Civic Intelligence

Independant School Data Exchange Inc.

990 • Fiscal year 2019 • EIN 45-5300380

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

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

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

62nd percentile

8.4%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

94th percentile

$285,451

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

5th percentile

-22%

Faster asset growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

5.1%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,598,392

Down $461,832 (-22%) from 2018

Net Assets

Up

$1,518,792

Up $75,601 (+5.2%) from 2018

Liabilities

Down

$79,600

Down $537,433 (-87%) from 2018

Revenue

Up

$904,784

Up $43,935 (+5.1%) from 2018

Expenses

Up

$829,183

Up $77,802 (+10%) from 2018

Net Income

Down

$75,601

Down $33,867 (-31%) from 2018

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

2019

Assets$1,598,392
Liabilities$79,600
Net Assets$1,518,792

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

2019

Revenue$904,784
Expenses$829,183
Net Income$75,601
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$904,784
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$1,443,191$1,518,792▲ $75,601
Cash and Non-Interest-Bearing Accounts$1,447,656$1,059,514▼ $388,142
Intangible Assets$593,703$514,939▼ $78,764
Prepaid Expenses and Deferred Charges$16,189$19,033▲ $2,844
Land, Buildings, and Equipment, Net$2,676$4,906▲ $2,230
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,060,224$1,598,392▼ $461,832
Liabilities
Accounts Payable and Accrued Expenses$56,233$53,546▼ $2,687
Deferred Revenue$552,000$16,519▼ $535,481
Other Liabilities$8,800$9,535▲ $735
Total Liabilities$617,033$79,600▼ $537,433
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,443,191$1,518,792▲ $75,601
Total Liabilities and Net Assets / Fund Balance$2,060,224$1,598,392▼ $461,832

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,906$5,089$9,995
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Mason PullmanExecutive DirectorFT$230,004$55,447$285,451

Board Members and Trustees

NameTitle
Chuck BaldecchiBoard Chair
Percy AbramVice Chair
Faye FergusonDirector/board Member
Jeff MatinDirector/board Member
Nat ConradDirector/board Member
Phyllis PalmieroDirector/board Member
Stuart GulleyDirector/board Member
Teresa StandardDirector/board Member
Tj LockeDirector/board Member
Matt LevinsonSecretary
Kathy JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$893,701
Investment Income
$11,083
Other Revenue
$0
Change in Net Assets
$75,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,236
Salaries, Compensation, and Employee Benefits$401,947
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$230,004--$230,004
Depreciation Depletion$178,013--$178,013
Travel$134,608--$134,608
Other Salaries and Wages$92,778--$92,778
Information Technology$77,562--$77,562
Other Employee Benefits$33,827--$33,827
Pension Plan Contributions$26,245--$26,245
Payroll Taxes$19,093--$19,093
Fees for Services Other-$13,154-$13,154
Fees for Services Accounting-$8,400-$8,400
Office Expenses-$3,639-$3,639
Occupancy-$2,426-$2,426
Insurance-$2,204-$2,204
Other Expenses-$829-$829
Total Functional Expenses$792,130$37,053$0$829,183
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$9,535
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Section B, Line 11B

The form was available upon request and the executive director and treasurer will review the form 990 before filing.

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

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

Signing Officer

Name
Lisa Mason Pullman
Title
Executive Director
Phone
6174138382
Signed
2019-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Mason Pullman
Formed
2012
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
0

Preparer

Firm
Luca Deblasio & Co Inc
Address
1 PRESIDENTIAL WAY SUITE 103, WOBURN, MA 01801
Preparer
Thomas E Deblasio
Phone
7819334114
Raw XML AppendixShowing 400 of 434 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt056233
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt053546
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0LISA PULLMAN
IRS990/BooksInCareOfDetail/PhoneNum06174198382
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 476
IRS990/BooksInCareOfDetail/USAddress/CityNm0BELMONT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002478
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01447656
IRS990/CashNonInterestBearingGrp/EOYAmt01059514
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0230004
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0230004
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011083
IRS990/CYOtherExpensesAmt0427236
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0893701
IRS990/CYRevenuesLessExpensesAmt075601
IRS990/CYSalariesCompEmpBnftPaidAmt0401947
IRS990/CYTotalExpensesAmt0829183
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0904784
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0552000
IRS990/DeferredRevenueGrp/EOYAmt016519
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0178013
IRS990/DepreciationDepletionGrp/TotalAmt0178013
IRS990/Desc0PROGRAM REVENUE
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08400
IRS990/FeesForServicesAccountingGrp/TotalAmt08400
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013154
IRS990/FeesForServicesOtherGrp/TotalAmt013154
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1155447
IRS990/Form990PartVIISectionAGrp/PersonNm0CHUCK BALDECCHI
IRS990/Form990PartVIISectionAGrp/PersonNm1PERCY ABRAM
IRS990/Form990PartVIISectionAGrp/PersonNm2NAT CONRAD
IRS990/Form990PartVIISectionAGrp/PersonNm3TJ LOCKE
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF MATIN
IRS990/Form990PartVIISectionAGrp/PersonNm6PHYLLIS PALMIERO
IRS990/Form990PartVIISectionAGrp/PersonNm7MATT LEVINSON
IRS990/Form990PartVIISectionAGrp/PersonNm8TERESA STANDARD
IRS990/Form990PartVIISectionAGrp/PersonNm9STUART GULLEY
IRS990/Form990PartVIISectionAGrp/PersonNm10FAYE FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm11LISA MASON PULLMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11230004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0904784
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt077562
IRS990/InformationTechnologyGrp/TotalAmt077562
IRS990/InsuranceGrp/ManagementAndGeneralAmt02204
IRS990/InsuranceGrp/TotalAmt02204
IRS990/IntangibleAssetsGrp/BOYAmt0593703
IRS990/IntangibleAssetsGrp/EOYAmt0514939
IRS990/InvestmentIncomeGrp/ExclusionAmt011083
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011083
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05089
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02676
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04906
IRS990/LandBldgEquipCostOrOtherBssAmt09995
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01443191
IRS990/NetAssetsOrFundBalancesEOYAmt01518792
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02426
IRS990/OccupancyGrp/TotalAmt02426
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03639
IRS990/OfficeExpensesGrp/TotalAmt03639
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033827
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033827
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES AND PAYROL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04006
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2829
IRS990/OtherExpensesGrp/TotalAmt04006
IRS990/OtherExpensesGrp/TotalAmt12395
IRS990/OtherExpensesGrp/TotalAmt2829
IRS990/OtherLiabilitiesGrp/BOYAmt08800
IRS990/OtherLiabilitiesGrp/EOYAmt09535
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt092778
IRS990/OtherSalariesAndWagesGrp/TotalAmt092778
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt019093
IRS990/PayrollTaxesGrp/TotalAmt019093
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026245
IRS990/PensionPlanContributionsGrp/TotalAmt026245
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016189
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019033
IRS990/PrincipalOfficerNm0LISA MASON PULLMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0893701
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0893701
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0792130
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01846
IRS990/PYOtherExpensesAmt0377129
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0859003
IRS990/PYRevenuesLessExpensesAmt0109468
IRS990/PYSalariesCompEmpBnftPaidAmt0374252
IRS990/PYTotalExpensesAmt0751381
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0860849
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt075601
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0893701
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01443191
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01518792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0893701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0859003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0722082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01049835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0832868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04357489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01846
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01478
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014407
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99670
IRS990ScheduleA/PublicSupportPY170Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt04357489
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0893701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0859003
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0722082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01049835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0832868
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04357489
IRS990ScheduleA/TotalSupportAmt04371896
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04906
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05089
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09535
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04906
IRS990ScheduleD/TotalLiabilityAmt09535
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0230004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt021620
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt033827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA MASON PULLMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0285451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM WAS AVAILABLE UPON REQUEST AND THE EXECUTIVE DIRECTOR AND TREASURER WILL REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE DISTRIBUTE THE CONFLICT OF INTEREST FORMS ANNUALLY AT OUR BOARD OF DIRECTORS MEETING WHICH THE DIRECTORS COMPLETE AND RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02060224
IRS990/TotalAssetsEOYAmt01598392
IRS990/TotalAssetsGrp/BOYAmt02060224
IRS990/TotalAssetsGrp/EOYAmt01598392
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037053
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0792130
IRS990/TotalFunctionalExpensesGrp/TotalAmt0829183
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0617033
IRS990/TotalLiabilitiesEOYAmt079600
IRS990/TotalLiabilitiesGrp/BOYAmt0617033
IRS990/TotalLiabilitiesGrp/EOYAmt079600
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01443191
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01518792
IRS990/TotalOtherCompensationAmt055447
IRS990/TotalOtherProgSrvcExpenseAmt0792130
IRS990/TotalProgramServiceExpensesAmt0792130
IRS990/TotalProgramServiceRevenueAmt0893701
IRS990/TotalReportableCompFromOrgAmt0230004
IRS990/TotalRevenueGrp/ExclusionAmt011083
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0893701
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0904784
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02060224
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01598392
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0134608
IRS990/TravelGrp/TotalAmt0134608
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 476
IRS990/USAddress/CityNm0BELMONT
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002478
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.INDEXGROUPS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits