Civic Intelligence

Simplify

990EZ • Fiscal year 2022 • EIN 81-1526973

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 31, 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

97th percentile

2.58x

Higher debt load relative to assets than 97% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.25x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

3.7%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$47,058

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

42%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$17,952

Up $2,399 (+15%) from 2021

Net Assets

Up

-$28,302

Up $6,691 (+19%) from 2021

Liabilities

Down

$46,254

Down $4,292 (-8.5%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin49th percentile

Revenue

Up

$181,846

Up $53,806 (+42%) from 2021

Expenses

Up

$175,155

Up $28,587 (+20%) from 2021

Net Income

Up

$6,691

Up $25,219 (+136%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

2022

Assets$17,952
Liabilities$46,254
Net Assets-$28,302
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

2022

Revenue$181,846
Expenses$175,155
Net Income$6,691
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 31, 2023
Return Version
2022v5.0
Gross Receipts
$181,846
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.-$71,600
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-$32,540
Sheboygan County Health & Human Services - Assist individuals/families with applications and/or renewals for foodshare and/or badgercare on a regular basis-$5,412
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa A MuschChief Executive Officer-$47,058-$47,058
Tammy HarrisChief Financial Officer-$47,058-$47,058
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
2023-08-31
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 11,366Interest Income 1,480”

Description of other expenses Part I line 16

“Description AmountAdvertising & Promotions 719Bank Service Charge 6,289Business Licenses & Permits 349Computer & Internet 6,437Continuing Education 230Insurance 6,869Meals & Entertainment 1,065Office Supplies 7,377Telephone 2,642Internet 1,931Travel 3,598”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 6,667 10,370Prepaid Expense 1,461 1,461Payroll Asset 0 1,845Payroll Asset 2,000 1,200Furniture and Equipment 1,401 2,276Lisa Arnson Loan 0 800”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearClient Payments 0 5Payroll Protection 11,366 0Economic Injury Disaster Loan 33,700 33,700SBA Economic Injury Disaster L 2,886 2,886Payroll Liabilities 2,594 9,259Checking/Savings Neg. Bal 0 404”

Raw XML Appendix163 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrintingPublicationsPostageAmt02941
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132540
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt0175155
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011272
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPayroll Protection Loan Forgiveness 11,366Interest Income 1,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising & Promotions 719Bank Service Charge 6,289Business Licenses & Permits 349Computer & Internet 6,437Continuing Education 230Insurance 6,869Meals & Entertainment 1,065Office Supplies 7,377Telephone 2,642Internet 1,931Travel 3,598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Receivable 6,667 10,370Prepaid Expense 1,461 1,461Payroll Asset 0 1,845Payroll Asset 2,000 1,200Furniture and Equipment 1,401 2,276Lisa Arnson Loan 0 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearClient Payments 0 5Payroll Protection 11,366 0Economic Injury Disaster Loan 33,700 33,700SBA Economic Injury Disaster L 2,886 2,886Payroll Liabilities 2,594 9,259Checking/Savings Neg. Bal 0 404
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tammy Harris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Founder CF
ReturnHeader/BusinessOfficerGrp/PhoneNum09202348686
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-31
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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/PreparationDt02023-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Fay B Wingrove CPA
ReturnHeader/ReturnTs02023-09-01T17:34:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tammy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harris
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,952
Liabilities
$46,254
Net assets
-$28,302
Revenue
$181,846
Expenses
$175,155
Net income
$6,691
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