Civic Intelligence

Secure Benefit Services Inc

990 • Fiscal year 2019 • EIN 02-0616337

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization Profilewww.securebenefitservices.org

View Organization Page

PO Box 60Saint Petersburg, FL 33731

(727) 824-9912

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.00x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

4.57x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

24th percentile

-7.3%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

81st percentile

$137,800

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-18%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$1,975,936

Up $157,977 (+8.7%) from 2018

Net Assets

Down

$7,136

Down $31,574 (-82%) from 2018

Liabilities

Up

$1,968,800

Up $189,551 (+11%) from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin24th percentile

Revenue

Down

$430,983

Down $94,979 (-18%) from 2018

Expenses

Down

$462,557

Down $31,242 (-6.3%) from 2018

Net Income

Down

-$31,574

Down $63,737 (-198%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $429,532Liabilities 2010: $427,984Net Assets 2010: $1,5482010Assets 2011: $573,695Liabilities 2011: $565,008Net Assets 2011: $8,6872011Assets 2012: $820,917Liabilities 2012: $817,887Net Assets 2012: $3,0302012Assets 2013: $1,100,224Liabilities 2013: $1,090,790Net Assets 2013: $9,4342013Assets 2014: $1,333,694Liabilities 2014: $1,312,150Net Assets 2014: $21,5442014Assets 2015: $2,443,877Liabilities 2015: $2,435,133Net Assets 2015: $8,7442015Assets 2016: $1,728,949Liabilities 2016: $1,692,936Net Assets 2016: $36,0132016Assets 2017: $2,030,550Liabilities 2017: $2,024,003Net Assets 2017: $6,5472017Assets 2018: $1,817,959Liabilities 2018: $1,779,249Net Assets 2018: $38,7102018Assets 2019: $1,975,936Liabilities 2019: $1,968,800Net Assets 2019: $7,1362019Assets 2020: $3,174,302Liabilities 2020: $3,151,478Net Assets 2020: $22,8242020Assets 2021: $3,124,100Liabilities 2021: $3,117,105Net Assets 2021: $6,9952021Assets 2022: $3,155,548Liabilities 2022: $3,139,096Net Assets 2022: $16,4522022Assets 2023: $2,793,295Liabilities 2023: $2,737,009Net Assets 2023: $56,2862023Assets 2024: $2,146,921Liabilities 2024: $2,105,583Net Assets 2024: $41,3382024Assets 2025: $2,475,845Liabilities 2025: $2,433,502Net Assets 2025: $42,3432025

Highlighted filing

2019

Assets$1,975,936
Liabilities$1,968,800
Net Assets$7,136
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $133,964Expenses 2010: $130,215Net Income 2010: $3,7492010Revenue 2011: $171,323Expenses 2011: $164,184Net Income 2011: $7,1392011Revenue 2012: $173,888Expenses 2012: $179,545Net Income 2012: -$5,6572012Revenue 2013: $273,158Expenses 2013: $266,754Net Income 2013: $6,4042013Revenue 2014: $392,770Expenses 2014: $380,660Net Income 2014: $12,1102014Revenue 2015: $370,043Expenses 2015: $382,843Net Income 2015: -$12,8002015Revenue 2016: $479,384Expenses 2016: $452,115Net Income 2016: $27,2692016Revenue 2017: $437,876Expenses 2017: $467,342Net Income 2017: -$29,4662017Revenue 2018: $525,962Expenses 2018: $493,799Net Income 2018: $32,1632018Revenue 2019: $430,983Expenses 2019: $462,557Net Income 2019: -$31,5742019Revenue 2020: $407,806Expenses 2020: $392,118Net Income 2020: $15,6882020Revenue 2021: $465,106Expenses 2021: $480,935Net Income 2021: -$15,8292021Revenue 2022: $585,739Expenses 2022: $576,282Net Income 2022: $9,4572022Revenue 2023: $612,926Expenses 2023: $573,092Net Income 2023: $39,8342023Revenue 2024: $561,901Expenses 2024: $576,849Net Income 2024: -$14,9482024Revenue 2025: $580,149Expenses 2025: $579,144Net Income 2025: $1,0052025

Highlighted filing

2019

Revenue$430,983
Expenses$462,557
Net Income-$31,574
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.1
Gross Receipts
$430,983
Mission and Program Overview

Mission

To provide bill paying and cash management services to individuals on social security who are indigent and/or incapacited.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,816,376$1,974,353▲ $157,977
Prepaid Expenses and Deferred Charges$1,583$1,583→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,817,959$1,975,936▲ $157,977
Liabilities
Escrow Account Liability$1,779,249$1,968,800▲ $189,551
Total Liabilities$1,779,249$1,968,800▲ $189,551
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,710$7,136▼ $31,574
Total Net Assets Fund Balance$38,710$7,136▼ $31,574
Total Liabilities and Net Assets / Fund Balance$1,817,959$1,975,936▲ $157,977

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,876$2,876
Land$0--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael HigbeePresident/SecretaryFT$137,800$137,800

Board Members and Trustees

NameTitle
Andrew HigbeeVice President
Paul MontgomeryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$430,983
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-31,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$317,782
Other Expenses$144,775
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,375$129,375$0$143,750
Current Officers, Directors, Trustees, and Key Employees$6,890$130,910$0$137,800
Occupancy$57,953$0$0$57,953
Payroll Taxes$3,192$18,087$0$21,279
Pension Plan Contributions$2,243$12,710$0$14,953
All Other Expenses$250$7,585$0$7,835
Fees for Services Other$0$6,947$0$6,947
Other Expenses$4,321$0$0$4,321
Insurance$0$4,220$0$4,220
Fees for Services Accounting$0$4,100$0$4,100
Travel$0$2,816$0$2,816
Fees for Services Management$0$2,650$0$2,650
Total Functional Expenses$142,157$320,400$0$462,557
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
Michelle HigbeeDaughter of PresSalaryNo$40,456
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Secure Benefit Services Inc
EIN
02-0616337
Phone
7278249912
Address
PO Box 60, Saint Petersburg, FL 33731

Signing Officer

Name
Michael Higbee
Title
President
Phone
7278249912
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Higbee
Formed
2007
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
1
Employees
8
Volunteers
0

Preparer

Firm
Ellen Fontana CPA LLC
Address
2451 Mcmullen Booth Road 309, Clearwater, FL 33759
Preparer
Ellen Fontana
Phone
7274310354
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“President and Vice President are brothers.”

Pt VI, Line 7A

“Michael Higbee is President and can elect other members”

Pt VI, Line 7A

“of the governing Board.”

Pt VI, Line 11B

“Form 990 is reviewed by the President of the Board and”

Pt VI, Line 11B

“the Organization's CPA.”

Pt VI, Line 12C

“Any conflict of interest issues are enforced if needed”

Pt VI, Line 12C

“at time of disclosure.”

Pt VI, Line 19

“Governing documents, conflict of interest policy, and”

Pt VI, Line 19

“financial statements are available upon request.”

Financial Statement Notes

Pt IV, Line 2B

“The Organization receives social security checks for”

Pt IV, Line 2B

“individuals that are incapacitated and/or indigent and”

Pt IV, Line 2B

“pays their living expenses.”

Raw XML Appendix386 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization receives social security checks for
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1individuals that are incapacitated and/or indigent and
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2pays their living expenses.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt IV, Line 2b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Michelle Higbee
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Daughter of Pres
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt040456
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Salary
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0President and Vice President are brothers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Michael Higbee is President and can elect other members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2of the governing Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is reviewed by the President of the Board and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4the Organization's CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Any conflict of interest issues are enforced if needed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6at time of disclosure.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Governing documents, conflict of interest policy, and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01817959
IRS990/TotalAssetsEOYAmt01975936
IRS990/TotalAssetsGrp/BOYAmt01817959
IRS990/TotalAssetsGrp/EOYAmt01975936
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0320400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142157
IRS990/TotalFunctionalExpensesGrp/TotalAmt0462557
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01779249
IRS990/TotalLiabilitiesEOYAmt01968800
IRS990/TotalLiabilitiesGrp/BOYAmt01779249
IRS990/TotalLiabilitiesGrp/EOYAmt01968800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038710
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07136
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0142157
IRS990/TotalProgramServiceRevenueAmt0430983
IRS990/TotalReportableCompFromOrgAmt0137800
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0430983
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0430983
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01817959
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01975936
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02816
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt02816
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 60
IRS990/USAddress/CityNm0St Petersburg
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033731
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0www.securebenefitservices.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Higbee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07278249912
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Secure Benefit Services Inc
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0020616337
ReturnHeader/Filer/PhoneNum07278249912
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 60
ReturnHeader/Filer/USAddress/CityNm0Saint Petersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033731
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId061A3E5492C278DD356D4202897EBFB2D2333ED0C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId061A3E5492C278DD356D4202897EBFB2D2333ED0C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.144.31.186
ReturnHeader/FilingSecurityInformation/IPDt02020-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:01:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ellen Fontana CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Mcmullen Booth Road 309
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clearwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033759
ReturnHeader/PreparerPersonGrp/PhoneNum07274310354
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellen Fontana
ReturnHeader/ReturnTs02020-10-08T06:01:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,975,936
Liabilities
$1,968,800
Net assets
$7,136
Revenue
$430,983
Expenses
$462,557
Net income
-$31,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.48$2.43$0.04$0.58$0.58$0.00
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$2.11$0.04$0.56$0.58$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.79$2.74$0.06$0.61$0.57$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.16$3.14$0.02$0.59$0.58$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.12$3.12$0.01$0.47$0.48$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.17$3.15$0.02$0.41$0.39$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.98$1.97$0.01$0.43$0.46$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.82$1.78$0.04$0.53$0.49$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.03$2.02$0.01$0.44$0.47$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.73$1.69$0.04$0.48$0.45$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.44$2.44$0.01$0.37$0.38$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.33$1.31$0.02$0.39$0.38$0.01
2013Summary only. Only limited summary data is available for this year.$1.10$1.09$0.01$0.27$0.27$0.01
2012Summary only. Only limited summary data is available for this year.$0.82$0.82$0.00$0.17$0.18$0.01
2011Summary only. Only limited summary data is available for this year.$0.57$0.57$0.01$0.17$0.16$0.01
2010Summary only. Only limited summary data is available for this year.$0.43$0.43$0.00$0.13$0.13$0.00