Civic Intelligence

Representative Financial Services Inc

990EZ • Fiscal year 2011 • EIN 54-2193142

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 13, 2012

PO Box B54501-0077
Siviq Scores

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

Liabilities / Assets

95th percentile

1.30x

Higher debt load relative to assets than 95% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

75th percentile

0.05x

Higher debt load relative to revenue than 75% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

46th percentile

0.7%

Higher net margin than 46% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Assets

Up

$2,800

Up $1,006 (+56%) from 2010

Net Assets

-$844

No earlier filing loaded for comparison.

Liabilities

Up

$3,644

Up $457 (+14%) from 2010

Revenue

Up

$78,729

Up $8,969 (+13%) from 2010

Expenses

Up

$78,180

Up $7,582 (+11%) from 2010

Net Income

Up

$549

Up $1,387 (+166%) from 2010

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0-$10KAssets 2010: $1,794Liabilities 2010: $3,1872010Assets 2011: $2,800Liabilities 2011: $3,644Net Assets 2011: -$8442011Assets 2012: $4,092Liabilities 2012: $3,8442012Assets 2013: $1,781Liabilities 2013: $3,8732013Assets 2017: $20,655Liabilities 2017: $23,2872017Assets 2018: $18,007Liabilities 2018: $22,0532018Assets 2019: $20,947Liabilities 2019: $27,6432019Assets 2020: $7,191Liabilities 2020: $7,565Net Assets 2020: -$3742020Assets 2021: $14,911Liabilities 2021: $8,390Net Assets 2021: $6,5212021Assets 2022: $11,443Liabilities 2022: $1,845Net Assets 2022: $9,5982022Assets 2023: $9,562Liabilities 2023: $858Net Assets 2023: $8,7042023Assets 2024: $10,152Liabilities 2024: $1,440Net Assets 2024: $8,7122024

Highlighted filing

2011

Assets$2,800
Liabilities$3,644
Net Assets-$844

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $69,760Expenses 2010: $70,598Net Income 2010: -$8382010Revenue 2011: $78,729Expenses 2011: $78,180Net Income 2011: $5492011Revenue 2012: $81,219Expenses 2012: $80,126Net Income 2012: $1,0932012Revenue 2013: $78,721Expenses 2013: $81,063Net Income 2013: -$2,3422013Revenue 2017: $65,081Expenses 2017: $66,027Net Income 2017: -$9462017Revenue 2018: $65,736Expenses 2018: $67,150Net Income 2018: -$1,4142018Revenue 2019: $62,144Expenses 2019: $64,794Net Income 2019: -$2,6502019Revenue 2020: $62,432Expenses 2020: $62,703Net Income 2020: -$2712020Revenue 2021: $65,457Expenses 2021: $50,940Net Income 2021: $14,5172021Revenue 2022: $68,661Expenses 2022: $65,584Net Income 2022: $3,0772022Revenue 2023: $67,504Expenses 2023: $68,398Net Income 2023: -$8942023Revenue 2024: $66,633Expenses 2024: $66,625Net Income 2024: $82024

Highlighted filing

2011

Revenue$78,729
Expenses$78,180
Net Income$549
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 13, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

The SS Administration requires our agency to be a non-profit corp to act as representative payee for our clients receiving SSA benefits who need our insured professional financial management due to disability or advanced age

Filing and Contact Details

Filer

EIN
54-2193142
Raw XML Appendix211 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/CashSavingsAndInvestments/EOY02205
IRS990EZ/ContributionsGiftsGrantsEtc02000
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0549
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IRS990EZ/NetAssetsOrFundBalancesEOY0-844
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode0545010077
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode1545010077
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode4545010077
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode5545010077
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition440.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition540.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation412300
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation59900
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc42246
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc54470
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JEREMY BAKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1SHARON CLAPPER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2WILLIAM DOTSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3BEVERLY SCHOENENBERGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4BONNIE WITTROCK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KATHLEEN BAKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5TREASURER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY01153
IRS990EZ/OtherAssetsTotal/EOY0595
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal019107
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO ENHANCE THE QUALITY OF LIFE FOR PEOPLE BY PROVIDING PROFESSIONAL REPRESENTATIVE PAYEE SERVICES AND FINANCIAL MANAGEMENT ASSISTANCE TO THE ELDERLY, PERSONS WITH DISABILITIES, THOSE RECEIVING SOCIAL SECURITY, SSI, VA BENEFITS, OR OTHER INCOME, WHO MAY BE EXPERIENCING FINANCIAL OBSTACLES.
IRS990EZ/PrintingPublicationsPostage03418
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PROVIDE SAFE, SECURE, INSURED FINANCIAL MANAGEMENT TO DISABLED, ELDERLY, OR PERSONS NEEDING THIS HELP, WHO HAVE ENTITLEMENT OR OTHER INCOME AND ARE UNABLE TO MANAGE THEIR OWN FINANCES. WE ALSO ARE GUARDIANS FOR A LIMITED NUMBER OF PEOPLE WHO NEED THIS SERVICE.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations0230
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses064236
IRS990EZ/ProgramServiceRevenue076729
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits040033
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY03187
IRS990EZ/SumOfTotalLiabilities/EOY03644
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101606 WEST WIND DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0RHINELANDER
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode054501
IRS990EZ/TheBooksAreInCareOf/NamePerson0BONNIE WITTROCK
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07154930636
IRS990EZ/TotalAssets/BOY01794
IRS990EZ/TotalAssets/EOY02800
IRS990EZ/TotalExpenses078180
IRS990EZ/TotalProgramServiceExpenses064236
IRS990EZ/TotalRevenue078729
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0WWW.RFSWI.ORG
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear02000
IRS990ScheduleA/GiftsGrantsContribReceived509/Total02000
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year01
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years01
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years07
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years03
IRS990ScheduleA/GrossInvestmentIncome509/Total012
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear076729
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year069759
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years062540
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years053344
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years045134
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0307506
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year01
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years01
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years07
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years03
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total012
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090309506
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear078729
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year069759
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years062540
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years053344
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years045134
IRS990ScheduleA/Total509/Total0309506
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear078729
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year069760
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years062541
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years053351
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years045137
IRS990ScheduleA/TotalSupportTotal/Total0309518
IRS990ScheduleO/GeneralExplanation/Explanation0ACTIVITY CLASSIFICATION: . GRANTEE NAME: INDIVIDUAL GRANTS < $5,000. AMOUNT GIVEN: 230.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: ADVERTISING. AMOUNT: 60. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 3,961. DESCRIPTION: EQUIPMENT MAINTENANCE. AMOUNT: 4,108. DESCRIPTION: INSURANCE. AMOUNT: 1,754. DESCRIPTION: TRAVEL. AMOUNT: 5,788. DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,436. TOTAL TO FORM 990-EZ, LINE 16: 19,107.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,153. END OF YEAR AMOUNT: 595.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 3,165. END OF YEAR AMOUNT: 3,622. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 22. END OF YEAR AMOUNT: 22.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0542193142
ReturnHeader/Filer/Name/BusinessNameLine10REPRESENTATIVE FINANCIAL SERVICES INC
ReturnHeader/Filer/NameControl0REPR
ReturnHeader/Filer/Phone07154930636
ReturnHeader/Filer/USAddress/AddressLine10PO BOX B
ReturnHeader/Filer/USAddress/City0RHINELANDER
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0545010077
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-13
ReturnHeader/Officer/Name0BONNIE WITTROCK
ReturnHeader/Officer/Phone07154930636
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-11-12
ReturnHeader/PreparerFirm/EIN0391173131
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SCHENCK SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 23819
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREEN BAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0543053819
ReturnHeader/Preparer/Name0DAVID L MACCOUX
ReturnHeader/Preparer/Phone09204367800
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T11:42:44-06:00

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