2024-03-25T08:18:39-04:00 2023-12-31 990EZ 2023-01-01 061658256 KC FINANCIAL MGMT SERVICES INC % Cheryl Wetternach KCFI 6125328810 PO BOX 19527 MINNEAPOLIS MN 554190527 Cheryl A Wetternach Account Manager 2024-03-25 2023 2023-04-26 12:10:37Z X X X X 184844 X 184844 0 0 0 184844 54000 15498 24853 25846 55512 175709 9135 35448 44583 35448 44583 35448 44583 35448 44583 X Social Security Administration Fee For Service Organizational Rep Payee Monthly mailing of beneficiaries checks 0 18569 Covering bank fees for beneficiaries 0 15704 N A - See Schedule O 0 0 KC Financial Mgmt Services is a Fee For Service Organizational Rep payee approved the the Social Security Administration to provide payee services to SSI & RSDI beneficiaries. We collect a monthly fee from our clients for our services. We assist them with managing their monthly income and function as a liaison between the individual and their creditors. Also we connect them with other providers and resources that are available in the area which they live. During 2023 one of our account managers was out the first 5 months of the year with major medical issues and all duties were left to the other account manager in the office. Our dealings with SSA are continually strained as they still take months to approve applications make needed changes to client records and mail out documents that clients needed for various reasons. There were some instances that changes weren't made at all and documents were never received. Attempting to get through to them on the phone was impossible as we'd wait on hold for an hour or more and them be automatically disconnected. Alot of our clients died due to chronic illness old age and overdosing. KC Financial started the year with 330 clients and ended with 315. 0 0 34273 Kimberly A Kippels Account Manager 40 32400 0 0 Cheryl A Wetternach Account Manager 30 21600 0 0 Jessica Schmitz President 2 0 0 0 Carol Adams Treasurer 2 0 0 0 false false false false false 0 false false false false MN Cheryl Wetternach PO BOX 19527 MINNEAPOLIS MN 554190527 6125328810 false false false false false false false false false false false NONE NONE true X 180630 180747 171209 172763 184844 890193 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 180630 180747 171209 172763 184844 890193 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 890193 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 180630 180747 171209 172763 184844 890193 1 1 0 0.00 X Part III Line 12 N A Part I, line 16 | Other Expenses:, Amount:| Phones - land fax & cells; insurance bond software upgrades internet services networking office supplies bank fees payroll taxes & fees business line of credit computers printers furniture and paintings., $55512|