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Nonprofiteer
← AMERICAN SYMPHONY ORCHESTRA LEAGUE

Form 990 for tax year 2022

Filed by AMERICAN SYMPHONY ORCHESTRA LEAGUE.

Totals

Total revenue
$6,165,913
Total expenses
$6,771,911
Contributions and grants received
$5,136,627
Grants paid
$622,450
Program service revenue
$832,248
Investment income
$139,440
Other revenue
$57,598
Total assets, end of year
$11,723,102
Total liabilities, end of year
$3,876,857
Net assets or fund balances, end of year
$7,846,245
Program services expenses (Part IX)
$4,545,330
Management and general expenses
$1,006,820
Fundraising expenses
$1,219,761
Program service expenses (Part III)
$4,545,330

Program services were 67.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $2,000,443

  • 1e · Government grants (contributions)

    $317,080

  • 1f · All other contributions, gifts and grants

    $2,819,104

  • 1g · Noncash contributions included above

    $75,142

  • 2a · Program service revenue: MEETINGS AND SEMINARS

    total $724,427 · related or exempt $724,427

  • 2b · Program service revenue: SYMPHONY MAGAZINE

    total $107,821 · unrelated business $107,821

  • 3 · Investment income

    total $142,404 · excluded $142,404

  • 6a · Gross rents

    real property $49,850

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $49,850

  • 6d · Net rental income or loss

    total $49,850 · excluded $49,850

  • 7a · Gross sales of assets other than inventory

    securities $299,463

  • 7b · Less cost or other basis and sales expenses

    securities $302,427

  • 7c · Gain or loss

    securities -$2,964

  • 7d · Net gain or loss

    total -$2,964 · excluded -$2,964

  • 11a · Other revenue: WEBSITE POSTING

    total $6,228 · unrelated business $6,228

  • 11b · Other revenue: OTHER REVENUE

    total $1,125 · related or exempt $1,125

  • 11c · Other revenue: MAILING LIST

    total $395 · related or exempt $395

  • 11e · Other revenue, total

    $7,748

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $622,450 · program services $622,450

  • 5 · Compensation of officers, directors and key employees

    total $1,276,028 · program services $800,543 · management and general $194,573 · fundraising $280,912

  • 7 · Other salaries and wages

    total $1,983,822 · program services $1,403,446 · management and general $118,900 · fundraising $461,476

  • 8 · Pension plan contributions

    total $60,529 · program services $37,656 · management and general $6,389 · fundraising $16,484

  • 9 · Other employee benefits

    total $303,467 · program services $199,362 · management and general $26,689 · fundraising $77,416

  • 10 · Payroll taxes

    total $259,835 · program services $175,024 · management and general $24,848 · fundraising $59,963

  • 11b · Fees: legal

    total $11,390 · management and general $11,390

  • 11d · Fees: lobbying

    total $56,511 · program services $56,511

  • 11f · Fees: investment management

    total $26,968 · management and general $26,968

  • 11g · Fees: other

    total $520,246 · program services $225,395 · management and general $251,177 · fundraising $43,674

  • 12 · Advertising and promotion

    total $1,918 · program services $599 · management and general $1,170 · fundraising $149

  • 13 · Office expenses

    total $232,816 · program services $160,116 · management and general $56,565 · fundraising $16,135

  • 14 · Information technology

    total $342,582 · program services $205,600 · management and general $47,397 · fundraising $89,585

  • 16 · Occupancy

    total $291,845 · program services $195,537 · management and general $32,103 · fundraising $64,205

  • 17 · Travel

    total $154,619 · program services $97,751 · management and general $30,948 · fundraising $25,920

  • 19 · Conferences, conventions and meetings

    total $282,562 · program services $203,699 · management and general $39,033 · fundraising $39,830

  • 22 · Depreciation, depletion and amortization

    total $156,957 · program services $105,160 · management and general $17,267 · fundraising $34,530

  • 23 · Insurance

    total $22,022 · program services $23 · management and general $21,999

  • 24a · Other expenses: STAFF TRAINING, RECRUIT

    total $52,924 · program services $41,338 · management and general $5,557 · fundraising $6,029

  • 24b · Other expenses: BAD DEBT

    total $38,571 · management and general $38,571

  • 24c · Other expenses: EQUIP RENTAL & REPAIRS

    total $30,302 · program services $1,541 · management and general $28,761

  • 24d · Other expenses: MISCELLENAOUS

    total $25,072 · program services $7,809 · management and general $15,248 · fundraising $2,015

  • 24e · All other expenses

    total $18,475 · program services $5,770 · management and general $11,267 · fundraising $1,438

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $300 · end of year $300

  • 2 · Savings and temporary cash investments

    beginning of year $1,160,482 · end of year $2,226,191

  • 3 · Pledges and grants receivable

    beginning of year $2,128,226 · end of year $979,064

  • 4 · Accounts receivable

    beginning of year $131,531 · end of year $404,940

  • 9 · Prepaid expenses and deferred charges

    beginning of year $136,901 · end of year $48,531

  • 10a · Land, buildings and equipment: cost or other basis

    $3,419,284

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,883,825

  • 10c · Land, buildings and equipment, net

    beginning of year $690,835 · end of year $535,459

  • 11 · Investments: publicly traded securities

    beginning of year $4,717,771 · end of year $4,934,686

  • 15 · Other assets

    beginning of year $2,900,779 · end of year $2,593,931

  • 17 · Accounts payable and accrued expenses

    beginning of year $366,696 · end of year $599,161

  • 19 · Deferred revenue

    beginning of year $565,908 · end of year $628,160

  • 25 · Other liabilities

    beginning of year $2,932,504 · end of year $2,649,536

  • 27 · Net assets without donor restrictions

    beginning of year $1,275,582 · end of year $1,519,764

  • 28 · Net assets with donor restrictions

    beginning of year $6,726,135 · end of year $6,326,481

Mission and programs · 2022

Mission

TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES.

  • LEARNING AND LEADERSHIP DEVELOPMENT: THE LEAGUE DELIVERS A RANGE OF ONLINE AND IN-PERSON LEARNING OPPORTUNITIES, INCLUDING SEMINARS AND WEBINARS, CONSTITUENCY MEETINGS, MENTORING PROGRAMS, AND COHORT-BASED PROGRAMS. IT ALSO OPERATES GRANT-MAKING PROGRAMS THAT SUPPORT ORGANIZATIONAL LEARNING IN INNOVATION AND IN EQUITY, DIVERSITY AND INCLUSION. THROUGH THESE PROGRAMS, ORCHESTRA STAFF, BOARD MEMBERS, MUSICIANS, AND VOLUNTEERS CAN ACQUIRE SKILLS, KNOWLEDGE, AND NETWORKS THAT ARE VITAL TO THEIR LEADERSHIP IN THE FIELD. THE ANNUAL NATIONAL CONFERENCE AND MID WINTER MANAGERS MEETING OFFER ADDITIONAL OPPORTUNITIES FOR NETWORKING AND PROFESSIONAL DEVELOPMENT, WHILE PROVIDING A FORUM TO DISCUSS EMERGING ISSUES AND TRENDS, EXCHANGE IDEAS, AND MODEL POSSIBLE RESPONSES TO FIELD-WIDE CHALLENGES AND OPPORTUNITIES.

    Expenses $1,953,374 · Grants $621,750 · Revenue $622,126

  • COMMUNICATIONS AND PUBLIC RELATIONS: THE LEAGUE PROVIDES ORCHESTRAS AND INDIVIDUALS WITH UPDATES AND NEWS ABOUT THE FIELD; DEVELOPS STRATEGIC MESSAGING ABOUT THE PUBLIC VALUE OF ORCHESTRAS FOR USE NATIONALLY AND BY ORCHESTRAS LOCALLY; FURNISHES FIELD-WIDE DATA AND CONTEXT TO JOURNALISTS; AND PROVIDES MEDIA RELATIONS GUIDANCE TO ORCHESTRAS NATIONWIDE.

    Expenses $994,200 · Revenue $103,821

  • ADVOCACY: THE LEAGUE REPRESENTS THE INTERESTS OF AMERICAN ORCHESTRAS TO MEMBERS OF CONGRESS AND THE EXECUTIVE BRANCH ON ISSUES AFFECTING THE ORCHESTRA FIELD; DISTRIBUTES UPDATES ON PENDING LEGISLATION, WITH RECOMMENDATIONS FOR LOCAL ACTION; AND PROVIDES ASSISTANCE TO ORCHESTRAS TO BUILD THEIR CAPACITY FOR LOCAL AND STATE ADVOCACY.

    Expenses $576,885 · Grants $400

  • MEMBER SERVICES: THE LEAGUE PROVIDES SOME 2,000 MEMBERS WITH EXTENSIVE INFORMATION ABOUT THE FIELD, INCLUDING TRENDS, OPEN POSITIONS, NEW APPOINTMENTS, AND THE MANY OTHER ACTIVITIES OF THE NATION'S ORCHESTRAS. SERVICES TO MEMBERS INCLUDE SPECIALIZED GUIDANCE ON OPERATIONS, ARTISTIC, AND COMMUNITY ENGAGEMENT TOPICS THAT SUPPORT THE CAPACITY OF ORCHESTRAS TO DELIVER ON MISSION. MEMBERS ARE INVITED TO PARTICIPATE IN AN ONLINE COMMUNITY, A CONFIDENTIAL SPACE WHERE THEY CAN SHARE THEIR EXTENSIVE KNOWLEDGE AND LEARN ABOUT BEST PRACTICES THROUGHOUT THE FIELD.

    Expenses $519,947

  • RESEARCH AND DEVELOPMENT: THE LEAGUE EQUIPS ORCHESTRAS WITH INDUSTRY-SPECIFIC RESEARCH AND INFORMATION TO FUEL INNOVATION AND PROVIDES THE DATA AND INFORMATION THEY NEED TO MAKE KEY DECISIONS. THE LEAGUE ALSO CONDUCTS, ANALYZES, AND DISSEMINATES A RANGE OF SURVEYS-FROM QUICK QUESTIONS FOCUSING ON SPECIFIC ISSUES, TO ANNUAL, IN-DEPTH STUDIES.

    Expenses $500,924 · Grants $300

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Aaron Flagg

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Afa S Dworken

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alan Mason

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alan Pierson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alan Valentine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alberta Arthurs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alfred Moore

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Andrea Kalyn

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Bob Wagner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Burton Alter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Carmen Amalia Corrales

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Catherine C Moye

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Charles Dickerson III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Chris Doerr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Dan Hart

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Daniel Bernard Roumain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Daniel Song

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • David Alan Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • David Roth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Douglas M Hagerman

    CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Edward Yim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Gary Ginstling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Helen Shaffer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Henry Peyrebrune

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Howard D Palefsky

    TREASURER

    Total calculated
    $0
    Hours/week
    4
  • Hugh W Long PhD

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Isaac Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jamei Haswell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • James Roe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Janet Cabot

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Jeff Vom Saal

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Barlament

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Koh

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Mondie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jim Hasler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • John Loder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • John Lofton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Judy Dines

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Julie Meredith

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Kathryn Boucher

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Kjristine Lund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Laurie Skjerseth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Leslie Lassiter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Libby Watson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Lina Gonzalez-Granados

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Lindsey Nova

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Lorenzo Candelaria

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Marian Godfrey

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Marisa Eismann MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mark D Peacock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mark Jung

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mary C Patton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mary Louise Gorno

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Melanie Clarke

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Melia Tourangeau

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Michael R Mayton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mitch Menchaca

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Pamela Carter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Patricia A Richards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Pratichi Shah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Rhonda Hunsinger

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Robert Naparstek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Robert W McDonald

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Rosina Cannizzaro

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    2
  • Russel Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sharon Hatchett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sheila Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Steve Collins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Trine Sorensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • William Gettys

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Andrew Clark

    VP. FINANCE & ADM. (INCOMING)

    Total calculated
    $16,156
    From this org
    $14,803
    From related orgs
    $0
    Other
    $1,353
    Hours/week
    37.5
  • Heather Noonan

    VP ADVOCACY

    Total calculated
    $263,410
    From this org
    $205,192
    From related orgs
    $0
    Other
    $58,218
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $184,692
    Bonus
    $0
    Other
    $20,500
    Deferred
    $8,700
    Nontaxable benefits
    $49,518
    Filer's total
    $263,410
  • Karen Yair

    VP KNOWLEDGE LEARNING

    Total calculated
    $217,173
    From this org
    $163,920
    From related orgs
    $0
    Other
    $53,253
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $163,920
    Bonus
    $0
    Other
    $0
    Deferred
    $7,151
    Nontaxable benefits
    $46,102
    Filer's total
    $217,173
  • Marc Martin

    SENIOR DIRECTOR OF FIN. (OUTGOING)

    Total calculated
    $82,957
    From this org
    $59,789
    From related orgs
    $0
    Other
    $23,168
    Hours/week
    37.5
  • Marlah Bonner

    VP OF DEVELOPMENT

    Total calculated
    $231,293
    From this org
    $201,903
    From related orgs
    $0
    Other
    $29,390
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $193,903
    Bonus
    $8,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,390
    Filer's total
    $231,293
  • Simon Woods

    PRESIDENT/CEO

    Total calculated
    $459,711
    From this org
    $396,819
    From related orgs
    $0
    Other
    $62,892
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $356,319
    Bonus
    $20,000
    Other
    $20,500
    Deferred
    $11,199
    Nontaxable benefits
    $51,693
    Filer's total
    $459,711
  • Audrey Elliott-Risbud

    SENIOR DIRECTOR DEV.

    Total calculated
    $167,149
    From this org
    $111,962
    From related orgs
    $0
    Other
    $55,187
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $111,962
    Bonus
    $0
    Other
    $0
    Deferred
    $4,873
    Nontaxable benefits
    $50,314
    Filer's total
    $167,149
  • Caen Thomason-Redus

    VP INCLUSION & LEARNING (INCOMING)

    Total calculated
    $137,952
    From this org
    $102,503
    From related orgs
    $0
    Other
    $35,449
    Hours/week
    37.5
  • Najean Lee

    DIRECTOR OF GOVERNMENT AFFAIRS

    Total calculated
    $136,345
    From this org
    $101,440
    From related orgs
    $0
    Other
    $34,905
    Hours/week
    37.5
  • Rachel Rossos Gallant

    VICE PRES. MARKETING & MEMBERSHIP

    Total calculated
    $207,613
    From this org
    $145,969
    From related orgs
    $0
    Other
    $61,644
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $145,969
    Bonus
    $0
    Other
    $0
    Deferred
    $6,500
    Nontaxable benefits
    $55,144
    Filer's total
    $207,613
  • Robert Sandla

    EDITOR IN CHIEF SYMPHONY M

    Total calculated
    $142,245
    From this org
    $118,694
    From related orgs
    $0
    Other
    $23,551
    Hours/week
    37.5
  • Jesse Rosen

    PRESIDENT/CEO (FORMER)

    Total calculated
    $162,566
    From this org
    $162,566
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $162,566
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $162,566

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
JESSE ROSEN FORMER PRESIDENT/CEO, RECEIVED A SEVERANCE PAY OF $162,566 AND THIS IS REPORTED IN COLUMN B (III).
PART I, LINE 7
THE BONUS REPORTED IN COLUMN B(II) FOR THE CEO/PRESIDENT WAS APROVED BY THE BOARD CHAIR. THE OTHER BONUS WAS APPROVED BY THE CEO/PRESIDENT.
SCHEDULE J, PART II, COLUMN B(III):
THE AMOUNTS IN THIS COLUMN FOR SOME INDIVIDUALS REPRESENT CONTRIBUTIONS TO 457(B) RETIREMENT PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441299349304129

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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