Civic Intelligence

Aaa Payee Resources Inc

990 • Fiscal year 2021 • EIN 46-5752093

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 28, 2022

Organization Profilewww.AAAPayeeResources.org
PO Box 13460Las Cruces, NM 88013

(844) 993-5424

Siviq Scores

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

Liabilities / Assets

94th percentile

0.97x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

6.51x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

53rd percentile

14%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$18,380

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

28th percentile

-0.3%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

3.2%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$527,025

Down $1,733 (-0.3%) from 2020

Net Assets

Up

$18,361

Up $11,191 (+156%) from 2020

Liabilities

Down

$508,664

Down $12,924 (-2.5%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin53rd percentile

Revenue

Up

$78,151

Up $2,399 (+3.2%) from 2020

Expenses

Down

$66,960

Down $5,015 (-7.0%) from 2020

Net Income

Up

$11,191

Up $7,414 (+196%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$600K$400K$200K$0Assets 2018: $468,118Liabilities 2018: $463,579Net Assets 2018: $4,5392018Assets 2019: $334,412Liabilities 2019: $331,019Net Assets 2019: $3,3932019Assets 2020: $528,758Liabilities 2020: $521,588Net Assets 2020: $7,1702020Assets 2021: $527,025Liabilities 2021: $508,664Net Assets 2021: $18,3612021Assets 2022: $531,817Liabilities 2022: $492,501Net Assets 2022: $39,3162022Assets 2023: $320,341Liabilities 2023: $301,883Net Assets 2023: $18,4582023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$527,025
Liabilities$508,664
Net Assets$18,361
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2018: $52,743Expenses 2018: $47,921Net Income 2018: $4,8222018Revenue 2019: $69,165Expenses 2019: $70,311Net Income 2019: -$1,1462019Revenue 2020: $75,752Expenses 2020: $71,975Net Income 2020: $3,7772020Revenue 2021: $78,151Expenses 2021: $66,960Net Income 2021: $11,1912021Revenue 2022: $86,474Expenses 2022: $65,519Net Income 2022: $20,9552022Revenue 2023: $32,198Expenses 2023: $53,056Net Income 2023: -$20,8582023Revenue 2024: $0Expenses 2024: $18,458Net Income 2024: -$18,4582024

Highlighted filing

2021

Revenue$78,151
Expenses$66,960
Net Income$11,191
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 28, 2022
Return Version
2021v4.0
Gross Receipts
$78,151
Mission and Program Overview

Mission

We provide Representative Payee services for government benefit recipients for the Social Security Administration and the Veteran's Administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$487,238$522,251▲ $35,013
Rtn Earn Endowment Incm Other Fnds$7,170$18,361▲ $11,191
Savings and Temporary Cash Investments$44,035$9,264▼ $34,771
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$-2,515$-4,490▼ $1,975
Total Assets$528,758$527,025▼ $1,733
Other Assets Total$0$0→ $0
Liabilities
Escrow Account Liability$522,337$518,954▼ $3,383
Unsecured Notes Loans Payable$940$2,857▲ $1,917
Other Liabilities$674$572▼ $102
Grants Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Accounts Payable and Accrued Expenses$-2,363$-13,719▼ $11,356
Total Liabilities$521,588$508,664▼ $12,924
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,170$18,361▲ $11,191
Total Liabilities and Net Assets / Fund Balance$528,758$527,025▼ $1,733
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark A BeerChairman & Vice PresidentFT$18,380$18,380
Joanne BeerPresidentPT$12,430$12,430

Board Members and Trustees

NameTitle
Carole BacaDirector
Edward MartinezDirector
Kit JohnsonDirector
Robert GilliamDirector
Paul FierroSecretary & Director
Ruth ChristopherTreasurer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$78,151
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$11,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,691
Salaries, Compensation, and Employee Benefits$33,269
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$30,810$0$0$30,810
Office Expenses$19,043$0$0$19,043
Insurance$9,167$0$0$9,167
Information Technology$3,139$0$0$3,139
Payroll Taxes$2,459$0$0$2,459
Travel$1,010$0$0$1,010
All Other Expenses$942$0$0$942
Occupancy$390$0$0$390
Total Functional Expenses$66,960$0$0$66,960
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State of New Mexico Taxes$90
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Mark A Beer is married to Joanne Beer, who served as President.”

Form 990, Part VI, Section A, Line 8A

“No Board Meetings were held in 2021 due to the Covid-19 pandemic.”

Form 990, Part VI, Section A, Line 8B

“No committee meetings were held in 2021 due to the Covid-19 pandemic.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by our Treasurer prior to filing. Board members may review Form 990 for 2020 and 2021 at our annual meeting that will be scheduled in March 2022.”

Form 990, Part VI, Section B, Line 15

“Compensation for Board Chairman and President was considered, discussed and approved during the January 13, 2016 Board meeting at which time the Board Chairman and President were excused from the meeting. Comparable salary data came from PayScale Human Capital showing the median salary for an entry level Executive Director to be $50,151. Board approved salaries based on revenue less expenses. Board reviews salaries and other financial data. They will be reviewing 2020 and 2021 data at our March 2022 Board meeting.”

Form 990, Part VI, Section C, Line 19

“Articles of Incorporation were originally filed with the New Mexico Secretary of State in June 2014. Annual tax filings are submitted to the State of New Mexico Attorney General's office.”

Filing and Contact Details

Filer

Filer Name
Aaa Payee Resources Inc
EIN
46-5752093
Phone
8449935424
Address
PO Box 13460, Las Cruces, NM 88013

Signing Officer

Name
Mark Beer
Title
Chairman & Vice President
Phone
8449935424
Signed
2022-02-28

Organization Details

Principal Officer
Mark A Beer
Formed
2014
Legal Domicile
Nm
Voting Board Members
7
Independent Board Members
6
Employees
2
Volunteers
6
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IV, Line 2B

“As a Representative Payee for Social Security we hold our clients Social Security funds as "custodians" of those funds.”

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IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt0390
IRS990/OccupancyGrp/TotalAmt0390
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt019043
IRS990/OfficeExpensesGrp/TotalAmt019043
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0674
IRS990/OtherLiabilitiesGrp/EOYAmt0572
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt02459
IRS990/PayrollTaxesGrp/TotalAmt02459
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0-2515
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0-4490
IRS990/PrincipalOfficerNm0Mark A Beer
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523991
IRS990/ProgramServiceRevenueGrp/Desc0Fee for Service Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt078151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt078151
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt036612
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt075752
IRS990/PYRevenuesLessExpensesAmt03777
IRS990/PYSalariesCompEmpBnftPaidAmt035363
IRS990/PYTotalExpensesAmt071975
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt075752
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011191
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt078151
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07170
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt018361
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09264
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other income consisted of credit card rewards rebates.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt078151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0309973
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$527,025
Liabilities
$508,664
Net assets
$18,361
Revenue
$78,151
Expenses
$66,960
Net income
$11,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.18$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.20$3.02$0.18$0.32$0.53$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.32$4.93$0.39$0.86$0.66$0.21
2021Detailed filing. Detailed filing data is available for this year.$5.27$5.09$0.18$0.78$0.67$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.29$5.22$0.07$0.76$0.72$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.34$3.31$0.03$0.69$0.70$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.68$4.64$0.05$0.53$0.48$0.05