Nonprofit · EIN 02-0616337
SECURE BENEFIT SERVICES INC
Also known as SOUTHWEST MEDICAL MANAGEMENT
Tax-exempt (reinstated) · SAINT PETERSBURG, FL 33711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $580,149 | $579,144 | $1,005 | $2,475,845 | $2,433,502 | $42,343 |
| December 31, 2024 | 990 | $561,901 | $576,849 | -$14,948 | $2,146,921 | $2,105,583 | $41,338 |
| December 31, 2023 | 990 | $612,926 | $573,092 | $39,834 | $2,793,295 | $2,737,009 | $56,286 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $580,149
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $114,400
- Other salaries and wages
- $109,761
- Salaries, compensation and benefits (total)
- $246,457
- Professional fundraising fees
- $0
- Legal fees
- $6,338
- Accounting fees
- $5,863
- Occupancy
- $129,672
- Depreciation
- $4,577
- Program services (functional)
- $286,920
- Management and general (functional)
- $292,224
Balance sheet and other
- Total assets, start of year
- $2,146,921
- Total assets, end of year
- $2,475,845
- Total liabilities, end of year
- $2,433,502
- Net assets, end of year
- $42,343
- Land, buildings and equipment
- $27,806
- Net assets without donor restrictions
- $42,343
- Gross receipts
- $580,149
- Employees
- 4
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Higbee | President/Secretary Trustee or director, Officer | 40 | $114,400 |
| Andrew Higbee | Vice President Trustee or director, Officer | 2 | $0 |
| Paul Montgomery | Treasurer Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Higbee | President/Secretary Trustee or director, Officer | 40 | $114,400 |
| Andrew Higbee | Vice President Trustee or director, Officer | 2 | $0 |
| Paul Montgomery | Treasurer Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Higbee | President/Secretary Trustee or director, Officer | 40 | $110,000 |
| Andrew Higbee | Vice President Trustee or director, Officer | 2 | $0 |
| Paul Montgomery | Treasurer Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3624 CENTRAL AVE, SAINT PETERSBURG, FL 33711-0000
- In care of
- % OKEY R RYAN
- Principal officer (990 for 2025)
- Michael Higbee, PO Box 60, St Petersburg, FL 33731
- Signed the 990
- Michael Higbee, President
- Phone
- (727) 824-9912
- Return prepared by
- Ellen Fontana CPA LLC
Mission
To provide bill paying and cash management services to individuals on social security who are indigent and/or incapacited.
Program accomplishments
- Provided bill paying and cash management services to individuals on social security who are indigent and/or incapacitated.Expenses $286,920 · revenue $580,149
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0616337
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $2,475,845
- Income (IRS master file)
- $580,149
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- October 21, 2013
- Reinstated
- Effective May 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $580,149 | $579,144 | $2,475,845 | XML |
| 990 | December 2024 | $561,901 | $576,849 | $2,146,921 | XML |
| 990 | December 2023 | $612,926 | $573,092 | $2,793,295 | XML |
| 990 | December 2022 | $585,739 | $576,282 | $3,155,548 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0616337).
Questions about SECURE BENEFIT SERVICES INC
- What is the EIN of SECURE BENEFIT SERVICES INC?
- The employer identification number (EIN) of SECURE BENEFIT SERVICES INC is 02-0616337.
- Is SECURE BENEFIT SERVICES INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
- Are donations to SECURE BENEFIT SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SECURE BENEFIT SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SECURE BENEFIT SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SECURE BENEFIT SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SECURE BENEFIT SERVICES INC?
- The 990 for the year ended December 31, 2025 names Michael Higbee.
- Who are the officers and directors of SECURE BENEFIT SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $114,400 (Michael Higbee, President/Secretary).
- How much revenue does SECURE BENEFIT SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $580,149, expenses of $579,144 and total assets of $2,475,845 at year end.
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