Civic Intelligence

Simplifyct Inc.

990 • Fiscal year 2023 • EIN 85-1504162

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

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

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.03x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

90th percentile

$117,053

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

10%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$441,614

Up $86,047 (+24%) from 2022

Net Assets

Up

$419,928

Up $84,033 (+25%) from 2022

Liabilities

Up

$21,686

Up $2,014 (+10%) from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin66th percentile

Revenue

Up

$620,315

Up $57,315 (+10%) from 2022

Expenses

Up

$536,282

Up $187,953 (+54%) from 2022

Net Income

Down

$84,033

Down $130,638 (-61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2023

Assets$441,614
Liabilities$21,686
Net Assets$419,928
Open 2023 Filing

Operations Trend

Revenue Growth53rd 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

2023

Revenue$620,315
Expenses$536,282
Net Income$84,033
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.1
Gross Receipts
$620,315
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$339,439$432,544▲ $93,105
Land, Buildings, and Equipment, Net$14,318$7,168▼ $7,150
Prepaid Expenses and Deferred Charges$1,810$1,902▲ $92
Total Assets$355,567$441,614▲ $86,047
Liabilities
Accounts Payable and Accrued Expenses$19,672$21,686▲ $2,014
Total Liabilities$19,672$21,686▲ $2,014
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$335,895$419,928▲ $84,033
Total Net Assets Fund Balance$335,895$419,928▲ $84,033
Total Liabilities and Net Assets / Fund Balance$355,567$441,614▲ $86,047

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,168$17,362$24,530
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shobana ManiExecutive DirectorFT$117,053$117,053

Board Members and Trustees

NameTitle
Mark SpivackPresident
Michael Van Leesten Off 1023President
Dominic SartoriVice President
Patrick GentileFounding Director
Jeffrey HatchmanMember
Michael KlehmMember
Teresa GentileSecretary
Paul CoughlanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Shobana ManiExecutive Director44 BULKLEY AVE N, Westport, CT 06880$117,053
Revenue and Support

Revenue Composition

Contributions and Grants
$583,700
Program Service Revenue
$36,615
Investment Income
$0
Other Revenue
$0
All Other Contributions
$463,700
Change in Net Assets
$84,033

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 Value
Total Noncash Contributions1$27,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$620,315
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$120,000
Total Revenue per Audited Statements
$740,315
Total Revenue per Form 990
$620,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$374,005
Other Expenses$162,277
Total Fundraising Expense$11,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$235,569--$235,569
Comp Disqual Persons$86,492$17,297$11,532$115,321
Information Technology$70,189--$70,189
Fees for Services Accounting-$23,621-$23,621
Fees for Services Other$4,184$19,384-$23,568
Payroll Taxes$20,206--$20,206
Advertising$9,689--$9,689
Office Expenses$3,278$5,854-$9,132
Depreciation Depletion$7,150--$7,150
Insurance$3,548$698-$4,246
Other Employee Benefits$2,909--$2,909
Other Expenses$550$215-$215
Fees for Services Legal-$89-$89
Total Functional Expenses$457,592$67,158$11,532$536,282

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$656,282
Expenses per Audited Statements$536,282
Total Expenses per Form 990$536,282
Expenses Not Reported on Form 990$120,000
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
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

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

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.”

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
Juan Berrios
Title
Executive Director
Phone
8605908910
Signed
2024-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juan Berrios
Formed
2020
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
7
Employees
11
Volunteers
122

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, Box B Amended Return

“The organization erroneously filed a form 990-ez instead of an extension on may 2024. None of the information filed with the original return was accurate.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year”

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, 2023 and 2022. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any periods pending or in progress.”

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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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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01494800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0120000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0120000
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt036615
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0981280
IRS990ScheduleA/SubstantialContributorsTotAmt0633520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0703700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0563000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0338100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01614800
IRS990ScheduleA/TotalSupportAmt01614800
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0120000
IRS990ScheduleD/DonatedServicesUseFcltsAmt0120000
IRS990ScheduleD/EquipmentGrp/BookValueAmt07168
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017362
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024530
IRS990ScheduleD/ExpensesNotReportedAmt0120000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0536282
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt0120000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0620315
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, 2023 AND 2022. 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:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0536282
IRS990ScheduleD/TotalRevenuePerForm990Amt0620315
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0656282
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
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IRS990ScheduleM/IntellectualPropertyGrp/MethodOfDeterminingRevenuesTxt0FAIR VALUE
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ERRONEOUSLY FILED A FORM 990-EZ INSTEAD OF AN EXTENSION ON MAY 2024. NONE OF THE INFORMATION FILED WITH THE ORIGINAL RETURN WAS ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PATRICK GENTILE AND TERESA GENTILE HAVE A FAMILY RELATIONSHIP.
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.
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/ExplanationTxt7THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, BOX B AMENDED RETURN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
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 XII, LINE 2C:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067158
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0457592
IRS990/TotalFunctionalExpensesGrp/TotalAmt0536282
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt019672
IRS990/TotalLiabilitiesGrp/EOYAmt021686
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0335895
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0419928
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0457592
IRS990/TotalProgramServiceRevenueAmt036615
IRS990/TotalReportableCompFromOrgAmt0117053
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036615
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0620315
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0122
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0355567
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0441614
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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0SIMPLIFYCT.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUAN BERRIOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08605908910
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMPLIFYCT INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
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ReturnHeader/Filer/PhoneNum09178257678
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,614
Liabilities
$21,686
Net assets
$419,928
Revenue
$620,315
Expenses
$536,282
Net income
$84,033
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