PAYEE SERVICES INC
Cite this
Plain text PAYEE SERVICES INC. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/payee-services-inc-412209098. Retrieved 2026-10-22.
APA furp.org. (n.d.). PAYEE SERVICES INC [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 22, 2026, from https://furp.org/org/payee-services-inc-412209098
MLA “PAYEE SERVICES INC.” furp.org, tax years 2015–2024, https://furp.org/org/payee-services-inc-412209098. Accessed 22 Oct. 2026.
Retrieved 2026-10-22; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $457K · expenses $485K · assets $18K
- EIN
- 41-2209098
- Address
- PO BOX 26, MENOMONIE, WI 54751-0026
- NTEE code
- P990
- Subsection
- 501(c)(3)
- Ruling year
- 2007
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PROVIDE REPRESENTATIVE PAYEE SERVICES (BILLS PAID AND ACCOUNTS MANAGED) TO AN AVERAGE OF 725 CLIENTS TROUGHOUT THE YEAR
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Karen Hurtgen | PRESIDENT | 2019-2024 | $2,463 | $7,642 | 1 |
| Richard Bautch (former) | PRESIDENT | 2015-2018 | $79,531 | $315,078 | 1 |
| Diane Bailey (former) | SECRETARY | 2015-2018 | $47,502 | $172,254 | 1 |
Officers and directors, no compensation reported
4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Brian Tremelling | VP AND SECRETARY | 2020-2024 | 0 | $0 reported | 1 |
| Joann Knutson (former) | PRESIDENT | 2018-2022 | 0 | $0 reported | 1 |
| Shannon Thomas (former) | SECRETARY | 2019 | 0 | $0 reported | 1 |
| Scott Sprague (former) | VICE PRESIDENT | 2015-2017 | 0 | $0 reported | 1 |
People by year
2024 · 2 people listed · 1 paid, $2K · 10 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN HURTGEN | PRESIDENT | 0 | $2,463 | $0 | $0 | $2,463 | 1 |
| BRIAN TREMELLING | VP AND SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 2 people listed · 1 paid, $5K · 11 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN HURTGEN | PRESIDENT | 0 | $5,179 | $0 | $0 | $5,179 | 1 |
| BRIAN TREMELLING | VP AND SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 3 people listed · none paid · 13 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOANN KNUTSON | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KAREN HURTGEN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| BRIAN TREMELLING | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 3 people listed · none paid · 8 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOANN KNUTSON | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KAREN HURTGEN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| BRIAN TREMELLING | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 3 people listed · none paid · 8 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOANN KNUTSON | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KAREN HURTGEN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| BRIAN TREMELLING | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 3 people listed · none paid · 10 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOANN KNUTSON | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KAREN HURTGEN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| SHANNON THOMAS | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 3 people listed · 2 paid, $127K · 5 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD BAUTCH | PRESIDENT | 0 | $79,531 | $0 | $0 | $79,531 | 1 |
| DIANE BAILEY | SECRETARY | 0 | $47,502 | $0 | $0 | $47,502 | 1 |
| JOANN KNUTSON | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 3 people listed · 2 paid, $126K · 3 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD BAUTCH | PRESIDENT | 0 | $79,629 | $0 | $0 | $79,629 | 1 |
| DIANE BAILEY | SECRETARY | 0 | $45,971 | $0 | $0 | $45,971 | 1 |
| SCOTT SPRAGUE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 3 people listed · 2 paid, $121K · 3 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD BAUTCH | PRESIDENT | 0 | $79,039 | $0 | $0 | $79,039 | 1 |
| DIANE BAILEY | SECRETARY | 0 | $42,215 | $0 | $0 | $42,215 | 1 |
| SCOTT SPRAGUE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 3 people listed · 2 paid, $113K · 3 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD BAUTCH | PRESIDENT | 0 | $76,879 | $0 | $0 | $76,879 | 1 |
| DIANE BAILEY | SECRETARY | 0 | $36,566 | $0 | $0 | $36,566 | 1 |
| SCOTT SPRAGUE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $457,007 | $484,972 | $18,010 | $8,901 | $0 | $457,007 | $105,839 | 10 | 2 |
| 2023 · Form 990 | ||||||||
| $435,686 | $447,174 | $11,560 | $6,794 | $0 | $435,686 | $98,918 | 11 | 2 |
| 2022 · Form 990 | ||||||||
| $486,131 | $443,197 | $46,089 | $18,282 | $0 | $486,131 | $85,964 | 13 | 2 |
| 2021 · Form 990 | ||||||||
| $372,758 | $398,836 | $20,485 | -$24,653 | $0 | $372,743 | $72,514 | 8 | 2 |
| 2020 · Form 990 | ||||||||
| $378,312 | $359,178 | $69,479 | $68,499 | $0 | $378,281 | $64,460 | 8 | 2 |
| 2019 · Form 990 | ||||||||
| $398,838 | $402,124 | $49,387 | $49,362 | $0 | $398,807 | $134,625 | 10 | 2 |
| 2018 · Form 990 | ||||||||
| $403,056 | $407,996 | $52,649 | $52,649 | $0 | $403,008 | $127,033 | 5 | 1 |
| 2017 · Form 990 | ||||||||
| $385,766 | $398,653 | $55,819 | $55,819 | $0 | $385,705 | $125,663 | 3 | 1 |
| 2016 · Form 990 | ||||||||
| $402,015 | $403,535 | $68,706 | $68,706 | $0 | $402,015 | $121,254 | 3 | 1 |
| 2015 · Form 990 | ||||||||
| $388,183 | $370,287 | $70,143 | $70,143 | $0 | $388,183 | $113,445 | 3 | 1 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ST FRANCIS FOOD PANTRY INC | WI | P99 | $380,101 | $234,027 | EXECUTIVE DI | $63,618 | Same NTEE code P99, revenue within 2x, same state |
| GIOS GARDEN INC | WI | P99 | $544,193 | $513,158 | EXECUTIVE DIRECTOR | $82,400 | Same NTEE code P99, revenue within 2x, same state |
| SOCIETY OF ST VINCENT DE PAUL ST FRANCIS XAVIER CONFERENCE INC | WI | P99 | $535,371 | $468,985 | OUTREACH SUPERVISOR | $66,165 | Same NTEE code P99, revenue within 2x, same state |
| HAYWARD COMMUNITY FOOD SHELF INC | WI | P99 | $489,331 | $377,471 | DIRECTOR | $0 | Same NTEE code P99, revenue within 2x, same state |
| ST VINCENT DE PAUL FORT ATKINSON INC | WI | P99 | $335,548 | $362,970 | SECRETARY | $0 | Same NTEE code P99, revenue within 2x, same state |
| ST VINCENT DE PAUL SOCIETY OF MARINETTE INC | WI | P99 | $672,224 | $637,122 | EXECUTIVE DIRECTOR | $24,280 | Same NTEE code P99, revenue within 2x, same state |
| VOLUNTEER CENTER OF RACINE INC | WI | P99 | $353,687 | $345,748 | President | $0 | Same NTEE code P99, revenue within 2x, same state |
| YOUNG MENS CHRISTIAN ASSOCIATION FOUNDATION OF WAUKESHA WI INC | WI | P99 | $769,087 | $31,018 | Member | $0 | Same NTEE code P99, revenue within 2x, same state |
| ST VINCENT DEPAUL SOCIETY OF WATERTOWN INC | WI | P99 | $532,662 | $435,536 | Director | $108,690 | Same NTEE code P99, revenue within 2x, same state |
| DOR-TRAN INC | WI | P99 | $360,100 | $282,102 | EXECUTIVE DIRECTOR | $62,764 | Same NTEE code P99, revenue within 2x, same state |
| SEIDL FOUNDATION INC | WI | P99 | $322,686 | $353,070 | PRESIDENT | $0 | Same NTEE code P99, revenue within 2x, same state |
| ST JOHN THE BAPTIST CHAPTER OF THE ST VINCENT DE PAUL SOCIETY INC | WI | P99 | $376,689 | $394,530 | DIRECTOR | $0 | Same NTEE code P99, revenue within 2x, same state |
| WAUNAKEE NEIGHBORHOOD CONNECTION CORP | WI | P99 | $587,969 | $603,219 | Executive Dir. | $43,100 | Same NTEE code P99, revenue within 2x, same state |
| ROPE YOUR DREAMS THERAPEUTIC RIDING AND EDUCATION CENTER | WI | P99 | $696,195 | $363,135 | DIRECTOR | $75,000 | Same NTEE code P99, revenue within 2x, same state |
| MILWAUKEE LESBIAN-GAY-BISEXUAL- | WI | P99 | $696,330 | $737,847 | INTERIM EXECUTIVE DIRECTOR | $31,400 | Same NTEE code P99, revenue within 2x, same state |
| MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC | WI | P99 | $421,203 | $434,218 | PRESIDENT/TREASURER & DIR | $0 | Same NTEE code P99, revenue within 2x, same state |
| ST VINCENT DEPAUL SOCIETY OF KIEL | WI | P99 | $447,043 | $408,772 | Store Manager | $34,574 | Same NTEE code P99, revenue within 2x, same state |
| WEEKES FAMILY FOUNDATION | WI | P99 | $709,146 | $596,155 | PRESIDENT | $0 | Same NTEE code P99, revenue within 2x, same state |
| ABC PAYEE INC | MN | P99 | $543,032 | $552,128 | PRESIDENT | $143,600 | Same NTEE code P99, revenue within 2x, similar name |
| GUARDIANSHIP AND PROTECTIVE SERVICES INC | OH | P99 | $324,533 | $366,472 | EXECUTIVE DI | $62,378 | Same NTEE code P99, revenue within 2x |
| FUSION COMMUNITY SERVICES INC | CA | P99 | $400,779 | $316,048 | EXECUTIVE DIRECTOR | $69,626 | Same NTEE code P99, revenue within 2x |
| THOROUGHFARE REPRESENTATIVE SERVICES INCORPORATED | MN | P99 | $334,685 | $351,049 | Deputy Director | $77,460 | Same NTEE code P99, revenue within 2x |
| HOPE DIAMOND SERVICES INC | GA | P99 | $613,145 | $591,173 | Director | $18,825 | Same NTEE code P99, revenue within 2x, similar name |
| FOX VOCATIONAL SERVICES | CA | P99 | $601,026 | $653,694 | Executive Director | $171,789 | Same NTEE code P99, revenue within 2x |
| PATRIOT VOICES INC | PA | P99 | $738,558 | $647,727 | Director, President | $72,000 | Same NTEE code P99, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $484,972 spent · pay $324,942 · grants $0 · events $39,897
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $183,525 | $0 | $183,525 | $0 | 37.8% | |
| Pay: officers, directors, trustees, key employees | $105,839 | $0 | $105,839 | $0 | 21.8% | |
| Occupancy | $40,743 | $40,743 | $0 | $0 | 8.4% | |
| Conferences, conventions and meetings | $39,897 | $35,907 | $3,990 | $0 | 8.2% | |
| Payroll taxes | $35,578 | $0 | $35,578 | $0 | 7.3% | |
| Office expenses | $21,292 | $17,140 | $4,152 | $0 | 4.4% | |
| Insurance | $16,506 | $10,304 | $6,202 | $0 | 3.4% | |
| Travel | $14,886 | $13,398 | $1,488 | $0 | 3.1% | |
| Other (as described) | TELEPHONE | $11,187 | $5,594 | $5,593 | $0 | 2.3% |
| Other (as described) | POSTAGE | $8,013 | $2,671 | $5,342 | $0 | 1.7% |
| Fees: investment management | $4,398 | $0 | $4,398 | $0 | 0.9% | |
| Information technology | $1,697 | $0 | $1,697 | $0 | 0.3% | |
| Fees: accounting | $600 | $0 | $600 | $0 | 0.1% | |
| Other (as described) | BANKING FEES | $600 | $0 | $600 | $0 | 0.1% |
| Interest | $211 | $0 | $211 | $0 | 0.0% | |
| Total | $484,972 | 100% |
2023 · Form 990 · $447,174 spent · pay $297,978 · grants $0 · events $24,292
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $169,611 | $0 | $169,611 | $0 | 37.9% | |
| Pay: officers, directors, trustees, key employees | $98,918 | $0 | $98,918 | $0 | 22.1% | |
| Occupancy | $39,249 | $39,249 | $0 | $0 | 8.8% | |
| Office expenses | $34,632 | $25,807 | $8,825 | $0 | 7.7% | |
| Conferences, conventions and meetings | $24,292 | $22,305 | $1,987 | $0 | 5.4% | |
| Payroll taxes | $23,819 | $0 | $23,819 | $0 | 5.3% | |
| Insurance | $13,224 | $8,691 | $4,533 | $0 | 3.0% | |
| Travel | $11,607 | $11,322 | $285 | $0 | 2.6% | |
| Other (as described) | TELEPHONE | $9,598 | $4,799 | $4,799 | $0 | 2.1% |
| Other (as described) | POSTAGE | $8,000 | $2,000 | $6,000 | $0 | 1.8% |
| Other employee benefits | $5,630 | $0 | $5,630 | $0 | 1.3% | |
| Fees: investment management | $5,361 | $0 | $5,361 | $0 | 1.2% | |
| Interest | $1,645 | $0 | $1,645 | $0 | 0.4% | |
| Other (as described) | BANKING FEES | $644 | $0 | $644 | $0 | 0.1% |
| Fees: accounting | $500 | $0 | $500 | $0 | 0.1% | |
| Information technology | $444 | $0 | $444 | $0 | 0.1% | |
| Total | $447,174 | 100% |
2022 · Form 990 · $443,197 spent · pay $274,091 · grants $0 · events $16,860
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $168,662 | $0 | $168,662 | $0 | 38.1% | |
| Pay: officers, directors, trustees, key employees | $85,964 | $0 | $85,964 | $0 | 19.4% | |
| Office expenses | $58,066 | $46,971 | $11,095 | $0 | 13.1% | |
| Occupancy | $35,149 | $35,149 | $0 | $0 | 7.9% | |
| Payroll taxes | $18,378 | $0 | $18,378 | $0 | 4.1% | |
| Fees: investment management | $18,155 | $0 | $18,155 | $0 | 4.1% | |
| Conferences, conventions and meetings | $16,860 | $15,940 | $920 | $0 | 3.8% | |
| Insurance | $13,751 | $5,827 | $7,924 | $0 | 3.1% | |
| Travel | $9,345 | $9,345 | $0 | $0 | 2.1% | |
| Other (as described) | TELEPHONE | $8,862 | $4,431 | $4,431 | $0 | 2.0% |
| Other (as described) | POSTAGE | $3,877 | $969 | $2,908 | $0 | 0.9% |
| Information technology | $2,075 | $0 | $2,075 | $0 | 0.5% | |
| Interest | $1,916 | $0 | $1,916 | $0 | 0.4% | |
| Other employee benefits | $1,087 | $0 | $1,087 | $0 | 0.2% | |
| Other (as described) | BANKING FEES | $600 | $0 | $600 | $0 | 0.1% |
| Fees: accounting | $450 | $0 | $450 | $0 | 0.1% | |
| Total | $443,197 | 100% |
2021 · Form 990 · $398,836 spent · pay $258,027 · grants $0 · events $4,891
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $166,620 | $0 | $166,620 | $0 | 41.8% | |
| Pay: officers, directors, trustees, key employees | $72,514 | $0 | $72,514 | $0 | 18.2% | |
| Office expenses | $40,926 | $33,926 | $7,000 | $0 | 10.3% | |
| Occupancy | $34,051 | $34,051 | $0 | $0 | 8.5% | |
| Payroll taxes | $18,893 | $0 | $18,893 | $0 | 4.7% | |
| Insurance | $10,955 | $5,544 | $5,411 | $0 | 2.7% | |
| Other (as described) | EMPLOYEE BENEFITS | $10,811 | $0 | $10,811 | $0 | 2.7% |
| Other (as described) | POSTAGE | $9,440 | $3,776 | $5,664 | $0 | 2.4% |
| Other (as described) | TELEPHONE | $7,866 | $3,933 | $3,933 | $0 | 2.0% |
| Travel | $7,625 | $7,625 | $0 | $0 | 1.9% | |
| Fees: other services | $7,600 | $0 | $7,600 | $0 | 1.9% | |
| Conferences, conventions and meetings | $4,891 | $4,076 | $815 | $0 | 1.2% | |
| Depreciation and depletion | $2,531 | $0 | $2,531 | $0 | 0.6% | |
| Other (as described) | BANKING AND CLIENT FEES | $1,857 | $1,169 | $688 | $0 | 0.5% |
| Information technology | $1,551 | $0 | $1,551 | $0 | 0.4% | |
| Fees: accounting | $455 | $0 | $455 | $0 | 0.1% | |
| Advertising and promotion | $250 | $0 | $250 | $0 | 0.1% | |
| Total | $398,836 | 100% |
2020 · Form 990 · $359,178 spent · pay $185,887 · grants $0 · events $431
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $108,134 | $0 | $108,134 | $0 | 30.1% | |
| Fees: investment management | $70,684 | $0 | $70,684 | $0 | 19.7% | |
| Pay: officers, directors, trustees, key employees | $64,460 | $0 | $64,460 | $0 | 17.9% | |
| Insurance | $17,988 | $6,990 | $10,998 | $0 | 5.0% | |
| Office expenses | $15,142 | $15,142 | $0 | $0 | 4.2% | |
| Occupancy | $14,520 | $14,520 | $0 | $0 | 4.0% | |
| Other (as described) | POSTAGE | $14,496 | $0 | $14,496 | $0 | 4.0% |
| Payroll taxes | $13,293 | $0 | $13,293 | $0 | 3.7% | |
| Information technology | $12,544 | $12,544 | $0 | $0 | 3.5% | |
| Other (as described) | BANKING AND CLIENT FEES | $10,217 | $6,438 | $3,779 | $0 | 2.8% |
| Other (as described) | TELEPHONE | $8,483 | $0 | $8,483 | $0 | 2.4% |
| Travel | $7,111 | $7,111 | $0 | $0 | 2.0% | |
| Fees: legal | $1,275 | $0 | $1,275 | $0 | 0.4% | |
| Conferences, conventions and meetings | $431 | $431 | $0 | $0 | 0.1% | |
| Fees: accounting | $400 | $0 | $400 | $0 | 0.1% | |
| Total | $359,178 | 100% |
2019 · Form 990 · $402,124 spent · pay $274,828 · grants $0 · events $1,068
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $134,625 | $0 | $134,625 | $0 | 33.5% | |
| Pay: disqualified persons | $120,674 | $0 | $120,674 | $0 | 30.0% | |
| Fees: investment management | $43,791 | $0 | $43,791 | $0 | 10.9% | |
| Payroll taxes | $19,529 | $0 | $19,529 | $0 | 4.9% | |
| Insurance | $17,516 | $3,672 | $13,844 | $0 | 4.4% | |
| Occupancy | $14,105 | $14,105 | $0 | $0 | 3.5% | |
| Office expenses | $13,034 | $13,034 | $0 | $0 | 3.2% | |
| Other (as described) | POSTAGE | $12,336 | $0 | $12,336 | $0 | 3.1% |
| Travel | $7,724 | $7,724 | $0 | $0 | 1.9% | |
| Other (as described) | BANKING AND CLIENT FEES | $7,500 | $0 | $7,500 | $0 | 1.9% |
| Other (as described) | TELEPHONE | $6,608 | $0 | $6,608 | $0 | 1.6% |
| Fees: legal | $3,239 | $0 | $3,239 | $0 | 0.8% | |
| Conferences, conventions and meetings | $1,068 | $1,068 | $0 | $0 | 0.3% | |
| Fees: accounting | $375 | $0 | $375 | $0 | 0.1% | |
| Total | $402,124 | 100% |
2018 · Form 990 · $407,996 spent · pay $276,554 · grants $0 · events $229
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $129,868 | $0 | $129,868 | $0 | 31.8% | |
| Pay: officers, directors, trustees, key employees | $127,033 | $0 | $127,033 | $0 | 31.1% | |
| Fees: other services | $46,004 | $0 | $46,004 | $0 | 11.3% | |
| Insurance | $25,561 | $10,179 | $15,382 | $0 | 6.3% | |
| Payroll taxes | $19,653 | $0 | $19,653 | $0 | 4.8% | |
| Other (as described) | POSTAGE | $18,353 | $0 | $18,353 | $0 | 4.5% |
| Occupancy | $10,656 | $10,656 | $0 | $0 | 2.6% | |
| Office expenses | $10,207 | $10,207 | $0 | $0 | 2.5% | |
| Fees: legal | $5,912 | $0 | $5,912 | $0 | 1.4% | |
| Other (as described) | TELEPHONE | $4,688 | $0 | $4,688 | $0 | 1.1% |
| Travel | $4,499 | $4,499 | $0 | $0 | 1.1% | |
| Other (as described) | BANKING AND CLIENT FEES | $3,674 | $0 | $3,674 | $0 | 0.9% |
| Fees: accounting | $1,659 | $0 | $1,659 | $0 | 0.4% | |
| Conferences, conventions and meetings | $229 | $229 | $0 | $0 | 0.1% | |
| Total | $407,996 | 100% |
2017 · Form 990 · $398,653 spent · pay $235,859 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $125,663 | $0 | $125,663 | $0 | 31.5% | |
| Other salaries and wages | $95,136 | $0 | $95,136 | $0 | 23.9% | |
| Fees: other services | $83,877 | $0 | $83,877 | $0 | 21.0% | |
| Insurance | $27,862 | $15,490 | $12,372 | $0 | 7.0% | |
| Other (as described) | POSTAGE | $16,194 | $0 | $16,194 | $0 | 4.1% |
| Payroll taxes | $15,060 | $0 | $15,060 | $0 | 3.8% | |
| Office expenses | $11,641 | $11,641 | $0 | $0 | 2.9% | |
| Occupancy | $9,735 | $9,735 | $0 | $0 | 2.4% | |
| Travel | $4,249 | $4,249 | $0 | $0 | 1.1% | |
| Other (as described) | TELEPHONE | $3,170 | $0 | $3,170 | $0 | 0.8% |
| Fees: legal | $2,705 | $0 | $2,705 | $0 | 0.7% | |
| Fees: accounting | $2,198 | $0 | $2,198 | $0 | 0.6% | |
| Other (as described) | BANKING AND CLIENT FEES | $1,163 | $0 | $1,163 | $0 | 0.3% |
| Total | $398,653 | 100% |
2016 · Form 990 · $403,535 spent · pay $232,282 · grants $0 · events $3,932
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $121,254 | $0 | $121,254 | $0 | 30.0% | |
| Pay: disqualified persons | $94,647 | $0 | $94,647 | $0 | 23.5% | |
| Fees: other services | $75,789 | $0 | $75,789 | $0 | 18.8% | |
| Insurance | $31,142 | $25,881 | $5,261 | $0 | 7.7% | |
| Other (as described) | POSTAGE | $19,775 | $0 | $19,775 | $0 | 4.9% |
| Payroll taxes | $16,381 | $0 | $16,381 | $0 | 4.1% | |
| Occupancy | $11,505 | $11,505 | $0 | $0 | 2.9% | |
| Office expenses | $9,066 | $9,066 | $0 | $0 | 2.2% | |
| Fees: legal | $8,344 | $0 | $8,344 | $0 | 2.1% | |
| Other (as described) | TELEPHONE | $5,740 | $0 | $5,740 | $0 | 1.4% |
| Travel | $4,500 | $4,500 | $0 | $0 | 1.1% | |
| Conferences, conventions and meetings | $3,932 | $3,932 | $0 | $0 | 1.0% | |
| Fees: accounting | $860 | $0 | $860 | $0 | 0.2% | |
| Other (as described) | BANKING AND CLIENT FEES | $600 | $0 | $600 | $0 | 0.1% |
| Total | $403,535 | 100% |
2015 · Form 990 · $370,287 spent · pay $220,150 · grants $0 · events $5,263
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $113,445 | $0 | $113,445 | $0 | 30.6% | |
| Other salaries and wages | $91,059 | $0 | $91,059 | $0 | 24.6% | |
| Fees: other services | $72,648 | $0 | $72,648 | $0 | 19.6% | |
| Insurance | $25,756 | $21,461 | $4,295 | $0 | 7.0% | |
| Other (as described) | POSTAGE | $17,974 | $17,974 | $0 | $0 | 4.9% |
| Payroll taxes | $15,646 | $0 | $15,646 | $0 | 4.2% | |
| Occupancy | $9,880 | $9,880 | $0 | $0 | 2.7% | |
| Office expenses | $8,491 | $8,491 | $0 | $0 | 2.3% | |
| Conferences, conventions and meetings | $5,263 | $5,263 | $0 | $0 | 1.4% | |
| Other (as described) | TELEPHONE | $4,668 | $4,668 | $0 | $0 | 1.3% |
| Travel | $2,114 | $2,114 | $0 | $0 | 0.6% | |
| Other (as described) | BANKING AND CLIENT FEES | $1,733 | $0 | $1,733 | $0 | 0.5% |
| Fees: accounting | $1,610 | $0 | $1,610 | $0 | 0.4% | |
| Total | $370,287 | 100% |