Civic Intelligence

Resource Oversight & Guidance Services Inc.

990 • Fiscal year 2020 • EIN 27-1997250

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 01, 2021

Organization ProfileROGSERVICES.ORG
PO Box 7394Laguna Niguel, CA 92607

(800) 764-7166

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$130,950

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

89th percentile

90%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$283,653

Up $134,394 (+90%) from 2019

Net Assets

Up

$283,653

Up $134,394 (+90%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin72nd percentile

Revenue

Up

$640,539

Up $172,976 (+37%) from 2019

Expenses

Up

$506,145

Up $50,886 (+11%) from 2019

Net Income

Up

$134,394

Up $122,090 (+992%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$600K$400K$200K$0Assets 2014: $12,013Net Assets 2014: $11,9982014Assets 2015: $91,794Net Assets 2015: $91,7942015Assets 2016: $94,382Liabilities 2016: $10,116Net Assets 2016: $84,2662016Assets 2018: $137,041Liabilities 2018: $30,094Net Assets 2018: $106,9472018Assets 2019: $149,259Liabilities 2019: $0Net Assets 2019: $149,2592019Assets 2020: $283,653Liabilities 2020: $0Net Assets 2020: $283,6532020Assets 2021: $298,724Liabilities 2021: $0Net Assets 2021: $298,7242021Assets 2022: $416,128Liabilities 2022: $0Net Assets 2022: $416,1282022

Highlighted filing

2020

Assets$283,653
Liabilities$0
Net Assets$283,653
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500KRevenue 2014: $16,071Expenses 2014: $4,073Net Income 2014: $11,9982014Revenue 2015: $87,939Expenses 2015: $8,158Net Income 2015: $79,7812015Revenue 2016: $211,437Expenses 2016: $218,965Net Income 2016: -$7,5282016Revenue 2018: $357,823Expenses 2018: $319,899Net Income 2018: $37,9242018Revenue 2019: $467,563Expenses 2019: $455,259Net Income 2019: $12,3042019Revenue 2020: $640,539Expenses 2020: $506,145Net Income 2020: $134,3942020Revenue 2021: $679,235Expenses 2021: $664,206Net Income 2021: $15,0292021Revenue 2022: $891,465Expenses 2022: $772,461Net Income 2022: $119,0042022

Highlighted filing

2020

Revenue$640,539
Expenses$506,145
Net Income$134,394
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 1, 2021
Return Version
2020v4.0
Gross Receipts
$640,539
Mission and Program Overview

Mission

Resource oversight & guidance services, inc provides social security representative payee and va fiduciary services to mentally ill clients who are unable to manage their benefits and who do not have anyone else able to assist. Currently, we serve over 2,500 active clients and have assisted thousands more.

Provide organizational representative payee services for mentally ill social security recipients unable to manage their own benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,454$277,168▲ $130,714
Land, Buildings, and Equipment, Net$2,805$6,485▲ $3,680
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$149,259$283,653▲ $134,394
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$149,259$283,653▲ $134,394
Total Net Assets Fund Balance$149,259$283,653▲ $134,394
Total Liabilities and Net Assets / Fund Balance$149,259$283,653▲ $134,394

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,065$2,419$6,484
Other Land Buildings$2,420$404$2,824
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dean M ReyburnPresidentFT$130,950$130,950

Board Members and Trustees

NameTitle
Sue CullenVice President
Jeff AndersonDirector
Laura MitchellSecretary
Jeffrey DavidsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,309
Program Service Revenue
$577,230
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,609
Change in Net Assets
$134,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$408,547
Other Expenses$97,598
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$220,740$24,527-$245,267
Current Officers, Directors, Trustees, and Key Employees$117,855$13,095-$130,950
Occupancy$31,737$3,526-$35,263
Payroll Taxes$27,746$3,083-$30,829
Office Expenses$18,453$2,050-$20,503
Fees for Services Other$20,455$2-$20,457
Information Technology$6,868$597-$7,465
Insurance$6,206$690-$6,896
Depreciation Depletion$2,122--$2,122
Other Employee Benefits$1,351$150-$1,501
Interest$710--$710
Fees for Services Accounting$450$50-$500
Fees for Services Legal$234$26-$260
Travel$40$4-$44
Other Expenses$9$1-$10
All Other Expenses$-11,454--$-11,454
Total Functional Expenses$456,989$49,156$0$506,145
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“President reviews returns page by page with cpa preparer”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“ATTORNEY GENERAL”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Resource Oversight and Guidance Svcs
EIN
27-1997250
Phone
8007647166
Address
PO BOX 7394, LAGUNA NIGUEL, CA 92607

Signing Officer

Name
Dean M Reyburn
Title
President
Signed
2021-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean M Reyburn
Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
11

Preparer

Firm
Lyndon Smith CPA
Address
422 Via Alegre, San Clemente, CA 92672
Preparer
Lyndon Smith
Phone
9492947298
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“Resource oversight and guidance services is a representative payee for disabled persons social security and other funds to be expended on behalf of the disabled person. All client funds are received in trust accounts and disbursements made from there.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt057700
IRS990ScheduleA/OtherIncome509Grp/TotalAmt057700
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97040
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01891616
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt0577230
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt0459559
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt0265690
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt0211437
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0271954
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0467563
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IRS990ScheduleD/BeginningBalanceAmt01701641
IRS990ScheduleD/EndingBalanceAmt02096230
IRS990ScheduleD/EquipmentGrp/BookValueAmt04065
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02419
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06484
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02420
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0404
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02824
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT REVIEWS RETURNS PAGE BY PAGE WITH CPA PREPARER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ATTORNEY GENERAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalProgramServiceExpensesAmt0456989
IRS990/TotalProgramServiceRevenueAmt0577230
IRS990/TotalReportableCompFromOrgAmt0130950
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0640539
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0149259
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0283653
IRS990/TravelGrp/ManagementAndGeneralAmt04
IRS990/TravelGrp/ProgramServicesAmt040
IRS990/TravelGrp/TotalAmt044
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 7394
IRS990/USAddress/CityNm0LAGUNA NIGUEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092607
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IRS990/WebsiteAddressTxt0ROGSERVICES.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$283,653
Liabilities
$0
Net assets
$283,653
Revenue
$640,539
Expenses
$506,145
Net income
$134,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$8.91$7.72$1.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$6.79$6.64$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$6.41$5.06$1.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$4.68$4.55$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.30$1.07$3.58$3.20$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.10$0.84$2.11$2.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.88$0.08$0.80
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.16$0.04$0.12