Civic Intelligence

Community Payee Partnership

990EZ • Fiscal year 2022 • EIN 80-0682465

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 23, 2024

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

34th percentile

-3.5%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

86th percentile

$24,300

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

8th percentile

-59%

Faster asset growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-8.6%

Faster revenue growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,530

Down $5,029 (-59%) from 2021

Net Assets

Down

$3,530

Down $5,029 (-59%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$144,123

Down $13,581 (-8.6%) from 2021

Expenses

Down

$149,152

Down $11,950 (-7.4%) from 2021

Net Income

Down

-$5,029

Down $1,631 (-48%) from 2021

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

2022

Assets$3,530
Liabilities-
Net Assets$3,530

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

2022

Revenue$144,123
Expenses$149,152
Net Income-$5,029
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 23, 2024
Return Version
2022v5.0
Gross Receipts
$144,123
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 250 ADULTS WITH BEHAVIORAL HEALTH DISABILITIES WHO QUALIFY FOR SSA BENEFITS. (CONTINUES BELOW)-$134,370
COMMUNITY PARTNERS CASE MANAGEMENT (CPCM) IS A CASE MANAGEMENT UNIT OF CPP 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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL BERMANTreasurerPT$24,300-$24,300
NICOLE GONZALEZVice PresidePT$16,475-$16,475
MONIQUE CORTESPresidentPT$0--
KHARYDVORAL-EWELParliamentarPT$0--
CHARLES BERMANSecretaryPT$0--
KEN YEEDirector-$0--
JUHYE PARKDirector-$0--
LIZ RAHNERDirector-$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 Berman
Title
Treasurer
Phone
4159284161
Signed
2024-10-23

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 4,708 phone/internet/fax/cell 3,562 it costs 2,125 software programs 1,442 parking 6,392 meeting food + expenses 2,136 gift expense 370 general insurance 6,529 total 27,264

Form 990-ez, Part II, Line 24

Accounts receivable 66 566 total 66 566

Raw XML Appendix171 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8GRIEVANCE MO
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HEALTH 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 4,708 PHONE/INTERNET/FAX/CELL 3,562 IT COSTS 2,125 SOFTWARE PROGRAMS 1,442 PARKING 6,392 MEETING FOOD + EXPENSES 2,136 GIFT EXPENSE 370 GENERAL INSURANCE 6,529 TOTAL 27,264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 66 566 TOTAL 66 566
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159284161
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY PAYEE PARTNERSHIP
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ReturnHeader/Filer/EIN0800682465
ReturnHeader/Filer/PhoneNum04155775586
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ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454570537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJTAX INCORPORATED
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094602
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-24T14:42:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings