Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
The Interchange Institute Inc.
990EZ • Fiscal year 2020 • EIN 22-3508062
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.21x
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
31st percentile
Higher net margin than 31% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 30.4% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
80th percentile
Faster revenue growth than 80% of similar nonprofits.
Balance Sheet
Assets
Down$21,824
Down $2,976 (-12%) from 2019
Net Assets
Down$17,273
Down $3,544 (-17%) from 2019
Liabilities
Up$4,551
Up $568 (+14%) from 2019
Revenue And Expenses
Revenue
Up$50,206
Up $9,437 (+23%) from 2019
Expenses
Up$53,750
Up $10,729 (+25%) from 2019
Net Income
Down-$3,544
Down $1,292 (-57%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Nov 12, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $51,190
Mission and Program Overview
Mission
To educate and provide assistance to individuals moving from one country to another
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EDUCATION & ASSISTANCE TO INDIVIDUALS MOVING FROM ONE COUNTRY TO ANOTHER BASED ON INSTITUTE SPONSORED RESEARCH | $0 | $42,907 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANNE COPELAND | President | FT | $15,250 | - | $15,250 |
| JAMES WOMACK | Treasurer | - | $0 | - | - |
| JEAN SMITH | Secretary | - | $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
- 2021-11-12
- 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: 4,673. Returns and allowances: 0. Less cost of goods sold: 984. Gross profit: 3,689. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 984. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 984.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: office expense & supplies. Amount: 2,457. Description: telecommunications. Amount: 817. Description: bank and credit card fees. Amount: 1,398. Description: licenses and fees. Amount: 389. Description: payroll taxes. Amount: 1,316. Description: computer expense. Amount: 1,092. Description: payroll processing. Amount: 401. Description: travel. Amount: 1,359. Description: marketing. Amount: 45. Total to form 990-ez, line 16: 9,274.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 60. End of year amount: 1,000.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable & accrued expenses. Beg. Of year amount: 2,513. End of year amount: 4,551. Description: payroll taxes payable. Beg. Of year amount: 1,470. End of year amount: 0.”
Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ANNE COPELAND |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6175998950 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 492 BEACON ST 46 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BOSTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02115 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 24740 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 20824 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 984 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3544 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 29007 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 24800 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 21824 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 3689 |
| IRS990EZ/GrossReceiptsAmt | 0 | 51190 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 4673 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 20817 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 17273 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 20817 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 17273 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 15250 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANNE COPELAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAMES WOMACK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEAN SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 60 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1000 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9274 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO EDUCATE AND PROVIDE ASSISTANCE TO INDIVIDUALS MOVING FROM ONE COUNTRY TO ANOTHER |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 219 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 46517 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATION & ASSISTANCE TO INDIVIDUALS MOVING FROM ONE COUNTRY TO ANOTHER BASED ON INSTITUTE SPONSORED RESEARCH |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 42907 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 15250 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3983 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4551 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 53750 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42907 |
| IRS990EZ/TotalRevenueAmt | 0 | 50206 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.INTERCHANGEINSTITUTE.ORG |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 46190 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 46495 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 67037 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 83734 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 65845 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 309301 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 5000 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 5000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.98410 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 309301 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 46190 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 46495 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 67037 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 83734 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 65845 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 309301 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 51190 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 46495 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 67037 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 83734 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 65845 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 314301 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | INCOME: GROSS RECEIPTS: 4,673. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 984. GROSS PROFIT: 3,689. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 984. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 984. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: OFFICE EXPENSE & SUPPLIES. AMOUNT: 2,457. DESCRIPTION: TELECOMMUNICATIONS. AMOUNT: 817. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 1,398. DESCRIPTION: LICENSES AND FEES. AMOUNT: 389. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,316. DESCRIPTION: COMPUTER EXPENSE. AMOUNT: 1,092. DESCRIPTION: PAYROLL PROCESSING. AMOUNT: 401. DESCRIPTION: TRAVEL. AMOUNT: 1,359. DESCRIPTION: MARKETING. AMOUNT: 45. TOTAL TO FORM 990-EZ, LINE 16: 9,274. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 60. END OF YEAR AMOUNT: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 2,513. END OF YEAR AMOUNT: 4,551. DESCRIPTION: PAYROLL TAXES PAYABLE. BEG. OF YEAR AMOUNT: 1,470. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANNE COPELAND |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6175998950 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE INTERCHANGE INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INTE |
| ReturnHeader/Filer/EIN | 0 | 223508062 |
| ReturnHeader/Filer/PhoneNum | 0 | 6175998950 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 492 BEACON ST 46 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02115 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 043027605 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SAMET & COMPANY PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1330 BOYLSTON STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHESTNUT HILL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 024672111 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6177311222 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN J CZYZEWSKI CPA |
| ReturnHeader/ReturnTs | 0 | 2021-11-12T12:16:35-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ANNE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | COPELAND |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $21,824
- Liabilities
- $4,551
- Net assets
- $17,273
- Revenue
- $50,206
- Expenses
- $53,750
- Net income
- -$3,544