Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
80th percentile
Higher net margin than 80% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 38.9% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$25,470
No earlier filing loaded for comparison.
Net Assets
$25,470
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$82,181
No earlier filing loaded for comparison.
Expenses
$62,984
No earlier filing loaded for comparison.
Net Income
$19,197
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Nov 16, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $82,181
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.
Payee Plus provides Organizational Representative Payee services for individuals receiving Social Security Benefits. These individuals are disabled and are required by the Social Security Administration to have a payee. Payee Plus also provides fiduciary services to Veterans who are required to have such services. Payee Plus receives benefits on behalf of clients and pay all bills for the clients, as well as allocating funds for food and discretionary spending from the client's funds.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Payee Plus grew to provide payeeship and fiduciary services for over 100 disabled children and adults in the Central Ohio community. | $0 | $62,984 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Wendy Putka | Executive Director | FT | $32,000 | - | $32,000 |
| Jennie Dedmon | Administrative Clerk | PT | $3,583 | - | $3,583 |
| Candace Allegra | Board President | - | $0 | - | - |
| David Rearick | Board Member | - | $0 | - | - |
| Sandra Cummings | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Payee Plus
- EIN
- 27-2682973
- In Care Of
- % Wendy D Putka
- Phone
- 6143524681
- Address
- PO Box 203, Worthington, OH 43085
Signing Officer
- Name
- Wendy D Putka
- Title
- Executive Director
- Phone
- 6143524681
- Signed
- 2015-11-16
Supplemental Narrative
Additional Explanations
Part I, line 16
“| Other Expenses:, Amount:| professional liability insurance, surety bond, $8122.00| payroll company fees, $823.00| Bank fees for client debit cards, $2440.00| workers comp fee, $225.00| supplies, checks, toner, $1937.00| software, fax, 2nd phone line, deaf service, $637.00| professional organization membership fee, $350.00| computer hardware, $3615.00| fees paid on behalf of clients (bill late fees, overdraft fees), $563.00| meals with clients and employees, $75.00|”
Part II, line 24
“| Asset Name:, BOY Amount:, EOY Amount:| Inventory, $1000.00, $7000.00| Prepaid Expenses, 0.00, $2092.00|”
Raw XML Appendix136 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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|---|---|---|
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| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Board Member |
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| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 9092 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 18787 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Payee Plus provides Organizational Representative Payee services for individuals receiving Social Security Benefits. These individuals are disabled and are required by the Social Security Administration to have a payee. Payee Plus also provides fiduciary services to Veterans who are required to have such services. Payee Plus receives benefits on behalf of clients and pay all bills for the clients, as well as allocating funds for food and discretionary spending from the client's funds. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3027 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 82181 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Payee Plus grew to provide payeeship and fiduciary services for over 100 disabled children and adults in the Central Ohio community. |
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| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 39403 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 62984 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 62984 |
| IRS990EZ/TotalRevenueAmt | 0 | 82181 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.payeeplus.org |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 1000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 1000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 1000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Other Expenses:, Amount:| professional liability insurance, surety bond, $8122.00| payroll company fees, $823.00| Bank fees for client debit cards, $2440.00| workers comp fee, $225.00| supplies, checks, toner, $1937.00| software, fax, 2nd phone line, deaf service, $637.00| professional organization membership fee, $350.00| computer hardware, $3615.00| fees paid on behalf of clients (bill late fees, overdraft fees), $563.00| meals with clients and employees, $75.00| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Asset Name:, BOY Amount:, EOY Amount:| Inventory, $1000.00, $7000.00| Prepaid Expenses, 0.00, $2092.00| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part II, line 24 |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Wendy D Putka |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6143524681 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-11-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PAYEE PLUS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PAYE |
| ReturnHeader/Filer/EIN | 0 | 272682973 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Wendy D Putka |
| ReturnHeader/Filer/PhoneNum | 0 | 6143524681 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 203 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Worthington |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 43085 |
| ReturnHeader/ReturnTs | 0 | 2015-11-16T05:57:30-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $25,470
- Liabilities
- -
- Net assets
- $25,470
- Revenue
- $82,181
- Expenses
- $62,984
- Net income
- $19,197