Civic Intelligence

Santa Lucia School

990 • Fiscal year 2017 • EIN 77-0179533

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileN/A
1460 Plum Orchard LaneTempleton, CA 93465

(805) 434-2217

Siviq Scores

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

Liabilities / Assets

86th percentile

0.53x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.92x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

41st percentile

0.5%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

68th percentile

$55,050

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

36th percentile

-1.1%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$600,880

Down $6,400 (-1.1%) from 2016

Net Assets

Up

$279,470

Up $4,690 (+1.7%) from 2016

Liabilities

Down

$321,410

Down $11,090 (-3.3%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin41st percentile

Revenue

Down

$349,781

Down $47,345 (-12%) from 2016

Expenses

Down

$348,055

Down $32,136 (-8.5%) from 2016

Net Income

Down

$1,726

Down $15,209 (-90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $192,925Liabilities 2011: $0Net Assets 2011: $192,9252011Assets 2012: $207,095Liabilities 2012: $0Net Assets 2012: $207,0952012Assets 2013: $599,587Liabilities 2013: $364,476Net Assets 2013: $235,1112013Assets 2014: $600,023Liabilities 2014: $354,029Net Assets 2014: $245,9942014Assets 2015: $601,621Liabilities 2015: $343,373Net Assets 2015: $258,2482015Assets 2016: $607,280Liabilities 2016: $332,500Net Assets 2016: $274,7802016Assets 2017: $600,880Liabilities 2017: $321,410Net Assets 2017: $279,4702017Assets 2018: $597,048Liabilities 2018: $310,094Net Assets 2018: $286,9542018Assets 2019: $504,713Liabilities 2019: $304,895Net Assets 2019: $199,8182019Assets 2020: $546,046Liabilities 2020: $346,405Net Assets 2020: $199,6412020Assets 2021: $560,413Liabilities 2021: $371,080Net Assets 2021: $189,3332021Assets 2022: $546,297Liabilities 2022: $357,447Net Assets 2022: $188,8502022Assets 2023: $517,059Liabilities 2023: $345,748Net Assets 2023: $171,3112023Assets 2024: $582,706Liabilities 2024: $237,704Net Assets 2024: $345,0022024Assets 2025: $524,241Liabilities 2025: $225,001Net Assets 2025: $299,2402025

Highlighted filing

2017

Assets$600,880
Liabilities$321,410
Net Assets$279,470
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $313,681Expenses 2011: $313,662Net Income 2011: $192011Expenses 2012: $310,5832012Expenses 2013: $328,6452013Revenue 2014: $356,930Expenses 2014: $345,948Net Income 2014: $10,9822014Revenue 2015: $374,364Expenses 2015: $361,529Net Income 2015: $12,8352015Revenue 2016: $397,126Expenses 2016: $380,191Net Income 2016: $16,9352016Revenue 2017: $349,781Expenses 2017: $348,055Net Income 2017: $1,7262017Revenue 2018: $380,081Expenses 2018: $372,597Net Income 2018: $7,4842018Revenue 2019: $273,615Expenses 2019: $360,752Net Income 2019: -$87,1372019Revenue 2020: $222,167Expenses 2020: $222,345Net Income 2020: -$1782020Revenue 2021: $169,949Expenses 2021: $180,256Net Income 2021: -$10,3072021Revenue 2022: $287,948Expenses 2022: $288,431Net Income 2022: -$4832022Revenue 2023: $376,978Expenses 2023: $394,517Net Income 2023: -$17,5392023Revenue 2024: $624,995Expenses 2024: $450,434Net Income 2024: $174,5612024Revenue 2025: $416,136Expenses 2025: $461,902Net Income 2025: -$45,7662025

Highlighted filing

2017

Revenue$349,781
Expenses$348,055
Net Income$1,726
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$360,977
Mission and Program Overview

Mission

To provide instruction in elementary education which focuses on holistic philosophies and practices for students through the 8th grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$406,038$408,693▲ $2,655
Cash and Non-Interest-Bearing Accounts$127,917$115,775▼ $12,142
Investments in Publicly Traded Securities$39,670$42,605▲ $2,935
Savings and Temporary Cash Investments$33,655$33,807▲ $152
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$607,280$600,880▼ $6,400
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$332,500$321,409▼ $11,091
Other Liabilities-$1-
Total Liabilities$332,500$321,410▼ $11,090
Net Assets / Fund Balance
Unrestricted Net Assets$274,780$279,470▲ $4,690
Total Net Assets Fund Balance$274,780$279,470▲ $4,690
Total Liabilities and Net Assets / Fund Balance$607,280$600,880▼ $6,400

Asset Categories

AssetBook ValueDepreciationBasis
Land$250,850-$250,850
Buildings$132,325$18,174$150,499
Leasehold Improvements$17,430$22,242$39,672
Equipment$4,023$24,227$28,250
Other Land Buildings$4,065$11,986$16,051
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jan Thompquist2nd Vice PresidFT$55,050$55,050

Board Members and Trustees

NameTitle
Nancy CohnPresident
John Flanagan1st Vice Pres
Lindsay PeraFundraising
Stacy BurkeSecretary
Heather SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,295
Program Service Revenue
$297,572
Investment Income
$152
Other Revenue
$44,762
All Other Contributions
$7,295
Change in Net Assets
$1,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$265,284
Other Expenses$82,771
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,155$9,461-$164,616
Current Officers, Directors, Trustees, and Key Employees-$55,050-$55,050
Payroll Taxes$12,573$22,329-$34,902
Insurance$14,351$2,390-$16,741
Pension Plan Contributions$8,037$2,679-$10,716
Occupancy$5,858$2,201-$8,059
Fees for Services Other-$7,657-$7,657
All Other Expenses$1,809$5,470-$7,279
Depreciation Depletion$1,738$5,346-$7,084
Interest-$6,549-$6,549
Fees for Services Accounting-$2,885-$2,885
Other Expenses$1,968$1,322-$1,968
Office Expenses-$1,709-$1,709
Advertising$250$300-$550
Total Functional Expenses$222,707$125,348$0$348,055
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,958
Fundraising Direct Expenses$11,196
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Auction$51,461$51,461$4,838$46,623
Total Events$51,461$51,461$10,577$40,884
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The treasurer and bookkeeper review the return before it is filed.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Return and application are available at the office of the organization for persons wishing to review them.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Santa Lucia School
EIN
77-0179533
Phone
8054342217
Address
1460 Plum Orchard Lane, Templeton, CA 93465

Signing Officer

Name
Heather Smith
Title
Treasurer
Signed
2017-11-08
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
8
Volunteers
76

Preparer

Firm
Dyann M Shepard CPA
Address
8125 Castenada Lane, Atascadero, CA 93422
Preparer
Dyann M Shepard
Phone
8054660947
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“prior year error = $30”

Raw XML AppendixShowing 400 of 449 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/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/Desc1Field trips
IRS990/ProgramServiceRevenueGrp/Desc2Childcare
IRS990/ProgramServiceRevenueGrp/Desc3Parent Fees
IRS990/ProgramServiceRevenueGrp/Desc4Enrollment Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0275067
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18993
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27717
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32971
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0275067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18993
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27717
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32971
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42800
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010275
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0567
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt082238
IRS990/PYOtherRevenueAmt032634
IRS990/PYProgramServiceRevenueAmt0353650
IRS990/PYRevenuesLessExpensesAmt016935
IRS990/PYSalariesCompEmpBnftPaidAmt0297953
IRS990/PYTotalExpensesAmt0380191
IRS990/PYTotalRevenueAmt0397126
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01726
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033655
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033807
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0132325
IRS990ScheduleD/BuildingsGrp/DepreciationAmt018174
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0150499
IRS990ScheduleD/EquipmentGrp/BookValueAmt04023
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024227
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028250
IRS990ScheduleD/LandGrp/BookValueAmt0250850
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0250850
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt017430
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt022242
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt039672
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04065
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011986
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016051
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0408693
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Policy is published annually in the newspaper
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010577
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05739
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051461
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040884
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04838
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04838
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The treasurer and bookkeeper review the return before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Return and application are available at the office of the organization for persons wishing to review them.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3prior year error = $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0607280
IRS990/TotalAssetsEOYAmt0600880
IRS990/TotalAssetsGrp/BOYAmt0607280
IRS990/TotalAssetsGrp/EOYAmt0600880
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07295
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0125348
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0222707
IRS990/TotalFunctionalExpensesGrp/TotalAmt0348055
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0332500
IRS990/TotalLiabilitiesEOYAmt0321410
IRS990/TotalLiabilitiesGrp/BOYAmt0332500
IRS990/TotalLiabilitiesGrp/EOYAmt0321410
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0274780
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0279470

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$600,880
Liabilities
$321,410
Net assets
$279,470
Revenue
$349,781
Expenses
$348,055
Net income
$1,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.24$2.25$2.99$4.16$4.62$0.46
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$2.38$3.45$6.25$4.50$1.75
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$3.46$1.71$3.77$3.95$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$3.57$1.89$2.88$2.88$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$3.71$1.89$1.70$1.80$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$3.46$2.00$2.22$2.22$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$3.05$2.00$2.74$3.61$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$3.10$2.87$3.80$3.73$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.01$3.21$2.79$3.50$3.48$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.07$3.33$2.75$3.97$3.80$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.02$3.43$2.58$3.74$3.62$0.13
2014Detailed filing. Detailed filing data is available for this year.$6.00$3.54$2.46$3.57$3.46$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$3.64$2.35$3.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.00$2.07$3.11
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$1.93$3.14$3.14$0.00
Peer Organizations

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