Civic Intelligence

Community Payee Partnership

990EZ • Fiscal year 2020 • EIN 80-0682465

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2022

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

45th percentile

2.1%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$45,500

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

48%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

2.6%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$11,956

Up $3,887 (+48%) from 2019

Net Assets

Up

$11,956

Up $3,887 (+48%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$188,154

Up $4,696 (+2.6%) from 2019

Expenses

Up

$184,267

Up $1,255 (+0.7%) from 2019

Net Income

Up

$3,887

Up $3,441 (+772%) from 2019

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

2020

Assets$11,956
Liabilities-
Net Assets$11,956

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

2020

Revenue$188,154
Expenses$184,267
Net Income$3,887
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2022
Return Version
2020v4.0
Gross Receipts
$188,154
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 275 ADULTS WITH BEHAVIORAL HEALTH DISABILITIES WHO QUALIFY FOR SSA BENEFITS. (SEE SCHEDULE O FOR FULL STATEMENT)-$82,853
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)-$82,852
FEDERAL FIDUCIARY SERVICES - APPOINTED BY VA WESTERN AREA FIDUCIARY HUB TO MANAGE THE VA COMPENSATION AND ANNUAL REPORTING & ACCOUNTING REQUIREMENTS FOR 8 DISABLED VETERANS. (SEE SCHEDULE O FOR FULL STATEMENT)-$7,500
ADDITIONAL PSA 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. PROGRAM SERVICE ACCOMPLISHMENT STATEMENT - 5 CPP FORMED A PARTNERSHIP WITH THE LPS OFFICE OF THE PUBLIC CONSERVATOR TO RESPOND TO CITY AND COUNTY NEED FOR ADDITIONAL ORGANIZATIONAL REPRESENTATIVE PAYEE SERVICES FOR THEIR LPS CONSERVATEES. THIS WAS IN RESPONSE TO STAFFING CRISIS AT THE DEPARTMENT OF AGING AND ADULT SERVICES WHICH RESULTED IN LACK OF CAPACITY AT THE OFFICE OF THE PUBLIC GUARDIAN. COMMUNITY PAYEE PARTNERSHIP STEPPED IN TO IMMEDIATELY SERVE THE NEEDS OF 75 CONSERVED ADULTS WITH SERIOUS MENTAL ILLNESS, GRAVE DISABILITY, AND LACK OF CAPACITY. OUR TEAM INITIATES, COMPLETES, SUBMITS, AND FOLLOWS SSI/SSDI APPLICATIONS ON BEHALF OF THE CONSERVATEES, AND UPON RECEIPT OF THESE ENTITLEMENTS WORKS WITH THE CONSERVATOR AND CONSERVATEE TO ENSURE THEIR NEEDS ARE MET USING THEIR SSI/SSDI FUNDS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL RODRIQUEZTreasurerPT$45,500-$45,500
KELLEY OGAMIDirector-$14,340-$14,340
LIZ RAHNERVice PresidePT$1,300-$1,300
MONIQUE CORTESPresidentPT$0--
KHARYDVORAL-EWELDirectorPT$0--
CHARLES BERMANSecretaryPT$0--
KEN YEEDirector-$0--
JUHYE PARKParlamaintar-$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
2022-05-15

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 3,559 misc expense 645 phone/internet/fax/cell 7,403 it costs 165 software programs 1,690 parking 3,114 transportation 29 meeting food + expenses 1,189 general insurance 3,031 bond policies 7,948 total 28,773

Form 990-ez, Part II, Line 24

Accounts receivable 1,159 1,335 total 1,159 1,335

Form 990-ez, Part III

Full mission statement: 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 full statement: line 28 representative payee /money management services - managing ssi/ssdi/ssa retirement benefits for 275 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. Full statement: line 29 federal fiduciary services - appointed by va western area fiduciary hub to manage the va compensation and annual reporting & accounting requirements for 8 disabled veterans. Cpp ensured veterans basis needs were met including food, housing, utilities, in-home care costs & debt repayment. Full statement: 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

Additional psa 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. Program service accomplishment statement - 5 cpp formed a partnership with the lps office of the public conservator to respond to city and county need for additional organizational representative payee services for their lps conservatees. This was in response to staffing crisis at the department of aging and adult services which resulted in lack of capacity at the office of the public guardian. Community payee partnership stepped in to immediately serve the needs of 75 conserved adults with serious mental illness, grave disability, and lack of capacity. Our team initiates, completes, submits, and follows ssi/ssdi applications on behalf of the conservatees, and upon receipt of these entitlements works with the conservator and conservatee to ensure their needs are met using their ssi/ssdi funds.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENTATIVE PAYEE /MONEY MANAGEMENT SERVICES - MANAGING SSI/SSDI/SSA RETIREMENT BENEFITS FOR 275 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 8 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/DescriptionProgramSrvcAccomTxt3ADDITIONAL PSA 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. PROGRAM SERVICE ACCOMPLISHMENT STATEMENT - 5 CPP FORMED A PARTNERSHIP WITH THE LPS OFFICE OF THE PUBLIC CONSERVATOR TO RESPOND TO CITY AND COUNTY NEED FOR ADDITIONAL ORGANIZATIONAL REPRESENTATIVE PAYEE SERVICES FOR THEIR LPS CONSERVATEES. THIS WAS IN RESPONSE TO STAFFING CRISIS AT THE DEPARTMENT OF AGING AND ADULT SERVICES WHICH RESULTED IN LACK OF CAPACITY AT THE OFFICE OF THE PUBLIC GUARDIAN. COMMUNITY PAYEE PARTNERSHIP STEPPED IN TO IMMEDIATELY SERVE THE NEEDS OF 75 CONSERVED ADULTS WITH SERIOUS MENTAL ILLNESS, GRAVE DISABILITY, AND LACK OF CAPACITY. OUR TEAM INITIATES, COMPLETES, SUBMITS, AND FOLLOWS SSI/SSDI APPLICATIONS ON BEHALF OF THE CONSERVATEES, AND UPON RECEIPT OF THESE ENTITLEMENTS WORKS WITH THE CONSERVATOR AND CONSERVATEE TO ENSURE THEIR NEEDS ARE MET USING THEIR SSI/SSDI FUNDS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 3,559 MISC EXPENSE 645 PHONE/INTERNET/FAX/CELL 7,403 IT COSTS 165 SOFTWARE PROGRAMS 1,690 PARKING 3,114 TRANSPORTATION 29 MEETING FOOD + EXPENSES 1,189 GENERAL INSURANCE 3,031 BOND POLICIES 7,948 TOTAL 28,773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,159 1,335 TOTAL 1,159 1,335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FULL MISSION STATEMENT: 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 FULL STATEMENT: LINE 28 REPRESENTATIVE PAYEE /MONEY MANAGEMENT SERVICES - MANAGING SSI/SSDI/SSA RETIREMENT BENEFITS FOR 275 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. FULL STATEMENT: LINE 29 FEDERAL FIDUCIARY SERVICES - APPOINTED BY VA WESTERN AREA FIDUCIARY HUB TO MANAGE THE VA COMPENSATION AND ANNUAL REPORTING & ACCOUNTING REQUIREMENTS FOR 8 DISABLED VETERANS. CPP ENSURED VETERANS BASIS NEEDS WERE MET INCLUDING FOOD, HOUSING, UTILITIES, IN-HOME CARE COSTS & DEBT REPAYMENT. FULL STATEMENT: 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/ExplanationTxt3ADDITIONAL PSA 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. PROGRAM SERVICE ACCOMPLISHMENT STATEMENT - 5 CPP FORMED A PARTNERSHIP WITH THE LPS OFFICE OF THE PUBLIC CONSERVATOR TO RESPOND TO CITY AND COUNTY NEED FOR ADDITIONAL ORGANIZATIONAL REPRESENTATIVE PAYEE SERVICES FOR THEIR LPS CONSERVATEES. THIS WAS IN RESPONSE TO STAFFING CRISIS AT THE DEPARTMENT OF AGING AND ADULT SERVICES WHICH RESULTED IN LACK OF CAPACITY AT THE OFFICE OF THE PUBLIC GUARDIAN. COMMUNITY PAYEE PARTNERSHIP STEPPED IN TO IMMEDIATELY SERVE THE NEEDS OF 75 CONSERVED ADULTS WITH SERIOUS MENTAL ILLNESS, GRAVE DISABILITY, AND LACK OF CAPACITY. OUR TEAM INITIATES, COMPLETES, SUBMITS, AND FOLLOWS SSI/SSDI APPLICATIONS ON BEHALF OF THE CONSERVATEES, AND UPON RECEIPT OF THESE ENTITLEMENTS WORKS WITH THE CONSERVATOR AND CONSERVATEE TO ENSURE THEIR NEEDS ARE MET USING THEIR SSI/SSDI FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL RODRIQUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159284161
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
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/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/PreparationDt02022-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-15T22:46:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODRIQUEZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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