Civic Intelligence

The Exchange Network F/K/A Aug the Exchange

990 • Fiscal year 2017 • EIN 56-2087804

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileWWW.AUGTHEEXCHANGE.COM
Pmb 336 10120 Two Notch RoadColumbia, SC 29223-4395

(803) 419-5192

Siviq Scores

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

Liabilities / Assets

87th percentile

0.34x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$91,875

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

$363,296

No earlier filing loaded for comparison.

Net Assets

$241,448

No earlier filing loaded for comparison.

Liabilities

$121,848

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin72nd percentile

Revenue

$385,837

No earlier filing loaded for comparison.

Expenses

$341,024

No earlier filing loaded for comparison.

Net Income

$44,813

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2017: $363,296Liabilities 2017: $121,848Net Assets 2017: $241,4482017Assets 2018: $275,555Liabilities 2018: $139,270Net Assets 2018: $136,2852018Assets 2019: $313,750Liabilities 2019: $43,354Net Assets 2019: $270,3962019Assets 2020: $195,183Liabilities 2020: $15,034Net Assets 2020: $180,1492020Assets 2021: $104,091Liabilities 2021: $12,663Net Assets 2021: $91,4282021Assets 2022: $109,591Liabilities 2022: $0Net Assets 2022: $109,5912022Assets 2023: $95,574Liabilities 2023: $0Net Assets 2023: $95,5742023Assets 2024: $78,514Liabilities 2024: $0Net Assets 2024: $78,5142024

Highlighted filing

2017

Assets$363,296
Liabilities$121,848
Net Assets$241,448
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2017: $385,837Expenses 2017: $341,024Net Income 2017: $44,8132017Revenue 2018: $328,715Expenses 2018: $392,872Net Income 2018: -$64,1572018Revenue 2019: $487,840Expenses 2019: $353,729Net Income 2019: $134,1112019Revenue 2020: $269,781Expenses 2020: $367,439Net Income 2020: -$97,6582020Revenue 2021: $130,430Expenses 2021: $219,151Net Income 2021: -$88,7212021Revenue 2022: $239,569Expenses 2022: $232,060Net Income 2022: $7,5092022Revenue 2023: $141,389Expenses 2023: $155,408Net Income 2023: -$14,0192023Revenue 2024: $123,382Expenses 2024: $140,442Net Income 2024: -$17,0602024

Highlighted filing

2017

Revenue$385,837
Expenses$341,024
Net Income$44,813
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$385,837
Mission and Program Overview

Mission

To create a member network which offers a forum for interactions on industry-related topics, provides opportunities to collaborate on tips, tricks and industry best practices, and channels feedback to industry service providers.

To be the core person-to-person networking resource for the wealth & investment management industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$241,448▲ $241,448
Savings and Temporary Cash Investments-$194,109-
Accounts Receivable-$103,407-
Cash and Non-Interest-Bearing Accounts-$16,206-
Prepaid Expenses and Deferred Charges-$8,320-
Land, Buildings, and Equipment, Net$0$248▲ $248
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$363,296▲ $363,296
Other Assets Total$0$41,006▲ $41,006
Liabilities
Deferred Revenue-$119,368-
Accounts Payable and Accrued Expenses-$2,480-
Total Liabilities$0$121,848▲ $121,848
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$241,448▲ $241,448
Total Liabilities and Net Assets / Fund Balance$0$363,296▲ $363,296

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$248$3,018$3,266
Other Assets Org$41,006--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer LitchfieldExecutive DirectorFT$87,500$4,375$91,875

Board Members and Trustees

NameTitle
Melissa M GilbertsonPresident/director
Jason AbelowitzVice President/director
Ann MasseyDirector
Byron GilbertDirector
Christopher BowenDirector
Clare RetrumDirector
Heather SevillanoDirector
John StilesDirector
Michelle McdonoughDirector
Thomas W Harmke IiDirector
Aimee HauffSecretary/director
Mark ParkerTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$385,567
Investment Income
$270
Other Revenue
$0
Change in Net Assets
$44,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,290
Salaries, Compensation, and Employee Benefits$113,734
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$92,989
Current Officers, Directors, Trustees, and Key Employees---$91,875
Fees for Services Other---$64,162
Fees for Services Accounting---$18,669
Information Technology---$12,996
Office Expenses---$12,059
Other Salaries and Wages---$9,167
Payroll Taxes---$8,755
Travel---$8,619
Other Expenses---$6,880
Advertising---$6,145
Pension Plan Contributions---$3,937
Insurance---$2,931
Fees for Services Legal---$1,286
Depreciation Depletion---$554
Total Functional Expenses$0$0$0$341,024
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kent LawsonKent Lawson Is Former Treasurer of the Board .Kent Lawson Is Former Treasurer on the Board and Helped Manage Day to Day Operations Through August 1, 2017.No$20,100
Joyce LawsonJoyce Lawson Is the Wife of Former Treasurer, Kent LawsonJoyce Lawson Is the Wife of the Former Treasurer on the Board and Helps Manage the Day to Day Operations of the Organization.No$13,542
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 full board will receive a copy of the 990 for review prior to filing.”

Form 990, Part VI, Section B, Line 15A

“The independent board determines the compensation for the executive director using comparable data of similarly situated organizations in the same geographical area. All discussions are documented.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflicts of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Aug the Exchange
EIN
56-2087804
Phone
8034195192
Address
PMB 336 10120 TWO NOTCH ROAD, COLUMBIA, SC 29223-4395

Signing Officer

Name
Mark Parker
Title
Treasurer
Phone
8034195192
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Parker
Formed
1998
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
15

Preparer

Firm
Elliott Davis Llcpllc
Address
1901 MAIN STREET SUITE 900, COLUMBIA, SC 29201
Preparer
Denise P Hill
Phone
8032560002
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract labor 62,169. Payroll processing fees 1,362. Other professional fees 631.”

FORM 990, PART XI, LINE 9:

“Retained earnings from c corporation 196,635.”

Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
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IRS990/MissionDesc0TO CREATE A MEMBER NETWORK WHICH OFFERS A FORUM FOR INTERACTIONS ON INDUSTRY-RELATED TOPICS, PROVIDES OPPORTUNITIES TO COLLABORATE ON TIPS, TRICKS AND INDUSTRY BEST PRACTICES, AND CHANNELS FEEDBACK TO INDUSTRY SERVICE PROVIDERS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SERVING AS A LIASON FOR SHARING ISSUES AND CONCERNS WITH INDUSTRY LEADERS AND VENDORS
IRS990/ProgSrvcAccomActy3Grp/Desc0TRAINING AND EDUCATING MEMBERS ON TOPICS PERTINENT TO THE INVESTMENT AND WEALTH MANAGEMENT FIELD
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CONDUCTING AN ANNUAL ASSET MANAGEMENT OPERATIONS AND COMPENSATION SURVEY, WHICH HIGHLIGHTS EMERGING TRENDS AND PROVIDES BENCHMARKING DATA THAT CAN HELP ASSET MANAGEMENT EXECUTIVES MAKE KEY DECISIONS.
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt041006
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED TAXES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0248
IRS990ScheduleD/TotalBookValueOtherAssetsAmt041006
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KENT LAWSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JOYCE LAWSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0KENT LAWSON IS FORMER TREASURER OF THE BOARD .
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1JOYCE LAWSON IS THE WIFE OF FORMER TREASURER, KENT LAWSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt020100
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt113542
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0KENT LAWSON IS FORMER TREASURER ON THE BOARD AND HELPED MANAGE DAY TO DAY OPERATIONS THROUGH AUGUST 1, 2017.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1JOYCE LAWSON IS THE WIFE OF THE FORMER TREASURER ON THE BOARD AND HELPS MANAGE THE DAY TO DAY OPERATIONS OF THE ORGANIZATION.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FULL BOARD WILL RECEIVE A COPY OF THE 990 FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INDEPENDENT BOARD DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR USING COMPARABLE DATA OF SIMILARLY SITUATED ORGANIZATIONS IN THE SAME GEOGRAPHICAL AREA. ALL DISCUSSIONS ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT LABOR 62,169. PAYROLL PROCESSING FEES 1,362. OTHER PROFESSIONAL FEES 631.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RETAINED EARNINGS FROM C CORPORATION 196,635.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0363296
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0363296
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341024
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0121848
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0121848
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0241448
IRS990/TotalOtherCompensationAmt04375
IRS990/TotalProgramServiceRevenueAmt0385567
IRS990/TotalReportableCompFromOrgAmt087500
IRS990/TotalRevenueGrp/ExclusionAmt0270
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0385567
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0385837
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0363296
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08619
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PMB 336 10120 TWO NOTCH ROAD
IRS990/USAddress/CityNm0COLUMBIA
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd0292234395
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.AUGTHEEXCHANGE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034195192
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUG THE EXCHANGE
ReturnHeader/Filer/BusinessNameControlTxt0AUGT
ReturnHeader/Filer/EIN0562087804
ReturnHeader/Filer/PhoneNum08034195192
ReturnHeader/Filer/USAddress/AddressLine1Txt0PMB 336 10120 TWO NOTCH ROAD
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0292234395
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06EB5F5C80E0F6C64E6DD720EDB3C390A3024E2B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EF0F7A8BC2EB8E0536A023A5FECE1D2E57D57477
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.129.204.51
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:26:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 MAIN STREET SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029201
ReturnHeader/PreparerPersonGrp/PhoneNum08032560002
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE P HILL
ReturnHeader/ReturnTs02018-11-12T16:03:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,296
Liabilities
$121,848
Net assets
$241,448
Revenue
$385,837
Expenses
$341,024
Net income
$44,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.23$1.40$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.41$1.55$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$2.40$2.32$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.13$0.91$1.30$2.19$0.89
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.15$1.80$2.70$3.67$0.98
2019Summary only. Only limited summary data is available for this year.$3.14$0.43$2.70$4.88$3.54$1.34
2018Detailed filing. Detailed filing data is available for this year.$2.76$1.39$1.36$3.29$3.93$0.64
2017Detailed filing. Detailed filing data is available for this year.$3.63$1.22$2.41$3.86$3.41$0.45