Civic Intelligence

Association for Experiential Education

EIN 84-0737619 • 501(c)3 • St Petersburg, FL

Profile

The mission of the association for experiential education is to develop and promote experiential education. The association is committed to supporting professional development, theoretical advancement and the evaluation of experiential education worldwide.

2315 18th Street SouthSt Petersburg, FL 33712

www.aee.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.27x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.14x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

18th percentile

-12%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$346,122

Down $46,844 (-12%) from 2023

Liabilities

Down

$92,035

Down $115,641 (-56%) from 2023

Net Assets

Up

$254,087

Up $68,797 (+37%) from 2023

Revenue

Up

$641,924

Up $113,890 (+22%) from 2023

Expenses

Up

$574,912

Up $12,687 (+2.3%) from 2023

Net Income

Up

$67,012

Up $101,203 (+296%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2010: $185,285Liabilities 2010: $162,821Net Assets 2010: $22,4642010Assets 2011: $142,481Liabilities 2011: $218,809Net Assets 2011: -$76,3282011Assets 2012: $189,375Liabilities 2012: $72,068Net Assets 2012: $117,3072012Assets 2013: $214,769Liabilities 2013: $80,103Net Assets 2013: $134,6662013Assets 2014: $183,565Liabilities 2014: $94,016Net Assets 2014: $89,5492014Assets 2015: $256,842Liabilities 2015: $263,055Net Assets 2015: -$6,2132015Assets 2016: $244,358Liabilities 2016: $195,737Net Assets 2016: $48,6212016Assets 2017: $237,786Liabilities 2017: $191,537Net Assets 2017: $46,2492017Assets 2018: $202,687Liabilities 2018: $199,992Net Assets 2018: $2,6952018Assets 2019: $122,753Liabilities 2019: $109,804Net Assets 2019: $12,9492019Assets 2021: $245,855Liabilities 2021: $100,520Net Assets 2021: $145,3352021Assets 2022: $311,756Liabilities 2022: $103,571Net Assets 2022: $208,1852022Assets 2023: $392,966Liabilities 2023: $207,676Net Assets 2023: $185,2902023Assets 2024: $346,122Liabilities 2024: $92,035Net Assets 2024: $254,0872024

Highlighted filing

2024

Assets$346,122
Liabilities$92,035
Net Assets$254,087

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $818,9112010Expenses 2011: $808,6692011Expenses 2012: $582,8952012Revenue 2013: $574,929Expenses 2013: $562,345Net Income 2013: $12,5842013Revenue 2014: $532,613Expenses 2014: $579,269Net Income 2014: -$46,6562014Revenue 2015: $346,683Expenses 2015: $440,338Net Income 2015: -$93,6552015Revenue 2016: $588,165Expenses 2016: $607,810Net Income 2016: -$19,6452016Revenue 2017: $634,357Expenses 2017: $636,405Net Income 2017: -$2,0482017Revenue 2018: $616,935Expenses 2018: $664,317Net Income 2018: -$47,3822018Revenue 2019: $561,758Expenses 2019: $551,504Net Income 2019: $10,2542019Revenue 2021: $393,503Expenses 2021: $292,626Net Income 2021: $100,8772021Revenue 2022: $474,482Expenses 2022: $399,606Net Income 2022: $74,8762022Revenue 2023: $528,034Expenses 2023: $562,225Net Income 2023: -$34,1912023Revenue 2024: $641,924Expenses 2024: $574,912Net Income 2024: $67,0122024

Highlighted filing

2024

Revenue$641,924
Expenses$574,912
Net Income$67,012

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.92$2.54$6.42$5.75$0.67
2023Detailed filing. Detailed filing data is available for this year.$3.93$2.08$1.85$5.28$5.62$0.34
2022Summary only. Only limited summary data is available for this year.$3.12$1.04$2.08$4.74$4.00$0.75
2021Detailed filing. Detailed filing data is available for this year.$2.46$1.01$1.45$3.94$2.93$1.01
2019Detailed filing. Detailed filing data is available for this year.$1.23$1.10$0.13$5.62$5.52$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.03$2.00$0.03$6.17$6.64$0.47
2017Detailed filing. Detailed filing data is available for this year.$2.38$1.92$0.46$6.34$6.36$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.44$1.96$0.49$5.88$6.08$0.20
2015Summary only. Only limited summary data is available for this year.$2.57$2.63$0.06$3.47$4.40$0.94
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.94$0.90$5.33$5.79$0.47
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.80$1.35$5.75$5.62$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.72$1.17$5.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$2.19$0.76$8.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$1.63$0.22$8.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$641,924
Mission and Program Overview

Mission

To elevate and expand the global capacity of experiential education by building an inclusive and accessible community for experiential education professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$143,678$181,077▲ $37,399
Accounts Receivable$35,885$70,289▲ $34,404
Cash and Non-Interest-Bearing Accounts$182,068$65,469▼ $116,599
Investments Other Securities$22,900$25,720▲ $2,820
Prepaid Expenses and Deferred Charges$8,435$3,567▼ $4,868
Total Assets$392,966$346,122▼ $46,844
Liabilities
Deferred Revenue$82,654$80,201▼ $2,453
Accounts Payable and Accrued Expenses$125,022$11,834▼ $113,188
Total Liabilities$207,676$92,035▼ $115,641
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$159,820$226,032▲ $66,212
Net Assets With Donor Restrictions$25,470$28,055▲ $2,585
Total Net Assets Fund Balance$185,290$254,087▲ $68,797
Total Liabilities and Net Assets / Fund Balance$392,966$346,122▼ $46,844

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$25,720--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sherry BagleyExecutive DiFT$81,683$81,683

Board Members and Trustees

NameTitle
Jay ZarrPresident
Phil BrownPresident El
Brad DanielMember at La
Brian StrozewskiMember at La
Jennifer WilliamsMember at La
John KelleyMember at La
Justin HoughamMember at La
Kymberly LacrosseMember at La
Melanie WillsMember at La
Rosanne MistrettaPast Secreta
Kc RaySecretary
Bernie RupeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$53,493
Program Service Revenue
$579,152
Investment Income
$9,279
Other Revenue
$0
All Other Contributions
$53,493
Change in Net Assets
$67,012

Audited Revenue Reconciliation

Revenue per Audited Statements
$639,797
Revenue Not Reported on Financial Statements
$2,127
Revenue Not Reported on Form 990
$1,785
Total Revenue per Audited Statements
$641,582
Total Revenue per Form 990
$641,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,695
Salaries, Compensation, and Employee Benefits$201,217
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$199,384--$199,384
Other Salaries and Wages$113,856$5,678-$119,534
Current Officers, Directors, Trustees, and Key Employees$57,178$24,505-$81,683
Fees for Services Other$53,130$4,446-$57,576
Travel$12,814$2,262-$15,076
All Other Expenses$8,701$3,844-$12,545
Advertising$9,759$514-$10,273
Other Expenses$13,220$10,000-$10,000
Office Expenses$3,773$2,516-$6,289
Insurance$331$2,975-$3,306
Occupancy$657$1,969-$2,626
Fees for Service Investment Mgmnt Fees-$2,127-$2,127
Interest-$242-$242
Total Functional Expenses$488,692$86,220$0$574,912

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$574,912
Expenses per Audited Statements$572,785
Total Expenses per Audited Statements$572,785
Expenses Not Reported on Financial Statements$2,127
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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

Form 990, Page 6, Part VI, Line 6

The association of experiential education is a membership association and currently has hundreds of members from around the world. Our members influence and inspire over one million individuals each year, with our accredited programs working with over 300,000 people annually, aee members represent a broad spectrum of professional fields that utilize experiential education methodologies and practices: outdoor, classroom, human service, organizational training, therapeutic, and adventure settings.

Form 990, Page 6, Part VI, Line 7A

The board of directors includes positions that are elected by the membership and positions that are appointed by the board.

Form 990, Page 6, Part VI, Line 11B

When the final draft is completed by the outside audit and accounting firm, the executive director and board treasurer will review the 990. A copy will be provided to all board members prior to mailing the return to the internal revenue service.

Form 990, Page 6, Part VI, Line 12C

The board of directors follows a policy monitoring calendar and the conflict of interest form is completed by each board member every november, reviewed, and stored on the board drive. All board members and staff must sign-off annually, and any new conflicts are to be reported as soon as possible.

Form 990, Page 6, Part VI, Line 15A

The board sets compensation for the executive director following association market salary surveys, geographic living wages, and other data as a benchmark.

Form 990, Page 6, Part VI, Line 15B

The executive director determines the compensation of key employees following the association market salary surveys, geographic location living wages, and other data as a benchmark.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Assoc for Experiential Education
EIN
84-0737619
Phone
3034408844
Address
2315 18TH STREET SOUTH, ST PETERSBURG, FL 33712

Signing Officer

Name
Sherry Bagley
Title
Executive Director
Phone
3034408844
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry Bagley
Formed
1972
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
200

Preparer

Firm
1source Partners
Address
701 S HOWARD AVE STE 203, TAMPA, FL 33606
Preparer
Paul Degance
Phone
8132547222
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Accreditation - in 1994, aee developed the most comprehensive standards for common practices in the industry, becoming the nation's first recognized accreditation process focusing on experiential adventure programming. Since then, the aee accreditation program's standards-based evaluation process by objective, independent reviewers have become the industry-accepted level of professional evaluation for experiential, outdoor and adventure, and outdoor behavioral healthcare programs. Attaining accredited status through the aee accreditation program is solid evidence of an organization's commitment to quality and safety, belief in professional standards, and allocation of resources toward continued excellence and improvement. Programs that achieve aee accredited status can be confident that they meet or exceed recognized industry standards.

Form 990, Page 2, Part III, Line 4C

Membership - aee is a professional membership organization. Our members influence and inspire over one million individuals each year, with our accredited programs working with over 300,000 people annually. Aee members represent a broad spectrum of professional fields that utilize experiential education methodologies and practices: outdoor, classroom, human service, organizational training, therapeutic, and adventure settings. We recognize and champion the fact that experiential education can take place in many different settings and facilitate the connection between individuals from all areas of professional focus, perspective and background. While use of the outdoors is not a requirement for experiential education, challenge is often achieved through activities in the outdoors. Accordingly, we recognize the value of nature and the outdoors. Becoming a member of aee allows you to participate in a supportive community dedicated to promoting, defining,developing, and applying the theories and practices of experiential education.

Form 990, Part IX, Line 11G

Professional service fees 53,130 4,446 0

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IRS990/ProgSrvcAccomActy2Grp/Desc0ACCREDITATION - IN 1994, AEE DEVELOPED THE MOST COMPREHENSIVE STANDARDS FOR COMMON PRACTICES IN THE INDUSTRY, BECOMING THE NATION'S FIRST RECOGNIZED ACCREDITATION PROCESS FOCUSING ON EXPERIENTIAL ADVENTURE PROGRAMMING. SINCE THEN, THE AEE ACCREDITATION PROGRAM'S STANDARDS-BASED EVALUATION PROCESS BY OBJECTIVE, INDEPENDENT REVIEWERS HAVE BECOME THE INDUSTRY-ACCEPTED LEVEL OF PROFESSIONAL EVALUATION FOR EXPERIENTIAL, OUTDOOR AND ADVENTURE, AND OUTDOOR BEHAVIORAL HEALTHCARE PROGRAMS. ATTAINING ACCREDITED STATUS THROUGH THE AEE ACCREDITATION PROGRAM IS SOLID EVIDENCE OF AN ORGANIZATION'S COMMITMENT TO QUALITY AND SAFETY, BELIEF IN PROFESSIONAL STANDARDS, AND ALLOCATION OF RESOURCES TOWARD CONTINUED EXCELLENCE AND IMPROVEMENT. PROGRAMS THAT ACHIEVE AEE ACCREDITED STATUS CAN BE CONFIDENT THAT THEY MEET OR EXCEED RECOGNIZED INDUSTRY STANDARDS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERSHIP - AEE IS A PROFESSIONAL MEMBERSHIP ORGANIZATION. OUR MEMBERS INFLUENCE AND INSPIRE OVER ONE MILLION INDIVIDUALS EACH YEAR, WITH OUR ACCREDITED PROGRAMS WORKING WITH OVER 300,000 PEOPLE ANNUALLY. AEE MEMBERS REPRESENT A BROAD SPECTRUM OF PROFESSIONAL FIELDS THAT UTILIZE EXPERIENTIAL EDUCATION METHODOLOGIES AND PRACTICES: OUTDOOR, CLASSROOM, HUMAN SERVICE, ORGANIZATIONAL TRAINING, THERAPEUTIC, AND ADVENTURE SETTINGS. WE RECOGNIZE AND CHAMPION THE FACT THAT EXPERIENTIAL EDUCATION CAN TAKE PLACE IN MANY DIFFERENT SETTINGS AND FACILITATE THE CONNECTION BETWEEN INDIVIDUALS FROM ALL AREAS OF PROFESSIONAL FOCUS, PERSPECTIVE AND BACKGROUND. WHILE USE OF THE OUTDOORS IS NOT A REQUIREMENT FOR EXPERIENTIAL EDUCATION, CHALLENGE IS OFTEN ACHIEVED THROUGH ACTIVITIES IN THE OUTDOORS. ACCORDINGLY, WE RECOGNIZE THE VALUE OF NATURE AND THE OUTDOORS. BECOMING A MEMBER OF AEE ALLOWS YOU TO PARTICIPATE IN A SUPPORTIVE COMMUNITY DEDICATED TO PROMOTING, DEFINING,DEVELOPING, AND APPLYING THE THEORIES AND PRACTICES OF EXPERIENTIAL EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCREDITATION - IN 1994, AEE DEVELOPED THE MOST COMPREHENSIVE STANDARDS FOR COMMON PRACTICES IN THE INDUSTRY, BECOMING THE NATION'S FIRST RECOGNIZED ACCREDITATION PROCESS FOCUSING ON EXPERIENTIAL ADVENTURE PROGRAMMING. SINCE THEN, THE AEE ACCREDITATION PROGRAM'S STANDARDS-BASED EVALUATION PROCESS BY OBJECTIVE, INDEPENDENT REVIEWERS HAVE BECOME THE INDUSTRY-ACCEPTED LEVEL OF PROFESSIONAL EVALUATION FOR EXPERIENTIAL, OUTDOOR AND ADVENTURE, AND OUTDOOR BEHAVIORAL HEALTHCARE PROGRAMS. ATTAINING ACCREDITED STATUS THROUGH THE AEE ACCREDITATION PROGRAM IS SOLID EVIDENCE OF AN ORGANIZATION'S COMMITMENT TO QUALITY AND SAFETY, BELIEF IN PROFESSIONAL STANDARDS, AND ALLOCATION OF RESOURCES TOWARD CONTINUED EXCELLENCE AND IMPROVEMENT. PROGRAMS THAT ACHIEVE AEE ACCREDITED STATUS CAN BE CONFIDENT THAT THEY MEET OR EXCEED RECOGNIZED INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP - AEE IS A PROFESSIONAL MEMBERSHIP ORGANIZATION. OUR MEMBERS INFLUENCE AND INSPIRE OVER ONE MILLION INDIVIDUALS EACH YEAR, WITH OUR ACCREDITED PROGRAMS WORKING WITH OVER 300,000 PEOPLE ANNUALLY. AEE MEMBERS REPRESENT A BROAD SPECTRUM OF PROFESSIONAL FIELDS THAT UTILIZE EXPERIENTIAL EDUCATION METHODOLOGIES AND PRACTICES: OUTDOOR, CLASSROOM, HUMAN SERVICE, ORGANIZATIONAL TRAINING, THERAPEUTIC, AND ADVENTURE SETTINGS. WE RECOGNIZE AND CHAMPION THE FACT THAT EXPERIENTIAL EDUCATION CAN TAKE PLACE IN MANY DIFFERENT SETTINGS AND FACILITATE THE CONNECTION BETWEEN INDIVIDUALS FROM ALL AREAS OF PROFESSIONAL FOCUS, PERSPECTIVE AND BACKGROUND. WHILE USE OF THE OUTDOORS IS NOT A REQUIREMENT FOR EXPERIENTIAL EDUCATION, CHALLENGE IS OFTEN ACHIEVED THROUGH ACTIVITIES IN THE OUTDOORS. ACCORDINGLY, WE RECOGNIZE THE VALUE OF NATURE AND THE OUTDOORS. BECOMING A MEMBER OF AEE ALLOWS YOU TO PARTICIPATE IN A SUPPORTIVE COMMUNITY DEDICATED TO PROMOTING, DEFINING,DEVELOPING, AND APPLYING THE THEORIES AND PRACTICES OF EXPERIENTIAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION OF EXPERIENTIAL EDUCATION IS A MEMBERSHIP ASSOCIATION AND CURRENTLY HAS HUNDREDS OF MEMBERS FROM AROUND THE WORLD. OUR MEMBERS INFLUENCE AND INSPIRE OVER ONE MILLION INDIVIDUALS EACH YEAR, WITH OUR ACCREDITED PROGRAMS WORKING WITH OVER 300,000 PEOPLE ANNUALLY, AEE MEMBERS REPRESENT A BROAD SPECTRUM OF PROFESSIONAL FIELDS THAT UTILIZE EXPERIENTIAL EDUCATION METHODOLOGIES AND PRACTICES: OUTDOOR, CLASSROOM, HUMAN SERVICE, ORGANIZATIONAL TRAINING, THERAPEUTIC, AND ADVENTURE SETTINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS INCLUDES POSITIONS THAT ARE ELECTED BY THE MEMBERSHIP AND POSITIONS THAT ARE APPOINTED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WHEN THE FINAL DRAFT IS COMPLETED BY THE OUTSIDE AUDIT AND ACCOUNTING FIRM, THE EXECUTIVE DIRECTOR AND BOARD TREASURER WILL REVIEW THE 990. A COPY WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO MAILING THE RETURN TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS FOLLOWS A POLICY MONITORING CALENDAR AND THE CONFLICT OF INTEREST FORM IS COMPLETED BY EACH BOARD MEMBER EVERY NOVEMBER, REVIEWED, AND STORED ON THE BOARD DRIVE. ALL BOARD MEMBERS AND STAFF MUST SIGN-OFF ANNUALLY, AND ANY NEW CONFLICTS ARE TO BE REPORTED AS SOON AS POSSIBLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD SETS COMPENSATION FOR THE EXECUTIVE DIRECTOR FOLLOWING ASSOCIATION MARKET SALARY SURVEYS, GEOGRAPHIC LIVING WAGES, AND OTHER DATA AS A BENCHMARK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION OF KEY EMPLOYEES FOLLOWING THE ASSOCIATION MARKET SALARY SURVEYS, GEOGRAPHIC LOCATION LIVING WAGES, AND OTHER DATA AS A BENCHMARK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROFESSIONAL SERVICE FEES 53,130 4,446 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
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