Civic Intelligence

Step Ahead Idaho Inc.

990EZ • Fiscal year 2023 • EIN 27-3488398

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 27, 2024

967 E Parkcenter Blvd 400Boise, ID 83706

(208) 484-8522

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

31st percentile

-6.3%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$45,766

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 34.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.0%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.9%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$270,767

Down $8,445 (-3.0%) from 2022

Net Assets

Down

$270,767

Down $8,445 (-3.0%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$133,145

Up $4,981 (+3.9%) from 2022

Expenses

Up

$141,590

Up $12,517 (+9.7%) from 2022

Net Income

Down

-$8,445

Down $7,536 (-829%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2018: $244,101Liabilities 2018: $0Net Assets 2018: $244,1012018Assets 2019: $276,474Net Assets 2019: $276,4742019Assets 2020: $286,640Net Assets 2020: $286,6402020Assets 2021: $280,121Net Assets 2021: $280,1212021Assets 2022: $279,212Net Assets 2022: $279,2122022Assets 2023: $270,767Net Assets 2023: $270,7672023Assets 2024: $258,961Liabilities 2024: $0Net Assets 2024: $258,9612024Assets 2025: $192,909Liabilities 2025: $0Net Assets 2025: $192,9092025

Highlighted filing

2023

Assets$270,767
Liabilities-
Net Assets$270,767

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2018: $80,966Expenses 2018: $70,403Net Income 2018: $10,5632018Revenue 2019: $131,311Expenses 2019: $98,938Net Income 2019: $32,3732019Revenue 2020: $92,567Expenses 2020: $82,401Net Income 2020: $10,1662020Revenue 2021: $120,323Expenses 2021: $126,843Net Income 2021: -$6,5202021Revenue 2022: $128,164Expenses 2022: $129,073Net Income 2022: -$9092022Revenue 2023: $133,145Expenses 2023: $141,590Net Income 2023: -$8,4452023Revenue 2024: $149,968Expenses 2024: $161,774Net Income 2024: -$11,8062024Revenue 2025: $103,547Expenses 2025: $169,599Net Income 2025: -$66,0522025

Highlighted filing

2023

Revenue$133,145
Expenses$141,590
Net Income-$8,445
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 27, 2024
Return Version
2023v4.0
Gross Receipts
$133,145
Mission and Program Overview

Mission

Step ahead idaho addresses the community need for more comprehensive, affordable college admission counseling by providing free college drop-in advising, free workshops, and fee-for-service workshops.

Program Services

DescriptionGrantsExpenses
STEP AHEAD IDAHO ADDRESSES THE COMMUNITY NEED FOR MORE COMPREHENSIVE, AFFORDABLE COLLEGE ADMISSIONS COUNSELING WITH A THREE-PRONGED APPROACH, WHICH REPRESENTS OUR THREE MAIN PROGRAM SERVICES: FREE COLLEGE DROP-IN ADVISING, FREE WORKSHOPS, FEE-FOR-SERVICE CLIENTS AND PAID WORKSHOPS. 1.FREE COLLEGE ADVISING DROP-IN CENTERS. WE OPERATE TWO COLLEGE ADVISING CENTERS: A POP-UP DROP-IN AT THE DOWNTOWN YMCA AND A STAND-ALONE CENTER ADJACENT TO THE HILLCREST LIBRARY. THESE DROP-IN CENTERS ARE COMPLETELY FREE OF CHARGE AND DESIGNED TO BE PLACES WHERE STUDENTS CAN GET COUNSELING AND ADVICE ON ANY ASPECT OF THE COLLEGE- GOING PROCESS. SINCE COVID, WE HAVE EXPANDED OUR AVAILABILITY TO INCLUDE IN PERSON OR ZOOM MEETINGS. BETWEEN BOTH DROP-IN SITES AND VIA ZOOM, SEVEN ADVISORS SEE STUDENTS THREE TO FOUR DAYS PER WEEK, HELPING STUDENTS AND FAMILIES NAVIGATE THE COLLEGE APPLICATION, FINANCIAL AID, SCHOLARSHIP SEARCH, AND COLLEGE ESSAY WRITING PROCESS. STAFFING THESE SITES OURSELVES AND TRAINING VOLUNTEERS TO ASSIST US, WE TYPICALLY SEE 50+ STUDENTS EACH MONTH AND STAFF 40+HOURS EACH MONTH. THE YMCA CHARGES NO RENT FOR THE USE OF THEIR SPACE, AND THE LIBRARY CHARGES 550 PER MONTH FOR THE USE OF OUR HILLCREST OFFICE. OUR PROJECTED OPERATIONAL COSTS ARE 11,265.00 OUR PROJECTED PERSONNEL COSTS ARE 54,000.00 THERE ARE 15 PUBLIC HIGH SCHOOLS IN THE TREASURE VALLEY, AND MORE THAN 10 PRIVATE AND CHARTER HIGH SCHOOLS THAT SERVE OVER 28,000 HIGH SCHOOL STUDENTS. AS THE TREASURE VALLEY CONTINUES TO EXPERIENCE RAPID GROWTH, OUR CAPACITY TO SERVE THIS INCREASED, DIVERSE POPULATION OF LEARNERS WILL ALSO EXPAND. 2.FREE WORKSHOPS. BEFORE COVID-19, WE STRIVED TO REACH OUT TO THE LARGER COMMUNITY WITH FREE TALKS AT OUR NEW HILLCREST LOCATION AND EVENTS THAT PROVIDE INFORMATION TO TARGETED GROUPS. AMONG OUR MOST HEAVILY ATTENDED SESSIONS WERE: HOW TO CHOOSE A COLLEGE, WHAT TO KNOW ABOUT APPLYING TO SELECTIVE SCHOOLS/MILITARY ACADEMIES/THE IVY LEAGUES, NAVIGATING FINANCIAL AID, BOISE SCHOOL DISTRICT HEALTH PROFESSIONS EXPO AND HOW TO BE A RECRUITED ATHLETE. OUR OUTREACH EXTENDED TO PROVIDING WORKSHOPS AT THE HISPANIC LEADERSHIP CONFERENCE, LEADERSHIP BOISE, BOISE SCHOOL DISTRICT EVENINGS ABOUT HEALTH AND STEM- BASED CAREERS, SESSIONS FOR FINANCIAL PLANNERS INTERESTED IN PROVIDING BETTER COLLEGE AFFORDABILITY ADVICE FOR THEIR CLIENTS, AND COLLEGE- READINESS CLINICS FOR OVER 1500 JUNIOR HIGH AND HIGH SCHOOL STUDENTS. THE PANDEMIC SHIFTED OUR FOCUS TO WORKING WITH INDIVIDUALS AND THEIR FAMILIES SO OUR ASSISTANCE IS TARGETED AND PERSONALIZED, AND TO WORKING IN PARTNERSHIP WITH ORGANIZATIONS LIKE COLLEGE BOUND TO DELIVER PROGRAMMING THAT IS DESIGNED FOR FEWER STUDENTS AT ONE TIME VIA IN PERSON SESSIONS AND DIFFERENT DIGITAL LEARNING PLATFORMS. WE HAVE ALSO EXPANDED OUR OUTREACH TO BLAINE AND VALLEY COUNTIES. ONE ADVISOR IN EACH LOCATION PARTNERS WITH THE LOCAL HIGH SCHOOLS, OFFERING IN PERSON OR ZOOM ADVISING DURING THE ACADEMIC YEAR AND HOSTING SUMMER WORKSHOPS. IN 2023, WE EXPANDED OUR IN-PERSON PROGRAMMING TO INCLUDE CLASSES ON HOW TO MANAGE AND ASSEMBLE THE DIFFERENT COLLEGE APPLICATIONS AVAILABLE TO HIGH SCHOOL SENIORS AND HELD TWO SUMMER SESSIONS. OUR RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS 10,000 PER YEAR. 3.FEE-FOR-SERVICE CLIENTS & PAID WORKSHOPS. WE OFFER SEVERAL PRIVATE ADVISING OPTIONS FOR STUDENTS, INCLUDING ONE-ON- ONE ADVISING AND INTENSIVE ESSAY-WRITING WORKSHOPS -ALL ON A SLIDING-SCALE, FEE-FOR-SERVICE BASIS. OVER ELEVEN YEARS, WE HAVE GROWN FROM SERVING A HANDFUL OF STUDENTS TO OVER 200 ONE-ON-ONE EACH YEAR. IN 2023, WE HELD SIX COLLEGE ESSAY WRITING WORKSHOPS AT OUR HILLCREST CENTER AND TWO MORE IN VALLEY COUNTY, AS WELL AS THREE AFFORDABLE SMALL- GROUP TEST PREP SESSIONS IN PARTNERSHIP WITH VETTED LOCAL TUTORS WE KNOW OFFER QUALITY TUTORING FOR THE PSAT, SAT AND ACT. AS IS OUR WAY, WE OFFER SCHOLARSHIPS FOR ANY SERVICES FOR WHICH WE ALSO CHARGE. WE ALSO VISITED VISION CHARTER TO HOST A COLLEGE READINESS NIGHT FOR 50 9TH-12TH GRADERS. IN 2024, OUR AIM IS TO INCREASE OUR WORKSHOPS AT AREA SCHOOLS AND, AT OUR HILLCREST SITE, CONTINUE TO OFFER STANDARDIZED TEST PREP AS WELL AS INCREASE THE NUMBER OF MORE ESTABLISHED PROGRAMS WE HAVE HISTORICALLY OFFERED. WE ALSO AIM TO CONTINUE CREATING NEW SESSIONS AND WORKSHOPS THAT ADDRESS THE NEEDS OF OUR GROWING POPULATION. OUR PROJECTED RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS 20,000 PER YEAR.-$141,590
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA GIBSONSecretaryFT$45,766-$45,766
SUE LOVELACEExecutive DiPT$34,630-$34,630
CINDY FAZZIOPresidentPT$10,659-$10,659
LIZ O'NEILLTreasurerPT$7,536-$7,536
VICKY SWERDLOFFVice PresidePT$3,033-$3,033
Filing and Contact Details

Filer

Filer Name
Step Ahead Idaho
EIN
27-3488398
Phone
2084848522
Address
967 E PARKCENTER BLVD 400, BOISE, ID 83706

Signing Officer

Name
LIZ O'NEILL
Title
Treasurer
Phone
2084848522
Signed
2024-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Chigbrow Ryan Murata Chtd
Address
250 S FIFTH ST STE 150, BOISE, ID 83702
Preparer
Brad Ryan
Phone
2083841040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 100 office supplies & software 4,290 insurance 1,783 bank & cc processing fees 2,976 dues & subscriptions 60 misc 159 non-investment depreciation 3,805 total 13,173

Form 990-ez, Part II, Line 24

Equipment & furniture 23,642 23,642 less accumulated depreciation 14,889 18,694 total 8,753 4,948

Form 990-ez, Part III

Step ahead idaho addresses the community need for more comprehensive, affordable college admission counseling by providing free college drop-in advising, free workshops, and fee-for-service workshops.

Form 990-ez, Part III, Line 28

Step ahead idaho addresses the community need for more comprehensive, affordable college admissions counseling with a three-pronged approach, which represents our three main program services: free college drop-in advising, free workshops, fee-for-service clients and paid workshops. 1.free college advising drop-in centers. We operate two college advising centers: a pop-up drop-in at the downtown ymca and a stand-alone center adjacent to the hillcrest library. These drop-in centers are completely free of charge and designed to be places where students can get counseling and advice on any aspect of the college- going process. Since covid, we have expanded our availability to include in person or zoom meetings. Between both drop-in sites and via zoom, seven advisors see students three to four days per week, helping students and families navigate the college application, financial aid, scholarship search, and college essay writing process. Staffing these sites ourselves and training volunteers to assist us, we typically see 50+ students each month and staff 40+hours each month. The ymca charges no rent for the use of their space, and the library charges 550 per month for the use of our hillcrest office. Our projected operational costs are 11,265.00 our projected personnel costs are 54,000.00 there are 15 public high schools in the treasure valley, and more than 10 private and charter high schools that serve over 28,000 high school students. As the treasure valley continues to experience rapid growth, our capacity to serve this increased, diverse population of learners will also expand. 2.free workshops. Before covid-19, we strived to reach out to the larger community with free talks at our new hillcrest location and events that provide information to targeted groups. Among our most heavily attended sessions were: how to choose a college, what to know about applying to selective schools/military academies/the ivy leagues, navigating financial aid, boise school district health professions expo and how to be a recruited athlete. Our outreach extended to providing workshops at the hispanic leadership conference, leadership boise, boise school district evenings about health and stem- based careers, sessions for financial planners interested in providing better college affordability advice for their clients, and college- readiness clinics for over 1500 junior high and high school students. The pandemic shifted our focus to working with individuals and their families so our assistance is targeted and personalized, and to working in partnership with organizations like college bound to deliver programming that is designed for fewer students at one time via in person sessions and different digital learning platforms. We have also expanded our outreach to blaine and valley counties. One advisor in each location partners with the local high schools, offering in person or zoom advising during the academic year and hosting summer workshops. In 2023, we expanded our in-person programming to include classes on how to manage and assemble the different college applications available to high school seniors and held two summer sessions. Our resources budget for this aspect of our services is 10,000 per year. 3.fee-for-service clients & paid workshops. We offer several private advising options for students, including one-on- one advising and intensive essay-writing workshops -all on a sliding-scale, fee-for-service basis. Over eleven years, we have grown from serving a handful of students to over 200 one-on-one each year. In 2023, we held six college essay writing workshops at our hillcrest center and two more in valley county, as well as three affordable small- group test prep sessions in partnership with vetted local tutors we know offer quality tutoring for the psat, sat and act. As is our way, we offer scholarships for any services for which we also charge. We also visited vision charter to host a college readiness night for 50 9th-12th graders. In

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 100 OFFICE SUPPLIES & SOFTWARE 4,290 INSURANCE 1,783 BANK & CC PROCESSING FEES 2,976 DUES & SUBSCRIPTIONS 60 MISC 159 NON-INVESTMENT DEPRECIATION 3,805 TOTAL 13,173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT & FURNITURE 23,642 23,642 LESS ACCUMULATED DEPRECIATION 14,889 18,694 TOTAL 8,753 4,948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEP AHEAD IDAHO ADDRESSES THE COMMUNITY NEED FOR MORE COMPREHENSIVE, AFFORDABLE COLLEGE ADMISSION COUNSELING BY PROVIDING FREE COLLEGE DROP-IN ADVISING, FREE WORKSHOPS, AND FEE-FOR-SERVICE WORKSHOPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STEP AHEAD IDAHO ADDRESSES THE COMMUNITY NEED FOR MORE COMPREHENSIVE, AFFORDABLE COLLEGE ADMISSIONS COUNSELING WITH A THREE-PRONGED APPROACH, WHICH REPRESENTS OUR THREE MAIN PROGRAM SERVICES: FREE COLLEGE DROP-IN ADVISING, FREE WORKSHOPS, FEE-FOR-SERVICE CLIENTS AND PAID WORKSHOPS. 1.FREE COLLEGE ADVISING DROP-IN CENTERS. WE OPERATE TWO COLLEGE ADVISING CENTERS: A POP-UP DROP-IN AT THE DOWNTOWN YMCA AND A STAND-ALONE CENTER ADJACENT TO THE HILLCREST LIBRARY. THESE DROP-IN CENTERS ARE COMPLETELY FREE OF CHARGE AND DESIGNED TO BE PLACES WHERE STUDENTS CAN GET COUNSELING AND ADVICE ON ANY ASPECT OF THE COLLEGE- GOING PROCESS. SINCE COVID, WE HAVE EXPANDED OUR AVAILABILITY TO INCLUDE IN PERSON OR ZOOM MEETINGS. BETWEEN BOTH DROP-IN SITES AND VIA ZOOM, SEVEN ADVISORS SEE STUDENTS THREE TO FOUR DAYS PER WEEK, HELPING STUDENTS AND FAMILIES NAVIGATE THE COLLEGE APPLICATION, FINANCIAL AID, SCHOLARSHIP SEARCH, AND COLLEGE ESSAY WRITING PROCESS. STAFFING THESE SITES OURSELVES AND TRAINING VOLUNTEERS TO ASSIST US, WE TYPICALLY SEE 50+ STUDENTS EACH MONTH AND STAFF 40+HOURS EACH MONTH. THE YMCA CHARGES NO RENT FOR THE USE OF THEIR SPACE, AND THE LIBRARY CHARGES 550 PER MONTH FOR THE USE OF OUR HILLCREST OFFICE. OUR PROJECTED OPERATIONAL COSTS ARE 11,265.00 OUR PROJECTED PERSONNEL COSTS ARE 54,000.00 THERE ARE 15 PUBLIC HIGH SCHOOLS IN THE TREASURE VALLEY, AND MORE THAN 10 PRIVATE AND CHARTER HIGH SCHOOLS THAT SERVE OVER 28,000 HIGH SCHOOL STUDENTS. AS THE TREASURE VALLEY CONTINUES TO EXPERIENCE RAPID GROWTH, OUR CAPACITY TO SERVE THIS INCREASED, DIVERSE POPULATION OF LEARNERS WILL ALSO EXPAND. 2.FREE WORKSHOPS. BEFORE COVID-19, WE STRIVED TO REACH OUT TO THE LARGER COMMUNITY WITH FREE TALKS AT OUR NEW HILLCREST LOCATION AND EVENTS THAT PROVIDE INFORMATION TO TARGETED GROUPS. AMONG OUR MOST HEAVILY ATTENDED SESSIONS WERE: HOW TO CHOOSE A COLLEGE, WHAT TO KNOW ABOUT APPLYING TO SELECTIVE SCHOOLS/MILITARY ACADEMIES/THE IVY LEAGUES, NAVIGATING FINANCIAL AID, BOISE SCHOOL DISTRICT HEALTH PROFESSIONS EXPO AND HOW TO BE A RECRUITED ATHLETE. OUR OUTREACH EXTENDED TO PROVIDING WORKSHOPS AT THE HISPANIC LEADERSHIP CONFERENCE, LEADERSHIP BOISE, BOISE SCHOOL DISTRICT EVENINGS ABOUT HEALTH AND STEM- BASED CAREERS, SESSIONS FOR FINANCIAL PLANNERS INTERESTED IN PROVIDING BETTER COLLEGE AFFORDABILITY ADVICE FOR THEIR CLIENTS, AND COLLEGE- READINESS CLINICS FOR OVER 1500 JUNIOR HIGH AND HIGH SCHOOL STUDENTS. THE PANDEMIC SHIFTED OUR FOCUS TO WORKING WITH INDIVIDUALS AND THEIR FAMILIES SO OUR ASSISTANCE IS TARGETED AND PERSONALIZED, AND TO WORKING IN PARTNERSHIP WITH ORGANIZATIONS LIKE COLLEGE BOUND TO DELIVER PROGRAMMING THAT IS DESIGNED FOR FEWER STUDENTS AT ONE TIME VIA IN PERSON SESSIONS AND DIFFERENT DIGITAL LEARNING PLATFORMS. WE HAVE ALSO EXPANDED OUR OUTREACH TO BLAINE AND VALLEY COUNTIES. ONE ADVISOR IN EACH LOCATION PARTNERS WITH THE LOCAL HIGH SCHOOLS, OFFERING IN PERSON OR ZOOM ADVISING DURING THE ACADEMIC YEAR AND HOSTING SUMMER WORKSHOPS. IN 2023, WE EXPANDED OUR IN-PERSON PROGRAMMING TO INCLUDE CLASSES ON HOW TO MANAGE AND ASSEMBLE THE DIFFERENT COLLEGE APPLICATIONS AVAILABLE TO HIGH SCHOOL SENIORS AND HELD TWO SUMMER SESSIONS. OUR RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS 10,000 PER YEAR. 3.FEE-FOR-SERVICE CLIENTS & PAID WORKSHOPS. WE OFFER SEVERAL PRIVATE ADVISING OPTIONS FOR STUDENTS, INCLUDING ONE-ON- ONE ADVISING AND INTENSIVE ESSAY-WRITING WORKSHOPS -ALL ON A SLIDING-SCALE, FEE-FOR-SERVICE BASIS. OVER ELEVEN YEARS, WE HAVE GROWN FROM SERVING A HANDFUL OF STUDENTS TO OVER 200 ONE-ON-ONE EACH YEAR. IN 2023, WE HELD SIX COLLEGE ESSAY WRITING WORKSHOPS AT OUR HILLCREST CENTER AND TWO MORE IN VALLEY COUNTY, AS WELL AS THREE AFFORDABLE SMALL- GROUP TEST PREP SESSIONS IN PARTNERSHIP WITH VETTED LOCAL TUTORS WE KNOW OFFER QUALITY TUTORING FOR THE PSAT, SAT AND ACT. AS IS OUR WAY, WE OFFER SCHOLARSHIPS FOR ANY SERVICES FOR WHICH WE ALSO CHARGE. WE ALSO VISITED VISION CHARTER TO HOST A COLLEGE READINESS NIGHT FOR 50 9TH-12TH GRADERS. IN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/ReturnTs02024-01-30T10:50:40-05:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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