Civic Intelligence

Daly Hsa Inc.

990EZ • Fiscal year 2014 • EIN 80-0536794

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

Organization ProfileWWW.DALYHSA.ORG
36 Rockwood Avenue11050

(516) 767-5200

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

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

Liabilities / Revenue

66th percentile

0.00x

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

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

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$63,761

Up $13,685 (+27%) from 2013

Net Assets

$63,761

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin95th percentile

Revenue

Up

$19,473

Up $21,798 (+938%) from 2013

Expenses

Up

$5,788

Up $4,379 (+311%) from 2013

Net Income

Up

$13,685

Up $17,419 (+466%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$200K$150K$100K$50K$0Assets 2011: $49,480Liabilities 2011: $7,9312011Assets 2012: $53,810Liabilities 2012: $02012Assets 2013: $50,076Liabilities 2013: $02013Assets 2014: $63,761Liabilities 2014: $0Net Assets 2014: $63,7612014Assets 2015: $69,182Liabilities 2015: $02015Assets 2016: $69,721Liabilities 2016: $0Net Assets 2016: $69,7212016Assets 2017: $88,144Liabilities 2017: $0Net Assets 2017: $88,1442017Assets 2018: $125,806Liabilities 2018: $0Net Assets 2018: $125,8062018Assets 2019: $143,183Liabilities 2019: $0Net Assets 2019: $143,1832019Assets 2020: $164,234Liabilities 2020: $690Net Assets 2020: $163,5442020Assets 2021: $173,437Liabilities 2021: $690Net Assets 2021: $172,7472021Assets 2022: $128,680Liabilities 2022: $6902022Assets 2023: $146,173Liabilities 2023: $02023Assets 2024: $106,033Net Assets 2024: $106,0332024Assets 2025: $135,628Net Assets 2025: $135,6282025

Highlighted filing

2014

Assets$63,761
Liabilities$0
Net Assets$63,761
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: -$16,926Expenses 2011: $4,902Net Income 2011: -$21,8282011Revenue 2012: $13,740Expenses 2012: $1,479Net Income 2012: $12,2612012Revenue 2013: -$2,325Expenses 2013: $1,409Net Income 2013: -$3,7342013Revenue 2014: $19,473Expenses 2014: $5,788Net Income 2014: $13,6852014Revenue 2015: $54,176Expenses 2015: $48,755Net Income 2015: $5,4212015Revenue 2016: $57,513Expenses 2016: $56,974Net Income 2016: $5392016Revenue 2017: $53,812Expenses 2017: $35,389Net Income 2017: $18,4232017Revenue 2018: $70,633Expenses 2018: $32,971Net Income 2018: $37,6622018Revenue 2019: $47,715Expenses 2019: $30,338Net Income 2019: $17,3772019Revenue 2020: $53,559Expenses 2020: $33,193Net Income 2020: $20,3662020Revenue 2021: $56,841Expenses 2021: $47,638Net Income 2021: $9,2032021Revenue 2022: $46,757Expenses 2022: $91,514Net Income 2022: -$44,7572022Revenue 2023: $74,146Expenses 2023: $55,995Net Income 2023: $18,1512023Revenue 2024: $71,380Expenses 2024: $115,510Net Income 2024: -$44,1302024Revenue 2025: $44,104Expenses 2025: $14,509Net Income 2025: $29,5952025

Highlighted filing

2014

Revenue$19,473
Expenses$5,788
Net Income$13,685
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$143,305
Mission and Program Overview

Mission

SEE ATTACHED STATEMENT

Program Services

DescriptionGrantsExpenses
TO SUPPLEMENT AND ENRICH CURRICULUM OF JOHN J DALY ELEMENTARY SCHOOL STUDENTS-$50,318
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MANNIONCo PresidentPT$0--
JENNIFER ROTHENBERGCo PresidentPT$0--
TRACEY LOFFREDOTreasurerPT$0--
YUKO DIETRICHRecording SecretaryPT$0--
ADRIENNE SAURCorresponding SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$116,497$116,497$119,720$-3,223
Total Events$116,497$116,497$119,720$-3,223
Filing and Contact Details

Filer

EIN
80-0536794

Signing Officer

Name
Jennifer Rothenberg
Title
Co President
Phone
5167675200
Signed
2015-02-12
Discuss with paid preparer
No

Preparer

Preparer
Mary A Artale
Phone
5168833755
Supplemental Narrative

Additional Explanations

General explanation attachment

“Page 1: Line 16A - Schedule G : Part III;:Gross Income from Gaming: Line 1 = $2,288Other Gaming Expenses: Line 5 = $735Net Page 1: Line 16A = $1,553”

Description of other expenses Part I line 16

“Description AmountBANK SERVICE CHARGES 212CLASS DUES EXPENSE 4,010DUES 450INS TAXES LEGAL FEES 679”

Description of other assets Part II line 24

“Category Beginning of Year End of YearINVENTORY 600 600”

Raw XML Appendix173 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/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05167675200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1036 ROCKWOOD AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORT WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063161
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013393
IRS990EZ/CostOfGoodsSoldAmt03378
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013685
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050076
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063761
IRS990EZ/FundraisingGrossIncomeAmt0116497
IRS990EZ/GamingGrossIncomeAmt02288
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0901
IRS990EZ/GrossReceiptsAmt0143305
IRS990EZ/GrossSalesOfInventoryAmt04279
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06848
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050076
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063761
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050076
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER MANNION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER ROTHENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACEY LOFFREDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YUKO DIETRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ADRIENNE SAUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0600
IRS990EZ/OtherExpensesTotalAmt05351
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ATTACHED STATEMENT
IRS990EZ/PrintingPublicationsPostageAmt0437
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPLEMENT AND ENRICH CURRICULUM OF JOHN J DALY ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050318
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0120454
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1669
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05788
IRS990EZ/TotalProgramServiceExpensesAmt050318
IRS990EZ/TotalRevenueAmt019473
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DALYHSA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0242283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0319943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0129912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0135362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0131618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0151375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0137976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0686243
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01006186
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0146484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0146484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0393658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0176255
IRS990ScheduleA/Total509Grp/TotalAmt01006186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0143305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0146484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0146484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0393658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0176255
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01006186
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0119720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0116497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0116497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0116497
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0VARIOUS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3223
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0119720
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0119720
IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Page 1: Line 16A - Schedule G : Part III;:Gross Income from Gaming: Line 1 = $2,288Other Gaming Expenses: Line 5 = $735Net Page 1: Line 16A = $1,553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK SERVICE CHARGES 212CLASS DUES EXPENSE 4,010DUES 450INS TAXES LEGAL FEES 679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearINVENTORY 600 600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ROTHENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05167675200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10DALY HSA INC
ReturnHeader/Filer/BusinessNameControlTxt0DALY
ReturnHeader/Filer/EIN0800536794
ReturnHeader/Filer/USAddress/AddressLine1036 ROCKWOOD AVENUE
ReturnHeader/Filer/USAddress/City0PORT WASHINGTON
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10M A ARTALE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1043 MACKEY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Port Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011050
ReturnHeader/PreparerPersonGrp/PhoneNum05168833755
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary A Artale
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-31T16:04:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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
$63,761
Liabilities
$0
Net assets
$63,761
Revenue
$19,473
Expenses
$5,788
Net income
$13,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$1.36$0.44$0.15$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.71$1.16$0.44
2023Summary only. Only limited summary data is available for this year.$1.46$0.00$0.74$0.56$0.18
2022Summary only. Only limited summary data is available for this year.$1.29$0.01$0.47$0.92$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.01$1.73$0.57$0.48$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.01$1.64$0.54$0.33$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.48$0.30$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.71$0.33$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.54$0.35$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.58$0.57$0.01
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.54$0.49$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.19$0.06$0.14
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.02$0.01$0.04
2012Summary only. Only limited summary data is available for this year.$0.54$0.00$0.14$0.01$0.12
2011Summary only. Only limited summary data is available for this year.$0.49$0.08$0.17$0.05$0.22