Civic Intelligence

Community Payee Partnership

990EZ • Fiscal year 2023 • EIN 80-0682465

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

38th percentile

-1.8%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$51,880

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 38.3% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

7th percentile

-68%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-6.1%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,115

Down $2,415 (-68%) from 2022

Net Assets

Down

$1,115

Down $2,415 (-68%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$135,402

Down $8,721 (-6.1%) from 2022

Expenses

Down

$137,817

Down $11,335 (-7.6%) from 2022

Net Income

Up

-$2,415

Up $2,614 (+52%) from 2022

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

2023

Assets$1,115
Liabilities-
Net Assets$1,115

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

2023

Revenue$135,402
Expenses$137,817
Net Income-$2,415
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.0
Gross Receipts
$135,402
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 220 ADULTS WITH BEHAVIORAL HEALTH DISABILITIES WHO QUALIFY FOR SSA BENEFITS-$123,070
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
NICOLE GONZALEZVice PresidePT$51,880-$51,880
RACHEL BERMANTreasurerPT$20,550-$20,550
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
2024-10-29

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 5,488 phone/internet/fax/cell 2,164 it costs 1,000 internet/email 2,751 software programs 810 parking 5,069 transportation 1,117 meeting food + expenses 3,137 gift expense 200 general insurance 656 cpp bond 6,330 tax payment 1,591 total 30,313

Form 990-ez, Part II, Line 24

Accounts receivable 566 560 total 566 560

Raw XML Appendix169 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
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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 5,488 PHONE/INTERNET/FAX/CELL 2,164 IT COSTS 1,000 INTERNET/EMAIL 2,751 SOFTWARE PROGRAMS 810 PARKING 5,069 TRANSPORTATION 1,117 MEETING FOOD + EXPENSES 3,137 GIFT EXPENSE 200 GENERAL INSURANCE 656 CPP BOND 6,330 TAX PAYMENT 1,591 TOTAL 30,313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 566 560 TOTAL 566 560
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/SignatureDt02024-10-29
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ReturnHeader/Filer/EIN0800682465
ReturnHeader/Filer/PhoneNum04155775586
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094602
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-29T17:54:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings