Civic Intelligence

Community Payee Partnership

990EZ • Fiscal year 2017 • EIN 80-0682465

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 03, 2018

P O Box 170464San Francisco, CA 94117

(415) 577-5586

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$62,250

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 33.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-73%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

3.6%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,471

Down $9,278 (-73%) from 2016

Net Assets

Down

$3,471

Down $9,278 (-73%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$188,708

Up $6,629 (+3.6%) from 2016

Expenses

Up

$197,987

Up $15,976 (+8.8%) from 2016

Net Income

Down

-$9,279

Down $9,347 (-13746%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$3,471
Liabilities-
Net Assets$3,471

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$188,708
Expenses$197,987
Net Income-$9,279
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 3, 2018
Return Version
2017v2.3
Gross Receipts
$188,708
Mission and Program Overview

Mission

Providing advocacy and support to individuals coping with stressors

Program Services

DescriptionGrantsExpenses
SF HOT - CPP PARTNERS ON SITE AT THE SAN FRANCISCO HOMELESS OUTREACH TEAM 2 DAYS PER WEEK TO MEET THE PARTICULAR NEEDS OF THE CHRONICALLY HOMELESS POPULATION ... (SEE SCHEDULE O FOR FULL STATEMENT)-$78,155
REPRESENTATIVE PAYEE /MONEY MANAGEMENT SERVICES - MANAGING SSI/SSDI/SSA RETIREMENT BENEFITS FOR 285 ADULTS WITH BEHAVIORAL HEALTH DISABILITIES WHO QUALIFY FOR SSA BENEFITS. (SEE SCHEDULE O FOR FULL STATEMENT)-$69,471
COMMUNITY PARTNERS CASE MANAGEMENT (CPCM) IS A PRIVATE CASE MANAGEMENT ORGANIZATION PROVIDING CULTURALLY SENSITIVE ADVOCACY AND SUPPORT TO INDIVIDUALS AND FAMILIES COPING WITH STRESSORS RELATED TO AGING, BEHAVIORAL HEALTH CONDITIONS, AND OTHER DISABILITIES. OUR CLINICAL CASE MANAGEMENT TEAM PROMOTES AUTONOMY AND INDEPENDENCE THROUGH LINKAGE TO APPROPRIATE RESOURCES AND SUPPORTS, WHILE NAVIGATING HEALTHCARE SYSTEMS AND BARRIERS.-$17,367
FEDERAL FIDUCIARY SERVICES - APPOINTED BY VA WESTERN AREA FIDUCIARY HUB TO MANAGE THE VA COMPENSATION AND ANNUAL REPORTING & ACCOUNTING REQUIREMENTS FOR 26 DISABLED VETERANS. (SEE SCHEDULE O FOR FULL STATEMENT)-$8,685
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL RODRIQUEZTreasurerPT$62,250-$62,250
LIZ RAHNERVice PresidePT$35,748-$35,748
MONIQUE CORTESPresidentPT$0--
KHARYDVORAL-EWELParliamentarPT$0--
CHARLES BERMANSecretaryPT$0--
KEN YEEDirector-$0--
JUHYE PARKDirector-$0--
KELLEY OGAMIDirector-$0--
ARIEL BUBBGrievance Mo-$0--
BOAE KIMDirector-$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 Rodriquez
Title
Treasurer
Phone
4159284161
Signed
2018-11-03

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE AVE, OAKLAND, CA 94602-2327
Preparer
Marjorie Williams-jones
Phone
5104826204
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 9,485 expenses not reimbursed 324 phone/internet/fax/cell 5,528 it costs 3,475 computer 1,966 software programs 2,317 parking 4,453 transportation 278 meeting food + expenses 3,574 gift expense 201 directors + officers insuranc 1,505 cpp bond 2,416 liability, auto, sexual conta 2,488 property insurance 266 general insurance 1,813 total 40,089

Form 990-ez, Part III

Part iii, purpose the organization partners with individuals who, due to mental health conditions, substance abuse, or other circumstances, benefit from the care and support of representative, payee services to manage their financial lives. As representative payee, the organization provides effective money management by partnering with the client to pay rent, monthly bills, create savings goals, maintain financial records, and coordinate disbursement plans to best meet the individuals' needs. The goal is to help protect clients from fraud and financial abuse. Program service accomplishment statements line 28 representative payee /money management services - managing ssi/ssdi/ssa retirement benefits for 285 adults with behavioral health disabilities who qualify for ssa benefits. Cpp ensures timely reporting/accounting to ssa and ensured funds were disbursed to maintain housing, food, clothing and basic health care needs, while repaying debts. Cpp provides limited and episodic case management, and works in close collaboration with the client's behavioral health clinic (i.e., case managers, and medical/psychiatric behaviors) to promote wellness, engagement in care, and safety. Line 29 federal fiduciary services - appointed by va western area fiduciary hub to manage the va compensation and annual reporting & accounting requirements for 26 disabled veterans. Cpp ensured veterans basis needs were met including food, housing, utilities, in-home care costs & debt repayment. Line 30 sf hot - cpp partners on site at the san francisco homeless outreach team 2 days per week to meet the particular needs of the chronically homeless population by securing and receiving their social security related entitlements, supporting required monthly savings for future housing, meeting with clients and case managers for weekly disbursements and creative plans to support permanent supported housing goals.

Form 990-ez, Part III, Line 31

Community partners case management (cpcm) is a private case management organization providing culturally sensitive advocacy and support to individuals and families coping with stressors related to aging, behavioral health conditions, and other disabilities. Our clinical case management team promotes autonomy and independence through linkage to appropriate resources and supports, while navigating healthcare systems and barriers.

Raw XML Appendix181 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/PersonNm0RACHEL RODRIQUEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04155775586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 170464
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012750
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03471
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0779
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9279
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09973
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012750
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03471
IRS990EZ/GrossReceiptsAmt0188708
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012750
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03471
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012750
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03471
IRS990EZ/OccupancyRentUtltsAndMaintAmt020228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt035748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt162250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIZ RAHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL RODRIQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONIQUE CORTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KHARYDVORAL-EWEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES BERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEN YEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUHYE PARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELLEY OGAMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ARIEL BUBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BOAE KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TRUNG DU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8GRIEVANCE MO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040089
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING ADVOCACY AND SUPPORT TO INDIVIDUALS COPING WITH STRESSORS
IRS990EZ/PrintingPublicationsPostageAmt02606
IRS990EZ/ProgramServiceRevenueAmt0187929
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENTATIVE PAYEE /MONEY MANAGEMENT SERVICES - MANAGING SSI/SSDI/SSA RETIREMENT BENEFITS FOR 285 ADULTS WITH BEHAVIORAL HEALTH DISABILITIES WHO QUALIFY FOR SSA BENEFITS. (SEE SCHEDULE O FOR FULL STATEMENT)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FEDERAL FIDUCIARY SERVICES - APPOINTED BY VA WESTERN AREA FIDUCIARY HUB TO MANAGE THE VA COMPENSATION AND ANNUAL REPORTING & ACCOUNTING REQUIREMENTS FOR 26 DISABLED VETERANS. (SEE SCHEDULE O FOR FULL STATEMENT)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SF HOT - CPP PARTNERS ON SITE AT THE SAN FRANCISCO HOMELESS OUTREACH TEAM 2 DAYS PER WEEK TO MEET THE PARTICULAR NEEDS OF THE CHRONICALLY HOMELESS POPULATION ... (SEE SCHEDULE O FOR FULL STATEMENT)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COMMUNITY PARTNERS CASE MANAGEMENT (CPCM) IS A PRIVATE CASE MANAGEMENT ORGANIZATION PROVIDING CULTURALLY SENSITIVE ADVOCACY AND SUPPORT TO INDIVIDUALS AND FAMILIES COPING WITH STRESSORS RELATED TO AGING, BEHAVIORAL HEALTH CONDITIONS, AND OTHER DISABILITIES. OUR CLINICAL CASE MANAGEMENT TEAM PROMOTES AUTONOMY AND INDEPENDENCE THROUGH LINKAGE TO APPROPRIATE RESOURCES AND SUPPORTS, WHILE NAVIGATING HEALTHCARE SYSTEMS AND BARRIERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069471
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18685
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt278155
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt317367
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0125091
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0197987
IRS990EZ/TotalProgramServiceExpensesAmt0173678
IRS990EZ/TotalRevenueAmt0188708
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0187929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0181952
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0189207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt090138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt081898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0731124
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0732419
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0188708
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0182079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0189596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081898
IRS990ScheduleA/Total509Grp/TotalAmt0732419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0188708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0189596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081898
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0732419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 9,485 EXPENSES NOT REIMBURSED 324 PHONE/INTERNET/FAX/CELL 5,528 IT COSTS 3,475 COMPUTER 1,966 SOFTWARE PROGRAMS 2,317 PARKING 4,453 TRANSPORTATION 278 MEETING FOOD + EXPENSES 3,574 GIFT EXPENSE 201 DIRECTORS + OFFICERS INSURANC 1,505 CPP BOND 2,416 LIABILITY, AUTO, SEXUAL CONTA 2,488 PROPERTY INSURANCE 266 GENERAL INSURANCE 1,813 TOTAL 40,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART III, PURPOSE THE ORGANIZATION PARTNERS WITH INDIVIDUALS WHO, DUE TO MENTAL HEALTH CONDITIONS, SUBSTANCE ABUSE, OR OTHER CIRCUMSTANCES, BENEFIT FROM THE CARE AND SUPPORT OF REPRESENTATIVE, PAYEE SERVICES TO MANAGE THEIR FINANCIAL LIVES. AS REPRESENTATIVE PAYEE, THE ORGANIZATION PROVIDES EFFECTIVE MONEY MANAGEMENT BY PARTNERING WITH THE CLIENT TO PAY RENT, MONTHLY BILLS, CREATE SAVINGS GOALS, MAINTAIN FINANCIAL RECORDS, AND COORDINATE DISBURSEMENT PLANS TO BEST MEET THE INDIVIDUALS' NEEDS. THE GOAL IS TO HELP PROTECT CLIENTS FROM FRAUD AND FINANCIAL ABUSE. PROGRAM SERVICE ACCOMPLISHMENT STATEMENTS LINE 28 REPRESENTATIVE PAYEE /MONEY MANAGEMENT SERVICES - MANAGING SSI/SSDI/SSA RETIREMENT BENEFITS FOR 285 ADULTS WITH BEHAVIORAL HEALTH DISABILITIES WHO QUALIFY FOR SSA BENEFITS. CPP ENSURES TIMELY REPORTING/ACCOUNTING TO SSA AND ENSURED FUNDS WERE DISBURSED TO MAINTAIN HOUSING, FOOD, CLOTHING AND BASIC HEALTH CARE NEEDS, WHILE REPAYING DEBTS. CPP PROVIDES LIMITED AND EPISODIC CASE MANAGEMENT, AND WORKS IN CLOSE COLLABORATION WITH THE CLIENT'S BEHAVIORAL HEALTH CLINIC (I.E., CASE MANAGERS, AND MEDICAL/PSYCHIATRIC BEHAVIORS) TO PROMOTE WELLNESS, ENGAGEMENT IN CARE, AND SAFETY. LINE 29 FEDERAL FIDUCIARY SERVICES - APPOINTED BY VA WESTERN AREA FIDUCIARY HUB TO MANAGE THE VA COMPENSATION AND ANNUAL REPORTING & ACCOUNTING REQUIREMENTS FOR 26 DISABLED VETERANS. CPP ENSURED VETERANS BASIS NEEDS WERE MET INCLUDING FOOD, HOUSING, UTILITIES, IN-HOME CARE COSTS & DEBT REPAYMENT. LINE 30 SF HOT - CPP PARTNERS ON SITE AT THE SAN FRANCISCO HOMELESS OUTREACH TEAM 2 DAYS PER WEEK TO MEET THE PARTICULAR NEEDS OF THE CHRONICALLY HOMELESS POPULATION BY SECURING AND RECEIVING THEIR SOCIAL SECURITY RELATED ENTITLEMENTS, SUPPORTING REQUIRED MONTHLY SAVINGS FOR FUTURE HOUSING, MEETING WITH CLIENTS AND CASE MANAGERS FOR WEEKLY DISBURSEMENTS AND CREATIVE PLANS TO SUPPORT PERMANENT SUPPORTED HOUSING GOALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY PARTNERS CASE MANAGEMENT (CPCM) IS A PRIVATE CASE MANAGEMENT ORGANIZATION PROVIDING CULTURALLY SENSITIVE ADVOCACY AND SUPPORT TO INDIVIDUALS AND FAMILIES COPING WITH STRESSORS RELATED TO AGING, BEHAVIORAL HEALTH CONDITIONS, AND OTHER DISABILITIES. OUR CLINICAL CASE MANAGEMENT TEAM PROMOTES AUTONOMY AND INDEPENDENCE THROUGH LINKAGE TO APPROPRIATE RESOURCES AND SUPPORTS, WHILE NAVIGATING HEALTHCARE SYSTEMS AND BARRIERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0DID THE ORGANIZATION RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT? -- ANSWER - NO DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT? -- ANSWER -- NO
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL RODRIQUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159284161
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY PAYEE PARTNERSHIP
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0800682465
ReturnHeader/Filer/PhoneNum04155775586
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 170464
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094117
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9F1254338109C794B4EB586062621BC285657FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9F1254338109C794B4EB586062621BC285657FD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.101.188
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:38:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454570537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJTAX INCORPORATED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03542 FRUITVALE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946022327
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-05T08:38:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings