Civic Intelligence

Coaching for Results Inc

990 • Fiscal year 2014 • EIN 83-0345948

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

PO Box 270907Flower Mound, TX 75027

(214) 493-9047

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

10th percentile

-26%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$210,512

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

1st percentile

-68%

Faster asset growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-9.1%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$166,096

Down $353,204 (-68%) from 2013

Net Assets

Down

$166,096

Down $353,204 (-68%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$927,291

Down $92,719 (-9.1%) from 2013

Expenses

Up

$1,169,488

Up $250,382 (+27%) from 2013

Net Income

Down

-$242,197

Down $343,101 (-340%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $370,015Liabilities 2010: $0Net Assets 2010: $370,0152010Assets 2011: $408,814Liabilities 2011: $0Net Assets 2011: $408,8142011Assets 2012: $418,396Liabilities 2012: $0Net Assets 2012: $418,3962012Assets 2013: $519,300Liabilities 2013: $0Net Assets 2013: $519,3002013Assets 2014: $166,096Liabilities 2014: $0Net Assets 2014: $166,0962014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $1Liabilities 2016: $02016

Highlighted filing

2014

Assets$166,096
Liabilities$0
Net Assets$166,096

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $582,8452010Expenses 2011: $688,4842011Expenses 2012: $863,3352012Revenue 2013: $1,020,010Expenses 2013: $919,106Net Income 2013: $100,9042013Revenue 2014: $927,291Expenses 2014: $1,169,488Net Income 2014: -$242,1972014Revenue 2015: $196,295Expenses 2015: $362,391Net Income 2015: -$166,0962015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016

Highlighted filing

2014

Revenue$927,291
Expenses$1,169,488
Net Income-$242,197
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$927,291
Mission and Program Overview

Mission

Our purpose is to help school leaders achieve extraordinary results, both professionally and personally. We support and foster confident, competent, courageous school leaders who lead their schools to high performance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$519,300$166,096▼ $353,204
Accounts Receivable$336,293$95,266▼ $241,027
Savings and Temporary Cash Investments$122,361$41,535▼ $80,826
Cash and Non-Interest-Bearing Accounts$60,646$29,295▼ $31,351
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$519,300$166,096▼ $353,204
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$519,300$166,096▼ $353,204
Total Liabilities and Net Assets / Fund Balance$519,300$166,096▼ $353,204
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen AndersonDirectorPT$210,512$210,512
Kathy KeeDirectorPT$198,050$198,050
Frances ShusterPresidentPT$144,400$144,400

Board Members and Trustees

NameTitle
Carmyn NeelyDirector
Deborah EstesDirector
Vicky DearingDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$926,311
Investment Income
$277
Other Revenue
$703
Change in Net Assets
$-242,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$616,526
Salaries, Compensation, and Employee Benefits$552,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$552,962--$552,962
Fees for Services Other$62,139--$62,139
Fees for Services Accounting-$27,894-$27,894
Conferences and Meetings$27,224--$27,224
Advertising$13,043--$13,043
Fees for Services Legal-$10,484-$10,484
Insurance-$4,839-$4,839
Office Expenses-$3,853-$3,853
Other Expenses$427--$427
All Other Expenses$241--$241
Travel$182--$182
Interest$31--$31
Total Functional Expenses$1,122,418$47,070$0$1,169,488
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-BOARD MEMBER OF ORGANIZATION OWNS MORE THAN 35% OF INTERESTED PARTYIndependent Consultant FeesNo$154,163
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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 6

Members provide services as a coach or faculty member for the organization. Six senior members served as directors of the governing body.

Form 990, Part VI, Section B, Line 11

A copy of the return was made available to the governing body prior to filing.

Form 990, Part VI, Section C, Line 18

Forms 1023, 990 and 990-t are made available upon request.

Form 990, Part VI, Section C, Line 19

Governing documents are made available upon request.

Form 990, Part VII

Board members do not receive compensation for duties performed as a board member. All compensation to board members is for services performed in the completing business tasks or in serving as a coach, mentor, or faculty member.

Filing and Contact Details

Filer

Filer Name
Coaching for Results Inc
EIN
83-0345948
Address
PO BOX 270907, FLOWER MOUND, TX 75027

Signing Officer

Name
Frances Shuster
Title
President
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frances Shuster
Formed
2002
Legal Domicile
Ks
Voting Board Members
6
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Berberich Trahan & Co Pa
Address
3630 SW BURLINGAME ROAD, TOPEKA, KS 66611-2050
Preparer
Cheryl G Hayward
Phone
7852343427
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IRS990/Desc0ALTHOUGH OUR TAX YEAR IS JANUARY 1 THROUGH DECEMBER 31 EACH YEAR, OUR WORK YEAR MATCHES THE SCHOOLS WITH WHICH WE WORK,JULY 1 THROUGH JUNE 30 OF EACH YEAR. THE DATA WE ARE SHARING IS FROM THE MOST RECENT SCHOOL YEAR: JULY 2013 THROUGH JUNE 2014. DURING THAT TIME OUR NON-PROFIT CORPORATION HAD 8 ACTIVE COACHES, ALL WITH SUCCESSFUL SCHOOL LEADERSHIP BACKGROUNDS, WORKING WITH EDUCATORS AROUND THE UNITED STATES. ALL COACHES HOLD PROFESSIONAL CERTIFIED COACH (PCC) CERTIFICATION FROM THE INTERNATIONAL COACH FEDERATION, SEVEN HAVE ASSOCIATE CERTIFIED COACH (ACC) CREDENTIALS FROM ICF.DURING THE 2013-14 ACADEMIC YEAR, CFR COACHED 149 INDIVIDUAL CLIENTS, OFFERING 1,608 SESSIONS. OUR SEVEN YEAR COMPARISON DATA ON COACHING CLIENTS AND NUMBER OF INDIVIDUAL SESSIONS IS AS FOLLOWS:SEVEN YEAR COMPARISON DATA-2008-2014 NUMBER OF CLIENTS/NUMBER OF COACHING SESSIONS 2008 2009 2010 2011 2012 2013 2014NUMBER OF CLIENTS 113 124 169 186 118 132 149COACHING SESSIONS 668 1029 1618 1836 1069 1475 1575BESIDES COACHING, OUR COMPANY PROVIDES LEADERSHIP TRAINING. FOUR YEAR SEMINAR DATA - 2011 2012 2013 2014TOTAL SEMINARS/TRAININGS 22 50 54 63NUMBER OF 4-DAY SEMINARS 19 33 39 55 SUBSET THAT ARE LEVEL I COURSES 19 32 28 38 INSTRUCTIONAL COACHING 0 5 4 1 LEADERSHIP COACHING/HIGH PERFORMANCE 18 27 24 37 COACHING STRATEGIES FOR POWERFUL LEADING 1 0 0 0 SUBSET THAT ARE ADVANCED COURSES 4 8 11 0 LEVEL II-POWERFUL COACHING 3 6 8 16 LEVEL III-ADVANCED COACHING 1 2 3 1NUMBER OF CUSTOMIZED WORKSHOPS 3 17 15 8ESTIMATED NUMBER TRAINED 500 1000 1350 1575BEGINNING IN JANUARY 2014 WE BEGAN TO PROVIDE SCHOLARSHIP SERVICES FOR COACHING AND TRAINING TO LEADERS UNABLE TO PAY AND DESIRING THE LEADERSHIP SUPPORT AND KNOWLEDGE. TO THAT PURPOSE, TWO NEW BOARD MEMBERS WERE ADDED. DR. DEBORAH ESTES AND DR. CARMYN NEELY, TWO WELL RENOWNED AND HIGHLY SUCCESSFUL EDUCATORS, WERE ADDED TO PROVIDE DIRECT OVERSIGHT TO THE GOAL OF ALIGNMENT OF THE NON-PROFIT ORGANIZATION'S MISSION. THESE NON PAID BOARD MEMBERS MONITOR THE FUNDING AND DISTRIBUTING OF ANY FUNDS GRANTED.
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IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt04409856
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0927014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01019592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0872247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0753825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0837178
IRS990ScheduleA/Total509Grp/TotalAmt04409856
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0927291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01020010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0872917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0754813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0837532
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04412563
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0210512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1198050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KAREN ANDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KATHY KEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0210512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1198050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0VICKY DEARING INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER OF ORGANIZATION OWNS MORE THAN 35% OF INTERESTED PARTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0154163
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INDEPENDENT CONSULTANT FEES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PROVIDE SERVICES AS A COACH OR FACULTY MEMBER FOR THE ORGANIZATION. SIX SENIOR MEMBERS SERVED AS DIRECTORS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN WAS MADE AVAILABLE TO THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORMS 1023, 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS DO NOT RECEIVE COMPENSATION FOR DUTIES PERFORMED AS A BOARD MEMBER. ALL COMPENSATION TO BOARD MEMBERS IS FOR SERVICES PERFORMED IN THE COMPLETING BUSINESS TASKS OR IN SERVING AS A COACH, MENTOR, OR FACULTY MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0519300
IRS990/TotalAssetsEOYAmt0166096
IRS990/TotalAssetsGrp/BOYAmt0519300
IRS990/TotalAssetsGrp/EOYAmt0166096
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047070
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01122418
IRS990/TotalFunctionalExpensesGrp/TotalAmt01169488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0519300
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0166096
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01800
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01800
IRS990/TotalProgramServiceExpensesAmt01122418
IRS990/TotalProgramServiceRevenueAmt0926311
IRS990/TotalReportableCompFromOrgAmt0552962
IRS990/TotalRevenueGrp/ExclusionAmt0277
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0927014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0927291
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0519300
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0166096
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0182
IRS990/TravelGrp/TotalAmt0182
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 270907
IRS990/USAddress/CityNm0FLOWER MOUND
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075027
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.RESULTSCOACHINGGLOBAL.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z

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