Civic Intelligence

Hallisey & Dagostino LLP

EIN 06-1084389 • 501(c)9 • Wethersfield, CT

Profile

To provide health, disablity and life insurance and benefits to the employees and partners of the plan sponsor.

540 Silas Deane HighwayWethersfield, CT 06109

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

32nd percentile

-128%

Higher net margin than 32% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-44%

Faster revenue growth than 45% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $143,369 (-100%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $143,369 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$111,800

Down $87,686 (-44%) from 2014

Expenses

Up

$255,169

Up $66,254 (+35%) from 2014

Net Income

Down

-$143,369

Down $153,940 (-1456%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $106,551Net Assets 2010: $106,5512010Assets 2011: $111,819Liabilities 2011: $0Net Assets 2011: $111,8192011Assets 2012: $126,825Liabilities 2012: $0Net Assets 2012: $126,8252012Assets 2013: $132,798Liabilities 2013: $0Net Assets 2013: $132,7982013Assets 2014: $143,369Liabilities 2014: $0Net Assets 2014: $143,3692014Assets 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities-
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2010: $189,454Expenses 2010: $190,309Net Income 2010: -$8552010Expenses 2011: $203,4842011Expenses 2012: $187,0182012Revenue 2013: $207,029Expenses 2013: $201,056Net Income 2013: $5,9732013Revenue 2014: $199,486Expenses 2014: $188,915Net Income 2014: $10,5712014Revenue 2015: $111,800Expenses 2015: $255,169Net Income 2015: -$143,3692015

Highlighted filing

2015

Revenue$111,800
Expenses$255,169
Net Income-$143,369
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$111,800
Expenses
$255,169
Net income
-$143,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.12$2.55$1.43
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.99$1.89$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$2.07$2.01$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$1.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$2.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$1.07$1.89$1.90$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Gross Receipts
$111,800
Mission and Program Overview

Mission

To provide health, disablity and life insurance and benefits to the employees and partners of the plan sponsor.

Program Services

DescriptionGrantsExpenses
Health insurance $207,841Benefit payments $ 30,279$238,120-
Life insurance $11,764$11,764-
Disability insurance $5,214$5,214-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adelbert HalliseyTrustee-$0--
Paul D'AgostinoTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hallisey & Dagostino Llp
EIN
06-1084389
Phone
8605638271
Address
540 SILAS DEANE HIGHWAY, WETHERSFIELD, CT 06109

Signing Officer

Name
Paul D'Agostino
Title
Trustee
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Hallisey & DAgostino LLP
Address
540 Silas Deane Hwy, Wethersfield, CT 06109-2217
Preparer
Gerald J Cibalskas CPA
Phone
8605638271
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Miscellaneous $71”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $13204 Prepaid Expenses and Deferred Charges - Ending $0”

Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0255098
IRS990EZ/BooksInCareOfDetail/PersonNm0Adelbert Hallisey
IRS990EZ/BooksInCareOfDetail/PhoneNum08605638271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0540 Silas Deane Highway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wethersfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0061092217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130165
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-143369
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0143369
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0111800
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0224
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0111576
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143369
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143369
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Adelbert Hallisey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paul D'Agostino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013204
IRS990EZ/OtherExpensesTotalAmt071
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide health, disablity and life insurance and benefits to the employees and partners of the plan sponsor.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Health insurance $207,841Benefit payments $ 30,279
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Disability insurance $5,214
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Life insurance $11,764
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0238120
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15214
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt211764
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0255169
IRS990EZ/TotalProgramServiceExpensesAmt0255098
IRS990EZ/TotalRevenueAmt0111800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Medical Insurance Premiums
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt011500
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0Insurance Company
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0185 Asylum St
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Hartford
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd006103
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid Expenses and Deferred Charges - Beginning $13204 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1011
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul D'Agostino
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLISEY & DAGOSTINO LLP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES BENEFICIARY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0061084389
ReturnHeader/Filer/PhoneNum08605638271
ReturnHeader/Filer/USAddress/AddressLine1Txt0540 SILAS DEANE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0WETHERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hallisey & DAgostino LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0540 Silas Deane Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wethersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0061092217
ReturnHeader/PreparerPersonGrp/PhoneNum08605638271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerald J Cibalskas CPA
ReturnHeader/ReturnTs02016-05-11T10:52:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits