Liabilities / Assets
57th percentile
Higher debt load relative to assets than 57% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Higher debt load relative to revenue than 56% of similar nonprofits.
Net Margin
55th percentile
Higher net margin than 55% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 29.1% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
66th percentile
Faster revenue growth than 66% of similar nonprofits.
Balance Sheet
Assets
Up$87,420
Up $424 (+0.5%) from 2019
Net Assets
Up$87,283
Up $14,617 (+20%) from 2019
Liabilities
Down$137
Down $14,193 (-99%) from 2019
Revenue And Expenses
Revenue
Up$175,670
Up $3,202 (+1.9%) from 2019
Expenses
Up$161,053
Up $1,041 (+0.7%) from 2019
Net Income
Up$14,617
Up $2,161 (+17%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Nov 9, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $175,670
Mission and Program Overview
Mission
Payee Plus provides Organizational Representative Payee services for individuals receiving Social Security or other government benefits. These individuals are disabled and are required by the SSA or other government entities to have a payee. 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.
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| We managed government benefits for 350 developmentally disabled adults. | $0 | $161,053 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Wendy Putka | Executive Director | FT | $51,108 | - | $51,108 |
| Jennie Dedmon | Administrative Clerk | FT | $20,258 | - | $20,258 |
| Michael Smith | Assistant Administrative Clerk | PT | $2,267 | - | $2,267 |
| Sandra Cummings | Board Chair | - | $0 | - | - |
| David Rearick | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Payee Plus
- EIN
- 27-2682973
- In Care Of
- % Wendy D Putka
- Address
- PO Box 203, Worthington, OH 43085
Signing Officer
- Name
- Wendy D Putka
- Title
- Executive Director
- Signed
- 2021-11-09
- Discuss with paid preparer
- No
Supplemental Narrative
Additional Explanations
Part I, line 16
“| Other Expenses:, Amount:| Telecommunications, $2238.00| shredding, $507.00| website hosting, $167.00| payroll services fees, $1264.00| client card fees, $21938.00| accounting fees, $4788.00| computer back up and maintenance, $5224.00| meals and entertainment, $145.00| Bond and Liability insurance, $19288.00| bank service charges, $1687.00| Office Expenses-supplies check stock ink peripherals,, $18255.00| Dues and Subscriptions, $565.00|”
Part II, line 26
“| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $14330, $137|”
Raw XML Appendix142 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/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 |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 87420 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 14617 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 86996 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 87420 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 175670 |
| 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 | 72666 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 87283 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 72666 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 87283 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1476 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 60 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 35 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.05 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.05 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 20258 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 2267 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| 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/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Wendy Putka |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Jennie Dedmon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Michael Smith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Sandra Cummings |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | David Rearick |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Executive Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Administrative Clerk |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Assistant Administrative Clerk |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Board Member |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 76066 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2190 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 175670 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | We managed government benefits for 350 developmentally disabled adults. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 161053 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 81321 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 14330 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 137 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 161053 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 161053 |
| IRS990EZ/TotalRevenueAmt | 0 | 175670 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.payeeplus.org |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 175670 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 172488 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 173236 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 126725 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 107254 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 755373 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 1.00 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 755373 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 175670 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 172488 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 173236 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 126725 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 107254 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 755373 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 175670 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 172488 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 173236 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 126725 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 107254 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 755373 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Other Expenses:, Amount:| Telecommunications, $2238.00| shredding, $507.00| website hosting, $167.00| payroll services fees, $1264.00| client card fees, $21938.00| accounting fees, $4788.00| computer back up and maintenance, $5224.00| meals and entertainment, $145.00| Bond and Liability insurance, $19288.00| bank service charges, $1687.00| Office Expenses-supplies check stock ink peripherals,, $18255.00| Dues and Subscriptions, $565.00| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $14330, $137| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part II, line 26 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Wendy D Putka |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PAYEE PLUS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PAYE |
| ReturnHeader/Filer/EIN | 0 | 272682973 |
| ReturnHeader/Filer/ForeignPhoneNum | 0 | 6143524681 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Wendy D Putka |
| 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 | 2021-11-09T13:44:02-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $87,420
- Liabilities
- $137
- Net assets
- $87,283
- Revenue
- $175,670
- Expenses
- $161,053
- Net income
- $14,617