Civic Intelligence

Charles E Riley Hsa Inc.

990EZ • Fiscal year 2022 • EIN 31-1658266

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 24, 2022

Organization Profile
269 East 8th StreetOswego, NY 13126

(315) 532-0834

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • NTEE B99 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.00x

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

2022 filings • NTEE B99 • <$500k nonprofits • Source year 2022

Net Margin

59th percentile

13%

Higher net margin than 59% of similar nonprofits.

2022 filings • NTEE B99 • <$500k nonprofits • Source year 2022

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2022 filings • NTEE B99 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2022 filings • NTEE B99 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

87%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • NTEE B99 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$22,041

Up $2,797 (+15%) from 2021

Net Assets

Up

$22,041

Up $2,797 (+15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Up

$22,279

Up $10,379 (+87%) from 2021

Expenses

Up

$19,482

Up $8,572 (+79%) from 2021

Net Income

Up

$2,797

Up $1,807 (+183%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th 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 2022: $22,041Liabilities 2022: $0Net Assets 2022: $22,0412022Assets 2023: $24,075Liabilities 2023: $0Net Assets 2023: $24,0752023

Highlighted filing

2022

Assets$22,041
Liabilities$0
Net Assets$22,041
Open 2022 Filing

Operations Trend

Revenue Growth75th 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 2022: $22,279Expenses 2022: $19,482Net Income 2022: $2,7972022Revenue 2023: $19,713Expenses 2023: $17,679Net Income 2023: $2,0342023

Highlighted filing

2022

Revenue$22,279
Expenses$19,482
Net Income$2,797
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 24, 2022
Return Version
2021v4.2
Gross Receipts
$22,279
Mission and Program Overview

Mission

TO SUPPORT EDUCATION

Program Services

DescriptionGrantsExpenses
SUPPLY FUNDING FOR VARIOUS EVENTS AT SCHOOL--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTNEY ROBILLARDPresident-$0--
MACKENZIE CARRVice President-$0--
CHRISTINA SCHIRTZSecretary-$0--
SHAWNA VACHONTreasurer-$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
Brittney Robillard
Title
Co President
Phone
3153412800
Signed
2022-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Canale Insurance & Accounting LLC
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 amountaccounting 323yearbooks 4,133teacher appreciation 575supplies 10,319refund 15class allociations 1,225seabreeze trip 1,598scholarship 200insurance 900deposit error 99”

Raw XML Appendix137 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/PersonNm0BRITTNEY ROBILLARD
IRS990EZ/BooksInCareOfDetail/PhoneNum03155320834
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0269 EAST 8TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OSWEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019244
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022041
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0620
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02797
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019244
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022041
IRS990EZ/GrossReceiptsAmt022279
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019244
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022041
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019244
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022041
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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/PersonNm0BRITTNEY ROBILLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MACKENZIE CARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA SCHIRTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAWNA VACHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019387
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt095
IRS990EZ/ProgramServiceRevenueAmt021659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPLY FUNDING FOR VARIOUS EVENTS AT SCHOOL
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019482
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt022279
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0109796
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0109796
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022279
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020939
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0109796
IRS990ScheduleA/TotalSupportAmt0109796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTACCOUNTING 323YEARBOOKS 4,133TEACHER APPRECIATION 575SUPPLIES 10,319REFUND 15CLASS ALLOCIATIONS 1,225SEABREEZE TRIP 1,598SCHOLARSHIP 200INSURANCE 900DEPOSIT ERROR 99
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITTNEY ROBILLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03153412800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
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/PreparerFirmGrp/PreparerFirmEIN0010737390
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Canale Insurance & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 East Albany Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oswego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013126
ReturnHeader/PreparerPersonGrp/PhoneNum03153434456
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William T Symons
ReturnHeader/ReturnTs02022-10-26T09:28:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRITTNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBILLARD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,041
Liabilities
$0
Net assets
$22,041
Revenue
$22,279
Expenses
$19,482
Net income
$2,797
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
2022Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$22.3$19.5$2.80
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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