Civic Intelligence

Independant School Data Exchange Inc.

990 • Fiscal year 2022 • EIN 45-5300380

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 13, 2023

Organization ProfileWWW.INDEXGROUPS.ORG
PO Box 182Wilmington, MA 01887

(617) 413-8382

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

41st percentile

2.6%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

96th percentile

$355,886

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

23rd percentile

-8.1%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,822,934

Down $161,730 (-8.1%) from 2021

Net Assets

Up

$1,760,862

Up $28,365 (+1.6%) from 2021

Liabilities

Down

$62,072

Down $190,095 (-75%) from 2021

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin41st percentile

Revenue

Up

$1,073,493

Up $157,572 (+17%) from 2021

Expenses

Up

$1,045,128

Up $264,580 (+34%) from 2021

Net Income

Down

$28,365

Down $107,008 (-79%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2022

Assets$1,822,934
Liabilities$62,072
Net Assets$1,760,862
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

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

2022

Revenue$1,073,493
Expenses$1,045,128
Net Income$28,365
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 13, 2023
Return Version
2021v4.2
Gross Receipts
$1,073,493
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$1,732,497$1,760,862▲ $28,365
Cash and Non-Interest-Bearing Accounts$1,211,895$1,004,681▼ $207,214
Intangible Assets$736,232$637,644▼ $98,588
Prepaid Expenses and Deferred Charges$32,292$175,314▲ $143,022
Land, Buildings, and Equipment, Net$4,245$5,095▲ $850
Accounts Receivable-$200-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,984,664$1,822,934▼ $161,730
Liabilities
Deferred Revenue$226,535$35,600▼ $190,935
Accounts Payable and Accrued Expenses$16,632$17,472▲ $840
Other Liabilities$9,000$9,000→ $0
Total Liabilities$252,167$62,072▼ $190,095
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,732,497$1,760,862▲ $28,365
Total Liabilities and Net Assets / Fund Balance$1,984,664$1,822,934▼ $161,730

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,095$10,319$15,414
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Percy AbramBoard Chair
Veronica Codrington-cazeauVice Chair
Andy AbbottDirector/board Member
Bill AuerswaldDirector/board Member
Ken AldridgeDirector/board Member
Mike DavisDirector/board Member
Natalia HernandezDirector/board Member
Phyllis PalmieroDirector/board Member
Stuart GulleyDirector/board Member
Teresa StandardDirector/board Member
Lisa Mason PullmanExecutive Director
Margaret RandazzoSecretary
Jeff MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,064,499
Investment Income
$8,994
Other Revenue
$0
Change in Net Assets
$28,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$540,602
Salaries, Compensation, and Employee Benefits$504,526
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$285,186--$285,186
Travel$250,491--$250,491
Depreciation Depletion$175,336--$175,336
Other Salaries and Wages$119,822--$119,822
Information Technology$80,992--$80,992
Other Employee Benefits$44,380--$44,380
Pension Plan Contributions$32,320--$32,320
Payroll Taxes$22,818--$22,818
Fees for Services Accounting-$10,190-$10,190
Fees for Services Other-$5,490-$5,490
Office Expenses-$5,060-$5,060
Insurance-$2,407-$2,407
Occupancy-$602-$602
Other Expenses-$363-$363
Total Functional Expenses$1,011,345$33,783$0$1,045,128
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$9,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 182, WILMINGTON, MA 01887

Signing Officer

Name
Lisa Mason Pullman
Title
Executive Director
Phone
6174138382
Signed
2023-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Mason Pullman
Formed
2012
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
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 447 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/BOYAmt016632
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017472
IRS990/AccountsReceivableGrp/EOYAmt0200
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/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0LISA PULLMAN
IRS990/BooksInCareOfDetail/PhoneNum06174198382
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 182
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001887
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01211895
IRS990/CashNonInterestBearingGrp/EOYAmt01004681
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0285186
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0285186
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08994
IRS990/CYOtherExpensesAmt0540602
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01064499
IRS990/CYRevenuesLessExpensesAmt028365
IRS990/CYSalariesCompEmpBnftPaidAmt0504526
IRS990/CYTotalExpensesAmt01045128
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01073493
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0226535
IRS990/DeferredRevenueGrp/EOYAmt035600
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0175336
IRS990/DepreciationDepletionGrp/TotalAmt0175336
IRS990/Desc0PROGRAM REVENUE
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010190
IRS990/FeesForServicesAccountingGrp/TotalAmt010190
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05490
IRS990/FeesForServicesOtherGrp/TotalAmt05490
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/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
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/IndividualTrusteeOrDirectorInd11X
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1270700
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN ALDRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm1PERCY ABRAM
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDY ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL AUERSWALD
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm5VERONICA CODRINGTON-CAZEAU
IRS990/Form990PartVIISectionAGrp/PersonNm6PHYLLIS PALMIERO
IRS990/Form990PartVIISectionAGrp/PersonNm7MIKE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm8TERESA STANDARD
IRS990/Form990PartVIISectionAGrp/PersonNm9STUART GULLEY
IRS990/Form990PartVIISectionAGrp/PersonNm10MARGARET RANDAZZO
IRS990/Form990PartVIISectionAGrp/PersonNm11NATALIA HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA 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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/ReportableCompFromRltdOrgAmt12285186
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01073493
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt080992
IRS990/InformationTechnologyGrp/TotalAmt080992
IRS990/InsuranceGrp/ManagementAndGeneralAmt02407
IRS990/InsuranceGrp/TotalAmt02407
IRS990/IntangibleAssetsGrp/BOYAmt0736232
IRS990/IntangibleAssetsGrp/EOYAmt0637644
IRS990/InvestmentIncomeGrp/ExclusionAmt08994
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08994
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010319
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04245
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05095
IRS990/LandBldgEquipCostOrOtherBssAmt015414
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/NetAssetsOrFundBalancesBOYAmt01732497
IRS990/NetAssetsOrFundBalancesEOYAmt01760862
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0602
IRS990/OccupancyGrp/TotalAmt0602
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05060
IRS990/OfficeExpensesGrp/TotalAmt05060
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt044380
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044380
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES AND PAYROL
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05222
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13502
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2947
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3363
IRS990/OtherExpensesGrp/TotalAmt05222
IRS990/OtherExpensesGrp/TotalAmt13502
IRS990/OtherExpensesGrp/TotalAmt2947
IRS990/OtherExpensesGrp/TotalAmt3363
IRS990/OtherLiabilitiesGrp/BOYAmt09000
IRS990/OtherLiabilitiesGrp/EOYAmt09000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0119822
IRS990/OtherSalariesAndWagesGrp/TotalAmt0119822
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt022818
IRS990/PayrollTaxesGrp/TotalAmt022818
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt032320
IRS990/PensionPlanContributionsGrp/TotalAmt032320
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032292
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0175314
IRS990/PrincipalOfficerNm0LISA MASON PULLMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01064499
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01064499
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01011345
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014421
IRS990/PYOtherExpensesAmt0302427
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0901500
IRS990/PYRevenuesLessExpensesAmt0135373
IRS990/PYSalariesCompEmpBnftPaidAmt0478121
IRS990/PYTotalExpensesAmt0780548
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0915921
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt028365
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01100099
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01732497
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01760862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01064499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0901500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0920801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0893701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0859003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04639504
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01846
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057667
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98770
IRS990ScheduleA/PublicSupportPY170Pct00.98850
IRS990ScheduleA/PublicSupportTotal170Amt04639504
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01064499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0901500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0920801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0893701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0859003
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04639504
IRS990ScheduleA/TotalSupportAmt04697171
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05095
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010319
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015414
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05095
IRS990ScheduleD/TotalLiabilityAmt09000
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0285186
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt026320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt044380
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA MASON PULLMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0355886
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01984664
IRS990/TotalAssetsEOYAmt01822934
IRS990/TotalAssetsGrp/BOYAmt01984664
IRS990/TotalAssetsGrp/EOYAmt01822934
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033783
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01011345
IRS990/TotalFunctionalExpensesGrp/TotalAmt01045128
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0252167
IRS990/TotalLiabilitiesEOYAmt062072
IRS990/TotalLiabilitiesGrp/BOYAmt0252167
IRS990/TotalLiabilitiesGrp/EOYAmt062072
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01732497
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01760862
IRS990/TotalOtherCompensationAmt070700
IRS990/TotalOtherProgSrvcExpenseAmt01011345
IRS990/TotalProgramServiceExpensesAmt01011345
IRS990/TotalProgramServiceRevenueAmt01064499
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08994
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01064499
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01073493
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01984664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01822934
IRS990/TotReportableCompRltdOrgAmt0285186

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,822,934
Liabilities
$62,072
Net assets
$1,760,862
Revenue
$1,073,493
Expenses
$1,045,128
Net income
$28,365
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