Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
47th percentile
Higher net margin than 47% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 38.2% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Balance Sheet
Assets
Up$12,808
Up $2,313 (+22%) from 2021
Net Assets
Up$12,808
Up $2,313 (+22%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue And Expenses
Revenue
Up$81,704
Up $12,854 (+19%) from 2021
Expenses
Up$79,391
Up $15,048 (+23%) from 2021
Net Income
Down$2,313
Down $2,194 (-49%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Nov 3, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $81,704
Mission and Program Overview
Mission
Non profit provider of payee services
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | $45,143 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LISA SLEEPER | Director | PT | $31,250 | - | $31,250 |
| KEVIN J PARKS | President | FT | $25,699 | - | $25,699 |
| JOAN PARKS | Director | PT | $0 | - | - |
| KARA NELSON | Director | FT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Summit Payee Services Inc
- EIN
- 81-4043293
- Phone
- 4065462393
- Address
- PO BOX 17950, MISSOULA, MT 59808
Signing Officer
- Name
- Kevin J Parks
- Title
- President
- Phone
- 4065462393
- Signed
- 2023-11-03
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Pulley & Muzzana Cpas Pc
- Address
- PO BOX 5900, MISSOULA, MT 59806-5900
- Preparer
- Jennifer J Muzzana
- Phone
- 4065437667
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office supplies 847 auto expenses 3,154 travel expenses 1,057 meetings - meals 760 total 5,818”
Form 990-ez, Part I, Line 20
“UNDEPOSITED FUNDS 0”
Form 990-ez, Part II, Line 24
“Accounts receivable 535 0 total 535 0”
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.”
Form 990-ez, Part V, Line 34
“Added a director - kara nelson”
Raw XML Appendix142 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KEVIN J PARKS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4065462393 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2020 CHICKADEE DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MISSOULA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59808 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 9960 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 12808 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | true |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2313 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 16595 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 10495 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 12808 |
| IRS990EZ/GrossReceiptsAmt | 0 | 81704 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 10495 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 12808 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 10495 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 12808 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 25699 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 31250 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KEVIN J PARKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOAN PARKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LISA SLEEPER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KARA NELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 535 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5818 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | NON PROFIT PROVIDER OF PAYEE SERVICES |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 29 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 81704 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 45143 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 56949 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 79391 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 45143 |
| IRS990EZ/TotalRevenueAmt | 0 | 81704 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 81704 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 68850 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 56583 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 51037 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 44979 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 303153 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 303153 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 81704 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 68850 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 56583 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 51037 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 44979 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 303153 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 81704 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 68850 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 56583 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 51037 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 44979 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 303153 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES 847 AUTO EXPENSES 3,154 TRAVEL EXPENSES 1,057 MEETINGS - MEALS 760 TOTAL 5,818 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNDEPOSITED FUNDS 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 535 0 TOTAL 535 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ADDED A DIRECTOR - KARA NELSON |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART V, LINE 34 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEVIN J PARKS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4065462393 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SUMMIT PAYEE SERVICES INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SUMM |
| ReturnHeader/Filer/EIN | 0 | 814043293 |
| ReturnHeader/Filer/PhoneNum | 0 | 4065462393 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 17950 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MISSOULA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59808 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 810534467 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PULLEY & MUZZANA CPAS PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 5900 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MISSOULA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 598065900 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4065437667 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JENNIFER J MUZZANA |
| ReturnHeader/ReturnTs | 0 | 2023-11-03T13:19:26-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KEVIN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PARKS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $12,808
- Liabilities
- $0
- Net assets
- $12,808
- Revenue
- $81,704
- Expenses
- $79,391
- Net income
- $2,313