Civic Intelligence

Independant School Data Exchange Inc.

990 • Fiscal year 2015 • EIN 45-5300380

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 01, 2016

PO Box 476Belmont, MA 02478

(617) 413-8382

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.24x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.20x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

96th percentile

$227,751

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 27.3% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

39th percentile

-1.6%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$698,529

Down $11,332 (-1.6%) from 2014

Net Assets

Up

$531,975

Up $195,814 (+58%) from 2014

Liabilities

Down

$166,554

Down $207,146 (-55%) from 2014

Revenue

Up

$832,868

Up $128,590 (+18%) from 2014

Expenses

Up

$637,054

Up $106,757 (+20%) from 2014

Net Income

Up

$195,814

Up $21,833 (+13%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $405,689Liabilities 2012: $389,002Net Assets 2012: $16,6872012Assets 2013: $883,191Liabilities 2013: $721,011Net Assets 2013: $162,1802013Assets 2014: $709,861Liabilities 2014: $373,700Net Assets 2014: $336,1612014Assets 2015: $698,529Liabilities 2015: $166,554Net Assets 2015: $531,9752015Assets 2016: $1,279,796Liabilities 2016: $56,919Net Assets 2016: $1,222,8772016Assets 2017: $1,737,142Liabilities 2017: $403,419Net Assets 2017: $1,333,7232017Assets 2018: $2,060,224Liabilities 2018: $617,033Net Assets 2018: $1,443,1912018Assets 2019: $1,598,392Liabilities 2019: $79,600Net Assets 2019: $1,518,7922019Assets 2020: $1,781,989Liabilities 2020: $184,865Net Assets 2020: $1,597,1242020Assets 2021: $1,984,664Liabilities 2021: $252,167Net Assets 2021: $1,732,4972021Assets 2022: $1,822,934Liabilities 2022: $62,072Net Assets 2022: $1,760,8622022Assets 2023: $2,091,521Liabilities 2023: $345,077Net Assets 2023: $1,746,4442023Assets 2024: $1,952,776Liabilities 2024: $181,607Net Assets 2024: $1,771,1692024Assets 2025: $2,034,036Liabilities 2025: $151,076Net Assets 2025: $1,882,9602025

Highlighted filing

2015

Assets$698,529
Liabilities$166,554
Net Assets$531,975

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $17,850Expenses 2012: $1,163Net Income 2012: $16,6872012Revenue 2013: $563,580Expenses 2013: $418,087Net Income 2013: $145,4932013Revenue 2014: $704,278Expenses 2014: $530,297Net Income 2014: $173,9812014Revenue 2015: $832,868Expenses 2015: $637,054Net Income 2015: $195,8142015Revenue 2016: $1,549,835Expenses 2016: $858,933Net Income 2016: $690,9022016Revenue 2017: $723,560Expenses 2017: $612,714Net Income 2017: $110,8462017Revenue 2018: $860,849Expenses 2018: $751,381Net Income 2018: $109,4682018Revenue 2019: $904,784Expenses 2019: $829,183Net Income 2019: $75,6012019Revenue 2020: $942,124Expenses 2020: $863,792Net Income 2020: $78,3322020Revenue 2021: $915,921Expenses 2021: $780,548Net Income 2021: $135,3732021Revenue 2022: $1,073,493Expenses 2022: $1,045,128Net Income 2022: $28,3652022Revenue 2023: $1,165,121Expenses 2023: $1,179,539Net Income 2023: -$14,4182023Revenue 2024: $1,515,481Expenses 2024: $1,490,756Net Income 2024: $24,7252024Revenue 2025: $1,391,109Expenses 2025: $1,279,318Net Income 2025: $111,7912025

Highlighted filing

2015

Revenue$832,868
Expenses$637,054
Net Income$195,814
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 1, 2016
Return Version
2014v6.0
Gross Receipts
$832,868
Mission and Program Overview

Mission

The mission is the collection and analysis of data relating to independent schools and the preparation and distribution of surveys and reports to such schools, relating to such data.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$336,161$531,975▲ $195,814
Intangible Assets$522,063$482,152▼ $39,911
Cash and Non-Interest-Bearing Accounts$159,529$204,924▲ $45,395
Accounts Receivable$25,151$6,764▼ $18,387
Prepaid Expenses and Deferred Charges$1,236$3,494▲ $2,258
Land, Buildings, and Equipment, Net$1,882$1,195▼ $687
Total Assets$709,861$698,529▼ $11,332
Liabilities
Accounts Payable and Accrued Expenses$69,537$77,044▲ $7,507
Mortgage Notes Payable Secured by Investment Property$75,000$50,000▼ $25,000
Deferred Revenue$220,363$20,710▼ $199,653
Other Liabilities$8,800$18,800▲ $10,000
Total Liabilities$373,700$166,554▼ $207,146
Net Assets / Fund Balance
Total Net Assets Fund Balance$336,161$531,975▲ $195,814
Total Liabilities and Net Assets / Fund Balance$709,861$698,529▼ $11,332

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,195$2,688$3,883
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Lisa Mason PullmanExecutive Di$191,100$36,651$227,751
Lisa Mason PullmanExecutive Director$191,100$36,651$227,751

Board Members and Trustees

NameTitle
Steven BellisBoard Chair
John WatersVice Chair
Chuck BaldecchiDirector/boa
Cindy StadulisDirector/boa
Kathy JonesDirector/boa
Lisa LyleDirector/boa
Marcella YedidDirector/boa
Melissa OrthDirector/boa
Ward GhoryDirector/boa
Ann Marie TidonaSecretary
Donna PacchioniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$832,868
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$195,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,387
Salaries, Compensation, and Employee Benefits$260,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$180,800$10,359-$191,159
Current Officers, Directors, Trustees, and Key Employees$191,100--$191,100
Depreciation Depletion$95,894--$95,894
Information Technology$22,834--$22,834
Travel$21,385--$21,385
Other Salaries and Wages$19,600--$19,600
Other Employee Benefits$18,688--$18,688
Pension Plan Contributions$17,963--$17,963
Payroll Taxes$13,316--$13,316
Advertising$11,384--$11,384
Fees for Services Legal$2,457$8,800-$11,257
Fees for Services Accounting-$5,400-$5,400
Occupancy-$4,200-$4,200
Interest-$3,201-$3,201
Office Expenses-$2,899-$2,899
Insurance-$1,822-$1,822
Other Expenses-$576-$576
Total Functional Expenses$595,421$41,633$0$637,054
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$18,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 was available upon request and the executive director and treasurer will review the form 990 before filing.

Form 990, Page 6, Part VI, Line 12C

We distribute the conflict of interest forms annually at our board of directors meeting which the directors complete and return.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Independent School Data
EIN
45-5300380
Phone
6174138382
Address
PO BOX 476, BELMONT, MA 02478

Signing Officer

Name
Lisa Pullman
Title
Executive Director
Phone
6174138382
Signed
2016-03-01
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
2

Preparer

Firm
T F Allen & Company Pc
Address
400 WEST CUMMINGS PARK SUITE 1150, WOBURN, MA 01801-6572
Preparer
Timothy F Allen
Phone
6174899700
Supplemental Narrative

Additional Explanations

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

PROGRAM REVENUE

Form 990, Part IX, Line 11G

Taxes and licenses 0 359 0 subcontractor 180,800 0 0 outside services 0 10,000 0

Raw XML Appendix393 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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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0832868
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0336161
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0531975
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0832868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0704278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0580434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02135430
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0832868
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt02135430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0832868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0704278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0580434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02135430
IRS990ScheduleA/TotalSupportAmt02135430
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01195
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02688
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01195
IRS990ScheduleD/TotalLiabilityAmt018800
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0191100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt017963
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA MASON PULLMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0227751
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM REVENUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM WAS AVAILABLE UPON REQUEST AND THE EXECUTIVE DIRECTOR AND TREASURER WILL REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WE DISTRIBUTE THE CONFLICT OF INTEREST FORMS ANNUALLY AT OUR BOARD OF DIRECTORS MEETING WHICH THE DIRECTORS COMPLETE AND RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES AND LICENSES 0 359 0 SUBCONTRACTOR 180,800 0 0 OUTSIDE SERVICES 0 10,000 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0709861
IRS990/TotalAssetsEOYAmt0698529
IRS990/TotalAssetsGrp/BOYAmt0709861
IRS990/TotalAssetsGrp/EOYAmt0698529
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041633
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0595421
IRS990/TotalFunctionalExpensesGrp/TotalAmt0637054
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0373700
IRS990/TotalLiabilitiesEOYAmt0166554
IRS990/TotalLiabilitiesGrp/BOYAmt0373700
IRS990/TotalLiabilitiesGrp/EOYAmt0166554
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0336161
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0531975
IRS990/TotalOtherCompensationAmt036651
IRS990/TotalOtherProgSrvcExpenseAmt0595421
IRS990/TotalProgramServiceExpensesAmt0595421
IRS990/TotalProgramServiceRevenueAmt0832868
IRS990/TotalReportableCompFromOrgAmt0191100
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0832868
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0832868
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0709861
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0698529
IRS990/TravelGrp/ProgramServicesAmt021385
IRS990/TravelGrp/TotalAmt021385
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.INDEXGROUPS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA PULLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06174138382
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT SCHOOL DATA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCHANGE INC
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0455300380
ReturnHeader/Filer/PhoneNum06174138382
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 476
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474105419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T F ALLEN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 WEST CUMMINGS PARK SUITE 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018016572
ReturnHeader/PreparerPersonGrp/PhoneNum06174899700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY F ALLEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-17T08:39:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.03$0.15$1.88$1.39$1.28$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.18$1.77$1.52$1.49$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.35$1.75$1.17$1.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.06$1.76$1.07$1.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.25$1.73$0.92$0.78$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.18$1.60$0.94$0.86$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.08$1.52$0.90$0.83$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.62$1.44$0.86$0.75$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.40$1.33$0.72$0.61$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.06$1.22$1.55$0.86$0.69
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.17$0.53$0.83$0.64$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.37$0.34$0.70$0.53$0.17
2013Summary only. Only limited summary data is available for this year.$0.88$0.72$0.16$0.56$0.42$0.15
2012Summary only. Only limited summary data is available for this year.$0.41$0.39$0.02$0.02$0.00$0.02