Civic Intelligence

Plano Works Leadership Foundation

EIN 87-2579614 • 501(c)3 • Plano, TX

Profile

To promote and develop community workforce, philanthropy, leadership development, and educational attainment through volunteerism, charitable giving, and educational programming.

5400 Independence Parkway 200Plano, TX 75023

www.planochamber.org/PLANO-WORKS-LEADERSHIP

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

88th percentile

58%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$198,969

Up $25,096 (+14%) from 2024

Liabilities

Up

$7,500

Up $7,500 from 2024

Net Assets

Up

$191,469

Up $17,596 (+10%) from 2024

Revenue

Down

$245,302

Down $1,082 (-0.4%) from 2024

Expenses

Up

$227,706

Up $93,100 (+69%) from 2024

Net Income

Down

$17,596

Down $94,182 (-84%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2023: $80,048Liabilities 2023: $17,953Net Assets 2023: $62,0952023Assets 2024: $173,873Liabilities 2024: $0Net Assets 2024: $173,8732024Assets 2025: $198,969Liabilities 2025: $7,500Net Assets 2025: $191,4692025

Highlighted filing

2025

Assets$198,969
Liabilities$7,500
Net Assets$191,469

Operations Trend

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

$300K$200K$100K$0Revenue 2023: $131,122Expenses 2023: $112,422Net Income 2023: $18,7002023Revenue 2024: $246,384Expenses 2024: $134,606Net Income 2024: $111,7782024Revenue 2025: $245,302Expenses 2025: $227,706Net Income 2025: $17,5962025

Highlighted filing

2025

Revenue$245,302
Expenses$227,706
Net Income$17,596

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$245,302
Mission and Program Overview

Mission

The foundation provides a variety of community involvement programs. These programs include leadership plano. Leadership plano provides education and leadership development empowering current and future leaders and motivating them to serve civic, charitable, and business organizations within the community.

To promote and develop community workforce, philanthropy, leadership development, and educational attainment through volunteerism, charitable giving, and educational programming.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$91,123$93,320▲ $2,197
Pledges and Grants Receivable-$50,000-
Savings and Temporary Cash Investments$30,706$30,928▲ $222
Accounts Receivable$50,813$19,850▼ $30,963
Prepaid Expenses and Deferred Charges$1,231$3,827▲ $2,596
Land, Buildings, and Equipment, Net$0$1,044▲ $1,044
Total Assets$173,873$198,969▲ $25,096
Liabilities
Deferred Revenue-$7,500-
Total Liabilities$0$7,500▲ $7,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$173,873$187,894▲ $14,021
Net Assets With Donor Restrictions-$3,575-
Total Net Assets Fund Balance$173,873$191,469▲ $17,596
Total Liabilities and Net Assets / Fund Balance$173,873$198,969▲ $25,096

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,044-$1,044
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve McswainChair
Kelle MarsalisPresident/CEO
Joan CeteraVice-chair
Jan RuggDirector
Jeri ChambersDirector
Lucy BannonDirector
Mike LawsonDirector
Pamela Ziegler-pettyDirector
Sam JohnsonDirector
Emily ZoogTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,880
Program Service Revenue
$137,200
Investment Income
$222
Other Revenue
$0
All Other Contributions
$107,880
Change in Net Assets
$17,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$245,302
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,000
Total Revenue per Audited Statements
$248,302
Total Revenue per Form 990
$245,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$112,644
Other Expenses$110,937
Grants and Similar Amounts Paid$4,125
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$94,680--$94,680
Fees for Services Other$60,000--$60,000
Conferences and Meetings$13,581--$13,581
Other Employee Benefits$12,863--$12,863
All Other Expenses$8,097--$8,097
Office Expenses$6,814--$6,814
Other Expenses$5,541--$5,541
Travel$5,253--$5,253
Payroll Taxes$5,101--$5,101
Information Technology$4,666--$4,666
Grants to Domestic Individuals$4,125--$4,125
Occupancy$3,140--$3,140
Fees for Services Accounting$2,000--$2,000
Advertising$1,845--$1,845
Total Functional Expenses$227,706$0$0$227,706

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$230,706
Expenses per Audited Statements$227,706
Total Expenses per Form 990$227,706
Expenses Not Reported on Form 990$3,000
Expenses Not Reported on Financial Statements$0
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
No
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization's tax return is prepared by a cpa firm who furnishes a draft of the return to the committee. After their approval, a final copy is furnished to the board of directors of the plano works leadership foundation.

Form 990, Part VI, Section C, Line 19

The plano works leadership foundation keeps all of the documents at the accounting office and they are made available upon request.

Filing and Contact Details

Filer

Filer Name
Plano Works Leadership Foundation
EIN
87-2579614
Phone
9724247547
Address
5400 INDEPENDENCE PARKWAY 200, PLANO, TX 75023

Signing Officer

Name
Kelle Marsalis
Title
President/CEO
Phone
9724247547
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelle Marsalis
Formed
2021
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
45

Preparer

Firm
Lane Gorman Trubitt LLC
Address
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Preparer
Kevin Warneke
Phone
2148717500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor: program service expenses 60,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 60,000.

FORM 990, PART XII, LINE 2C:

Committee's oversight and selection process the organization has a committee that assumes responsibility of the oversight of the audit and selection of an independent accountant. There was no change to the process during the year.

Financial Statement Notes

PART X, LINE 2:

The foundation is exempt from federal income taxes under section 501(c)(3) of the united states internal revenue code according to the united states internal revenue service group exemption letter dated july 27, 2021 based on being determined to be a public charity. Accordingly, no provision for income taxes has been made related to the foundation. Should the foundation engage in activities unrelated to the purpose for which it was created, taxable income could result. Gaap requires the evaluation of tax positions taken or expected to be taken in the course of preparing the chamber's financial statements to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. A reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. The foundation's informational returns filed in the u.s. Federal jurisdiction are generally subject to examination for three years after the later of the due date or date of filing.

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IRS990/ProgSrvcAccomActy3Grp/Desc0PLANO UNITED BUSINESS IS A 2-YEAR MENTORSHIP PROGRAM FOR MINORITY-OWNED SMALL BUSINESSES LOCATED IN COLLIN COUNTY. PLANO WORKS LEADERSHIP FOUNDATION PROVIDES A STRUCTURE FOR INDIVIDUALS, BUSINESSES OF ALL SIZES, CORPORATE PARTNERS, AND FOUNDATIONS TO SUPPORT THE WORK OF THE PLANO CHAMBER'S LEADERSHIP PROGRAMS AND INITIATIVES. PLANO UNITED BUSINESS COMPLETED ITS FIRST COHORT WITH 10 COMPANIES PARTICIPATING.
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IRS990/PYContributionsGrantsAmt091164
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt0252
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0154968
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0246384
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt017596
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt030706
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030928
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015828
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0214872
IRS990ScheduleA/TotalSupportAmt0215520
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/DonatedServicesUseFcltsAmt03000
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE ACCORDING TO THE UNITED STATES INTERNAL REVENUE SERVICE GROUP EXEMPTION LETTER DATED JULY 27, 2021 BASED ON BEING DETERMINED TO BE A PUBLIC CHARITY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE RELATED TO THE FOUNDATION. SHOULD THE FOUNDATION ENGAGE IN ACTIVITIES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, TAXABLE INCOME COULD RESULT. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CHAMBER'S FINANCIAL STATEMENTS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE FOUNDATION'S INFORMATIONAL RETURNS FILED IN THE U.S. FEDERAL JURISDICTION ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0227706
IRS990ScheduleD/TotalRevenuePerForm990Amt0245302
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0248302
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0230706
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04751
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt013580
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt04200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KELLE MARSALIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0176688
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S TAX RETURN IS PREPARED BY A CPA FIRM WHO FURNISHES A DRAFT OF THE RETURN TO THE COMMITTEE. AFTER THEIR APPROVAL, A FINAL COPY IS FURNISHED TO THE BOARD OF DIRECTORS OF THE PLANO WORKS LEADERSHIP FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLANO WORKS LEADERSHIP FOUNDATION KEEPS ALL OF THE DOCUMENTS AT THE ACCOUNTING OFFICE AND THEY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT LABOR: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTEE'S OVERSIGHT AND SELECTION PROCESS THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE TO THE PROCESS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLANO CHAMBER OF COMMERCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0750717348
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BUSINESS RESOURCES FOR PLANO, TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05400 INDEPENDENCE PARKWAY SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PLANO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd075023
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0173873
IRS990/TotalAssetsEOYAmt0198969
IRS990/TotalAssetsGrp/BOYAmt0173873

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