Civic Intelligence

Regional Representative Payee Servi

990 • Fiscal year 2023 • EIN 80-0653505

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A

View Organization Page

1755 S Erie BlvdHamilton, OH 45011

(513) 737-2571

Siviq Scores

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

Liabilities / Assets

96th percentile

0.98x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

5.06x

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

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$70,240

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 44.9% of source-year revenue.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-0.9%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Flat

$809,477

Flat from 2023

Net Assets

Flat

$17,134

Flat from 2023

Liabilities

Flat

$792,343

Flat from 2023

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin17th percentile

Revenue

Flat

$156,554

Flat from 2023

Expenses

Flat

$179,871

Flat from 2023

Net Income

Flat

-$23,317

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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 2023: $809,477Liabilities 2023: $792,343Net Assets 2023: $17,1342023Assets 2024: $891,636Liabilities 2024: $885,721Net Assets 2024: $5,9152024

Highlighted filing

2023

Assets$809,477
Liabilities$792,343
Net Assets$17,134
Open 2023 Filing

Operations Trend

Revenue Growth34th percentile

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 2023: $156,554Expenses 2023: $179,871Net Income 2023: -$23,3172023Revenue 2024: $135,222Expenses 2024: $153,147Net Income 2024: -$17,9252024

Highlighted filing

2023

Revenue$156,554
Expenses$179,871
Net Income-$23,317
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$156,554
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$10,233$17,134▲ $6,901
Rtn Earn Endowment Incm Other Fnds$-27,475$17,134▲ $44,609
Total Assets$629,522$809,477▲ $179,955
Other Assets Total$619,289$792,343▲ $173,054
Liabilities
Escrow Account Liability$656,997$792,343▲ $135,346
Total Liabilities$656,997$792,343▲ $135,346
Net Assets / Fund Balance
Total Net Assets Fund Balance$-27,475$17,134▲ $44,609
Total Liabilities and Net Assets / Fund Balance$629,522$809,477▲ $179,955

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,296$4,296
Equipment-$628$628
Other Assets Org$792,343--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda J EctorCEOFT$70,240$70,240

Board Members and Trustees

NameTitle
Bonita BinfordSecretary
Kelly PoseyTreasurer
Ashley JonesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$156,554
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-23,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,008
Salaries, Compensation, and Employee Benefits$78,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,186--$72,186
Fees for Services Other$54,414--$54,414
Occupancy$13,998--$13,998
Information Technology$6,481--$6,481
Fees for Services Accounting-$6,437-$6,437
Office Expenses$5,888--$5,888
Other Employee Benefits$3,548--$3,548
Payroll Taxes$3,129--$3,129
Travel$3,088--$3,088
Conferences and Meetings$1,954--$1,954
Insurance-$1,432-$1,432
Other Expenses$501--$501
All Other Expenses-$284-$284
Total Functional Expenses$171,718$8,153$0$179,871
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Linda j ector ashley jones president vice preside mother/daughter”

Form 990, Page 6, Part VI, Line 9

“Kelly posey 1993 ridgetop way cincinnati, oh 45238 bonita binford 7144 clovernook cincinnati, oh 45231”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Regional Representative Payee Servi
EIN
80-0653505
Phone
5137372571
Address
1755 S ERIE BLVD, HAMILTON, OH 45011

Signing Officer

Name
Linda J Ector
Title
CEO
Phone
5137372571
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda J Ector
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

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

Additional Explanations

Form 990, Page 2, Part III, Line 4D

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

Form 990, Part IX, Line 11G

“Bank fees 6,584 0 0 ach client expense net 47,830 0 0 total 54,414 0 0”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Regional representative payee services provided bill payments for individuals that could not manage their own finances. Examples of the types of payments that were paid are rent payments, utility payments, etc.”

Raw XML Appendix294 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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt06481
IRS990/InsuranceGrp/ManagementAndGeneralAmt01432
IRS990/InsuranceGrp/TotalAmt01432
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04924
IRS990/LandBldgEquipCostOrOtherBssAmt04924
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-27475
IRS990/NetAssetsOrFundBalancesEOYAmt017134
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt013998
IRS990/OccupancyGrp/TotalAmt013998
IRS990/OfficeExpensesGrp/ProgramServicesAmt05888
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IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt03129
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IRS990/PoliticalCampaignActyInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINDA J ECTOR ASHLEY JONES PRESIDENT VICE PRESIDE MOTHER/DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KELLY POSEY 1993 RIDGETOP WAY CINCINNATI, OH 45238 BONITA BINFORD 7144 CLOVERNOOK CINCINNATI, OH 45231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES 6,584 0 0 ACH CLIENT EXPENSE NET 47,830 0 0 TOTAL 54,414 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0179871
IRS990/TotalGrossUBIAmt00
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd045240
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA J ECTOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05137372571
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REGIONAL REPRESENTATIVE PAYEE SERVI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CES
ReturnHeader/Filer/BusinessNameControlTxt0REGI
ReturnHeader/Filer/EIN0800653505
ReturnHeader/Filer/PhoneNum05137372571
ReturnHeader/Filer/USAddress/AddressLine1Txt01755 S ERIE BLVD
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462092379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIKE WAGNER CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0726 STOUT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452152734
ReturnHeader/PreparerPersonGrp/PhoneNum05132137665
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE WAGNER
ReturnHeader/ReturnTs02024-11-15T14:02:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$809,477
Liabilities
$792,343
Net assets
$17,134
Revenue
$156,554
Expenses
$179,871
Net income
-$23,317
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
2023Detailed filing. Detailed filing data is available for this year.$8.09$7.92$0.17$1.57$1.80$0.23
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