Civic Intelligence

Portland Exchange Club 1257

EIN 06-6057050 • 501(c)4 • Portland, CT

Profile

The purpose of the organization is to raise funds to provide community service and support.

PO Box 866Portland, CT 06480

portlandexchange.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

44th percentile

-0.4%

Higher net margin than 44% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.2%

Faster asset growth than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

30%

Faster revenue growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$162,238

Down $329 (-0.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$162,238

Down $329 (-0.2%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin44th percentile

Revenue

Up

$79,061

Up $18,167 (+30%) from 2024

Expenses

Up

$79,390

Up $13,849 (+21%) from 2024

Net Income

Up

-$329

Up $4,318 (+93%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $23,331Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $26,291Liabilities 2013: $02013Assets 2014: $31,022Liabilities 2014: $02014Assets 2015: $35,819Liabilities 2015: $02015Assets 2016: $42,348Liabilities 2016: $02016Assets 2017: $30,222Liabilities 2017: $02017Assets 2018: $30,228Liabilities 2018: $02018Assets 2019: $33,014Liabilities 2019: $02019Assets 2020: $29,691Liabilities 2020: $02020Assets 2021: $36,341Liabilities 2021: $02021Assets 2023: $167,214Liabilities 2023: $0Net Assets 2023: $167,2142023Assets 2024: $162,567Liabilities 2024: $0Net Assets 2024: $162,5672024Assets 2025: $162,238Liabilities 2025: $0Net Assets 2025: $162,2382025

Highlighted filing

2025

Assets$162,238
Liabilities$0
Net Assets$162,238
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $64,563Expenses 2011: $68,750Net Income 2011: -$4,1872011Revenue 2012: $57,758Expenses 2012: $54,800Net Income 2012: $2,9582012Revenue 2013: $59,051Expenses 2013: $59,049Net Income 2013: $22013Revenue 2014: $63,471Expenses 2014: $58,740Net Income 2014: $4,7312014Revenue 2015: $67,534Expenses 2015: $62,737Net Income 2015: $4,7972015Revenue 2016: $78,004Expenses 2016: $0Net Income 2016: $78,0042016Revenue 2017: $67,010Expenses 2017: $79,136Net Income 2017: -$12,1262017Revenue 2018: $71,569Expenses 2018: $71,563Net Income 2018: $62018Revenue 2019: $72,198Expenses 2019: $69,412Net Income 2019: $2,7862019Revenue 2020: $39,984Expenses 2020: $43,307Net Income 2020: -$3,3232020Revenue 2021: $40,832Expenses 2021: $44,837Net Income 2021: -$4,0052021Revenue 2023: $64,891Expenses 2023: $58,559Net Income 2023: $6,3322023Revenue 2024: $60,894Expenses 2024: $65,541Net Income 2024: -$4,6472024Revenue 2025: $79,061Expenses 2025: $79,390Net Income 2025: -$3292025

Highlighted filing

2025

Revenue$79,061
Expenses$79,390
Net Income-$329
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$162,238
Liabilities
$0
Net assets
$162,238
Revenue
$79,061
Expenses
$79,390
Net income
-$329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.79$0.79$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.61$0.66$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.65$0.59$0.06
2021Summary only. Only limited summary data is available for this year.$0.36$0.00$0.41$0.45$0.04
2020Summary only. Only limited summary data is available for this year.$0.30$0.00$0.40$0.43$0.03
2019Summary only. Only limited summary data is available for this year.$0.33$0.00$0.72$0.69$0.03
2018Summary only. Only limited summary data is available for this year.$0.30$0.00$0.72$0.72$0.00
2017Summary only. Only limited summary data is available for this year.$0.30$0.00$0.67$0.79$0.12
2016Summary only. Only limited summary data is available for this year.$0.42$0.00$0.78$0.00$0.78
2015Summary only. Only limited summary data is available for this year.$0.36$0.00$0.68$0.63$0.05
2014Summary only. Only limited summary data is available for this year.$0.31$0.00$0.63$0.59$0.05
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.59$0.59$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.58$0.55$0.03
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.65$0.69$0.04
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$60,894
Mission and Program Overview

Mission

The purpose of the organization is to raise funds to provide community service and support.

Program Services

DescriptionGrantsExpenses
CHARITY GOLF TOURNAMENT$0$20,863
COMMUNITY FUNDRAISING ACTIVITIES FAIRGROUNDS$0$8,451
TOUCH A TRUCK FUNDRAISIER$0$857
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES LEONARDSecretary-$0--
JOANN LEONARDMembership-$0--
JENNIFER STRONGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Portland Exchange Club 1257
EIN
06-6057050
Phone
8603010907
Address
PO BOX 866, PORTLAND, CT 06480

Signing Officer

Name
Jennifer Strong
Title
Treasurer
Phone
8607886822
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Simione Macca & Larrow Llp
Address
900 NORTHROP ROAD SUITE 2F, WALLINGFORD, CT 06492
Preparer
Michael Gavagni CPA
Phone
2032810540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 21.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office supplies and expense. Amount: 8,994. Description: insurance. Amount: 2,389. Description: program/fundraising expense. Amount: 30,171. Description: charity. Amount: 11,550. Total to form 990-ez, line 16: 53,104.”

Raw XML Appendix158 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER STRONG
IRS990EZ/BooksInCareOfDetail/PhoneNum08772807961
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0265 BRANCH CREEK TRL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIBERTY HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078642
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0167214
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4647
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05362
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0167214
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162567
IRS990EZ/GrossReceiptsAmt060894
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt012178
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0167214
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162567
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0167214
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162567
IRS990EZ/OccupancyRentUtltsAndMaintAmt06558
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANN LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER STRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt053104
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO RAISE FUNDS TO PROVIDE COMMUNITY SERVICE AND SUPPORT.
IRS990EZ/PrintingPublicationsPostageAmt0517
IRS990EZ/ProgramServiceRevenueAmt048695
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY FUNDRAISING ACTIVITIES FAIRGROUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TOUCH A TRUCK FUNDRAISIER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHARITY GOLF TOURNAMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08451
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1857
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220863
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065541
IRS990EZ/TotalProgramServiceExpensesAmt030171
IRS990EZ/TotalRevenueAmt060894
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PORTLANDEXCHANGE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0163927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0158
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0201788
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035325
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040771
IRS990ScheduleA/Total509Grp/TotalAmt0201788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064891
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040832
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE SUPPLIES AND EXPENSE. AMOUNT: 8,994. DESCRIPTION: INSURANCE. AMOUNT: 2,389. DESCRIPTION: PROGRAM/FUNDRAISING EXPENSE. AMOUNT: 30,171. DESCRIPTION: CHARITY. AMOUNT: 11,550. TOTAL TO FORM 990-EZ, LINE 16: 53,104.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER STRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08607886822
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTLAND EXCHANGE CLUB 1257
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0066057050
ReturnHeader/Filer/PhoneNum08603010907
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 866
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061586075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMIONE MACCA & LARROW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 NORTHROP ROAD SUITE 2F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006492
ReturnHeader/PreparerPersonGrp/PhoneNum02032810540
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL GAVAGNI CPA
ReturnHeader/ReturnTs02024-11-15T10:04:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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