2024-02-08T08:17:41-06:00 2023-12-31 222258733 SMOLIN LUPIN & CO LLC 331 NEWMAN SPRINGS RD - SUITE 145 RED BANK NJ 07701 990 2023-01-01 271997250 RESOURCE OVERSIGHT AND GUIDANCE SVCS RESO 8007647166 PO BOX 7394 LAGUNA NIGUEL CA 92607 DEAN M REYBURN PRESIDENT 8007647166 2024-02-06 1 DEAN REYBURN 999009999 0 P00055087 7329339300 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ROG SERVICES INC DEAN M REYBURN 333 CITY BLVD WEST ORANGE CA 92868 1002140 0 X ROGSERVICES.ORG X 2010 CA PROVIDE ORGANIZATIONAL REPRESENTATIVE PAYEE SERVICES FOR MENTALLY ILL SOCIAL SECURITY RECIPIENTS UNABLE TO MANAGE THEIR OWN BENEFITS. 5 5 13 0 0 0 44833 52009 846632 936282 0 13849 0 0 891465 1002140 0 0 0 0 595559 648993 0 0 0 176902 197459 772461 846452 119004 155688 416128 571816 0 0 416128 571816 X RESOURCE OVERSIGHT & GUIDANCE SERVICES, INC. (ROG SERVICES, INC.) PROVIDES SOCIAL SECURITY REPRESENTATIVE PAYEE SERVICES TO OVER 1,600 MENTALLY ILL CLIENTS WHO ARE UNABLE TO MANAGE THEIR BENEFITS AND WHO DO NOT HAVE ANYONE ELSE ABLE TO ASSIST. WE ENSURE FINANCIAL STRUCTURE, CONSISTENCY AND STABILITY IN A CARING AND PROFESSIONAL MANNER FOR OUR CLIENTS WHILE DISBURSING OVER ONE MILLION DOLLARS A MONTH IN TIMELY PAYMENTS. 0 0 663605 782745 ROG SERVICES, INC. WORKS IN COOPERATION WITH NUMEROUS SOCIAL SERVICE AGENCIES THROUGHOUT SOUTHERN CALIFORNIA THAT REFER CLIENTS FOR REPRESENTATIVE PAYEE SERVICES. THESE PRIVATE CLIENTS REPRESENT THE VAST MAJORITY OF OUR CLIENT BASE. 98202 153537 ROG SERVICES, INC. HAS A CONTRACT WITH ORANGE COUNTY HEALTH CARE AGENCY TO ACT AS REPRESENTATIVE PAYEE ON BEHALF OF THEIR CLIENTS THAT ARE IN NEED OF REPRESENTATIVE PAYEE SERVICES. AS A RESULT OF OUR EXCELLENT RELATIONSHIP, WE HAVE CONTINUED TO INCREASE THE NUMBER OF CLIENTS FROM THE HEALTH CARE AGENCY EACH MONTH. CLIENTS AFFILIATED WITH OCHCA ARE NOT REQUIRED TO PAY ANY FEES FOR OUR SERVICES. 761807 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 13 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X DEAN M REYBURN 8007647166 333 CITY BLVD WEST 17TH FL ORANGE CA 92868 DEAN M REYBURN PRESIDENT 48.00 X X 146525 0 0 SUE CULLEN VICE PRESIDENT 10.00 X X 0 0 0 LAURA MITCHELL SECRETARY 10.00 X X 0 0 0 JEFFREY DAVIDSON TREASURER 10.00 X X 0 0 0 JEFF ANDERSON DIRECTOR 10.00 X 0 0 0 146525 0 0 1 0 0 0 0 52009 52009 REP PAYEE FEES 624100 782745 782745 AGENCY CONTRACTS 624100 153537 153537 936282 13849 13849 1002140 950131 0 0 146525 131872 14653 380464 342418 38046 58180 52362 5818 63824 57442 6382 101 91 10 750 675 75 40384 36346 4038 12558 11302 1256 17022 15320 1702 13682 12314 1368 50206 45185 5021 1100 990 110 31541 28387 3154 POSTAGE AND SHIPPING 16262 14636 1626 ACCOUNT ANALYSIS BANK F 4628 4165 463 CONTRACT SERVICES 3857 3471 386 STAFF DEVELOPMENT 2679 2411 268 2689 2420 269 846452 761807 84645 0 409605 356326 0 213849 3826 44 14958 13361 2697 1597 416128 571816 0 0 X 416128 571816 416128 571816 416128 571816 155688 0 X 0 0 0 X 8004 5609 31258 44833 52009 141713 459559 577230 647977 846632 936282 3467680 467563 582839 679235 891465 988291 3609393 0 0 0 3609393 13849 13849 13849 13849 57700 57700 467563 640539 679235 891465 1002140 3680942 0.98060 0.98100 0.00380 X 1 18835460 13455091 5380369 0 14958 13361 1597 1597 PART IV, LINE 1B: RESOURCE OVERSIGHT AND GUIDANCE SERVICES IS A REPRESENTATIVE PAYEE FOR DISABLED PERSONS SOCIAL SECURITY AND OTHER FUNDS TO BE EXPENDED ON BEHALF OF THE DISABLED PERSON. ALL CLIENT FUNDS ARE RECEIVED IN TRUST ACCOUNTS AND DISBURSEMENTS MADE FROM THERE. FORM 990, PART VI, SECTION B, LINE 11B PRESIDENT REVIEWS RETURNS PAGE BY PAGE WITH CPA PREPARER. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 18 SEE SCH O FORM 990, PART VI, SECTION C, LINE 19 RESOURCE OVERSIGHT & GUIDANCE SERVICES, INC. (ROG SERVICES, INC.) PROVIDES SOCIAL SECURITY REPRESENTATIVE PAYEE SERVICES TO OVER 1,600 MENTALLY ILL CLIENTS WHO ARE UNABLE TO MANAGE THEIR BENEFITS AND WHO DO NOT HAVE ANYONE ELSE ABLE TO ASSIST. WE ENSURE FINANCIAL STRUCTURE, CONSISTENCY AND STABILITY IN A CARING AND PROFESSIONAL MANNER FOR OUR CLIENTS WHILE DISBURSING OVER 2.5 MILLION DOLLARS A MONTH IN TIMELY PAYMENTS.