Civic Intelligence

Harrison School Unit Benefit Fund Csea Ny Local 860 Unit 9180

990EZ • Fiscal year 2016 • EIN 13-3492775

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 25, 2017

Organization ProfileN/A
10 Technology DriveWallingford, CT 06492

(203) 949-3230

Siviq Scores

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

Liabilities / Assets

74th percentile

0.03x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

9.2%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

3.7%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$251,840

Up $21,292 (+9.2%) from 2015

Net Assets

Up

$244,661

Up $24,977 (+11%) from 2015

Liabilities

Down

$7,179

Down $3,685 (-34%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin71st percentile

Revenue

Up

$177,586

Up $6,341 (+3.7%) from 2015

Expenses

Down

$152,609

Down $5,306 (-3.4%) from 2015

Net Income

Up

$24,977

Up $11,647 (+87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$600K$400K$200K$0Assets 2010: $136,092Liabilities 2010: $7,185Net Assets 2010: $128,9072010Assets 2011: $139,670Liabilities 2011: $5,820Net Assets 2011: $133,8502011Assets 2012: $157,807Liabilities 2012: $4,031Net Assets 2012: $153,7762012Assets 2013: $185,583Liabilities 2013: $2,577Net Assets 2013: $183,0062013Assets 2014: $210,704Liabilities 2014: $4,350Net Assets 2014: $206,3542014Assets 2015: $230,548Liabilities 2015: $10,864Net Assets 2015: $219,6842015Assets 2016: $251,840Liabilities 2016: $7,179Net Assets 2016: $244,6612016Assets 2017: $271,259Liabilities 2017: $7,120Net Assets 2017: $264,1392017Assets 2018: $285,455Liabilities 2018: $13,647Net Assets 2018: $271,8082018Assets 2019: $294,943Liabilities 2019: $11,376Net Assets 2019: $283,5672019Assets 2020: $343,013Liabilities 2020: $8,186Net Assets 2020: $334,8272020Assets 2021: $385,201Liabilities 2021: $15,233Net Assets 2021: $369,9682021Assets 2022: $417,452Liabilities 2022: $15,378Net Assets 2022: $402,0742022Assets 2023: $450,869Liabilities 2023: $19,058Net Assets 2023: $431,8112023Assets 2024: $486,086Liabilities 2024: $18,240Net Assets 2024: $467,8462024

Highlighted filing

2016

Assets$251,840
Liabilities$7,179
Net Assets$244,661
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$150K$100K$50K$0Revenue 2010: $149,542Expenses 2010: $141,414Net Income 2010: $8,1282010Revenue 2011: $150,560Expenses 2011: $145,617Net Income 2011: $4,9432011Revenue 2012: $155,523Expenses 2012: $135,597Net Income 2012: $19,9262012Revenue 2013: $153,559Expenses 2013: $124,329Net Income 2013: $29,2302013Revenue 2014: $153,899Expenses 2014: $130,551Net Income 2014: $23,3482014Revenue 2015: $171,245Expenses 2015: $157,915Net Income 2015: $13,3302015Revenue 2016: $177,586Expenses 2016: $152,609Net Income 2016: $24,9772016Revenue 2017: $179,547Expenses 2017: $160,069Net Income 2017: $19,4782017Revenue 2018: $182,895Expenses 2018: $175,226Net Income 2018: $7,6692018Revenue 2019: $182,123Expenses 2019: $170,364Net Income 2019: $11,7592019Revenue 2020: $193,240Expenses 2020: $141,980Net Income 2020: $51,2602020Revenue 2021: $185,972Expenses 2021: $150,831Net Income 2021: $35,1412021Revenue 2022: $184,161Expenses 2022: $152,055Net Income 2022: $32,1062022Revenue 2023: $191,100Expenses 2023: $161,363Net Income 2023: $29,7372023Revenue 2024: $189,606Expenses 2024: $153,571Net Income 2024: $36,0352024

Highlighted filing

2016

Revenue$177,586
Expenses$152,609
Net Income$24,977
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 25, 2017
Return Version
2015v3.0
Gross Receipts
$177,586
Mission and Program Overview

Mission

To provide dental, vision and life insurance benefits for members and their families

To provide dental, vision and life insurance benefits to members and their dependents.

Program Services

DescriptionGrantsExpenses
Dental & Vision Benefits and Life Insurance premiums for members and their families.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa LaVignaChairperson-$0--
Linda MarsicoSecretary-$0--
William CampbellTrustee-$0--
Julie FusaroTrustee-$0--
Lori PrestwoodTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harrison Csea Unit 9180 Benefit Tr Fund
EIN
13-3492775
Phone
2039493230
Address
10 TECHNOLOGY DRIVE, WALLINGFORD, CT 06492

Signing Officer

Name
Lisa LaVigna
Title
Chairperson
Signed
2017-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Melillo & Mitchell LLC
Address
6 Berkshire Boulevard 301, Bethel, CT 06801
Preparer
Scott S Mitchell
Phone
2037443450
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other Income $218”

Other Expenses.1012

“Insurance $1328”

Other Expenses.1

“Administration Fees $11428”

Other Expenses.2

“Miscellaneous Expense $387”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $10864 Accounts Payable and Accrued Expenses - Ending $7179”

Raw XML Appendix117 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/BenefitsPaidToOrForMembersAmt0136226
IRS990EZ/BooksInCareOfDetail/PersonNm0INSURANCE PROGRAMMERS INC
IRS990EZ/BooksInCareOfDetail/PhoneNum02039493230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 TECHNOLOGY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALLINGFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006492
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0230548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0251840
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024977
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03240
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0230548
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0251840
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0177586
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0517
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043252
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0219684
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0244661
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0219684
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0244661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa LaVigna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Marsico
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Fusaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lori Prestwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013143
IRS990EZ/OtherRevenueTotalAmt0218
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide dental, vision and life insurance benefits to members and their dependents.
IRS990EZ/ProgramServiceRevenueAmt0133599
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Dental & Vision Benefits and Life Insurance premiums for members and their families.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010864
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07179
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0152609
IRS990EZ/TotalRevenueAmt0177586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Income $218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administration Fees $11428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous Expense $387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Accrued Expenses - Beginning $10864 Accounts Payable and Accrued Expenses - Ending $7179
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa LaVigna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRISON CSEA UNIT 9180 BENEFIT TR FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co INSURANCE PROGRAMMERS INC
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0133492775
ReturnHeader/Filer/PhoneNum02039493230
ReturnHeader/Filer/USAddress/AddressLine1Txt010 TECHNOLOGY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melillo & Mitchell LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 Berkshire Boulevard 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bethel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006801
ReturnHeader/PreparerPersonGrp/PhoneNum02037443450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott S Mitchell
ReturnHeader/ReturnTs02017-01-25T11:26:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,840
Liabilities
$7,179
Net assets
$244,661
Revenue
$177,586
Expenses
$152,609
Net income
$24,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.18$4.68$1.90$1.54$0.36
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.19$4.32$1.91$1.61$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.15$4.02$1.84$1.52$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.85$0.15$3.70$1.86$1.51$0.35
2020Detailed filing. Detailed filing data is available for this year.$3.43$0.08$3.35$1.93$1.42$0.51
2019Detailed filing. Detailed filing data is available for this year.$2.95$0.11$2.84$1.82$1.70$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.14$2.72$1.83$1.75$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.07$2.64$1.80$1.60$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.07$2.45$1.78$1.53$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.11$2.20$1.71$1.58$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.11$0.04$2.06$1.54$1.31$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.03$1.83$1.54$1.24$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.04$1.54$1.56$1.36$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.06$1.34$1.51$1.46$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.07$1.29$1.50$1.41$0.08