Civic Intelligence

Professional Payee Services Inc

990EZ • Fiscal year 2014 • EIN 46-3758696

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileN/A
PO Box 441Friendship, WI 53934

(608) 297-8800

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.57x

Higher debt load relative to assets than 92% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

100th percentile

1809%

Faster asset growth than 100% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

10459%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$8,610

Up $8,159 (+1809%) from 2013

Net Assets

$3,732

No earlier filing loaded for comparison.

Liabilities

Up

$4,878

Up $3,043 (+166%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin80th percentile

Revenue

Up

$25,659

Up $25,416 (+10459%) from 2013

Expenses

Up

$20,543

Up $18,916 (+1163%) from 2013

Net Income

Up

$5,116

Up $6,500 (+470%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$80K$60K$40K$20K$0Assets 2013: $451Liabilities 2013: $1,8352013Assets 2014: $8,610Liabilities 2014: $4,878Net Assets 2014: $3,7322014Assets 2015: $21,888Liabilities 2015: $5,079Net Assets 2015: $16,8092015Assets 2016: $22,227Liabilities 2016: $5,169Net Assets 2016: $17,0582016Assets 2017: $20,691Liabilities 2017: $5,399Net Assets 2017: $15,2922017Assets 2018: $37,472Liabilities 2018: $288Net Assets 2018: $37,1842018Assets 2019: $56,456Liabilities 2019: $2,141Net Assets 2019: $54,3152019Assets 2020: $79,685Liabilities 2020: $0Net Assets 2020: $79,6852020Assets 2021: $1,177Liabilities 2021: $0Net Assets 2021: $1,1772021Assets 2022: $3,347Liabilities 2022: $0Net Assets 2022: $3,3472022Assets 2023: $213Liabilities 2023: $0Net Assets 2023: $2132023Assets 2024: $4,296Liabilities 2024: $0Net Assets 2024: $4,2962024Assets 2025: $195Liabilities 2025: $0Net Assets 2025: $1952025

Highlighted filing

2014

Assets$8,610
Liabilities$4,878
Net Assets$3,732
Open 2014 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2013: $243Expenses 2013: $1,627Net Income 2013: -$1,3842013Revenue 2014: $25,659Expenses 2014: $20,543Net Income 2014: $5,1162014Revenue 2015: $126,324Expenses 2015: $113,247Net Income 2015: $13,0772015Revenue 2016: $160,623Expenses 2016: $160,268Net Income 2016: $3552016Revenue 2017: $165,267Expenses 2017: $166,913Net Income 2017: -$1,6462017Revenue 2018: $192,488Expenses 2018: $169,793Net Income 2018: $22,6952018Revenue 2019: $224,053Expenses 2019: $199,841Net Income 2019: $24,2122019Revenue 2020: $218,977Expenses 2020: $178,643Net Income 2020: $40,3342020Revenue 2021: $209,869Expenses 2021: $302,603Net Income 2021: -$92,7342021Revenue 2022: $185,336Expenses 2022: $171,244Net Income 2022: $14,0922022Revenue 2023: $190,371Expenses 2023: $189,962Net Income 2023: $4092023Revenue 2024: $189,309Expenses 2024: $183,494Net Income 2024: $5,8152024Revenue 2025: $180,530Expenses 2025: $186,302Net Income 2025: -$5,7722025

Highlighted filing

2014

Revenue$25,659
Expenses$20,543
Net Income$5,116
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$25,659
Mission and Program Overview

Mission

Professional payee servies inc is federal appointed by the social securit admninistration as an organaizational representative payee who provides benefit payment management for social security beneficiaries

Managing finances for ssa and va payees

Program Services

DescriptionGrantsExpenses
MANAGING FINANCES OF INDIVIDUALS ON SSA SSDI AND VA BENEFITS OVERSEE FINANCES AND PAY DEBTS ACCORDING TO GUIDELINES SET BY SSA AND THE VETERANS ADMINISTRATION--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A LORINGDirectorPT$0--
KIM LYGADirectorFT$0--
ATTY TIMOTHY C HENNEYDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Professional Payee Services Inc
EIN
46-3758696
Address
PO BOX 441, FRIENDSHIP, WI 53934

Signing Officer

Name
William a Loring
Title
Director
Phone
6083394000
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Davis Tax & Accounting LLC
Address
802 Bass Circle, Stoughton, WI 53589
Preparer
Diane M Davis
Phone
6082052272
Supplemental Narrative

Additional Explanations

General explanation attachment

“Asset value was adjusted to reflect value after depreciation”

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 605equip rental and maintenance 54software 2,851surety bond 1,688bank service fees 25office supplies 3,030insurance 400computer repair 930advertising 500donation 25”

Description of other assets Part II line 24

“Category beginning of year end of yearserver 0 1,995computer 0 1,606furniture 0 1,062security deposit 0 500”

Description of total liabilities Part II line 26

“Category beginning of year end of yearnote payable kim lyga 46 3,924note payable william a loring 1,789 954”

Raw XML Appendix109 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/PersonNm0WILLIAM A LORING
IRS990EZ/BooksInCareOfDetail/PhoneNum06082978800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0156 DOTY STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053949
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0451
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03447
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05116
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0451
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08610
IRS990EZ/GrossReceiptsAmt025659
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-1384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03732
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-1384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03732
IRS990EZ/OccupancyRentUtltsAndMaintAmt07379
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM A LORING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM LYGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ATTY TIMOTHY C HENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05163
IRS990EZ/OtherExpensesTotalAmt010108
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MANAGING FINANCES FOR SSA AND VA PAYEES
IRS990EZ/PrintingPublicationsPostageAmt02956
IRS990EZ/ProgramServiceRevenueAmt025659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MANAGING FINANCES OF INDIVIDUALS ON SSA SSDI AND VA BENEFITS OVERSEE FINANCES AND PAY DEBTS ACCORDING TO GUIDELINES SET BY SSA AND THE VETERANS ADMINISTRATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01835
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04878
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020543
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt025659
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSET VALUE WAS ADJUSTED TO REFLECT VALUE AFTER DEPRECIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 605EQUIP RENTAL AND MAINTENANCE 54SOFTWARE 2,851SURETY BOND 1,688BANK SERVICE FEES 25OFFICE SUPPLIES 3,030INSURANCE 400COMPUTER REPAIR 930ADVERTISING 500DONATION 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARSERVER 0 1,995COMPUTER 0 1,606FURNITURE 0 1,062SECURITY DEPOSIT 0 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARNOTE PAYABLE KIM LYGA 46 3,924NOTE PAYABLE WILLIAM A LORING 1,789 954
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM A LORING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06083394000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL PAYEE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0463758696
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 441
ReturnHeader/Filer/USAddress/CityNm0FRIENDSHIP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053934
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463765995
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davis Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0802 Bass Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stoughton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053589
ReturnHeader/PreparerPersonGrp/PhoneNum06082052272
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane M Davis
ReturnHeader/ReturnTs02015-05-15T09:46:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,610
Liabilities
$4,878
Net assets
$3,732
Revenue
$25,659
Expenses
$20,543
Net income
$5,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.81$1.86$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$1.89$1.83$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.90$1.90$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$1.85$1.71$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$2.10$3.03$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$2.19$1.79$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.02$0.54$2.24$2.00$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$1.92$1.70$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.05$0.15$1.65$1.67$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.05$0.17$1.61$1.60$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.05$0.17$1.26$1.13$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.05$0.04$0.26$0.21$0.05
2013Summary only. Only limited summary data is available for this year.$0.00$0.02$0.00$0.02$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits