Regional Representative Payee Services FY2020 filing

Not tax-deductible

Hamilton, OH501(c)(4)Human Services EIN 80-0653505Revenue $174K in FY2020

On file with the IRS1755 S Erie Hwy Ste B, 45011-4145 · Hamilton, OHTax-exempt since Nov 2012

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Regional Representative Payee Services provided counseling and bill payments for individuals that could not manage their own finances.

501(c)(4) social-welfare organization; gifts are not tax-deductible as charitable contributions.
94¢ of each $1 spent went to programs.
$109K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $16K a year · 10% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$109K
to officers and key staff · 64% of spending
Concern: pay to officers and key staff is 64% of spending; over 30%.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$791K
98% of total assets
Concern: liabilities are 98% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$174K
Spent
$171K
To programs
94%
Net assets
$13K
By yearFY2020–FY2024
Revenue
$174K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$174K
FY2021$151K
FY2022$158K
FY2023$157K
FY2024$135K
Expenses
$171K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$171K
FY2021$161K
FY2022$188K
FY2023$180K
FY2024$153K
Net assets
$13K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$13K
FY2021$3K
FY2022−$27K
FY2023$17K
FY2024$6K

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $161K Management & general 6% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $109K paid to officers and key staff.

Part VII, Section A · reportable compensation
$65,480Pt VII · Sec A
Vice Preside
$43,880Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Linda J Ector’s $70K as CEO is at the 61st percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Linda J Ector$70,240$70,240$73,240$65,240$65,480
Ashley Ector——$18,000$41,815$43,880

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages finances, pays bills, and offers counseling for individuals unable to handle their own money.

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Provided by the organization

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1 program · $51K · in their own filed words · FY2020
01

Regional representative payee services provided counseling and bill payments for individuals that could not manage their own finances.

$51Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$174K
Ln 12
Fees for servicesLn 2g$174K
Money outPt IX
$171K
Ln 25
Programscol B$161K
Managementcol C$10K
Owns and owesPt X
$13K
net assets · Ln 32
Cash and savingsLn 1–2$13K
Total assetsLn 16$804K
LiabilitiesLn 26$791K
PeoplePt VI, VII
4
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$174K
Total revenueLn 12$174K
Assets in detailPt X, end of year
CashLn 1$13K
Cash and savings togetherLn 1–2$13K
Other assetsLn 15$791K
Total assetsLn 16$804K
LiabilitiesLn 26$791K
Net assetsLn 32$13K
OperationsPt I, VI
EmployeesI 53
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$10K$13K
Total assetsLn 16$507K$804K
LiabilitiesLn 26$496K$791K
Net assetsLn 32$10K$13K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$109K$109K
Other employee benefitsLn 9$5K$5K
Payroll taxesLn 10$3K$3K
Accounting feesLn 11c$6K$6K
Other fees for servicesLn 11g$10K$6K$4K
Office expensesLn 13$8K$8K
Information technologyLn 14$2K$2K
OccupancyLn 16$15K$15K
TravelLn 17$3K$3K
InsuranceLn 23$678$678
Other expenses (24a–d)Ln 24$9K$9K$73
All other expensesLn 24e$25$25
Total functional expensesLn 25$171K$161K$10K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $135K$153K−$18K$6K 990 PDF
FY2023 $157K$180K−$23K$17K 990 PDF
FY2022 $158K$188K−$30K−$27K 990 PDF
FY2021 $151K$161K−$11K$3K 990 PDF
FY2020 Viewing $174K$171K$3K$13K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $174,076 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $166,927$174,076
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $166,927$174,076
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $108,301$117,726
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $52,155$53,273
I-18 Total expensesPrior year $160,456$170,999
I-19 Revenue less expensesPrior year $6,471$3,077
Part VI · Governance 4 of 4 board members independent, 5 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $174,076 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $174,076$174,076
VIII-12 Total revenueRelated to mission $174,076$174,076
Part IX · Statement of functional expenses $170,999 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $109,360$109,360
IX-9 Other employee benefitsPrograms $5,224$5,224
IX-10 Payroll taxesPrograms $3,142$3,142
IX-11c Accounting feesManagement $5,729$5,729
IX-11g Other fees for servicesPrograms $6,458 · Management $3,985$10,443
IX-13 Office expensesPrograms $8,117$8,117
IX-14 Information technologyPrograms $1,802$1,802
IX-16 OccupancyPrograms $15,125$15,125
IX-17 TravelPrograms $2,536$2,536
IX-23 InsuranceManagement $678$678
IX-24 Other expenses (24a–d)Programs $8,745 · Management $73$8,818
IX-24e All other expensesPrograms $25$25
IX-25 Total functional expensesPrograms $160,534 · Management $10,465 · Fundraising $0$170,999
Part X · Balance sheet $804,272 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $10,208$13,285
X-15 Other assetsStart of year $496,362$790,987
X-16 Total assetsStart of year $506,570$804,272
X-26 Total liabilitiesStart of year $496,362$790,987
X-32 Total net assets or fund balancesStart of year $10,208$13,285
X-33 Total liabilities and net assetsStart of year $506,570$804,272
Part XI · Reconciliation of net assets $13,285 net assets at year end
XI-1 Total revenue$174,076
XI-2 Total expenses$170,999
XI-3 Revenue less expenses$3,077
XI-4 Net assets at start of year$10,208
XI-10 Net assets at end of year$13,285

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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