Liabilities / Assets
94th percentile
Higher debt load relative to assets than 94% of similar nonprofits.
990EZ • Fiscal year 2020 • EIN 54-2193142
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
94th percentile
Higher debt load relative to assets than 94% of similar nonprofits.
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 13.5% of source-year revenue.
Asset Growth
6th percentile
Faster asset growth than 6% of similar nonprofits.
Revenue Growth
65th percentile
Faster revenue growth than 65% of similar nonprofits.
Assets
Down$7,191
Down $13,756 (-66%) from 2019
Net Assets
-$374
No earlier filing loaded for comparison.
Liabilities
Down$7,565
Down $20,078 (-73%) from 2019
Revenue
Up$62,432
Up $288 (+0.5%) from 2019
Expenses
Down$62,703
Down $2,091 (-3.2%) from 2019
Net Income
Up-$271
Up $2,379 (+90%) from 2019
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
The SS Administration requires our agency to be a non-profit corp to act as representative payee for out clients receiving SSA benefits who need our insured professional financial management due to disability or advanced age
| Description | Grants | Expenses |
|---|---|---|
| RFS has provided safe, insured financial managementservices to individuals needing these services | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KATHLEEN BAKER | Treasurer/ Key Employee | PT | $8,400 | - | $8,400 |
| BONNIE WITTROCK | President/Key Employee | PT | $4,900 | - | $4,900 |
| SHELLEY EADES | Secretary | PT | $3,600 | - | $3,600 |
| JEREMY BAKER | Vice-Pres | - | $0 | - | - |
“Payroll tax expense 2002.”
“INSURANCE 2638.”
“OFFICE SUPPLIES 3587.”
“Auto/mileage expense 316.”
“ADVERTISING 25.”
“LICENSES 725.”
“DUES/SUBSCRIPTIONS 200.”
“INTEREST 3144.”
“Accounts receivables were overstated -10007.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SHELLEY EADES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7154933167 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX B |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | RHINELANDER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54501 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 2637 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 1741 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1802 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -271 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3190 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 18281 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 7191 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 62432 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 9904 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -374 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 9904 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -374 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 20542 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 3600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 8400 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 4900 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEREMY BAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHELLEY EADES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KATHLEEN BAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BONNIE WITTROCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | VICE-PRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER/ KEY EMPLOYEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT/KEY EMPLOYEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 15644 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 5450 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -10007 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12637 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The SS Administration requires our agency to be a non-profit corp to act as representative payee for out clients receiving SSA benefits who need our insured professional financial management due to disability or advanced age |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3504 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 60630 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | RFS has provided safe, insured financial managementservices to individuals needing these services |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 22830 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 8377 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 7565 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 62703 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 62432 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1802 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1643 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4243 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 456 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1349 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 9493 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 60630 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 60501 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 61493 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 64625 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 65323 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 312572 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 322065 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 62432 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 62144 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 65736 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 65081 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 66672 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 322065 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 322065 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PAYROLL TAX EXPENSE 2002. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | INSURANCE 2638. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | OFFICE SUPPLIES 3587. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | AUTO/MILEAGE EXPENSE 316. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ADVERTISING 25. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | LICENSES 725. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DUES/SUBSCRIPTIONS 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | INTEREST 3144. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Accounts receivables were overstated -10007. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 20 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kathleen Baker |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7154933167 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | REPRESENTATIVE FINANCIAL SERVICES INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | REPR |
| ReturnHeader/Filer/EIN | 0 | 542193142 |
| ReturnHeader/Filer/PhoneNum | 0 | 7154933167 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX B |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RHINELANDER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 54501 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLC PAYROLL ACCOUNTING & TAX SERVICES LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1216 EAGLE ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RHINELANDER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 54501 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7153653500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-05-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Cindy L Carroll |
| ReturnHeader/ReturnTs | 0 | 2021-05-19T12:54:36-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Kathleen |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Baker |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.