Asset Trader Fka the Cga Exchange

990 • Fiscal year 2013 • EIN 45-4464864

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 26, 2015

Organization Profile WWW.ASSETTRADER.ORG

300 Southtown CircleRaleigh, NC 27571

(919) 249-7939

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

$69,409

Higher top officer pay than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-48%

Faster asset growth than 9% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-100%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$302,139

Down $278,026 (-48%) from 2012

Net Assets

Down

$302,139

Down $278,026 (-48%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

Down

Down $946,010 (-100%) from 2012

Expenses

Down

$278,026

Down $87,819 (-24%) from 2012

Net Income

Down

-$278,026

Down $858,191 (-148%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

Highlighted filing

2013

Assets$302,139

Liabilities$0

Net Assets$302,139

Open 2013 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2013

Revenue$0

Expenses$278,026

Net Income-$278,026

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Feb 26, 2015
Return Version: 2013v4.0
Gross Receipts: $0

Mission and Program Overview

Mission

Asset trader (fka the cga exchange) is an irs approved section 501(c)(3) non-profit, public charity whose function is to educate and credential (as an approved irs ce provider) professional advisors (attorneys, cpas, m&a advisors /business brokers, financial advisors, insurance agents, real estate professionals, etc.) and to serve as a compliant asset exchange platform to legally convert, through philanthropic planned giving, a donor's trapped, illiquid assets (businesses, real estate, investment portfolios, life insurance policies, etc.) to more tax-advantaged, identity, asset, and estate protected income for life through the use of a charitable gift annuity under irs section 501(m)(5) and any and all domiciled state regulations as applicable. The cga exchange is also a registered and approved irs continuing education (ce) provider credentialing professional planners through the professional designation known as the "ceta" (certified exit & transition advisor).

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Land, Buildings, and Equipment, Net	$74,367	$60,911	▼ $13,456
Cash and Non-Interest-Bearing Accounts	$295,298	$-856	▼ $296,154
Total Assets	$580,165	$302,139	▼ $278,026
Other Assets Total	$210,500	$242,084	▲ $31,584
Liabilities
Total Liabilities	$0	$0	→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets	$564,720	$564,720	→ $0
Unrestricted Net Assets	$15,445	$-262,581	▼ $278,026
Total Net Assets Fund Balance	$580,165	$302,139	▼ $278,026
Total Liabilities and Net Assets / Fund Balance	$580,165	$302,139	▼ $278,026

Asset Categories

Asset	Book Value	Depreciation	Basis
Leasehold Improvements	$38,949	$3,708	$42,657
Equipment	$18,410	$15,932	$34,342
Other Land Buildings	$3,552	$2,357	$5,909
Other Assets Org	$242,084	-	-

Compensation and Service Providers

Top Officer Pay96th percentile

Employees

Name	Title	Base	Total
Anthony Wayne March	CEO	$69,409	$69,409

Board Members and Trustees

Name	Title
Emma Wilson	Board Member
Jeff Jinks	Board Member
Maxine March	Board Member
Charles Roger Newman	Executive Di

Revenue and Support

Revenue Composition

Contributions and Grants: $0
Program Service Revenue: $0
Investment Income: $0
Other Revenue: $0
Change in Net Assets: $-278,026

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Other Expenses	$278,026
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Salaries, Compensation, and Employee Benefits	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Office Expenses	$82,548	$20,638	-	$103,186
Fees for Services Management	$56,597	$14,149	-	$70,746
Occupancy	$7,267	$29,069	-	$36,336
Fees for Services Other	$17,899	$4,475	-	$22,374
Payment Travel Entrtnmnt Publicly Ofcl	$3,070	$12,279	-	$15,349
Depreciation Depletion	$14,019	-	-	$14,019
Fees for Services Legal	$7,571	$1,893	-	$9,464
Information Technology	$5,329	$1,332	-	$6,661
Advertising	$-87	$-22	-	$-109
Total Functional Expenses	$194,213	$83,813	$0	$278,026

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Backup withholding compliance: No
Business relationship with family members: No
Business relationship with organization members: No
Material changes to governing documents: No
Compensation from other sources disclosed: No
CEO compensation reviewed: Yes
Other officer compensation reviewed: Yes
Conflict-of-interest policy: No
Audited financial statements prepared: No
Key decisions subject to board approval: No
Management duties delegated: No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form is reviewed by the governing body.”

Form 990, Page 6, Part VI, Line 15A

“YES”

Form 990, Page 6, Part VI, Line 15B

“YES”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN: 45-4464864
Phone: 9192497939

Signing Officer

Name: Anthony Wayne March
Title: CEO
Phone: 9192497939
Signed: 2015-02-26
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Anthony Tony March
Formed: 2012
Legal Domicile: Nc
Voting Board Members: 5
Independent Board Members: 5
Employees: 0

Preparer

Preparer: Gail Prather
Phone: 7134820000

Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Asset trader (fka the cga exchange) is an irs approved section 501(c)(3) non-profit, public charity whose function is to educate and credential (as an approved irs ce provider) professional advisors (attorneys, cpas, m&a advisors /business brokers, financial advisors, insurance agents, real estate professionals, etc.) and to serve as a compliant asset exchange platform to legally convert, through philanthropic planned giving, a donor's trapped, illiquid assets (businesses, real estate, investment portfolios, life insurance policies, etc.) to more tax-advantaged, identity, asset, and estate protected income for life through the use of a charitable gift annuity under irs section 501(m)(5) and any and all domiciled state regulations as applicable. The cga exchange is also a registered and approved irs continuing education (ce) provider credentialing professional planners through the professional designation known as the "ceta" (certified exit & transition advisor).”

Form 990, Page 2, Part III, Line 4A

“Registered and approved irs continuing education (ce) provider credentialing professional planners through the professional designation known as the "ceta" (certified exit & transition advisor).”

Form 990, Page 2, Part III, Line 4D

“Asset trader (fka the cga exchange) is an irs approved section 501(c)(3) non-profit, public charity whose function is to educate and credential (as an approved irs ce provider) professional advisors (attorneys, cpas, m&a advisors /business brokers, financial advisors, insurance agents, real estate professionals, etc.) and to serve as a compliant asset exchange platform to legally convert, through philanthropic planned giving, a donor's trapped, illiquid assets (businesses, real estate, investment portfolios, life insurance policies, etc.) to more tax-advantaged, identity, asset, and estate protected income for life through the use of a charitable gift annuity under irs section 501(m)(5) and any and all domiciled state regulations as applicable. The cga exchange is also a registered and approved irs continuing education (ce) provider credentialing professional planners through the professional designation known as the "ceta" (certified exit & transition advisor).”

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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt	0	3552
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt	0	2357
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt	0	5909
IRS990ScheduleD/TotalBookValueLandBuildingsAmt	0	60911
IRS990ScheduleD/TotalBookValueOtherAssetsAmt	0	242084
IRS990/ScheduleJRequiredInd	0	false
IRS990/ScheduleORequiredInd	0	false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	ASSET TRADER (FKA THE CGA EXCHANGE) IS AN IRS APPROVED SECTION 501(C)(3) NON-PROFIT, PUBLIC CHARITY WHOSE FUNCTION IS TO EDUCATE AND CREDENTIAL (AS AN APPROVED IRS CE PROVIDER) PROFESSIONAL ADVISORS (ATTORNEYS, CPAS, M&A ADVISORS /BUSINESS BROKERS, FINANCIAL ADVISORS, INSURANCE AGENTS, REAL ESTATE PROFESSIONALS, ETC.) AND TO SERVE AS A COMPLIANT ASSET EXCHANGE PLATFORM TO LEGALLY CONVERT, THROUGH PHILANTHROPIC PLANNED GIVING, A DONOR'S TRAPPED, ILLIQUID ASSETS (BUSINESSES, REAL ESTATE, INVESTMENT PORTFOLIOS, LIFE INSURANCE POLICIES, ETC.) TO MORE TAX-ADVANTAGED, IDENTITY, ASSET, AND ESTATE PROTECTED INCOME FOR LIFE THROUGH THE USE OF A CHARITABLE GIFT ANNUITY UNDER IRS SECTION 501(M)(5) AND ANY AND ALL DOMICILED STATE REGULATIONS AS APPLICABLE. THE CGA EXCHANGE IS ALSO A REGISTERED AND APPROVED IRS CONTINUING EDUCATION (CE) PROVIDER CREDENTIALING PROFESSIONAL PLANNERS THROUGH THE PROFESSIONAL DESIGNATION KNOWN AS THE "CETA" (CERTIFIED EXIT & TRANSITION ADVISOR).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	REGISTERED AND APPROVED IRS CONTINUING EDUCATION (CE) PROVIDER CREDENTIALING PROFESSIONAL PLANNERS THROUGH THE PROFESSIONAL DESIGNATION KNOWN AS THE "CETA" (CERTIFIED EXIT & TRANSITION ADVISOR).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ASSET TRADER (FKA THE CGA EXCHANGE) IS AN IRS APPROVED SECTION 501(C)(3) NON-PROFIT, PUBLIC CHARITY WHOSE FUNCTION IS TO EDUCATE AND CREDENTIAL (AS AN APPROVED IRS CE PROVIDER) PROFESSIONAL ADVISORS (ATTORNEYS, CPAS, M&A ADVISORS /BUSINESS BROKERS, FINANCIAL ADVISORS, INSURANCE AGENTS, REAL ESTATE PROFESSIONALS, ETC.) AND TO SERVE AS A COMPLIANT ASSET EXCHANGE PLATFORM TO LEGALLY CONVERT, THROUGH PHILANTHROPIC PLANNED GIVING, A DONOR'S TRAPPED, ILLIQUID ASSETS (BUSINESSES, REAL ESTATE, INVESTMENT PORTFOLIOS, LIFE INSURANCE POLICIES, ETC.) TO MORE TAX-ADVANTAGED, IDENTITY, ASSET, AND ESTATE PROTECTED INCOME FOR LIFE THROUGH THE USE OF A CHARITABLE GIFT ANNUITY UNDER IRS SECTION 501(M)(5) AND ANY AND ALL DOMICILED STATE REGULATIONS AS APPLICABLE. THE CGA EXCHANGE IS ALSO A REGISTERED AND APPROVED IRS CONTINUING EDUCATION (CE) PROVIDER CREDENTIALING PROFESSIONAL PLANNERS THROUGH THE PROFESSIONAL DESIGNATION KNOWN AS THE "CETA" (CERTIFIED EXIT & TRANSITION ADVISOR).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	THE FORM IS REVIEWED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd	0	false
IRS990/SignificantChangeInd	0	false
IRS990/SignificantNewProgramSrvcInd	0	false
IRS990/SubjectToProxyTaxInd	0	false
IRS990/TaxablePartyNotificationInd	0	false
IRS990/TaxExemptBondsInd	0	false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt	0	564720
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt	0	564720
IRS990/TempOrPermanentEndowmentsInd	0	false
IRS990/TerminateOperationsInd	0	false
IRS990/TotalAssetsBOYAmt	0	580165
IRS990/TotalAssetsEOYAmt	0	302139
IRS990/TotalAssetsGrp/BOYAmt	0	580165
IRS990/TotalAssetsGrp/EOYAmt	0	302139
IRS990/TotalCompGreaterThan150KInd	0	false
IRS990/TotalEmployeeCnt	0	0
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt	0	0
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt	0	83813
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt	0	194213
IRS990/TotalFunctionalExpensesGrp/TotalAmt	0	278026
IRS990/TotalGrossUBIAmt	0	0
IRS990/TotalLiabilitiesEOYAmt	0	0
IRS990/TotalLiabilitiesGrp/BOYAmt	0	0
IRS990/TotalLiabilitiesGrp/EOYAmt	0	0
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt	0	580165
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt	0	302139
IRS990/TotalOtherProgSrvcExpenseAmt	0	194213
IRS990/TotalProgramServiceExpensesAmt	0	194213
IRS990/TotalReportableCompFromOrgAmt	0	69409
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt	0	0
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt	0	580165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt	0	302139
IRS990/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990/TypeOfOrganizationCorpInd	0	X
IRS990/UnrelatedBusIncmOverLimitInd	0	false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt	0	15445
IRS990/UnrestrictedNetAssetsGrp/EOYAmt	0	-262581
IRS990/UponRequestInd	0	X
IRS990/USAddress/AddressLine1	0	300 SOUTHTOWN CIRCLE
IRS990/USAddress/City	0	ROLESVILLE
IRS990/USAddress/State	0	NC
IRS990/USAddress/ZIPCode	0	27571
IRS990/VotingMembersGoverningBodyCnt	0	5
IRS990/VotingMembersIndependentCnt	0	5
IRS990/WebsiteAddressTxt	0	WWW.ASSETTRADER.ORG
IRS990/WhistleblowerPolicyInd	0	false
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ANTHONY WAYNE MARCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9192497939
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	ASSET TRADER
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	FKA THE CGA EXCHANGE
ReturnHeader/Filer/BusinessNameControlTxt	0	ASSE
ReturnHeader/Filer/EIN	0	454464864
ReturnHeader/Filer/PhoneNum	0	9192497939
ReturnHeader/Filer/USAddress/AddressLine1	0	300 SOUTHTOWN CIRCLE
ReturnHeader/Filer/USAddress/City	0	ROLESVILLE
ReturnHeader/Filer/USAddress/State	0	NC
ReturnHeader/Filer/USAddress/ZIPCode	0	27571
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	260340397
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	GBH CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	6002 ROGERDALE STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	770721660
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7134820000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GAIL PRATHER
ReturnHeader/ReturnTs	0	2015-03-09T13:59:39-05:00
ReturnHeader/ReturnTypeCd	0	990
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $302,139
Liabilities: $0
Net assets: $302,139
Revenue: $0
Expenses: $278,026
Net income: -$278,026

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Summary only. Only limited summary data is available for this year.	$8.31	$1.61	$6.70	$0.11	$0.15	$0.04
2018Summary only. Only limited summary data is available for this year.	$9.45	$2.71	$6.74	$0.42	$0.64	$0.22
2017Summary only. Only limited summary data is available for this year.	$9.67	$2.71	$6.96	$0.05	$0.19	$0.14
2016Summary only. Only limited summary data is available for this year.	$10.2	$3.06	$7.10	$0.10	$0.43	$0.53
2015Detailed filing. Detailed filing data is available for this year.	$11.4	$3.75	$7.63	$3.91	$0.87	$3.04
2014Detailed filing. Detailed filing data is available for this year.	$8.57	$3.98	$4.59	$2.24	$0.68	$1.56
2013Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$0.00	$0.28	$0.28
2012Summary only. Only limited summary data is available for this year.	$0.58	$0.00	$0.58	$0.95	$0.37	$0.58