Civic Intelligence

The Heritage Management Organization Inc

EIN 47-3258761 • 501(c)3 • Chicago, IL

Profile

To transform the worlds heritage assets from decaying objects of study to dynamic sources of learning, community identity and sustainable economic development.

810 W Washington Blvd 260Chicago, IL 60607

www.heritagemanagement.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.19x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

16th percentile

-14%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $5M-$10M 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

21st percentile

-3.9%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

273%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$7,344,212

Down $296,343 (-3.9%) from 2023

Liabilities

Down

$306,881

Down $262,887 (-46%) from 2023

Net Assets

Down

$7,037,331

Down $33,456 (-0.5%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin16th percentile

Revenue

Up

$1,658,717

Up $1,214,155 (+273%) from 2023

Expenses

Up

$1,892,218

Up $1,009,123 (+114%) from 2023

Net Income

Up

-$233,501

Up $205,032 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $8,204Liabilities 2015: $92Net Assets 2015: $8,1122015Assets 2016: $107,541Liabilities 2016: $0Net Assets 2016: $107,5412016Assets 2017: $1,396,040Liabilities 2017: $6,050Net Assets 2017: $1,389,9902017Assets 2018: $1,332,507Liabilities 2018: $6,237Net Assets 2018: $1,326,2702018Assets 2019: $1,799,750Liabilities 2019: $38,407Net Assets 2019: $1,761,3432019Assets 2020: $2,318,852Liabilities 2020: $49,893Net Assets 2020: $2,268,9592020Assets 2021: $2,905,454Liabilities 2021: $378,492Net Assets 2021: $2,526,9622021Assets 2022: $7,519,719Liabilities 2022: $287,262Net Assets 2022: $7,232,4572022Assets 2023: $7,640,555Liabilities 2023: $569,768Net Assets 2023: $7,070,7872023Assets 2024: $7,344,212Liabilities 2024: $306,881Net Assets 2024: $7,037,3312024

Highlighted filing

2024

Assets$7,344,212
Liabilities$306,881
Net Assets$7,037,331
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $60,224Expenses 2015: $52,112Net Income 2015: $8,1122015Revenue 2016: $121,279Expenses 2016: $21,850Net Income 2016: $99,4292016Revenue 2017: $1,397,446Expenses 2017: $114,997Net Income 2017: $1,282,4492017Revenue 2018: $241,269Expenses 2018: $156,320Net Income 2018: $84,9492018Revenue 2019: $376,599Expenses 2019: $177,858Net Income 2019: $198,7412019Revenue 2020: $411,925Expenses 2020: $177,350Net Income 2020: $234,5752020Revenue 2021: $507,275Expenses 2021: $465,223Net Income 2021: $42,0522021Revenue 2022: $5,558,861Expenses 2022: $402,900Net Income 2022: $5,155,9612022Revenue 2023: $444,562Expenses 2023: $883,095Net Income 2023: -$438,5332023Revenue 2024: $1,658,717Expenses 2024: $1,892,218Net Income 2024: -$233,5012024

Highlighted filing

2024

Revenue$1,658,717
Expenses$1,892,218
Net Income-$233,501
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,344,212
Liabilities
$306,881
Net assets
$7,037,331
Revenue
$1,658,717
Expenses
$1,892,218
Net income
-$233,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$0.31$7.04$1.66$1.89$0.23
2023Detailed filing. Detailed filing data is available for this year.$7.64$0.57$7.07$0.44$0.88$0.44
2022Detailed filing. Detailed filing data is available for this year.$7.52$0.29$7.23$5.56$0.40$5.16
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.38$2.53$0.51$0.47$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.05$2.27$0.41$0.18$0.23
2019Summary only. Only limited summary data is available for this year.$1.80$0.04$1.76$0.38$0.18$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.33$0.24$0.16$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$1.40$0.11$1.28
2016Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.12$0.02$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.06$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$1,750,900
Mission and Program Overview

Mission

To transform the worlds heritage assets from decaying objects of study to dynamic sources of learning, community identity and sustainable economic development.

Training heritage managers in the skills necessary to carry out their work most effectively, maximizing the limited resources available.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$59,228$3,328,224▲ $3,268,996
Investments in Publicly Traded Securities$4,318,034$2,515,988▼ $1,802,046
Accounts Receivable$3,255,423$1,500,000▼ $1,755,423
Prepaid Expenses and Deferred Charges$7,870$0▼ $7,870
Total Assets$7,640,555$7,344,212▼ $296,343
Liabilities
Accounts Payable and Accrued Expenses$569,768$306,881▼ $262,887
Total Liabilities$569,768$306,881▼ $262,887
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,876,343$5,509,554▲ $1,633,211
Net Assets With Donor Restrictions$3,194,444$1,527,777▼ $1,666,667
Total Net Assets Fund Balance$7,070,787$7,037,331▼ $33,456
Total Liabilities and Net Assets / Fund Balance$7,640,555$7,344,212▼ $296,343
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Pantelis GeorgiadisChairman
Charles WilliamsBoard Director
Christina HioureasBoard Director
Ezana BocresionBoard Director
Hannah SolomonBoard Director
Marios PapanikolopoulosBoard Director
Evangelos KyriakidisGeneral Director
James H OuttawayMember Emeritus
Kathryn YatrakisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,297,044
Program Service Revenue
$138,878
Investment Income
$222,795
Other Revenue
$0
All Other Contributions
$1,297,044
Change in Net Assets
$-233,501

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,637,970
Revenue Not Reported on Financial Statements
$20,747
Revenue Not Reported on Form 990
$220,792
Total Revenue per Audited Statements
$1,858,762
Total Revenue per Form 990
$1,658,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,892,218
Total Fundraising Expense$77,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$13,044$41,222$54,266
Travel-$5,502-$5,502
Information Technology-$4,410-$4,410
Other Expenses$295,847$1,275$36,500$1,275
Office Expenses-$1,041-$1,041
Total Functional Expenses$1,780,099$34,397$77,722$1,892,218

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,892,218
Total Expenses per Audited Statements$1,892,218
Total Expenses per Form 990$1,892,218
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Owned by Exec. DConsulting FeesNo$182,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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

“Line 11b explanation - the governing body of the organization will review form 990 to ensure the correctness of the form before filing”

Form 990, Part VI, Line 11 B - Form 990 Review Process

“The governing body of the organization will review form 990 to ensure the correctness of the form before filing”

Form 990, Part VI, Line 19- Other Organization Dfocuments Publicly Availabl

“UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The Heritage Management Organization Inc
EIN
47-3258761
Phone
3124238692
Address
810 W WASHINGTON BLVD 260, CHICAGO, IL 60607

Signing Officer

Name
Evangelos Kyriakidis
Title
General Director
Phone
3124238692
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Evangelos Kyriakidis
Formed
2015
Legal Domicile
De
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Pbg Financial Services Pllc
Address
1247 WAUKEGAN ROAD SUITE 100, GLENVIEW, IL 60025
Preparer
Bryan Engel
Phone
8472911400
Raw XML Appendix392 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION RECEIVES A SUBTANTIAL PART OF ITS TOTAL SUPPORT FROM THE PUBLIC AND GOVERNMENTAL SOURCES, AND OPERATES IN A MANNER CONSISTENT WITH A PUBLICLY SUPPORTED CHARITY - MAINLY, THAT IT AIMS TO CONTINUE EXPANDING AND ATTRACTING NEW SUPPORT ON AN ONGOING BASIS. ALTHOUGH ITS PUBLIC SUPPORT PERCENTAGE IS BELOW 33%, IT EXCEEDS 10% AND COMES FROM A BROAD BASE OF DONORS. NO SINGLE CONTRIBUTOR CONTROLS THE ORGANIZATION OR PROVIDES SUPPORT SUFFICIENT TO INFLUENCE OPERATIONS. THE ORGANIZATION DOES NOT OPERATE FOR THE FINANCIAL BENEFIT OF ANY PRIVATE INDIVIDUAL OR DONOR. ALL CONTRIBUTIONS ARE USED TO ADVANCE EXEMPT PURPOSES, AND THE ORGANIZATION'S FINANCES AND ACTIVITIES ARE PUBLICLY DISCLOSED THROUGH REQUIRED FILINGS AND PUBLIC COMMUNICATIONS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01297044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0163796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05430820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0354173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0232265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07478098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0183168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0133955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025544
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0415497
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0138878
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0118060
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt076844
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt070540
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0118385
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0522707
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.15440
IRS990ScheduleA/PublicSupportPY170Pct00.95910
IRS990ScheduleA/PublicSupportTotal170Amt01299826
IRS990ScheduleA/SubstantialContributorsTotAmt06178272
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01297044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0163796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05430820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0354173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0232265
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07478098
IRS990ScheduleA/TotalSupportAmt08416302
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01892218
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020747
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0220792
IRS990ScheduleD/RevenueNotReportedAmt0220792
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020747
IRS990ScheduleD/RevenueSubtotalAmt01637970
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01892218
IRS990ScheduleD/TotalRevenuePerForm990Amt01658717
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01858762
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01892218
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0HERITAGE MANAGEMENT CONS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OWNED BY EXEC. D
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0182500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING FEES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE GOVERNING BODY OF THE ORGANIZATION WILL REVIEW FORM 990 TO ENSURE THE CORRECTNESS OF THE FORM BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY OF THE ORGANIZATION WILL REVIEW FORM 990 TO ENSURE THE CORRECTNESS OF THE FORM BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 11 B - FORM 990 REVIEW PROCESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 19- OTHER ORGANIZATION DFOCUMENTS PUBLICLY AVAILABL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07640555
IRS990/TotalAssetsEOYAmt07344212
IRS990/TotalAssetsGrp/BOYAmt07640555
IRS990/TotalAssetsGrp/EOYAmt07344212
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01297044
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt077722
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034397
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01780099
IRS990/TotalFunctionalExpensesGrp/TotalAmt01892218
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0569768
IRS990/TotalLiabilitiesEOYAmt0306881
IRS990/TotalLiabilitiesGrp/BOYAmt0569768
IRS990/TotalLiabilitiesGrp/EOYAmt0306881
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07070787
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07037331
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01780099
IRS990/TotalProgramServiceRevenueAmt0138878
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0222795
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0138878
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01658717
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07640555
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07344212
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt05502
IRS990/TravelGrp/TotalAmt05502
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0810 W WASHINGTON BLVD 260
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060607
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.HERITAGEMANAGEMENT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EVANGELOS KYRIAKIDIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum03124238692
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERITAGE MANAGEMENT ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0473258761
ReturnHeader/Filer/PhoneNum03124238692
ReturnHeader/Filer/USAddress/AddressLine1Txt0810 W WASHINGTON BLVD 260
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844107940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBG FINANCIAL SERVICES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01247 WAUKEGAN ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060025
ReturnHeader/PreparerPersonGrp/PhoneNum08472911400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN ENGEL
ReturnHeader/ReturnTs02025-11-12T13:57:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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