Skip to main content

Nonprofit · EIN 81-1526973

SIMPLIFY

Tax-exempt · SHEBOYGAN, WI 53081

Financials

$215K$209K2023$238K$237K2024$283K$310K2025
Revenue Expenses · by fiscal year end
Financials of SIMPLIFY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$283,199$309,945-$26,746$22,653$70,756-$48,103
December 31, 2024990$238,368$237,484$884$54,481$75,838-$21,357
December 31, 2023990$215,000$208,938$6,062$16,915$39,156-$22,241
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$264
Program service revenue
$279,955
Investment income
$0
Other revenue
$2,980

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$160,000
Salaries, compensation and benefits (total)
$221,592
Professional fundraising fees
$0
Legal fees
$1,201
Occupancy
$7,470
Travel
$9,089
Program services (functional)
$309,945

Balance sheet and other

Total assets, start of year
$54,481
Total assets, end of year
$22,653
Total liabilities, end of year
$70,756
Net assets, end of year
-$48,103
Net assets without donor restrictions
-$48,103
Gross receipts
$283,199
Employees
4
Volunteers
0
Year formed
2024
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Tammy HarrisCFO
Officer
50$80,000
Lisa MuschCEO
Officer
50$80,000
Kristen StearnsPresident
Officer
0.25$0
Cindy CummingsSecretary/Treasurer
Officer
0.5$0
Roy KlussDirector
Trustee or director
0.25$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Tammy HarrisCFO
Officer
50$52,250
Lisa MuschCEO
Officer
50$52,250
Kristen StearnsPresident
Officer
0.25$0
Cindy CummingsSecretary/Treasurer
Officer
0.5$0
Roy KlussDirector
Trustee or director
0.25$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Lisa A MuschChief Executive Officer
Officer
0$54,500
Tammy HarrisChief Financial Officer
Officer
0$54,500
Roy KlussDirector
Officer
0$0
Kristin BlanchardPresident
Officer
0$0
Cindy CummingsTreasurer
Officer
0$0

Address and contacts

Address (IRS master file)
930 MICHIGAN AVENUE, SHEBOYGAN, WI 53081-3377
Mailing address (990-N for 2016)
930 Michigan Avenue, Sheboygan WI 53081
Principal officer (990 for 2025)
Tammy L Harris, 479 White Birch, Sheboygan Falls, WI 53085
Principal officer (990-N for 2016)
Lisa Anne Musch, 930 Michigan Avenue, Sheboygan WI 53081
Signed the 990
Tammy L Harris, CFO
Phone
(920) 289-8139
Return prepared by
J Cox Accounting Firm

Mission

Providing financial stability for individuals/families. Simplify, Inc. is a trusted Sheboygan financial partner, helping families and individuals of the community.

990 for the year ended December 31, 2025

Program accomplishments

  • 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. Voluntary Financial Management Services-For those individuals/families who dont want to; have time to; or dont know how to manage their finances, we do it for them. Sheboygan County Health & Human Services- Assist individuals/families with applications and/or renewals for foodshare and/or badgercare on a regular basis.
    Expenses $309,945 · revenue $279,955

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-1526973
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P51)
Assets (IRS master file)
$22,653
Income (IRS master file)
$283,199

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$283,199$309,945$22,653IRS
990December 2024$238,368$237,484$54,481IRS
990December 2023$215,000$208,938$16,915XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-N for 2016
Officer: Lisa Anne Musch
December 31, 2016≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-1526973).

Questions about SIMPLIFY

What is the EIN of SIMPLIFY?
The employer identification number (EIN) of SIMPLIFY is 81-1526973.
Is SIMPLIFY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to SIMPLIFY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SIMPLIFY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SIMPLIFY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIMPLIFY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SIMPLIFY?
The 990 for the year ended December 31, 2025 names Tammy L Harris.
Who are the officers and directors of SIMPLIFY?
The 990 for the year ended December 31, 2025 lists 5 people; 2 received compensation from the organization, the highest $80,000 (Tammy Harris, CFO).
How much revenue does SIMPLIFY have?
On its 990 for the year ended December 31, 2025 it reported revenue of $283,199, expenses of $309,945 and total assets of $22,653 at year end.

Other nonprofits in SHEBOYGAN

All nonprofits in SHEBOYGAN · Wisconsin · Human services