Civic Intelligence

The Interchange Institute Inc.

990EZ • Fiscal year 2015 • EIN 22-3508062

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 03, 2016

492 Beacon St 46Boston, MA 02115

(617) 599-8950

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

86th percentile

$29,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

84th percentile

51%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

-4.9%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$24,330

Up $8,185 (+51%) from 2014

Net Assets

Up

$20,746

Up $4,799 (+30%) from 2014

Liabilities

Up

$3,584

Up $3,386 (+1710%) from 2014

Revenue

Down

$75,864

Down $3,885 (-4.9%) from 2014

Expenses

Down

$71,065

Down $6,600 (-8.5%) from 2014

Net Income

Up

$4,799

Up $2,715 (+130%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2010: $56,712Liabilities 2010: $7,675Net Assets 2010: $49,0372010Assets 2011: $55,574Liabilities 2011: $3,082Net Assets 2011: $52,4922011Assets 2012: $32,573Liabilities 2012: $3,505Net Assets 2012: $29,0682012Assets 2013: $16,688Liabilities 2013: $2,825Net Assets 2013: $13,8632013Assets 2014: $16,145Liabilities 2014: $198Net Assets 2014: $15,9472014Assets 2015: $24,330Liabilities 2015: $3,584Net Assets 2015: $20,7462015Assets 2016: $19,554Liabilities 2016: $3,615Net Assets 2016: $15,9392016Assets 2017: $28,351Liabilities 2017: $3,167Net Assets 2017: $25,1842017Assets 2018: $24,129Liabilities 2018: $1,061Net Assets 2018: $23,0682018Assets 2019: $24,800Liabilities 2019: $3,983Net Assets 2019: $20,8172019Assets 2020: $21,824Liabilities 2020: $4,551Net Assets 2020: $17,2732020Assets 2021: $17,621Liabilities 2021: $1,402Net Assets 2021: $16,2192021Assets 2022: $6,728Liabilities 2022: $3,402Net Assets 2022: $3,3262022Assets 2023: $4,857Liabilities 2023: $30,891Net Assets 2023: -$26,0342023

Highlighted filing

2015

Assets$24,330
Liabilities$3,584
Net Assets$20,746

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $85,119Expenses 2010: $114,332Net Income 2010: -$29,2132010Revenue 2011: $111,552Expenses 2011: $108,097Net Income 2011: $3,4552011Revenue 2012: $72,283Expenses 2012: $95,707Net Income 2012: -$23,4242012Revenue 2013: $69,018Expenses 2013: $84,223Net Income 2013: -$15,2052013Revenue 2014: $79,749Expenses 2014: $77,665Net Income 2014: $2,0842014Revenue 2015: $75,864Expenses 2015: $71,065Net Income 2015: $4,7992015Revenue 2016: $55,067Expenses 2016: $59,874Net Income 2016: -$4,8072016Revenue 2017: $74,979Expenses 2017: $65,734Net Income 2017: $9,2452017Revenue 2018: $62,386Expenses 2018: $64,502Net Income 2018: -$2,1162018Revenue 2019: $40,769Expenses 2019: $43,021Net Income 2019: -$2,2522019Revenue 2020: $50,206Expenses 2020: $53,750Net Income 2020: -$3,5442020Revenue 2021: $53,095Expenses 2021: $54,149Net Income 2021: -$1,0542021Revenue 2022: $52,866Expenses 2022: $65,759Net Income 2022: -$12,8932022Revenue 2023: $7,183Expenses 2023: $36,543Net Income 2023: -$29,3602023

Highlighted filing

2015

Revenue$75,864
Expenses$71,065
Net Income$4,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$85,071
Mission and Program Overview

Mission

To educate and provide assistance to individuals moving from one country to another

Program Services

DescriptionGrantsExpenses
EDUCATION & ASSISTANCE TO INDIVIDUALS MOVING FROM ONE COUNTRY TO ANOTHER BASED ON INSTITUTE SPONSORED RESEARCH$0$48,252
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE COPELANDPresidentFT$29,500-$29,500
JAMES WOMACKTreasurer-$0--
JEAN SMITHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Interchange Institute
EIN
22-3508062
Phone
6175998950
Address
492 BEACON ST 46, BOSTON, MA 02115

Signing Officer

Name
Anne Copeland
Title
President
Phone
6175998950
Signed
2016-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
John J Czyzewski CPA
Phone
6177311222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 36,593. Returns and allowances: 0. Less cost of goods sold: 9,207. Gross profit: 27,386. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 9,207. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 9,207.

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

Description: office supplies. Amount: 2,091. Description: telecommunications. Amount: 1,657. Description: bank and credit card fees. Amount: 2,095. Description: licenses and dues. Amount: 165. Description: marketing. Amount: 636. Description: payroll taxes. Amount: 2,778. Description: computer services. Amount: 688. Description: payroll processing. Amount: 1,395. Description: equipment rental. Amount: 1,067. Description: travel. Amount: 9,186. Description: professional development. Amount: 60. Total to form 990-ez, line 16: 21,818.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 1,113. End of year amount: 415.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable & accrued expenses. Beg. Of year amount: 198. End of year amount: 2,364. Description: payroll taxes payable. Beg. Of year amount: 0. End of year amount: 1,220.

Raw XML Appendix168 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/TitleTxt2SECRETARY
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND PROVIDE ASSISTANCE TO INDIVIDUALS MOVING FROM ONE COUNTRY TO ANOTHER
IRS990EZ/PrintingPublicationsPostageAmt01059
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION & ASSISTANCE TO INDIVIDUALS MOVING FROM ONE COUNTRY TO ANOTHER BASED ON INSTITUTE SPONSORED RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 36,593. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 9,207. GROSS PROFIT: 27,386. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 9,207. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 9,207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,091. DESCRIPTION: TELECOMMUNICATIONS. AMOUNT: 1,657. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 2,095. DESCRIPTION: LICENSES AND DUES. AMOUNT: 165. DESCRIPTION: MARKETING. AMOUNT: 636. DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,778. DESCRIPTION: COMPUTER SERVICES. AMOUNT: 688. DESCRIPTION: PAYROLL PROCESSING. AMOUNT: 1,395. DESCRIPTION: EQUIPMENT RENTAL. AMOUNT: 1,067. DESCRIPTION: TRAVEL. AMOUNT: 9,186. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 21,818.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,113. END OF YEAR AMOUNT: 415.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 198. END OF YEAR AMOUNT: 2,364. DESCRIPTION: PAYROLL TAXES PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,220.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE COPELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175998950
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INTERCHANGE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0223508062
ReturnHeader/Filer/PhoneNum06175998950
ReturnHeader/Filer/USAddress/AddressLine1Txt0492 BEACON ST 46
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043027605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAMET & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTNUT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024672111
ReturnHeader/PreparerPersonGrp/PhoneNum06177311222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J CZYZEWSKI CPA
ReturnHeader/ReturnTs02016-11-09T13:15:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.31$0.26$0.07$0.37$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.03$0.03$0.53$0.66$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.16$0.53$0.54$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.05$0.17$0.50$0.54$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.04$0.21$0.41$0.43$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$0.62$0.65$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.03$0.25$0.75$0.66$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.04$0.16$0.55$0.60$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.04$0.21$0.76$0.71$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.80$0.78$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.14$0.69$0.84$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.04$0.29$0.72$0.96$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.03$0.52$1.12$1.08$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.08$0.49$0.85$1.14$0.29