Civic Intelligence

University of Wisconsin- Madison

EIN 39-1709374 • 501(c)10 • Madison, WI

Profile

The panhellenic association (pha) exists to foster the promotion of scholarship, philanthropy, and most importantly, community within the university of wisconsin-madison campus. We believe in empowering our members through continual commitment to giving women the opportunity to grow and lead. Ultimately, we believe in change the culture of the fraternity and sorority life community for the better. We strive to facilitate meaningful relationship building, personal growth, and an inclusive environment for our members. In doing so, we hope to build a strong foundation that will help them succeed in the future.

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)10 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)10 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-94%

Higher net margin than 7% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

501(c)10 • <$500k nonprofits • Source year 2023

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2020 to 2023

Assets

Down

$125,933

Down $126,315 (-50%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$125,933

Down $126,315 (-50%) from 2020

Revenue

Up

$265,882

Up $137,807 (+108%) from 2020

Expenses

Up

$515,398

Up $434,866 (+540%) from 2020

Net Income

Down

-$249,516

Down $297,059 (-625%) from 2020

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $252,248Liabilities 2020: $0Net Assets 2020: $252,2482020Assets 2023: $125,933Liabilities 2023: $0Net Assets 2023: $125,9332023

Highlighted filing

2023

Assets$125,933
Liabilities$0
Net Assets$125,933

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2020: $128,075Expenses 2020: $80,532Net Income 2020: $47,5432020Revenue 2023: $265,882Expenses 2023: $515,398Net Income 2023: -$249,5162023

Highlighted filing

2023

Revenue$265,882
Expenses$515,398
Net Income-$249,516

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$265,882
Mission and Program Overview

Mission

To provide programming for the greek community at the university of wisconsin- madison.

To develop and maintain sorority life and interfraternity relations at a high level of accomplishment and in so doing to: (1) consider the goals and ideals of member organizations as applicable to campus and personal life; (2) promote superior scholarship and intellectual development; (3) cooperate with member sororities and the university/college administration to maintain high social and moral standards; (4) act in accordance with national panhellenic conference (npc) unanimous agreements, policies, and best practices; (5) act in accordance with such rules established by the panhellenic council as to not violate the sovereignty, rights, and privileges of member sororities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$133,393$75,921▼ $57,472
Savings and Temporary Cash Investments$242,056$50,012▼ $192,044
Total Assets$375,449$125,933▼ $249,516
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$375,449$125,933▼ $249,516
Total Net Assets Fund Balance$375,449$125,933▼ $249,516
Total Liabilities and Net Assets / Fund Balance$375,449$125,933▼ $249,516
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hazel LietzPresident
Maddy MarcusDirector of Recruitment Counselors
Meredith VohlandVP Communications
Lydia GlennVP Community Development
Alexandra FriedVP Dei
Raeva SikkaVP Finance
Avery StarkVP Harm Prevention
Julia Kay SmithVP Judicial Affairs
Alexa LitwinVP Member Experience
Kelsey BarbarVP Recruitment
Meredith ReeseVP Risk Management
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$265,845
Investment Income
$37
Other Revenue
$0
Change in Net Assets
$-249,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$329,575
Other Expenses$185,823
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$329,575
Conferences and Meetings---$100,134
Office Expenses---$44,008
Travel---$19,754
Fees for Services Other---$10,218
Other Expenses---$6,513
All Other Expenses---$4,091
Payments to Affiliates---$845
Information Technology---$260
Total Functional Expenses$0$0$0$515,398
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin FoundationMadison, WI501(c)(3)Support for Three Community Funds$322,075
UNIVERSITY OF WISCONSIN - BURSAR'S OFFICEMadison, WIState of WiScholarships for Students$7,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

There shall be three classes of membership: regular, provisional, and associate: a. Regular membership. The regular membership of the pha of the university of wisconsin-madison shall be composed of all chapters of npc fraternities at the university of wisconsin-madison. Regular members of the college panhellenic council shall pay dues as determined by the college panhellenic council. Each regular member shall have a voice and one vote on all matters. B. Provisional membership. The provisional membership of the pha of the university of wisconsin-madison shall be composed of all establishing chapters of npc fraternities at the university of wisconsin-madison. Provisional members shall pay no dues and shall have a voice but no vote on all matters. A provisional member shall automatically become a regular member upon being installed as a chapter of an npc fraternity. C. Associate membership. Local sororities or national or regional non-npc member groups may apply for associate membership of the pha of the university of wisconsin-madison. The membership eligibility requirements and the process for submitting an application and approval of the application shall be determined by the panhellenic council. Associate members shall pay dues as determined by the college panhellenic council. An associate member shall have a voice and one vote on all matters except extension-related matters and, if they are not participating in the primary recruitment process, they shall not have a vote on recruitment rules and establishment or modification of panhellenic total. An associate member may be expelled for cause by a majority vote of the panhellenic council. An associate member shall not be entitled to vote on the question of its expulsion.

Form 990, Part VI, Section A, Line 7A

All regular and associate members have the right to nominate and elect the members of the governing body.

Form 990, Part VI, Section A, Line 7B

The pha bylaws may be amended by two-thirds (2/3) vote of the voting members of the panhellenic council, provided notice of the proposed amendment has been given in writing at a preceding regular meeting.

Form 990, Part VI, Section B, Line 11B

The prepared form 990 is reviewed and approved by an officer of the association before the return is filed with the irs.

Form 990, Part VI, Section C, Line 19

The association makes its governing documents and financial statements available to the public upon request. The association does not have a conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
University of Wisconsin- Madison
EIN
39-1709374
Phone
6088903329
Address
716 LANGDON ST, MADISON, WI 53706

Signing Officer

Name
Ily Grinberg
Title
VP of Administration
Phone
6088903329
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ily Grinberg
Formed
1902
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jason Stephens CPA
Phone
6082744020
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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/Desc0THE PANHELLENIC ASSOCIATION AT THE UNIVERSITY OF WISCONSIN-MADISON (PHA) IS THE GOVERNING BODY FOR THE 13 NATIONAL PANHELLENIC CONFERENCE WOMEN'S SORORITIES, AS WELL AS 1 ASSOCIATE WOMEN'S SORORITY ON CAMPUS. ELECTED CHAPTER DELEGATES MEET REGULARLY WITH THE PHA EXECUTIVE BOARD TO FACILITATE OPEN COMMUNICATION AND COLLABORATION. THE PHA SPONSORS EVENTS SUCH AS FORMAL RECRUITMENT AND ALL DRESSED UP, AN EVENT THAT ENHANCES THE HIGH SCHOOL EXPERIENCE FOR STUDENTS IN THE MADISON AREA. PANHELLENIC WOMEN PROUDLY STRIVE FOR INDIVIDUAL EXCELLENCE IN SCHOLARSHIP AND LEADERSHIP AND PROMOTE COMMUNITY BUILDING THROUGH CITIZENSHIP AND FELLOWSHIP.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP JUDICIAL AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP HARM PREVENTION
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP DEI
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP COMMUNITY DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF RECRUITMENT COUNSELORS
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IRS990/MissionDesc0THE PANHELLENIC ASSOCIATION (PHA) EXISTS TO FOSTER THE PROMOTION OF SCHOLARSHIP, PHILANTHROPY, AND MOST IMPORTANTLY, COMMUNITY WITHIN THE UNIVERSITY OF WISCONSIN-MADISON CAMPUS. WE BELIEVE IN EMPOWERING OUR MEMBERS THROUGH CONTINUAL COMMITMENT TO GIVING WOMEN THE OPPORTUNITY TO GROW AND LEAD. ULTIMATELY, WE BELIEVE IN CHANGE THE CULTURE OF THE FRATERNITY AND SORORITY LIFE COMMUNITY FOR THE BETTER. WE STRIVE TO FACILITATE MEANINGFUL RELATIONSHIP BUILDING, PERSONAL GROWTH, AND AN INCLUSIVE ENVIRONMENT FOR OUR MEMBERS. IN DOING SO, WE HOPE TO BUILD A STRONG FOUNDATION THAT WILL HELP THEM SUCCEED IN THE FUTURE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE PANHELLENIC ASSOCIATION PROVIDES FUNDING TO VARIOUS PHILANTHROPIES AND CHARITIES SUPPORTED BY THE GREEK SYSTEM.
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IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1STATE OF WI
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR THREE COMMUNITY FUNDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS FOR STUDENTS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1333 EAST CAMPUS MALL 10501
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053726
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153715
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION PROVIDES SUPPORT TO OTHER EXEMPT ORGANIZATIONS TO SUPPORT A VARIETY OF CAUSES. ALSO PROVIDES SCHOLARSHIPS TO REGULAR MEMBERS. GRANTS AND SCHOLARSHIPS ARE APPROVED BY THE BOARD OF DIRECTORS. THE ASSOCIATION DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE FUNDS ARE DISBURSED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE SHALL BE THREE CLASSES OF MEMBERSHIP: REGULAR, PROVISIONAL, AND ASSOCIATE: A. REGULAR MEMBERSHIP. THE REGULAR MEMBERSHIP OF THE PHA OF THE UNIVERSITY OF WISCONSIN-MADISON SHALL BE COMPOSED OF ALL CHAPTERS OF NPC FRATERNITIES AT THE UNIVERSITY OF WISCONSIN-MADISON. REGULAR MEMBERS OF THE COLLEGE PANHELLENIC COUNCIL SHALL PAY DUES AS DETERMINED BY THE COLLEGE PANHELLENIC COUNCIL. EACH REGULAR MEMBER SHALL HAVE A VOICE AND ONE VOTE ON ALL MATTERS. B. PROVISIONAL MEMBERSHIP. THE PROVISIONAL MEMBERSHIP OF THE PHA OF THE UNIVERSITY OF WISCONSIN-MADISON SHALL BE COMPOSED OF ALL ESTABLISHING CHAPTERS OF NPC FRATERNITIES AT THE UNIVERSITY OF WISCONSIN-MADISON. PROVISIONAL MEMBERS SHALL PAY NO DUES AND SHALL HAVE A VOICE BUT NO VOTE ON ALL MATTERS. A PROVISIONAL MEMBER SHALL AUTOMATICALLY BECOME A REGULAR MEMBER UPON BEING INSTALLED AS A CHAPTER OF AN NPC FRATERNITY. C. ASSOCIATE MEMBERSHIP. LOCAL SORORITIES OR NATIONAL OR REGIONAL NON-NPC MEMBER GROUPS MAY APPLY FOR ASSOCIATE MEMBERSHIP OF THE PHA OF THE UNIVERSITY OF WISCONSIN-MADISON. THE MEMBERSHIP ELIGIBILITY REQUIREMENTS AND THE PROCESS FOR SUBMITTING AN APPLICATION AND APPROVAL OF THE APPLICATION SHALL BE DETERMINED BY THE PANHELLENIC COUNCIL. ASSOCIATE MEMBERS SHALL PAY DUES AS DETERMINED BY THE COLLEGE PANHELLENIC COUNCIL. AN ASSOCIATE MEMBER SHALL HAVE A VOICE AND ONE VOTE ON ALL MATTERS EXCEPT EXTENSION-RELATED MATTERS AND, IF THEY ARE NOT PARTICIPATING IN THE PRIMARY RECRUITMENT PROCESS, THEY SHALL NOT HAVE A VOTE ON RECRUITMENT RULES AND ESTABLISHMENT OR MODIFICATION OF PANHELLENIC TOTAL. AN ASSOCIATE MEMBER MAY BE EXPELLED FOR CAUSE BY A MAJORITY VOTE OF THE PANHELLENIC COUNCIL. AN ASSOCIATE MEMBER SHALL NOT BE ENTITLED TO VOTE ON THE QUESTION OF ITS EXPULSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL REGULAR AND ASSOCIATE MEMBERS HAVE THE RIGHT TO NOMINATE AND ELECT THE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PHA BYLAWS MAY BE AMENDED BY TWO-THIRDS (2/3) VOTE OF THE VOTING MEMBERS OF THE PANHELLENIC COUNCIL, PROVIDED NOTICE OF THE PROPOSED AMENDMENT HAS BEEN GIVEN IN WRITING AT A PRECEDING REGULAR MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY AN OFFICER OF THE ASSOCIATION BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ASSOCIATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0375449
IRS990/TotalAssetsEOYAmt0125933
IRS990/TotalAssetsGrp/BOYAmt0375449
IRS990/TotalAssetsGrp/EOYAmt0125933
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0515398
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0375449
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125933
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0265845
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt037
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0265845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265882
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0375449
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0125933
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt019754
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0716 LANGDON ST
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053706
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0FSL.WISC.EDU/MEET-THE-COMMUNITY/COUNCILS/PANHELLE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ILY GRINBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF ADMINISTRATION
ReturnHeader/BusinessOfficerGrp/PhoneNum06088903329
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY OF WISCONSIN- MADISON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PANHELLENIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0391709374
ReturnHeader/Filer/PhoneNum06088903329
ReturnHeader/Filer/USAddress/AddressLine1Txt0716 LANGDON ST
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053706
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON STEPHENS CPA
ReturnHeader/ReturnTs02024-11-15T15:50:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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