Civic Intelligence

Payee Plus

EIN 27-2682973 • 501(c)3 • Worthington, OH

Profile

Our mission is to provide representative payeeship services for disabled individuals. We maintain long-term relationships with individuals and their support people so that our clients remain housed and have their needs met.

PO Box 203Worthington, OH 43085

www.payeeplus.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

8.5%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$60,637

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 36.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-89%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

-0.7%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$22,544

Down $181,672 (-89%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$22,544

Down $181,672 (-89%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin62nd percentile

Revenue

Down

$167,580

Down $1,212 (-0.7%) from 2023

Expenses

Up

$153,315

Up $33,352 (+28%) from 2023

Net Income

Down

$14,265

Down $34,564 (-71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2014: $25,470Net Assets 2014: $25,4702014Assets 2015: $35,406Net Assets 2015: $35,4062015Assets 2016: $26,562Net Assets 2016: $26,5622016Assets 2017: $31,094Net Assets 2017: $31,0942017Assets 2018: $60,210Net Assets 2018: $60,2102018Assets 2019: $86,996Liabilities 2019: $14,330Net Assets 2019: $72,6662019Assets 2020: $87,420Liabilities 2020: $137Net Assets 2020: $87,2832020Assets 2021: $124,410Liabilities 2021: $0Net Assets 2021: $124,4102021Assets 2022: $155,387Liabilities 2022: $0Net Assets 2022: $155,3872022Assets 2023: $204,216Liabilities 2023: $0Net Assets 2023: $204,2162023Assets 2024: $22,544Liabilities 2024: $0Net Assets 2024: $22,5442024

Highlighted filing

2024

Assets$22,544
Liabilities$0
Net Assets$22,544
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2014: $82,181Expenses 2014: $62,984Net Income 2014: $19,1972014Revenue 2015: $87,174Expenses 2015: $77,238Net Income 2015: $9,9362015Revenue 2016: $107,254Expenses 2016: $116,098Net Income 2016: -$8,8442016Revenue 2017: $126,725Expenses 2017: $120,794Net Income 2017: $5,9312017Revenue 2018: $173,236Expenses 2018: $144,120Net Income 2018: $29,1162018Revenue 2019: $172,468Expenses 2019: $160,012Net Income 2019: $12,4562019Revenue 2020: $175,670Expenses 2020: $161,053Net Income 2020: $14,6172020Revenue 2021: $166,005Expenses 2021: $128,878Net Income 2021: $37,1272021Revenue 2022: $169,841Expenses 2022: $138,864Net Income 2022: $30,9772022Revenue 2023: $168,792Expenses 2023: $119,963Net Income 2023: $48,8292023Revenue 2024: $167,580Expenses 2024: $153,315Net Income 2024: $14,2652024

Highlighted filing

2024

Revenue$167,580
Expenses$153,315
Net Income$14,265
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,544
Liabilities
$0
Net assets
$22,544
Revenue
$167,580
Expenses
$153,315
Net income
$14,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.68$1.53$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$1.69$1.20$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.70$1.39$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$1.66$1.29$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$1.76$1.61$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.14$0.73$1.72$1.60$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.60$1.73$1.44$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$1.27$1.21$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.27$1.07$1.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.87$0.77$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.82$0.63$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.1
Gross Receipts
$167,580
Mission and Program Overview

Mission

Payee Plus provides Organizational Representative Payee services as defined by the Social Security Administration. We manage Social Security and other benefits on behalf of individuals who are required to have this service. We pay bills on behalf of clients assist them in benefits maintenance and assure that their financial needs are met.

We manage government benefits for 275 developmentally children and adults. We serve as representative payees under the Social Security Adminstrations program as a fee-for-service company. Fees are set by Social Security.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,279$22,544▲ $14,265
Rtn Earn Endowment Incm Other Fnds$8,279$22,544▲ $14,265
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$8,279$22,544▲ $14,265
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,279$22,544▲ $14,265
Total Liabilities and Net Assets / Fund Balance$8,279$22,544▲ $14,265
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wendy PutkaExecutive DirectorFT$60,637$60,637
Jennie DedmonAssistanceFT$24,801$24,801
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$167,580
Investment Income
$0
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$14,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$95,225
Other Expenses$58,090
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$73,628$0$0$73,628
Payroll Taxes$21,597$0$0$21,597
Information Technology$11,164$0$0$11,164
Office Expenses$8,182$0$0$8,182
Occupancy$5,922$0$0$5,922
Fees for Services Accounting$5,149$0$0$5,149
Insurance$4,537$0$0$4,537
Conferences and Meetings$645$0$0$645
Fees for Services Legal$100$0$0$100
Total Functional Expenses$153,315$0$0$153,315
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 2

“The executive director and the assistant are sisters”

Part VI, Line 11B

“No review was conducted but it was provided after completed”

Part VI, Line 15

“Each person receives a raise based on the SSA COLA.”

Part VI, Line 19

“Upon request”

Filing and Contact Details

Filer

Filer Name
Payee Plus
EIN
27-2682973
Phone
6143524681
Address
PO Box 203, Worthington, OH 43085

Signing Officer

Name
Wendy Putka
Title
Executive Director
Phone
6143524681
Signed
2025-11-17

Organization Details

Principal Officer
Wendy D Putka
Formed
2011
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
1
Employees
2
Volunteers
0
Raw XML AppendixShowing 400 of 634 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.

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IRS990/BooksInCareOfDetail/USAddress/ZIPCd043085
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IRS990/OtherAssetsTotalGrp/BOYAmt00
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