Civic Intelligence

Assurance Payee Services Inc

EIN 46-0771795 • 501(c)3 • Missoula, MT

Profile

The organization's main purpose is to provide a safe & secure bill-paying service for the handicapped or elderly who are unable to do this on their own. They are typically on a fixed income (SSI or SSA) & are unable maintain a bank account.

400 W Broadway Ste 101-242Missoula, MT 59802

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,962

Up $2,823 (+68%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

$6,962

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$43,922

Up $7,027 (+19%) from 2015

Expenses

Up

$38,998

Up $6,063 (+18%) from 2015

Net Income

Up

$4,924

Up $964 (+24%) from 2015

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2015: $4,139Liabilities 2015: $02015Assets 2016: $6,962Liabilities 2016: $0Net Assets 2016: $6,9622016

Highlighted filing

2016

Assets$6,962
Liabilities$0
Net Assets$6,962
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2015: $36,895Expenses 2015: $32,935Net Income 2015: $3,9602015Revenue 2016: $43,922Expenses 2016: $38,998Net Income 2016: $4,9242016

Highlighted filing

2016

Revenue$43,922
Expenses$38,998
Net Income$4,924
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,962
Liabilities
$0
Net assets
$6,962
Revenue
$43,922
Expenses
$38,998
Net income
$4,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$43.9$39.0$4.92
2015Summary only. Only limited summary data is available for this year.$4.14$0.00$36.9$32.9$3.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$43,922
Mission and Program Overview

Mission

The organization's main purpose is to provide a safe & secure bill-paying service for the handicapped or elderly who are unable to do this on their own. They are typically on a fixed income (SSI or SSA) & are unable maintain a bank account.

Program Services

DescriptionGrantsExpenses
Provide a safe & secure bill-paying service for the handicapped or elderly who are uncapable of doing this on their own because of a fixed income or inability to maintain a bank account.$37,600-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE DUNCANDirectorFT$23,050$1,676$24,726
JULIE PATTERSONTrustee-$0--
NIKI ROBINSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Assurance Payee Services Inc
EIN
46-0771795
Phone
4068802855
Address
400 W BROADWAY STE 101-242, MISSOULA, MT 59802

Signing Officer

Name
Anne Duncan
Title
Director
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
James A McNay CPA PC
Address
1800 South Reserve Suite A, Missoula, MT 59801
Preparer
James a Mcnay
Phone
4067213091
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1210”

Other Expenses.1003

“Information Technology $834”

Other Expenses.1005

“Travel $1676”

Other Expenses.1008

“Interest $192”

Other Expenses.1009

“Depreciation $1553”

Other Expenses.1

“BOND $1826”

Other Expenses.3

“PO BOX RENTAL $286”

Other Expenses.4

“MEALS @ 50% $156”

Other Expenses.5

“SOFTWARE UPGRADE $127”

Other Expenses.6

“PARKING $11”

Other Assets.1

“OFFICE EQUIP - Beginning $3016 OFFICE EQUIP - Ending $5661”

Other Assets.2

“LESS ACCUM DEPREC - Beginning $-667 LESS ACCUM DEPREC - Ending $-2220”

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNE ELIZABETH DUNCAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04068802855
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 W BROADWAY SUITE 101-242
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01790
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03521
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04924
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04139
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06962
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt043922
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04139
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06962
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04139
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt023050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt01676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NIKI ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02349
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03441
IRS990EZ/OtherChangesInNetAssetsAmt0-2101
IRS990EZ/OtherExpensesTotalAmt07871
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's main purpose is to provide a safe & secure bill-paying service for the handicapped or elderly who are unable to do this on their own. They are typically on a fixed income (SSI or SSA) & are unable maintain a bank account.
IRS990EZ/PrintingPublicationsPostageAmt01582
IRS990EZ/ProgramServiceRevenueAmt043922
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide a safe & secure bill-paying service for the handicapped or elderly who are uncapable of doing this on their own because of a fixed income or inability to maintain a bank account.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt023050
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038998
IRS990EZ/TotalProgramServiceExpensesAmt037600
IRS990EZ/TotalRevenueAmt043922
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Interest $192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation $1553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOND $1826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PO BOX RENTAL $286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEALS @ 50% $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOFTWARE UPGRADE $127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PARKING $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICE EQUIP - Beginning $3016 OFFICE EQUIP - Ending $5661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LESS ACCUM DEPREC - Beginning $-667 LESS ACCUM DEPREC - Ending $-2220
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSURANCE PAYEE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0460771795
ReturnHeader/Filer/PhoneNum04068802855
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 W BROADWAY STE 101-242
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James A McNay CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 South Reserve Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Missoula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059801
ReturnHeader/PreparerPersonGrp/PhoneNum04067213091
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A MCNAY
ReturnHeader/ReturnTs02017-11-06T11:40:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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