Civic Intelligence

Community Payee Partnership

EIN 80-0682465 • 501(c)3 • San Francisco, CA

Profile

Support to individuals coping with disabling conditions and homelessness

P O Box 170464San Francisco, CA 94117

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$46,100

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

98th percentile

477%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,438

Up $5,323 (+477%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$6,438

Up $5,323 (+477%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$111,725

Down $23,677 (-17%) from 2023

Expenses

Down

$106,402

Down $31,415 (-23%) from 2023

Net Income

Up

$5,323

Up $7,738 (+320%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2012: $816Liabilities 2012: $02012Assets 2013: $1,959Liabilities 2013: $02013Assets 2014: $2,319Liabilities 2014: $02014Assets 2015: $12,681Net Assets 2015: $12,6812015Assets 2016: $12,749Net Assets 2016: $12,7492016Assets 2017: $3,471Net Assets 2017: $3,4712017Assets 2018: $7,623Net Assets 2018: $7,6232018Assets 2019: $8,069Net Assets 2019: $8,0692019Assets 2020: $11,956Net Assets 2020: $11,9562020Assets 2021: $8,559Net Assets 2021: $8,5592021Assets 2022: $3,530Net Assets 2022: $3,5302022Assets 2023: $1,115Net Assets 2023: $1,1152023Assets 2024: $6,438Net Assets 2024: $6,4382024

Highlighted filing

2024

Assets$6,438
Liabilities-
Net Assets$6,438
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2012: $70,083Expenses 2012: $71,074Net Income 2012: -$9912012Revenue 2013: $81,968Expenses 2013: $80,825Net Income 2013: $1,1432013Revenue 2014: $90,138Expenses 2014: $90,189Net Income 2014: -$512014Revenue 2015: $189,596Expenses 2015: $179,234Net Income 2015: $10,3622015Revenue 2016: $182,079Expenses 2016: $182,011Net Income 2016: $682016Revenue 2017: $188,708Expenses 2017: $197,987Net Income 2017: -$9,2792017Revenue 2018: $190,639Expenses 2018: $186,487Net Income 2018: $4,1522018Revenue 2019: $183,458Expenses 2019: $183,012Net Income 2019: $4462019Revenue 2020: $188,154Expenses 2020: $184,267Net Income 2020: $3,8872020Revenue 2021: $157,704Expenses 2021: $161,102Net Income 2021: -$3,3982021Revenue 2022: $144,123Expenses 2022: $149,152Net Income 2022: -$5,0292022Revenue 2023: $135,402Expenses 2023: $137,817Net Income 2023: -$2,4152023Revenue 2024: $111,725Expenses 2024: $106,402Net Income 2024: $5,3232024

Highlighted filing

2024

Revenue$111,725
Expenses$106,402
Net Income$5,323
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,438
Liabilities
-
Net assets
$6,438
Revenue
$111,725
Expenses
$106,402
Net income
$5,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.06$1.12$1.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.01$1.35$1.38$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.04$1.44$1.49$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.09$1.58$1.61$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.12$1.88$1.84$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.08$1.83$1.83$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.08$1.91$1.86$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.89$1.98$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.13$1.82$1.82$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.13$1.90$1.79$0.10
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.90$0.90$0.00
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.82$0.81$0.01
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.70$0.71$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.0
Gross Receipts
$111,725
Mission and Program Overview

Mission

Providing advocacy and support to individuals coping with stressors

Support to individuals coping with disabling conditions and homelessness.

Program Services

DescriptionGrantsExpenses
REPRESENTATIVE PAYEE /MONEY MANAGEMENT SERVICES - MANAGING SSI/SSDI/SSA RETIREMENT BENEFITS FOR 100 ADULTS WITH BEHAVIORAL HEALTH DISABILITIES WHO QUALIFY FOR SSA BENEFITS.-$90,157
CPP SUPPORTS OUR CLIENTS TO MAINTAIN MEDICAL AND MENTAL HEALTH TREATMENT ENGAGEMENT WITH THEIR PROVIDERS, AND CONTINUOUS STABLE HOUSING THROUGH DIRECT SERVICE, CASE MANAGEMENT, AND COORDINATION OF CARE.--
REPRESENTATIVE PAYEE SERVICES ENSURE OUR CLIENT'S DISABILITY ENTITLEMENTS ARE MAINTAINED THROUGH TIMELY COMPLETION OF SSA REPORTS AND ONGOING LIAISING WITH SSA STAFF.--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE GONZALEZVice PresidePT$39,040-$39,040
RACHEL BERMANTreasurerPT$10,500-$10,500
MONIQUE CORTESPresident-$0--
CHARLES BERMANSecretary-$0--
JUHYE PARKDirector-$0--
LIZ RAHNERDirector-$0--
ARIEL BUBBParlaimentar-$0--
TRUNG DUDirector-$0--
Filing and Contact Details

Filer

Filer Name
Community Payee Partnership
EIN
80-0682465
Phone
4155775586
Address
P O BOX 170464, SAN FRANCISCO, CA 94117

Signing Officer

Name
Rachel Berman
Title
Treasurer
Phone
4159284161
Signed
2025-10-23

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE- AVE PMB 227, OAKLAND, CA 94602
Preparer
Marjorie Williams-jones
Phone
5104826204
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 7,244 business registration renewal 250 phone/internet/fax/cell 4,224 internet/email 709 software programs 1,419 parking 2,385 transportation 118 meeting food + expenses 1,717 gift expense 160 general insurance 6,859 cpp bond 717 reimbursements 1,383 cpp fees 1,707 total 28,892”

Form 990-ez, Part II, Line 24

“Accounts receivable 560 0 total 560 0”

Raw XML Appendix154 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0555
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt05323
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013297
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt0111725
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt139040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210500
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONIQUE CORTES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES BERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUHYE PARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LIZ RAHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ARIEL BUBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TRUNG DU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0560
IRS990EZ/OtherExpensesTotalAmt028892
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TO INDIVIDUALS COPING WITH DISABLING CONDITIONS AND HOMELESSNESS.
IRS990EZ/PrintingPublicationsPostageAmt01563
IRS990EZ/ProgramServiceRevenueAmt0111725
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CPP SUPPORTS OUR CLIENTS TO MAINTAIN MEDICAL AND MENTAL HEALTH TREATMENT ENGAGEMENT WITH THEIR PROVIDERS, AND CONTINUOUS STABLE HOUSING THROUGH DIRECT SERVICE, CASE MANAGEMENT, AND COORDINATION OF CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2REPRESENTATIVE PAYEE SERVICES ENSURE OUR CLIENT'S DISABILITY ENTITLEMENTS ARE MAINTAINED THROUGH TIMELY COMPLETION OF SSA REPORTS AND ONGOING LIAISING WITH SSA STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090157
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt055926
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0106402
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0111725
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0737108
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111725
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0188154
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 7,244 BUSINESS REGISTRATION RENEWAL 250 PHONE/INTERNET/FAX/CELL 4,224 INTERNET/EMAIL 709 SOFTWARE PROGRAMS 1,419 PARKING 2,385 TRANSPORTATION 118 MEETING FOOD + EXPENSES 1,717 GIFT EXPENSE 160 GENERAL INSURANCE 6,859 CPP BOND 717 REIMBURSEMENTS 1,383 CPP FEES 1,707 TOTAL 28,892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 560 0 TOTAL 560 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159284161
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY PAYEE PARTNERSHIP
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ReturnHeader/Filer/EIN0800682465
ReturnHeader/Filer/PhoneNum04155775586
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ReturnHeader/Filer/USAddress/ZIPCd094117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-23T20:34:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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