Civic Intelligence

Payee Services & Solutions

990EZ • Fiscal year 2023 • EIN 27-0046427

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 27, 2024

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

(319) 358-5733

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$10,887

Up $5,861 (+117%) from 2022

Net Assets

Up

$10,887

Up $5,861 (+117%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$103,018

Up $18,394 (+22%) from 2022

Expenses

Up

$97,157

Up $13,670 (+16%) from 2022

Net Income

Up

$5,861

Up $4,724 (+415%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$10,887
Liabilities$0
Net Assets$10,887
Open 2023 Filing

Operations Trend

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

2023

Revenue$103,018
Expenses$97,157
Net Income$5,861
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 27, 2024
Return Version
2023v5.0
Gross Receipts
$103,018
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$97,157
Compensation and Service Providers

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
2024-03-27
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Insurance;3544|Office Equipment;4151|Supplies;2078|Client debit card fees;4663^Total;14436^”

Form 990-EZ, Part V, Line 34

“Articles of incorporation were amended to conform to 501(c)(3) requirements as we are seeking to change our non-profit status from 501(c)(4) to 501(c)(3).”

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
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/BOYAmt05026
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010887
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd01
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05861
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
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IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0103018
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010887
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010887
IRS990EZ/OccupancyRentUtltsAndMaintAmt011352
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
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/OtherExpensesTotalAmt014436
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial guidance to disabled or elderly individuals in need of assistance
IRS990EZ/PrintingPublicationsPostageAmt06193
IRS990EZ/ProgramServiceRevenueAmt0103018
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided fund management and financial assistance to 295 disabled and/or elderly individuals receiving Social Security benefits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt097157
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt065176
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/TotalExpensesAmt097157
IRS990EZ/TotalProgramServiceExpensesAmt097157
IRS990EZ/TotalRevenueAmt0103018
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0payeesands.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Insurance;3544|Office Equipment;4151|Supplies;2078|Client debit card fees;4663^Total;14436^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Articles of incorporation were amended to conform to 501(c)(3) requirements as we are seeking to change our non-profit status from 501(c)(4) to 501(c)(3).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part V, Line 34
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
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/SignatureDt02024-03-27
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/ReturnTs02024-03-27T10:44:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jacob
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Henry
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,887
Liabilities
$0
Net assets
$10,887
Revenue
$103,018
Expenses
$97,157
Net income
$5,861
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