2026-07-15T21:24:09-04:00 2026-03-31 990EZ 2025-04-01 934250787 Oz Payee Services OZPA 2162253152 16310 S WOODLAND RD Shaker Hts OH 441201868 Holden Troutman Board Of Directors President 2162253152 2026-07-16 false 2025 2025-03-06 01:10:19Z X X X X 7700 X 7700 0 0 0 7700 6000 1700 7700 0 0 0 0 0 0 0 0 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. 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. 0 X 7700 7700 Holden Troutman Board Of Directors President 2 0 0 0 Antonio Herrod Board Of Directors Treasurer 1 0 0 0 Bridgette Brown-Meneffee Board Of Directors Secretary 1 0 0 0 false false false false false false false false false OH Antonio Herrod 16310 S Woodland Rd Shaker Heights OH 44120 1265036969 false false false false false false false false false false false NONE NONE true X 0 0 0 0 7700 7700 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7700 7700 7546 154 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7700 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Part I, line 16 | Other Expenses:, Amount:| Bond, $1000| Office Supplies and Equipment, $700|