Civic Intelligence

Payee Plus

990EZ • Fiscal year 2016 • EIN 27-2682973

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 11, 2017

Organization Profilewww.payeeplus.org
PO Box 203Worthington, OH 43085

(614) 352-4681

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

26th percentile

-8.2%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$48,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 44.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-25%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,562

Down $8,844 (-25%) from 2015

Net Assets

Down

$26,562

Down $8,844 (-25%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$107,254

Up $20,080 (+23%) from 2015

Expenses

Up

$116,098

Up $38,860 (+50%) from 2015

Net Income

Down

-$8,844

Down $18,780 (-189%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2016

Assets$26,562
Liabilities-
Net Assets$26,562
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$107,254
Expenses$116,098
Net Income-$8,844
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$107,254
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 or other benefits. These individuals are required to have payees by SSA or other governmental agencies. Payee Plus receives the benefits, pays all bills on behalf of the clients, assist them in benefits maintenance and assure their financial needs are met.

Program Services

DescriptionGrantsExpenses
Provided Representative Payeeship for 200 disabled adults.$0$116,098
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy PutkaExecutive DirectorFT$48,000-$48,000
Jennie DedmonAdministrative ClerkPT$11,704-$11,704
Sandra CummingsBoard Member-$0--
David RearickBoard Member-$0--
Candace AllegraBoard 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
2017-11-11
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| payroll service fee, $911.00| bank service charges, $652.00| computers and software, $8253.00| web hosting, $100.00| debit card fees for clients, $6648.00| Meals and entertainment for clients and on behalf of clients, $1327.00| Insurance, $2850.00| office supplies, printers, toner, check stock, envelopes, $14677.00| client utilities and clerical mistakes, $2056.00| Vet bills and medical bills paid for clients, $1327.00|”

Part II, line 24

“| Asset Name:, BOY Amount:, EOY Amount:| computer and periph, 0, $2855| furniture, 0, $3440|”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Wendy D Putka
IRS990EZ/BooksInCareOfDetail/PhoneNum06143524681
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt080 Longfellow Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Worthington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035406
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8844
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03821
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035406
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026562
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0107254
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035406
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026562
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035406
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026562
IRS990EZ/OccupancyRentUtltsAndMaintAmt03004
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt011704
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt148000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennie Dedmon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Wendy Putka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandra Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Rearick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Candace Allegra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Administrative Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4board member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06295
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038801
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Payee Plus provides organizational Representative Payee services for individuals receiving Social Security or other benefits. These individuals are required to have payees by SSA or other governmental agencies. Payee Plus receives the benefits, pays all bills on behalf of the clients, assist them in benefits maintenance and assure their financial needs are met.
IRS990EZ/PrintingPublicationsPostageAmt03623
IRS990EZ/ProgramServiceRevenueAmt0107254
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided Representative Payeeship for 200 disabled adults.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0116098
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt066849
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0116098
IRS990EZ/TotalProgramServiceExpensesAmt0116098
IRS990EZ/TotalRevenueAmt0107254
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.payeeplus.org
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0107254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt087174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt081159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0325014
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.07405
IRS990ScheduleA/PublicSupportPY509Pct01.00
IRS990ScheduleA/PublicSupportTotal509Amt024068
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0102254
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt082174
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt076159
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt040359
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0300946
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0102254
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt082174
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt076159
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt040359
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0300946
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107254
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04068
IRS990ScheduleA/Total509Grp/TotalAmt0325014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04068
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| payroll service fee, $911.00| bank service charges, $652.00| computers and software, $8253.00| web hosting, $100.00| debit card fees for clients, $6648.00| Meals and entertainment for clients and on behalf of clients, $1327.00| Insurance, $2850.00| office supplies, printers, toner, check stock, envelopes, $14677.00| client utilities and clerical mistakes, $2056.00| Vet bills and medical bills paid for clients, $1327.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Asset Name:, BOY Amount:, EOY Amount:| computer and periph, 0, $2855| furniture, 0, $3440|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy D Putka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06143524681
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAYEE PLUS
ReturnHeader/Filer/BusinessNameControlTxt0PAYE
ReturnHeader/Filer/EIN0272682973
ReturnHeader/Filer/InCareOfNm0% Wendy D Putka
ReturnHeader/Filer/PhoneNum06143524681
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 203
ReturnHeader/Filer/USAddress/CityNm0Worthington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043085
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.230.200.223
ReturnHeader/FilingSecurityInformation/IPDt02017-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02017-11-11T07:55:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,562
Liabilities
-
Net assets
$26,562
Revenue
$107,254
Expenses
$116,098
Net income
-$8,844
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
2016Detailed filing. Detailed filing data is available for this year.$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