Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
2nd percentile
Faster asset growth than 2% of similar nonprofits.
Revenue Growth
6th percentile
Faster revenue growth than 6% of similar nonprofits.
Balance Sheet
Assets
Down$0
Down $169,075 (-100%) from 2019
Net Assets
Down$0
Down $10,584 (-100%) from 2019
Liabilities
Down$0
Down $158,491 (-100%) from 2019
Revenue And Expenses
Revenue
Down$11,226
Down $74,019 (-87%) from 2019
Expenses
Down$21,205
Down $57,533 (-73%) from 2019
Net Income
Down-$9,979
Down $16,486 (-253%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2019 to Sep 30, 2020
- Signed
- Aug 10, 2021
- Return Version
- 2019v5.1
- Gross Receipts
- $14,741
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 | - | $21,744 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| NADIA FUDIM | President | FT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- On the Budget
- EIN
- 45-3325263
- Address
- 15579 SW BLACK QUARTZ, BEAVERTON, OR 97007
Signing Officer
- Name
- Nadia Fudim
- Title
- President
- Phone
- 9713128109
- Signed
- 2021-08-10
- 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 723parking 30returned fees 1,149postage and delivery 451advertising and promotion 192mileage reimbursment 2,741bank fees 225cleaning 215internet 1,975insurance 1,781meals 532office supplies 780outside service 185payroll tax 415repairs and maintenance 45supplies 747taxes 20telephone 2,423”
Other changes in net assets or fund balances Part I line 20
“Description amountnondeductible expense (74)nondeductible meals (531)”
Description of other assets Part II line 24
“Category beginning of year end of yearaccounts receivable 500 0client trust accounts 157,839 0furniture and equipment 4,238 0loan to director 86 0payroll advance 40 0”
Description of total liabilities Part II line 26
“Category beginning of year end of yearclient trust accounts 157,839 0accrued wages 553 0accrued payroll taxes 99 0”
Raw XML Appendix134 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/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | NADIA FUDIM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9713128109 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 15579 SW BLACK QUARTZ STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BEAVERTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97007 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 6372 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 3515 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9979 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2200 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/FinalReturnInd | 0 | X |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 169075 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -3515 |
| IRS990EZ/GrossReceiptsAmt | 0 | 14741 |
| 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 | 10584 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 10584 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | NADIA FUDIM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 162703 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -605 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 14629 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | REPRESENTATIVE PAYEE AND TRUSTEE SERVICE |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 14741 |
| 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 | 21744 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 4376 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 158491 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 21205 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 21744 |
| IRS990EZ/TotalRevenueAmt | 0 | 11226 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| 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 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | ALL OFFICE EQUIPMENT |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2020-09-30 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 530196517 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 3515 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt | 0 | TAX EXEMPT |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt | 0 | ACTUAL COST LESS DEPREICATION |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm | 0 | GOODWILL |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt | 0 | 4700 SW GRIFFITH DRIVE |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm | 0 | BEAVERTON |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd | 0 | 97005 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTDEPRECIATION FROM 4562 723PARKING 30RETURNED FEES 1,149POSTAGE AND DELIVERY 451ADVERTISING AND PROMOTION 192MILEAGE REIMBURSMENT 2,741BANK FEES 225CLEANING 215INTERNET 1,975INSURANCE 1,781MEALS 532OFFICE SUPPLIES 780OUTSIDE SERVICE 185PAYROLL TAX 415REPAIRS AND MAINTENANCE 45SUPPLIES 747TAXES 20TELEPHONE 2,423 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTNONDEDUCTIBLE EXPENSE (74)NONDEDUCTIBLE MEALS (531) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 500 0CLIENT TRUST ACCOUNTS 157,839 0FURNITURE AND EQUIPMENT 4,238 0LOAN TO DIRECTOR 86 0PAYROLL ADVANCE 40 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CATEGORY BEGINNING OF YEAR END OF YEARCLIENT TRUST ACCOUNTS 157,839 0ACCRUED WAGES 553 0ACCRUED PAYROLL TAXES 99 0 |
| 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 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | NADIA FUDIM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9713128109 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-08-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ON THE BUDGET |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ONTH |
| ReturnHeader/Filer/EIN | 0 | 453325263 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 15579 SW BLACK QUARTZ |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BEAVERTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97007 |
| 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 | 2021-09-28T10:50:01-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-09-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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.
- Assets
- $0
- Liabilities
- $0
- Net assets
- $0
- Revenue
- $11,226
- Expenses
- $21,205
- Net income
- -$9,979