Civic Intelligence

Orleans Community Exchange Inc.

990 • Fiscal year 2023 • EIN 47-1237733

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 11, 2024

Organization ProfileN/A
PO Box 2542Orleans, MA 02653

(508) 237-4794

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-20%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-11%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

65%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$27,895

Down $3,591 (-11%) from 2022

Net Assets

Down

$27,895

Down $3,591 (-11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

Up

$18,086

Up $7,149 (+65%) from 2022

Expenses

Down

$21,677

Down $7,318 (-25%) from 2022

Net Income

Up

-$3,591

Up $14,467 (+80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80K$60K$40K$20K$0Assets 2014: $32,341Liabilities 2014: $0Net Assets 2014: $32,3412014Assets 2015: $35,163Liabilities 2015: $0Net Assets 2015: $35,1632015Assets 2019: $72,308Liabilities 2019: $0Net Assets 2019: $72,3082019Assets 2020: $54,903Liabilities 2020: $0Net Assets 2020: $54,9032020Assets 2021: $49,132Liabilities 2021: $0Net Assets 2021: $49,1322021Assets 2022: $31,486Liabilities 2022: $0Net Assets 2022: $31,4862022Assets 2023: $27,895Liabilities 2023: $0Net Assets 2023: $27,8952023

Highlighted filing

2023

Assets$27,895
Liabilities$0
Net Assets$27,895
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $42,066Expenses 2014: $46,400Net Income 2014: -$4,3342014Revenue 2015: $52,219Expenses 2015: $49,397Net Income 2015: $2,8222015Revenue 2019: $122,694Expenses 2019: $112,874Net Income 2019: $9,8202019Revenue 2020: $18,298Expenses 2020: $35,703Net Income 2020: -$17,4052020Revenue 2021: $22,185Expenses 2021: $27,956Net Income 2021: -$5,7712021Revenue 2022: $10,937Expenses 2022: $28,995Net Income 2022: -$18,0582022Revenue 2023: $18,086Expenses 2023: $21,677Net Income 2023: -$3,5912023

Highlighted filing

2023

Revenue$18,086
Expenses$21,677
Net Income-$3,591
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 11, 2024
Return Version
2023v5.1
Gross Receipts
$18,086
Mission and Program Overview

Mission

The mission of the orleans community exchange inc is to provide scholarship funding to deserving nauset regional high school and cape cod regional technical high school students. Members of the exchange are volunteers who work collaboratively to fundraise which funds the scholarships needs.

To provide scholarships to deserving students from nauset regional and cape cod tech high schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$31,486$27,895▼ $3,591
Rtn Earn Endowment Incm Other Fnds$31,486$27,895▼ $3,591
Total Assets$31,486$27,895▼ $3,591
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,486$27,895▼ $3,591
Total Liabilities and Net Assets / Fund Balance$31,486$27,895▼ $3,591
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Mary Ellen MurzynPresident
Sue SilverClerk
Margo CathieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,083
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$0
Change in Net Assets
$-3,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,500
Other Expenses$4,177
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$17,500
Occupancy---$3,646
Fees for Services Accounting---$350
Office Expenses---$166
Fees for Services Other---$15
Total Functional Expenses$0$0$0$21,677
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Filing and Contact Details

Filer

Filer Name
Orleans Community Exchange
EIN
47-1237733
Phone
5082374794
Address
PO BOX 2542, Orleans, MA 02653

Signing Officer

Name
Margo Cathie
Title
Treasurer
Phone
5082374794
Signed
2024-06-11
Discuss with paid preparer
No

Organization Details

Principal Officer
Margo Cathie
Formed
2014
Legal Domicile
Ma
Voting Board Members
27
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Hrb Tax Group Inc
Address
CHC PILOT 3 WFA, KANSAS CITY, MO 64105
Preparer
Debra Lipson
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part III Line 4A

“17500 given out in scholarships”

Raw XML Appendix266 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS FROM NAUSET REGIONAL AND CAPE COD TECH HIGH SCHOOLS
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MARGO CATHIE
IRS990/BooksInCareOfDetail/PhoneNum05082374794
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt016 WHITE PINES DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Eastham
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002642
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CYInvestmentIncomeAmt03
IRS990/CYOtherExpensesAmt04177
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-3591
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018086
IRS990/DAFExcessBusinessHoldingsInd0false
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/FeesForServicesAccountingGrp/TotalAmt0350
IRS990/FeesForServicesOtherGrp/TotalAmt015
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm2SUE SILVER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CLERK
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt015266
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt017500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt017500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt018086
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02817
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE ORLEANS COMMUNITY EXCHANGE INC IS TO PROVIDE SCHOLARSHIP FUNDING TO DESERVING NAUSET REGIONAL HIGH SCHOOL AND CAPE COD REGIONAL TECHNICAL HIGH SCHOOL STUDENTS. MEMBERS OF THE EXCHANGE ARE VOLUNTEERS WHO WORK COLLABORATIVELY TO FUNDRAISE WHICH FUNDS THE SCHOLARSHIPS NEEDS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt031486
IRS990/NetAssetsOrFundBalancesEOYAmt027895
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt03646
IRS990/OfficeExpensesGrp/TotalAmt0166
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARGO CATHIE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010933
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025500
IRS990/PYInvestmentIncomeAmt04
IRS990/PYOtherExpensesAmt03495
IRS990/PYRevenuesLessExpensesAmt0-18058
IRS990/PYTotalExpensesAmt028995
IRS990/PYTotalRevenueAmt010937
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-3591
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031486
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027895
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031486
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03768
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt053
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99580
IRS990ScheduleA/PublicSupportTotal170Amt012708
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02816
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04099
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03768
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012708
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt017500 GIVEN OUT IN SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III LINE 4A
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IRS990/TotalGrossUBIAmt00
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IRS990/USAddress/ZIPCd002642
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGO CATHIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05082374794
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORLEANS COMMUNITY EXCHANGE
ReturnHeader/Filer/BusinessNameControlTxt0ORLE
ReturnHeader/Filer/EIN0471237733
ReturnHeader/Filer/PhoneNum05082374794
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2542
ReturnHeader/Filer/USAddress/CityNm0Orleans
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002653
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0CHC PILOT 3 WFA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra Lipson
ReturnHeader/ReturnTs02024-08-13T17:27:39Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,895
Liabilities
$0
Net assets
$27,895
Revenue
$18,086
Expenses
$21,677
Net income
-$3,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.18$0.22$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.11$0.29$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.22$0.28$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.18$0.36$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$1.23$1.13$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.52$0.49$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.42$0.46$0.04