Civic Intelligence

Montessori Country Schools

EIN 91-1046004 • 501(c)3 • Bainbridge Is, WA

Bainbridge Is, WA
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.45x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

57th percentile

7.9%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

71st percentile

$110,032

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

44th percentile

1.5%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-2.5%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$4,330,837

Up $64,618 (+1.5%) from 2024

Liabilities

Down

$683,896

Down $54,967 (-7.4%) from 2024

Net Assets

Up

$3,646,941

Up $119,585 (+3.4%) from 2024

Revenue

Down

$1,521,872

Down $38,258 (-2.5%) from 2024

Expenses

Up

$1,402,287

Up $18,860 (+1.4%) from 2024

Net Income

Down

$119,585

Down $57,118 (-32%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $454,837Liabilities 2011: $0Net Assets 2011: $454,8372011Assets 2012: $989,837Liabilities 2012: $1Net Assets 2012: $989,8362012Assets 2013: $1,386,274Liabilities 2013: $0Net Assets 2013: $1,386,2742013Assets 2014: $1,729,224Liabilities 2014: $223,536Net Assets 2014: $1,505,6882014Assets 2015: $1,847,599Liabilities 2015: $219,381Net Assets 2015: $1,628,2182015Assets 2016: $2,240,389Liabilities 2016: $224,622Net Assets 2016: $2,015,7672016Assets 2017: $2,653,567Liabilities 2017: $0Net Assets 2017: $2,653,5672017Assets 2018: $3,945,566Liabilities 2018: $963,000Net Assets 2018: $2,982,5662018Assets 2019: $4,037,503Liabilities 2019: $919,923Net Assets 2019: $3,117,5802019Assets 2020: $4,054,600Liabilities 2020: $879,443Net Assets 2020: $3,175,1572020Assets 2021: $4,044,517Liabilities 2021: $879,443Net Assets 2021: $3,165,0742021Assets 2022: $4,143,947Liabilities 2022: $839,738Net Assets 2022: $3,304,2092022Assets 2023: $4,141,349Liabilities 2023: $790,696Net Assets 2023: $3,350,6532023Assets 2024: $4,266,219Liabilities 2024: $738,863Net Assets 2024: $3,527,3562024Assets 2025: $4,330,837Liabilities 2025: $683,896Net Assets 2025: $3,646,9412025

Highlighted filing

2025

Assets$4,330,837
Liabilities$683,896
Net Assets$3,646,941

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $462,649Expenses 2011: $543,746Net Income 2011: -$81,0972011Revenue 2012: $985,788Expenses 2012: $450,697Net Income 2012: $535,0912012Revenue 2013: $905,342Expenses 2013: $508,524Net Income 2013: $396,8182013Revenue 2014: $907,980Expenses 2014: $788,566Net Income 2014: $119,4142014Revenue 2015: $900,506Expenses 2015: $777,976Net Income 2015: $122,5302015Revenue 2016: $1,191,131Expenses 2016: $803,582Net Income 2016: $387,5492016Revenue 2017: $1,535,202Expenses 2017: $897,402Net Income 2017: $637,8002017Revenue 2018: $1,296,605Expenses 2018: $967,606Net Income 2018: $328,9992018Revenue 2019: $1,216,674Expenses 2019: $1,081,660Net Income 2019: $135,0142019Revenue 2020: $1,163,560Expenses 2020: $1,105,983Net Income 2020: $57,5772020Revenue 2021: $957,193Expenses 2021: $967,278Net Income 2021: -$10,0852021Revenue 2022: $1,303,699Expenses 2022: $1,164,562Net Income 2022: $139,1372022Revenue 2023: $1,388,974Expenses 2023: $1,342,530Net Income 2023: $46,4442023Revenue 2024: $1,560,130Expenses 2024: $1,383,427Net Income 2024: $176,7032024Revenue 2025: $1,521,872Expenses 2025: $1,402,287Net Income 2025: $119,5852025

Highlighted filing

2025

Revenue$1,521,872
Expenses$1,402,287
Net Income$119,585

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.68$3.65$1.52$1.40$0.12
2024Summary only. Only limited summary data is available for this year.$4.27$0.74$3.53$1.56$1.38$0.18
2023Summary only. Only limited summary data is available for this year.$4.14$0.79$3.35$1.39$1.34$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.84$3.30$1.30$1.16$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.88$3.17$0.96$0.97$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.88$3.18$1.16$1.11$0.06
2019Summary only. Only limited summary data is available for this year.$4.04$0.92$3.12$1.22$1.08$0.14
2018Summary only. Only limited summary data is available for this year.$3.95$0.96$2.98$1.30$0.97$0.33
2017Summary only. Only limited summary data is available for this year.$2.65$0.00$2.65$1.54$0.90$0.64
2016Summary only. Only limited summary data is available for this year.$2.24$0.22$2.02$1.19$0.80$0.39
2015Summary only. Only limited summary data is available for this year.$1.85$0.22$1.63$0.90$0.78$0.12
2014Summary only. Only limited summary data is available for this year.$1.73$0.22$1.51$0.91$0.79$0.12
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.91$0.51$0.40
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.99$0.45$0.54
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.46$0.54$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.0
Gross Receipts
$1,555,426
Mission and Program Overview

Mission

We offer full and half day school classes for children from 18 months to sixth grade age based on the montessori philosophy and methods. We also offer parent education to the parents of our students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,527,356$3,646,941▲ $119,585
Land, Buildings, and Equipment, Net$3,276,128$3,200,154▼ $75,974
Savings and Temporary Cash Investments$451,423$830,296▲ $378,873
Cash and Non-Interest-Bearing Accounts$538,668$300,387▼ $238,281
Total Assets$4,266,219$4,330,837▲ $64,618
Liabilities
Other Liabilities$738,863$683,896▼ $54,967
Total Liabilities$738,863$683,896▼ $54,967
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,527,356$3,646,941▲ $119,585
Total Liabilities and Net Assets / Fund Balance$4,266,219$4,330,837▲ $64,618

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,533,778$677,376$3,211,154
Land$653,318-$653,318
Equipment$13,058$69,195$82,253
Other Land Buildings-$2,800$2,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Megham SkotheimHead of SchoFT$110,032$110,032

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$336,409
Program Service Revenue
$1,190,119
Investment Income
$28,898
Other Revenue
$-33,554
All Other Contributions
$239,649
Change in Net Assets
$119,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,041,820
Other Expenses$360,467
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$749,151$83,239-$832,390
Current Officers, Directors, Trustees, and Key Employees$101,576$11,286-$112,862
Payroll Taxes$86,911$9,657-$96,568
Depreciation Depletion$80,294$8,921-$89,215
All Other Expenses$42,171$2,548-$44,719
Interest$36,746$4,083-$40,829
Other Expenses$18,176$2,020-$20,196
Insurance$14,733$1,637-$16,370
Occupancy$14,145$1,572-$15,717
Fees for Services Other-$12,705-$12,705
Information Technology$6,241$693-$6,934
Fees for Services Accounting-$4,250-$4,250
Office Expenses$2,022$225-$2,247
Advertising$1,782--$1,782
Total Functional Expenses$1,248,901$153,386$0$1,402,287
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,554
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$96,760-$16,106-
Total Events$96,760-$33,554$-33,554
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
N/p Bmo Bank N.a.$683,896
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The business manager reviews form 990 prior to filing.

Form 990, Page 6, Part VI, Line 19

Upon request to the business manager.

Filing and Contact Details

Filer

Filer Name
Montessori Country Schools
EIN
91-1046004
Phone
2068424966
Address
10994 ARROW POINT DRIVE NE, BAINBRIDGE ISLAND, WA 98110

Signing Officer

Name
Courtney Scott
Title
President
Phone
2068424966
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Courtney Scott
Formed
1978
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
12
Employees
22

Preparer

Firm
Minar and Northey Llp
Address
PO BOX 9845, SEATTLE, WA 98109
Preparer
Dawna K Munson
Phone
2062822666
Raw XML AppendixShowing 400 of 424 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/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0CLEANING
IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2BUILDING MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13195
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22548
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32020
IRS990/OtherExpensesGrp/ProgramServicesAmt043262
IRS990/OtherExpensesGrp/ProgramServicesAmt128760
IRS990/OtherExpensesGrp/ProgramServicesAmt222931
IRS990/OtherExpensesGrp/ProgramServicesAmt318176
IRS990/OtherExpensesGrp/TotalAmt048069
IRS990/OtherExpensesGrp/TotalAmt131955
IRS990/OtherExpensesGrp/TotalAmt225479
IRS990/OtherExpensesGrp/TotalAmt320196
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IRS990/OtherLiabilitiesGrp/EOYAmt0683896
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083239
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0749151
IRS990/OtherSalariesAndWagesGrp/TotalAmt0832390
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09657
IRS990/PayrollTaxesGrp/ProgramServicesAmt086911
IRS990/PayrollTaxesGrp/TotalAmt096568
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0COURTNEY SCOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0315899
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018759
IRS990/PYOtherExpensesAmt0366386
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IRS990/PYRevenuesLessExpensesAmt0176703
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IRS990/PYTotalRevenueAmt01560130
IRS990/ReconcilationRevenueExpnssAmt0119585
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01190119
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03527356
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03646941
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0451423
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0830296
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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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02533778
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0677376
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03211154
IRS990ScheduleD/EquipmentGrp/BookValueAmt013058
IRS990ScheduleD/EquipmentGrp/DepreciationAmt069195
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt082253
IRS990ScheduleD/LandGrp/BookValueAmt0653318
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0653318
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02800
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0683896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0N/P BMO BANK N.A.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03200154
IRS990ScheduleD/TotalLiabilityAmt0683896
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/ExplanationTxt0THE SCHOOL HAS A WRITTEN NONDISCRIMINATORY POLICY AVAILABLE ON ITS WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt096760
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033554
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-33554
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016106
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt017448
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017448
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BUSINESS MANAGER REVIEWS FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST TO THE BUSINESS MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt04330837
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IRS990/TotalAssetsGrp/EOYAmt04330837
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0336409
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01248901
IRS990/TotalFunctionalExpensesGrp/TotalAmt01402287
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0738863
IRS990/TotalLiabilitiesEOYAmt0683896
IRS990/TotalLiabilitiesGrp/BOYAmt0738863
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03527356
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03646941
IRS990/TotalProgramServiceExpensesAmt01248901
IRS990/TotalProgramServiceRevenueAmt01190119
IRS990/TotalReportableCompFromOrgAmt0110032
IRS990/TotalRevenueGrp/ExclusionAmt0-4656
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01190119
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01521872
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04266219
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04330837
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010994 ARROW POINT DRIVE NE
IRS990/USAddress/CityNm0BAINBRIDGE ISLAND
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098110
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.MONTESSORICOUNTRYSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02068424966

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