Civic Intelligence

Payee Services & Solutions

990EZ • Fiscal year 2022 • EIN 27-0046427

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 06, 2023

Organization Profilepayeesands.org
PO Box 2052Iowa City, IA 52244

(319) 358-5733

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

33%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$5,026

Up $1,137 (+29%) from 2021

Net Assets

Up

$5,026

Up $1,137 (+29%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin44th percentile

Revenue

Up

$84,624

Up $20,944 (+33%) from 2021

Expenses

Up

$83,487

Up $17,930 (+27%) from 2021

Net Income

Up

$1,137

Up $3,014 (+161%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$30K$20K$10K$0Assets 2021: $3,889Liabilities 2021: $0Net Assets 2021: $3,8892021Assets 2022: $5,026Liabilities 2022: $0Net Assets 2022: $5,0262022Assets 2023: $10,887Liabilities 2023: $0Net Assets 2023: $10,8872023Assets 2024: $13,870Liabilities 2024: $0Net Assets 2024: $13,8702024Assets 2025: $24,127Liabilities 2025: $0Net Assets 2025: $24,1272025

Highlighted filing

2022

Assets$5,026
Liabilities$0
Net Assets$5,026
Open 2022 Filing

Operations Trend

Revenue Growth68th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $63,680Expenses 2021: $65,557Net Income 2021: -$1,8772021Revenue 2022: $84,624Expenses 2022: $83,487Net Income 2022: $1,1372022Revenue 2023: $103,018Expenses 2023: $97,157Net Income 2023: $5,8612023Revenue 2024: $114,728Expenses 2024: $111,745Net Income 2024: $2,9832024Revenue 2025: $123,680Expenses 2025: $113,423Net Income 2025: $10,2572025

Highlighted filing

2022

Revenue$84,624
Expenses$83,487
Net Income$1,137
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 6, 2023
Return Version
2022v5.0
Gross Receipts
$84,624
Mission and Program Overview

Mission

To provide financial guidance to disabled or elderly individuals in need of assistance

Program Services

DescriptionGrantsExpenses
Provided fund management and financial assistance to 295 disabled and/or elderly individuals receiving Social Security benefits.$0$83,487
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan RohwerPresident-$0--
Nathan CarlsonSecretary-$0--
Michael JennessTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Payee Services & Solutions
EIN
27-0046427
Phone
3193585733
Address
PO Box 2052, Iowa City, IA 52244

Signing Officer

Name
Jacob Henry
Title
Director
Phone
3193585733
Signed
2023-06-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Insurance;4662|Supplies;913|Office Equipment;1972^Total;7547^”

Raw XML Appendix123 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jacob henry
IRS990EZ/BooksInCareOfDetail/PhoneNum03193585733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2052
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Iowa City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01137
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03889
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05026
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt084624
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03889
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03889
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05026
IRS990EZ/OccupancyRentUtltsAndMaintAmt011171
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Rohwer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nathan Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Jenness
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07547
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial guidance to disabled or elderly individuals in need of assistance
IRS990EZ/PrintingPublicationsPostageAmt01835
IRS990EZ/ProgramServiceRevenueAmt084624
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided fund management and financial assistance to 295 disabled and/or elderly individuals receiving Social Security benefits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083487
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt062934
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt083487
IRS990EZ/TotalProgramServiceExpensesAmt083487
IRS990EZ/TotalRevenueAmt084624
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0payeesands.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Insurance;4662|Supplies;913|Office Equipment;1972^Total;7547^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0At the end of 2022 we upgraded our computer hardware, and migrated accounts and software to the new computers. We recently discovered that annually recurring appointments and reminders did not transfer, including several reminders to file our 990.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacob Henry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum03193585733
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAYEE SERVICES & SOLUTIONS
ReturnHeader/Filer/BusinessNameControlTxt0PAYE
ReturnHeader/Filer/EIN0270046427
ReturnHeader/Filer/PhoneNum03193585733
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2052
ReturnHeader/Filer/USAddress/CityNm0Iowa City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052244
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-06-06T12:18:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,026
Liabilities
$0
Net assets
$5,026
Revenue
$84,624
Expenses
$83,487
Net income
$1,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.24$1.13$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.15$1.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.03$0.97$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.85$0.83$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.64$0.66$0.02