Community Payee Partnership

“Expenses office supplies 7,986 cell phone 3,046 computer 2,573 internet 1,441 it costs 1,176 phone 1,167 phone/internet/fax/ 96 software programs 1,214 muni 150 parking 3,626 transportation 952 work travel expenses 391 community event 2,400 meeting food + expenses 3,088 gift expense 509 insurance expense 3,972 total 33,787”

“Prepaid expenses and deferred charges 559 1,549 total 559 1,549”

“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 accomplishent statements line 28 representative payee services - managing ssi/sdi/ssa benefits for 139 adults with disabilities who are mandated by ssa to have a payee. 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. Line 29 money management services - managing ssi/sdi/ssa benefits for 92 adults with disabilities who have voluntarily opted to have a payee. Cpp ensured timely appropriate reporting/accounting to ssa and ensured funds were disbursed to maintain housing, food, clothing and basic health care needs, while repaying debts. Cpp provided case management and face to face contact line 30 federal fiduciary services - appointed by va western area fiduciary hub to manage the va compensation and annual reporting & accounting requirements for 14 disabled veterans. Cpp ensured veterans basis needs were met including food, housing, utilities, in-home care costs & debt repayment.”