Civic Intelligence

Alpha Phi International Fraternity-

990 • Fiscal year 2021 • EIN 95-1677601

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 21, 2021

9717 Elk Grove Florin Rd Unit BElk Grove, CA 95624

(916) 687-7700

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.00x

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Net Margin

12th percentile

-13%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Asset Growth

19th percentile

-3.9%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$542,516

Down $21,765 (-3.9%) from 2020

Net Assets

Down

$542,516

Down $21,765 (-3.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$162,384

Down $1,070,254 (-87%) from 2020

Expenses

Down

$184,149

Down $881,006 (-83%) from 2020

Net Income

Down

-$21,765

Down $189,248 (-113%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $157,579Liabilities 2011: $2,767Net Assets 2011: $154,8122011Assets 2012: $148,618Liabilities 2012: $1,541Net Assets 2012: $147,0772012Assets 2013: $166,708Liabilities 2013: $0Net Assets 2013: $166,7082013Assets 2014: $165,097Liabilities 2014: $0Net Assets 2014: $165,0972014Assets 2015: $120,796Liabilities 2015: $0Net Assets 2015: $120,7962015Assets 2016: $154,431Liabilities 2016: $0Net Assets 2016: $154,4312016Assets 2017: $232,466Liabilities 2017: $0Net Assets 2017: $232,4662017Assets 2018: $329,098Liabilities 2018: $0Net Assets 2018: $329,0982018Assets 2019: $396,798Liabilities 2019: $0Net Assets 2019: $396,7982019Assets 2020: $564,281Liabilities 2020: $0Net Assets 2020: $564,2812020Assets 2021: $542,516Liabilities 2021: $0Net Assets 2021: $542,5162021Assets 2022: $606,316Liabilities 2022: $0Net Assets 2022: $606,3162022Assets 2023: $627,541Liabilities 2023: $0Net Assets 2023: $627,5412023Assets 2024: $652,873Liabilities 2024: $0Net Assets 2024: $652,8732024Assets 2025: $684,925Liabilities 2025: $1Net Assets 2025: $684,9242025

Highlighted filing

2021

Assets$542,516
Liabilities$0
Net Assets$542,516

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $956,596Expenses 2011: $947,419Net Income 2011: $9,1772011Revenue 2012: $978,470Expenses 2012: $986,205Net Income 2012: -$7,7352012Revenue 2013: $1,144,388Expenses 2013: $1,124,757Net Income 2013: $19,6312013Revenue 2014: $1,106,457Expenses 2014: $1,108,068Net Income 2014: -$1,6112014Revenue 2015: $1,253,128Expenses 2015: $1,297,429Net Income 2015: -$44,3012015Revenue 2016: $1,270,095Expenses 2016: $1,236,460Net Income 2016: $33,6352016Revenue 2017: $1,416,859Expenses 2017: $1,338,824Net Income 2017: $78,0352017Revenue 2018: $1,472,406Expenses 2018: $1,375,774Net Income 2018: $96,6322018Revenue 2019: $1,350,752Expenses 2019: $1,282,871Net Income 2019: $67,8812019Revenue 2020: $1,232,638Expenses 2020: $1,065,155Net Income 2020: $167,4832020Revenue 2021: $162,384Expenses 2021: $184,149Net Income 2021: -$21,7652021Revenue 2022: $1,262,750Expenses 2022: $1,198,950Net Income 2022: $63,8002022Revenue 2023: $1,173,811Expenses 2023: $1,152,586Net Income 2023: $21,2252023Revenue 2024: $1,335,706Expenses 2024: $1,310,374Net Income 2024: $25,3322024Revenue 2025: $1,552,942Expenses 2025: $1,520,891Net Income 2025: $32,0512025

Highlighted filing

2021

Revenue$162,384
Expenses$184,149
Net Income-$21,765
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 21, 2021
Return Version
2020v4.0
Gross Receipts
$162,384
Mission and Program Overview

Mission

Alpha Phi is a sisterhood of women supporting each other in lifelong achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$564,281$542,516▼ $21,765
Savings and Temporary Cash Investments$195,467$396,054▲ $200,587
Cash and Non-Interest-Bearing Accounts$366,691$146,462▼ $220,229
Prepaid Expenses and Deferred Charges$2,123$0▼ $2,123
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$564,281$542,516▼ $21,765
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$564,281$542,516▼ $21,765
Total Liabilities and Net Assets / Fund Balance$564,281$542,516▼ $21,765
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hirth ChloePresident
VacantDirector of CHA
David ChalizeDirector of COM
Chen NatalieExecutive Admin
Palladini DevonPanhellenic Del
Koart EvaVP Marketing
Ramde MayaVP of Diversity
Diez KatherineVP of Finance
Asadoorian JulietteVP of Health, W
Der Manouel EvieVP of Membershi
Treitler LiannaVP of New Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$161,796
Investment Income
$588
Other Revenue
$0
Change in Net Assets
$-21,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,107
Salaries, Compensation, and Employee Benefits$41,217
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$37,800
Occupancy---$18,026
Office Expenses---$7,317
Other Expenses---$5,491
Insurance---$4,016
Payroll Taxes---$3,417
All Other Expenses---$3,365
Fees for Services Accounting---$2,103
Conferences and Meetings---$1,377
Benefits to Members---$825
Fees for Services Legal---$30
Total Functional Expenses$0$0$0$184,149
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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, Line 11B: Form 990 Review Process

The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization provides its governing documents and financial statements to the public upon request.

Form 990, Part VI, Line 6 - Explanation of Members

Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at USC.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at USC.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at USC,and have a sincere desire to contribute to the work of the Fraternity.

Form 990, Part VI, Line 7A - How Members or Shareholders Elect Governi

Members elect the Executive Board annually at a membership meeting.

Filing and Contact Details

Filer

Filer Name
Alpha Phi International Fraternity-
EIN
95-1677601
Phone
9166877700
Address
9717 ELK GROVE FLORIN RD UNIT B, ELK GROVE, CA 95624

Signing Officer

Name
Diez Katherine
Title
VP of Finance
Signed
2021-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hirth Chloe
Formed
1945
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
Preparer
Tammy Trujillo
Phone
9166877700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1 - Organization Mission

The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of Southern California ("USC").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.

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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/Form990PartVIISectionAGrp/TitleTxt6VP of Diversity
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt8PANHELLENIC DEL
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt181296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt240681
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-39382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt079201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt181296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt240681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-39382
IRS990/ProgSrvcAccomActy2Grp/Desc0The Organizations exempt purpose includes renting a facility that provides housing for some resident members and provides meeting facilities for all members. The experience of members living together and meeting together provides them with opportunities to support each others endeavors and work together as a team. The Organization also provides a full meal plan to resident members when school is in session and provides a limited meal plan to non resident members when school is in session. The experience of sharing meals teaches social skills, promotes bonds between members and encourages continued membership in the Organization.
IRS990/ProgSrvcAccomActy3Grp/Desc0Organization held event to congratulate seniors on their graduation from University of Southern California.This final event for the seniors encourages participation in the Organization as an alumni and promotes social interaction between members.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0994
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01012535
IRS990/PYProgramServiceRevenueAmt01231644
IRS990/PYRevenuesLessExpensesAmt0167483
IRS990/PYSalariesCompEmpBnftPaidAmt052620
IRS990/PYTotalExpensesAmt01065155
IRS990/PYTotalRevenueAmt01232638
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-21765
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0564281
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0542516
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0195467
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0396054
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by the organization's bookkeeper. The return is sent to the Board Members for review and comment. After this process is satisfied, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides its governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The mission of the organization is to support its members in lifelong achievement. The organization is a sorority that operates on the campus of University of Southern California ("USC").It achieves its mission by providing opportunities for its members to achieve their goals and promote life long bonds. This includes the renting of a facility where members may live and meet, providing leadership opportunities, and providing programs that encourage personal growth and provide incentive for members to join and remain members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members of the organization include initiated and uninitiated members of Alpha Phi who are full time students at USC.It is a private membership organization whose members are selected following a series of meetings, socials and interviews by existing members of the Fraternity at USC.Women selected for membership must have good scholarship,be of good character, have an interest in activities that will enhance the academic atmosphere at USC,and have a sincere desire to contribute to the work of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Members elect the Executive Board annually at a membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 6 - EXPLANATION OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0564281
IRS990/TotalAssetsEOYAmt0542516
IRS990/TotalAssetsGrp/BOYAmt0564281
IRS990/TotalAssetsGrp/EOYAmt0542516
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184149
IRS990/TotalGrossUBIAmt0588
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0564281
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0542516
IRS990/TotalProgramServiceRevenueAmt0161796
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0161796
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0162384
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0588
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0564281
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0542516
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0643 West 28th Street
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090007
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0https://www.uscalphaphi.co
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diez Katherine
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI INTERNATIONAL FRATERNITY-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA PI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0951677601
ReturnHeader/Filer/PhoneNum09166877700
ReturnHeader/Filer/USAddress/AddressLine1Txt09717 ELK GROVE FLORIN RD UNIT B
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 Elk Grove Florin Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095624
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY TRUJILLO
ReturnHeader/ReturnTs02021-09-21T10:33:22-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Diez
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Katherine
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$1.55$1.52$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$1.34$1.31$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$1.17$1.15$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.26$1.20$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.16$0.18$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$1.23$1.07$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.35$1.28$0.07
2018Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$1.47$1.38$0.10
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$1.42$1.34$0.08
2016Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$1.27$1.24$0.03
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$1.25$1.30$0.04
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$1.11$1.11$0.00
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$1.14$1.12$0.02
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.98$0.99$0.01
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.15$0.96$0.95$0.01
Peer Organizations

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