Civic Intelligence

Sheldon Museum & Cultural Center Inc

990 • Fiscal year 2020 • EIN 92-0134317

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

PO Box 269Haines, AK 99827

(907) 766-2366

Siviq Scores

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

Liabilities / Assets

78th percentile

0.15x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.16x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$97,554

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

46%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

75th percentile

14%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Up

$483,934

Up $151,591 (+46%) from 2019

Net Assets

Up

$413,607

Up $125,150 (+43%) from 2019

Liabilities

Up

$70,327

Up $26,441 (+60%) from 2019

Revenue

Up

$445,127

Up $52,950 (+14%) from 2019

Expenses

Down

$324,343

Down $38,846 (-11%) from 2019

Net Income

Up

$120,784

Up $91,796 (+317%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,388,437Liabilities 2011: $26,728Net Assets 2011: $3,361,7092011Assets 2012: $3,402,582Liabilities 2012: $24,562Net Assets 2012: $3,378,0202012Assets 2013: $3,421,709Liabilities 2013: $31,035Net Assets 2013: $3,390,6742013Assets 2014: $3,402,550Liabilities 2014: $19,321Net Assets 2014: $3,383,2292014Assets 2015: $3,437,496Liabilities 2015: $30,353Net Assets 2015: $3,407,1432015Assets 2016: $3,259,426Liabilities 2016: $63,862Net Assets 2016: $3,195,5642016Assets 2017: $96,589Liabilities 2017: $50,743Net Assets 2017: $45,8462017Assets 2018: $292,612Liabilities 2018: $35,291Net Assets 2018: $257,3212018Assets 2019: $332,343Liabilities 2019: $43,886Net Assets 2019: $288,4572019Assets 2020: $483,934Liabilities 2020: $70,327Net Assets 2020: $413,6072020Assets 2021: $557,236Liabilities 2021: $2,801Net Assets 2021: $554,4352021Assets 2022: $463,236Liabilities 2022: $9,626Net Assets 2022: $453,6102022

Highlighted filing

2020

Assets$483,934
Liabilities$70,327
Net Assets$413,607

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $349,302Expenses 2011: $293,611Net Income 2011: $55,6912011Revenue 2012: $290,813Expenses 2012: $274,502Net Income 2012: $16,3112012Revenue 2013: $281,193Expenses 2013: $268,539Net Income 2013: $12,6542013Revenue 2014: $323,889Expenses 2014: $330,967Net Income 2014: -$7,0782014Revenue 2015: $328,783Expenses 2015: $304,365Net Income 2015: $24,4182015Revenue 2016: $348,995Expenses 2016: $560,574Net Income 2016: -$211,5792016Revenue 2017: $324,741Expenses 2017: $335,789Net Income 2017: -$11,0482017Revenue 2018: $348,825Expenses 2018: $339,193Net Income 2018: $9,6322018Revenue 2019: $392,177Expenses 2019: $363,189Net Income 2019: $28,9882019Revenue 2020: $445,127Expenses 2020: $324,343Net Income 2020: $120,7842020Revenue 2021: $301,473Expenses 2021: $208,395Net Income 2021: $93,0782021Revenue 2022: $141,002Expenses 2022: $206,568Net Income 2022: -$65,5662022

Highlighted filing

2020

Revenue$445,127
Expenses$324,343
Net Income$120,784
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.0
Gross Receipts
$447,697
Mission and Program Overview

Mission

The sheldon museum, an educational institution which is a component of the haines borough located in the state of alaska, is committed to collecting, preserving and interpreting the history, art, and unique blending of diverse cultures within the chilkat valley region.

To collect, preserve and interpret the history and art of the chilkat valley region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$160,813$297,058▲ $136,245
Cash and Non-Interest-Bearing Accounts$42,252$68,549▲ $26,297
Savings and Temporary Cash Investments$57,847$49,619▼ $8,228
Land, Buildings, and Equipment, Net$38,111$39,193▲ $1,082
Inventories for Sale or Use$26,804$23,871▼ $2,933
Pledges and Grants Receivable$6,516$5,644▼ $872
Total Assets$332,343$483,934▲ $151,591
Liabilities
Accounts Payable and Accrued Expenses$35,099$40,567▲ $5,468
Deferred Revenue$8,787$29,760▲ $20,973
Total Liabilities$43,886$70,327▲ $26,441
Net Assets / Fund Balance
Net Assets With Donor Restrictions$288,457$350,944▲ $62,487
Net Assets Without Donor Restrictions-$62,663-
Total Net Assets Fund Balance$288,457$413,607▲ $125,150
Total Liabilities and Net Assets / Fund Balance$332,343$483,934▲ $151,591

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$39,193$127,350$166,543
Other Securities$297,058--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$184,537$100,000▲ $24,633$12,112$297,058
2018$191,090-▲ $3,002$9,555$184,537
2017$135,704---$191,090
2016$135,704$55,386--$135,704
2015$135,704---$135,704
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Helen AltenMuseum DirecFT$65,582$31,972$97,554

Board Members and Trustees

NameTitle
Kelleen AdamsPresident
Lorrie DudzikSecretary
John CarlsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$360,931
Program Service Revenue
$40,759
Investment Income
$35,699
Other Revenue
$7,738
All Other Contributions
$141,116
Change in Net Assets
$120,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$226,962
Other Expenses$97,381
Total Fundraising Expense$4,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,541$60,669$3,872$129,082
Current Officers, Directors, Trustees, and Key Employees$47,219$47,219-$94,438
Occupancy$11,092$10,427$666$22,185
Office Expenses$4,492$4,212$270$8,974
Depreciation Depletion$8,421--$8,421
Travel$4,531--$4,531
Advertising$4,062--$4,062
Other Employee Benefits$1,721$1,618$103$3,442
Fees for Services Legal-$2,145-$2,145
Fees for Service Investment Mgmnt Fees-$2,021-$2,021
Other Expenses$1,575--$1,575
Fees for Services Accounting-$1,332-$1,332
Information Technology$245$245-$490
Insurance$409--$409
Total Functional Expenses$189,544$129,888$4,911$324,343
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,516
Fundraising Direct Expenses$2,570
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director and bookkeeper review information related to form 990 prior to its completion and submission to the irs.

Form 990, Page 6, Part VI, Line 12C

The officers and directors, with the guidance of the haines borough monitor for compliance.

Form 990, Page 6, Part VI, Line 19

The organization's 990 & 1023 forms, financial statements and governing policies are made available to the public at the front desk.

Filing and Contact Details

Filer

Filer Name
Sheldon Museum & Cultural
EIN
92-0134317
Phone
9077662366
Address
PO BOX 269, HAINES, AK 99827

Signing Officer

Name
Kelleen Adams
Title
President
Phone
9077662366
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelleen Adams
Formed
1990
Legal Domicile
Ak
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Elgee Rehfeld LLC
Address
9309 GLACIER HWY STE B200, JUNEAU, AK 99801-9300
Preparer
Janelle Anderson
Phone
9077893178
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The sheldon museum, an educational institution which is a component of the haines borough located in the state of alaska, is committed to collecting, preserving and interpreting the history, art, and unique blending of diverse cultures within the chilkat valley region.

Form 990, Page 2, Part III, Line 4A

The sheldon museum is an integral part of the haines alaska community. Our institution has reduced visitor access this year (10291 site visits) due to covid-19. Exhibit galleries are upstairs, research archives and staff offices are downstairs, and the entrance and gift store are on the mezzanine level between them. The large main gallery exhibits, which change every three years, incorporate art, historical objects, photographs, maps, and interactives. The current exhibit "everything from afar drifts ashore" focuses on 1850 to 1910 in the chilkat valley when it transitioned from an all-native area to a mixed population. Each year numerous smaller temporary exhibits include traveling history and art shows, as well as guest curated exhibits and six week solo or duo juried exhibitions by local artists. A children's interactive gallery features early life in the chilkat valley and educational activities. 263 school children visited the museum with their class this year. Other activities preserving and presenting the history of the chilkat valley are supported. The impact of the covid 19 pandemic on museum patronage, attendance and admissions income was significant in fy20: after the mid-march, 2020 covid closure. We estimate fy20 missing admissions totalling about 30,000 in comparison to fy19.

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

The collection's 4,499 objects include tlingit regalia, some of which is clan trust property for both the chilkoot and the chilkat tribes (such as the mid-18th century murrelet hat), intricate spruce root baskets, ravenstail robe weavings, tlingit carving (large and small), traditional native fishing implements and native-made tourist items from the early 1900s. The museum holds several examples of the chilkat blanket, including many pieces by our last master weaver, jennie thlunaut of klukwan, as well as native weavers maria ackerman miller, daisy phillips, and june smineoff pardue. In addition, the museum recently acquired a large collection from alaska indian arts, a key player in the alaska arts resurgence in the mid and 20th century. The creation of a presbyterian mission in 1881, followed by schools and an orphanage, as well as the growth of early and current industries of tourism, fishing, logging, gold mining, hunting and agriculture are documented in the objects and in 3,465 archival papers and 2,715 historic books about the region. These include letters to a local madam, scrapbooks and teacher's logs from the schools, ships logs, census records, and the first published tourism book, by scidmore, about alaska. Dating from the 1880s to the present, our 11,253 photographs capture people, places and events throughout the history of the area. Many are key-worded and identified and available for searching via our cataloging program. They include rare interior shots of the klukwan whale house, haines house (the early school and orphanage), as well as our early and current industries of fishing, mining, logging, hunting and agriculture. Several hundred oral histories of early haines residents have been recorded and transcribed and are available for research. These include oral histories of the eldred rock lighthouse keepers, original pioneers of the region, and native elders. Films and videos record subsistence, still an important part ofalaskan's yearly life cycle. Eulachon "saak" fishing and creation of the eulachon "saak" oil, the essential trade item from this area, are part of our film archives. Culture bearers continue to contribute rare documentation - oral histories and films - of tlingit traditions. Our collection includes interviews with louis shotridge, the first native anthropologist and curator at the university of pennsylvania museum and austin hammond, head of the raven house.

Schedule D, Page 2, Part V, Line 4

The endowment is establised to be a permanent source of income for the museum.

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IRS990/Desc0THE SHELDON MUSEUM IS AN INTEGRAL PART OF THE HAINES ALASKA COMMUNITY. OUR INSTITUTION HAS REDUCED VISITOR ACCESS THIS YEAR (10291 SITE VISITS) DUE TO COVID-19. EXHIBIT GALLERIES ARE UPSTAIRS, RESEARCH ARCHIVES AND STAFF OFFICES ARE DOWNSTAIRS, AND THE ENTRANCE AND GIFT STORE ARE ON THE MEZZANINE LEVEL BETWEEN THEM. THE LARGE MAIN GALLERY EXHIBITS, WHICH CHANGE EVERY THREE YEARS, INCORPORATE ART, HISTORICAL OBJECTS, PHOTOGRAPHS, MAPS, AND INTERACTIVES. THE CURRENT EXHIBIT "EVERYTHING FROM AFAR DRIFTS ASHORE" FOCUSES ON 1850 TO 1910 IN THE CHILKAT VALLEY WHEN IT TRANSITIONED FROM AN ALL-NATIVE AREA TO A MIXED POPULATION. EACH YEAR NUMEROUS SMALLER TEMPORARY EXHIBITS INCLUDE TRAVELING HISTORY AND ART SHOWS, AS WELL AS GUEST CURATED EXHIBITS AND SIX WEEK SOLO OR DUO JURIED EXHIBITIONS BY LOCAL ARTISTS. A CHILDREN'S INTERACTIVE GALLERY FEATURES EARLY LIFE IN THE CHILKAT VALLEY AND EDUCATIONAL ACTIVITIES. 263 SCHOOL CHILDREN VISITED THE MUSEUM WITH THEIR CLASS THIS YEAR. OTHER ACTIVITIES PRESERVING AND PRESENTING THE HISTORY OF THE CHILKAT VALLEY ARE SUPPORTED. THE IMPACT OF THE COVID 19 PANDEMIC ON MUSEUM PATRONAGE, ATTENDANCE AND ADMISSIONS INCOME WAS SIGNIFICANT IN FY20: AFTER THE MID-MARCH, 2020 COVID CLOSURE. WE ESTIMATE FY20 MISSING ADMISSIONS TOTALLING ABOUT 30,000 IN COMPARISON TO FY19.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COLLECTION'S 4,499 OBJECTS INCLUDE TLINGIT REGALIA, SOME OF WHICH IS CLAN TRUST PROPERTY FOR BOTH THE CHILKOOT AND THE CHILKAT TRIBES (SUCH AS THE MID-18TH CENTURY MURRELET HAT), INTRICATE SPRUCE ROOT BASKETS, RAVENSTAIL ROBE WEAVINGS, TLINGIT CARVING (LARGE AND SMALL), TRADITIONAL NATIVE FISHING IMPLEMENTS AND NATIVE-MADE TOURIST ITEMS FROM THE EARLY 1900S. THE MUSEUM HOLDS SEVERAL EXAMPLES OF THE CHILKAT BLANKET, INCLUDING MANY PIECES BY OUR LAST MASTER WEAVER, JENNIE THLUNAUT OF KLUKWAN, AS WELL AS NATIVE WEAVERS MARIA ACKERMAN MILLER, DAISY PHILLIPS, AND JUNE SMINEOFF PARDUE. IN ADDITION, THE MUSEUM RECENTLY ACQUIRED A LARGE COLLECTION FROM ALASKA INDIAN ARTS, A KEY PLAYER IN THE ALASKA ARTS RESURGENCE IN THE MID AND 20TH CENTURY. THE CREATION OF A PRESBYTERIAN MISSION IN 1881, FOLLOWED BY SCHOOLS AND AN ORPHANAGE, AS WELL AS THE GROWTH OF EARLY AND CURRENT INDUSTRIES OF TOURISM, FISHING, LOGGING, GOLD MINING, HUNTING AND AGRICULTURE ARE DOCUMENTED IN THE OBJECTS AND IN 3,465 ARCHIVAL PAPERS AND 2,715 HISTORIC BOOKS ABOUT THE REGION. THESE INCLUDE LETTERS TO A LOCAL MADAM, SCRAPBOOKS AND TEACHER'S LOGS FROM THE SCHOOLS, SHIPS LOGS, CENSUS RECORDS, AND THE FIRST PUBLISHED TOURISM BOOK, BY SCIDMORE, ABOUT ALASKA. DATING FROM THE 1880S TO THE PRESENT, OUR 11,253 PHOTOGRAPHS CAPTURE PEOPLE, PLACES AND EVENTS THROUGHOUT THE HISTORY OF THE AREA. MANY ARE KEY-WORDED AND IDENTIFIED AND AVAILABLE FOR SEARCHING VIA OUR CATALOGING PROGRAM. THEY INCLUDE RARE INTERIOR SHOTS OF THE KLUKWAN WHALE HOUSE, HAINES HOUSE (THE EARLY SCHOOL AND ORPHANAGE), AS WELL AS OUR EARLY AND CURRENT INDUSTRIES OF FISHING, MINING, LOGGING, HUNTING AND AGRICULTURE. SEVERAL HUNDRED ORAL HISTORIES OF EARLY HAINES RESIDENTS HAVE BEEN RECORDED AND TRANSCRIBED AND ARE AVAILABLE FOR RESEARCH. THESE INCLUDE ORAL HISTORIES OF THE ELDRED ROCK LIGHTHOUSE KEEPERS, ORIGINAL PIONEERS OF THE REGION, AND NATIVE ELDERS. FILMS AND VIDEOS RECORD SUBSISTENCE, STILL AN IMPORTANT PART OFALASKAN'S YEARLY LIFE CYCLE. EULACHON "SAAK" FISHING AND CREATION OF THE EULACHON "SAAK" OIL, THE ESSENTIAL TRADE ITEM FROM THIS AREA, ARE PART OF OUR FILM ARCHIVES. CULTURE BEARERS CONTINUE TO CONTRIBUTE RARE DOCUMENTATION - ORAL HISTORIES AND FILMS - OF TLINGIT TRADITIONS. OUR COLLECTION INCLUDES INTERVIEWS WITH LOUIS SHOTRIDGE, THE FIRST NATIVE ANTHROPOLOGIST AND CURATOR AT THE UNIVERSITY OF PENNSYLVANIA MUSEUM AND AUSTIN HAMMOND, HEAD OF THE RAVEN HOUSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ENDOWMENT IS ESTABLISED TO BE A PERMANENT SOURCE OF INCOME FOR THE MUSEUM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SHELDON MUSEUM, AN EDUCATIONAL INSTITUTION WHICH IS A COMPONENT OF THE HAINES BOROUGH LOCATED IN THE STATE OF ALASKA, IS COMMITTED TO COLLECTING, PRESERVING AND INTERPRETING THE HISTORY, ART, AND UNIQUE BLENDING OF DIVERSE CULTURES WITHIN THE CHILKAT VALLEY REGION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SHELDON MUSEUM IS AN INTEGRAL PART OF THE HAINES ALASKA COMMUNITY. OUR INSTITUTION HAS REDUCED VISITOR ACCESS THIS YEAR (10291 SITE VISITS) DUE TO COVID-19. EXHIBIT GALLERIES ARE UPSTAIRS, RESEARCH ARCHIVES AND STAFF OFFICES ARE DOWNSTAIRS, AND THE ENTRANCE AND GIFT STORE ARE ON THE MEZZANINE LEVEL BETWEEN THEM. THE LARGE MAIN GALLERY EXHIBITS, WHICH CHANGE EVERY THREE YEARS, INCORPORATE ART, HISTORICAL OBJECTS, PHOTOGRAPHS, MAPS, AND INTERACTIVES. THE CURRENT EXHIBIT "EVERYTHING FROM AFAR DRIFTS ASHORE" FOCUSES ON 1850 TO 1910 IN THE CHILKAT VALLEY WHEN IT TRANSITIONED FROM AN ALL-NATIVE AREA TO A MIXED POPULATION. EACH YEAR NUMEROUS SMALLER TEMPORARY EXHIBITS INCLUDE TRAVELING HISTORY AND ART SHOWS, AS WELL AS GUEST CURATED EXHIBITS AND SIX WEEK SOLO OR DUO JURIED EXHIBITIONS BY LOCAL ARTISTS. A CHILDREN'S INTERACTIVE GALLERY FEATURES EARLY LIFE IN THE CHILKAT VALLEY AND EDUCATIONAL ACTIVITIES. 263 SCHOOL CHILDREN VISITED THE MUSEUM WITH THEIR CLASS THIS YEAR. OTHER ACTIVITIES PRESERVING AND PRESENTING THE HISTORY OF THE CHILKAT VALLEY ARE SUPPORTED. THE IMPACT OF THE COVID 19 PANDEMIC ON MUSEUM PATRONAGE, ATTENDANCE AND ADMISSIONS INCOME WAS SIGNIFICANT IN FY20: AFTER THE MID-MARCH, 2020 COVID CLOSURE. WE ESTIMATE FY20 MISSING ADMISSIONS TOTALLING ABOUT 30,000 IN COMPARISON TO FY19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR AND BOOKKEEPER REVIEW INFORMATION RELATED TO FORM 990 PRIOR TO ITS COMPLETION AND SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OFFICERS AND DIRECTORS, WITH THE GUIDANCE OF THE HAINES BOROUGH MONITOR FOR COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S 990 & 1023 FORMS, FINANCIAL STATEMENTS AND GOVERNING POLICIES ARE MADE AVAILABLE TO THE PUBLIC AT THE FRONT DESK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JUNEAU
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-14

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