Civic Intelligence

L & M Payee Services Inc

990EZ • Fiscal year 2012 • EIN 57-1238057

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 29, 2013

Organization ProfileN/A
PO Box 1336553213
Siviq Scores

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

Liabilities / Assets

84th percentile

0.32x

Higher debt load relative to assets than 84% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

38th percentile

-1.6%

Higher net margin than 38% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

44th percentile

-2.9%

Faster revenue growth than 44% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$1,625

Down $1,873 (-54%) from 2011

Net Assets

Down

$1,108

Down $763 (-41%) from 2011

Liabilities

Down

$517

Down $1,110 (-68%) from 2011

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin38th percentile

Revenue

Down

$46,489

Down $1,366 (-2.9%) from 2011

Expenses

Up

$47,252

Up $554 (+1.2%) from 2011

Net Income

Down

-$763

Down $1,920 (-166%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$15K$10K$5.0K$0Assets 2010: $2,033Liabilities 2010: $1,319Net Assets 2010: $7142010Assets 2011: $3,498Liabilities 2011: $1,627Net Assets 2011: $1,8712011Assets 2012: $1,625Liabilities 2012: $517Net Assets 2012: $1,1082012Assets 2013: $4,950Liabilities 2013: $476Net Assets 2013: $4,4742013Assets 2014: $3,398Liabilities 2014: $357Net Assets 2014: $3,0412014Assets 2015: $3,242Liabilities 2015: $862Net Assets 2015: $2,3802015Assets 2016: $9,311Liabilities 2016: $400Net Assets 2016: $8,9112016Assets 2017: $12,771Liabilities 2017: $1,357Net Assets 2017: $11,4142017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2012

Assets$1,625
Liabilities$517
Net Assets$1,108
Open 2012 Filing

Operations Trend

Revenue Growth44th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $41,321Expenses 2010: $43,268Net Income 2010: -$1,9472010Revenue 2011: $47,855Expenses 2011: $46,698Net Income 2011: $1,1572011Revenue 2012: $46,489Expenses 2012: $47,252Net Income 2012: -$7632012Revenue 2013: $50,102Expenses 2013: $46,736Net Income 2013: $3,3662013Revenue 2014: $38,263Expenses 2014: $39,696Net Income 2014: -$1,4332014Revenue 2015: $35,338Expenses 2015: $35,999Net Income 2015: -$6612015Revenue 2016: $45,672Expenses 2016: $39,141Net Income 2016: $6,5312016Revenue 2017: $41,231Expenses 2017: $38,728Net Income 2017: $2,5032017Revenue 2018: $32,238Expenses 2018: $43,652Net Income 2018: -$11,4142018

Highlighted filing

2012

Revenue$46,489
Expenses$47,252
Net Income-$763
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 29, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

The agency offers representative payee services in milwaukee county to individuals receiving social security income or disability who have difficulty managing their financial responsabilities as well as protects then from financial exploitation and abuse.

Filing and Contact Details

Filer

EIN
57-1238057
Raw XML Appendix167 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY03459
IRS990EZ/CashSavingsAndInvestments/EOY01615
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-763
IRS990EZ/FeesAndOthPymtToIndContractors01492
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrossReceipts046489
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY01871
IRS990EZ/NetAssetsOrFundBalancesBOY01871
IRS990EZ/NetAssetsOrFundBalances/EOY01108
IRS990EZ/NetAssetsOrFundBalancesEOY01108
IRS990EZ/OccupancyRentUtilitiesAndMaint02550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition210.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition340.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation22075
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation333600
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JANIA BLEDSOE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1NEAL MIKULSKI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ROSANNE NORWOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3RONALD NORWOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY039
IRS990EZ/OtherAssetsTotal/EOY010
IRS990EZ/OtherExpensesTotal04044
IRS990EZ/OtherRevenueTotal0107
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE AGENCY OFFERS REPRESENTATIVE PAYEE SERVICES IN MILWAUKEE COUNTY TO INDIVIDUALS RECEIVING SOCIAL SECURITY INCOME OR DISABILITY WHO HAVE DIFFICULTY MANAGING THEIR FINANCIAL RESPONSABILITIES AS WELL AS PROTECTS THEN FROM FINANCIAL EXPLOITATION AND ABUSE.
IRS990EZ/PrintingPublicationsPostage0762
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SOCIAL SECURITY BENEFITS WERE MANAGED FOR A TOTAL OF 102 CLIENTS AT THE END OF 2012. THAT WAS AN DECREASE OF 5 CLIENTS FROM THE END OF 2011. CLIENTS WERE MET IN A ONE ON ONE BASIS AT LEAST ONCE A MONTH AND THEIR BILLS WERE PAID DIRECTLY THROUGH THE PAYEE SERVICES DURING THE MONTH. RESIDUAL WAS DISBURSED TO THE CLIENTS AFTER BILLS WERE PAID.
IRS990EZ/ProgramServiceRevenue046382
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SalariesOtherCompEmplBenefits038404
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY01627
IRS990EZ/SumOfTotalLiabilities/EOY0517
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine105438 W Notre Dame Crt
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Milwaukee
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053208
IRS990EZ/TheBooksAreInCareOf/NamePerson0Ronald Norwood
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04147040586
IRS990EZ/TotalAssets/BOY03498
IRS990EZ/TotalAssets/EOY01625
IRS990EZ/TotalExpenses047252
IRS990EZ/TotalRevenue046489
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/First5Years5090X
IRS990ScheduleA/GiftsGrantsContribReceived509/Total00
IRS990ScheduleA/GrossInvestmentIncome509/Total00
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total00
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.00000
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Accounts Payable and Accrued Expenses - Beginning $1627 Accounts Payable and Accrued Expenses - Ending $517
IRS990ScheduleO/GeneralExplanation/Explanation1Intangible Assets - Beginning $7 Intangible Assets - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation2Machinery and Equipment - Beginning $32 Machinery and Equipment - Ending $10
IRS990ScheduleO/GeneralExplanation/Explanation3MISCELLANEOUS $55
IRS990ScheduleO/GeneralExplanation/Explanation4BANK FEES $230
IRS990ScheduleO/GeneralExplanation/Explanation5INTERNET $317
IRS990ScheduleO/GeneralExplanation/Explanation6TELEPHONE $1297
IRS990ScheduleO/GeneralExplanation/Explanation7Insurance $725
IRS990ScheduleO/GeneralExplanation/Explanation8Amortization $7
IRS990ScheduleO/GeneralExplanation/Explanation9Depreciation $22
IRS990ScheduleO/GeneralExplanation/Explanation10Travel $1025
IRS990ScheduleO/GeneralExplanation/Explanation11Office Expenses $366
IRS990ScheduleO/GeneralExplanation/Explanation12MISCELLANEOUS INCOME $107
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 24.1012
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.1010
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier12Form 990-EZ, Part I, Line 8.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Total Liabilities.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Assets.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Assets.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.1010
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference12Other Revenue.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0571238057
ReturnHeader/Filer/Name/BusinessNameLine10L & M PAYEE SERVICES INC
ReturnHeader/Filer/NameControl0L&MP
ReturnHeader/Filer/Phone04147040586
ReturnHeader/Filer/USAddress/AddressLine10PO Box 13365
ReturnHeader/Filer/USAddress/City0Wauwatosa
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053213
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-29
ReturnHeader/Officer/Name0RONALD NORWOOD
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Roland E Daneau CPA SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105215 North Ironwood Rd - Suite 106
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Glendale
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053217
ReturnHeader/Preparer/Name0Roland E Daneau CPA
ReturnHeader/Preparer/Phone04149621400
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-29T09:53:35-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,625
Liabilities
$517
Net assets
$1,108
Revenue
$46,489
Expenses
$47,252
Net income
-$763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$32.2$43.7$11.4
2017Detailed filing. Detailed filing data is available for this year.$12.8$1.36$11.4$41.2$38.7$2.50
2016Detailed filing. Detailed filing data is available for this year.$9.31$0.40$8.91$45.7$39.1$6.53
2015Detailed filing. Detailed filing data is available for this year.$3.24$0.86$2.38$35.3$36.0$0.66
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.36$3.04$38.3$39.7$1.43
2013Detailed filing. Detailed filing data is available for this year.$4.95$0.48$4.47$50.1$46.7$3.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.52$1.11$46.5$47.3$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$1.63$1.87$47.9$46.7$1.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$1.32$0.71$41.3$43.3$1.95