Civic Intelligence

Affordable Housing Assistance

990 • Fiscal year 2019 • EIN 68-0408068

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

PO Box 200Alamo, CA 94596

(925) 932-8200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-160%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$19,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $505,192 (-100%) from 2018

Net Assets

Down

$0

Down $489,862 (-100%) from 2018

Liabilities

Down

$0

Down $15,330 (-100%) from 2018

Revenue

Down

$306,193

Down $2,207,345 (-88%) from 2018

Expenses

Down

$796,381

Down $2,271,255 (-74%) from 2018

Net Income

Up

-$490,188

Up $63,910 (+12%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,541,388Liabilities 2010: $8,661,563Net Assets 2010: $879,8252010Assets 2011: $8,298,365Liabilities 2011: $7,040,163Net Assets 2011: $1,258,2022011Assets 2012: $8,479,252Liabilities 2012: $6,904,391Net Assets 2012: $1,574,8612012Assets 2013: $12,313,675Liabilities 2013: $10,239,328Net Assets 2013: $2,074,3472013Assets 2014: $10,152,119Liabilities 2014: $7,275,038Net Assets 2014: $2,877,0812014Assets 2015: $8,050,377Liabilities 2015: $6,308,837Net Assets 2015: $1,741,5402015Assets 2016: $7,013,477Liabilities 2016: $5,904,553Net Assets 2016: $1,108,9242016Assets 2017: $2,383,054Liabilities 2017: $1,332,152Net Assets 2017: $1,050,9022017Assets 2018: $505,192Liabilities 2018: $15,330Net Assets 2018: $489,8622018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $12,576,1332010Revenue 2011: $26,567,596Expenses 2011: $26,189,134Net Income 2011: $378,4622011Revenue 2012: $19,402,826Expenses 2012: $19,086,167Net Income 2012: $316,6592012Revenue 2013: $27,058,929Expenses 2013: $26,449,265Net Income 2013: $609,6642013Revenue 2014: $17,543,100Expenses 2014: $17,434,165Net Income 2014: $108,9352014Revenue 2015: $14,346,506Expenses 2015: $14,668,907Net Income 2015: -$322,4012015Revenue 2016: $10,824,179Expenses 2016: $11,456,796Net Income 2016: -$632,6172016Revenue 2017: $10,904,448Expenses 2017: $10,928,817Net Income 2017: -$24,3692017Revenue 2018: $2,513,538Expenses 2018: $3,067,636Net Income 2018: -$554,0982018Revenue 2019: $306,193Expenses 2019: $796,381Net Income 2019: -$490,1882019

Highlighted filing

2019

Revenue$306,193
Expenses$796,381
Net Income-$490,188
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.1
Gross Receipts
$306,193
Mission and Program Overview

Mission

To provide affordable housing to low and moderate income individuals and families.

To provide affordable housing to low and moderate income individuals and families

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$489,862$0▼ $489,862
Investments Program Related$379,730$0▼ $379,730
Cash and Non-Interest-Bearing Accounts$121,611$0▼ $121,611
Other Notes and Loans Receivable, Net$3,851$0▼ $3,851
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$505,192$0▼ $505,192
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$15,330$0▼ $15,330
Total Liabilities$15,330$0▼ $15,330
Net Assets / Fund Balance
Total Net Assets Fund Balance$489,862$0▼ $489,862
Total Liabilities and Net Assets / Fund Balance$505,192$0▼ $505,192
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lee OtsukiVice-presidentFT$19,000$19,000
Randall J MaglianoPresidentFT$19,000$19,000

Board Members and Trustees

NameTitle
Cedric OtsukiDirector
Gayle MaglianoDirector
Greg MossDirector
Jim MoranDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$306,100
Investment Income
$93
Other Revenue
$0
Change in Net Assets
$-490,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$504,242
Grants and Similar Amounts Paid$201,213
Salaries, Compensation, and Employee Benefits$90,926
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,213--$201,213
Other Salaries and Wages-$46,307-$46,307
Current Officers, Directors, Trustees, and Key Employees-$38,000-$38,000
Fees for Services Legal-$27,235-$27,235
Fees for Services Accounting-$19,906-$19,906
Fees for Services Other-$13,581-$13,581
Insurance-$8,105-$8,105
Payroll Taxes-$6,619-$6,619
Office Expenses-$3,362-$3,362
Other Expenses$425,542$734-$734
Travel-$351-$351
Depreciation Depletion-$326-$326
All Other Expenses-$193-$193
Total Functional Expenses$626,755$169,626$0$796,381
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shelter Inc of Contra Costa CountyConcord, CA-General Support$100,463
High Sierra Animal RescuePortola, CA-General Support$50,000
Teen Challenge of East BaySanta Clara, CA-General Support$50,000
Salvation ArmyConcord, CA-General Support$750
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
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 A, Line 2

Line 2 explanation - a director is the first cousin of the vice president of the organization. The organization used the spouse of one officer to perform work for the entity.

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

President and vice-president of the organization agree the balance sheet included on the form 990 with the internal books. They each read the form 990 questions to determine if they are answered correctly.

Form 990, Part VI, Section C, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Affordable Housing Assistance
EIN
68-0408068
Phone
9259328200
Address
PO BOX 200, ALAMO, CA 94596

Signing Officer

Name
Lee Otsuki
Title
Vice-president
Phone
9259328200
Signed
2020-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
3
Volunteers
0

Preparer

Firm
Dm Dimaggio & Company
Address
318 DIABLO ROAD 290, DANVILLE, CA 94526
Preparer
David M Dimaggio
Phone
9258381500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Book/tax difference in depreciation/amortization 326.

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Book/tax difference in depreciation

Part XII, Line 2D - Other

Book/tax difference in depreciation

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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt0-180617
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt0-88263
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0-372095
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt041933340
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0313600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02546100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010687348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012572407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015813885
IRS990ScheduleA/Total509Grp/TotalAmt041933340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0313693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02501824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010629335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012396173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015742291
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041583316
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOOK/TAX DIFFERENCE IN DEPRECIATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX DIFFERENCE IN DEPRECIATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0750
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/CashGrantAmt3100463
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TEEN CHALLENGE OF EAST BAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HIGH SIERRA ANIMAL RESCUE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SHELTER INC OF CONTRA COSTA COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0222406433
IRS990ScheduleI/RecipientTable/RecipientEIN1770123596
IRS990ScheduleI/RecipientTable/RecipientEIN2680429722
IRS990ScheduleI/RecipientTable/RecipientEIN3680117241
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03950 CLAYTON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1390 MATHEW STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2103 MEADOWRIDGE LN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31333 WILLOW PASS RD 206
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CONCORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA CLARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PORTOLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CONCORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094521
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195050
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd296122
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394520
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PERIODIC DISCUSSIONS WITH ORGANIZATION OFFICALS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0N/A. OFFICE EQUIPMENT SCRAPPED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc3CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0TEEN CHALLENGE OF EAST BAY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1HIGH SIERRA ANIMAL RESCUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt2SHELTER INC OF CONTRA COSTA COUNTY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-12-20
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12019-12-20
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22019-12-20
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0770123596
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1680429722
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN2680117241
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt050000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt150000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt2100463
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt2501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1ACTUAL COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2ACTUAL COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0390 MATHEW STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1103 MEADOWRIDGE LN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt21333 WILLOW PASS RD 206
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SANTA CLARA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1PORTOLA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2CONCORD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd095050
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd196122
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd294520
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2 EXPLANATION - A DIRECTOR IS THE FIRST COUSIN OF THE VICE PRESIDENT OF THE ORGANIZATION. THE ORGANIZATION USED THE SPOUSE OF ONE OFFICER TO PERFORM WORK FOR THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT AND VICE-PRESIDENT OF THE ORGANIZATION AGREE THE BALANCE SHEET INCLUDED ON THE FORM 990 WITH THE INTERNAL BOOKS. THEY EACH READ THE FORM 990 QUESTIONS TO DETERMINE IF THEY ARE ANSWERED CORRECTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK/TAX DIFFERENCE IN DEPRECIATION/AMORTIZATION 326.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0505192
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0505192

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