Civic Intelligence

Hallisey & Dagostino LLP Employees Beneficiary Association

990EZ • Fiscal year 2014 • EIN 06-1084389

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

Organization ProfileN/A
540 Silas Deane HighwayWethersfield, CT 06109

(860) 563-8271

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

70th percentile

8.0%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-3.6%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$143,369

Up $10,571 (+8.0%) from 2013

Net Assets

Up

$143,369

Up $10,571 (+8.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

Down

$199,486

Down $7,543 (-3.6%) from 2013

Expenses

Down

$188,915

Down $12,141 (-6.0%) from 2013

Net Income

Up

$10,571

Up $4,598 (+77%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$143,369
Liabilities$0
Net Assets$143,369
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$199,486
Expenses$188,915
Net Income$10,571
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Gross Receipts
$199,486
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 151,129Salary election in lieu of insurance 11,240Benefit payments 3,835$166,204-
Sick pay 10,510$10,510-
Life insurance 9,694$9,694-
Disability insurance 2,486$2,486-
Compensation and Service Providers
Top Officer Pay71st 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
2015-04-30
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 $21”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $14124 Prepaid Expenses and Deferred Charges - Ending $13204”

Raw XML Appendix104 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/BenefitsPaidToOrForMembersAmt0188894
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/BOYAmt0118674
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130165
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010571
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132798
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0143369
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0199486
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03898
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0195588
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132798
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0143369
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132798
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0143369
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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014124
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013204
IRS990EZ/OtherExpensesTotalAmt021
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 151,129Salary election in lieu of insurance 11,240Benefit payments 3,835
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Sick pay 10,510
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Disability insurance 2,486
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Life insurance 9,694
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0166204
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110510
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22486
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt39694
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0188915
IRS990EZ/TotalProgramServiceExpensesAmt0188894
IRS990EZ/TotalRevenueAmt0199486
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous $21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid Expenses and Deferred Charges - Beginning $14124 Prepaid Expenses and Deferred Charges - Ending $13204
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1011
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul D'Agostino
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
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/ReturnTs02015-04-30T07:13:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,369
Liabilities
$0
Net assets
$143,369
Revenue
$199,486
Expenses
$188,915
Net income
$10,571
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