Civic Intelligence

Payee Resource Inc

EIN 42-1628091 • 501(c)3 • Mason, MI

Profile

Social Security Organizational Representative Payee for the disabled

PO Box 100Mason, MI 48854

www.payeeresourceinc.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

2.37x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

35th percentile

-6.0%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$22,326

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-53%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-19%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$147,198

Down $165,259 (-53%) from 2019

Liabilities

Down

$147,490

Down $161,521 (-52%) from 2019

Net Assets

Down

-$292

Down $3,738 (-108%) from 2019

Operations
Liabilities / Revenue97th percentileNet Margin35th percentile

Revenue

Down

$62,273

Down $14,992 (-19%) from 2019

Expenses

Down

$66,011

Down $9,897 (-13%) from 2019

Net Income

Down

-$3,738

Down $5,095 (-375%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2011: $188,151Liabilities 2011: $184,315Net Assets 2011: $3,8362011Assets 2012: $475,207Liabilities 2012: $473,134Net Assets 2012: $2,0732012Assets 2013: $500,027Liabilities 2013: $497,029Net Assets 2013: $2,9982013Assets 2014: $418,280Liabilities 2014: $415,329Net Assets 2014: $2,9512014Assets 2015: $520,085Liabilities 2015: $520,498Net Assets 2015: -$4132015Assets 2016: $427,325Liabilities 2016: $424,300Net Assets 2016: $3,0252016Assets 2017: $350,586Liabilities 2017: $348,567Net Assets 2017: $2,0192017Assets 2018: $344,022Liabilities 2018: $341,933Net Assets 2018: $2,0892018Assets 2019: $312,457Liabilities 2019: $309,011Net Assets 2019: $3,4462019Assets 2020: $147,198Liabilities 2020: $147,490Net Assets 2020: -$2922020

Highlighted filing

2020

Assets$147,198
Liabilities$147,490
Net Assets-$292
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $92,121Expenses 2011: $90,378Net Income 2011: $1,7432011Revenue 2012: $106,349Expenses 2012: $108,112Net Income 2012: -$1,7632012Revenue 2013: $95,109Expenses 2013: $94,728Net Income 2013: $3812013Revenue 2014: $93,227Expenses 2014: $93,274Net Income 2014: -$472014Revenue 2015: $92,077Expenses 2015: $92,184Net Income 2015: -$1072015Revenue 2016: $91,456Expenses 2016: $91,058Net Income 2016: $3982016Revenue 2017: $85,607Expenses 2017: $86,613Net Income 2017: -$1,0062017Revenue 2018: $80,219Expenses 2018: $80,149Net Income 2018: $702018Revenue 2019: $77,265Expenses 2019: $75,908Net Income 2019: $1,3572019Revenue 2020: $62,273Expenses 2020: $66,011Net Income 2020: -$3,7382020

Highlighted filing

2020

Revenue$62,273
Expenses$66,011
Net Income-$3,738
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$147,198
Liabilities
$147,490
Net assets
-$292
Revenue
$62,273
Expenses
$66,011
Net income
-$3,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.47$0.00$0.62$0.66$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.12$3.09$0.03$0.77$0.76$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$3.42$0.02$0.80$0.80$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$3.49$0.02$0.86$0.87$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$4.24$0.03$0.91$0.91$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$5.20$0.00$0.92$0.92$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.18$4.15$0.03$0.93$0.93$0.00
2013Detailed filing. Detailed filing data is available for this year.$5.00$4.97$0.03$0.95$0.95$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$4.73$0.02$1.06$1.08$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$1.84$0.04$0.92$0.90$0.02
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.1
Gross Receipts
$77,265
Mission and Program Overview

Mission

Representative payee agency

Program Services

DescriptionGrantsExpenses
PROVIDING REPRESENTATIVE PAYEE SERVICES FOR CLIENTS UNABLE TO MANAGE THEIR OWN RESOURCES. ADVOCACY SERVICES FOR LOW INCOME INDIVIDUALS. AVERAGE 175 CLIENTS--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMI ROUSEDirectortreasurerFT$0--
GARY BROYLESPresidentdirector-$0--
SARAH DENNINGSSecretarydirectorFT$0--
Filing and Contact Details

Filer

Filer Name
Payee Resource Inc
EIN
42-1628091
Address
PO BOX 100, MASON, MI 48854

Signing Officer

Name
Tami Rouse
Title
Director
Phone
5172441191
Signed
2020-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Daniel J Schlattman CPA PC
Address
344 S Jefferson St, Mason, MI 48854
Preparer
Daniel J Schlattman CPA
Phone
5176764253
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountcata 269”

Description of other expenses Part I line 16

“Description amountannual software, fax svcs 454insurance 1,201license fees and permits 75bank fee 47office supplies 1,969payroll taxes 4,615telephone 100”

Description of other assets Part II line 24

“Category beginning of year end of yearequipment 4,237 4,237”

Description of total liabilities Part II line 26

“Category beginning of year end of yearclient funds 339,599 307,221accounts payable 2,334 1,148outstanding checks 0 642”

Raw XML Appendix137 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0TAMI ROUSE
CompensationExplanation/CompensationExplanationGrp/PersonNm1GARY BROYLES
CompensationExplanation/CompensationExplanationGrp/PersonNm2SARAH DENNINGS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0FULL TIME EMPLOYEE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NETWORK MONITORING AND COMPUTER REPAIR
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2FULL TIME EMPLOYEE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TAMI ROUSE
IRS990EZ/BooksInCareOfDetail/PhoneNum05172441191
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04180 KELLER RD SUITE D
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048842
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0339785
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0308220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01357
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0344022
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0312457
IRS990EZ/GrossReceiptsAmt077265
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02089
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03446
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02089
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMI ROUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY BROYLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH DENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTORTREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENTDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARYDIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04237
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04237
IRS990EZ/OtherExpensesTotalAmt08461
IRS990EZ/OtherRevenueTotalAmt0269
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENTATIVE PAYEE AGENCY
IRS990EZ/PrintingPublicationsPostageAmt05191
IRS990EZ/ProgramServiceRevenueAmt076996
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING REPRESENTATIVE PAYEE SERVICES FOR CLIENTS UNABLE TO MANAGE THEIR OWN RESOURCES. ADVOCACY SERVICES FOR LOW INCOME INDIVIDUALS. AVERAGE 175 CLIENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt062256
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0341933
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0309011
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075908
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt077265
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PAYEERESOURCEINC.COM
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCATA 269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTANNUAL SOFTWARE, FAX SVCS 454INSURANCE 1,201LICENSE FEES AND PERMITS 75BANK FEE 47OFFICE SUPPLIES 1,969PAYROLL TAXES 4,615TELEPHONE 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEAREQUIPMENT 4,237 4,237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARCLIENT FUNDS 339,599 307,221ACCOUNTS PAYABLE 2,334 1,148OUTSTANDING CHECKS 0 642
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMI ROUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05172441191
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAYEE RESOURCE INC
ReturnHeader/Filer/BusinessNameControlTxt0PAYE
ReturnHeader/Filer/EIN0421628091
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 100
ReturnHeader/Filer/USAddress/CityNm0MASON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048854
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DEC1B8079A99807661ECC750211451AD2EE5C825
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DEC1B8079A99807661ECC750211451AD2EE5C825
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03827452020121amggrfr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.179.124.65
ReturnHeader/FilingSecurityInformation/IPDt02020-04-30
ReturnHeader/FilingSecurityInformation/IPTm017:57:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382910819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel J Schlattman CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0344 S Jefferson St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mason
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048854
ReturnHeader/PreparerPersonGrp/PhoneNum05176764253
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Schlattman CPA
ReturnHeader/ReturnTs02020-04-30T17:56:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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