Civic Intelligence

Transformational Leadership Resources Inc.

990EZ • Fiscal year 2023 • EIN 83-0404006

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 05, 2024

101 N Lynnhaven RoadVirginia Beach, VA 23452

(757) 631-4440

Siviq Scores

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

Liabilities / Assets

97th percentile

2.26x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.49x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-51%

Faster asset growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$11,459

Down $12,025 (-51%) from 2022

Net Assets

Down

-$14,413

Down $9,812 (-213%) from 2022

Liabilities

Down

$25,872

Down $2,213 (-7.9%) from 2022

Revenue

Down

$52,768

Down $26,214 (-33%) from 2022

Expenses

Down

$62,580

Down $14,436 (-19%) from 2022

Net Income

Down

-$9,812

Down $11,778 (-599%) from 2022

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2011: $2,767Liabilities 2011: $2,3622011Assets 2021: $25,059Liabilities 2021: $31,626Net Assets 2021: -$6,5672021Assets 2022: $23,484Liabilities 2022: $28,085Net Assets 2022: -$4,6012022Assets 2023: $11,459Liabilities 2023: $25,872Net Assets 2023: -$14,4132023Assets 2024: $13,867Liabilities 2024: $21,462Net Assets 2024: -$7,5952024

Highlighted filing

2023

Assets$11,459
Liabilities$25,872
Net Assets-$14,413

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $93,189Expenses 2011: $94,772Net Income 2011: -$1,5832011Revenue 2021: $88,951Expenses 2021: $103,047Net Income 2021: -$14,0962021Revenue 2022: $78,982Expenses 2022: $77,016Net Income 2022: $1,9662022Revenue 2023: $52,768Expenses 2023: $62,580Net Income 2023: -$9,8122023Revenue 2024: $57,519Expenses 2024: $50,701Net Income 2024: $6,8182024

Highlighted filing

2023

Revenue$52,768
Expenses$62,580
Net Income-$9,812
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 5, 2024
Return Version
2023v5.1
Gross Receipts
$52,768
Mission and Program Overview

Mission

Leadership training programs

Program Services

DescriptionGrantsExpenses
In 2023, our organization trained 29 people in the ACT (Accelerated Coaching Training) program. They became a certified Lifeforming Associate Coach. The ACT Program is an in-depth, 15 to 16-week program designed for those who desire to use competencies either as a professional coach or professionally in their current role. We also provided resources and materials to our already certified coaches as they coach or train others. TLR, Inc. also provided online courses and resources that help people be equipped to train, coach and/or lead more effectively in their vocational and/or personal spheres of influence.$0$30,285
See line 31 and Schedule O for details$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph UmidiDirector/PresPT$0--
William BrownDirector/Sec-$0--
Sam ScaggsDirector/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Transformational Leadership Resources Inc
EIN
83-0404006
Phone
7576314440
Address
101 N Lynnhaven Road, Virginia Beach, VA 23452

Signing Officer

Name
Joseph Umidi
Title
President
Phone
7576314440
Signed
2024-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Jahn & Associates Inc
Address
205 Midway Dr, Norman, OK 73072
Preparer
Eugene W Jahn
Phone
7577057985
Supplemental Narrative

Additional Explanations

Pt III, Line 31

In 2023, our organization trained 29 people in the ACT (Accelerated Coaching Training) program. They became a certified Lifeforming Associate Coach. The ACT Program is an in-depth, 15 to 16-week program designed for those who desire to use competencies either as a professional coach or professionally in their current role. We also provided resources and materials to our already certified coaches as they coach or train others. TLR, Inc. also provided online courses and resources that help people be equipped to train, coach and/or lead more effectively in their vocational and/or personal spheres of influence.

Form 990EZ, Part I, Line 8

Credit Card Rewards-cash back 189.

Form 990EZ, Part I, Line 16

Advertising 829.

Form 990EZ, Part I, Line 16

Bad debts 0.

Form 990EZ, Part I, Line 16

Bank/finance charges 217.

Form 990EZ, Part I, Line 16

Contract services-consulting 0.

Form 990EZ, Part I, Line 16

Contract services-internet 1305.

Form 990EZ, Part I, Line 16

Contract services-other 117.

Form 990EZ, Part I, Line 16

Credit cards fees 7037.

Form 990EZ, Part I, Line 16

Education and training 0.

Form 990EZ, Part I, Line 16

Marketing 1121.

Form 990EZ, Part I, Line 16

Meetings/meals 0.

Form 990EZ, Part I, Line 16

Memberships/licenses 877.

Form 990EZ, Part I, Line 16

On-line costs 2280.

Form 990EZ, Part I, Line 16

Royalty fees 222.

Form 990EZ, Part I, Line 16

Supplies 1435.

Form 990EZ, Part I, Line 16

Taxes-sales 10.

Form 990EZ, Part I, Line 16

Telephone 385.

Form 990EZ, Part I, Line 16

Website maintenance 1866.

Form 990EZ, Part I, Line 16

Other expense 0.

Form 990EZ, Part I, Line 16

Depreciation 1777.

Form 990EZ, Part I, Line 16

Amortization 6783.

Form 990EZ, Part II, Line 24

Accounts Receivable 1000. 0.

Form 990EZ, Part II, Line 24

Computer equipment 4812. 3034.

Form 990EZ, Part II, Line 24

Computer software 6784. 0.

Form 990EZ, Part II, Line 24

Deposit-telephone 192. 384.

Form 990EZ, Part II, Line 24

Undeposited funds 0. 49.

Form 990EZ, Part II, Line 26

Accounts payable 711. 1500.

Form 990EZ, Part II, Line 26

Payroll liabilities 862. 700.

Form 990EZ, Part II, Line 26

AMEX-NP 329. 749.

Form 990EZ, Part II, Line 26

Am Ex Simply Cash 15898. 13967.

Form 990EZ, Part II, Line 26

Am Ex Delta 10285. 8956.

Raw XML Appendix228 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Virginia Beach
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joseph Umidi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sam Scaggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director/Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director/Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director/Treas
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt03467
IRS990EZ/OtherEmployeePaidOver100kCnt00
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IRS990EZ/PrintingPublicationsPostageAmt0416
IRS990EZ/ProgramServiceRevenueAmt051166
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See line 31 and Schedule O for details
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1In 2023, our organization trained 29 people in the ACT (Accelerated Coaching Training) program. They became a certified Lifeforming Associate Coach. The ACT Program is an in-depth, 15 to 16-week program designed for those who desire to use competencies either as a professional coach or professionally in their current role. We also provided resources and materials to our already certified coaches as they coach or train others. TLR, Inc. also provided online courses and resources that help people be equipped to train, coach and/or lead more effectively in their vocational and/or personal spheres of influence.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt130285
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt032618
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062580
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IRS990EZ/TotalRevenueAmt052768
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lifeformingcoach.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Credit card rewards 2019: 15. 2020: 12. 2021: 370. 2022: 137. 2023: 189.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05122
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt051166
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt065441
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt087365
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0203972
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0189
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0723
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt0221594
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090170
IRS990ScheduleA/Total509Grp/TotalAmt0221594
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In 2023, our organization trained 29 people in the ACT (Accelerated Coaching Training) program. They became a certified Lifeforming Associate Coach. The ACT Program is an in-depth, 15 to 16-week program designed for those who desire to use competencies either as a professional coach or professionally in their current role. We also provided resources and materials to our already certified coaches as they coach or train others. TLR, Inc. also provided online courses and resources that help people be equipped to train, coach and/or lead more effectively in their vocational and/or personal spheres of influence.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Credit Card Rewards-cash back 189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising 829.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bad debts 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank/finance charges 217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Contract services-consulting 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Contract services-internet 1305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Contract services-other 117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Credit cards fees 7037.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Education and training 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Marketing 1121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meetings/meals 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Memberships/licenses 877.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13On-line costs 2280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Royalty fees 222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Supplies 1435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Taxes-sales 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Telephone 385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Website maintenance 1866.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Other expense 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Depreciation 1777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Amortization 6783.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Accounts Receivable 1000. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Computer equipment 4812. 3034.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Computer software 6784. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Deposit-telephone 192. 384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Undeposited funds 0. 49.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Accounts payable 711. 1500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Payroll liabilities 862. 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29AMEX-NP 329. 749.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Am Ex Simply Cash 15898. 13967.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Am Ex Delta 10285. 8956.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Umidi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07576314440
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Transformational Leadership Resources Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0830404006
ReturnHeader/Filer/PhoneNum07576314440
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 N Lynnhaven Road
ReturnHeader/Filer/USAddress/CityNm0Virginia Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023452
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593790222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jahn & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 Midway Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073072
ReturnHeader/PreparerPersonGrp/PhoneNum07577057985
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eugene W Jahn
ReturnHeader/ReturnTs02024-07-29T13:41:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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