Civic Intelligence

Professional Payee Services Inc

990EZ • Fiscal year 2017 • EIN 46-3758696

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 14, 2018

Organization ProfileN/A
PO Box 441Friendship, WI 53934

(608) 339-8000

Siviq Scores

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

Liabilities / Assets

85th percentile

0.26x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-1.0%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$41,600

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 25.2% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-6.9%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

2.9%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$20,691

Down $1,536 (-6.9%) from 2016

Net Assets

Down

$15,292

Down $1,766 (-10%) from 2016

Liabilities

Up

$5,399

Up $230 (+4.4%) from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin39th percentile

Revenue

Up

$165,267

Up $4,644 (+2.9%) from 2016

Expenses

Up

$166,913

Up $6,645 (+4.1%) from 2016

Net Income

Down

-$1,646

Down $2,001 (-564%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2017

Assets$20,691
Liabilities$5,399
Net Assets$15,292
Open 2017 Filing

Operations Trend

Revenue Growth58th 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

2017

Revenue$165,267
Expenses$166,913
Net Income-$1,646
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 14, 2018
Return Version
2017v2.3
Gross Receipts
$165,267
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

See organizaion;s primary exempt purpose

Program Services

DescriptionGrantsExpenses
MANAGING FINANCES OF INDIVIDUALS ON SSA, SSDI, AND VA BENEFITS. SOME TRUST AND GUARDIANSHIP MANAGEMENT. OVERSEE FINANCES AND PAY DEBTS ACCORING TO GUILDLINES.--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM LYGADirectorFT$41,600-$41,600
WILLIAM A LORINGPresidentFT$3,600-$3,600
TIMOTHY C HENNEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Professional Payee Services Inc
EIN
46-3758696
Phone
6083398000
Address
PO BOX 441, FRIENDSHIP, WI 53934

Signing Officer

Name
William Loring
Title
President
Phone
6083398000
Signed
2018-04-14
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
204 S MAIN ST, ADAMS, WI 53910
Preparer
Wendy Kipfer
Phone
6083393384
Supplemental Narrative

Additional Explanations

Pg 1 Line 2

“PROG SERVICE REVENUE”

Fiduciary Fee

“19727”

Guradianship Fees

“4740”

Ssa Fees

“127340”

Trust Fees

“850”

Misc Fee

“10922”

Veterans Fees

“1688”

Pg 1 Line 12

“Salaries, other compensatoins”

Payroll

“11234”

Wages

“118697”

Paryeoll

“-45”

Sch D Pg 1 Line 20

“Other changes in net assets”

Meals & Entertainment

“-95”

Reconcialtion

“-25”

Raw XML Appendix133 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/PhoneNum06083394000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0154 DOTY STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montello
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053949
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016449
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014610
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1646
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02243
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022227
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020691
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0165267
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017058
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015292
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017058
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015292
IRS990EZ/OccupancyRentUtltsAndMaintAmt015505
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt141600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM A LORING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM LYGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIMOTHY C HENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05778
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06081
IRS990EZ/OtherChangesInNetAssetsAmt0-120
IRS990EZ/OtherExpensesTotalAmt05640
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ORGANIZAION;S PRIMARY EXEMPT PURPOSE
IRS990EZ/PrintingPublicationsPostageAmt013369
IRS990EZ/ProgramServiceRevenueAmt0165267
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MANAGING FINANCES OF INDIVIDUALS ON SSA, SSDI, AND VA BENEFITS. SOME TRUST AND GUARDIANSHIP MANAGEMENT. OVERSEE FINANCES AND PAY DEBTS ACCORING TO GUILDLINES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0130156
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05169
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05399
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0166913
IRS990EZ/TotalRevenueAmt0165267
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROG SERVICE REVENUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt119727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3127340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt510922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt61688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SALARIES, OTHER COMPENSATOINS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt811234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9118697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10-45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12-95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13-25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PG 1 LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FIDUCIARY FEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2GURADIANSHIP FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SSA FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4TRUST FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5MISC FEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6VETERANS FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PG 1 LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PAYROLL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9WAGES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PARYEOLL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11SCH D PG 1 LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12MEALS & ENTERTAINMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13RECONCIALTION
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM LORING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06083398000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL PAYEE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0463758696
ReturnHeader/Filer/PhoneNum06083398000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 441
ReturnHeader/Filer/USAddress/CityNm0FRIENDSHIP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053934
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06387BA4F430C480CB36CC0FBBA091609A7D139CA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06387BA4F430C480CB36CC0FBBA091609A7D139CA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039358520181083400828
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-04-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.183.30.155
ReturnHeader/FilingSecurityInformation/IPDt02018-04-20
ReturnHeader/FilingSecurityInformation/IPTm013:15:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391939783
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0204 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ADAMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053910
ReturnHeader/PreparerPersonGrp/PhoneNum06083393384
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy Kipfer
ReturnHeader/ReturnTs02018-04-20T18:01:56Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,691
Liabilities
$5,399
Net assets
$15,292
Revenue
$165,267
Expenses
$166,913
Net income
-$1,646
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
2017Detailed filing. Detailed filing data is available for this year.$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