Civic Intelligence

Daly Hsa Inc.

990EZ • Fiscal year 2019 • EIN 80-0536794

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 12, 2019

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

66th percentile

0.00x

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

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

Liabilities / Revenue

65th percentile

0.00x

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

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

Net Margin

93rd percentile

36%

Higher net margin than 93% of similar nonprofits.

2019 filings • NTEE B80 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

17th percentile

-32%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Up

$143,183

Up $17,377 (+14%) from 2018

Net Assets

Up

$143,183

Up $17,377 (+14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$47,715

Down $22,918 (-32%) from 2018

Expenses

Down

$30,338

Down $2,633 (-8.0%) from 2018

Net Income

Down

$17,377

Down $20,285 (-54%) from 2018

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

2019

Assets$143,183
Liabilities$0
Net Assets$143,183

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

2019

Revenue$47,715
Expenses$30,338
Net Income$17,377
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 12, 2019
Return Version
2018v3.1
Gross Receipts
$155,852
Mission and Program Overview

Mission

SEE ATTACHED STATEMENT

Program Services

DescriptionGrantsExpenses
TO SUPPLEMENT AND ENRICH CURRICULUM OF JOHN J DALY ELEMENTARY SCHOOL STUDENTS-$27,096
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA VASQUEZCorresponding Secretary-$0--
DILIA KAMENSKYFund Raising VPPT$0--
AMY SNORTELANDCo PresidentPT$0--
JENNIFER FERNANDES5th Grade Representative-$0--
AMANDA KOWALCZUKCo Pres-$0--
LAUREN FURSTENBERGRecording Secretary-$0--
MARIS ACKERMANVice President-$0--
VALERIE MARSHALLClass Parent VP-$0--
NEERA CHHABRAFundraising VPPT$0--
SAMANTHA CLASTERFund Raising VPPT$0--
LINDA BELANICHTreasurerPT$0--
PAM KRAUSOutreach VP-$0--
ROBIN FELDMANClass Parent VP-$0--
AMY NASHFifth Grade Representative-$0--
JULIAN NICHOLSFundraising VP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Daly Events$59,252$59,252$51,123$8,129
Daly Diggers$13,529$13,529$5,936$7,593
Total Events$143,118$143,118$108,137$34,981
Filing and Contact Details

Filer

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

Signing Officer

Name
Amy Snorteland
Title
Co President
Phone
5167675200
Signed
2019-08-12
Discuss with paid preparer
Yes

Preparer

Firm
M a Artale
Address
PO BOX 351, Port Washington, NY 11050
Preparer
M a Artale CPA
Phone
5706646037
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountBANK SERVICE CHARGES 403INS TAXES LEGAL FEES 2,344PROGRAM SERVICE EXPENSES 27,096

Raw XML Appendix242 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13AMY NASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14JULIAN NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FUND RAISING VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt35TH GRADE REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CLASS PARENT VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FUNDRAISING VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FUND RAISING VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11OUTREACH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12CLASS PARENT VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13FIFTH GRADE REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14FUNDRAISING VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/WebsiteAddressTxt0WWW.DALYHSA.ORG
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DALY EVENTS
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IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK SERVICE CHARGES 403INS TAXES LEGAL FEES 2,344PROGRAM SERVICE EXPENSES 27,096
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY SNORTELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05167675200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-12
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.115.146.208
ReturnHeader/FilingSecurityInformation/IPDt02019-08-14
ReturnHeader/FilingSecurityInformation/IPTm009:03:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M A ARTALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 351
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011050
ReturnHeader/PreparerPersonGrp/PhoneNum05706646037
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M A ARTALE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-14T09:01:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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