Civic Intelligence

Charles E Riley Hsa Inc.

990EZ • Fiscal year 2019 • EIN 31-1658266

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 26, 2019

Organization Profile
269 East 8th StreetOswego, NY 13126

(315) 592-1765

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2019 filings • NTEE B99 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • NTEE B99 • <$500k nonprofits • Source year 2019

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

2019 filings • NTEE B99 • <$500k nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2019 filings • NTEE B99 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

69%

Faster asset growth than 85% of similar nonprofits.

2019 filings • NTEE B99 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

69%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • NTEE B99 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$14,733

Up $6,026 (+69%) from 2018

Net Assets

Up

$14,733

Up $6,026 (+69%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin67th percentile

Revenue

Up

$32,856

Up $13,457 (+69%) from 2018

Expenses

Up

$27,478

Up $6,314 (+30%) from 2018

Net Income

Up

$5,378

Up $7,143 (+405%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$30K$20K$10K$0Assets 2011: $12,943Liabilities 2011: $0Net Assets 2011: $12,9432011Assets 2013: $3,948Liabilities 2013: $0Net Assets 2013: $3,9482013Assets 2014: $11,447Liabilities 2014: $0Net Assets 2014: $11,4472014Assets 2016: $7,377Liabilities 2016: $0Net Assets 2016: $7,3772016Assets 2017: $10,472Liabilities 2017: $0Net Assets 2017: $10,4722017Assets 2018: $8,707Liabilities 2018: $0Net Assets 2018: $8,7072018Assets 2019: $14,733Liabilities 2019: $0Net Assets 2019: $14,7332019Assets 2020: $21,822Liabilities 2020: $0Net Assets 2020: $21,8222020Assets 2021: $19,244Liabilities 2021: $0Net Assets 2021: $19,2442021Assets 2023: $24,075Liabilities 2023: $0Net Assets 2023: $24,0752023

Highlighted filing

2019

Assets$14,733
Liabilities$0
Net Assets$14,733
Open 2019 Filing

Operations Trend

Revenue Growth87th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $29,944Expenses 2011: $24,963Net Income 2011: $4,9812011Revenue 2013: $22,853Expenses 2013: $19,590Net Income 2013: $3,2632013Revenue 2014: $28,791Expenses 2014: $21,292Net Income 2014: $7,4992014Revenue 2016: $23,694Expenses 2016: $25,309Net Income 2016: -$1,6152016Revenue 2017: $30,366Expenses 2017: $27,802Net Income 2017: $2,5642017Revenue 2018: $19,399Expenses 2018: $21,164Net Income 2018: -$1,7652018Revenue 2019: $32,856Expenses 2019: $27,478Net Income 2019: $5,3782019Revenue 2020: $21,822Expenses 2020: $14,757Net Income 2020: $7,0652020Revenue 2021: $11,900Expenses 2021: $10,910Net Income 2021: $9902021Revenue 2023: $19,713Expenses 2023: $17,679Net Income 2023: $2,0342023

Highlighted filing

2019

Revenue$32,856
Expenses$27,478
Net Income$5,378
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 26, 2019
Return Version
2018v3.1
Gross Receipts
$32,856
Mission and Program Overview

Mission

TO SUPPORT EDUCATION

Program Services

DescriptionGrantsExpenses
SUPPLY FUNDING FOR VARIOUS EVENTS AT SCHOOL--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENEE ALBRIGHTTreasurer-$0--
AMBER MERRITTPresident-$0--
Emily GiglioVice President-$0--
Laura RuggioSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charles E Riley Hsa Inc
EIN
31-1658266
Address
269 EAST 8TH STREET, OSWEGO, NY 13126

Signing Officer

Name
Renee Albright
Title
Treasurer
Phone
3153412800
Signed
2019-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Canale Insurance & Accounting
Address
234 East Albany Street, Oswego, NY 13126
Preparer
William T Symons
Phone
3153434456
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountfees 528fundraising 13,781supplies 5,718nurse allociation 1,000class allociations 4,826insurance 450donations 250scholarship 200”

Other changes in net assets or fund balances Part I line 20

“Description amountbalance with year end income 648”

Raw XML Appendix139 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/BooksInCareOfDetail/PersonNm0RENEE ALBRIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum03155921765
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0269 EAST 8TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OSWEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08707
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014733
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02611
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05378
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08707
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014733
IRS990EZ/GrossReceiptsAmt032856
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08707
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014733
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08707
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014733
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RENEE ALBRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER MERRITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Giglio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Ruggio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0648
IRS990EZ/OtherExpensesTotalAmt026753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION
IRS990EZ/ProgramServiceRevenueAmt030245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPLY FUNDING FOR VARIOUS EVENTS AT SCHOOL
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027478
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt032856
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0126097
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0126097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018242
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0126097
IRS990ScheduleA/TotalSupportAmt0126097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFEES 528FUNDRAISING 13,781SUPPLIES 5,718NURSE ALLOCIATION 1,000CLASS ALLOCIATIONS 4,826INSURANCE 450DONATIONS 250SCHOLARSHIP 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBALANCE WITH YEAR END INCOME 648
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE ALBRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03153412800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES E RILEY HSA INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0311658266
ReturnHeader/Filer/USAddress/AddressLine1Txt0269 EAST 8TH STREET
ReturnHeader/Filer/USAddress/CityNm0OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013126
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09BCDAC07AE54D050034EC94820EE50D1B804C5E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09BCDAC07AE54D050034EC94820EE50D1B804C5E7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId01633472019213oifqoyb
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.103.154.22
ReturnHeader/FilingSecurityInformation/IPDt02019-08-01
ReturnHeader/FilingSecurityInformation/IPTm016:36:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010737390
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Canale Insurance & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 East Albany Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oswego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013126
ReturnHeader/PreparerPersonGrp/PhoneNum03153434456
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William T Symons
ReturnHeader/ReturnTs02019-08-01T16:35:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,733
Liabilities
$0
Net assets
$14,733
Revenue
$32,856
Expenses
$27,478
Net income
$5,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$19.7$17.7$2.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$11.9$10.9$0.99
2020Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$21.8$14.8$7.07
2019Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$32.9$27.5$5.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$0.00$8.71$19.4$21.2$1.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.00$10.5$30.4$27.8$2.56
2016Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$23.7$25.3$1.62
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$28.8$21.3$7.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$22.9$19.6$3.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.00$12.9$29.9$25.0$4.98