Civic Intelligence

Valley Payee Services

990EZ • Fiscal year 2024 • EIN 82-2538664

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 03, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

26th percentile

-10%

Higher net margin than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$16,019

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 88.4% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-28%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

25%

Faster revenue growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,828

Down $1,903 (-28%) from 2023

Net Assets

Down

$4,828

Down $1,903 (-28%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$18,128

Up $3,595 (+25%) from 2023

Expenses

Up

$20,031

Up $6,754 (+51%) from 2023

Net Income

Down

-$1,903

Down $3,159 (-252%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2024

Assets$4,828
Liabilities-
Net Assets$4,828
Open 2024 Filing

Operations Trend

Revenue Growth72nd 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

2024

Revenue$18,128
Expenses$20,031
Net Income-$1,903
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 3, 2025
Return Version
2024v5.1
Gross Receipts
$18,128
Mission and Program Overview

Mission

Benefit managment for disabled

Program Services

DescriptionGrantsExpenses
BENEFIT MANAGMENT FOR DISABLED$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI IDLANDPresPT$16,019-$16,019
KATHY HAMPTONDirectorPT$1,426-$1,426
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
2025-04-03

Preparer

Firm
Tax Plus LLC
Address
3430 Weston Street Unit C, Helena, MT 59601
Preparer
Angela R Woirhaye
Phone
4065800407
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BOND 234.”

Form 990EZ, Part I, Line 16

“OFFICE 552.”

Form 990EZ, Part I, Line 16

“BUSINESS LICENSE 35.”

Form 990EZ, Part I, Line 16

“SHREDDING 116.”

Form 990EZ, Part I, Line 16

“Depreciation 1209.”

Form 990EZ, Part II, Line 24

“COMPUTER”

Raw XML Appendix145 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 SORENSON
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03833
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1903
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017744
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06731
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04828
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt018128
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06731
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06731
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04828
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt016019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11426
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI IDLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY HAMPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0995
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0995
IRS990EZ/OtherExpensesTotalAmt02146
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BENEFIT MANAGMENT FOR DISABLED
IRS990EZ/PrintingPublicationsPostageAmt0141
IRS990EZ/ProgramServiceRevenueAmt018128
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BENEFIT MANAGMENT FOR DISABLED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020031
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018128
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029172
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt029172
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014385
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029172
IRS990ScheduleA/TotalSupportAmt029172
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOND 234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE 552.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUSINESS LICENSE 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHREDDING 116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 1209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPUTER
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 II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI J IDLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062020085
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-03
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833852487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Plus LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03430 Weston Street Unit C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04065800407
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA R WOIRHAYE
ReturnHeader/ReturnTs02025-04-14T12:24:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,828
Liabilities
-
Net assets
$4,828
Revenue
$18,128
Expenses
$20,031
Net income
-$1,903
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