Civic Intelligence

Aaa Payee Resources Inc

990 • Fiscal year 2022 • EIN 46-5752093

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 05, 2023

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

0.93x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

5.70x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$19,560

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

48th percentile

0.9%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

53rd percentile

11%

Faster revenue growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$531,817

Up $4,792 (+0.9%) from 2021

Net Assets

Up

$39,316

Up $20,955 (+114%) from 2021

Liabilities

Down

$492,501

Down $16,163 (-3.2%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin75th percentile

Revenue

Up

$86,474

Up $8,323 (+11%) from 2021

Expenses

Down

$65,519

Down $1,441 (-2.2%) from 2021

Net Income

Up

$20,955

Up $9,764 (+87%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2022

Assets$531,817
Liabilities$492,501
Net Assets$39,316
Open 2022 Filing

Operations Trend

Revenue Growth53rd 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

2022

Revenue$86,474
Expenses$65,519
Net Income$20,955
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 5, 2023
Return Version
2022v5.0
Gross Receipts
$86,474
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$522,251$496,725▼ $25,526
Savings and Temporary Cash Investments$9,264$39,531▲ $30,267
Rtn Earn Endowment Incm Other Fnds$18,361$39,316▲ $20,955
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
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$-4,490$-4,439▲ $51
Total Assets$527,025$531,817▲ $4,792
Other Assets Total$0$0→ $0
Liabilities
Escrow Account Liability$518,954$508,274▼ $10,680
Unsecured Notes Loans Payable$2,857$2,510▼ $347
Other Liabilities$572$588▲ $16
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Deferred Revenue$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Accounts Payable and Accrued Expenses$-13,719$-18,871▼ $5,152
Total Liabilities$508,664$492,501▼ $16,163
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,361$39,316▲ $20,955
Total Liabilities and Net Assets / Fund Balance$527,025$531,817▲ $4,792
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark A BeerChairman & Vice PresidentFT$19,560$19,560
Joanne BeerPresidentPT$14,160$14,160

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
$86,474
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$20,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$36,411
Other Expenses$29,108
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$33,720$0$0$33,720
Office Expenses$7,011$0$0$7,011
Insurance$6,602$0$0$6,602
Information Technology$2,971$0$0$2,971
Payroll Taxes$2,691$0$0$2,691
Other Expenses$1,017$0$0$1,017
Travel$894$0$0$894
Occupancy$597$0$0$597
Total Functional Expenses$65,519$0$0$65,519
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
NM State Taxes$94
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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 8B

“Committee actions are still subject to overall board approval.”

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

“Form 990 is reviewed by our Treasurer prior to filin. Board members may review Form 990 during our annual meetings.”

Form 990, Part VI, Section B, Line 15

“Compensation for the Board Chairman and President was confirmed, 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 or an entry level Executive Director to be $50,151. Board approved salaries based on revenue less expenses. Board reviews salaries and other financial data at our annual Board meetings.”

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's 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
2023-04-05

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

“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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0We provide Representative Payee services for government benefit recipients for the Social Security Administration and the Veteran's Administration.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt018361
IRS990/NetAssetsOrFundBalancesEOYAmt039316
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt0597
IRS990/OccupancyGrp/TotalAmt0597
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt07011
IRS990/OfficeExpensesGrp/TotalAmt07011
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/OtherExpensesGrp/Desc0Bank Service Charges
IRS990/OtherExpensesGrp/Desc1Client Discretionary Expendes
IRS990/OtherExpensesGrp/Desc2Telephone Expense
IRS990/OtherExpensesGrp/Desc3Reserve for Losses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt07679
IRS990/OtherExpensesGrp/ProgramServicesAmt1478
IRS990/OtherExpensesGrp/ProgramServicesAmt21859
IRS990/OtherExpensesGrp/ProgramServicesAmt31017
IRS990/OtherExpensesGrp/TotalAmt07679
IRS990/OtherExpensesGrp/TotalAmt1478
IRS990/OtherExpensesGrp/TotalAmt21859
IRS990/OtherExpensesGrp/TotalAmt31017
IRS990/OtherLiabilitiesGrp/BOYAmt0572
IRS990/OtherLiabilitiesGrp/EOYAmt0588
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/ProgramServicesAmt02691
IRS990/PayrollTaxesGrp/TotalAmt02691
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/BOYAmt0-4490
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0-4439
IRS990/PrincipalOfficerNm0Mark A Beer
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523991
IRS990/ProgramServiceRevenueGrp/Desc0Fee for Service Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt086474
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt086474
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$531,817
Liabilities
$492,501
Net assets
$39,316
Revenue
$86,474
Expenses
$65,519
Net income
$20,955
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