Civic Intelligence

Daly Hsa Inc.

990EZ • Fiscal year 2016 • EIN 80-0536794

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 01, 2016

36 Rockwood AvenuePort Washington, NY 11050

(516) 767-5200

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.00x

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

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.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

6.2%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$69,721

Up $539 (+0.8%) from 2015

Net Assets

$69,721

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$57,513

Up $3,337 (+6.2%) from 2015

Expenses

Up

$56,974

Up $8,219 (+17%) from 2015

Net Income

Down

$539

Down $4,882 (-90%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$69,721
Liabilities$0
Net Assets$69,721

Operations Trend

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

2016

Revenue$57,513
Expenses$56,974
Net Income$539
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 1, 2016
Return Version
2015v2.1
Gross Receipts
$174,610
Mission and Program Overview

Mission

SEE ATTACHED STATEMENT

Program Services

DescriptionGrantsExpenses
TO SUPPLEMENT AND ENRICH CURRICULUM OF JOHN J DALY ELEMENTARY SCHOOL STUDENTS-$53,775
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAIMEE LOWEYCo PresidentPT$0--
YUKO DIETRICHCorresponding SecretaryPT$0--
TARA ZICKERMANRecording SecretaryPT$0--
DEB DANOWCo PresPT$0--
SHERYL SPRINGVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Daly Events$23,212$23,212$30,794$-7,582
Gift Cards$20,254$20,254$19,415$839
Total Events$153,823$153,823$108,848$44,975
Filing and Contact Details

Filer

Filer Name
Daly Hsa Inc
EIN
80-0536794
Address
36 ROCKWOOD AVENUE, PORT WASHINGTON, NY 11050

Signing Officer

Name
Deb Danow
Title
Co Pres
Phone
5167675200
Signed
2016-08-01
Discuss with paid preparer
Yes

Preparer

Firm
M a Artale CPA
Address
43 MACKEY AVE, Port Washington, NY 11050
Preparer
Mary A Artale
Phone
5168833755
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountbank service charges (18)ins taxes legal fees 2,485program service expenses 53,775

Description of other assets Part II line 24

Category beginning of year end of yearinventory 600 600

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05167675200
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068582
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069121
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0684
IRS990EZ/CostOfGoodsSoldAmt08249
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0539
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069182
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IRS990EZ/FundraisingGrossIncomeAmt0153822
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02713
IRS990EZ/GrossReceiptsAmt0174610
IRS990EZ/GrossSalesOfInventoryAmt010962
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09142
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069721
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069721
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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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/PersonNm0JAIMEE LOWEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YUKO DIETRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA ZICKERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEB DANOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERYL SPRING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0600
IRS990EZ/OtherExpensesTotalAmt056242
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ATTACHED STATEMENT
IRS990EZ/PrintingPublicationsPostageAmt0732
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPLEMENT AND ENRICH CURRICULUM OF JOHN J DALY ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053775
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0108848
IRS990EZ/SpecialEventsNetIncomeLossAmt044974
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056974
IRS990EZ/TotalProgramServiceExpensesAmt053775
IRS990EZ/TotalRevenueAmt057513
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DALYHSA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0164784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0129620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0129912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0135362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0131618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0691296
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0750804
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0174610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0139921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0143305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0146484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0146484
IRS990ScheduleA/Total509Grp/TotalAmt0750804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0174610
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0139921
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0143305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0146484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0146484
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0750804
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0108848
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GIFT CARDS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DALY EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0110357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0153823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0110357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0153823
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044975
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt058639
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0108848
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019415
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt030794
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt027
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK SERVICE CHARGES (18)INS TAXES LEGAL FEES 2,485PROGRAM SERVICE EXPENSES 53,775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 600 600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEB DANOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum05167675200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALY HSA INC
ReturnHeader/Filer/BusinessNameControlTxt0DALY
ReturnHeader/Filer/EIN0800536794
ReturnHeader/Filer/USAddress/AddressLine1Txt036 ROCKWOOD AVENUE
ReturnHeader/Filer/USAddress/CityNm0PORT WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M A ARTALE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 MACKEY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011050
ReturnHeader/PreparerPersonGrp/PhoneNum05168833755
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary A Artale
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-15T17:07:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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