Civic Intelligence

Professional Payee Services Inc

990EZ • Fiscal year 2015 • EIN 46-3758696

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

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

83rd percentile

0.23x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$30,365

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

97th percentile

154%

Faster asset growth than 97% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

392%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$21,888

Up $13,278 (+154%) from 2014

Net Assets

Up

$16,809

Up $13,077 (+350%) from 2014

Liabilities

Up

$5,079

Up $201 (+4.1%) from 2014

Revenue

Up

$126,324

Up $100,665 (+392%) from 2014

Expenses

Up

$113,247

Up $92,704 (+451%) from 2014

Net Income

Up

$13,077

Up $7,961 (+156%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$21,888
Liabilities$5,079
Net Assets$16,809

Operations Trend

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

2015

Revenue$126,324
Expenses$113,247
Net Income$13,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Gross Receipts
$126,324
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM LYGADirectorFT$30,365-$30,365
WILLIAM A LORINGDirectorFT$29,612-$29,612
ATTY C TIMOTHY 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
6083398801
Signed
2016-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Davis Tax & Accounting LLC
Address
2273 McCoy Rd, SUN PRAIRIE, WI 53590
Preparer
Diane M Davis
Phone
6088258604
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 2,711surety bond 1,500insurance 1,854donation 170licenses and registration 379meals and entertainment at 50 perce 175

Description of other assets Part II line 24

Category beginning of year end of yearserver 1,995 1,197computer 1,606 535furniture 1,062 637security deposit 500 500receptionist desk 0 535phone system 0 6,131

Description of total liabilities Part II line 26

Category beginning of year end of yearnote payable kim lyga 3,924 0note payable william a loring 954 0payroll liabilities 0 5,079

Raw XML Appendix114 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WILLIAM A LORING
CompensationExplanation/CompensationExplanationGrp/PersonNm1KIM LYGA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0CASE MANAGER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1OFFICE MANAGER AND OVERSEER OF ALL CLIENT FILES
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM A LORING
IRS990EZ/BooksInCareOfDetail/PhoneNum06082978800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0154 DOTY STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053949
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013077
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01744
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08610
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021888
IRS990EZ/GrossReceiptsAmt0126324
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03732
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016809
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016809
IRS990EZ/OccupancyRentUtltsAndMaintAmt012390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt029612
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130365
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 C TIMOTHY HENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05163
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09535
IRS990EZ/OtherExpensesTotalAmt06789
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MANAGING FINANCES FOR SSA AND VA PAYEES
IRS990EZ/PrintingPublicationsPostageAmt013855
IRS990EZ/ProgramServiceRevenueAmt0126324
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/SalariesOtherCompEmplBnftAmt078469
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04878
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05079
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113247
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0126324
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSET VALUE WAS ADJUSTED TO REFLECT VALUE AFTER DEPRECIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 2,711SURETY BOND 1,500INSURANCE 1,854DONATION 170LICENSES AND REGISTRATION 379MEALS AND ENTERTAINMENT AT 50 PERCE 175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARSERVER 1,995 1,197COMPUTER 1,606 535FURNITURE 1,062 637SECURITY DEPOSIT 500 500RECEPTIONIST DESK 0 535PHONE SYSTEM 0 6,131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARNOTE PAYABLE KIM LYGA 3,924 0NOTE PAYABLE WILLIAM A LORING 954 0PAYROLL LIABILITIES 0 5,079
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM A LORING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06083398801
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
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/AddressLine1Txt02273 McCoy Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUN PRAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053590
ReturnHeader/PreparerPersonGrp/PhoneNum06088258604
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane M Davis
ReturnHeader/ReturnTs02016-05-13T15:10:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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