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.
0.94x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 30.7% of source-year revenue.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
28th percentile
Faster revenue growth than 28% of similar nonprofits.
Balance Sheet
Assets
Down$169,075
Down $137,696 (-45%) from 2018
Net Assets
Up$10,584
Up $6,507 (+160%) from 2018
Liabilities
Down$158,491
Down $144,203 (-48%) from 2018
Revenue And Expenses
Revenue
Down$85,245
Down $15,481 (-15%) from 2018
Expenses
Down$78,738
Down $26,775 (-25%) from 2018
Net Income
Up$6,507
Up $11,294 (+236%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2018 to Sep 30, 2019
- Signed
- Nov 15, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $85,245
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 | - | $78,752 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| NADIA FUDIM | President | FT | $26,172 | - | $26,172 |
| 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
- 2019-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bruce R Tabor CPA PC
- Address
- 7501 SW Findlay Rd, Durham, OR 97224
- Preparer
- Mark Tabor Ea Ltc
- Phone
- 5035981011
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description amountdepreciation from 4562 1,860parking 156returned fees 3,021client service expenses 57advertising and promotion 209mileage reimbursment 1,335bank fees 118cleaning 820internet 1,964gifts 1,225insurance 3,041meals 1,944office supplies 2,330outside service 939payroll tax 4,050security 711travel and meetings 789supplies 1,776taxes 50telephone 3,255”
Description of other assets Part II line 24
“Category beginning of year end of yearaccounts receivable 500 500client trust accounts 298,000 157,839furniture and equipment 6,098 4,238loan to director 86 86payroll advance 0 40”
Description of total liabilities Part II line 26
“Category beginning of year end of yearclient trust accounts 298,000 157,839accrued wages 3,795 553accrued payroll taxes 899 99”
Raw XML Appendix140 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 | 2087 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 6372 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6507 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1465 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 306771 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 169075 |
| IRS990EZ/GrossReceiptsAmt | 0 | 85245 |
| 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 | 4077 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 10584 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 4077 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 10584 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 49.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 26172 |
| 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 | 304684 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 162703 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29650 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | REPRESENTATIVE PAYEE AND TRUSTEE SERVICE |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 858 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 85245 |
| 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 | 78752 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 46765 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 302694 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 158491 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 78738 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 78752 |
| IRS990EZ/TotalRevenueAmt | 0 | 85245 |
| 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 | 86 |
| 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 1,860PARKING 156RETURNED FEES 3,021CLIENT SERVICE EXPENSES 57ADVERTISING AND PROMOTION 209MILEAGE REIMBURSMENT 1,335BANK FEES 118CLEANING 820INTERNET 1,964GIFTS 1,225INSURANCE 3,041MEALS 1,944OFFICE SUPPLIES 2,330OUTSIDE SERVICE 939PAYROLL TAX 4,050SECURITY 711TRAVEL AND MEETINGS 789SUPPLIES 1,776TAXES 50TELEPHONE 3,255 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 500 500CLIENT TRUST ACCOUNTS 298,000 157,839FURNITURE AND EQUIPMENT 6,098 4,238LOAN TO DIRECTOR 86 86PAYROLL ADVANCE 0 40 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CATEGORY BEGINNING OF YEAR END OF YEARCLIENT TRUST ACCOUNTS 298,000 157,839ACCRUED WAGES 3,795 553ACCRUED PAYROLL TAXES 899 99 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2020-04-17 16:48:07Z |
| 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 | 2019-11-15 |
| 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 | 1AB776570E60B2B2366AF195C48861CB830A15BF |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 1AB776570E60B2B2366AF195C48861CB830A15BF |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 9314962019319t1m3sog |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2019-11-15 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 74.93.188.102 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-11-15 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:46:47 |
| 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 | MARK TABOR EA LTC |
| ReturnHeader/ReturnTs | 0 | 2019-11-15T16:24:24-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-09-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $169,075
- Liabilities
- $158,491
- Net assets
- $10,584
- Revenue
- $85,245
- Expenses
- $78,738
- Net income
- $6,507