Civic Intelligence

Independant School Data Exchange Inc.

990 • Fiscal year 2023 • EIN 45-5300380

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 30, 2024

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

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.30x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

36th percentile

-1.2%

Higher net margin than 36% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$372,446

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

8.5%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,091,521

Up $268,587 (+15%) from 2022

Net Assets

Down

$1,746,444

Down $14,418 (-0.8%) from 2022

Liabilities

Up

$345,077

Up $283,005 (+456%) from 2022

Revenue

Up

$1,165,121

Up $91,628 (+8.5%) from 2022

Expenses

Up

$1,179,539

Up $134,411 (+13%) from 2022

Net Income

Down

-$14,418

Down $42,783 (-151%) from 2022

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

2023

Assets$2,091,521
Liabilities$345,077
Net Assets$1,746,444

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

2023

Revenue$1,165,121
Expenses$1,179,539
Net Income-$14,418
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$1,165,121
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$1,760,862$1,746,444▼ $14,418
Cash and Non-Interest-Bearing Accounts$1,004,681$1,381,348▲ $376,667
Intangible Assets$637,644$526,683▼ $110,961
Prepaid Expenses and Deferred Charges$175,314$179,070▲ $3,756
Land, Buildings, and Equipment, Net$5,095$4,420▼ $675
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$1,822,934$2,091,521▲ $268,587
Liabilities
Deferred Revenue$35,600$292,886▲ $257,286
Accounts Payable and Accrued Expenses$17,472$43,191▲ $25,719
Other Liabilities$9,000$9,000→ $0
Total Liabilities$62,072$345,077▲ $283,005
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,760,862$1,746,444▼ $14,418
Total Liabilities and Net Assets / Fund Balance$1,822,934$2,091,521▲ $268,587

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,420$12,476$16,896
Compensation and Service Providers

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
$1,139,515
Investment Income
$25,606
Other Revenue
$0
Change in Net Assets
$-14,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$650,118
Salaries, Compensation, and Employee Benefits$529,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$338,142--$338,142
Current Officers, Directors, Trustees, and Key Employees$300,009--$300,009
Depreciation Depletion$173,947--$173,947
Other Salaries and Wages$125,992--$125,992
Information Technology$104,428--$104,428
Other Employee Benefits$44,707--$44,707
Pension Plan Contributions$34,030--$34,030
Payroll Taxes$24,683--$24,683
Fees for Services Accounting-$9,170-$9,170
Office Expenses-$5,542-$5,542
Fees for Services Other-$4,773-$4,773
Insurance-$2,519-$2,519
Occupancy-$674-$674
Other Expenses-$500-$500
Total Functional Expenses$1,145,938$33,601$0$1,179,539
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
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
2024-01-30
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
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0179070
IRS990/PrincipalOfficerNm0LISA MASON PULLMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01139515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01139515
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01145938
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08994
IRS990/PYOtherExpensesAmt0540602
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01064499
IRS990/PYRevenuesLessExpensesAmt028365
IRS990/PYSalariesCompEmpBnftPaidAmt0504526
IRS990/PYTotalExpensesAmt01045128
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01073493
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-14418
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01139515
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01760862
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01746444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01139515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01064499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0901500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0920801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0893701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04920016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011083
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt081427
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98370
IRS990ScheduleA/PublicSupportPY170Pct00.98770
IRS990ScheduleA/PublicSupportTotal170Amt04920016
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01139515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01064499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0901500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0920801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0893701
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04920016
IRS990ScheduleA/TotalSupportAmt05001443
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04420
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012476
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04420
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/CompensationBasedOnRltdOrgsAmt0300009
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt027730
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt044707
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA MASON PULLMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0372446
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/TotalAssetsBOYAmt01822934
IRS990/TotalAssetsEOYAmt02091521
IRS990/TotalAssetsGrp/BOYAmt01822934
IRS990/TotalAssetsGrp/EOYAmt02091521
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033601
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01145938
IRS990/TotalFunctionalExpensesGrp/TotalAmt01179539
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt062072
IRS990/TotalLiabilitiesEOYAmt0345077
IRS990/TotalLiabilitiesGrp/BOYAmt062072
IRS990/TotalLiabilitiesGrp/EOYAmt0345077
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01760862
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01746444
IRS990/TotalOtherCompensationAmt072437
IRS990/TotalOtherProgSrvcExpenseAmt01145938
IRS990/TotalProgramServiceExpensesAmt01145938
IRS990/TotalProgramServiceRevenueAmt01139515
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025606
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01139515
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01165121
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01822934
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02091521
IRS990/TotReportableCompRltdOrgAmt0300009
IRS990/TravelGrp/ProgramServicesAmt0338142
IRS990/TravelGrp/TotalAmt0338142
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

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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

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