Civic Intelligence

Simplify

990EZ • Fiscal year 2021 • EIN 81-1526973

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 29, 2023

Organization Profilewww.simplifywi.org
930 Michigan AveSheboygan, WI 53081

(920) 289-8139

Siviq Scores

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

Liabilities / Assets

98th percentile

3.25x

Higher debt load relative to assets than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.39x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

96th percentile

$39,625

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

$15,553

No earlier filing loaded for comparison.

Net Assets

-$34,993

No earlier filing loaded for comparison.

Liabilities

$50,546

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin22nd percentile

Revenue

$128,040

No earlier filing loaded for comparison.

Expenses

$146,568

No earlier filing loaded for comparison.

Net Income

-$18,528

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0-$50KAssets 2021: $15,553Liabilities 2021: $50,546Net Assets 2021: -$34,9932021Assets 2022: $17,952Liabilities 2022: $46,254Net Assets 2022: -$28,3022022Assets 2024: $54,481Liabilities 2024: $75,838Net Assets 2024: -$21,3572024

Highlighted filing

2021

Assets$15,553
Liabilities$50,546
Net Assets-$34,993
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2021: $128,040Expenses 2021: $146,568Net Income 2021: -$18,5282021Revenue 2022: $181,846Expenses 2022: $175,155Net Income 2022: $6,6912022Revenue 2024: $238,368Expenses 2024: $237,484Net Income 2024: $8842024

Highlighted filing

2021

Revenue$128,040
Expenses$146,568
Net Income-$18,528
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 29, 2023
Return Version
2021v4.2
Gross Receipts
$128,040
Mission and Program Overview

Mission

Providing financial stability for individuals/families. Simplify, Inc. is a trusted Sheboygan financial partner, helping families & individuals of all incomes. Having walked a mile in some difficult financial shoes, recognized a need in the community.

Provide Financial Stability

Program Services

DescriptionGrantsExpenses
Representative payee Services - We manage social security money for individuals deemed incapable of handling their finances. We make sure basic needs are met first.-$61,748
Voluntary Financial Management Services - For those individuals/familisies who dont want to; have time to; or dont know how to manage their finances, we do it for them-$30,195
Sheboygan County Health & Human Services - Assist individuals/families with applications and/or renewals for foodshare and/or badgercare on a regular basis-$18,433
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa A MuschChief Executive Officer-$39,625-$39,625
Tammy HarrisChief Financial Officer-$39,625-$39,625
Kristin BlanchardPresident-$0--
Cindy CummingsTreasurer-$0--
Roy KlussDirector-$0--
Filing and Contact Details

Filer

Filer Name
Simplify INC
EIN
81-1526973
Address
930 Michigan Ave, Sheboygan, WI 53081

Signing Officer

Name
Tammy Harris
Title
Co-Founder CF
Phone
9202348686
Signed
2023-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Innovative Solutions for Business L
Address
807 Center Ave - Suite 201, Sheboygan, WI 53081
Preparer
Fay B Wingrove CPA
Phone
9204578007
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountPayroll Protection Loan Forgiveness 7,000Interest Income 1,057”

Description of other expenses Part I line 16

“Description AmountBank Service Charges 5,342Advertising & Promotions 883Business Licenses & Permits 64Computer & Internet 7,925Continuing Education 1,563Insurance 2,907Interest 5Meals & Entertainment 523Office Supplies 2,906Telephone 2,224Internet 1,632Travel 8,520”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 3,432 6,667Prepaid Expense 1,461 1,461Payroll Asset 2,000 2,000Furniture and Equipment 867 1,401”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearClient Payments 103 0Payroll Protection 0 11,366Economic Injury Disaster Loan 33,700 33,700SBA Economic Injury Disaster L 2,942 2,886Payroll Liabilities 2,276 2,594”

Raw XML Appendix165 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristin Blanchard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cindy Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Roy Kluss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa A Musch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tammy Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chief Executive Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chief Financial Officer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07760
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011529
IRS990EZ/OtherExpensesTotalAmt034494
IRS990EZ/OtherRevenueTotalAmt08057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Financial Stability
IRS990EZ/PrintingPublicationsPostageAmt02939
IRS990EZ/ProgramServiceRevenueAmt0118707
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Representative payee Services - We manage social security money for individuals deemed incapable of handling their finances. We make sure basic needs are met first.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Voluntary Financial Management Services - For those individuals/familisies who dont want to; have time to; or dont know how to manage their finances, we do it for them
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Sheboygan County Health & Human Services - Assist individuals/families with applications and/or renewals for foodshare and/or badgercare on a regular basis
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061748
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt130195
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218433
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt0102472
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt050546
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0146568
IRS990EZ/TotalProgramServiceExpensesAmt0110376
IRS990EZ/TotalRevenueAmt0128040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.simplifywi.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06807
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IRS990ScheduleA/Total509Grp/TotalAmt022489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01352
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPayroll Protection Loan Forgiveness 7,000Interest Income 1,057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Service Charges 5,342Advertising & Promotions 883Business Licenses & Permits 64Computer & Internet 7,925Continuing Education 1,563Insurance 2,907Interest 5Meals & Entertainment 523Office Supplies 2,906Telephone 2,224Internet 1,632Travel 8,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Receivable 3,432 6,667Prepaid Expense 1,461 1,461Payroll Asset 2,000 2,000Furniture and Equipment 867 1,401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearClient Payments 103 0Payroll Protection 0 11,366Economic Injury Disaster Loan 33,700 33,700SBA Economic Injury Disaster L 2,942 2,886Payroll Liabilities 2,276 2,594
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tammy Harris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Founder CF
ReturnHeader/BusinessOfficerGrp/PhoneNum09202348686
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Simplify INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0811526973
ReturnHeader/Filer/USAddress/AddressLine1Txt0930 Michigan Ave
ReturnHeader/Filer/USAddress/CityNm0Sheboygan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053081
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391838359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Innovative Solutions for Business L
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0807 Center Ave - Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sheboygan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053081
ReturnHeader/PreparerPersonGrp/PhoneNum09204578007
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Fay B Wingrove CPA
ReturnHeader/ReturnTs02023-08-30T14:49:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tammy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harris
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,553
Liabilities
$50,546
Net assets
-$34,993
Revenue
$128,040
Expenses
$146,568
Net income
-$18,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.76$0.21$2.38$2.37$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.46$0.28$1.82$1.75$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.51$0.35$1.28$1.47$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits