Civic Intelligence

Payee Resource Inc

990EZ • Fiscal year 2020 • EIN 42-1628091

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization ProfileWWW.PAYEERESOURCEINC.COM
PO Box 100Mason, MI 48854

(517) 507-7784

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

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

2020 filings • 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.

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

Net Margin

32nd percentile

-6.0%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

84th percentile

$22,326

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$147,198

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

Net Assets

Down

-$292

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

Liabilities

Down

$147,490

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

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin32nd 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

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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 Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Gross Receipts
$62,273
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 Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMI ROUSEDirectortreasurerFT$22,326-$22,326
SARAH DENNINGSSecretarydirector-$1,800-$1,800
GARY BROYLESPresidentdirector-$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
5175077784
Signed
2021-05-10
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 expenses Part I line 16

“Description amountannual software, fax svcs 714insurance 1,088license fees and permits 20bank fee 9office supplies 1,529payroll taxes 3,841telephone 361rent 5,054internet 437contract help 400”

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 307,221 134,384accounts payable 1,148 12,465outstanding checks 642 641”

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
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/PhoneNum05175077784
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MASON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048854
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0308220
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3738
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0312457
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147198
IRS990EZ/GrossReceiptsAmt062273
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-292
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-292
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt022326
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21800
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/OtherExpensesTotalAmt013453
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENTATIVE PAYEE AGENCY
IRS990EZ/PrintingPublicationsPostageAmt03658
IRS990EZ/ProgramServiceRevenueAmt062273
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/SalariesOtherCompEmplBnftAmt048900
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0309011
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0147490
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066011
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt062273
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 AMOUNTANNUAL SOFTWARE, FAX SVCS 714INSURANCE 1,088LICENSE FEES AND PERMITS 20BANK FEE 9OFFICE SUPPLIES 1,529PAYROLL TAXES 3,841TELEPHONE 361RENT 5,054INTERNET 437CONTRACT HELP 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEAREQUIPMENT 4,237 4,237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCLIENT FUNDS 307,221 134,384ACCOUNTS PAYABLE 1,148 12,465OUTSTANDING CHECKS 642 641
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMI ROUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05175077784
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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/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/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Schlattman CPA
ReturnHeader/ReturnTs02021-05-10T19:34:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROUSE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2020Detailed filing. Detailed filing data is available for this year.$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