Civic Intelligence

Simplifyct Inc

EIN 85-1504162 • 501(c)3 • Darien, CT

Profile

To provide free tax return and tax advocacy services to low income and at risk populations along with other value added financial services as needed.

14 Red Rose CircleDarien, CT 06820

simplifyct.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.02x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.02x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

43rd percentile

1.0%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

100th percentile

43703800%

Faster asset growth than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$437,039

Down $4,575 (-1.0%) from 2023

Liabilities

Down

$10,679

Down $11,007 (-51%) from 2023

Net Assets

Up

$426,360

Up $6,432 (+1.5%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin43rd percentile

Revenue

Up

$662,834

Up $42,519 (+6.9%) from 2023

Expenses

Up

$656,402

Up $120,120 (+22%) from 2023

Net Income

Down

$6,432

Down $77,601 (-92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2020: $3,864Net Assets 2020: $3,8642020Assets 2021: $144,562Liabilities 2021: $23,338Net Assets 2021: $121,2242021Assets 2022: $355,567Liabilities 2022: $19,672Net Assets 2022: $335,8952022Assets 2023: $441,614Liabilities 2023: $21,686Net Assets 2023: $419,9282023Assets 2024: $437,039Liabilities 2024: $10,679Net Assets 2024: $426,3602024

Highlighted filing

2024

Assets$437,039
Liabilities$10,679
Net Assets$426,360
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2020: $10,000Expenses 2020: $6,136Net Income 2020: $3,8642020Revenue 2021: $338,100Expenses 2021: $220,740Net Income 2021: $117,3602021Revenue 2022: $563,000Expenses 2022: $348,329Net Income 2022: $214,6712022Revenue 2023: $620,315Expenses 2023: $536,282Net Income 2023: $84,0332023Revenue 2024: $662,834Expenses 2024: $656,402Net Income 2024: $6,4322024

Highlighted filing

2024

Revenue$662,834
Expenses$656,402
Net Income$6,432
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,039
Liabilities
$10,679
Net assets
$426,360
Revenue
$662,834
Expenses
$656,402
Net income
$6,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.11$4.26$6.63$6.56$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.42$0.22$4.20$6.20$5.36$0.84
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.20$3.36$5.63$3.48$2.15
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.23$1.21$3.38$2.21$1.17
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.10$0.06$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$662,834
Mission and Program Overview

Mission

To provide best in class free tax return preparation and tax advocacy services to our low income and at risk populations along with other value added financial services as needed.

Free tax return preparation and tax advocacy services to low income and at risk populations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$432,544$419,776▼ $12,768
Prepaid Expenses and Deferred Charges$1,902$8,561▲ $6,659
Accounts Receivable-$7,675-
Land, Buildings, and Equipment, Net$7,168$1,027▼ $6,141
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$441,614$437,039▼ $4,575
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$21,686$10,679▼ $11,007
Total Liabilities$21,686$10,679▼ $11,007
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$419,928$423,937▲ $4,009
Net Assets With Donor Restrictions-$2,423-
Total Net Assets Fund Balance$419,928$426,360▲ $6,432
Total Liabilities and Net Assets / Fund Balance$441,614$437,039▼ $4,575

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,027$23,503$24,530
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juan BerriosExecutive DirectorFT$105,000$6,470$111,470

Board Members and Trustees

NameTitle
Mark SpivackPresident
Dominic SartoriVice President
Edith TargonskiDirector
Jeffrey HatchmanDirector
Les WolfDirector
Michael KlehmDirector
Michael WidlandDirector
Patrick GentileFounder
Teresa GentileSecretary
Paul CoughlanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$617,955
Program Service Revenue
$43,885
Investment Income
$994
Other Revenue
$0
All Other Contributions
$179,825
Change in Net Assets
$6,432

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Intellectual Property1$27,500Fair Market Value
Total Noncash Contributions1$27,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$662,834
Revenue Not Reported on Form 990
$550,620
Total Revenue per Audited Statements
$1,213,454
Total Revenue per Form 990
$662,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$436,467
Other Expenses$215,927
Total Fundraising Expense$18,200
Professional Fundraising Fees$4,008
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$284,239--$284,239
Current Officers, Directors, Trustees, and Key Employees$73,831$18,802$12,367$105,000
Information Technology$69,716--$69,716
Payroll Taxes$30,750$1,377$956$33,083
Office Expenses$19,928$191-$20,119
Other Employee Benefits$9,400$895$720$11,015
Travel$9,606--$9,606
Other Expenses$9,422--$9,422
Depreciation Depletion$6,141--$6,141
All Other Expenses$5,088$2-$5,090
Fees for Services Professional Fundraising--$4,008$4,008
Insurance$2,888$1,119-$4,007
Pension Plan Contributions$2,767$214$149$3,130
Advertising$1,852--$1,852
Conferences and Meetings-$1,657-$1,657
Total Functional Expenses$613,945$24,257$18,200$656,402

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,207,022
Expenses per Audited Statements$656,402
Total Expenses per Form 990$656,402
Expenses Not Reported on Form 990$550,620
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$4,008
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
No
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
Yes
Other officer compensation reviewed
Yes
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, Section A, Line 2

“Two board members have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The 990 is provided to board members for review before filing.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to disclose any conflicts of interest on an annual basis and as potential conflicts arise.”

Form 990, Part VI, Section B, Line 15A

“The board establishes compensation based upon a review of comparability data for similarly qualified individuals in comparable positions at similar organizations, documented in minutes of the meeting during which compensation is approved.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, form 990 and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Simplifyct Inc
EIN
85-1504162
Phone
8605908910
Address
14 RED ROSE CIRCLE, DARIEN, CT 06820

Signing Officer

Name
Juan Berrios
Title
Executive Director
Signed
2025-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juan Berrios
Formed
2020
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
122

Preparer

Firm
Hope & Hernandez PC
Address
2600 Main Street, Bridgeport, CT 06606
Preparer
Robert J Bailey CPA
Phone
2033665092
Raw XML AppendixShowing 400 of 472 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt021686
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010679
IRS990/AccountsReceivableGrp/EOYAmt07675
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FREE TAX RETURN PREPARATION AND TAX ADVOCACY SERVICES TO LOW INCOME AND AT RISK POPULATIONS.
IRS990/AdvertisingGrp/ProgramServicesAmt01852
IRS990/AdvertisingGrp/TotalAmt01852
IRS990/AllOtherContributionsAmt0179825
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05088
IRS990/AllOtherExpensesGrp/TotalAmt05090
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JUAN BERRIOS
IRS990/BooksInCareOfDetail/PhoneNum08605908910
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 RED ROSE CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DARIEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006820
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0432544
IRS990/CashNonInterestBearingGrp/EOYAmt0419776
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt012367
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018802
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt073831
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0105000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01657
IRS990/ConferencesMeetingsGrp/TotalAmt01657
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0617955
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0994
IRS990/CYOtherExpensesAmt0215927
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt043885
IRS990/CYRevenuesLessExpensesAmt06432
IRS990/CYSalariesCompEmpBnftPaidAmt0436467
IRS990/CYTotalExpensesAmt0656402
IRS990/CYTotalFundraisingExpenseAmt018200
IRS990/CYTotalProfFndrsngExpnsAmt04008
IRS990/CYTotalRevenueAmt0662834
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06141
IRS990/DepreciationDepletionGrp/TotalAmt06141
IRS990/Desc0SIMPLIFYCT INC SERVED 11,957 HOUSEHOLDS THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM IN 2024
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02423
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0613945
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/FundraisingAmt04008
IRS990/FeesForServicesProfFundraising/TotalAmt04008
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt520.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt06470
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0JUAN BERRIOS
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK SPIVACK
IRS990/Form990PartVIISectionAGrp/PersonNm2DOMINIC SARTORI
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL COUGHLAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TERESA GENTILE
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICK GENTILE
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL KLEHM
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY HATCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8EDITH TARGONSKI
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL WIDLAND
IRS990/Form990PartVIISectionAGrp/PersonNm10LES WOLF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0105000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5FOUNDER
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0438130
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0662834
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt069716
IRS990/InformationTechnologyGrp/TotalAmt069716
IRS990/InsuranceGrp/ManagementAndGeneralAmt01119
IRS990/InsuranceGrp/ProgramServicesAmt02888
IRS990/InsuranceGrp/TotalAmt04007
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0994
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0994
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023503
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07168
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01027
IRS990/LandBldgEquipCostOrOtherBssAmt024530
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0UNLOCK ENTITLED BENEFITS FOR UNDERSERVED COMMUNITIES THROUGH SIMPLIFIED, FREE TAX SERVICES POWERED BY SKILLED VOLUNTEERS AND STAFF, INNOVATIVE TEHNOLOGY AND COMPLEMENTARY PARTNERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0419928
IRS990/NetAssetsOrFundBalancesEOYAmt0426360
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0419928
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0423937
IRS990/NoncashContributionsAmt027500
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0191
IRS990/OfficeExpensesGrp/ProgramServicesAmt019928
IRS990/OfficeExpensesGrp/TotalAmt020119
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0720
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0895
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09400
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011015
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1IN-KIND CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2COMMUNICATION CALL CENTER
IRS990/OtherExpensesGrp/Desc3VOLUNTEER REIMBURSEMENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt049744
IRS990/OtherExpensesGrp/ProgramServicesAmt127500
IRS990/OtherExpensesGrp/ProgramServicesAmt211073
IRS990/OtherExpensesGrp/ProgramServicesAmt39422
IRS990/OtherExpensesGrp/TotalAmt049744
IRS990/OtherExpensesGrp/TotalAmt127500
IRS990/OtherExpensesGrp/TotalAmt211073
IRS990/OtherExpensesGrp/TotalAmt39422
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0284239
IRS990/OtherSalariesAndWagesGrp/TotalAmt0284239
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0956
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01377
IRS990/PayrollTaxesGrp/ProgramServicesAmt030750
IRS990/PayrollTaxesGrp/TotalAmt033083
IRS990/PensionPlanContributionsGrp/FundraisingAmt0149
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0214
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02767
IRS990/PensionPlanContributionsGrp/TotalAmt03130
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01902
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08561
IRS990/PrincipalOfficerNm0JUAN BERRIOS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541200
IRS990/ProgramServiceRevenueGrp/Desc0TAX PREP ASSISTANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043885
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0583700
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0162277
IRS990/PYProgramServiceRevenueAmt036615
IRS990/PYRevenuesLessExpensesAmt084033
IRS990/PYSalariesCompEmpBnftPaidAmt0374005
IRS990/PYTotalExpensesAmt0536282
IRS990/PYTotalRevenueAmt0620315
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06432
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt043885
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0661840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0620315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0563000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0338100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02193255
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0994
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0994
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt02193255
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0661840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0620315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0563000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0338100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02193255
IRS990ScheduleA/TotalSupportAmt02194249
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0550620
IRS990ScheduleD/DonatedServicesUseFcltsAmt0550620
IRS990ScheduleD/ExpensesNotReportedAmt0550620
IRS990ScheduleD/ExpensesSubtotalAmt0656402
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01027
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023503
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024530
IRS990ScheduleD/RevenueNotReportedAmt0550620
IRS990ScheduleD/RevenueSubtotalAmt0662834
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01027
IRS990ScheduleD/TotalExpensesPerForm990Amt0656402
IRS990ScheduleD/TotalRevenuePerForm990Amt0662834
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01213454
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01207022
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/IntellectualPropertyGrp/ContributionCnt01
IRS990ScheduleM/IntellectualPropertyGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/IntellectualPropertyGrp/NonCashCheckboxInd0X
IRS990ScheduleM/IntellectualPropertyGrp/NoncashContributionsRptF990Amt027500
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO BOARD MEMBERS HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS AND AS POTENTIAL CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD ESTABLISHES COMPENSATION BASED UPON A REVIEW OF COMPARABILITY DATA FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS, DOCUMENTED IN MINUTES OF THE MEETING DURING WHICH COMPENSATION IS APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.