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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 93-4250787

OZ PAYEE SERVICES

Also known as HOLDEN TROUTMAN SOLE MBR

Tax-exempt · SHAKER HTS, OH 44120

Financials

$8K$8K2025
Revenue Expenses · by fiscal year end
Financials of OZ PAYEE SERVICES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-EZ$7,700$7,700$0$0–$0
Financial details: 990-EZ for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$7,700

Expenses

Compensation of officers, directors and key employees
$0
Occupancy
$6,000
Other expenses
$1,700
Program services (functional)
$7,700

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$0
Total liabilities, end of year
–
Net assets, end of year
$0
Gross receipts
$7,700

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-EZ for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
Holden TroutmanBoard Of Directors President2$0
Antonio HerrodBoard Of Directors Treasurer1$0
Bridgette Brown-MeneffeeBoard Of Directors Secretary1$0

Address and contacts

Address (IRS master file)
16310 S WOODLAND RD, SHAKER HTS, OH 44120-1868
In care of
% HOLDEN TROUTMAN
Signed the 990-EZ
Holden Troutman, Board Of Directors President

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.

990-EZ for the year ended March 31, 2026

Program accomplishments

  • 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.
    Expenses $7,700

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-EZ on file
2024March 31, 2025August 15, 2025No data
2023March 31, 2024August 15, 2024No data

File the 2026 990-N for OZ PAYEE SERVICES

Due August 16, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
93-4250787
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2025
Accounting year ends
March
Files
Form 990-N (e-Postcard)
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$1
Income (IRS master file)
$7,700

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZMarch 2026–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about OZ PAYEE SERVICES

What is the EIN of OZ PAYEE SERVICES?
The employer identification number (EIN) of OZ PAYEE SERVICES is 93-4250787.
Is OZ PAYEE SERVICES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to OZ PAYEE SERVICES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OZ PAYEE SERVICES file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of OZ PAYEE SERVICES due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OZ PAYEE SERVICES last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended March 2026.
Who are the officers and directors of OZ PAYEE SERVICES?
The 990-EZ for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does OZ PAYEE SERVICES have?
On its 990-EZ for the year ended March 31, 2026 it reported revenue of $7,700, expenses of $7,700 and total assets of $0 at year end.

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