Civic Intelligence

J & J Representative Payees Inc.

990EZ • Fiscal year 2022 • EIN 26-3177583

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

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

84th percentile

0.21x

Higher debt load relative to assets than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$66,238

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 44.2% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

87th percentile

65%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

48th percentile

7.0%

Faster revenue growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$65,586

Up $25,900 (+65%) from 2021

Net Assets

Up

$51,491

Up $28,578 (+125%) from 2021

Liabilities

Down

$14,095

Down $2,678 (-16%) from 2021

Revenue

Up

$149,904

Up $9,872 (+7.0%) from 2021

Expenses

Down

$121,326

Down $7,100 (-5.5%) from 2021

Net Income

Up

$28,578

Up $16,972 (+146%) from 2021

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

2022

Assets$65,586
Liabilities$14,095
Net Assets$51,491

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

2022

Revenue$149,904
Expenses$121,326
Net Income$28,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$149,904
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.-$112,398
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.-$760
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.-$529
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
2023-11-09
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 4,607 interest 1,230 insurance 2,705 taxes & licenses 200 telephone 760 business meals 329 utilities 1,960 advertising 300 bank charges 1,744 professional fees 150 repair & maintenance 67 non-investment depreciation 1,507 total 15,559

Form 990-ez, Part II, Line 24

15,953 23,893 less accumulated depreciation 11,435 12,624 total 4,518 11,269

Form 990-ez, Part II, Line 26

Payroll taxes payable 2,395 2,485 credit card payable 9,154 4,135 client deposits 5,224 7,475

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 Appendix150 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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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/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 4,607 INTEREST 1,230 INSURANCE 2,705 TAXES & LICENSES 200 TELEPHONE 760 BUSINESS MEALS 329 UTILITIES 1,960 ADVERTISING 300 BANK CHARGES 1,744 PROFESSIONAL FEES 150 REPAIR & MAINTENANCE 67 NON-INVESTMENT DEPRECIATION 1,507 TOTAL 15,559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt115,953 23,893 LESS ACCUMULATED DEPRECIATION 11,435 12,624 TOTAL 4,518 11,269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAXES PAYABLE 2,395 2,485 CREDIT CARD PAYABLE 9,154 4,135 CLIENT DEPOSITS 5,224 7,475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4EXCLUSIVELY 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/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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05039304697
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
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ReturnHeader/Filer/EIN0263177583
ReturnHeader/Filer/PhoneNum05039304697
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ReturnHeader/Filer/USAddress/CityNm0SALEM
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03264 LIBERTY RD S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
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ReturnHeader/PreparerPersonGrp/PhoneNum05035810932
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGETTE HAGERMAN
ReturnHeader/ReturnTs02023-11-10T01:16:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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