Civic Intelligence

Simplifyct Inc.

990 • Fiscal year 2025 • EIN 85-1504162

Jan 01, 2025 to Dec 31, 2025

Organization ProfileWWW.SIMPLIFYCT.ORG
14 Red Rose CircleDarien, CT 06820

(860) 590-8910

Siviq Scores

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

Liabilities / Assets

66th percentile

0.06x

Higher debt load relative to assets than 66% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.04x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

51st percentile

4.9%

Higher net margin than 51% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$147,529

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$498,171

Up $61,132 (+14%) from 2024

Net Assets

Up

$465,854

Up $39,494 (+9.3%) from 2024

Liabilities

Up

$32,317

Up $21,638 (+203%) from 2024

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin51st percentile

Revenue

Up

$804,300

Up $141,466 (+21%) from 2024

Expenses

Up

$764,806

Up $108,404 (+17%) from 2024

Net Income

Up

$39,494

Up $33,062 (+514%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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: $426,3602024Assets 2025: $498,171Liabilities 2025: $32,317Net Assets 2025: $465,8542025

Highlighted filing

2025

Assets$498,171
Liabilities$32,317
Net Assets$465,854
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$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: $6,4322024Revenue 2025: $804,300Expenses 2025: $764,806Net Income 2025: $39,4942025

Highlighted filing

2025

Revenue$804,300
Expenses$764,806
Net Income$39,494
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.1
Gross Receipts
$804,300
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$419,776$494,981▲ $75,205
Accounts Receivable$7,675$0▼ $7,675
Prepaid Expenses and Deferred Charges$8,561$3,190▼ $5,371
Land, Buildings, and Equipment, Net$1,027$0▼ $1,027
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$437,039$498,171▲ $61,132
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$10,679$32,317▲ $21,638
Total Liabilities$10,679$32,317▲ $21,638
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$423,937$445,354▲ $21,417
Net Assets With Donor Restrictions$2,423$20,500▲ $18,077
Total Net Assets Fund Balance$426,360$465,854▲ $39,494
Total Liabilities and Net Assets / Fund Balance$437,039$498,171▲ $61,132

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$24,530$24,530
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juan BerriosExecutive DirectorFT$136,249$11,280$147,529

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$787,340
Program Service Revenue
$3,797
Investment Income
$13,163
Other Revenue
$0
All Other Contributions
$337,340
Change in Net Assets
$39,494

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$49,500Fair Value
Total Noncash Contributions1$49,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$804,300
Revenue Not Reported on Form 990
$664,391
Total Revenue per Audited Statements
$1,468,691
Total Revenue per Form 990
$804,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$482,258
Other Expenses$282,548
Total Fundraising Expense$32,694
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$291,237--$291,237
Current Officers, Directors, Trustees, and Key Employees$100,037$21,736$14,476$136,249
Payroll Taxes$33,217$628$553$34,398
Office Expenses$23,163$414-$23,577
Information Technology$22,614--$22,614
Other Employee Benefits$10,756$542$226$11,524
Travel$11,506--$11,506
Other Expenses$9,672-$17,021$9,672
Pension Plan Contributions$7,804$628$418$8,850
Advertising$5,501--$5,501
Insurance$3,611$1,399-$5,010
All Other Expenses-$2,380-$2,380
Depreciation Depletion$1,027--$1,027
Total Functional Expenses$704,385$27,727$32,694$764,806

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,429,197
Expenses per Audited Statements$764,806
Total Expenses per Form 990$764,806
Expenses Not Reported on Form 990$664,391
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
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
2026-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juan Berrios
Formed
2020
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
17
Volunteers
143

Preparer

Firm
Hope & Hernandez PC
Address
2600 Main Street, Bridgeport, CT 06606
Preparer
Robert J Bailey CPA
Phone
2033665092
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“INKIND SERVICES $664391”

Part XII, Line 2D: Other expenses and losses per audited F/S

“INKIND SERVICES $664391”

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IRS990/OtherEmployeeBenefitsGrp/TotalAmt011524
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1IN-KIND CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2COMMUNICATION
IRS990/OtherExpensesGrp/Desc3VOLUNTEER REIMBURSEMENTS
IRS990/OtherExpensesGrp/FundraisingAmt017021
IRS990/OtherExpensesGrp/ProgramServicesAmt090656
IRS990/OtherExpensesGrp/ProgramServicesAmt149500
IRS990/OtherExpensesGrp/ProgramServicesAmt244084
IRS990/OtherExpensesGrp/ProgramServicesAmt39672
IRS990/OtherExpensesGrp/TotalAmt0107677
IRS990/OtherExpensesGrp/TotalAmt149500
IRS990/OtherExpensesGrp/TotalAmt244084
IRS990/OtherExpensesGrp/TotalAmt39672
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0291237
IRS990/OtherSalariesAndWagesGrp/TotalAmt0291237
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0553
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0628
IRS990/PayrollTaxesGrp/ProgramServicesAmt033217
IRS990/PayrollTaxesGrp/TotalAmt034398
IRS990/PensionPlanContributionsGrp/FundraisingAmt0418
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0628
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07804
IRS990/PensionPlanContributionsGrp/TotalAmt08850
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08561
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03190
IRS990/PrincipalOfficerNm0JUAN BERRIOS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541200
IRS990/ProgramServiceRevenueGrp/Desc0TAX PREP ASSISTANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03797
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03797
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0617955
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0994
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0215927
IRS990/PYProgramServiceRevenueAmt043885
IRS990/PYRevenuesLessExpensesAmt06432
IRS990/PYSalariesCompEmpBnftPaidAmt0436467
IRS990/PYTotalExpensesAmt0656402
IRS990/PYTotalProfFndrsngExpnsAmt04008
IRS990/PYTotalRevenueAmt0662834
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt039494
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0791137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0661840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0620315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0563000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0338100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02974392
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0994
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014157
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99530
IRS990ScheduleA/PublicSupportTotal170Amt02974392
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0791137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0661840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0620315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0563000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0338100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02974392
IRS990ScheduleA/TotalSupportAmt02988549
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/ExpensesNotReportedAmt0664391
IRS990ScheduleD/ExpensesSubtotalAmt0764806
IRS990ScheduleD/OtherExpensesIncludedAmt0664391
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024530
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024530
IRS990ScheduleD/OtherRevenueAmt0664391
IRS990ScheduleD/RevenueNotReportedAmt0664391
IRS990ScheduleD/RevenueSubtotalAmt0804300
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INKIND SERVICES $664391
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INKIND SERVICES $664391
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0764806
IRS990ScheduleD/TotalRevenuePerForm990Amt0804300
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01468691
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01429197
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/IntellectualPropertyGrp/ContributionCnt01
IRS990ScheduleM/IntellectualPropertyGrp/MethodOfDeterminingRevenuesTxt0FAIR VALUE
IRS990ScheduleM/IntellectualPropertyGrp/NonCashCheckboxInd0X
IRS990ScheduleM/IntellectualPropertyGrp/NoncashContributionsRptF990Amt049500
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
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$498,171
Liabilities
$32,317
Net assets
$465,854
Revenue
$804,300
Expenses
$764,806
Net income
$39,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.98$0.32$4.66$8.04$7.65$0.39
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