Civic Intelligence

L & M Payee Services Inc

990EZ • Fiscal year 2014 • EIN 57-1238057

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization ProfileN/A
PO Box 13365Wauwatosa, WI 53213

(414) 704-0586

Siviq Scores

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

Liabilities / Assets

77th percentile

0.11x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

32nd percentile

-3.7%

Higher net margin than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$28,800

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 75.3% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

14th percentile

-31%

Faster asset growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$3,398

Down $1,552 (-31%) from 2013

Net Assets

Down

$3,041

Down $1,433 (-32%) from 2013

Liabilities

Down

$357

Down $119 (-25%) from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin32nd percentile

Revenue

Down

$38,263

Down $11,839 (-24%) from 2013

Expenses

Down

$39,696

Down $7,040 (-15%) from 2013

Net Income

Down

-$1,433

Down $4,799 (-143%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2014

Assets$3,398
Liabilities$357
Net Assets$3,041
Open 2014 Filing

Operations Trend

Revenue Growth20th 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

2014

Revenue$38,263
Expenses$39,696
Net Income-$1,433
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Gross Receipts
$38,263
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.

Program Services

DescriptionGrantsExpenses
SOCIAL SECURITY BENEFITS WERE MANAGED FOR A TOTAL OF 85 CLIENTS AT THE END OF 2014. THAT WAS AN DECREASE OF 7 CLIENTS FROM THE END OF 2013, ALTHOUGH 95 DIFFERENT CLIENTS WERE SERVICED AT SOME POINT DURING 2014. 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.$39,696-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD NORWOODPresidentFT$28,800-$28,800
ROSANNE NORWOODTreasurerPT$1,320-$1,320
NEAL MIKULSKIVice President-$0--
JANIA BLEDSOESecretary-$0--
Filing and Contact Details

Filer

Filer Name
L & M Payee Services Inc
EIN
57-1238057
Phone
4147040586
Address
PO Box 13365, Wauwatosa, WI 53213

Signing Officer

Name
Ronald Norwood
Title
President
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Roland E Daneau CPA SC
Address
5215 North Ironwood Rd - Suite 106, Glendale, WI 53217
Preparer
Roland E Daneau CPA
Phone
4149621400
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $130”

Other Expenses.1005

“Travel $686”

Other Expenses.1012

“Insurance $820”

Other Expenses.1

“TELEPHONE $1393”

Other Expenses.3

“INTERNET $376”

Other Expenses.4

“MISCELLANEOUS $43”

Other Expenses.5

“BANK FEES $11”

Other Assets.1005

“Accounts Receivable - Beginning $1648 Accounts Receivable - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $476 Accounts Payable and Accrued Expenses - Ending $357”

Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ronald Norwood
IRS990EZ/BooksInCareOfDetail/PhoneNum04147040586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05438 W Notre Dame Crt
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03302
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1433
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01195
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04950
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03398
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt038263
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04474
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03041
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04474
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03041
IRS990EZ/OccupancyRentUtltsAndMaintAmt02000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt028800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD NORWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSANNE NORWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NEAL MIKULSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANIA BLEDSOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01648
IRS990EZ/OtherExpensesTotalAmt03459
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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/PrintingPublicationsPostageAmt0618
IRS990EZ/ProgramServiceRevenueAmt038263
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL SECURITY BENEFITS WERE MANAGED FOR A TOTAL OF 85 CLIENTS AT THE END OF 2014. THAT WAS AN DECREASE OF 7 CLIENTS FROM THE END OF 2013, ALTHOUGH 95 DIFFERENT CLIENTS WERE SERVICED AT SOME POINT DURING 2014. 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039696
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032424
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0476
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0357
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039696
IRS990EZ/TotalProgramServiceExpensesAmt039696
IRS990EZ/TotalRevenueAmt038263
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $1393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERNET $376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $1648 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $476 Accounts Payable and Accrued Expenses - Ending $357
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD NORWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0L & M PAYEE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0L&MP
ReturnHeader/Filer/EIN0571238057
ReturnHeader/Filer/PhoneNum04147040586
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 13365
ReturnHeader/Filer/USAddress/CityNm0Wauwatosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roland E Daneau CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05215 North Ironwood Rd - Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053217
ReturnHeader/PreparerPersonGrp/PhoneNum04149621400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roland E Daneau CPA
ReturnHeader/ReturnTs02015-04-24T11:23:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,398
Liabilities
$357
Net assets
$3,041
Revenue
$38,263
Expenses
$39,696
Net income
-$1,433
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