverages social science methodologies, field research, regional expertise, primary language skills, track 1.5 partnerships, and policy and operational experience to support senior decision-makers. The division's work is aligned with the national defense strategy and has regularly informed decisions critical to national security. The china and indo-pacific security affairs (cip) division is the largest non-governmental research group studying chinese and indo-pacific military and security affairs in washington. Cip analysts cover the coastal nations from south asia to northeast asia, including oceania, and are fluent in mandarin, japanese, russian and hindi. Cna's china studies program has provided the government with great power competition research on china for more than 20 years. The marine corps program oversees and manages all aspects of cna's support to the marine corps. The program provides analytic support on a wide range of issues critical to the marine corps leadership. This work is executed within the ffrdc research divisions. In addition to cna headquarters-based analysts, cna analysts provide full-time on-site support to key marine corps operating force commands as part of our field program. The marine corps program also includes analytic support to major exercises and on-site deployed support for all major real-world operations and contingencies involving marine corps forces. Enterprise systems and data analysis (esda) within cna's institute for public research provides our clients with wide-ranging technical and analytical support to meet their goals. Our work considers the whole of an organization, not just a portion in isolation. We analyze the entirety of a client's systems their people, processes, data, and technology to identify a solution for improved operations. We always begin by looking at our clients' data to help them to identify the root cause of problems and to find solutions based on the data. The data science division develops advanced analytics and algorithms, including machine learning and predictive analytics, to optimize outcomes for the department of the navy. The program focuses on efforts where the size of the datasets and complexity of the questions demand advanced coding skills for data wrangling and statistical and modeling techniques. The dsd also supports decision-makers with design thinking facilitate workgroups, a solution focused methodology, and dynamic, quick-turn efforts.

Financial Statement Notes

Schedule D, Part XI, Line 2D

Investment management expense: (70,442) reclass loss on fixed asset disposal: 40,538 ------------ total: (29,904)

Schedule D, Part XII, Line 4B

Reclass loss on fixed asset disposal: (40,538)

Raw XML AppendixShowing 400 of 1,014 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/ContractorCompensationGrp/ServicesDesc3PROFESSIONAL SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc4SUBCON ON DIR CNTRCT
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IRS990/Desc0THE OPERATIONAL WARFIGHTING (OPS) DIVISION FOCUSES ON IMPROVING THE ABILITY OF THE DEPARTMENT OF THE NAVY TO ORGANIZE, PLAN, TRAIN, AND EXECUTE AT THE OPERATIONAL LEVEL OF WARFARE. OPS ANALYSIS TYPICALLY LINKS WARGAMING, CONCEPT DEVELOPMENT, HYPOTHESIS TESTING, AND EXERCISE AND OPERATIONAL ASSESSMENT INTO AN ITERATIVE CYCLE. THE DIVISION'S RESEARCH EMPHASIZES NAVAL INTEGRATION, JOINT AND COMBINED OPERATIONS, CYBER EFFECTS, INTELLIGENCE SUPPORT AND SPECIAL OPERATIONS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP & CHIEF RESEARCH OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP & CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SR DIR EMERGENCY MGMT PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXEC. VP, CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP, GEN COUNSEL & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE THRU 3/24
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE THRU 12/23
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
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