Civic Intelligence

Summit Payee Services

990EZ • Fiscal year 2011 • EIN 27-0324755

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 22, 2012

Organization Profilewww.summitpayeesvs.org
1361 North E Street92405
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$21,537

No earlier filing loaded for comparison.

Net Assets

$21,537

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

$63,753

No earlier filing loaded for comparison.

Expenses

$55,627

No earlier filing loaded for comparison.

Net Income

$8,126

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2011: $21,537Net Assets 2011: $21,5372011Assets 2012: $9,340Net Assets 2012: $9,3402012

Highlighted filing

2011

Assets$21,537
Liabilities-
Net Assets$21,537
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $63,753Expenses 2011: $55,627Net Income 2011: $8,1262011Revenue 2012: $103,379Expenses 2012: $115,576Net Income 2012: -$12,1972012

Highlighted filing

2011

Revenue$63,753
Expenses$55,627
Net Income$8,126
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 22, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
27-0324755
Raw XML Appendix157 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
CompensationExplanation/Compensation/PersonName0JAMES F LAMM
CompensationExplanation/Compensation/PersonName1RONALD L HAWK
CompensationExplanation/Compensation/PersonName2LORELEI L VOLK
CompensationExplanation/Compensation/PersonName3VERONICA VOLK
CompensationExplanation/Compensation/PersonName4DORIS TURNER
CompensationExplanation/Compensation/PersonName5MARCI ATKINS
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY013411
IRS990EZ/CashSavingsAndInvestments/EOY021537
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear08126
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts063753
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY013411
IRS990EZ/NetAssetsOrFundBalancesBOY013411
IRS990EZ/NetAssetsOrFundBalances/EOY021537
IRS990EZ/NetAssetsOrFundBalancesEOY021537
IRS990EZ/OccupancyRentUtilitiesAndMaint09302
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine107001 CHURCH AVE 64
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine111361 NORTH E STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12PO BOX 631
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13PO BOX 631
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine14182 JACKSON ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine15PO BOX 7748
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0HIGHLAND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1SAN BERNARDINO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2RIALTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3RIALTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4SAN BERNARDINO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5REDLANDS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode092346
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode192405
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode292377
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode392377
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode492408
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode592375
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition025.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition170.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition260.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition330.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition5000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation01026
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation224597
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation32641
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JAMES F LAMM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1RONALD L HAWK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LORELEI L VOLK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3VERONICA VOLK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4DORIS TURNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5MARCI ATKINS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VOTING BOARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VOTING BOARD
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal014799
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0SUMMIT PAYEE SERVICES CONSERVES SOCIAL SECURITY, SSI, OR OTHER BENEFICIARY FUNDS HELD IN TRUST FOR INDIVIDUAL CLIENTS AND ASSISTS THOSE CLIENTS TO MEET THEIR FINANCIAL OBLIGATIONS BY ALLOCATING AND PAYING OUT THEIR MONTHLY INCOME FOR COMMON NECESSITIES SUCH AS RENT, UTILITIES, FOOD, CLOTHING, AND OTHER PERSONAL AND INCIDENTAL EXPENSES. UNCOMMITTED FUNDS ARE PAID OUT PERIODICALLY FOR CLIENTS' OWN DISCRETIONARY SPENDING.
IRS990EZ/PrintingPublicationsPostage03262
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SUMMIT PAYEE SERVICES CONSERVES SOCIAL SECURITY, SSI, OR OTHER BENEFICIARY FUNDS HELD IN TRUST FOR INDIVIDUAL CLIENTS AND ASSISTS THOSE CLIENTS TO MEET THEIR FINANCIAL OBLIGATIONS BY ALLOCATING AND PAYING OUT THEIR MONTHLY INCOME FOR COMMON NECESSITIES SUCH AS RENT, UTILITIES, FOOD, CLOTHING, AND OTHER PERSONAL AND INCIDENTAL EXPENSES. UNCOMMITTED FUNDS ARE PAID OUT PERIODICALLY FOR CLIENTS' OWN DISCRETIONARY SPENDING.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses055627
IRS990EZ/ProgramServiceRevenue063753
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits028264
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101361 NORTH E STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SAN BERNARDINO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092405
IRS990EZ/TheBooksAreInCareOf/NamePerson0RONALD L HAWK
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09098845299
IRS990EZ/TotalAssets/BOY013411
IRS990EZ/TotalAssets/EOY021537
IRS990EZ/TotalExpenses055627
IRS990EZ/TotalProgramServiceExpenses055627
IRS990EZ/TotalRevenue063753
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0HTTP://WWW.SUMMITPAYEE.ORG
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear063753
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year016891
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total080644
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal509080644
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear063753
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year016891
IRS990ScheduleA/Total509/Total080644
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear063753
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year016891
IRS990ScheduleA/TotalSupportTotal/Total080644
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ADVERTISING 577 INSURANCE & BONDS 967 EQUIPMENT REPAIRS 73 OPERATING SUPPLIES 10,694 TAXES & LICENSES 569 TELEPHONE 1,919 TOTAL 14,799
IRS990ScheduleO/GeneralExplanation/Explanation1SUMMIT PAYEE SERVICES CONSERVES SOCIAL SECURITY, SSI, OR OTHER BENEFICIARY FUNDS HELD IN TRUST FOR INDIVIDUAL CLIENTS AND ASSISTS THOSE CLIENTS TO MEET THEIR FINANCIAL OBLIGATIONS BY ALLOCATING AND PAYING OUT THEIR MONTHLY INCOME FOR COMMON NECESSITIES SUCH AS RENT, UTILITIES, FOOD, CLOTHING, AND OTHER PERSONAL AND INCIDENTAL EXPENSES. UNCOMMITTED FUNDS ARE PAID OUT PERIODICALLY FOR CLIENTS' OWN DISCRETIONARY SPENDING.
IRS990ScheduleO/GeneralExplanation/Explanation2SUMMIT PAYEE SERVICES CONSERVES SOCIAL SECURITY, SSI, OR OTHER BENEFICIARY FUNDS HELD IN TRUST FOR INDIVIDUAL CLIENTS AND ASSISTS THOSE CLIENTS TO MEET THEIR FINANCIAL OBLIGATIONS BY ALLOCATING AND PAYING OUT THEIR MONTHLY INCOME FOR COMMON NECESSITIES SUCH AS RENT, UTILITIES, FOOD, CLOTHING, AND OTHER PERSONAL AND INCIDENTAL EXPENSES. UNCOMMITTED FUNDS ARE PAID OUT PERIODICALLY FOR CLIENTS' OWN DISCRETIONARY SPENDING.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2FIRST ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0270324755
ReturnHeader/Filer/Name/BusinessNameLine10SUMMIT PAYEE SERVICES INC
ReturnHeader/Filer/NameControl0SUMM
ReturnHeader/Filer/USAddress/AddressLine101361 NORTH E STREET
ReturnHeader/Filer/USAddress/City0SAN BERNARDINO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092405
ReturnHeader/Officer/DateSigned02012-08-22
ReturnHeader/Officer/Name0RONALD L HAWK
ReturnHeader/Officer/Title0CFO
ReturnHeader/Preparer/DatePrepared02012-08-24
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LUCIA & CO CPAS INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101887 BUSINESS CENTER DR STE 4A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN BERNARDINO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0924083401
ReturnHeader/Preparer/Name0DANIEL MUOZ
ReturnHeader/Preparer/Phone09098900104
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-09T14:13:33-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,537
Liabilities
-
Net assets
$21,537
Revenue
$63,753
Expenses
$55,627
Net income
$8,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$1.03$1.16$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.64$0.56$0.08