Civic Intelligence

D & L Representative Payee Services

990EZ • Fiscal year 2014 • EIN 27-3115431

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 20, 2015

Organization ProfileN/A
414 West Grand BlvdCorona, CA 92878

(626) 869-6565

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$26,756

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 37.0% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$1,188

No earlier filing loaded for comparison.

Net Assets

$1,188

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

$72,399

No earlier filing loaded for comparison.

Expenses

$71,211

No earlier filing loaded for comparison.

Net Income

$1,188

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2014: $1,188Net Assets 2014: $1,1882014Assets 2015: $2,397Net Assets 2015: $2,3972015Assets 2016: $3,774Net Assets 2016: $3,7742016Assets 2017: $3,288Net Assets 2017: $3,2882017Assets 2018: $3,865Net Assets 2018: $3,8652018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$1,188
Liabilities-
Net Assets$1,188
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2014: $72,399Expenses 2014: $71,211Net Income 2014: $1,1882014Revenue 2015: $93,365Expenses 2015: $92,156Net Income 2015: $1,2092015Revenue 2016: $88,884Expenses 2016: $87,507Net Income 2016: $1,3772016Revenue 2017: $74,291Expenses 2017: $74,777Net Income 2017: -$4862017Revenue 2018: $31,167Expenses 2018: $30,590Net Income 2018: $5772018Revenue 2019: $10,614Expenses 2019: $14,479Net Income 2019: -$3,8652019

Highlighted filing

2014

Revenue$72,399
Expenses$71,211
Net Income$1,188
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 20, 2015
Return Version
2014v5.0
Gross Receipts
$72,399
Mission and Program Overview

Mission

Providing representative payee services as an organizational representative payee sanctioned by the Social Security Administration. We provide financial management services to thoes receiving social secutiy benefits who are unable to manage or direct the management of their benefits that do not have a willing or capable family member or friend.

Program Services

DescriptionGrantsExpenses
Providing representative payee services as an organizational representative payee sanctioned by the Social Security Administration. We provide financial management services to thoes receiving social secutiy benefits who are unable to manage or direct the management of their benefits that do not have a willing or capable family member or friend.$71,211-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edwina L DaonaldsonPresidentFT$26,756-$26,756
Paul D LovetteVice PresidentFT$26,756-$26,756
Filing and Contact Details

Filer

Filer Name
D&L Representative Payee Services
EIN
27-3115431
Phone
6268696565
Address
414 West Grand Blvd, Corona, CA 92878

Signing Officer

Name
Paul D Lovette
Title
Vice President
Signed
2015-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Kimberly Arriaga EA
Address
6453 Jasper St, Alta Loma, CA 91701
Preparer
Kimberly Arriaga EA
Phone
9515512631
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $652”

Other Expenses.1003

“Information Technology $2427”

Other Expenses.1007

“Conferences, Conventions, and Meetings $600”

Other Expenses.1012

“Insurance $1944”

Other Expenses.1

“Bank Expenses $1184”

Other Expenses.2

“Misc $282”

Other Expenses.3

“Business Expenses $230”

Raw XML Appendix132 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/PersonNm0Paul D Lovette
IRS990EZ/BooksInCareOfDetail/PhoneNum09512543032
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03149 Windhaven Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Corona
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092882
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01188
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01188
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0451
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01188
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt072399
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01188
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01188
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt026756
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt126756
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Edwina L Daonaldson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paul D Lovette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing representative payee services as an organizational representative payee sanctioned by the Social Security Administration. We provide financial management services to thoes receiving social secutiy benefits who are unable to manage or direct the management of their benefits that do not have a willing or capable family member or friend.
IRS990EZ/ProgramServiceRevenueAmt072399
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing representative payee services as an organizational representative payee sanctioned by the Social Security Administration. We provide financial management services to thoes receiving social secutiy benefits who are unable to manage or direct the management of their benefits that do not have a willing or capable family member or friend.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt071211
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt063441
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071211
IRS990EZ/TotalProgramServiceExpensesAmt071211
IRS990EZ/TotalRevenueAmt072399
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt072399
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt072399
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072399
IRS990ScheduleA/Total509Grp/TotalAmt072399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072399
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $2427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Expenses $1184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Business Expenses $230
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul D Lovette
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D&L Representative Payee Services
ReturnHeader/Filer/BusinessNameControlTxt0D&LR
ReturnHeader/Filer/EIN0273115431
ReturnHeader/Filer/PhoneNum06268696565
ReturnHeader/Filer/USAddress/AddressLine1Txt0414 West Grand Blvd
ReturnHeader/Filer/USAddress/CityNm0Corona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kimberly Arriaga EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06453 Jasper St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alta Loma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091701
ReturnHeader/PreparerPersonGrp/PhoneNum09515512631
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly Arriaga EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-20T13:25:00-07:00
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
$1,188
Liabilities
-
Net assets
$1,188
Revenue
$72,399
Expenses
$71,211
Net income
$1,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$10.6$14.5$3.87
2018Detailed filing. Detailed filing data is available for this year.$3.87$3.87$31.2$30.6$0.58
2017Detailed filing. Detailed filing data is available for this year.$3.29$3.29$74.3$74.8$0.49
2016Detailed filing. Detailed filing data is available for this year.$3.77$3.77$88.9$87.5$1.38
2015Detailed filing. Detailed filing data is available for this year.$2.40$2.40$93.4$92.2$1.21
2014Detailed filing. Detailed filing data is available for this year.$1.19$1.19$72.4$71.2$1.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits