Civic Intelligence

Wm Penn Social Association

EIN 23-0954020 • 501(c)7 • Harrisburg, PA

Profile

Providing various food, beverage and gaming experiences soley to its membership to promote pleasure, recreation and social spirit.

1206 North Third StHarrisburg, PA 17102
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-1.6%

Higher net margin than 29% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

23rd percentile

-3.1%

Faster asset growth than 23% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

18%

Faster revenue growth than 80% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$263,762

Down $8,379 (-3.1%) from 2023

Liabilities

Flat

$1,000

Flat from 2023

Net Assets

Down

$262,762

Down $8,379 (-3.1%) from 2023

Revenue

Up

$537,935

Up $82,459 (+18%) from 2023

Expenses

Up

$546,314

Up $87,882 (+19%) from 2023

Net Income

Down

-$8,379

Down $5,423 (-183%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $116,680Liabilities 2010: $1,000Net Assets 2010: $115,6802010Assets 2011: $124,563Liabilities 2011: $1,000Net Assets 2011: $123,5632011Assets 2012: $127,533Liabilities 2012: $1,000Net Assets 2012: $126,5332012Assets 2013: $141,941Liabilities 2013: $1,000Net Assets 2013: $140,9412013Assets 2014: $165,791Liabilities 2014: $1,000Net Assets 2014: $164,7912014Assets 2015: $194,374Liabilities 2015: $1,000Net Assets 2015: $193,3742015Assets 2016: $222,463Liabilities 2016: $1,000Net Assets 2016: $221,4632016Assets 2017: $143,082Liabilities 2017: $1,000Net Assets 2017: $142,0822017Assets 2018: $122,456Liabilities 2018: $1,000Net Assets 2018: $121,4562018Assets 2019: $176,129Liabilities 2019: $1,000Net Assets 2019: $175,1292019Assets 2020: $138,829Liabilities 2020: $1,000Net Assets 2020: $137,8292020Assets 2021: $220,747Liabilities 2021: $1,000Net Assets 2021: $219,7472021Assets 2022: $275,097Liabilities 2022: $1,000Net Assets 2022: $274,0972022Assets 2023: $272,141Liabilities 2023: $1,000Net Assets 2023: $271,1412023Assets 2024: $263,762Liabilities 2024: $1,000Net Assets 2024: $262,7622024

Highlighted filing

2024

Assets$263,762
Liabilities$1,000
Net Assets$262,762

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $145,725Expenses 2010: $130,852Net Income 2010: $14,8732010Revenue 2011: $182,764Expenses 2011: $174,881Net Income 2011: $7,8832011Revenue 2012: $171,713Expenses 2012: $168,743Net Income 2012: $2,9702012Revenue 2013: $196,657Expenses 2013: $182,249Net Income 2013: $14,4082013Revenue 2014: $227,078Expenses 2014: $203,228Net Income 2014: $23,8502014Revenue 2015: $260,685Expenses 2015: $232,102Net Income 2015: $28,5832015Revenue 2016: $248,978Expenses 2016: $220,889Net Income 2016: $28,0892016Revenue 2017: $257,695Expenses 2017: $337,076Net Income 2017: -$79,3812017Revenue 2018: $309,520Expenses 2018: $330,146Net Income 2018: -$20,6262018Revenue 2019: $396,140Expenses 2019: $342,467Net Income 2019: $53,6732019Revenue 2020: $123,049Expenses 2020: $160,349Net Income 2020: -$37,3002020Revenue 2021: $190,918Expenses 2021: $109,000Net Income 2021: $81,9182021Revenue 2022: $318,777Expenses 2022: $264,427Net Income 2022: $54,3502022Revenue 2023: $455,476Expenses 2023: $458,432Net Income 2023: -$2,9562023Revenue 2024: $537,935Expenses 2024: $546,314Net Income 2024: -$8,3792024

Highlighted filing

2024

Revenue$537,935
Expenses$546,314
Net Income-$8,379

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.01$2.63$5.38$5.46$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.01$2.71$4.55$4.58$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.01$2.74$3.19$2.64$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.01$2.20$1.91$1.09$0.82
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.01$1.38$1.23$1.60$0.37
2019Summary only. Only limited summary data is available for this year.$1.76$0.01$1.75$3.96$3.42$0.54
2018Summary only. Only limited summary data is available for this year.$1.22$0.01$1.21$3.10$3.30$0.21
2017Summary only. Only limited summary data is available for this year.$1.43$0.01$1.42$2.58$3.37$0.79
2016Summary only. Only limited summary data is available for this year.$2.22$0.01$2.21$2.49$2.21$0.28
2015Summary only. Only limited summary data is available for this year.$1.94$0.01$1.93$2.61$2.32$0.29
2014Summary only. Only limited summary data is available for this year.$1.66$0.01$1.65$2.27$2.03$0.24
2013Summary only. Only limited summary data is available for this year.$1.42$0.01$1.41$1.97$1.82$0.14
2012Summary only. Only limited summary data is available for this year.$1.28$0.01$1.27$1.72$1.69$0.03
2011Summary only. Only limited summary data is available for this year.$1.25$0.01$1.24$1.83$1.75$0.08
2010Summary only. Only limited summary data is available for this year.$1.17$0.01$1.16$1.46$1.31$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,324,474
Mission and Program Overview

Mission

Providing various food, beverage and gaming experiences soley to its membership to promote pleasure, recreation and social spirit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$271,141$262,762▼ $8,379
Cash and Non-Interest-Bearing Accounts$167,366$120,404▼ $46,962
Land, Buildings, and Equipment, Net$96,775$92,429▼ $4,346
Prepaid Expenses and Deferred Charges-$42,929-
Inventories for Sale or Use$8,000$8,000→ $0
Total Assets$272,141$263,762▼ $8,379
Liabilities
Accounts Payable and Accrued Expenses$1,000$1,000→ $0
Total Liabilities$1,000$1,000→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$271,141$262,762▼ $8,379
Total Liabilities and Net Assets / Fund Balance$272,141$263,762▼ $8,379

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,334$88,437$126,771
Buildings-$80,000$80,000
Land$50,000-$50,000
Other Land Buildings$4,095$7,745$11,840
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dawn McDade-HeedaeusPresident-$11,107$11,107
Megan MohneySecretary-$5,284$5,284
Brittany BrockTreasurerPT$4,800$4,800

Board Members and Trustees

NameTitle
Alysia LentzTrustee
Angela AcriTrustee
Chester SmithTrustee
Coleen GarcedTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$123,724
Investment Income
$0
Other Revenue
$414,211
Change in Net Assets
$-8,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$309,950
Salaries, Compensation, and Employee Benefits$236,364
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$196,892--$196,892
Other Expenses$71,054--$71,054
Insurance$44,700--$44,700
Occupancy$35,569--$35,569
Office Expenses$26,196--$26,196
Current Officers, Directors, Trustees, and Key Employees$21,191--$21,191
Payroll Taxes$18,281--$18,281
All Other Expenses$15,230--$15,230
Depreciation Depletion$4,128--$4,128
Fees for Services Other$2,424--$2,424
Fees for Services Accounting$1,350--$1,350
Total Functional Expenses$546,314$0$0$546,314
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$605,013
Gaming Direct Expenses$467,673
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The organization has one class of membership and every member is entitled to one vote. They must abide by the by-laws and pay annual dues.

Member election for additional members Part VI line 7A

Elections are held every two years. Any member in good standing can nominate a member for office and a second is required. At the election, which follows one month after the posting of the nominees; the members vote by secret ballot. A simple majority determines the winners.

Governing body decisions Part VI line 7B

Amendments to the by-laws requires that the members accept the changes at three consecutive monthly meetings by a simple majority. Liquidation of the Organization requires meeting the mandated Commonwealth of Pennsylvania rules and regulations applying to exempt organizations regarding member consent.

Form 990 governing body review Part VI line 11

The return is reviewed by the officers and directors prior to filing.

Conflict of interest policy compliance Part VI line 12C

The Conflict of Interest Disclosure Form is required to be completed by all individuals having a financial interest in the Organization, primarily the directors and officers of the club. The individuals who disclose a potential conflict are reviewed by the full board, which documents its conclusion. This process is performed annually.

CEO executive director top management comp Part VI line 15A

The board reviews and approves all officers and directors compensation. Pay is minimal.

Other officer or key employee compensation Part VI line 15B

All employees are paid the market rate ranging from $8.50 to $15.00 per hour.

Governing documents etc available to public Part VI line 19

Governing documents are available upon request at the Organizations office.

Filing and Contact Details

Filer

Filer Name
Wm Penn Social Association
EIN
23-0954020
In Care Of
% Brittany Brock
Phone
7172559290
Address
1206 NORTH THIRD ST, Harrisburg, PA 17102

Signing Officer

Name
Brittany Brock
Title
Treasurer
Phone
7172559290
Signed
2025-11-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Dawn McDadeHeedaeus
Formed
1932
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
20
Volunteers
7

Preparer

Firm
Lewis and Associates PC
Address
128 State Street, Harrisburg, PA 17101
Preparer
George W Lewis
Phone
7173790897
Raw XML Appendix376 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/ReconcilationRevenueExpnssAmt0-8379
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-6274
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0544209
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0271141
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0262762
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt080000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt080000
IRS990ScheduleD/EquipmentGrp/BookValueAmt038334
IRS990ScheduleD/EquipmentGrp/DepreciationAmt088437
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0126771
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04095
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07745
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011840
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092429
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/DistributedAmt069950
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt0436769
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0436769
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0467673
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt0605013
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0605013
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0137340
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt030904
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt030904
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOwnFacilityPct01.000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0Brittany Brock
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt01206 NORTH THIRD ST
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Harrisburg
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0PA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd017102
IRS990ScheduleG/StatesWhereGamingConductedCd0PA
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Represents the distributions to recipients for public interest purposes.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Mandatory distributions (Part III, line 17b)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has one class of membership and every member is entitled to one vote. They must abide by the by-laws and pay annual dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Elections are held every two years. Any member in good standing can nominate a member for office and a second is required. At the election, which follows one month after the posting of the nominees; the members vote by secret ballot. A simple majority determines the winners.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Amendments to the by-laws requires that the members accept the changes at three consecutive monthly meetings by a simple majority. Liquidation of the Organization requires meeting the mandated Commonwealth of Pennsylvania rules and regulations applying to exempt organizations regarding member consent.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The return is reviewed by the officers and directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Conflict of Interest Disclosure Form is required to be completed by all individuals having a financial interest in the Organization, primarily the directors and officers of the club. The individuals who disclose a potential conflict are reviewed by the full board, which documents its conclusion. This process is performed annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The board reviews and approves all officers and directors compensation. Pay is minimal.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All employees are paid the market rate ranging from $8.50 to $15.00 per hour.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Governing documents are available upon request at the Organizations office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0272141
IRS990/TotalAssetsEOYAmt0263762
IRS990/TotalAssetsGrp/BOYAmt0272141
IRS990/TotalAssetsGrp/EOYAmt0263762
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0546314
IRS990/TotalFunctionalExpensesGrp/TotalAmt0546314
IRS990/TotalGrossUBIAmt0-6274
IRS990/TotalLiabilitiesBOYAmt01000
IRS990/TotalLiabilitiesEOYAmt01000
IRS990/TotalLiabilitiesGrp/BOYAmt01000
IRS990/TotalLiabilitiesGrp/EOYAmt01000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0271141
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0262762
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0546314
IRS990/TotalProgramServiceRevenueAmt0123724
IRS990/TotalReportableCompFromOrgAmt021191
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0544209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0537935
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-6274
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0272141
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0263762
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01206 NORTH THIRD ST
IRS990/USAddress/CityNm0Harrisburg
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017102
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITTANY BROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07172559290
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WM PENN SOCIAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WMPE
ReturnHeader/Filer/EIN0230954020
ReturnHeader/Filer/InCareOfNm0% Brittany Brock
ReturnHeader/Filer/PhoneNum07172559290
ReturnHeader/Filer/USAddress/AddressLine1Txt01206 NORTH THIRD ST
ReturnHeader/Filer/USAddress/CityNm0Harrisburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lewis and Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 State Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harrisburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017101
ReturnHeader/PreparerPersonGrp/PhoneNum07173790897
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W LEWIS
ReturnHeader/ReturnTs02025-11-15T15:40:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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