Oz Payee Services

Nonprofit profile at a glance

EIN
934250787
IRS 990-EZ coverage
2025–2025
Forms available
Form 990-EZ 2025
Location
Shaker Hts, OH, USA
Rating
91
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$7,700
Expenses
$7,700
Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • Holden Troutman (Board Of Directors President)

People named in this filing

  • Holden Troutman (Board Of Directors President)
  • Antonio Herrod (Board Of Directors Treasurer)
  • Bridgette Brown-Meneffee (Board Of Directors Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Respect compassion and empathy is our motivation. Receive funds for our clients pay financial obligations disbursement of available funds to our clients. Throughout which consulting and educating our clients about financial literacy.

What it reported doing in 2025

OZ Payee Services is a charitable organization organized under Section 501c3 of the Internal Revenue Code to provide organizational representative payee services for individuals who are unable to independently manage their Social Security Supplemental Security Income SSI and other public benefit payments due to age disability or other qualifying circumstances. During the reporting period the organization focused on establishing the infrastructure necessary to begin charitable operations. Activities included securing office facilities obtaining insurance and fiduciary bond coverage developing governance policies implementing accounting and financial management procedures establishing internal controls preparing representative payee operational policies consistent with Social Security Administration requirements and conducting outreach to develop relationships with community organizations and referral sources. These activities were undertaken to prepare the organization to provide fiduciary financial management budgeting assistance bill payment services and financial education to eligible beneficiaries while safeguarding beneficiary funds and ensuring regulatory compliance.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 100
  • Sustainability: 28
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 0%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 3; 3rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $8K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 3/100.
  • Moderate — Sustainability: Operating margin scored 43/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.