Civic Intelligence

Simply Put Inc

990 • Fiscal year 2020 • EIN 47-3310278

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 22, 2021

41 West 83rd Street 9ANew York, NY 10024

(917) 363-1995

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$170,045

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Asset Growth

91st percentile

76%

Faster asset growth than 91% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

173%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$541,107

Up $233,957 (+76%) from 2019

Net Assets

Up

$527,481

Up $285,154 (+118%) from 2019

Liabilities

Down

$13,626

Down $51,197 (-79%) from 2019

Revenue

Up

$818,647

Up $518,551 (+173%) from 2019

Expenses

Up

$533,493

Up $467,442 (+708%) from 2019

Net Income

Up

$285,154

Up $51,109 (+22%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2019: $307,150Liabilities 2019: $64,823Net Assets 2019: $242,3272019Assets 2020: $541,107Liabilities 2020: $13,626Net Assets 2020: $527,4812020Assets 2021: $55,154Net Assets 2021: $55,1542021

Highlighted filing

2020

Assets$541,107
Liabilities$13,626
Net Assets$527,481

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2019: $300,096Expenses 2019: $66,051Net Income 2019: $234,0452019Revenue 2020: $818,647Expenses 2020: $533,493Net Income 2020: $285,1542020Revenue 2021: $8,846Expenses 2021: $481,173Net Income 2021: -$472,3272021

Highlighted filing

2020

Revenue$818,647
Expenses$533,493
Net Income$285,154
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 22, 2021
Return Version
2020v4.0
Gross Receipts
$818,647
Mission and Program Overview

Mission

Simply Put is a social impact publishing, programming, and distribution non-profit that reaches parents from traditionally neglected or marginalized communities in the US and around the world with critical information and innovative learning opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$307,150$530,112▲ $222,962
Accounts Receivable-$10,995-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$307,150$541,107▲ $233,957
Other Assets Total-$0-
Liabilities
Deferred Revenue$63,590--
Accounts Payable and Accrued Expenses$1,233$13,626▲ $12,393
Total Liabilities$64,823$13,626▼ $51,197
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,824$527,481▲ $521,657
Net Assets With Donor Restrictions$236,503--
Total Net Assets Fund Balance$242,327$527,481▲ $285,154
Total Liabilities and Net Assets / Fund Balance$307,150$541,107▲ $233,957
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa BernsteinPresidentFT$170,045$170,045

Board Members and Trustees

NameTitle
Benita SomerfieldDirector
Carren ShulmanDirector
Joel BernsteinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Faith Lamb-Parker-165 West 91st St 7F, Ny, NY 10024$136,000
Revenue and Support

Revenue Composition

Contributions and Grants
$581,600
Program Service Revenue
$230,525
Investment Income
$1,143
Other Revenue
$5,379
All Other Contributions
$581,600
Change in Net Assets
$285,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,184
Salaries, Compensation, and Employee Benefits$170,045
Grants and Similar Amounts Paid$155,264
Total Fundraising Expense$17,218
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$136,000$58,818-$194,818
Current Officers, Directors, Trustees, and Key Employees$136,036$17,004$17,005$170,045
Grants to Domestic Individuals$155,264--$155,264
Advertising$4,539--$4,539
Other Expenses$2,742$306-$3,048
Office Expenses$2,008$125$126$2,259
Travel$1,941--$1,941
Information Technology$1,403$89$87$1,579
Total Functional Expenses$439,933$76,342$17,218$533,493
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Lisa Bernstein and Joel Bernstein are siblings.

Form 990, Part VI, Line 11B: Form 990 Review Process

Management reviewed a draft of the form 990 with the audit/finance committee and provided edits to the tax preparer. After this, the 990 was sent to the Board prior to being filed with the IRS.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

During 2020, the organization approved a conflicts of interest policy. Each board member must fill out an annual declaration stating they had no conflicts or identifying the nature of their interested party transactions. The policy is discussed during Board meetings.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Simply Put Inc
EIN
47-3310278
Phone
9173631995
Address
41 West 83rd Street 9A, New York, NY 10024

Signing Officer

Name
Lisa Bernstein
Title
President
Signed
2021-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Bernstein
Formed
2015
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Schall & Ashenfarb Cpas
Address
307 5th Ave 15th Floor, NEW YORK, NY 10016
Preparer
Michael Schall
Phone
2122682800
Supplemental Narrative

Additional Explanations

Part III Program Service Accomplishments Supplemental

We created a counting curriculum for young children in childcare and school programs and an event and implementation strategy to bring families together to support their childs learning and take the census as a supported, educated community.This program is unique created with marginalized families, focused on their needs and concerns, and reflecting their voices, resilience and strength. Our grassroots tools, training and strategies empowered community leaders and caregivers that families already know and trust to confidently start authentic discussions about democracy and civic participation in America with families; correctly answer questions and offer support as they take the 2020 Census (with a focus on young children 0-5, the most miscounted demographic in the last Census.) In partnership with national, state and local early childhood programs, healthcare providers, libraries, schools and Foundations WE COUNT! books, materials and programming have been purchased, donated and distributed to at the very least 600,000 families across the country including Alaska and the US Virgin Islands!When Covid changed everything, we adapted. First, we put all the WE COUNT! books (all 15 languages) online for free reading or download. Then we created and donated adorable, smart, multi-lingual materials for schools and Soup Kitchens - such as Census Activity Placemats and family Census counting games that were added to Grab & Go lunch sacks. Then we created and distributed an animated version of the book starring the actress who played Moana in the Disney film (with Spanish subtitles.) Now we've partnered with the American Library Association, the Carnegie Corporation and many others to provide a virtual event in a box "Pajama Party" toolkit. Librarians, teachers and childcare providers have created online PJ parties with their families- watching the video, playing games and taking the census together.

Financial Statement Notes

Part X : FIN48 Footnote

Simply Put does not believe its financial statements include any material, uncertain tax positions. The tax filing for the period ending December 31, 2019, the organization's initial filing, is subject to examination by applicable taxing authorities.

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IRS990/Desc0Programming: WE COUNT! The 2020 Census Campaign Simply Puts WE COUNT! Campaign reached 600,000 families in person and online across the country - with books, educational materials, programming and events available in 15 languages. Patterson New Jersey was counted in the 2020 Census, and has been re-designated as a Class One City. Patterson had been undercounted in the 2010 Census, especially among immigrant communities just barely missing designation as a Class One city. Repercussions of this undercount included a loss of political power and ten years of significant underfunding for government programs that directly affected children and families. The WE COUNT! Campaign began as a small intervention planned for Patterson, New Jersey funded by the Taub Foundation and other local funders to address this undercount. By the end of the Census, the WE COUNT! Campaign was adopted by thousands of community-based, county, city and state-wide organizations and government agencies across the country. Statewide early childhood programs in New York NJ, California and the US Virgin Islands customized their book and programming with support from Simply Put. New Products included: The WE COUNT Book was illustrated by eleven artists, each representing their family's cultural heritage and was written with parents and early childhood educators across Patterson, NJ. The book teaches kids how to count, while answering parents' real questions about the safety and necessity of being counted in the 2020 Census. Additional Media: An animated version, narrated by Auli'i Cravalho (star of Disney's Moana); ebooks, census activity sheets, Placemats, and a PJ Party event kit for family engagement programs were all free online (www.wecountkids.org) Programming included: An evaluated strategy for community educators to take on the role of "Trusted Advisors" giving and reading WE COUNT! with families, and then competently (and confidently) support their participation in the census. Live and online professional development training and an early childhood curriculum, Distribution:The national campaign was funded by the Carnegie Corporation and the Census Funders Collaboratives. Hundreds of state,city and community based organizations adopted WE COUNT to reach families with young children.
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IRS990/MissionDesc0Simply Put is a social impact publishing, programming, and distribution non-profit that reaches parents from neglected and traditionally marginalized communities in the US and around the world with critical information and innovative learning opportunities. Our mission is to give adults tools, skills and opportunities to make positive change for themselves, their children and their communities. Listening, learning and creating with parents, providers, experts and communities we together produce books, media and programming that fill gaps in the way educators, healthcare and social service providers support Americas most marginalized families. Simply Put creates "Engaged Learning Experiences" with and for adults during the transformative moments of pregnancy and parenthood. Because these graphic, friendly and enjoyable parenting books, videos and tech are written and illustrated by parents from diverse communities, they address our audiences authentic experiences, concerns, strengths an
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Simply Put does not believe its financial statements include any material, uncertain tax positions. The tax filing for the period ending December 31, 2019, the organization's initial filing, is subject to examination by applicable taxing authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0We Count! books
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lisa Bernstein and Joel Bernstein are siblings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Management reviewed a draft of the form 990 with the audit/finance committee and provided edits to the tax preparer. After this, the 990 was sent to the Board prior to being filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2During 2020, the organization approved a conflicts of interest policy. Each board member must fill out an annual declaration stating they had no conflicts or identifying the nature of their interested party transactions. The policy is discussed during Board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4We created a counting curriculum for young children in childcare and school programs and an event and implementation strategy to bring families together to support their childs learning and take the census as a supported, educated community.This program is unique created with marginalized families, focused on their needs and concerns, and reflecting their voices, resilience and strength. Our grassroots tools, training and strategies empowered community leaders and caregivers that families already know and trust to confidently start authentic discussions about democracy and civic participation in America with families; correctly answer questions and offer support as they take the 2020 Census (with a focus on young children 0-5, the most miscounted demographic in the last Census.) In partnership with national, state and local early childhood programs, healthcare providers, libraries, schools and Foundations WE COUNT! books, materials and programming have been purchased, donated and distributed to at the very least 600,000 families across the country including Alaska and the US Virgin Islands!When Covid changed everything, we adapted. First, we put all the WE COUNT! books (all 15 languages) online for free reading or download. Then we created and donated adorable, smart, multi-lingual materials for schools and Soup Kitchens - such as Census Activity Placemats and family Census counting games that were added to Grab & Go lunch sacks. Then we created and distributed an animated version of the book starring the actress who played Moana in the Disney film (with Spanish subtitles.) Now we've partnered with the American Library Association, the Carnegie Corporation and many others to provide a virtual event in a box "Pajama Party" toolkit. Librarians, teachers and childcare providers have created online PJ parties with their families- watching the video, playing games and taking the census together.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III Program Service Accomplishments Supplemental
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ReturnHeader/PreparerPersonGrp/PhoneNum02122682800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Schall
ReturnHeader/ReturnTs02021-12-22T13:51:36-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bernstein
ReturnHeader/TaxPeriodBeginDt02020-01-01

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