Civic Intelligence

J & J Representative Payees Inc.

990EZ • Fiscal year 2020 • EIN 26-3177583

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 13, 2021

3760 Market St NE 338Salem, OR 97301

(503) 930-4697

Siviq Scores

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

Liabilities / Assets

90th percentile

0.67x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

95th percentile

$66,238

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 50.8% of source-year revenue.

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

Asset Growth

81st percentile

54%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

73rd percentile

10%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$34,287

Up $12,089 (+54%) from 2019

Net Assets

Down

$11,307

Down $358 (-3.1%) from 2019

Liabilities

Up

$22,980

Up $12,447 (+118%) from 2019

Revenue

Up

$130,461

Up $12,292 (+10%) from 2019

Expenses

Up

$125,680

Up $2,470 (+2.0%) from 2019

Net Income

Up

$4,781

Up $9,822 (+195%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $8,352Liabilities 2014: $1,834Net Assets 2014: $6,5182014Assets 2015: $4,020Liabilities 2015: $2,340Net Assets 2015: $1,6802015Assets 2016: $6,996Liabilities 2016: $2,050Net Assets 2016: $4,9462016Assets 2017: $12,399Liabilities 2017: $2,736Net Assets 2017: $9,6632017Assets 2018: $23,476Liabilities 2018: $6,770Net Assets 2018: $16,7062018Assets 2019: $22,198Liabilities 2019: $10,533Net Assets 2019: $11,6652019Assets 2020: $34,287Liabilities 2020: $22,980Net Assets 2020: $11,3072020Assets 2021: $39,686Liabilities 2021: $16,773Net Assets 2021: $22,9132021Assets 2022: $65,586Liabilities 2022: $14,095Net Assets 2022: $51,4912022Assets 2023: $96,128Liabilities 2023: $10,704Net Assets 2023: $85,4242023Assets 2024: $143,117Liabilities 2024: $33,980Net Assets 2024: $109,1372024

Highlighted filing

2020

Assets$34,287
Liabilities$22,980
Net Assets$11,307

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $80,542Expenses 2014: $73,318Net Income 2014: $7,2242014Revenue 2015: $84,681Expenses 2015: $89,519Net Income 2015: -$4,8382015Revenue 2016: $90,750Expenses 2016: $87,484Net Income 2016: $3,2662016Revenue 2017: $103,043Expenses 2017: $98,326Net Income 2017: $4,7172017Revenue 2018: $108,854Expenses 2018: $101,811Net Income 2018: $7,0432018Revenue 2019: $118,169Expenses 2019: $123,210Net Income 2019: -$5,0412019Revenue 2020: $130,461Expenses 2020: $125,680Net Income 2020: $4,7812020Revenue 2021: $140,032Expenses 2021: $128,426Net Income 2021: $11,6062021Revenue 2022: $149,904Expenses 2022: $121,326Net Income 2022: $28,5782022Revenue 2023: $170,303Expenses 2023: $136,370Net Income 2023: $33,9332023Revenue 2024: $199,652Expenses 2024: $175,939Net Income 2024: $23,7132024

Highlighted filing

2020

Revenue$130,461
Expenses$125,680
Net Income$4,781
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 13, 2021
Return Version
2020v4.0
Gross Receipts
$130,461
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

DescriptionGrantsExpenses
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.-$120,496
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.-$1,023
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.-$270
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHELLE MONGPresident-$66,238-$66,238
ERIN CHARBONNEAUVice-Preside-$0--
JILL GRASSMANSec./Treasur-$0--
Filing and Contact Details

Filer

Filer Name
J & J Representative Payees Inc
EIN
26-3177583
Phone
5039304697
Address
3760 MARKET ST NE 338, SALEM, OR 97301

Signing Officer

Name
Rachelle Mong
Title
President
Phone
5039304697
Signed
2021-07-13
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 6,001 interest 2,371 insurance 293 taxes & licenses 200 telephone 1,023 business meals 70 utilities 2,335 business gifts 275 bank charges 2,505 refunds 286 professional fees 2,395 client expense 1,349 purchases 9 non-investment depreciation 3,827 total 22,939

Form 990-ez, Part I, Line 20

Prior period adjustment -5,139

Form 990-ez, Part II, Line 24

12,895 15,354 less accumulated depreciation 5,866 9,691 total 7,029 5,663

Form 990-ez, Part II, Line 26

Payroll taxes payable 2,014 2,378 credit card payable 8,519 9,882 client deposits 0 10,720

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.

Form 990-ez, Part III, Line 29

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.

Form 990-ez, Part III, Line 31

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 Appendix155 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
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IRS990EZ/OtherChangesInNetAssetsAmt0-5139
IRS990EZ/OtherExpensesTotalAmt022939
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXCLUSIVELY 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EXCLUSIVELY 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 6,001 INTEREST 2,371 INSURANCE 293 TAXES & LICENSES 200 TELEPHONE 1,023 BUSINESS MEALS 70 UTILITIES 2,335 BUSINESS GIFTS 275 BANK CHARGES 2,505 REFUNDS 286 PROFESSIONAL FEES 2,395 CLIENT EXPENSE 1,349 PURCHASES 9 NON-INVESTMENT DEPRECIATION 3,827 TOTAL 22,939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -5,139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt212,895 15,354 LESS ACCUMULATED DEPRECIATION 5,866 9,691 TOTAL 7,029 5,663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAXES PAYABLE 2,014 2,378 CREDIT CARD PAYABLE 8,519 9,882 CLIENT DEPOSITS 0 10,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt5EXCLUSIVELY 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/ExplanationTxt6EXCLUSIVELY 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/ExplanationTxt7EXCLUSIVELY 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-13
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ReturnHeader/Filer/PhoneNum05039304697
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03264 LIBERTY RD S
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGETTE HAGERMAN
ReturnHeader/ReturnTs02021-07-15T00:35:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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