Civic Intelligence

Valley Payee Services

990EZ • Fiscal year 2021 • EIN 82-2538664

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 25, 2022

Organization ProfileN/A
1315 Sorenson RoadHelena, MT 59602

(406) 202-0085

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

9th percentile

-79%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

79th percentile

$2,608

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

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

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

49th percentile

2.8%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,348

Down $11,682 (-78%) from 2020

Net Assets

$3,348

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$14,787

Up $401 (+2.8%) from 2020

Expenses

Up

$26,469

Up $18,836 (+247%) from 2020

Net Income

Down

-$11,682

Down $18,435 (-273%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$20K$15K$10K$5.0K$0Assets 2017: $995Liabilities 2017: $02017Assets 2018: $1Liabilities 2018: $02018Assets 2019: $8,277Liabilities 2019: $02019Assets 2020: $15,030Liabilities 2020: $02020Assets 2021: $3,348Net Assets 2021: $3,3482021Assets 2022: $5,475Net Assets 2022: $5,4752022Assets 2023: $6,731Net Assets 2023: $6,7312023Assets 2024: $4,828Net Assets 2024: $4,8282024

Highlighted filing

2021

Assets$3,348
Liabilities-
Net Assets$3,348
Open 2021 Filing

Operations Trend

Revenue Growth49th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $6,648Expenses 2018: $4,218Net Income 2018: $2,4302018Revenue 2019: $14,902Expenses 2019: $7,620Net Income 2019: $7,2822019Revenue 2020: $14,386Expenses 2020: $7,633Net Income 2020: $6,7532020Revenue 2021: $14,787Expenses 2021: $26,469Net Income 2021: -$11,6822021Revenue 2022: $16,481Expenses 2022: $14,354Net Income 2022: $2,1272022Revenue 2023: $14,533Expenses 2023: $13,277Net Income 2023: $1,2562023Revenue 2024: $18,128Expenses 2024: $20,031Net Income 2024: -$1,9032024

Highlighted filing

2021

Revenue$14,787
Expenses$26,469
Net Income-$11,682
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 25, 2022
Return Version
2021v4.1
Gross Receipts
$14,787
Mission and Program Overview

Mission

Benefit managment for disabled

Program Services

DescriptionGrantsExpenses
BENEFIT MANAGMENT FOR DISABLED$0$0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI IDLANDPresPT$2,608-$2,608
Filing and Contact Details

Filer

Filer Name
Valley Payee Services
EIN
82-2538664
Phone
4062020085
Address
1315 SORENSON ROAD, HELENA, MT 59602

Signing Officer

Name
Lori J Idland
Title
President
Phone
4062020085
Signed
2022-03-25

Preparer

Firm
Tax Plus LLC
Address
621 Bayard St, East Helena, MT 59635
Preparer
Angela R Woirhaye
Phone
4064224202
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Depreciation 3966.”

Form 990EZ, Part I, Line 16

“OFFICE FURNITURE 145.”

Form 990EZ, Part I, Line 16

“PHONE/INTERNET 2650.”

Form 990EZ, Part I, Line 16

“BOND 234.”

Form 990EZ, Part I, Line 16

“OFFICE 424.”

Form 990EZ, Part I, Line 16

“AUTO 7351.”

Form 990EZ, Part I, Line 16

“PROPERTY EXPENSES 4301.”

Form 990EZ, Part I, Line 16

“TIMING 3971.”

Form 990EZ, Part II, Line 24

“COMPUTER 995. 995.”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LORI IDLAND
IRS990EZ/BooksInCareOfDetail/PhoneNum04062020085
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01315 SORENSO
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014035
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11682
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015030
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03348
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt014787
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015030
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03348
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015030
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03348
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02608
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI IDLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0995
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0995
IRS990EZ/OtherExpensesTotalAmt023042
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BENEFIT MANAGMENT FOR DISABLED
IRS990EZ/PrintingPublicationsPostageAmt0444
IRS990EZ/ProgramServiceRevenueAmt014787
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BENEFIT MANAGMENT FOR DISABLED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02608
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026469
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt014787
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt050722
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt050722
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014385
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014902
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06648
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt050722
IRS990ScheduleA/TotalSupportAmt050722
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation 3966.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE FURNITURE 145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PHONE/INTERNET 2650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOND 234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE 424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AUTO 7351.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROPERTY EXPENSES 4301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TIMING 3971.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMPUTER 995. 995.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI J IDLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062020085
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY PAYEE SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0822538664
ReturnHeader/Filer/PhoneNum04062020085
ReturnHeader/Filer/USAddress/AddressLine1Txt01315 SORENSON ROAD
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833852487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Plus LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0621 Bayard St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059635
ReturnHeader/PreparerPersonGrp/PhoneNum04064224202
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA R WOIRHAYE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-03-28T13:50:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IDLAND
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,348
Liabilities
-
Net assets
$3,348
Revenue
$14,787
Expenses
$26,469
Net income
-$11,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.83$4.83$18.1$20.0$1.90
2023Detailed filing. Detailed filing data is available for this year.$6.73$6.73$14.5$13.3$1.26
2022Detailed filing. Detailed filing data is available for this year.$5.48$5.48$16.5$14.4$2.13
2021Detailed filing. Detailed filing data is available for this year.$3.35$3.35$14.8$26.5$11.7
2020Summary only. Only limited summary data is available for this year.$15.0$0.00$14.4$7.63$6.75
2019Summary only. Only limited summary data is available for this year.$8.28$0.00$14.9$7.62$7.28
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$6.65$4.22$2.43
2017Summary only. Only limited summary data is available for this year.$1.00$0.00$0.00$0.00$0.00