Civic Intelligence

Uaw Umass Health & Welfare Tr Fund

EIN 04-3538613 • 501(c)9 • Amherst, MA

View Organization Page

Profile

To provide health and welfare benefits

6 University Drive Suite 206-229Amherst, MA 01002

n/A

Siviq Scores

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

Liabilities / Assets

69th percentile

0.14x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.30x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

30th percentile

-2.0%

Higher net margin than 30% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$83,549

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

9.6%

Faster revenue growth than 58% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$5,964,264

Up $896,783 (+18%) from 2023

Liabilities

Up

$813,979

Up $195,650 (+32%) from 2023

Net Assets

Up

$5,150,285

Up $701,133 (+16%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin30th percentile

Revenue

Up

$2,697,921

Up $237,288 (+9.6%) from 2023

Expenses

Up

$2,753,034

Up $184,235 (+7.2%) from 2023

Net Income

Up

-$55,113

Up $53,053 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,290,562Liabilities 2010: $164,249Net Assets 2010: $3,126,3132010Assets 2011: $3,101,945Liabilities 2011: $153,941Net Assets 2011: $2,948,0042011Assets 2012: $3,430,032Liabilities 2012: $267,901Net Assets 2012: $3,162,1312012Assets 2013: $3,664,532Liabilities 2013: $130,705Net Assets 2013: $3,533,8272013Assets 2014: $4,010,527Liabilities 2014: $193,342Net Assets 2014: $3,817,1852014Assets 2015: $4,027,375Liabilities 2015: $163,611Net Assets 2015: $3,863,7642015Assets 2016: $3,935,742Liabilities 2016: $229,902Net Assets 2016: $3,705,8402016Assets 2017: $4,528,904Liabilities 2017: $405,916Net Assets 2017: $4,122,9882017Assets 2018: $4,408,315Liabilities 2018: $479,810Net Assets 2018: $3,928,5052018Assets 2019: $4,371,583Liabilities 2019: $231,722Net Assets 2019: $4,139,8612019Assets 2020: $4,648,473Liabilities 2020: $306,811Net Assets 2020: $4,341,6622020Assets 2021: $5,471,216Liabilities 2021: $450,502Net Assets 2021: $5,020,7142021Assets 2022: $4,954,698Liabilities 2022: $484,603Net Assets 2022: $4,470,0952022Assets 2023: $5,067,481Liabilities 2023: $618,329Net Assets 2023: $4,449,1522023Assets 2024: $5,964,264Liabilities 2024: $813,979Net Assets 2024: $5,150,2852024

Highlighted filing

2024

Assets$5,964,264
Liabilities$813,979
Net Assets$5,150,285
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,519,5872010Expenses 2011: $1,503,1422011Expenses 2012: $1,547,1042012Revenue 2013: $1,689,617Expenses 2013: $1,503,970Net Income 2013: $185,6472013Revenue 2014: $1,665,745Expenses 2014: $1,560,297Net Income 2014: $105,4482014Revenue 2015: $2,132,315Expenses 2015: $1,840,157Net Income 2015: $292,1582015Revenue 2016: $1,727,398Expenses 2016: $1,811,462Net Income 2016: -$84,0642016Revenue 2017: $2,263,562Expenses 2017: $2,044,803Net Income 2017: $218,7592017Revenue 2018: $2,208,628Expenses 2018: $2,246,157Net Income 2018: -$37,5292018Revenue 2019: $2,292,141Expenses 2019: $2,201,848Net Income 2019: $90,2932019Revenue 2020: $2,380,134Expenses 2020: $2,170,615Net Income 2020: $209,5192020Revenue 2021: $2,310,514Expenses 2021: $2,233,026Net Income 2021: $77,4882021Revenue 2022: $2,803,185Expenses 2022: $2,220,310Net Income 2022: $582,8752022Revenue 2023: $2,460,633Expenses 2023: $2,568,799Net Income 2023: -$108,1662023Revenue 2024: $2,697,921Expenses 2024: $2,753,034Net Income 2024: -$55,1132024

Highlighted filing

2024

Revenue$2,697,921
Expenses$2,753,034
Net Income-$55,113
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,964,264
Liabilities
$813,979
Net assets
$5,150,285
Revenue
$2,697,921
Expenses
$2,753,034
Net income
-$55,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.96$0.81$5.15$2.70$2.75$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.07$0.62$4.45$2.46$2.57$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$0.48$4.47$2.80$2.22$0.58
2021Detailed filing. Detailed filing data is available for this year.$5.47$0.45$5.02$2.31$2.23$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.31$4.34$2.38$2.17$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.37$0.23$4.14$2.29$2.20$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.41$0.48$3.93$2.21$2.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.53$0.41$4.12$2.26$2.04$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.23$3.71$1.73$1.81$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.16$3.86$2.13$1.84$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.01$0.19$3.82$1.67$1.56$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.13$3.53$1.69$1.50$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.27$3.16$1.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.15$2.95$1.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.16$3.13$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 21, 2025
Return Version
2023v6.0
Gross Receipts
$2,847,096
Mission and Program Overview

Mission

The plan provides dental, vision, wellness, and childcare and reimbursement tuition benefits to plan participants

The plan provides dental, vision, wellness, childcare and reimbursement tuition benefits to plan participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,301,598$4,819,155▲ $1,517,557
Accounts Receivable$689,987$619,862▼ $70,125
Prepaid Expenses and Deferred Charges$235,250$294,775▲ $59,525
Cash and Non-Interest-Bearing Accounts$818,372$177,087▼ $641,285
Savings and Temporary Cash Investments-$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 in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,067,481$5,964,264▲ $896,783
Other Assets Total$22,274$53,385▲ $31,111
Liabilities
Other Liabilities$492,932$598,166▲ $105,234
Accounts Payable and Accrued Expenses$125,397$215,813▲ $90,416
Total Liabilities$618,329$813,979▲ $195,650
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,449,152$5,150,285▲ $701,133
Total Net Assets Fund Balance$4,449,152$5,150,285▲ $701,133
Total Liabilities and Net Assets / Fund Balance$5,067,481$5,964,264▲ $896,783
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Leslie Edward DavisAdministratorFT$83,549$83,549

Board Members and Trustees

NameTitle
Patrick BurkeUnion Chair
Michael EaganUniv. Chair
Brian HarringtonTrustee
David PritchardTrustee
Dianna WilliamsTrustee
Jocelyn TediskyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,565,769
Investment Income
$131,132
Other Revenue
$1,020
Change in Net Assets
$-55,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,697,921
Revenue Not Reported on Form 990
$756,246
Total Revenue per Audited Statements
$3,454,167
Total Revenue per Form 990
$2,697,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$268,000
Salaries, Compensation, and Employee Benefits$241,012
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,244,022--$2,244,022
Fees for Services Other$122,664--$122,664
Other Salaries and Wages$93,842--$93,842
Current Officers, Directors, Trustees, and Key Employees$83,549--$83,549
Other Employee Benefits$46,860--$46,860
Office Expenses$30,352--$30,352
Insurance$29,596--$29,596
Fees for Services Accounting$19,134--$19,134
Payroll Taxes$16,761--$16,761
Fees for Services Legal$5,100--$5,100
Other Expenses$2,809--$2,809
Travel$213--$213
Total Functional Expenses$2,753,034$0$0$2,753,034

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,753,034
Total Expenses per Audited Statements$2,753,034
Total Expenses per Form 990$2,753,034
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Umass-amherst$598,166
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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, Section B, Line 11B

“The tax return is reviewed by the board of trustees prior to filing the tax return.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Uaw Umass Health & Welfare Tr Fund
EIN
04-3538613
Phone
4132000423
Address
6 UNIVERSITY DRIVE SUITE 206-229, AMHERST, MA 01002

Signing Officer

Name
Leslie Edward Davis
Title
Executive Director
Signed
2025-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Edward Davis
Formed
2001
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
6
Employees
5

Preparer

Firm
LaPier Dillon & Associates PC
Address
333 Elm St, W Springfield, MA 01089
Preparer
Nicholas LaPier
Phone
4137320200
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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/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt022274
IRS990/OtherAssetsTotalGrp/EOYAmt053385
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046860
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046860
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3PRINTING & POSTAGE
IRS990/OtherExpensesGrp/ProgramServicesAmt029380
IRS990/OtherExpensesGrp/ProgramServicesAmt120084
IRS990/OtherExpensesGrp/ProgramServicesAmt28668
IRS990/OtherExpensesGrp/ProgramServicesAmt32809
IRS990/OtherExpensesGrp/TotalAmt029380
IRS990/OtherExpensesGrp/TotalAmt120084
IRS990/OtherExpensesGrp/TotalAmt28668
IRS990/OtherExpensesGrp/TotalAmt32809
IRS990/OtherLiabilitiesGrp/BOYAmt0492932
IRS990/OtherLiabilitiesGrp/EOYAmt0598166
IRS990/OtherRevenueMiscGrp/Desc0Misc
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01020
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01020
IRS990/OtherRevenueTotalAmt01020
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt093842
IRS990/OtherSalariesAndWagesGrp/TotalAmt093842
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt016761
IRS990/PayrollTaxesGrp/TotalAmt016761
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0235250
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0294775
IRS990/PrincipalOfficerNm0LESLIE EDWARD DAVIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02565769
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02146708
IRS990/PYInvestmentIncomeAmt058813
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0206241
IRS990/PYOtherRevenueAmt0355
IRS990/PYProgramServiceRevenueAmt02401465
IRS990/PYRevenuesLessExpensesAmt0-108166
IRS990/PYSalariesCompEmpBnftPaidAmt0215850
IRS990/PYTotalExpensesAmt02568799
IRS990/PYTotalRevenueAmt02460633
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-55113
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02753034
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0756246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0598166
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO UMASS-AMHERST
IRS990ScheduleD/RevenueNotReportedAmt0756246
IRS990ScheduleD/RevenueSubtotalAmt02697921
IRS990ScheduleD/TotalBookValueProgramRltdAmt04819155
IRS990ScheduleD/TotalExpensesPerForm990Amt02753034
IRS990ScheduleD/TotalLiabilityAmt0598166
IRS990ScheduleD/TotalRevenuePerForm990Amt02697921
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03454167
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02753034
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05067481
IRS990/TotalAssetsEOYAmt05964264
IRS990/TotalAssetsGrp/BOYAmt05067481
IRS990/TotalAssetsGrp/EOYAmt05964264
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02753034
IRS990/TotalFunctionalExpensesGrp/TotalAmt02753034
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0618329
IRS990/TotalLiabilitiesEOYAmt0813979
IRS990/TotalLiabilitiesGrp/BOYAmt0618329
IRS990/TotalLiabilitiesGrp/EOYAmt0813979
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04449152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05150285
IRS990/TotalProgramServiceExpensesAmt02753034
IRS990/TotalProgramServiceRevenueAmt02565769
IRS990/TotalReportableCompFromOrgAmt083549
IRS990/TotalRevenueGrp/ExclusionAmt0131132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02566789
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02697921
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05067481
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05964264
IRS990/TravelGrp/ProgramServicesAmt0213
IRS990/TravelGrp/TotalAmt0213
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06 UNIVERSITY DRIVE SUITE 206-229
IRS990/USAddress/CityNm0AMHERST
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001002
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE EDWARD DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UAW UMASS HEALTH & WELFARE TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0UAWU
ReturnHeader/Filer/EIN0043538613
ReturnHeader/Filer/PhoneNum04132000423
ReturnHeader/Filer/USAddress/AddressLine1Txt06 UNIVERSITY DRIVE SUITE 206-229
ReturnHeader/Filer/USAddress/CityNm0AMHERST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320048525
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaPier Dillon & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 Elm St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0W Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001089
ReturnHeader/PreparerPersonGrp/PhoneNum04137320200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas LaPier
ReturnHeader/ReturnTs02025-08-21T06:54:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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