Civic Intelligence

Summit Payee Services Inc.

990EZ • Fiscal year 2020 • EIN 81-4043293

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

2020 Chickadee DriveMissoula, MT 59808

(406) 546-2393

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

45th percentile

2.3%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

87th percentile

$32,722

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 57.8% of source-year revenue.

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

Asset Growth

67th percentile

21%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

74th percentile

11%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Up

$5,988

Up $1,037 (+21%) from 2019

Net Assets

$5,988

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$56,583

Up $5,546 (+11%) from 2019

Expenses

Up

$55,289

Up $222 (+0.4%) from 2019

Net Income

Up

$1,294

Up $5,324 (+132%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2019: $4,951Liabilities 2019: $02019Assets 2020: $5,988Liabilities 2020: $0Net Assets 2020: $5,9882020Assets 2021: $10,495Liabilities 2021: $0Net Assets 2021: $10,4952021Assets 2022: $12,808Liabilities 2022: $0Net Assets 2022: $12,8082022Assets 2023: $22,384Liabilities 2023: $0Net Assets 2023: $22,3842023Assets 2024: $15,948Net Assets 2024: $15,9482024

Highlighted filing

2020

Assets$5,988
Liabilities$0
Net Assets$5,988

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2019: $51,037Expenses 2019: $55,067Net Income 2019: -$4,0302019Revenue 2020: $56,583Expenses 2020: $55,289Net Income 2020: $1,2942020Revenue 2021: $68,850Expenses 2021: $64,343Net Income 2021: $4,5072021Revenue 2022: $81,704Expenses 2022: $79,391Net Income 2022: $2,3132022Revenue 2023: $86,272Expenses 2023: $76,696Net Income 2023: $9,5762023Revenue 2024: $93,150Expenses 2024: $99,586Net Income 2024: -$6,4362024

Highlighted filing

2020

Revenue$56,583
Expenses$55,289
Net Income$1,294
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$56,583
Mission and Program Overview

Mission

Non profit provider of payee services

Program Services

DescriptionGrantsExpenses
SUMMIT PAYEE SERVICES INC CONSERVES SOCIAL SECURITY, SSI AND DISABILITY FUNDS HELD IN TRUST FOR INDIVIDUAL CLIENTS AND ASSISTS THOSE CLIENTS TO MEET THEIR FINANCIAL OBLIGATIONS BY ALLOCATING AND PAYING OUT THEIR MONTHLY INCOME FOR COMMON NECESSITIES, SUCH AS RENT, UTILITIES, FOOD AND CLOTHING AS WELL AS OTHER PERSONAL AND INCIDENTAL EXPENSES.-$54,154
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN J PARKSPresidentPT$32,722-$32,722
JOAN PARKSDirectorPT$0--
LISA SLEEPERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Summit Payee Services Inc
EIN
81-4043293
Phone
4065462393
Address
2020 CHICKADEE DRIVE, MISSOULA, MT 59808

Signing Officer

Name
Kevin J Parks
Title
President
Phone
4065462393
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Pulley & Muzzana Cpas Pc
Address
PO BOX 5900, MISSOULA, MT 59806-5900
Preparer
Marsha L Carlson
Phone
4065437667
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 889 document shredding 20 office equipment 426 computer & internet exp 63 auto expenses 2,425 meetings - meals 530 professional bond 760 filing fee 935 security 1,491 phone 170 total 7,709

Form 990-ez, Part I, Line 20

UNDEPOSITED FUNDS -257

Form 990-ez, Part III, Line 28

Summit payee services inc conserves social security, ssi and disability funds held in trust for individual clients and assists those clients to meet their financial obligations by allocating and paying out their monthly income for common necessities, such as rent, utilities, food and clothing as well as other personal and incidental expenses.

Raw XML Appendix131 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KEVIN J PARKS
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOAN PARKS
CompensationExplanation/CompensationExplanationGrp/PersonNm2LISA SLEEPER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN J PARKS
IRS990EZ/BooksInCareOfDetail/PhoneNum04065462393
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02020 CHICKADEE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04951
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05988
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014750
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04951
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05988
IRS990EZ/GrossReceiptsAmt056583
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
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IRS990EZ/OtherChangesInNetAssetsAmt0-257
IRS990EZ/OtherExpensesTotalAmt07709
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NON PROFIT PROVIDER OF PAYEE SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0108
IRS990EZ/ProgramServiceRevenueAmt056583
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUMMIT PAYEE SERVICES INC CONSERVES SOCIAL SECURITY, SSI AND DISABILITY FUNDS HELD IN TRUST FOR INDIVIDUAL CLIENTS AND ASSISTS THOSE CLIENTS TO MEET THEIR FINANCIAL OBLIGATIONS BY ALLOCATING AND PAYING OUT THEIR MONTHLY INCOME FOR COMMON NECESSITIES, SUCH AS RENT, UTILITIES, FOOD AND CLOTHING AS WELL AS OTHER PERSONAL AND INCIDENTAL EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054154
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt032722
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt055289
IRS990EZ/TotalProgramServiceExpensesAmt054154
IRS990EZ/TotalRevenueAmt056583
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051037
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056583
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012709
IRS990ScheduleA/Total509Grp/TotalAmt0165308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056583
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051037
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012709
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 889 DOCUMENT SHREDDING 20 OFFICE EQUIPMENT 426 COMPUTER & INTERNET EXP 63 AUTO EXPENSES 2,425 MEETINGS - MEALS 530 PROFESSIONAL BOND 760 FILING FEE 935 SECURITY 1,491 PHONE 170 TOTAL 7,709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNDEPOSITED FUNDS -257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUMMIT PAYEE SERVICES INC CONSERVES SOCIAL SECURITY, SSI AND DISABILITY FUNDS HELD IN TRUST FOR INDIVIDUAL CLIENTS AND ASSISTS THOSE CLIENTS TO MEET THEIR FINANCIAL OBLIGATIONS BY ALLOCATING AND PAYING OUT THEIR MONTHLY INCOME FOR COMMON NECESSITIES, SUCH AS RENT, UTILITIES, FOOD AND CLOTHING AS WELL AS OTHER PERSONAL AND INCIDENTAL EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN J PARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065462393
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT PAYEE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0814043293
ReturnHeader/Filer/PhoneNum04065462393
ReturnHeader/Filer/USAddress/AddressLine1Txt02020 CHICKADEE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059808
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810534467
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0598065900
ReturnHeader/PreparerPersonGrp/PhoneNum04065437667
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARSHA L CARLSON
ReturnHeader/ReturnTs02021-11-12T15:49:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PARKS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings