Civic Intelligence

Equality Payee Services Inc

990EZ • Fiscal year 2021 • EIN 26-1195421

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 07, 2022

Organization ProfileN/A
12605 W North Ave 307Brookfield, WI 53005

(414) 375-4760

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

68th percentile

20%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

6.0%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$206,914

Up $22,573 (+12%) from 2020

Net Assets

Up

$206,914

Up $22,573 (+12%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$113,935

Up $6,433 (+6.0%) from 2020

Expenses

Up

$91,362

Up $2,945 (+3.3%) from 2020

Net Income

Up

$22,573

Up $3,488 (+18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2010: $214,092Liabilities 2010: $18,973Net Assets 2010: $195,1192010Assets 2012: $61,918Liabilities 2012: $0Net Assets 2012: $61,9182012Assets 2013: $66,539Liabilities 2013: $0Net Assets 2013: $66,5392013Assets 2014: $79,725Liabilities 2014: $0Net Assets 2014: $79,7252014Assets 2015: $100,767Liabilities 2015: $0Net Assets 2015: $100,7672015Assets 2016: $95,094Liabilities 2016: $0Net Assets 2016: $95,0942016Assets 2017: $110,575Liabilities 2017: $0Net Assets 2017: $110,5752017Assets 2018: $138,708Net Assets 2018: $138,7082018Assets 2019: $165,256Net Assets 2019: $165,2562019Assets 2020: $184,341Net Assets 2020: $184,3412020Assets 2021: $206,914Net Assets 2021: $206,9142021Assets 2022: $214,945Net Assets 2022: $214,9452022Assets 2023: $262,087Net Assets 2023: $262,0872023Assets 2024: $333,792Net Assets 2024: $333,7922024

Highlighted filing

2021

Assets$206,914
Liabilities-
Net Assets$206,914
Open 2021 Filing

Operations Trend

Revenue Growth60th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $594,5992010Expenses 2012: $80,1992012Revenue 2013: $40,161Expenses 2013: $35,540Net Income 2013: $4,6212013Revenue 2014: $61,162Expenses 2014: $47,976Net Income 2014: $13,1862014Revenue 2015: $68,415Expenses 2015: $47,372Net Income 2015: $21,0432015Revenue 2016: $56,196Expenses 2016: $61,870Net Income 2016: -$5,6742016Revenue 2017: $64,850Expenses 2017: $49,368Net Income 2017: $15,4822017Revenue 2018: $80,958Expenses 2018: $52,825Net Income 2018: $28,1332018Revenue 2019: $114,431Expenses 2019: $87,883Net Income 2019: $26,5482019Revenue 2020: $107,502Expenses 2020: $88,417Net Income 2020: $19,0852020Revenue 2021: $113,935Expenses 2021: $91,362Net Income 2021: $22,5732021Revenue 2022: $127,527Expenses 2022: $119,496Net Income 2022: $8,0312022Revenue 2023: $150,577Expenses 2023: $103,435Net Income 2023: $47,1422023Revenue 2024: $175,980Expenses 2024: $104,275Net Income 2024: $71,7052024

Highlighted filing

2021

Revenue$113,935
Expenses$91,362
Net Income$22,573
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 7, 2022
Return Version
2021v4.0
Gross Receipts
$113,935
Mission and Program Overview

Mission

Assist disabled with financial management

Program Services

DescriptionGrantsExpenses
Provide professional representative payee services to people with disabilities, helping manage social security benefits, overcoming financial obstacles, and managing finances.$86,342-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda KimbroDirectorFT$0--
Diane LarsonDirectorFT$0--
Filing and Contact Details

Filer

Filer Name
Equality Payee Services Inc
EIN
26-1195421
Phone
4143754760
Address
12605 W North Ave 307, Brookfield, WI 53005

Signing Officer

Name
Amanda Kimbro
Title
President
Signed
2022-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Ldj CPA Inc
Address
N54W16652 Ravenwood Dr, Menomonee Falls, WI 53051
Preparer
Linda D Johnson
Phone
2622275343
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $1800”

Other Expenses.1

“Client Expense $7526”

Other Expenses.2

“Bank Charges $2016”

Other Expenses.3

“Licenses and Fees $20”

Other Assets.1009

“Notes and Loans Receivable - Beginning $10870 Notes and Loans Receivable - Ending $12540”

Raw XML Appendix113 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Amanda Kimbro
IRS990EZ/BooksInCareOfDetail/PhoneNum04143754760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 302
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jefferson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0173471
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0194374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022573
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt080000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184341
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0206914
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0113935
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0206914
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184341
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0206914
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Kimbro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Diane Larson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010870
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012540
IRS990EZ/OtherExpensesTotalAmt011362
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist disabled with financial management
IRS990EZ/ProgramServiceRevenueAmt0113935
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide professional representative payee services to people with disabilities, helping manage social security benefits, overcoming financial obstacles, and managing finances.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt086342
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt091362
IRS990EZ/TotalProgramServiceExpensesAmt086342
IRS990EZ/TotalRevenueAmt0113935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Client Expense $7526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges $2016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Licenses and Fees $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Notes and Loans Receivable - Beginning $10870 Notes and Loans Receivable - Ending $12540
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1009
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Kimbro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Equality Payee Services Inc
ReturnHeader/Filer/BusinessNameControlTxt0EQUA
ReturnHeader/Filer/EIN0261195421
ReturnHeader/Filer/PhoneNum04143754760
ReturnHeader/Filer/USAddress/AddressLine1Txt012605 W North Ave 307
ReturnHeader/Filer/USAddress/CityNm0Brookfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204123309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LDJ CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N54W16652 Ravenwood Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menomonee Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02622275343
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda D Johnson
ReturnHeader/ReturnTs02022-03-07T08:03:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kimbro
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,914
Liabilities
-
Net assets
$206,914
Revenue
$113,935
Expenses
$91,362
Net income
$22,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$3.34$1.76$1.04$0.72
2023Detailed filing. Detailed filing data is available for this year.$2.62$2.62$1.51$1.03$0.47
2022Detailed filing. Detailed filing data is available for this year.$2.15$2.15$1.28$1.19$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.07$2.07$1.14$0.91$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.08$0.88$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.65$1.65$1.14$0.88$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.81$0.53$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.65$0.49$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.56$0.62$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.68$0.47$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.61$0.48$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.40$0.36$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.19$1.95$5.95