Civic Intelligence

Heartland Payee Services Inc

EIN 99-0369018 • 501(c)3 • Lincoln, NE

Profile

Heartland payee services inc operates as an exempt organization (irc section 501(c)(6)heartland payee services inc provides payee services for individuals reveiving social security benefits. This includes setting up and administration of bill payments such sa rent and utilities, as well as coordinating monthly spending.

1612 Janssen DrLincoln, NE 68506

heartlandpayee.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

47th percentile

0.2%

Higher net margin than 47% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

58th percentile

5.0%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$1,039

Up $236 (+29%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,039

Up $236 (+29%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin47th percentile

Revenue

Up

$117,835

Up $5,621 (+5.0%) from 2023

Expenses

Down

$117,599

Down $2,135 (-1.8%) from 2023

Net Income

Up

$236

Up $7,756 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5K$1.0K$500$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $0Liabilities 2013: $02013Assets 2023: $803Liabilities 2023: $0Net Assets 2023: $8032023Assets 2024: $1,039Liabilities 2024: $0Net Assets 2024: $1,0392024

Highlighted filing

2024

Assets$1,039
Liabilities$0
Net Assets$1,039
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2023: $112,214Expenses 2023: $119,734Net Income 2023: -$7,5202023Revenue 2024: $117,835Expenses 2024: $117,599Net Income 2024: $2362024

Highlighted filing

2024

Revenue$117,835
Expenses$117,599
Net Income$236
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,039
Liabilities
$0
Net assets
$1,039
Revenue
$117,835
Expenses
$117,599
Net income
$236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.18$1.18$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.12$1.20$0.08
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.1
Gross Receipts
$117,835
Mission and Program Overview

Mission

Heartland payee services inc operates as an exempt organization (irc section 501(c)(6)heartland payee services inc provides payee services for individuals reveiving social security benefits. This includes setting up and administration of bill payments such sa rent and utilities, as well as coordinating monthly spending.

Program Services

DescriptionGrantsExpenses
PROVIDE PAYEE SERVICES FOR INDIVIDUALS RECEIVING SOCIAL SECURITY AS WELL AS COORDINATING MONTHY SPENDING$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK HOFFMANPresident / TreasurerFT$0--
KAREN HOFFMANSecretaryPT$0--
GREG CECILDirector-$0--
MIKE CHITTENDENDirector-$0--
KAREN SCHWEITZERDirector-$0--
TIM VORMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heartland Payee Services Inc
EIN
99-0369018
Phone
4027705212
Address
1612 JANSSEN DR, LINCOLN, NE 68506

Signing Officer

Name
Mark Hoffman
Title
President
Phone
4027705212
Signed
2025-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Bryant Katt & Associates Pc
Address
6211 O ST, LINCOLN, NE 68510-2256
Preparer
Jason J Bryant CPA
Phone
4024861040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 13.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: accounting. Amount: 420. Description: bank fees. Amount: 420. Description: insurance. Amount: 2,701. Description: software. Amount: 7,273. Description: website. Amount: 578. Description: miscellaneous. Amount: 1,319. Total to form 990-ez, line 16: 12,711.”

Raw XML Appendix152 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK HOFFMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04027705212
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01612 JANSSEN DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068506
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0803
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01039
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0236
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt098840
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt01039
IRS990EZ/GrossReceiptsAmt0117835
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0803
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01039
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0803
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01039
IRS990EZ/OccupancyRentUtltsAndMaintAmt03691
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG CECIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE CHITTENDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN SCHWEITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIM VORM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT / TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012711
IRS990EZ/OtherRevenueTotalAmt013
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HEARTLAND PAYEE SERVICES INC OPERATES AS AN EXEMPT ORGANIZATION (IRC SECTION 501(C)(6)HEARTLAND PAYEE SERVICES INC PROVIDES PAYEE SERVICES FOR INDIVIDUALS REVEIVING SOCIAL SECURITY BENEFITS. THIS INCLUDES SETTING UP AND ADMINISTRATION OF BILL PAYMENTS SUCH SA RENT AND UTILITIES, AS WELL AS COORDINATING MONTHLY SPENDING.
IRS990EZ/PrintingPublicationsPostageAmt02357
IRS990EZ/ProgramServiceRevenueAmt0117822
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE PAYEE SERVICES FOR INDIVIDUALS RECEIVING SOCIAL SECURITY AS WELL AS COORDINATING MONTHY SPENDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0117599
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0117835
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HEARTLANDPAYEE.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0112170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0112170
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0112170
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112170
IRS990ScheduleA/Total509Grp/TotalAmt0112170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0112170
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0112170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTING. AMOUNT: 420. DESCRIPTION: BANK FEES. AMOUNT: 420. DESCRIPTION: INSURANCE. AMOUNT: 2,701. DESCRIPTION: SOFTWARE. AMOUNT: 7,273. DESCRIPTION: WEBSITE. AMOUNT: 578. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,319. TOTAL TO FORM 990-EZ, LINE 16: 12,711.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04027705212
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTLAND PAYEE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0990369018
ReturnHeader/Filer/PhoneNum04027705212
ReturnHeader/Filer/USAddress/AddressLine1Txt01612 JANSSEN DR
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470725073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYANT KATT & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06211 O ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0685102256
ReturnHeader/PreparerPersonGrp/PhoneNum04024861040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J BRYANT CPA
ReturnHeader/ReturnTs02025-06-06T09:29:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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