Civic Intelligence

Boyertown Area Historical Society

EIN 23-7208445 • 501(c)3 • Boyertown, PA

Profile

To collect and preserve historically significant items and information from the boyertown area past while enabling this history to be enjoyed and studied into the boyertown area future.

43 S Chestnut StreetBoyertown, PA 19512

www.boyertownhistory.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-6.1%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

50th percentile

-1.7%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

0.5%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$287,786

Up $56,848 (+25%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$287,786

Up $56,848 (+25%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin35th percentile

Revenue

Up

$99,137

Up $66,041 (+200%) from 2020

Expenses

Up

$42,289

Up $10,103 (+31%) from 2020

Net Income

Up

$56,848

Up $55,938 (+6147%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$300K$200K$100K$0Assets 2014: $252,279Liabilities 2014: $1,264Net Assets 2014: $251,0152014Assets 2015: $254,109Liabilities 2015: $1,455Net Assets 2015: $252,6542015Assets 2016: $262,633Liabilities 2016: $991Net Assets 2016: $261,6422016Assets 2017: $265,428Liabilities 2017: $1,177Net Assets 2017: $264,2512017Assets 2019: $230,028Net Assets 2019: $230,0282019Assets 2020: $230,938Net Assets 2020: $230,9382020Assets 2021: $287,786Net Assets 2021: $287,7862021

Highlighted filing

2021

Assets$287,786
Liabilities-
Net Assets$287,786
Open 2021 Filing

Operations Trend

Revenue Growth54th percentile

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

$100K$50K$0-$50KRevenue 2014: $66,192Expenses 2014: $73,997Net Income 2014: -$7,8052014Revenue 2015: $53,269Expenses 2015: $51,630Net Income 2015: $1,6392015Revenue 2016: $53,365Expenses 2016: $44,377Net Income 2016: $8,9882016Revenue 2017: $54,490Expenses 2017: $51,881Net Income 2017: $2,6092017Revenue 2019: $51,336Expenses 2019: $75,132Net Income 2019: -$23,7962019Revenue 2020: $33,096Expenses 2020: $32,186Net Income 2020: $9102020Revenue 2021: $99,137Expenses 2021: $42,289Net Income 2021: $56,8482021

Highlighted filing

2021

Revenue$99,137
Expenses$42,289
Net Income$56,848
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$287,786
Liabilities
-
Net assets
$287,786
Revenue
$99,137
Expenses
$42,289
Net income
$56,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.88$2.88$0.99$0.42$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$2.31$0.33$0.32$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.51$0.75$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.01$2.64$0.54$0.52$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.01$2.62$0.53$0.44$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.53$0.52$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.01$2.51$0.66$0.74$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 19, 2022
Return Version
2021v4.0
Gross Receipts
$115,216
Mission and Program Overview

Mission

To collect and preserve historically significant items and information from the boyertown area past while enabling this history to be enjoyed and studied into the boyertown area future.

Program Services

DescriptionGrantsExpenses
THE DISCOVERY, COLLECTION & PRESERVATION OF MATERIALS, LANDMARKS & STRUCTURES OF HISTORICAL SIGNIFICANCE IN THE BOYERTOWN AREA AND THE MAINTENANCE OF A MUSEUM AND NON-CIRCULATING LIBRARY.-$34,484
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHAEL KEHLERPresident-$0--
BARBARA FLETCHERVice Preside-$0--
LISA FRANTZSecretary-$0--
LUANN ZAMBANINITreasurerPT$0--
RICHARD FRECON JRBoard Member-$0--
MARGARET HARNERBoard Member-$0--
EUGENE KEHLERBoard Member-$0--
JILLIAN MAGEEBoard Member-$0--
MARY MARKLEYBoard Member-$0--
BRIAN QUIGLEYBoard Member-$0--
LINDA STEFFYBoard Member-$0--
ROBERT THEISENBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Belsnickel Craf$26,890$26,890$2,969$23,921
Metal Detecting$18,884$17,551$767$16,784
Total Events$51,464$49,231$11,840$37,391
Filing and Contact Details

Filer

Filer Name
Boyertown Area Historical Society
EIN
23-7208445
Phone
6103675255
Address
43 S CHESTNUT STREET, BOYERTOWN, PA 19512

Signing Officer

Name
Rachael Kehler
Title
President
Phone
6104732616
Signed
2022-05-19

Preparer

Firm
Barbara Akins CPA
Address
835 ROUTE 100 N, BECHTELSVILLE, PA 19505-9201
Preparer
Barbara a Akins CPA
Phone
4843213839
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 555 total 555”

Form 990-ez, Part I, Line 16

“Expenses advertising 110 office 1,322 insurance 7,749 dues & memberships 1,009 total 10,190”

Form 990-ez, Part III

“To collect and preserve historically significant items and information from the boyertown area past while enabling this history to be enjoyed and studied into the boyertown area future.”

Raw XML Appendix219 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06103675255
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOYERTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019512
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048498
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LandAndBuildingsGrp/EOYAmt0182440
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0230938
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0287786
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0287786
IRS990EZ/OccupancyRentUtltsAndMaintAmt024460
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHAEL KEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA FLETCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA FRANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LUANN ZAMBANINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD FRECON JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARGARET HARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EUGENE KEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JILLIAN MAGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARY MARKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRIAN QUIGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LINDA STEFFY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ROBERT THEISEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010190
IRS990EZ/OtherRevenueTotalAmt0555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO COLLECT AND PRESERVE HISTORICALLY SIGNIFICANT ITEMS AND INFORMATION FROM THE BOYERTOWN AREA PAST WHILE ENABLING THIS HISTORY TO BE ENJOYED AND STUDIED INTO THE BOYERTOWN AREA FUTURE.
IRS990EZ/ProgramServiceRevenueAmt01731
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE DISCOVERY, COLLECTION & PRESERVATION OF MATERIALS, LANDMARKS & STRUCTURES OF HISTORICAL SIGNIFICANCE IN THE BOYERTOWN AREA AND THE MAINTENANCE OF A MUSEUM AND NON-CIRCULATING LIBRARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034484
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04067
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016079
IRS990EZ/SpecialEventsNetIncomeLossAmt048575
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042289
IRS990EZ/TotalProgramServiceExpensesAmt034484
IRS990EZ/TotalRevenueAmt099137
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOYERTOWNHISTORY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0236988
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0341886
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0115216
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065579
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341886
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02233
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt01333
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011840
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BELSNICKEL CRAF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0METAL DETECTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt085
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0291
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05690
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017551
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04790
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037391
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02046
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0150
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01876
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05612
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02969
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 555 TOTAL 555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 110 OFFICE 1,322 INSURANCE 7,749 DUES & MEMBERSHIPS 1,009 TOTAL 10,190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO COLLECT AND PRESERVE HISTORICALLY SIGNIFICANT ITEMS AND INFORMATION FROM THE BOYERTOWN AREA PAST WHILE ENABLING THIS HISTORY TO BE ENJOYED AND STUDIED INTO THE BOYERTOWN AREA FUTURE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHAEL KEHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06104732616
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOYERTOWN AREA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0BOYE
ReturnHeader/Filer/EIN0237208445
ReturnHeader/Filer/PhoneNum06103675255
ReturnHeader/Filer/USAddress/AddressLine1Txt043 S CHESTNUT STREET
ReturnHeader/Filer/USAddress/CityNm0BOYERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019512
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473768625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBARA AKINS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0835 ROUTE 100 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BECHTELSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0195059201
ReturnHeader/PreparerPersonGrp/PhoneNum04843213839
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A AKINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-23T13:01:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEHLER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits