Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.22x
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
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
$8,352
No earlier filing loaded for comparison.
Net Assets
$6,518
No earlier filing loaded for comparison.
Liabilities
$1,834
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$80,542
No earlier filing loaded for comparison.
Expenses
$73,318
No earlier filing loaded for comparison.
Net Income
$7,224
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Jan 30, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $80,542
Mission and Program Overview
Mission
The mission of j&j representative payees, inc is to provide management services for social security and ssi beneficiaries who are unable to do so for themselves. In addition to financial management, we will provide assistance to our clients in finding other benefit information (i.e. Food stamps, energy assistance, housing assistance) for which the client may be eligible and assisting them in applying for and receiving those benefits. We are committed to helping our clients meet thier current needs for day to day living and providing/finding them assistance they may require toward that end.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EXCLUSIVELY TO RECEIVE, ADMINISTER AND EXPEND FUNDS FOR CHARITABLE PURPOSES, WITHIN THE MEANING OF SECTION 501 (C) (3) OF THE FEDERAL INTERNAL REVENUE CODE, AND SPECIFICALLY TO BE A PAYEE FOR SOCIAL SECURITY AND/OR SSI BENEFICIARIES. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RACHELLE MONG | President | - | $54,000 | - | $54,000 |
| ERIN CHARBONNEAU | Vice-Preside | - | $0 | - | - |
| JILL GRASSMAN | Sec./Treasur | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- J & J Representative Payees Inc
- EIN
- 26-3177583
- Phone
- 5039304697
- Address
- 3760 MARKET ST NE, ROOM/SUITE 338, SALEM, OR 97301
Signing Officer
- Name
- Rachelle Mong
- Title
- President
- Phone
- 5039304697
- Signed
- 2015-01-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Georgette Hagerman CPA Pc
- Address
- 3264 LIBERTY RD S, SALEM, OR 97302
- Preparer
- Georgette Hagerman
- Phone
- 5035810932
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office 1,645 interest 128 insurance 2,190 auto expense 524 taxes & licenses 101 telephone 659 business meals 306 utilities 120 refunds 419 non-investment depreciation 1,414 total 7,506”
Form 990-ez, Part II, Line 24
“521 1,848 less accumulated depreciation 44 1,458 total 477 390”
Form 990-ez, Part II, Line 26
“Payroll taxes payable 0 1,834 loans from officers 1,909 0”
Form 990-ez, Part III
“The mission of j&j representative payees, inc is to provide management services for social security and ssi beneficiaries who are unable to do so for themselves. In addition to financial management, we will provide assistance to our clients in finding other benefit information (i.e. Food stamps, energy assistance, housing assistance) for which the client may be eligible and assisting them in applying for and receiving those benefits. We are committed to helping our clients meet thier current needs for day to day living and providing/finding them assistance they may require toward that end.”
Form 990-ez, Part III, Line 28
“Exclusively to receive, administer and expend funds for charitable purposes, within the meaning of section 501 (c) (3) of the federal internal revenue code, and specifically to be a payee for social security and/or ssi beneficiaries.”
Raw XML Appendix128 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | RACHELLE MONG |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5039304697 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3716 WATSON AVE NE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SALEM |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97305 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 726 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 7962 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7224 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2073 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 1203 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 8352 |
| IRS990EZ/GrossReceiptsAmt | 0 | 80542 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | -706 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 6518 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | -706 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 6518 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 54000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RACHELLE MONG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ERIN CHARBONNEAU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JILL GRASSMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE-PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SEC./TREASUR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 477 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 390 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7506 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE MISSION OF J&J REPRESENTATIVE PAYEES, INC IS TO PROVIDE MANAGEMENT SERVICES FOR SOCIAL SECURITY AND SSI BENEFICIARIES WHO ARE UNABLE TO DO SO FOR THEMSELVES. IN ADDITION TO FINANCIAL MANAGEMENT, WE WILL PROVIDE ASSISTANCE TO OUR CLIENTS IN FINDING OTHER BENEFIT INFORMATION (I.E. FOOD STAMPS, ENERGY ASSISTANCE, HOUSING ASSISTANCE) FOR WHICH THE CLIENT MAY BE ELIGIBLE AND ASSISTING THEM IN APPLYING FOR AND RECEIVING THOSE BENEFITS. WE ARE COMMITTED TO HELPING OUR CLIENTS MEET THIER CURRENT NEEDS FOR DAY TO DAY LIVING AND PROVIDING/FINDING THEM ASSISTANCE THEY MAY REQUIRE TOWARD THAT END. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3906 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 80542 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EXCLUSIVELY TO RECEIVE, ADMINISTER AND EXPEND FUNDS FOR CHARITABLE PURPOSES, WITHIN THE MEANING OF SECTION 501 (C) (3) OF THE FEDERAL INTERNAL REVENUE CODE, AND SPECIFICALLY TO BE A PAYEE FOR SOCIAL SECURITY AND/OR SSI BENEFICIARIES. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 59833 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OR |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1909 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1834 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 73318 |
| IRS990EZ/TotalRevenueAmt | 0 | 80542 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 80542 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 61993 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 142535 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 142535 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 80542 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 61993 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 142535 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 80542 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 61993 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 142535 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE 1,645 INTEREST 128 INSURANCE 2,190 AUTO EXPENSE 524 TAXES & LICENSES 101 TELEPHONE 659 BUSINESS MEALS 306 UTILITIES 120 REFUNDS 419 NON-INVESTMENT DEPRECIATION 1,414 TOTAL 7,506 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 521 1,848 LESS ACCUMULATED DEPRECIATION 44 1,458 TOTAL 477 390 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PAYROLL TAXES PAYABLE 0 1,834 LOANS FROM OFFICERS 1,909 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE MISSION OF J&J REPRESENTATIVE PAYEES, INC IS TO PROVIDE MANAGEMENT SERVICES FOR SOCIAL SECURITY AND SSI BENEFICIARIES WHO ARE UNABLE TO DO SO FOR THEMSELVES. IN ADDITION TO FINANCIAL MANAGEMENT, WE WILL PROVIDE ASSISTANCE TO OUR CLIENTS IN FINDING OTHER BENEFIT INFORMATION (I.E. FOOD STAMPS, ENERGY ASSISTANCE, HOUSING ASSISTANCE) FOR WHICH THE CLIENT MAY BE ELIGIBLE AND ASSISTING THEM IN APPLYING FOR AND RECEIVING THOSE BENEFITS. WE ARE COMMITTED TO HELPING OUR CLIENTS MEET THIER CURRENT NEEDS FOR DAY TO DAY LIVING AND PROVIDING/FINDING THEM ASSISTANCE THEY MAY REQUIRE TOWARD THAT END. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | EXCLUSIVELY TO RECEIVE, ADMINISTER AND EXPEND FUNDS FOR CHARITABLE PURPOSES, WITHIN THE MEANING OF SECTION 501 (C) (3) OF THE FEDERAL INTERNAL REVENUE CODE, AND SPECIFICALLY TO BE A PAYEE FOR SOCIAL SECURITY AND/OR SSI BENEFICIARIES. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RACHELLE MONG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5039304697 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-01-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | J & J REPRESENTATIVE PAYEES INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | J&JR |
| ReturnHeader/Filer/EIN | 0 | 263177583 |
| ReturnHeader/Filer/PhoneNum | 0 | 5039304697 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3760 MARKET ST NE |
| ReturnHeader/Filer/USAddress/AddressLine2Txt | 0 | ROOM/SUITE 338 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SALEM |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97301 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 931090308 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GEORGETTE HAGERMAN CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3264 LIBERTY RD S |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALEM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97302 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5035810932 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-01-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEORGETTE HAGERMAN |
| ReturnHeader/ReturnTs | 0 | 2015-02-13T22:34:59-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $8,352
- Liabilities
- $1,834
- Net assets
- $6,518
- Revenue
- $80,542
- Expenses
- $73,318
- Net income
- $7,224