Civic Intelligence

Assurance Payee Services Inc

990EZ • Fiscal year 2016 • EIN 46-0771795

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileN/A
400 W Broadway Ste 101-242Missoula, MT 59802

(406) 880-2855

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

84th percentile

$24,726

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 56.3% of source-year revenue.

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

Asset Growth

88th percentile

68%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$6,962

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

Net Assets

$6,962

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin66th 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

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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 Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay84th percentile

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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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