Liabilities / Assets
94th percentile
Higher debt load relative to assets than 94% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.99x
Liabilities / Revenue
98th percentile
Higher debt load relative to revenue than 98% of similar nonprofits.
Net Margin
31st percentile
Higher net margin than 31% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 23.9% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Balance Sheet
Assets
Up$306,771
Up $15,586 (+5.4%) from 2017
Net Assets
Down$4,077
Down $5,967 (-59%) from 2017
Liabilities
Up$302,694
Up $21,553 (+7.7%) from 2017
Revenue And Expenses
Revenue
Down$100,726
Down $4,631 (-4.4%) from 2017
Expenses
Up$105,513
Up $191 (+0.2%) from 2017
Net Income
Down-$4,787
Down $4,822 (-13777%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2017 to Sep 30, 2018
- Signed
- Oct 2, 2019
- Return Version
- 2017v2.2
- Gross Receipts
- $101,390
Mission and Program Overview
Mission
Representative payee and trustee service
Program Services
| Description | Grants | Expenses |
|---|---|---|
| REPRESENTATIVE PAYEE AND TRUSTEE SERVICE FOR OVER 200 SOCIAL SECURITY ADMINISTRATION CLAIMANTS WHO ARE DETERMINED BY SSA TO BE UNABLE TO HANDLE THEIR OWN FINANCIAL BENEFITS | - | $105,514 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| NADIA FUDIM | President | FT | $24,067 | - | $24,067 |
| KELLY KOOPMAN | Board Member | - | $0 | - | - |
| ILYA FUDIM | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- On the Budget
- EIN
- 45-3325263
- Address
- 14845 SW MURRAY SCHOLLS DR PMB 333, BEAVERTON, OR 97007
Signing Officer
- Name
- Nadia Fudim
- Title
- President
- Phone
- 9712276294
- Signed
- 2019-10-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bruce R Tabor CPA PC
- Address
- 7501 SW Findlay Rd, Durham, OR 97224
- Preparer
- Bruce R Tabor
- Phone
- 5035981011
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description amountdepreciation from 4562 2,088parking 9returned fees 3,664client service expenses 356advertising and promotion 299mileage reimbursment 3,845bank fees 63cleaning 610internet 2,136gifts 997insurance 4,171meals 1,230office supplies 2,691outside service 681payroll tax 5,732repairs ans maint 101security 705small equipment 1,991supplies 2,455taxes 275telephone 2,907payroll expenses 3,055”
Other changes in net assets or fund balances Part I line 20
“Description amountlate filing penalty (1,180)”
Description of other assets Part II line 24
“Category beginning of year end of yearaccounts receivable 500 500client trust accounts 281,140 298,000furniture and equipment 4,887 6,098loan to director 85 86”
Description of total liabilities Part II line 26
“Category beginning of year end of yearclient trust accounts 281,140 298,000accrued wages 0 3,795accrued payroll taxes 0 899”
Raw XML Appendix145 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | NADIA FUDIM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9712276294 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 14845 SW MURRAY SCHOLLS DR STE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BEAVERTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97007 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 4572 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 2087 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 664 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4787 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1100 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 291184 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 306771 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -664 |
| IRS990EZ/GrossReceiptsAmt | 0 | 101390 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LoansToFromOfficersAmt | 0 | 86 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | true |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 10044 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 4077 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 10044 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 4077 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 3176 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 49.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 24067 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | NADIA FUDIM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KELLY KOOPMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ILYA FUDIM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 286612 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 304684 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -1180 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 40061 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | REPRESENTATIVE PAYEE AND TRUSTEE SERVICE |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1344 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 101390 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | REPRESENTATIVE PAYEE AND TRUSTEE SERVICE FOR OVER 200 SOCIAL SECURITY ADMINISTRATION CLAIMANTS WHO ARE DETERMINED BY SSA TO BE UNABLE TO HANDLE THEIR OWN FINANCIAL BENEFITS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 105514 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 59832 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 281140 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 302694 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 105513 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 105514 |
| IRS990EZ/TotalRevenueAmt | 0 | 100726 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.ONTHEBUDGET.ORG |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PrivateFoundation509Ind | 0 | X |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 86 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | true |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | true |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | EXP FOR REIMBURSEM |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 85 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | NADIA FUDIM |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt | 0 | DIRECTOR |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | true |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 86 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTDEPRECIATION FROM 4562 2,088PARKING 9RETURNED FEES 3,664CLIENT SERVICE EXPENSES 356ADVERTISING AND PROMOTION 299MILEAGE REIMBURSMENT 3,845BANK FEES 63CLEANING 610INTERNET 2,136GIFTS 997INSURANCE 4,171MEALS 1,230OFFICE SUPPLIES 2,691OUTSIDE SERVICE 681PAYROLL TAX 5,732REPAIRS ANS MAINT 101SECURITY 705SMALL EQUIPMENT 1,991SUPPLIES 2,455TAXES 275TELEPHONE 2,907PAYROLL EXPENSES 3,055 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTLATE FILING PENALTY (1,180) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 500 500CLIENT TRUST ACCOUNTS 281,140 298,000FURNITURE AND EQUIPMENT 4,887 6,098LOAN TO DIRECTOR 85 86 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CATEGORY BEGINNING OF YEAR END OF YEARCLIENT TRUST ACCOUNTS 281,140 298,000ACCRUED WAGES 0 3,795ACCRUED PAYROLL TAXES 0 899 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | NADIA FUDIM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9712276294 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-10-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ON THE BUDGET |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ONTH |
| ReturnHeader/Filer/EIN | 0 | 453325263 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 14845 SW MURRAY SCHOLLS DR PMB 333 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BEAVERTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97007 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B867FAC08E8F9D78F7CE8761893883AFD04AE594 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B867FAC08E8F9D78F7CE8761893883AFD04AE594 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 9314962019301rz4q2ea |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2019-10-28 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 74.93.188.102 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-10-28 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 17:45:50 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 930695984 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Bruce R Tabor CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7501 SW Findlay Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Durham |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97224 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5035981011 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRUCE R TABOR |
| ReturnHeader/ReturnTs | 0 | 2019-10-21T14:01:43-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-09-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $306,771
- Liabilities
- $302,694
- Net assets
- $4,077
- Revenue
- $100,726
- Expenses
- $105,513
- Net income
- -$4,787