Civic Intelligence

Joseph W Hasel Trust

990PF • Fiscal year 2014 • EIN 06-6450189

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization Profile
Cheshire Academy 10 Main StreetCheshire, CT 06410

(203) 272-5396

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

8.5%

Faster asset growth than 65% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

127%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$350,618

Up $27,595 (+8.5%) from 2013

Net Assets

Up

$350,618

Up $27,595 (+8.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Up

$39,357

Up $22,035 (+127%) from 2013

Expenses

Up

$11,762

Up $3,594 (+44%) from 2013

Net Income

Up

$27,595

Up $18,441 (+201%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2011: $308,092Liabilities 2011: $0Net Assets 2011: $308,0922011Assets 2012: $313,869Liabilities 2012: $0Net Assets 2012: $313,8692012Assets 2013: $323,023Liabilities 2013: $0Net Assets 2013: $323,0232013Assets 2014: $350,618Liabilities 2014: $0Net Assets 2014: $350,6182014Assets 2015: $353,359Liabilities 2015: $0Net Assets 2015: $353,3592015Assets 2016: $352,717Liabilities 2016: $0Net Assets 2016: $352,7172016Assets 2017: $360,210Liabilities 2017: $0Net Assets 2017: $360,2102017Assets 2018: $381,998Liabilities 2018: $6,166Net Assets 2018: $375,8322018Assets 2019: $368,489Liabilities 2019: $02019Assets 2020: $367,506Liabilities 2020: $1,982Net Assets 2020: $365,5242020Assets 2021: $389,970Liabilities 2021: $24,446Net Assets 2021: $365,5242021Assets 2022: $372,713Liabilities 2022: $0Net Assets 2022: $372,7132022Assets 2023: $379,788Liabilities 2023: $0Net Assets 2023: $379,7882023Assets 2024: $409,208Liabilities 2024: $11,696Net Assets 2024: $397,5122024

Highlighted filing

2014

Assets$350,618
Liabilities$0
Net Assets$350,618
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KExpenses 2011: $6,9322011Expenses 2012: $9,6142012Revenue 2013: $17,322Expenses 2013: $8,168Net Income 2013: $9,1542013Revenue 2014: $39,357Expenses 2014: $11,762Net Income 2014: $27,5952014Revenue 2015: $12,395Expenses 2015: $9,654Net Income 2015: $2,7412015Revenue 2016: $11,780Expenses 2016: $12,422Net Income 2016: -$6422016Revenue 2017: $16,978Expenses 2017: $9,485Net Income 2017: $7,4932017Revenue 2018: $32,923Expenses 2018: $17,301Net Income 2018: $15,6222018Revenue 2019: $13,395Expenses 2019: $20,738Net Income 2019: -$7,3432019Revenue 2020: $8,405Expenses 2020: $11,370Net Income 2020: -$2,9652020Revenue 2021: $32,312Expenses 2021: $32,312Net Income 2021: $02021Revenue 2022: $13,748Expenses 2022: $6,559Net Income 2022: $7,1892022Revenue 2023: $11,099Expenses 2023: $4,024Net Income 2023: $7,0752023Revenue 2024: $22,402Expenses 2024: $4,678Net Income 2024: $17,7242024

Highlighted filing

2014

Revenue$39,357
Expenses$11,762
Net Income$27,595
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph W Hasel Trust
EIN
06-6450189
Phone
2032725396
Address
Cheshire Academy 10 Main Street, Cheshire, CT 06410

Signing Officer

Name
Patricia Willis
Title
Chief Financial Officer
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
John J Palmeri Attorney at Law LLC
Address
515 Highland Avenue, Cheshire, CT 06410
Preparer
John J Palmeri
Phone
2036999132
Raw XML AppendixShowing 400 of 913 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm30Taxpayer
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm33Taxpayer
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm35Taxpayer
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32014-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272014-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0635
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21355
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt875
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9330
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12697
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13309
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1437
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15272
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26740
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt274429
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36766
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt510742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt718111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1026288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1118923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1216178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1315293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1415250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1517663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1636873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1719063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1828489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1918516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2017996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt015584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt414356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt717201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt810161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1026523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1218499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1314928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1414772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1516883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1637479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1721636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1828731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1917249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2019440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0163 shares of Ishares Russell 1000 Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1146 shares of Vanguard Admiral Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2116 shares of Vanguard Admiral Fund MIDCP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3143 shares of Vangaurd DIVID Appreciation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4315 shares of American Funds Small Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5526 shares of Nataxis Vaughan Nelson Value Opp Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6147 shares of SPDR SP Dividend ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7737 shares of Oakmark International Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8290 shares of Oppenheimer Developing Markets
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9101 shares of Vanguard REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10322 shares of Vangaurd Bond Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111588 shares of JP Morgan Strategic Income Opportunites
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121137 shares of Loomis Sayles Strategic Income Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133355 shares of Lord Abbett Short Duration Income Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141190 shares of Templeton Global Bond Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151040 shares of Mainstay MArketfield Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163331 shares of Nataxis ASG Global
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171965 shares of Nataxis ASG Managed Futures Strategy Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18546 shares of First Eagle Global Funds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191887 shares of Pimco All Assets All Authority Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20501 shares of Putnam Capital Spectrum Fund
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt09423
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt029928
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt039357
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039357
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06821
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt029928
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09154
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09154
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt09423
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09423
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09423
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt027595
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0221302
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt029928
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt01809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01809
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0249
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0249
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt09429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039357
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02608
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02608
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-01-01

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Filings

Displayed year

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

Open filing
Assets
$350,618
Liabilities
$0
Net assets
$350,618
Revenue
$39,357
Expenses
$11,762
Net income
$27,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.12$3.98$0.22$0.05$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.11$0.04$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.14$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.24$3.66$0.32$0.32$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.02$3.66$0.08$0.11$0.03
2019Summary only. Only limited summary data is available for this year.$3.68$0.00$0.13$0.21$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.82$0.06$3.76$0.33$0.17$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.17$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.39$0.12$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.17$0.08$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.10
2011Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.07