Civic Intelligence

The Exchange Network F/K/A Aug the Exchange

990 • Fiscal year 2018 • EIN 56-2087804

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization ProfileWWW.AUGTHEEXCHANGE.ORG
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

92nd percentile

0.51x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.42x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$91,875

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-24%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$275,555

Down $87,741 (-24%) from 2017

Net Assets

Down

$136,285

Down $105,163 (-44%) from 2017

Liabilities

Up

$139,270

Up $17,422 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin14th percentile

Revenue

Down

$328,715

Down $57,122 (-15%) from 2017

Expenses

Up

$392,872

Up $51,848 (+15%) from 2017

Net Income

Down

-$64,157

Down $108,970 (-243%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2018

Assets$275,555
Liabilities$139,270
Net Assets$136,285
Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

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

2018

Revenue$328,715
Expenses$392,872
Net Income-$64,157
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$328,715
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
Savings and Temporary Cash Investments$194,109$182,304▼ $11,805
Rtn Earn Endowment Incm Other Fnds$241,448$136,285▼ $105,163
Accounts Receivable$103,407$65,529▼ $37,878
Cash and Non-Interest-Bearing Accounts$16,206$27,722▲ $11,516
Prepaid Expenses and Deferred Charges$8,320$0▼ $8,320
Land, Buildings, and Equipment, Net$248$0▼ $248
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$363,296$275,555▼ $87,741
Other Assets Total$41,006$0▼ $41,006
Liabilities
Deferred Revenue$119,368$111,887▼ $7,481
Accounts Payable and Accrued Expenses$2,480$27,383▲ $24,903
Total Liabilities$121,848$139,270▲ $17,422
Net Assets / Fund Balance
Total Net Assets Fund Balance$241,448$136,285▼ $105,163
Total Liabilities and Net Assets / Fund Balance$363,296$275,555▼ $87,741

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,266$3,266
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
John StilesPresident/director
Aimee HauffDirector
Christopher BowenDirector
Clare RetrumDirector
Heather SevillanoDirector
Jason AbelowitzDirector
Melissa GilbertsonDirector
Michelle McdonoughDirector
Megan SnyderSecretary/director
Mark ParkerTreasurer/director
Ann MasseySenior Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$328,490
Investment Income
$225
Other Revenue
$0
Change in Net Assets
$-64,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,630
Salaries, Compensation, and Employee Benefits$126,242
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$135,321
Current Officers, Directors, Trustees, and Key Employees---$91,875
Fees for Services Other---$43,152
Other Salaries and Wages---$25,000
Fees for Services Accounting---$21,120
Information Technology---$20,045
Travel---$14,762
Payroll Taxes---$9,367
Office Expenses---$6,430
Advertising---$5,092
Fees for Services Lobbying---$3,018
Insurance---$2,944
Other Expenses---$1,277
Depreciation Depletion---$248
Total Functional Expenses$0$0$0$392,872
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 15

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

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
Jason Abelowitz
Title
Treasurer
Phone
8034195192
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Abelowitz
Formed
1998
Legal Domicile
Sc
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
11

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 30,796. Payroll processing fees 1,834. Other professional fees 10,522.”

Raw XML Appendix369 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/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER/DIRECTOR
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03266
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
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.
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 30,796. PAYROLL PROCESSING FEES 1,834. OTHER PROFESSIONAL FEES 10,522.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0363296
IRS990/TotalAssetsEOYAmt0275555
IRS990/TotalAssetsGrp/BOYAmt0363296
IRS990/TotalAssetsGrp/EOYAmt0275555
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0392872
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0121848
IRS990/TotalLiabilitiesEOYAmt0139270
IRS990/TotalLiabilitiesGrp/BOYAmt0121848
IRS990/TotalLiabilitiesGrp/EOYAmt0139270
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0241448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0136285
IRS990/TotalOtherCompensationAmt04375
IRS990/TotalProgramServiceRevenueAmt0328490
IRS990/TotalReportableCompFromOrgAmt087500
IRS990/TotalRevenueGrp/ExclusionAmt0225
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0328490
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0328715
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0363296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0275555
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt014762
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PMB 336 10120 TWO NOTCH ROAD
IRS990/USAddress/CityNm0COLUMBIA
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd0292234395
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.AUGTHEEXCHANGE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON ABELOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034195192
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EF0F7A8BC2EB8E0536A023A5FECE1D2E57D57477
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.57.50.194
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:46:16
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/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE P HILL
ReturnHeader/ReturnTs02019-05-13T15:41:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,555
Liabilities
$139,270
Net assets
$136,285
Revenue
$328,715
Expenses
$392,872
Net income
-$64,157
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