Civic Intelligence

Summit Payee Services

990EZ • Fiscal year 2012 • EIN 27-0324755

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 16, 2013

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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,340

Down $12,197 (-57%) from 2011

Net Assets

Down

$9,340

Down $12,197 (-57%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$103,379

Up $39,626 (+62%) from 2011

Expenses

Up

$115,576

Up $59,949 (+108%) from 2011

Net Income

Down

-$12,197

Down $20,323 (-250%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2012

Assets$9,340
Liabilities-
Net Assets$9,340
Open 2012 Filing

Operations Trend

Revenue Growth88th percentile

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

2012

Revenue$103,379
Expenses$115,576
Net Income-$12,197
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 16, 2013
Return Version
2012v2.1
Filing and Contact Details

Filer

EIN
27-0324755
Raw XML Appendix143 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/BOY021537
IRS990EZ/CashSavingsAndInvestments/EOY09340
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-12197
IRS990EZ/FeesAndOthPymtToIndContractors0995
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts0103379
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome09
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY021537
IRS990EZ/NetAssetsOrFundBalancesBOY021537
IRS990EZ/NetAssetsOrFundBalances/EOY09340
IRS990EZ/NetAssetsOrFundBalancesEOY09340
IRS990EZ/OccupancyRentUtilitiesAndMaint015014
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/Compensation08888
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation122235
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation228605
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation319470
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/OtherExpensesTotal049174
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/PrintingPublicationsPostage04257
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/ProgramServiceExpenses0115576
IRS990EZ/ProgramServiceRevenue0103370
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits046136
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/BOY021537
IRS990EZ/TotalAssets/EOY09340
IRS990EZ/TotalExpenses0115576
IRS990EZ/TotalProgramServiceExpenses0115576
IRS990EZ/TotalRevenue0103379
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0HTTP://WWW.SUMMITPAYEE.ORG
IRS990ScheduleA/First5Years5090X
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear09
IRS990ScheduleA/GrossInvestmentIncome509/Total09
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear0103370
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year063753
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years016891
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0184014
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear09
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total09
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportTotal5090184014
IRS990ScheduleA/Total509/CurrentTaxYear0103370
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year063753
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years016891
IRS990ScheduleA/Total509/Total0184014
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0103379
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year063753
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years016891
IRS990ScheduleA/TotalSupportTotal/Total0184023
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ADVERTISING 413 INSURANCE & BONDS 1,039 OPERATING SUPPLIES 9,642 TAXES & LICENSES 2,645 TELEPHONE 2,373 OUTSIDE SERVICES 33,062 TOTAL 49,174
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/Phone09098845299
ReturnHeader/Filer/USAddress/AddressLine101361 NORTH E STREET
ReturnHeader/Filer/USAddress/City0SAN BERNARDINO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092405
ReturnHeader/Officer/DateSigned02013-07-16
ReturnHeader/Officer/Name0RONALD L HAWK
ReturnHeader/Officer/Phone09098845299
ReturnHeader/Officer/Title0CFO
ReturnHeader/Preparer/DatePrepared02013-07-17
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-16T15:15:16-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,340
Liabilities
-
Net assets
$9,340
Revenue
$103,379
Expenses
$115,576
Net income
-$12,197
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