Civic Intelligence

Level Up Solutions Inc.

990 • Fiscal year 2020 • EIN 47-3406976

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 06, 2021

1303 E Walnut AveEl Segundo, CA 90245

(310) 648-1787

Siviq Scores

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

Liabilities / Assets

65th percentile

0.15x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.07x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$103,500

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

83rd percentile

53%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$393,442

Up $135,490 (+53%) from 2019

Net Assets

Up

$332,641

Up $118,720 (+55%) from 2019

Liabilities

Up

$60,801

Up $16,770 (+38%) from 2019

Revenue

Up

$925,639

Up $117,369 (+15%) from 2019

Expenses

Up

$806,919

Up $15,452 (+2.0%) from 2019

Net Income

Up

$118,720

Up $101,917 (+607%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $10,539Liabilities 2015: $0Net Assets 2015: $10,5392015Assets 2016: $126,739Liabilities 2016: $28,802Net Assets 2016: $97,9372016Assets 2017: $234,133Liabilities 2017: $17,157Net Assets 2017: $216,9762017Assets 2018: $225,286Liabilities 2018: $28,168Net Assets 2018: $197,1182018Assets 2019: $257,952Liabilities 2019: $44,031Net Assets 2019: $213,9212019Assets 2020: $393,442Liabilities 2020: $60,801Net Assets 2020: $332,6412020Assets 2021: $532,430Liabilities 2021: $22,169Net Assets 2021: $510,2612021Assets 2022: $375,890Liabilities 2022: $52,716Net Assets 2022: $323,1742022Assets 2023: $510,957Liabilities 2023: $58,711Net Assets 2023: $452,2462023Assets 2024: $502,356Liabilities 2024: $70,952Net Assets 2024: $431,4042024

Highlighted filing

2020

Assets$393,442
Liabilities$60,801
Net Assets$332,641

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $168,839Expenses 2015: $158,300Net Income 2015: $10,5392015Revenue 2016: $694,646Expenses 2016: $595,181Net Income 2016: $99,4652016Revenue 2017: $859,447Expenses 2017: $736,710Net Income 2017: $122,7372017Revenue 2018: $829,102Expenses 2018: $848,960Net Income 2018: -$19,8582018Revenue 2019: $808,270Expenses 2019: $791,467Net Income 2019: $16,8032019Revenue 2020: $925,639Expenses 2020: $806,919Net Income 2020: $118,7202020Revenue 2021: $955,420Expenses 2021: $816,251Net Income 2021: $139,1692021Revenue 2022: $811,814Expenses 2022: $902,093Net Income 2022: -$90,2792022Revenue 2023: $1,132,396Expenses 2023: $1,003,336Net Income 2023: $129,0602023Revenue 2024: $1,004,003Expenses 2024: $1,024,845Net Income 2024: -$20,8422024

Highlighted filing

2020

Revenue$925,639
Expenses$806,919
Net Income$118,720
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 6, 2021
Return Version
2020v4.1
Gross Receipts
$925,639
Mission and Program Overview

Mission

Level up solutions was founded to provide services and support to adults with developmental disabilities in the southern california area. With a focus on the people we support and their families, as well as our staff; we seek to provide the guidance and instruction necessary for people with disabilities to live safe, fulfilling, meaningful lives in the least restrictive, most natural environment possible.

Level up solutions provides services to adults with developmental disabilities residing in the greater los angeles area. We craft our specific service design goals around the needs and desires of the people we support and offer services in the following independent living domains: accessing generic resources, communication, community access and mobility, health and nutrition, housekeeping, hygiene, exercise, meal planning and preparation, money management, social and recreation, safety, self-advocacy and shopping.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$255,390$389,099▲ $133,709
Rtn Earn Endowment Incm Other Fnds$213,921$332,641▲ $118,720
Land, Buildings, and Equipment, Net$1,606$2,769▲ $1,163
Intangible Assets$956$869▼ $87
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$257,952$393,442▲ $135,490
Other Assets Total$0$705▲ $705
Liabilities
Other Liabilities$27,327$46,830▲ $19,503
Accounts Payable and Accrued Expenses$16,704$13,971▼ $2,733
Total Liabilities$44,031$60,801▲ $16,770
Net Assets / Fund Balance
Total Net Assets Fund Balance$213,921$332,641▲ $118,720
Total Liabilities and Net Assets / Fund Balance$257,952$393,442▲ $135,490

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,769$9,149$11,918
Other Land Buildings$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael HarleyVP & Executive DirectorFT$103,500$103,500
Shannon HahnOperations DirectorFT$103,500$103,500

Board Members and Trustees

NameTitle
Chad HahnSecretary
Lisa Amin DesaiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$925,639
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$118,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$659,347
Other Expenses$147,572
Total Fundraising Expense$660
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$359,873--$359,873
Current Officers, Directors, Trustees, and Key Employees$67,275$139,725-$207,000
Payroll Taxes$36,229$12,076-$48,305
Occupancy$37,502$4,167-$41,669
Other Employee Benefits$25,894$8,631-$34,525
Insurance$7,642$16,907-$24,549
Fees for Services Legal-$23,823-$23,823
All Other Expenses$4,651$6,776$660$12,087
Pension Plan Contributions$7,233$2,411-$9,644
Office Expenses$4,227$1,975-$6,202
Other Expenses$3,816$275-$4,091
Conferences and Meetings$2,964$1,071-$4,035
Travel$3,908--$3,908
Information Technology-$2,938-$2,938
Fees for Services Other-$2,588-$2,588
Fees for Services Accounting-$2,326-$2,326
Interest-$846-$846
Depreciation Depletion$641--$641
Advertising-$531-$531
Total Functional Expenses$568,789$237,470$660$806,919
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$42,839
Participant Retainer$3,660
Security Deposit$300
Other Taxes Payable$31
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Shannon hahn and chad hahn are married

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

The board shall have the responsibility for reviewing the organization's form 990 (including all pertinent schedules) before it is filed with the internal revenue service. A draft of the form 990 will be sent to all the board members via email. Board members can then ask or make questions, comments, and suggested revisions. Once the board has completed its initial review of the form 990, all of the questions, comments, and suggested revisions set forth by the board should be documented, along with any responses from the preparer of the form 990, if applicable.

Form 990, Part VI, Section B, Line 12C

The organization sends out a conflict of interest disclosure form on an annual basis to officers, directors and key employees. The board of directors review and discuss whether or not there is conflict of interest on case by case.

Form 990, Part VI, Section B, Line 15

The board of directors annually review compensation for all employees using review of industry and comparability data. The board of directors must document how it reached its decisions, including the data on which it relied, in minutes of the meeting during which the compensation was approved

Form 990, Part VI, Section C, Line 18

Procedures - public inspection of documents the following organizational documents of the organization will be available (for inspection or copying) at the organization's main office during normal business hours at no charge: -tax exemption application (form 1023) -internal revenue service determination letter -articles of incorporation -by-laws the public inspection copy of the organization's form 990, from the previous three years (at a minimum), will be available (for inspection or copying) at the organization's main office during normal business hours at no charge and will also be posted at www.guidestar.org. The public inspection copy of the form 990 will not include the schedule a excess contributors or the schedule b names and addresses of contributors. The organization will make best efforts to ensure that the forms 990 held at their main office are the most updated versions of such. For example, in the instance where a form 990 has been amended, the amended version of the form 990 should be the one available for public inspection. When responding to a public inspection request for any organizational document or form 990 by anyone, the organization shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, financial statements and conflict of interest policy available to public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Level Up Solutions Inc
EIN
47-3406976
Phone
3106481787
Address
1303 E WALNUT AVE, EL SEGUNDO, CA 90245

Signing Officer

Name
Shannon Hahn
Title
Operations Director
Phone
3106481787
Signed
2021-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Harley
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
34
Volunteers
0

Preparer

Firm
Beach Freeman Lim & Cleland Llp
Address
861 PARKVIEW DR N SUITE 200, EL SEGUNDO, CA 90245
Preparer
Steve Cleland
Phone
3104471234
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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/QuidProQuoContributionsInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0842968
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0925589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0804699
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0829822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0856672
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0672993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04089775
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0856707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0687602
IRS990ScheduleA/Total509Grp/TotalAmt04107269
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0829822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0856707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0687602
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04107269
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt09149
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011918
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042839
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13660
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3300
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PARTICIPANT RETAINER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSIT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHANNON HAHN AND CHAD HAHN ARE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. A DRAFT OF THE FORM 990 WILL BE SENT TO ALL THE BOARD MEMBERS VIA EMAIL. BOARD MEMBERS CAN THEN ASK OR MAKE QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS. ONCE THE BOARD HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, ALL OF THE QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS SET FORTH BY THE BOARD SHOULD BE DOCUMENTED, ALONG WITH ANY RESPONSES FROM THE PREPARER OF THE FORM 990, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION SENDS OUT A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE BOARD OF DIRECTORS REVIEW AND DISCUSS WHETHER OR NOT THERE IS CONFLICT OF INTEREST ON CASE BY CASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ANNUALLY REVIEW COMPENSATION FOR ALL EMPLOYEES USING REVIEW OF INDUSTRY AND COMPARABILITY DATA. THE BOARD OF DIRECTORS MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROCEDURES - PUBLIC INSPECTION OF DOCUMENTS THE FOLLOWING ORGANIZATIONAL DOCUMENTS OF THE ORGANIZATION WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: -TAX EXEMPTION APPLICATION (FORM 1023) -INTERNAL REVENUE SERVICE DETERMINATION LETTER -ARTICLES OF INCORPORATION -BY-LAWS THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990, FROM THE PREVIOUS THREE YEARS (AT A MINIMUM), WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE AND WILL ALSO BE POSTED AT WWW.GUIDESTAR.ORG. THE PUBLIC INSPECTION COPY OF THE FORM 990 WILL NOT INCLUDE THE SCHEDULE A EXCESS CONTRIBUTORS OR THE SCHEDULE B NAMES AND ADDRESSES OF CONTRIBUTORS. THE ORGANIZATION WILL MAKE BEST EFFORTS TO ENSURE THAT THE FORMS 990 HELD AT THEIR MAIN OFFICE ARE THE MOST UPDATED VERSIONS OF SUCH. FOR EXAMPLE, IN THE INSTANCE WHERE A FORM 990 HAS BEEN AMENDED, THE AMENDED VERSION OF THE FORM 990 SHOULD BE THE ONE AVAILABLE FOR PUBLIC INSPECTION. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0568789
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IRS990/TotalLiabilitiesEOYAmt060801
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/CityNm0EL SEGUNDO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090245
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0WWW.LEVELUPSOLUTIONS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON HAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OPERATIONS DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03106481787
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEVEL UP SOLUTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0LEVE
ReturnHeader/Filer/EIN0473406976
ReturnHeader/Filer/PhoneNum03106481787
ReturnHeader/Filer/USAddress/AddressLine1Txt01303 E WALNUT AVE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562306396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEACH FREEMAN LIM & CLELAND LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 PARKVIEW DR N SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL SEGUNDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090245
ReturnHeader/PreparerPersonGrp/PhoneNum03104471234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE CLELAND
ReturnHeader/ReturnTs02021-09-07T17:05:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAHN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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