Civic Intelligence

Payee Services & Solutions

990EZ • Fiscal year 2024 • EIN 27-0046427

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 20, 2025

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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

50th percentile

2.6%

Higher net margin than 50% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,870

Up $2,983 (+27%) from 2023

Net Assets

Up

$13,870

Up $2,983 (+27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$114,728

Up $11,710 (+11%) from 2023

Expenses

Up

$111,745

Up $14,588 (+15%) from 2023

Net Income

Down

$2,983

Down $2,878 (-49%) from 2023

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

2024

Assets$13,870
Liabilities$0
Net Assets$13,870

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

2024

Revenue$114,728
Expenses$111,745
Net Income$2,983
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 20, 2025
Return Version
2024v5.0
Gross Receipts
$114,728
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$111,745
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
2025-03-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Insurance 3849 Office Equipment 7104 Supplies 6287 Client Debit Card Fees 7270

Raw XML Appendix159 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/BOYAmt010887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013870
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02983
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013870
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0114728
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010887
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013870
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010887
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013870
IRS990EZ/OccupancyRentUtltsAndMaintAmt011278
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/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024510
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial guidance to disabled or elderly individuals in need of assistance
IRS990EZ/PrintingPublicationsPostageAmt07040
IRS990EZ/ProgramServiceRevenueAmt0114728
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided fund management and financial assistance to 295 disabled and/or elderly individuals receiving Social Security benefits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0111745
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt068917
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0111745
IRS990EZ/TotalProgramServiceExpensesAmt0111745
IRS990EZ/TotalRevenueAmt0114728
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0payeesands.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0114728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0110000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0435582
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0435582
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062550
IRS990ScheduleA/Total509Grp/TotalAmt0435582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0110000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0435582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 3849 Office Equipment 7104 Supplies 6287 Client Debit Card Fees 7270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacob Henry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum03193585733
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-20
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/ReturnTs02025-03-20T14:08:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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