Civic Intelligence

Action Payee Services Inc.

990EZ • Fiscal year 2017 • EIN 27-2850103

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 30, 2018

PO Box 23847Tigard, OR 97281

(503) 352-5349

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.89x

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

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

Liabilities / Revenue

93rd percentile

0.58x

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

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

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$15,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

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

Asset Growth

48th percentile

1.1%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

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

Assets

Up

$83,143

Up $924 (+1.1%) from 2016

Net Assets

Down

$9,174

Down $1,276 (-12%) from 2016

Liabilities

Up

$73,969

Up $2,200 (+3.1%) from 2016

Revenue

Up

$128,476

Up $17,907 (+16%) from 2016

Expenses

Up

$129,752

Up $19,263 (+17%) from 2016

Net Income

Down

-$1,276

Down $1,356 (-1695%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$83,143
Liabilities$73,969
Net Assets$9,174

Operations Trend

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

2017

Revenue$128,476
Expenses$129,752
Net Income-$1,276
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 30, 2018
Return Version
2017v2.3
Gross Receipts
$128,476
Mission and Program Overview

Mission

Provide monthly bill payment services

Program Services

DescriptionGrantsExpenses
INCREASE GROWTH IN NUMBER OF CLIENTS SERVED AND PROVIDE FINANCIAL SECURITY.-$13,849
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTY JAMESSeceretary-TFT$15,500-$15,500
Filing and Contact Details

Filer

Filer Name
Action Payee Services Inc
EIN
27-2850103
Phone
5033525349
Address
PO BOX 23847, TIGARD, OR 97281

Signing Officer

Name
Patty James
Title
Seceretary-treasurer
Phone
5033525349
Signed
2018-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Lovett & Corzatt LLC
Address
5933 NE WIN SIVERS STE 102, PORTLAND, OR 97220-9056
Preparer
Timothy a Downing
Phone
5032579611
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Client reimburse 475 cash rewards 142 total 617

Form 990-ez, Part I, Line 16

Expenses office supplies 6,885 dues & subscriptions 633 bank fees 1,290 licenses and permits 225 client purchases 296 meals and entertainment 745 misc business exp 266 donation 2,191 auto 1,318 travel 13 parking 2 insurance 699 non-investment depreciation 2,190 total 16,753

Form 990-ez, Part II, Line 24

9,379 10,336 less accumulated depreciation 5,571 7,761 prepaid expenses 2,304 2,304 total 6,112 4,879

Form 990-ez, Part II, Line 26

American express credit card 190 2,390 client trust account 71,529 71,529 mortgage and other notes payable 50 50

Raw XML Appendix141 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/AddressChangeInd0X
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/BOYAmt076107
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1276
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02663
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083143
IRS990EZ/GrossReceiptsAmt0128476
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010450
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09174
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010450
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09174
IRS990EZ/OccupancyRentUtltsAndMaintAmt013851
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt015500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATTY JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECERETARY-T
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06112
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04879
IRS990EZ/OtherExpensesTotalAmt016753
IRS990EZ/OtherRevenueTotalAmt0617
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MONTHLY BILL PAYMENT SERVICES
IRS990EZ/PrintingPublicationsPostageAmt05610
IRS990EZ/ProgramServiceRevenueAmt0127859
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INCREASE GROWTH IN NUMBER OF CLIENTS SERVED AND PROVIDE FINANCIAL SECURITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013849
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt090875
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt071769
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt073969
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0129752
IRS990EZ/TotalProgramServiceExpensesAmt013849
IRS990EZ/TotalRevenueAmt0128476
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0109802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0113798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0350347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0127859
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0127859
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt0109569
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0109569
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81360
IRS990ScheduleA/PublicSupportPY509Pct00.76180
IRS990ScheduleA/PublicSupportTotal509Amt0478206
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036805
IRS990ScheduleA/Total509Grp/TotalAmt0478206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0219371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036805
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0587775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLIENT REIMBURSE 475 CASH REWARDS 142 TOTAL 617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 6,885 DUES & SUBSCRIPTIONS 633 BANK FEES 1,290 LICENSES AND PERMITS 225 CLIENT PURCHASES 296 MEALS AND ENTERTAINMENT 745 MISC BUSINESS EXP 266 DONATION 2,191 AUTO 1,318 TRAVEL 13 PARKING 2 INSURANCE 699 NON-INVESTMENT DEPRECIATION 2,190 TOTAL 16,753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29,379 10,336 LESS ACCUMULATED DEPRECIATION 5,571 7,761 PREPAID EXPENSES 2,304 2,304 TOTAL 6,112 4,879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AMERICAN EXPRESS CREDIT CARD 190 2,390 CLIENT TRUST ACCOUNT 71,529 71,529 MORTGAGE AND OTHER NOTES PAYABLE 50 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECERETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05033525349
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACTION PAYEE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0ACTI
ReturnHeader/Filer/EIN0272850103
ReturnHeader/Filer/PhoneNum05033525349
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 23847
ReturnHeader/Filer/USAddress/CityNm0TIGARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097281
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId067230CC400BB23F1FE92A45E7CEEFAE9C7197272
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02BB43AEE8ECB028342196DB202AC42AC85FDA7E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-04-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:14:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464221909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOVETT & CORZATT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05933 NE WIN SIVERS STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972209056
ReturnHeader/PreparerPersonGrp/PhoneNum05032579611
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY A DOWNING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-13T16:14:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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