Civic Intelligence

Payee Plus

990EZ • Fiscal year 2017 • EIN 27-2682973

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$48,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 37.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,094

Up $4,532 (+17%) from 2016

Net Assets

Up

$31,094

Up $4,532 (+17%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$126,725

Up $19,471 (+18%) from 2016

Expenses

Up

$120,794

Up $4,696 (+4.0%) from 2016

Net Income

Up

$5,931

Up $14,775 (+167%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2017

Assets$31,094
Liabilities-
Net Assets$31,094
Open 2017 Filing

Operations Trend

Revenue Growth71st 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

2017

Revenue$126,725
Expenses$120,794
Net Income$5,931
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.0
Gross Receipts
$126,725
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 government 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 350 disabled adults.$0$120,793
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy PutkaExecutive DirectorFT$48,000-$48,000
Jennie DedmonAdministrative ClerkPT$7,985-$7,985
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
2018-11-12
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| interest income and other income, $158|”

Part I, line 16

“| Other Expenses:, Amount:| Bank Charges, $905.00| Computers and software, $1792.00| Dues and subscriptions for professional organizations, $1090.00| Business bond and liability insurance, $10741.00| travel and meals and parking, $395.00| office supplies-checks, toner, envelopes, paper, $7670.00| debit card monthly fees for clients, $12859.00| Website and email hosting, $200.00| workers compensation, $129.00|”

Part II, line 24

“| Asset Name:, BOY Amount:, EOY Amount:| computer and periph, $2856, $2856| Organization's share of assets, 0, $3004|”

Raw XML Appendix168 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/BOYAmt022307
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025234
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05931
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05173
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031094
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0126725
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031094
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031094
IRS990EZ/OccupancyRentUtltsAndMaintAmt03175
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07985
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/BOYAmt02856
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05860
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035781
IRS990EZ/OtherRevenueTotalAmt0158
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Payee Plus provides organizational Representative Payee services for individuals receiving Social Security or other government 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/PrintingPublicationsPostageAmt03442
IRS990EZ/ProgramServiceRevenueAmt0126567
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided Representative Payeeship for 350 disabled adults.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0120793
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt073223
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120794
IRS990EZ/TotalProgramServiceExpensesAmt0120793
IRS990EZ/TotalRevenueAmt0126725
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.payeeplus.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| S.No:, Amount:, Description:| 1, $158, interest income and other income|
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III, line 12
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0126567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0107254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt087174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt081159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0447513
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0158
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0158
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.05584
IRS990ScheduleA/PublicSupportPY509Pct00.00
IRS990ScheduleA/PublicSupportTotal509Amt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0121567
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0102254
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt082174
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt076159
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt040359
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0422513
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0121567
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0102254
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt082174
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt076159
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt040359
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0422513
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107254
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt081159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045359
IRS990ScheduleA/Total509Grp/TotalAmt0447513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045359
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0447671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| interest income and other income, $158|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Bank Charges, $905.00| Computers and software, $1792.00| Dues and subscriptions for professional organizations, $1090.00| Business bond and liability insurance, $10741.00| travel and meals and parking, $395.00| office supplies-checks, toner, envelopes, paper, $7670.00| debit card monthly fees for clients, $12859.00| Website and email hosting, $200.00| workers compensation, $129.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Asset Name:, BOY Amount:, EOY Amount:| computer and periph, $2856, $2856| Organization's share of assets, 0, $3004|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy D Putka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06143524681
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
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/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02018-11-12T09:18:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,094
Liabilities
-
Net assets
$31,094
Revenue
$126,725
Expenses
$120,794
Net income
$5,931
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
2017Detailed filing. Detailed filing data is available for this year.$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