Simplifyinc EIN 81-1526973 Form 990 (PDF) Claim this org

Simplifyinc

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Offers financial help to individuals and families for stability. For fiscal year 2025 it reported $283K in revenue, $310K in expenses, and $-48K in net assets.Pt I

Founded
2024
Type
Public charity (501(c)(3)) · Human Services
Location
Sheboygan, WI
Filings
5 on file (2021–2025)
Revenue
$283KFY2025
Expenses
$310K
Net assets
$-48K
People
5
Filings
5
Updates
0
More identity details & actions ⌄
EIN  81-1526973 Public charity (501(c)(3)) Sheboygan, WI Founded 2024
Form 990 (PDF)
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Size
$100K–1M
What they do
Offers financial help to individuals and families for stability.
Leadership
Tammy Harris · CFO · $80K
Money in and out
$283K revenue, $310K expenses
Bottom line
100% program efficiency
Where the money goes · FY2025
Total revenue
$283K
Pt VIII · Ln 12
Total expenses
$310K
Pt IX · Ln 25
Net assets
$-48K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$27K
Where spending went · Part IX cols B–D
Program services $1.00
Program efficiency
100%
of spending reaches programs0% vs prior filing year
Operating runway
0.7mo
months of highly liquid reserves at operating expense rate▼ -68% vs prior filing year
Surplus margin
-9%
revenue over expenses, this year▼ -2647% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$283K
FY2025▲ +19%
Expenses
$310K
FY2025▲ +31%
Total assets
$23K
FY2025▼ -58%
Total liabilities
$71K
FY2025▼ -7%
Total revenue
$283K
Pt VIII · Ln 12
Total expenses
$310K
Pt IX · Ln 25
Net assets
$-48K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$27K
Total assetsPt X · Ln 16$23K
Program-expense ratioPt IX · col B100%
Voting members of governing bodyPt I · Ln 34
Independent voting membersPt I · Ln 44
Mission & Programs · Part III

Where the work happens

1 program service account for $310K of program spending, described in the organization's own filed words · FY2025.
01

Provide Financial Stability Representative payee Services-We manage social security money for individuals deemed incapable of handling their finances. We make sure basic needs are met first.

$310Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSimplifyinc
EINHdr · item D81-1526973
Principal addressHdr · item CSheboygan, WI
WebsiteHdr · item Jnone reported
Year of formationHdr · item L2024
State of legal domicileHdr · item MWI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P51)
Ruling yearIRS BMFJun 2017

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a4
Independent voting membersPt VI · Ln 1b4
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$80,000Pt VII · Sec A
$80,000Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Tammy Harris’s $80K as CFO is at the 71st percentile of top reported officer pay among 2165 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Tammy Harris$80,000$52,250$54,500$47,058$39,625
Lisa Musch$80,000$52,250
Lisa a Musch$54,500$47,058$39,625

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$280K · 99%
Other revenue$3K · 1%
Program service revenue99%$280K
Other revenue1%$3K
Contributions & grants$264
Total revenueLn 12$283K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $1.00
Program services100%$310K
Total functional expensesLn 25$310K

Balance Sheet

Part X · end of year
CashLn 1$17K
Total assetsLn 16$23K
Total liabilitiesLn 26$71K
Total net assetsLn 32$-48K
Months of cash on handcomputed0.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $17K · Operating expenses/yr $310K
0.7 months
Where the money goes
Program services
Program services $310K · Total expenses $310K
100%
Management & General
Management & general $0 · Total expenses $310K
0%
Fundraising
Fundraising $0 · Total expenses $310K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $190
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $264 · Total revenue $283K
0.09%
Government reliance
Government grants — · Total revenue $283K
Earned-income share
Program service revenue $280K · Total revenue $283K
99%
Investment reliance
Investment income $0 · Total revenue $283K
0%
Program self-sufficiency
Program service revenue $280K · Total expenses $310K
90%
Growth & trend
Revenue growth (YoY)
This year $283K · Prior year $238K
+19%
Revenue CAGR
FY2021 $128K · FY2025 $283K
+22%
Net-asset trend (YoY)
End of year $-48K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $283K · Expenses $310K
-9%
Liabilities-to-Assets
Total liabilities — · Total assets $23K
Net-asset ratio
Net assets $-48K · Total assets $23K
-212%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $23K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Tammy Harris · Reported title CFO · Highest reported compensation $80K · Total expenses $310K
26%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $222K · Total expenses $310K
71%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 100%
Revenue growth 19%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$283K revenue · viewing · ⤓ 990 PDF
FY2024$238K revenue · ⤓ 990 PDF
FY2023$215K revenue · ⤓ 990 PDF
FY2022$182K revenue · ⤓ 990 PDF
FY2021$128K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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