Civic Intelligence

Summit Payee Services Inc.

990EZ • Fiscal year 2021 • EIN 81-4043293

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

47th percentile

6.5%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$29,352

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 42.6% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

86th percentile

75%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$10,495

Up $4,507 (+75%) from 2020

Net Assets

Up

$10,495

Up $4,507 (+75%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$68,850

Up $12,267 (+22%) from 2020

Expenses

Up

$64,343

Up $9,054 (+16%) from 2020

Net Income

Up

$4,507

Up $3,213 (+248%) from 2020

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

2021

Assets$10,495
Liabilities$0
Net Assets$10,495

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

2021

Revenue$68,850
Expenses$64,343
Net Income$4,507
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Gross Receipts
$68,850
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.-$61,503
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN J PARKSPresidentPT$29,352-$29,352
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
2022-11-11
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 business gifts 82 office supplies 108 auto expenses 82 travel expenses 556 meetings - meals 402 professional bond 2,500 filing fee 20 repairs & maintenance 1,836 total 5,586

Form 990-ez, Part I, Line 20

UNDEPOSITED FUNDS 0

Form 990-ez, Part II, Line 24

Accounts receivable 0 535 total 0 535

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 Appendix134 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/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05988
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BUSINESS GIFTS 82 OFFICE SUPPLIES 108 AUTO EXPENSES 82 TRAVEL EXPENSES 556 MEETINGS - MEALS 402 PROFESSIONAL BOND 2,500 FILING FEE 20 REPAIRS & MAINTENANCE 1,836 TOTAL 5,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNDEPOSITED FUNDS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 535 TOTAL 0 535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUMMIT 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARSHA L CARLSON
ReturnHeader/ReturnTs02022-11-11T18:40:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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