Civic Intelligence

Regional Representative Payee Servi

990EZ • Fiscal year 2014 • EIN 80-0653505

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

633 High StreetRoom/Suite 201Hamilton, OH 45011

(513) 737-2571

Siviq Scores

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

Liabilities / Assets

95th percentile

0.93x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

2.82x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

97th percentile

$59,698

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

6.0%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$469,803

Down $9,574 (-2.0%) from 2013

Net Assets

Down

$31,201

Down $421 (-1.3%) from 2013

Liabilities

Down

$438,602

Down $9,153 (-2.0%) from 2013

Revenue

Up

$155,439

Up $8,756 (+6.0%) from 2013

Expenses

Up

$155,860

Up $14,350 (+10%) from 2013

Net Income

Down

-$421

Down $5,594 (-108%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2011: $474,002Liabilities 2011: $452,7862011Assets 2012: $481,650Liabilities 2012: $455,201Net Assets 2012: $26,4492012Assets 2013: $479,377Liabilities 2013: $447,755Net Assets 2013: $31,6222013Assets 2014: $469,803Liabilities 2014: $438,602Net Assets 2014: $31,2012014Assets 2015: $526,677Liabilities 2015: $499,009Net Assets 2015: $27,6682015Assets 2016: $476,487Liabilities 2016: $467,086Net Assets 2016: $9,4012016Assets 2017: $478,174Liabilities 2017: $474,070Net Assets 2017: $4,1042017Assets 2018: $502,746Liabilities 2018: $499,009Net Assets 2018: $3,7372018Assets 2019: $506,570Liabilities 2019: $496,362Net Assets 2019: $10,2082019Assets 2020: $804,272Liabilities 2020: $790,987Net Assets 2020: $13,2852020Assets 2021: $688,137Liabilities 2021: $685,590Net Assets 2021: $2,5472021Assets 2022: $629,522Liabilities 2022: $656,997Net Assets 2022: -$27,4752022Assets 2023: $809,477Liabilities 2023: $792,343Net Assets 2023: $17,1342023Assets 2024: $891,636Liabilities 2024: $885,721Net Assets 2024: $5,9152024

Highlighted filing

2014

Assets$469,803
Liabilities$438,602
Net Assets$31,201

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $115,087Expenses 2011: $95,933Net Income 2011: $19,1542011Revenue 2012: $140,331Expenses 2012: $135,098Net Income 2012: $5,2332012Revenue 2013: $146,683Expenses 2013: $141,510Net Income 2013: $5,1732013Revenue 2014: $155,439Expenses 2014: $155,860Net Income 2014: -$4212014Revenue 2015: $157,571Expenses 2015: $166,280Net Income 2015: -$8,7092015Revenue 2016: $164,922Expenses 2016: $183,189Net Income 2016: -$18,2672016Revenue 2017: $157,308Expenses 2017: $162,605Net Income 2017: -$5,2972017Revenue 2018: $162,017Expenses 2018: $162,384Net Income 2018: -$3672018Revenue 2019: $166,927Expenses 2019: $160,456Net Income 2019: $6,4712019Revenue 2020: $174,076Expenses 2020: $170,999Net Income 2020: $3,0772020Revenue 2021: $150,568Expenses 2021: $161,306Net Income 2021: -$10,7382021Revenue 2022: $157,992Expenses 2022: $188,014Net Income 2022: -$30,0222022Revenue 2023: $156,554Expenses 2023: $179,871Net Income 2023: -$23,3172023Revenue 2024: $135,222Expenses 2024: $153,147Net Income 2024: -$17,9252024

Highlighted filing

2014

Revenue$155,439
Expenses$155,860
Net Income-$421
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$155,439
Mission and Program Overview

Mission

Regional representative payee services provided counseling and bill payments for individuals that could not manage their own finances.

Program Services

DescriptionGrantsExpenses
REGIONAL REPRESENTATIVE PAYEE SERVICES PROVIDED COUNSELING AND BILL PAYMENTS FOR INDIVIDUALS THAT COULD NOT MANAGE THEIR OWN FINANCES.-$155,428
REGIONAL REPRESENTATIVE PAYEE SERVICES PROVIDED COUNSELING AND BILL PAYMENTS FOR INDIVIDUALS THAT COULD NOT MANAGE THEIR OWN FINANCES.-$432
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA J ECTORCEOFT$59,698-$59,698
ASHLEY ECTORVice PresideFT$7,300-$7,300
KELLY POSEYTreasurer-$0--
BONITA BINFORDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Regional Representative Payee Servi
EIN
80-0653505
Phone
5137372571
Address
633 HIGH STREET, ROOM/SUITE 201, HAMILTON, OH 45011

Signing Officer

Name
Linda J Ector
Title
CEO
Phone
5137372571
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Mike Wagner CPA
Address
726 STOUT AVE, CINCINNATI, OH 45215-2734
Preparer
Mike Wagner
Phone
5132137665
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office exp. 4,096 information tech. 1,665 travel 4,515 conferences and conv. 3,220 insurance 626 postage and shipping 6,410 telephone 1,853 utilities 348 maintenance 583 other expenses 1,952 non-investment depreciation 432 total 25,700

Form 990-ez, Part II, Line 24

Furniture 0 1,900 less accumulated depreciation 0 1,509 equipment 0 2,396 less accumulated depreciation 0 1,982 escrow account 447,108 435,151 net furniture boy 846 0 net equipment boy 861 0 total 448,815 435,956

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 647 3,451 escrow account 447,108 435,151

Form 990-ez, Part III

Regional representative payee services provided counseling and bill payments for individuals that could not manage their own finances.

Form 990-ez, Part III, Line 31

Regional representative payee services provided counseling and bill payments for individuals that could not manage their own finances.

Raw XML Appendix115 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/BusinessName/BusinessNameLine1Txt0REGIONAL REPRESENTATIVE PAYEE
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum05137372571
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0633 HIGH STREET SUITE 201
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033847
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-421
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016701
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0479377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0469803
IRS990EZ/GrossReceiptsAmt0155439
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031622
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031201
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031622
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031201
IRS990EZ/OccupancyRentUtltsAndMaintAmt06000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt259698
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt37300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY POSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONITA BINFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA J ECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY ECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0448815
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0435956
IRS990EZ/OtherExpensesTotalAmt025700
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REGIONAL REPRESENTATIVE PAYEE SERVICES PROVIDED COUNSELING AND BILL PAYMENTS FOR INDIVIDUALS THAT COULD NOT MANAGE THEIR OWN FINANCES.
IRS990EZ/PrintingPublicationsPostageAmt02772
IRS990EZ/ProgramServiceRevenueAmt0155439
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REGIONAL REPRESENTATIVE PAYEE SERVICES PROVIDED COUNSELING AND BILL PAYMENTS FOR INDIVIDUALS THAT COULD NOT MANAGE THEIR OWN FINANCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REGIONAL REPRESENTATIVE PAYEE SERVICES PROVIDED COUNSELING AND BILL PAYMENTS FOR INDIVIDUALS THAT COULD NOT MANAGE THEIR OWN FINANCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0155428
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1432
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0104687
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0447755
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0438602
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0155860
IRS990EZ/TotalProgramServiceExpensesAmt0155860
IRS990EZ/TotalRevenueAmt0155439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXP. 4,096 INFORMATION TECH. 1,665 TRAVEL 4,515 CONFERENCES AND CONV. 3,220 INSURANCE 626 POSTAGE AND SHIPPING 6,410 TELEPHONE 1,853 UTILITIES 348 MAINTENANCE 583 OTHER EXPENSES 1,952 NON-INVESTMENT DEPRECIATION 432 TOTAL 25,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURNITURE 0 1,900 LESS ACCUMULATED DEPRECIATION 0 1,509 EQUIPMENT 0 2,396 LESS ACCUMULATED DEPRECIATION 0 1,982 ESCROW ACCOUNT 447,108 435,151 NET FURNITURE BOY 846 0 NET EQUIPMENT BOY 861 0 TOTAL 448,815 435,956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 647 3,451 ESCROW ACCOUNT 447,108 435,151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGIONAL REPRESENTATIVE PAYEE SERVICES PROVIDED COUNSELING AND BILL PAYMENTS FOR INDIVIDUALS THAT COULD NOT MANAGE THEIR OWN FINANCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REGIONAL REPRESENTATIVE PAYEE SERVICES PROVIDED COUNSELING AND BILL PAYMENTS FOR INDIVIDUALS THAT COULD NOT MANAGE THEIR OWN FINANCES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA J ECTOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05137372571
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REGIONAL REPRESENTATIVE PAYEE SERVI
ReturnHeader/Filer/BusinessNameControlTxt0REGI
ReturnHeader/Filer/EIN0800653505
ReturnHeader/Filer/PhoneNum05137372571
ReturnHeader/Filer/USAddress/AddressLine1Txt0633 HIGH STREET
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 201
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIKE WAGNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0726 STOUT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452152734
ReturnHeader/PreparerPersonGrp/PhoneNum05132137665
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE WAGNER
ReturnHeader/ReturnTs02015-05-14T16:03:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$8.86$0.06$1.35$1.53$0.18
2023Summary only. Only limited summary data is available for this year.$8.09$7.92$0.17$1.57$1.80$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$6.57$0.27$1.58$1.88$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.88$6.86$0.03$1.51$1.61$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.04$7.91$0.13$1.74$1.71$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$4.96$0.10$1.67$1.60$0.06
2018Summary only. Only limited summary data is available for this year.$5.03$4.99$0.04$1.62$1.62$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$4.74$0.04$1.57$1.63$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$4.67$0.09$1.65$1.83$0.18
2015Summary only. Only limited summary data is available for this year.$5.27$4.99$0.28$1.58$1.66$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.70$4.39$0.31$1.55$1.56$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.79$4.48$0.32$1.47$1.42$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$4.55$0.26$1.40$1.35$0.05
2011Summary only. Only limited summary data is available for this year.$4.74$4.53$1.15$0.96$0.19