Totals
- Total revenue
- $620,315
- Total expenses
- $536,282
- Contributions and grants received
- $583,700
- Grants paid
- $0
- Program service revenue
- $36,615
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $441,614
- Total liabilities, end of year
- $21,686
- Net assets or fund balances, end of year
- $419,928
- Program services expenses (Part IX)
- $457,592
- Management and general expenses
- $67,158
- Fundraising expenses
- $11,532
- Program service expenses (Part III)
- $457,592
Program services were 85.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$120,000
-
1f · All other contributions, gifts and grants
$463,700
-
1g · Noncash contributions included above
$27,500
-
2a · Program service revenue: TAX PREPARATION SERVIC
total $36,615 · related or exempt $36,615
Functional expenses
Part IX, the statement of functional expenses.
-
6 · Compensation of disqualified persons
total $115,321 · program services $86,492 · management and general $17,297 · fundraising $11,532
-
7 · Other salaries and wages
total $235,569 · program services $235,569
-
9 · Other employee benefits
total $2,909 · program services $2,909
-
10 · Payroll taxes
total $20,206 · program services $20,206
-
11b · Fees: legal
total $89 · management and general $89
-
11c · Fees: accounting
total $23,621 · management and general $23,621
-
11g · Fees: other
total $23,568 · program services $4,184 · management and general $19,384
-
12 · Advertising and promotion
total $9,689 · program services $9,689
-
13 · Office expenses
total $9,132 · program services $3,278 · management and general $5,854
-
14 · Information technology
total $70,189 · program services $70,189
-
22 · Depreciation, depletion and amortization
total $7,150 · program services $7,150
-
23 · Insurance
total $4,246 · program services $3,548 · management and general $698
-
24a · Other expenses: PROJECT MANAGEMENT
total $13,828 · program services $13,828
-
24b · Other expenses: VOLUNTEER REIMBURSEMENT
total $550 · program services $550
-
24c · Other expenses: BANK CHARGES AND FEES
total $215 · management and general $215
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $339,439 · end of year $432,544
-
9 · Prepaid expenses and deferred charges
beginning of year $1,810 · end of year $1,902
-
10a · Land, buildings and equipment: cost or other basis
$24,530
-
10b · Land, buildings and equipment: accumulated depreciation
$17,362
-
10c · Land, buildings and equipment, net
beginning of year $14,318 · end of year $7,168
-
17 · Accounts payable and accrued expenses
beginning of year $19,672 · end of year $21,686
-
27 · Net assets without donor restrictions
beginning of year $335,895 · end of year $419,928
Mission and programs · 2023
Mission
UNLOCK ENTITLED BENEFITS FOR UNDERSERVED COMMUNITIES THROUGH SIMPLIFIED, FREE TAX SERVICES POWERED BY SKILLED VOLUNTEERS AND STAFF, INNOVATIBVE TECHNOLOGY AND COMPLEMENTARY PARTNERS.
Activities or mission (Part I)
FREE TAX RETURN PREPARATION AND TAX ADVOCACY SERVICES TO LOW INCOME AND AT RISK POPULATIONS.
-
SIMPLIFYCT SERVED 11,474 HOUSEHOLDS THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM IN 2023.
Expenses $457,592 · Revenue $36,615
As filed on the 2023 return.
Listed in Part VII
-
Mark SpivackMARK SPIVACK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 40
-
Dominic SartoriDOMINIC SARTORI
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Paul CoughlanPAUL COUGHLAN
TREASURER
- Total calculated
- $0
- Hours/week
- 10
-
Teresa GentileTERESA GENTILE
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Patrick GentilePATRICK GENTILE
FOUNDING DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
-
Michael KlehmMICHAEL KLEHM
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael Van Leesten Off 1023MICHAEL VAN LEESTEN OFF 1023
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey HatchmanJEFFREY HATCHMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Shobana ManiSHOBANA MANI
EXECUTIVE DIRECTOR
- Total calculated
- $117,053
- From this org
- $117,053
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413029349301081
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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