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
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 45.6% of source-year revenue.
Asset Growth
89th percentile
Faster asset growth than 89% of similar nonprofits.
Revenue Growth
51st percentile
Faster revenue growth than 51% of similar nonprofits.
Balance Sheet
Assets
Up$22,384
Up $9,576 (+75%) from 2022
Net Assets
Up$22,384
Up $9,576 (+75%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Up$86,272
Up $4,568 (+5.6%) from 2022
Expenses
Down$76,696
Down $2,695 (-3.4%) from 2022
Net Income
Up$9,576
Up $7,263 (+314%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Jun 13, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $86,272
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. | - | $70,764 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LISA SLEEPER | Director | FT | $39,300 | - | $39,300 |
| KEVIN J PARKS | President | FT | $18,541 | - | $18,541 |
| KARA NELSON | Director | FT | $2,000 | - | $2,000 |
| JOAN PARKS | Director | PT | $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
- 2024-06-13
- 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 3,098 auto expenses 217 meetings - meals 552 professional bond 1,001 business insurance 851 security 889 phone 925 repairs & maintenance 1,041 rent 6,750 total 15,324”
Form 990-ez, Part I, Line 20
“UNDEPOSITED FUNDS 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.”
Raw XML Appendix135 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 | 12808 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22384 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 9576 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 982 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 12808 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 22384 |
| IRS990EZ/GrossReceiptsAmt | 0 | 86272 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 12808 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 22384 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 12808 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 22384 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 18541 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 39300 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 2000 |
| 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/OtherExpensesTotalAmt | 0 | 15324 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | NON PROFIT PROVIDER OF PAYEE SERVICES |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 549 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 86272 |
| 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 | 70764 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 59841 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 76696 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 70764 |
| IRS990EZ/TotalRevenueAmt | 0 | 86272 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 86272 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 81704 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 68850 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 56583 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 51037 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 344446 |
| 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 | 344446 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 86272 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 81704 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 68850 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 56583 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 51037 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 344446 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 86272 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 81704 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 68850 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 56583 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 51037 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 344446 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES 3,098 AUTO EXPENSES 217 MEETINGS - MEALS 552 PROFESSIONAL BOND 1,001 BUSINESS INSURANCE 851 SECURITY 889 PHONE 925 REPAIRS & MAINTENANCE 1,041 RENT 6,750 TOTAL 15,324 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNDEPOSITED FUNDS 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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/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 III, LINE 28 |
| 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 | 2024-06-13 |
| 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 | 2024-06-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JENNIFER J MUZZANA |
| ReturnHeader/ReturnTs | 0 | 2024-06-14T12:32:08-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KEVIN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PARKS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $22,384
- Liabilities
- $0
- Net assets
- $22,384
- Revenue
- $86,272
- Expenses
- $76,696
- Net income
- $9,576