Civic Intelligence

L & M Payee Services Inc

990EZ • Fiscal year 2016 • EIN 57-1238057

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

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

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

86th percentile

$28,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 62.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

187%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$9,311

Up $6,069 (+187%) from 2015

Net Assets

Up

$8,911

Up $6,531 (+274%) from 2015

Liabilities

Down

$400

Down $462 (-54%) from 2015

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin70th percentile

Revenue

Up

$45,672

Up $10,334 (+29%) from 2015

Expenses

Up

$39,141

Up $3,142 (+8.7%) from 2015

Net Income

Up

$6,531

Up $7,192 (+1088%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2016

Assets$9,311
Liabilities$400
Net Assets$8,911
Open 2016 Filing

Operations Trend

Revenue Growth79th 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

2016

Revenue$45,672
Expenses$39,141
Net Income$6,531
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$45,672
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 BEING MANAGED FOR A TOTAL OF 80 CLIENTS AT THE END OF 2016. THAT WAS A DECREASE OF 5 FROM THE END OF 2015, ALTHOUGH 102 DIFFERENT CLIENTS WERE SERVICED AT SOME POINT DURING 2016. 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.$39,141-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD NORWOODPresidentFT$28,500-$28,500
ROSANNE NORWOODTreasurerPT$660-$660
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
2017-05-10
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 $196”

Other Expenses.1005

“Travel $1273”

Other Expenses.1012

“Insurance $820”

Other Expenses.1

“TELEPHONE $1200”

Other Expenses.3

“INTERNET $316”

Other Expenses.4

“MISCELLANEOUS $111”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $862 Accounts Payable and Accrued Expenses - Ending $400”

Raw XML Appendix141 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/BOYAmt03242
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06531
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01020
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03242
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09311
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt045672
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08911
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08911
IRS990EZ/OccupancyRentUtltsAndMaintAmt02200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt028500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1660
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/OtherExpensesTotalAmt03916
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/PrintingPublicationsPostageAmt0614
IRS990EZ/ProgramServiceRevenueAmt045672
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL SECURITY BENEFITS WERE BEING MANAGED FOR A TOTAL OF 80 CLIENTS AT THE END OF 2016. THAT WAS A DECREASE OF 5 FROM THE END OF 2015, ALTHOUGH 102 DIFFERENT CLIENTS WERE SERVICED AT SOME POINT DURING 2016. 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/GrantsAndAllocationsAmt039141
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt031391
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0862
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039141
IRS990EZ/TotalProgramServiceExpensesAmt039141
IRS990EZ/TotalRevenueAmt045672
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 $196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERNET $316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $862 Accounts Payable and Accrued Expenses - Ending $400
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/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD NORWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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/ReturnTs02017-05-10T08:27:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,311
Liabilities
$400
Net assets
$8,911
Revenue
$45,672
Expenses
$39,141
Net income
$6,531
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