Civic Intelligence

Payee Plus

990EZ • Fiscal year 2021 • EIN 27-2682973

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 17, 2022

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

67th percentile

22%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$51,768

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 31.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

42%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-5.5%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$124,410

Up $36,990 (+42%) from 2020

Net Assets

Up

$124,410

Up $37,127 (+43%) from 2020

Liabilities

Down

$0

Down $137 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin67th percentile

Revenue

Down

$166,005

Down $9,665 (-5.5%) from 2020

Expenses

Down

$128,878

Down $32,175 (-20%) from 2020

Net Income

Up

$37,127

Up $22,510 (+154%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2021

Assets$124,410
Liabilities$0
Net Assets$124,410
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$166,005
Expenses$128,878
Net Income$37,127
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 17, 2022
Return Version
2021v4.0
Gross Receipts
$166,005
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.

Program Services

DescriptionGrantsExpenses
We managed government benefits for 350 developmentally disabled adults.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy PutkaExecutive DirectorFT$51,768-$51,768
Jennie DedmonAdministrative ClerkFT$19,932-$19,932
Michael SmithAssistant Administrative ClerkPT$1,013-$1,013
Sandra CummingsBoard Chair-$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
2022-10-17
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| bank charges, $1199.00| computer maintenance and back up, $5787.00| accounting, $2600.00| professional charges, $425.00| card fees for clients, $28321.00| food and entertainment, $124.00| payroll fee, $1180.00| website and email hosting fees, $143.00| insurance, $2021.00| legal documents, $66.00|”

Part II, line 26

“| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $137, 0|”

Raw XML Appendix133 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 Putka
IRS990EZ/BooksInCareOfDetail/PhoneNum06143524681
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt080 Longfellow Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Worthington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087420
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037127
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087420
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124410
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0166005
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124410
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087283
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124410
IRS990EZ/OccupancyRentUtltsAndMaintAmt04625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt135
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt051768
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt119932
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Wendy Putka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennie Dedmon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sandra Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Administrative Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Assistant Administrative Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041866
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Payee 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/PrintingPublicationsPostageAmt02010
IRS990EZ/ProgramServiceRevenueAmt0166005
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We managed government benefits for 350 developmentally disabled adults.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt080377
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0137
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0128878
IRS990EZ/TotalRevenueAmt0166005
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.payeeplus.org
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0175670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0175670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0172488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0173236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0126725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0823789
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct00.00
IRS990ScheduleA/PublicSupportTotal509Amt0823789
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0175670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0175670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0172488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0173236
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0126725
IRS990ScheduleA/Total509Grp/TotalAmt0823789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0175670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0175670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0172488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0173236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0126725
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0823789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| bank charges, $1199.00| computer maintenance and back up, $5787.00| accounting, $2600.00| professional charges, $425.00| card fees for clients, $28321.00| food and entertainment, $124.00| payroll fee, $1180.00| website and email hosting fees, $143.00| insurance, $2021.00| legal documents, $66.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $137, 0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy D Putka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAYEE PLUS
ReturnHeader/Filer/BusinessNameControlTxt0PAYE
ReturnHeader/Filer/EIN0272682973
ReturnHeader/Filer/ForeignPhoneNum06143524681
ReturnHeader/Filer/InCareOfNm0% Wendy D Putka
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 203
ReturnHeader/Filer/USAddress/CityNm0Worthington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043085
ReturnHeader/ReturnTs02022-10-17T07:21:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,410
Liabilities
$0
Net assets
$124,410
Revenue
$166,005
Expenses
$128,878
Net income
$37,127
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
2021Detailed filing. Detailed filing data is available for this year.$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
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