Civic Intelligence

Central Oregon Representative Payees

EIN 47-1745547 • 501(c)3 • Bend, OR

Profile

Manage clients' social security benefits

PO Box 6272Bend, OR 97708

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

47th percentile

0.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$42,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 44.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

13th percentile

-84%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

-14%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$23,256

Up $23,256 from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$23,256

Up $25,972 (+956%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin47th percentile

Revenue

Up

$110,067

Up $1,541 (+1.4%) from 2023

Expenses

Down

$86,811

Down $24,431 (-22%) from 2023

Net Income

Up

$23,256

Up $25,972 (+956%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0-$10KAssets 2015: $456Liabilities 2015: $456Net Assets 2015: $02015Assets 2016: $658Liabilities 2016: $658Net Assets 2016: -$1,5692016Assets 2017: $1,391Liabilities 2017: $1,391Net Assets 2017: -$3,0922017Assets 2018: $811Liabilities 2018: $811Net Assets 2018: -$3,8082018Assets 2019: $1,156Liabilities 2019: $1,156Net Assets 2019: $3452019Assets 2020: $6,558Liabilities 2020: $6,5582020Assets 2021: $4,002Liabilities 2021: $4,002Net Assets 2021: -$2,5562021Assets 2022: $804Liabilities 2022: $804Net Assets 2022: -$3,1982022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: -$2,7162023Assets 2024: $23,256Liabilities 2024: $0Net Assets 2024: $23,2562024

Highlighted filing

2024

Assets$23,256
Liabilities$0
Net Assets$23,256
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $1,234Expenses 2015: $778Net Income 2015: $4562015Revenue 2016: $26,044Expenses 2016: $27,613Net Income 2016: -$1,5692016Revenue 2017: $38,060Expenses 2017: $41,152Net Income 2017: -$3,0922017Revenue 2018: $60,366Expenses 2018: $64,174Net Income 2018: -$3,8082018Revenue 2019: $84,760Expenses 2019: $84,415Net Income 2019: $3452019Revenue 2020: $97,100Expenses 2020: $91,698Net Income 2020: $5,4022020Revenue 2021: $100,361Expenses 2021: $102,917Net Income 2021: -$2,5562021Revenue 2022: $112,152Expenses 2022: $115,350Net Income 2022: -$3,1982022Revenue 2023: $108,526Expenses 2023: $111,242Net Income 2023: -$2,7162023Revenue 2024: $110,067Expenses 2024: $86,811Net Income 2024: $23,2562024

Highlighted filing

2024

Revenue$110,067
Expenses$86,811
Net Income$23,256
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,256
Liabilities
$0
Net assets
$23,256
Revenue
$110,067
Expenses
$86,811
Net income
$23,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.10$0.87$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.03$1.09$1.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.03$1.12$1.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.03$1.00$1.03$0.03
2020Summary only. Only limited summary data is available for this year.$0.07$0.07$0.97$0.92$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.85$0.84$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.04$0.60$0.64$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.03$0.38$0.41$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.02$0.26$0.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.1
Gross Receipts
$110,067
Mission and Program Overview

Mission

Manage clients Social Security benefits

Manage clients' social security benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges-$19,506-
Cash and Non-Interest-Bearing Accounts-$3,750-
Total Assets$0$23,256▲ $23,256
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$23,256▲ $23,256
Total Liabilities and Net Assets / Fund Balance$0$23,256▲ $23,256
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patrick SheehanPresidentFT$46,000$46,000
Michelle SheehanKey EmployeePT$34,000$34,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$110,067
Change in Net Assets
$23,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$80,000
Other Expenses$6,811
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---$80,000
Office Expenses---$4,726
Fees for Services Other---$1,942
Fees for Services Accounting---$125
Information Technology---$18
Total Functional Expenses$0$0$0$86,811
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Central Oregon Representative Payees
EIN
47-1745547
Phone
5412799125
Address
PO BOX 6272, BEND, OR 97708

Signing Officer

Name
Patrick Sheehan
Title
President
Phone
5412799125
Signed
2025-05-10
Discuss with paid preparer
No

Organization Details

Legal Domicile
Or
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Lisa Sollman
Phone
8004725625
Supplemental Narrative

Additional Explanations

Page 7

“Compensation of officers and key employees- president and spouse are the only employees of the business.”

Page 1, Lines 13-16

“-all expenses directly related to the business are accounted for as if there is not an accountable plan for reimbursements”

Raw XML Appendix228 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MANAGE CLIENTS' SOCIAL SECURITY BENEFITS
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0PATRICK SHEEHAN
IRS990/BooksInCareOfDetail/PhoneNum05412799125
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04049 COYOTE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Redmond
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097756
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt03750
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt080000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt06811
IRS990/CYOtherRevenueAmt0110067
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt023256
IRS990/CYSalariesCompEmpBnftPaidAmt080000
IRS990/CYTotalExpensesAmt086811
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0110067
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MANAGING CLIENTS' SOCIAL SECURITY BENEFITS IN AN ETHICAL WAY FOR THE BENEFIT OF RECIPIENTS WITH INTEGRITY AND RESPECT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06811
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0125
IRS990/FeesForServicesOtherGrp/TotalAmt01942
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICK SHEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE SHEEHAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt046000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt134000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1KEY EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0110067
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt018
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0MANAGE CLIENTS' SOCIAL SECURITY BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt023256
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt04726
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherRevenueMiscGrp/BusinessCd0541219
IRS990/OtherRevenueMiscGrp/Desc0PAYMENTS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0110067
IRS990/OtherRevenueTotalAmt0110067
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019506
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0CENTRAL OREGON REPRESENTATIVE PAYEES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023256
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0110067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0110067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0110067
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0110067
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0110067
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0110067
IRS990ScheduleA/TotalSupportAmt0110067
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPENSATION OF OFFICERS AND KEY EMPLOYEES- PRESIDENT AND SPOUSE ARE THE ONLY EMPLOYEES OF THE BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-ALL EXPENSES DIRECTLY RELATED TO THE BUSINESS ARE ACCOUNTED FOR AS IF THERE IS NOT AN ACCOUNTABLE PLAN FOR REIMBURSEMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1, LINES 13-16
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt023256
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt023256
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt086811
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023256
IRS990/TotalProgramServiceExpensesAmt06811
IRS990/TotalReportableCompFromOrgAmt080000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110067
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023256
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04049 COYOTE AVENUE
IRS990/USAddress/CityNm0Redmond
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097756
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK SHEEHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05412799125
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL OREGON REPRESENTATIVE PAYEES
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0471745547
ReturnHeader/Filer/PhoneNum05412799125
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6272
ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Sollman
ReturnHeader/ReturnTs02025-05-10T23:18:56Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.