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Nonprofiteer
← LEARNING ALLY INC

Form 990 for tax year 2023

Filed by LEARNING ALLY INC.

Totals

Total revenue
$30,981,748
Total expenses
$29,244,437
Contributions and grants received
$16,865,403
Grants paid
$84,000
Program service revenue
$12,975,678
Investment income
$611,148
Other revenue
$529,519
Total assets, end of year
$40,746,463
Total liabilities, end of year
$14,656,371
Net assets or fund balances, end of year
$26,090,092
Program services expenses (Part IX)
$22,145,101
Management and general expenses
$5,656,730
Fundraising expenses
$1,442,606
Program service expenses (Part III)
$22,145,101

Program services were 75.7% 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.

  • 1e · Government grants (contributions)

    $7,819,350

  • 1f · All other contributions, gifts and grants

    $9,046,053

  • 1g · Noncash contributions included above

    $403,812

  • 2a · Program service revenue: Membership Fee Revenue

    total $12,187,864 · related or exempt $12,187,864

  • 2b · Program service revenue: Training & Seminars

    total $787,814 · related or exempt $787,814

  • 3 · Investment income

    total $737,552 · excluded $737,552

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $4,912 · excluded $4,912

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,508,804

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

    securities $1,635,208

  • 7c · Gain or loss

    securities -$126,404

  • 7d · Net gain or loss

    total -$126,404 · excluded -$126,404

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Custom Recording

    total $126,687 · related or exempt $126,687

  • 11b · Other revenue: Other Revenue

    total $397,920 · excluded $397,920

  • 11e · Other revenue, total

    $524,607

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,000 · program services $30,000

  • 2 · Grants to domestic individuals

    total $54,000 · program services $54,000

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $7,044,520 · program services $5,201,369 · management and general $1,540,993 · fundraising $302,158

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $9,728,729 · program services $8,281,701 · management and general $984,631 · fundraising $462,397

  • 8 · Pension plan contributions

    total $87,087 · program services $90,064 · management and general -$8,539 · fundraising $5,562

  • 9 · Other employee benefits

    total $1,035,169 · program services $904,528 · management and general $109,323 · fundraising $21,318

  • 10 · Payroll taxes

    total $1,237,457 · program services $1,036,022 · management and general $149,232 · fundraising $52,203

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $236,737 · program services $4,538 · management and general $232,199

  • 11c · Fees: accounting

    total $132,142 · management and general $132,142

  • 11d · Fees: lobbying

    total $70,500 · program services $70,500

  • 11e · Fees: professional fundraising services

    total $491,350 · fundraising $491,350

  • 11f · Fees: investment management

    total $3,198 · management and general $3,198

  • 11g · Fees: other

    total $4,067,026 · program services $3,401,823 · management and general $620,478 · fundraising $44,725

  • 12 · Advertising and promotion

    total $93,668 · program services $93,056 · management and general $508 · fundraising $104

  • 13 · Office expenses

    total $666,749 · program services $115,192 · management and general $540,323 · fundraising $11,234

  • 14 · Information technology

    total $1,858,113 · program services $1,054,956 · management and general $792,753 · fundraising $10,404

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $407,561 · program services $403,088 · management and general $4,473

  • 17 · Travel

    total $476,974 · program services $383,228 · management and general $67,537 · fundraising $26,209

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $105,980 · program services $103,480 · management and general $2,500

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $383,353 · program services $275,131 · management and general $108,222

  • 23 · Insurance

    total $153,488 · program services $61,406 · management and general $92,082

  • 24a · Other expenses: BOOKS & PUBLICATIONS

    total $628,396 · program services $427,322 · management and general $186,445 · fundraising $14,629

  • 24b · Other expenses: RECRUIT&TRAIN. & OTHER

    total $115,019 · program services $49,578 · management and general $65,373 · fundraising $68

  • 24c · Other expenses: TAPES & SUPPLIES

    total $72,821 · program services $72,821

  • 24d · Other expenses: All other expenses

    total $64,400 · program services $31,298 · management and general $32,857 · fundraising $245

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $1,536,414 · end of year $4,819,639

  • 3 · Pledges and grants receivable

    beginning of year $2,035,025 · end of year $1,822,645

  • 4 · Accounts receivable

    beginning of year $5,250,913 · end of year $4,429,114

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $3,396,729 · end of year $2,235,514

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $956,445 · end of year $1,087,352

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

    $6,574,829

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

    $5,412,263

  • 10c · Land, buildings and equipment, net

    beginning of year $1,336,840 · end of year $1,162,566

  • 11 · Investments: publicly traded securities

    beginning of year $499,888 · end of year $547,990

  • 12 · Investments: other securities

    beginning of year $14,336,001 · end of year $15,962,290

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $8,539,371 · end of year $8,679,353

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,084,349 · end of year $3,325,735

  • 19 · Deferred revenue

    beginning of year $9,826,575 · end of year $8,680,551

  • 23 · Secured mortgages and notes payable

    beginning of year $2,906,539 · end of year $2,650,085

  • 27 · Net assets without donor restrictions

    beginning of year $1,022,614 · end of year $6,376,749

  • 28 · Net assets with donor restrictions

    beginning of year $22,047,549 · end of year $19,713,343

Mission and programs · 2023

Mission

LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1.

  • ATTACHMENT 2

    Expenses $22,145,101 · Grants $84,000 · Revenue $13,102,364

As filed on the 2023 return.

Listed in Part VII

  • Andrew Friedman

    President & CEO

    Total calculated
    $586,819
    From this org
    $442,443
    From related orgs
    $0
    Other
    $144,376
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $439,275
    Bonus
    not reported
    Other
    $3,168
    Deferred
    $108,050
    Nontaxable benefits
    $36,326
    Filer's total
    $586,819

  • PETERS LEE G

    COO

    Total calculated
    $342,533
    From this org
    $328,914
    From related orgs
    $0
    Other
    $13,619
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $327,668
    Bonus
    not reported
    Other
    $1,246
    Deferred
    $3,050
    Nontaxable benefits
    $10,569
    Filer's total
    $342,533

  • KEINGSBERG JAMES

    INTERIM CDO

    Total calculated
    $292,500
    From this org
    $292,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $292,500
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $292,500

  • Tim Wilson

    CFO

    Total calculated
    $286,273
    From this org
    $255,016
    From related orgs
    $0
    Other
    $31,257
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $252,576
    Bonus
    not reported
    Other
    $2,440
    Deferred
    $2,639
    Nontaxable benefits
    $28,618
    Filer's total
    $286,273

  • HO JEFFREY

    CMLIO

    Total calculated
    $282,562
    From this org
    $266,194
    From related orgs
    $0
    Other
    $16,368
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $265,798
    Bonus
    not reported
    Other
    $396
    Deferred
    $2,700
    Nontaxable benefits
    $13,668
    Filer's total
    $282,562

  • DAVENPORT RENEE

    VP, GEN MGR EDU SALES

    Total calculated
    $277,503
    From this org
    $275,257
    From related orgs
    $0
    Other
    $2,246
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $197,754
    Bonus
    $76,724
    Other
    $779
    Deferred
    not reported
    Nontaxable benefits
    $2,246
    Filer's total
    $277,503

  • LOHSE CHRISTOPHER

    CHIEF OF STAFF

    Total calculated
    $254,943
    From this org
    $240,934
    From related orgs
    $0
    Other
    $14,009
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $225,608
    Bonus
    $15,000
    Other
    $326
    Deferred
    not reported
    Nontaxable benefits
    $14,009
    Filer's total
    $254,943

  • SHERBURNE MICHELE

    CHF OF GROWTH & STRG PART

    Total calculated
    $251,712
    From this org
    $239,294
    From related orgs
    $0
    Other
    $12,418
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $238,764
    Bonus
    not reported
    Other
    $530
    Deferred
    $2,407
    Nontaxable benefits
    $10,011
    Filer's total
    $251,712

  • BRENNAN PATRICK

    VP, GOVERNMENT RELATIONS

    Total calculated
    $244,674
    From this org
    $241,580
    From related orgs
    $0
    Other
    $3,094
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,350
    Bonus
    not reported
    Other
    $230
    Deferred
    $2,414
    Nontaxable benefits
    $680
    Filer's total
    $244,674

  • SINK AMANDA

    MANAGING PARTNER, GREAT LAKES

    Total calculated
    $236,769
    From this org
    $213,372
    From related orgs
    $0
    Other
    $23,397
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $118,619
    Bonus
    $94,656
    Other
    $97
    Deferred
    not reported
    Nontaxable benefits
    $23,397
    Filer's total
    $236,769

  • FAIRWEATHER ANNMARIE

    CPO

    Total calculated
    $233,058
    From this org
    $230,293
    From related orgs
    $0
    Other
    $2,765
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $229,359
    Bonus
    not reported
    Other
    $934
    Deferred
    not reported
    Nontaxable benefits
    $2,765
    Filer's total
    $233,058

  • VALVANO STEVEN M

    VP OF GREAT PEOPLE

    Total calculated
    $229,115
    From this org
    $200,266
    From related orgs
    $0
    Other
    $28,849
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $199,015
    Bonus
    not reported
    Other
    $1,251
    Deferred
    $2,080
    Nontaxable benefits
    $26,769
    Filer's total
    $229,115

  • WALKER ERIN

    VP, INNOVATION & IMPACT PROGRAMS

    Total calculated
    $227,144
    From this org
    $188,094
    From related orgs
    $0
    Other
    $39,050
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $187,683
    Bonus
    not reported
    Other
    $411
    Deferred
    $1,901
    Nontaxable benefits
    $37,149
    Filer's total
    $227,144

  • TOMASETTI ELISSA

    VP, MARKETING

    Total calculated
    $223,239
    From this org
    $200,070
    From related orgs
    $0
    Other
    $23,169
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $199,265
    Bonus
    not reported
    Other
    $805
    Deferred
    $2,058
    Nontaxable benefits
    $21,111
    Filer's total
    $223,239

  • YEOW WAIMUN

    DIR, TEACHING & LEARNING PLATFORM

    Total calculated
    $218,316
    From this org
    $179,872
    From related orgs
    $0
    Other
    $38,444
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $179,619
    Bonus
    not reported
    Other
    $253
    Deferred
    $1,890
    Nontaxable benefits
    $36,554
    Filer's total
    $218,316

  • TRUSTY NICK

    SR.DIR. STRATEGIC ACCTS & SCH REV

    Total calculated
    $217,759
    From this org
    $179,428
    From related orgs
    $0
    Other
    $38,331
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $179,275
    Bonus
    not reported
    Other
    $153
    Deferred
    not reported
    Nontaxable benefits
    $38,331
    Filer's total
    $217,759

  • HARTSELL BRENT

    SR. DIR PROF LEARNING & UX

    Total calculated
    $214,610
    From this org
    $180,751
    From related orgs
    $0
    Other
    $33,859
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $180,585
    Bonus
    not reported
    Other
    $166
    Deferred
    $908
    Nontaxable benefits
    $32,951
    Filer's total
    $214,610

  • NESS MOLLY

    VP, EDUCATOR INITIATIVES

    Total calculated
    $199,963
    From this org
    $173,773
    From related orgs
    $0
    Other
    $26,190
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,532
    Bonus
    not reported
    Other
    $241
    Deferred
    $764
    Nontaxable benefits
    $25,426
    Filer's total
    $199,963

  • GILDEA JAMES

    SENIOR DATA ARCHITECT

    Total calculated
    $198,209
    From this org
    $181,814
    From related orgs
    $0
    Other
    $16,395
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $180,741
    Bonus
    not reported
    Other
    $1,073
    Deferred
    $1,835
    Nontaxable benefits
    $14,560
    Filer's total
    $198,209

  • BUECKSLER CHRISTOPHER

    DIR. OF MARKRTING OPERATIONS

    Total calculated
    $195,980
    From this org
    $162,638
    From related orgs
    $0
    Other
    $33,342
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $161,424
    Bonus
    $1,000
    Other
    $214
    Deferred
    $420
    Nontaxable benefits
    $32,922
    Filer's total
    $195,980

  • SINGLETON ANDREW

    NAT. DIR . ENGAGE

    Total calculated
    $195,967
    From this org
    $162,270
    From related orgs
    $0
    Other
    $33,697
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $161,655
    Bonus
    not reported
    Other
    $615
    Deferred
    $1,674
    Nontaxable benefits
    $32,023
    Filer's total
    $195,967

  • MCCARTNEY TOM

    DIR,IMPLE & ROSTERING PLT

    Total calculated
    $184,214
    From this org
    $147,900
    From related orgs
    $0
    Other
    $36,314
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,604
    Bonus
    not reported
    Other
    $296
    Deferred
    $1,553
    Nontaxable benefits
    $34,761
    Filer's total
    $184,214

  • STUTSMAN MELISSA

    SALES DIR

    Total calculated
    $183,401
    From this org
    $149,353
    From related orgs
    $0
    Other
    $34,048
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $121,831
    Bonus
    $27,376
    Other
    $146
    Deferred
    not reported
    Nontaxable benefits
    $34,048
    Filer's total
    $183,401

  • CONLIN CHRIS

    INTERIM VP OF TECH & CISCO

    Total calculated
    $180,771
    From this org
    $178,732
    From related orgs
    $0
    Other
    $2,039
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $178,561
    Bonus
    not reported
    Other
    $171
    Deferred
    not reported
    Nontaxable benefits
    $2,039
    Filer's total
    $180,771

  • KOPEC CHERYL

    DIR CUST. SUPPORT

    Total calculated
    $180,619
    From this org
    $166,694
    From related orgs
    $0
    Other
    $13,925
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $166,365
    Bonus
    not reported
    Other
    $329
    Deferred
    $1,676
    Nontaxable benefits
    $12,249
    Filer's total
    $180,619

  • LOVINGS DANICA

    SALES DIR

    Total calculated
    $178,729
    From this org
    $152,063
    From related orgs
    $0
    Other
    $26,666
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $123,261
    Bonus
    $28,576
    Other
    $226
    Deferred
    $1,660
    Nontaxable benefits
    $25,006
    Filer's total
    $178,729

  • NOLAND TERRIE L

    VP, EDUCATOR INITIATIVES

    Total calculated
    $178,140
    From this org
    $172,691
    From related orgs
    $0
    Other
    $5,449
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $172,346
    Bonus
    not reported
    Other
    $345
    Deferred
    $1,744
    Nontaxable benefits
    $3,705
    Filer's total
    $178,140

  • FLORESS HEATHER A

    DIST PARTNER MG

    Total calculated
    $165,739
    From this org
    $161,411
    From related orgs
    $0
    Other
    $4,328
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $73,583
    Bonus
    $87,781
    Other
    $47
    Deferred
    $1,532
    Nontaxable benefits
    $2,796
    Filer's total
    $165,739

  • PRITCHETT JAMES

    DIR, ENTERPRISE SYSTEMS

    Total calculated
    $157,831
    From this org
    $146,219
    From related orgs
    $0
    Other
    $11,612
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $145,412
    Bonus
    not reported
    Other
    $807
    Deferred
    $1,502
    Nontaxable benefits
    $10,110
    Filer's total
    $157,831

  • EMDIN REGINA

    MANG PARTNER, NORTHEAST

    Total calculated
    $155,841
    From this org
    $153,795
    From related orgs
    $0
    Other
    $2,046
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $140,600
    Bonus
    $12,474
    Other
    $721
    Deferred
    $1,512
    Nontaxable benefits
    $534
    Filer's total
    $155,841

  • PENROSE SHANNON

    MANGING PART , WEST

    Total calculated
    $154,616
    From this org
    $152,323
    From related orgs
    $0
    Other
    $2,293
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $78,487
    Bonus
    $73,606
    Other
    $230
    Deferred
    not reported
    Nontaxable benefits
    $2,293
    Filer's total
    $154,616

  • WEISBRICH SHELLEY

    VP, IMPELMENTATION SERV

    Total calculated
    $142,914
    From this org
    $129,602
    From related orgs
    $0
    Other
    $13,312
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $79,317
    Bonus
    $50,191
    Other
    $94
    Deferred
    $1,298
    Nontaxable benefits
    $12,014
    Filer's total
    $142,914

  • KOZEMCHAK DAVID

    AVP, PRODUCTION

    Total calculated
    $135,077
    From this org
    $130,480
    From related orgs
    $0
    Other
    $4,597
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $130,241
    Bonus
    not reported
    Other
    $239
    Deferred
    not reported
    Nontaxable benefits
    $4,597
    Filer's total
    $135,077

  • ULLEY DAWN

    DIST, PARTNERSHIP MGR

    Total calculated
    $106,228
    From this org
    $105,315
    From related orgs
    $0
    Other
    $913
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $96,951
    Bonus
    $8,234
    Other
    $130
    Deferred
    not reported
    Nontaxable benefits
    $913
    Filer's total
    $106,228

  • ELLIS LAURA

    SR. DIR. OF READING SOLU.

    Total calculated
    $74,408
    From this org
    $69,601
    From related orgs
    $0
    Other
    $4,807
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $69,543
    Bonus
    not reported
    Other
    $58
    Deferred
    not reported
    Nontaxable benefits
    $4,807
    Filer's total
    $74,408

  • Therese Llorente

    Chairman

    Total calculated
    $0
    Hours/week
    3

  • Kettisha Jones

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Rosemarie Loffredo

    Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Mary Beth O'Hagan

    Secretary

    Total calculated
    $0
    Hours/week
    3

  • Elise Darwish

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Shawn Bird

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Peter Falzon

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Alexandra Hill

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Dan Koken

    Trustee

    Total calculated
    $0
    Hours/week
    3

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4c · Equity-based compensation arrangement
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202413099349301706

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