Civic Intelligence

Simplifyct Inc.

990 • Fiscal year 2022 • EIN 85-1504162

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization ProfileSIMPLIFYCT.ORG
14 Red Rose CircleDarien, CT 06820

(917) 825-7678

Siviq Scores

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

Liabilities / Assets

61st percentile

0.06x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

95th percentile

146%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

67%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$355,567

Up $211,005 (+146%) from 2021

Net Assets

Up

$335,895

Up $214,671 (+177%) from 2021

Liabilities

Down

$19,672

Down $3,666 (-16%) from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin84th percentile

Revenue

Up

$563,000

Up $224,900 (+67%) from 2021

Expenses

Up

$348,329

Up $127,589 (+58%) from 2021

Net Income

Up

$214,671

Up $97,311 (+83%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$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

2022

Assets$355,567
Liabilities$19,672
Net Assets$335,895
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$563,000
Expenses$348,329
Net Income$214,671
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$563,000
Mission and Program Overview

Mission

Unlock entitled benefits for underserved communities through simplified, free tax services powered by skilled volunteers and staff, innovative tehnology and complementary partners.

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$127,864$339,439▲ $211,575
Land, Buildings, and Equipment, Net$15,308$14,318▼ $990
Prepaid Expenses and Deferred Charges$1,390$1,810▲ $420
Total Assets$144,562$355,567▲ $211,005
Liabilities
Accounts Payable and Accrued Expenses$23,338$19,672▼ $3,666
Total Liabilities$23,338$19,672▼ $3,666
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$121,224$335,895▲ $214,671
Total Net Assets Fund Balance$121,224$335,895▲ $214,671
Total Liabilities and Net Assets / Fund Balance$144,562$355,567▲ $211,005

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,318$10,212$24,530
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Patrick GentilePresident
Jeffrey HatchmanVice President
David Kober Off 112122Member
Dominic SartoriMember
Michael KlehmMember
Michael Van Leesten on 91322Member
Teresa GentileMember
Mark SpivackSecretary
Paul CoughlanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$563,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$458,000
Change in Net Assets
$214,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$563,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$127,400
Total Revenue per Audited Statements
$690,400
Total Revenue per Form 990
$563,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,558
Salaries, Compensation, and Employee Benefits$141,771
Total Fundraising Expense$7,538
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,298$5,102-$127,400
Information Technology$83,936--$83,936
Fees for Services Other$56,536$2,721$7,538$66,795
Fees for Services Accounting-$16,971-$16,971
Payroll Taxes$11,467$479-$11,946
Advertising$8,373--$8,373
Depreciation Depletion$7,150--$7,150
Office Expenses$1,700$4,136-$5,836
Insurance$2,126$709-$2,835
Other Employee Benefits$2,328$97-$2,425
Fees for Services Legal-$230-$230
Other Expenses$14,050$183-$183
Total Functional Expenses$309,964$30,827$7,538$348,329

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$475,729
Expenses per Audited Statements$348,329
Total Expenses per Form 990$348,329
Expenses Not Reported on Form 990$127,400
Expenses Not Reported on Financial Statements$0
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
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
Yes
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

“Patrick gentile and teresa gentile have a family relationship.”

Form 990, Part VI, Section A, Line 4

“Term limits were removed for the secretary and treasurer.”

Form 990, Part VI, Section A, Line 7A

“The board of directors may, by a resolution adopted by a majority of the directors then in the office, designate one or more committees, each consisting of two or more directors, to serve at the pleasure of the board. The board may also appoint additional (non-corporate) vice-presidents and such other officers as it deems expedient for the proper conduct of the business of the corporation.”

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

“A draft of form 990 is reviewed and approved by the board prior to 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 15

“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 the compensation is approved. The organization did not have any employees in 2021 and board members are not compensated.”

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
9178257678
Address
14 RED ROSE CIRCLE, DARIEN, CT 06820

Signing Officer

Name
Mark Spivack
Title
President
Phone
9178256768
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Spivack
Formed
2020
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
70

Preparer

Firm
Marcum Llp
Address
730 THIRD AVENUE 11TH FLOOR, NEW YORK, NY 10017
Preparer
Mary Ann Mendel
Phone
2124855500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Intake specialists: program service expenses 55,671. Management and general expenses 0. Fundraising expenses 0. Total expenses 55,671. Grant writing: program service expenses 0. Management and general expenses 0. Fundraising expenses 7,538. Total expenses 7,538. Accounting & auditing fees: program service expenses 0. Management and general expenses 1,855. Fundraising expenses 0. Total expenses 1,855. Other professional services: program service expenses 865. Management and general expenses 866. Fundraising expenses 0. Total expenses 1,731.”

Form 990, Part XII, Line 2C Change in Oversight

“No changes have been made to the oversight process.”

Financial Statement Notes

PART X, LINE 2:

“The organization recognizes and measures its unrecognized tax positions and assesses the likelihood, based on their technical merit, that tax positions will be sustained upon examination based on the facts, circumstances and information available at the end of each period. The measurement of unrecognized tax positions is adjusted when new information is available, or when an event occurs that requires a change. Interest and penalties associated with unrecognized tax positions, if any, would be classified as interest expense and additional income taxes, respectively, in the combined statements of activities and changes in net assets. The organization did not identify any uncertain tax positions for the years ended december 31, 2022 and 2021. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any periods pending or in progress.”

Raw XML AppendixShowing 400 of 408 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023338
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019672
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FREE TAX RETURN PREPARATION AND TAX ADVOCACY SERVICES TO LOW INCOME AND AT RISK POPULATIONS.
IRS990/AdvertisingGrp/ProgramServicesAmt08373
IRS990/AdvertisingGrp/TotalAmt08373
IRS990/AllOtherContributionsAmt0458000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0SIMPLIFYCT INC
IRS990/BooksInCareOfDetail/PhoneNum09178256768
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 RED ROSE CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DARIEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006820
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0127864
IRS990/CashNonInterestBearingGrp/EOYAmt0339439
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0563000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0206558
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0214671
IRS990/CYSalariesCompEmpBnftPaidAmt0141771
IRS990/CYTotalExpensesAmt0348329
IRS990/CYTotalFundraisingExpenseAmt07538
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0563000
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07150
IRS990/DepreciationDepletionGrp/TotalAmt07150
IRS990/Desc0TAX PREPARATION SERVICES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0309964
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016971
IRS990/FeesForServicesAccountingGrp/TotalAmt016971
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0230
IRS990/FeesForServicesLegalGrp/TotalAmt0230
IRS990/FeesForServicesOtherGrp/FundraisingAmt07538
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02721
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt056536
IRS990/FeesForServicesOtherGrp/TotalAmt066795
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt330.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt520.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/PersonNm0PATRICK GENTILE
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY HATCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL COUGHLAN
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK SPIVACK
IRS990/Form990PartVIISectionAGrp/PersonNm4TERESA GENTILE
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL KLEHM
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL VAN LEESTEN ON 91322
IRS990/Form990PartVIISectionAGrp/PersonNm7DOMINIC SARTORI
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID KOBER OFF 112122
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0105000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0563000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt083936
IRS990/InformationTechnologyGrp/TotalAmt083936
IRS990/InsuranceGrp/ManagementAndGeneralAmt0709
IRS990/InsuranceGrp/ProgramServicesAmt02126
IRS990/InsuranceGrp/TotalAmt02835
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010212
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015308
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014318
IRS990/LandBldgEquipCostOrOtherBssAmt024530
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0121224
IRS990/NetAssetsOrFundBalancesEOYAmt0335895
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0121224
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0335895
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04136
IRS990/OfficeExpensesGrp/ProgramServicesAmt01700
IRS990/OfficeExpensesGrp/TotalAmt05836
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt097
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02328
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02425
IRS990/OtherExpensesGrp/Desc0PROJECT MANAGEMENT
IRS990/OtherExpensesGrp/Desc1VOLUNTEER REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc2BANK CHARGES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1183
IRS990/OtherExpensesGrp/ProgramServicesAmt014050
IRS990/OtherExpensesGrp/TotalAmt014050
IRS990/OtherExpensesGrp/TotalAmt1199
IRS990/OtherExpensesGrp/TotalAmt2183
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05102
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0122298
IRS990/OtherSalariesAndWagesGrp/TotalAmt0127400
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0479
IRS990/PayrollTaxesGrp/ProgramServicesAmt011467
IRS990/PayrollTaxesGrp/TotalAmt011946
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01390
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01810
IRS990/PrincipalOfficerNm0MARK SPIVACK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0338100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0220740
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0117360
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0220740
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0338100
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0214671
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0563000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0338100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0911100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0230432
IRS990ScheduleA/SubstantialContributorsTotAmt0680668
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0563000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0338100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0911100
IRS990ScheduleA/TotalSupportAmt0911100
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/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0127400
IRS990ScheduleD/DonatedServicesUseFcltsAmt0127400
IRS990ScheduleD/EquipmentGrp/BookValueAmt014318
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010212
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024530
IRS990ScheduleD/ExpensesNotReportedAmt0127400
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0348329
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt0127400
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0563000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS INTEREST EXPENSE AND ADDITIONAL INCOME TAXES, RESPECTIVELY, IN THE COMBINED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS PENDING OR IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014318
IRS990ScheduleD/TotalExpensesPerForm990Amt0348329
IRS990ScheduleD/TotalRevenuePerForm990Amt0563000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0690400
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0475729
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PATRICK GENTILE AND TERESA GENTILE HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TERM LIMITS WERE REMOVED FOR THE SECRETARY AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MAY, BY A RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS THEN IN THE OFFICE, DESIGNATE ONE OR MORE COMMITTEES, EACH CONSISTING OF TWO OR MORE DIRECTORS, TO SERVE AT THE PLEASURE OF THE BOARD. THE BOARD MAY ALSO APPOINT ADDITIONAL (NON-CORPORATE) VICE-PRESIDENTS AND SUCH OTHER OFFICERS AS IT DEEMS EXPEDIENT FOR THE PROPER CONDUCT OF THE BUSINESS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT OF FORM 990 IS REVIEWED AND APPROVED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS AND AS POTENTIAL CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 THE COMPENSATION IS APPROVED. THE ORGANIZATION DID NOT HAVE ANY EMPLOYEES IN 2021 AND BOARD MEMBERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTAKE SPECIALISTS: PROGRAM SERVICE EXPENSES 55,671. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,671. GRANT WRITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,538. TOTAL EXPENSES 7,538. ACCOUNTING & AUDITING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,855. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,855. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 865. MANAGEMENT AND GENERAL EXPENSES 866. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,731.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C CHANGE IN OVERSIGHT
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0144562
IRS990/TotalAssetsEOYAmt0355567
IRS990/TotalAssetsGrp/BOYAmt0144562
IRS990/TotalAssetsGrp/EOYAmt0355567
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0563000
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07538
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030827
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0309964
IRS990/TotalFunctionalExpensesGrp/TotalAmt0348329
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023338
IRS990/TotalLiabilitiesEOYAmt019672
IRS990/TotalLiabilitiesGrp/BOYAmt023338
IRS990/TotalLiabilitiesGrp/EOYAmt019672
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0121224
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0335895
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0309964
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0563000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt070
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0144562
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0355567
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014 RED ROSE CIRCLE
IRS990/USAddress/CityNm0DARIEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006820
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0SIMPLIFYCT.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SPIVACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09178256768
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMPLIFYCT INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0851504162
ReturnHeader/Filer/PhoneNum09178257678
ReturnHeader/Filer/USAddress/AddressLine1Txt014 RED ROSE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0DARIEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006820
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0730 THIRD AVENUE 11TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02124855500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$355,567
Liabilities
$19,672
Net assets
$335,895
Revenue
$563,000
Expenses
$348,329
Net income
$214,671
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $500k-$1M nonprofits