Civic Intelligence

Action Payee Services Inc.

990EZ • Fiscal year 2014 • EIN 27-2850103

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 15, 2015

Organization ProfileN/A
CO 15171 Bangy RoadLake Oswego, OR 97035

(503) 352-5349

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.87x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.81x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$23,432

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

143%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$83,554

Up $1,683 (+2.1%) from 2013

Net Assets

Up

$10,966

Up $624 (+6.0%) from 2013

Liabilities

Up

$72,588

Up $1,059 (+1.5%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin44th percentile

Revenue

Up

$89,942

Up $52,936 (+143%) from 2013

Expenses

Up

$89,318

Up $38,775 (+77%) from 2013

Net Income

Up

$624

Up $14,161 (+105%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$300K$200K$100K$0-$100KAssets 2011: $2,870Liabilities 2011: $3,924Net Assets 2011: -$1,0542011Assets 2012: $111,502Liabilities 2012: $95,032Net Assets 2012: $16,4702012Assets 2013: $81,871Liabilities 2013: $71,529Net Assets 2013: $10,3422013Assets 2014: $83,554Liabilities 2014: $72,588Net Assets 2014: $10,9662014Assets 2015: $83,354Liabilities 2015: $72,984Net Assets 2015: $10,3702015Assets 2016: $82,219Liabilities 2016: $71,769Net Assets 2016: $10,4502016Assets 2017: $83,143Liabilities 2017: $73,969Net Assets 2017: $9,1742017Assets 2018: $80,043Liabilities 2018: $73,417Net Assets 2018: $6,6262018Assets 2019: $220,739Liabilities 2019: $213,117Net Assets 2019: $7,6222019Assets 2020: $253,884Liabilities 2020: $214,491Net Assets 2020: $39,3932020Assets 2021: $235,343Liabilities 2021: $213,509Net Assets 2021: $21,8342021Assets 2022: $109,157Liabilities 2022: $82,899Net Assets 2022: $26,2582022Assets 2023: $119,404Liabilities 2023: $72,053Net Assets 2023: $47,3512023Assets 2024: $122,368Liabilities 2024: $80,944Net Assets 2024: $41,4242024Assets 2025: $111,410Liabilities 2025: $74,143Net Assets 2025: $37,2672025

Highlighted filing

2014

Assets$83,554
Liabilities$72,588
Net Assets$10,966
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $6,5752011Expenses 2012: $10,2932012Revenue 2013: $37,006Expenses 2013: $50,543Net Income 2013: -$13,5372013Revenue 2014: $89,942Expenses 2014: $89,318Net Income 2014: $6242014Revenue 2015: $113,798Expenses 2015: $114,394Net Income 2015: -$5962015Revenue 2016: $110,569Expenses 2016: $110,489Net Income 2016: $802016Revenue 2017: $128,476Expenses 2017: $129,752Net Income 2017: -$1,2762017Revenue 2018: $131,102Expenses 2018: $133,647Net Income 2018: -$2,5452018Revenue 2019: $146,914Expenses 2019: $145,918Net Income 2019: $9962019Revenue 2020: $198,251Expenses 2020: $166,483Net Income 2020: $31,7682020Revenue 2021: $186,695Expenses 2021: $204,254Net Income 2021: -$17,5592021Revenue 2022: $215,402Expenses 2022: $213,258Net Income 2022: $2,1442022Revenue 2023: $232,064Expenses 2023: $213,944Net Income 2023: $18,1202023Revenue 2024: $257,009Expenses 2024: $262,937Net Income 2024: -$5,9282024Revenue 2025: $263,529Expenses 2025: $270,222Net Income 2025: -$6,6932025

Highlighted filing

2014

Revenue$89,942
Expenses$89,318
Net Income$624
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 15, 2015
Return Version
2014v5.0
Gross Receipts
$89,942
Mission and Program Overview

Mission

Provide monthly bill payment services

Program Services

DescriptionGrantsExpenses
INCREASE GROWTH IN NUMBER OF CLIENTS SERVED AND PROVIDE FINANCIAL SECURITY-$11,098
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTY JAMESPresidentFT$23,432-$23,432
Filing and Contact Details

Filer

Filer Name
Action Payee Services Inc
EIN
27-2850103
Address
CO 15171 BANGY ROAD, LAKE OSWEGO, OR 97035

Signing Officer

Name
Patty James
Title
President
Phone
5036355444
Signed
2015-09-15
Discuss with paid preparer
No

Preparer

Firm
Ronald A Neve CPA PC
Address
15171 Bangy Road No 12, Lake Oswego, OR 97035
Preparer
Ronald A Neve CPA
Phone
5036355444
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountauto 2,650bank fees 442licenses and permit 75client purchase 147donation 284housing 50insurance 626meals and entertainment 139office furniture 80office supplies 4,397parking 21personal expenses (135)rental equipment 481telephone & internet 3,494”

Description of other assets Part II line 24

“Category beginning of year end of yearprepaid expenses 2,304 2,304”

Description of total liabilities Part II line 26

“Category beginning of year end of yearamerican express credit card 0 1,009client trust accounts 71,529 71,529notes payable - patty james 0 50”

Raw XML Appendix128 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/PersonNm0PATTY JAMES
IRS990EZ/BooksInCareOfDetail/PhoneNum05033525349
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013755 SW 116TH PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077152
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0624
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02781
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081871
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083554
IRS990EZ/GrossReceiptsAmt089942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt02831
IRS990EZ/LandAndBuildingsGrp/EOYAmt04098
IRS990EZ/LoansToFromOfficersAmt050
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010966
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010966
IRS990EZ/OccupancyRentUtltsAndMaintAmt02761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt023432
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATTY JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02304
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02304
IRS990EZ/OtherExpensesTotalAmt012751
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MONTHLY BILL PAYMENT SERVICES
IRS990EZ/PrintingPublicationsPostageAmt04172
IRS990EZ/ProgramServiceRevenueAmt089942
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INCREASE GROWTH IN NUMBER OF CLIENTS SERVED AND PROVIDE FINANCIAL SECURITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011098
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt066853
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt071529
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt072588
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089318
IRS990EZ/TotalProgramServiceExpensesAmt011098
IRS990EZ/TotalRevenueAmt089942
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt089942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0126747
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0126747
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036805
IRS990ScheduleA/Total509Grp/TotalAmt0126747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0126747
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt050
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO REIMBURSE EMPLOYE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt050
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0PATTY JAMES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTAUTO 2,650BANK FEES 442LICENSES AND PERMIT 75CLIENT PURCHASE 147DONATION 284HOUSING 50INSURANCE 626MEALS AND ENTERTAINMENT 139OFFICE FURNITURE 80OFFICE SUPPLIES 4,397PARKING 21PERSONAL EXPENSES (135)RENTAL EQUIPMENT 481TELEPHONE & INTERNET 3,494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARPREPAID EXPENSES 2,304 2,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARAMERICAN EXPRESS CREDIT CARD 0 1,009CLIENT TRUST ACCOUNTS 71,529 71,529NOTES PAYABLE - PATTY JAMES 0 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036355444
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACTION PAYEE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0ACTI
ReturnHeader/Filer/EIN0272850103
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO 15171 BANGY ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930609397
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald A Neve CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015171 Bangy Road No 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Oswego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036355444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald A Neve CPA
ReturnHeader/ReturnTs02015-09-15T14:26:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,554
Liabilities
$72,588
Net assets
$10,966
Revenue
$89,942
Expenses
$89,318
Net income
$624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.74$0.37$2.64$2.70$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.81$0.41$2.57$2.63$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.72$0.47$2.32$2.14$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.83$0.26$2.15$2.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.35$2.14$0.22$1.87$2.04$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.54$2.14$0.39$1.98$1.66$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.21$2.13$0.08$1.47$1.46$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.73$0.07$1.31$1.34$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.74$0.09$1.28$1.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.72$0.10$1.11$1.10$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.73$0.10$1.14$1.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.73$0.11$0.90$0.89$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.82$0.72$0.10$0.37$0.51$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.95$0.16$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.04$0.01$0.07