Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.35x
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
41st percentile
Higher net margin than 41% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 37.4% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$6,654
No earlier filing loaded for comparison.
Net Assets
$4,327
No earlier filing loaded for comparison.
Liabilities
$2,327
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$94,147
No earlier filing loaded for comparison.
Expenses
$94,161
No earlier filing loaded for comparison.
Net Income
-$14
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Oct 14, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $94,147
Mission and Program Overview
Mission
Our mission is to provide quality Representative Payee Services for individuals that need assistance with their finances. We pride ourselves in creating a partnership with our clients by creating a budget that meets each persons individual needs.
Representative Payee Services
Program Services
| Description | Grants | Expenses |
|---|---|---|
| We provide Representative Payee services to individuals who receive SSI and SSD benefits who are not able to receive those benefits unless they have a representative payee | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Mark M Owens | Director | FT | $33,008 | $2,157 | $35,165 |
Filing and Contact Details
Filer
- EIN
- 26-2664789
Signing Officer
- Name
- Mark M Owens
- Title
- Director
- Phone
- 3202147000
- Signed
- 2014-10-14
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Christina K Owens
- Phone
- 3202313880
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description AmountDepreciation from 4562 682Advertising 14Bank Fees 4,490Bonding/Insurance 6,965Directors Meals and Meetings 2,370Director Mileage Fuel Expense 4,162Office Supplies 3,505Technology 371Payroll Taxes 4,931Internet Phone and Cellular 7,261Miscellaneous 55”
Description of other assets Part II line 24
“Category Beginning of Year End of YearOffice Equipment & Furniture 2,523 4,632AR 76 0”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearFederal Payroll Liabilities 472 2,208State Payroll Liabilities 160 119”
Raw XML Appendix127 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | Mark M Owens |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 0 | Benefit plan consists of Family Health Insurance |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 2157 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Mark M Owens |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3202147000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | PO Box 754 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Willmar |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | MN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 56201 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 2374 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 2022 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -14 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 635 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 4973 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 6654 |
| IRS990EZ/GrossReceiptsAmt | 0 | 94147 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 4341 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 4327 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 4341 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 4327 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 3083 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 50.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 33008 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 2157 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Mark M Owens |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2599 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4632 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 34806 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Representative Payee Services |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1150 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 94147 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | We provide Representative Payee services to individuals who receive SSI and SSD benefits who are not able to receive those benefits unless they have a representative payee |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 52330 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 632 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2327 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 94161 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 94147 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | Not for Prof |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 98960 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 70137 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 43161 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 27381 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 8103 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 247742 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 247742 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 98960 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 70137 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 43161 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 27381 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8103 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 247742 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 98960 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 70137 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 43161 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 27381 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 8103 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 247742 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountDepreciation from 4562 682Advertising 14Bank Fees 4,490Bonding/Insurance 6,965Directors Meals and Meetings 2,370Director Mileage Fuel Expense 4,162Office Supplies 3,505Technology 371Payroll Taxes 4,931Internet Phone and Cellular 7,261Miscellaneous 55 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Category Beginning of Year End of YearOffice Equipment & Furniture 2,523 4,632AR 76 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearFederal Payroll Liabilities 472 2,208State Payroll Liabilities 160 119 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Mark M Owens |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3202147000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Owens & Company |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OWEN |
| ReturnHeader/Filer/EIN | 0 | 262664789 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO Box 754 |
| ReturnHeader/Filer/USAddress/City | 0 | Willmar |
| ReturnHeader/Filer/USAddress/State | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 56201 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 411687187 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Quick Return Tax Service |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 222 3rd ST SW |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Willmar |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 56201 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3202313880 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-10-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Christina K Owens |
| ReturnHeader/ReturnTs | 0 | 2014-10-14T14:33:53-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $6,654
- Liabilities
- $2,327
- Net assets
- $4,327
- Revenue
- $94,147
- Expenses
- $94,161
- Net income
- -$14