Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.16x
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
58th percentile
Higher net margin than 58% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 29.7% of source-year revenue.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Balance Sheet
Assets
Up$86,996
Up $26,786 (+44%) from 2018
Net Assets
Up$72,666
Up $12,456 (+21%) from 2018
Liabilities
$14,330
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$172,468
Down $768 (-0.4%) from 2018
Expenses
Up$160,012
Up $15,892 (+11%) from 2018
Net Income
Down$12,456
Down $16,660 (-57%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Nov 15, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $172,468
Mission and Program Overview
Mission
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
| Description | Grants | Expenses |
|---|---|---|
| Provided Representative Payeeship for 410 disabled adults. | $0 | $160,012 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Wendy Putka | Executive Director | FT | $49,920 | $1,307 | $51,227 |
| Jennie Dedmon | Administrative Clerk | PT | $17,352 | $1,896 | $19,248 |
| Michael Smith | Bill Payer | PT | $2,449 | - | $2,449 |
| Sandra Cummings | Board Member | - | $0 | - | - |
| David Rearick | Board Member | - | $0 | - | - |
| Candace Allegra | 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
- 2020-11-15
- Discuss with paid preparer
- No
Supplemental Narrative
Additional Explanations
Part I, line 16
“| Other Expenses:, Amount:| software, $9558.00| card fees for clients, $20796.00| payroll service fee, $1099.00| office supplies and expenses, $9332.00| meals and entertainment, $580.00| Dues and Subscriptions, $277.00| Bond and liability insurance, $17792.00| Interest, $510.00| bank charges, $1319.00|”
Part II, line 24
“| Asset Name:, BOY Amount:, EOY Amount:| computer and periph, $2856, $2856|”
Part II, line 26
“| Liabilities Name:, BOY Amount:, EOY Amount:| Credit Card, 0, $14330|”
Raw XML Appendix157 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 |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Wendy Putka |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6143524681 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 80 Longfellow Ave |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Worthington |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 43085 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 57354 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 84140 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12456 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 8181 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 60210 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 86996 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 172468 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 60210 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 72666 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 60210 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 72666 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 6169 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 34 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.05 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.05 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.05 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 17352 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 49920 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 2449 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 1896 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 1307 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jennie Dedmon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Wendy Putka |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Sandra Cummings |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | David Rearick |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Candace Allegra |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Michael Smith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Administrative Clerk |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Executive Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | board member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | board member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | bill payer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2856 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2856 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 61263 |
| 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 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/PrintingPublicationsPostageAmt | 0 | 2432 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 172468 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provided Representative Payeeship for 410 disabled adults. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 160012 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 81967 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 14330 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 160012 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 160012 |
| IRS990EZ/TotalRevenueAmt | 0 | 172468 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.payeeplus.org |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 172488 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 173236 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 126725 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 107254 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 87174 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 666877 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 666877 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 172488 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 173236 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 126725 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 107254 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 87174 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 666877 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 172488 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 173236 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 126725 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 107254 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 87174 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 666877 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Other Expenses:, Amount:| software, $9558.00| card fees for clients, $20796.00| payroll service fee, $1099.00| office supplies and expenses, $9332.00| meals and entertainment, $580.00| Dues and Subscriptions, $277.00| Bond and liability insurance, $17792.00| Interest, $510.00| bank charges, $1319.00| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Asset Name:, BOY Amount:, EOY Amount:| computer and periph, $2856, $2856| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Liabilities Name:, BOY Amount:, EOY Amount:| Credit Card, 0, $14330| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part II, line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part II, line 26 |
| ReturnHeader/BuildTS | 0 | 2021-04-22 16:20:28Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Wendy D Putka |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6143524681 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-15 |
| 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/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 162.230.200.223 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-11-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/ReturnTs | 0 | 2020-11-15T12:27:25-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $86,996
- Liabilities
- $14,330
- Net assets
- $72,666
- Revenue
- $172,468
- Expenses
- $160,012
- Net income
- $12,456