The Interchange Institute Inc.

990EZ • Fiscal year 2023 • EIN 22-3508062

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile WWW.INTERCHANGEINSTITUTE.ORG

W1878 County RoadGenoa City, WI 53128

(617) 599-8950

Siviq Scores

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

6.36x

Higher debt load relative to assets than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

4.30x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

-409%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

$4,100

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 57.1% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

-28%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

-86%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets99th percentile

Assets

Down

$4,857

Down $1,871 (-28%) from 2022

Net Assets

Down

-$26,034

Down $29,360 (-883%) from 2022

Liabilities

$30,891

Up $27,489 (+808%) from 2022

Revenue And Expenses

Liabilities / Revenue98th percentile Net Margin3rd percentile

Revenue

Down

$7,183

Down $45,683 (-86%) from 2022

Expenses

Down

$36,543

Down $29,216 (-44%) from 2022

Net Income

Down

-$29,360

Down $16,467 (-128%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

Highlighted filing

2023

Assets$4,857

Liabilities$30,891

Net Assets-$26,034

Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2023

Revenue$7,183

Expenses$36,543

Net Income-$29,360

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Nov 15, 2024
Return Version: 2023v5.1
Gross Receipts: $7,645

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	$23,546

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TASHA ARNOLD	Executive Director	FT	$4,100	-	$4,100
JEANNE OLSEN	Secretary	-	$0	-	-
PETER ARNOLD	Treasurer	-	$0	-	-
TASHA ARNOLD	President	FT	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Interchange Institute
EIN: 22-3508062
Phone: 6175998950
Address: W1878 COUNTY ROAD, GENOA CITY, WI 53128

Signing Officer

Name: Tasha Arnold
Title: President
Phone: 6175998950
Signed: 2024-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Forvis Mazars Llp
Address: 1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2145
Preparer: Marina Sapashnik CPA
Phone: 6177311222

Supplemental Narrative

Additional Explanations

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

“Income: gross receipts: 2,318. Returns and allowances: 0. Less cost of goods sold: 462. Gross profit: 1,856. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 462. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 462.”

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

“Description: bank and credit card fees. Amount: 1,276. Description: books and softwares. Amount: 7,876. Description: interest expense. Amount: 1,306. Description: marketing. Amount: 2,573. Description: office expense & supplies. Amount: 315. Description: travel. Amount: 9,570. Description: payroll processing. Amount: 155. Description: payroll taxes. Amount: 300. Description: other expenses. Amount: 4,791. Description: licenses & fees. Amount: 36. Total to form 990-ez, line 16: 28,198.”

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

“Description: accounts receivable. Beg. Of year amount: 1,395. End of year amount: 2,004.”

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

“Description: accounts payable & accrued expenses. Beg. Of year amount: 3,402. End of year amount: 30,891.”

Raw XML Appendix162 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	TASHA M ARNOLD
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6175998950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	W1878 COUNTY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	GENOA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	53128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	5333
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	2853
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/CostOfGoodsSoldAmt	0	462
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-29360
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	4086
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	6728
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	4857
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	1856
IRS990EZ/GrossReceiptsAmt	0	7645
IRS990EZ/GrossSalesOfInventoryAmt	0	2318
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	3326
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	-26034
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	3326
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	-26034
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	4100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JEANNE OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	PETER ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	TASHA ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	TASHA ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	PRESIDENT
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	1395
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	2004
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	28198
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	159
IRS990EZ/ProgramServiceRevenueAmt	0	5327
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	23546
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	4100
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	3402
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	30891
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	36543
IRS990EZ/TotalProgramServiceExpensesAmt	0	23546
IRS990EZ/TotalRevenueAmt	0	7183
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.INTERCHANGEINSTITUTE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	5641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	53976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	48854
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	46190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	46495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	201156
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	5000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	5000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	10000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.95260
IRS990ScheduleA/PublicSupportPY509Pct	0	0.96330
IRS990ScheduleA/PublicSupportTotal509Amt	0	201156
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	5641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	53976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	48854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	46190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	46495
IRS990ScheduleA/Total509Grp/TotalAmt	0	201156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	5641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	53976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	53854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	51190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	46495
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	211156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	INCOME: GROSS RECEIPTS: 2,318. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 462. GROSS PROFIT: 1,856. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 462. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 462.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 1,276. DESCRIPTION: BOOKS AND SOFTWARES. AMOUNT: 7,876. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 1,306. DESCRIPTION: MARKETING. AMOUNT: 2,573. DESCRIPTION: OFFICE EXPENSE & SUPPLIES. AMOUNT: 315. DESCRIPTION: TRAVEL. AMOUNT: 9,570. DESCRIPTION: PAYROLL PROCESSING. AMOUNT: 155. DESCRIPTION: PAYROLL TAXES. AMOUNT: 300. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,791. DESCRIPTION: LICENSES & FEES. AMOUNT: 36. TOTAL TO FORM 990-EZ, LINE 16: 28,198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,395. END OF YEAR AMOUNT: 2,004.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 3,402. END OF YEAR AMOUNT: 30,891.
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/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TASHA ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6175998950
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-11-15
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	W1878 COUNTY ROAD
ReturnHeader/Filer/USAddress/CityNm	0	GENOA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FORVIS MAZARS LLP
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	024672145
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6177311222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARINA SAPASHNIK CPA
ReturnHeader/ReturnTs	0	2024-11-15T10:36:34-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,857
Liabilities: $30,891
Net assets: -$26,034
Revenue: $7,183
Expenses: $36,543
Net income: -$29,360

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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