Civic Intelligence

The Exchange Network

EIN 56-2087804 • 501(c)6 • Columbia, SC

Profile

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.

Pmb 336 10120 Two Notch RoadColumbia, SC 29223-4395

www.theexchangenetwork.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

8th percentile

-86%

Higher net margin than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

14th percentile

-49%

Faster asset growth than 14% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-64%

Faster revenue growth than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$78,514

Down $17,060 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$78,514

Down $17,060 (-18%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin8th percentile

Revenue

Down

$123,382

Down $18,007 (-13%) from 2023

Expenses

Down

$140,442

Down $14,966 (-9.6%) from 2023

Net Income

Down

-$17,060

Down $3,041 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$78,514
Liabilities$0
Net Assets$78,514
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$123,382
Expenses$140,442
Net Income-$17,060
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,514
Liabilities
$0
Net assets
$78,514
Revenue
$123,382
Expenses
$140,442
Net income
-$17,060
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$123,382
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.

Program Services

DescriptionGrantsExpenses
PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION, EXPERIENCE AND IDEAS AMONG MEMBERS ON ALL FACETS OF INVESTMENT AND WEALTH MANAGEMENT, INCLUDING COMPLIANCE, MANAGEMENT, OPERATIONS, TECHNOLOGY, PRODUCT DEVELOPMENT AND OVERALL EXPERTISE.$0$0
SERVING AS A LIASON FOR SHARING ISSUES AND CONCERNS WITH INDUSTRY LEADERS AND VENDORS$0$0
TRAINING AND EDUCATING MEMBERS ON TOPICS PERTINENT TO THE INVESTMENT AND WEALTH MANAGEMENT FIELD$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON GUTHRIEMember-$0--
DONNA PALUMBOSecretary-$0--
RAMA BALASUBRAMANIANPresident-$0--
JENNIFER KELLEYVice President-$0--
ALISA MILLERDTreasurer-$0--
ANN MASSEYSenior Advisor-$0--
Filing and Contact Details

Filer

Filer Name
The Exchange Network
EIN
56-2087804
Phone
8882416881
Address
PMB 336 10120 TWO NOTCH ROAD, COLUMBIA, SC 29223-4395

Signing Officer

Name
Jennifer Litchfield
Title
President
Phone
8882416881
Signed
2025-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Llcpllc
Address
1901 MAIN STREET SUITE 900, COLUMBIA, SC 29201
Preparer
Janice a Ratica
Phone
8032560002
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 33.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising. Amount: 60. Description: office expense. Amount: 1,365. Description: it. Amount: 15,288. Description: travel. Amount: 2,826. Description: conference/meetings. Amount: 44,359. Total to form 990-ez, line 16: 63,898.”

Raw XML Appendix132 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALISSA MILLERD
IRS990EZ/BooksInCareOfDetail/PhoneNum08882416881
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PMB 336 10120 TWO NOTCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0292234395
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078514
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-17060
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022222
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt078514
IRS990EZ/GrossReceiptsAmt0123382
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt058349
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095574
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078514
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095574
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078514
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA PALUMBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAMA BALASUBRAMANIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALISA MILLERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN MASSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SENIOR ADVISOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063898
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramServiceRevenueAmt065000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION, EXPERIENCE AND IDEAS AMONG MEMBERS ON ALL FACETS OF INVESTMENT AND WEALTH MANAGEMENT, INCLUDING COMPLIANCE, MANAGEMENT, OPERATIONS, TECHNOLOGY, PRODUCT DEVELOPMENT AND OVERALL EXPERTISE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVING AS A LIASON FOR SHARING ISSUES AND CONCERNS WITH INDUSTRY LEADERS AND VENDORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TRAINING AND EDUCATING MEMBERS ON TOPICS PERTINENT TO THE INVESTMENT AND WEALTH MANAGEMENT FIELD
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt054322
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0140442
IRS990EZ/TotalRevenueAmt0123382
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.THEEXCHANGENETWORK.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 33.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 60. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,365. DESCRIPTION: IT. AMOUNT: 15,288. DESCRIPTION: TRAVEL. AMOUNT: 2,826. DESCRIPTION: CONFERENCE/MEETINGS. AMOUNT: 44,359. TOTAL TO FORM 990-EZ, LINE 16: 63,898.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER LITCHFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08882416881
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EXCHANGE NETWORK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0F/K/A AUG THE EXCHANGE
ReturnHeader/Filer/BusinessNameControlTxt0EXCH
ReturnHeader/Filer/EIN0562087804
ReturnHeader/Filer/PhoneNum08882416881
ReturnHeader/Filer/USAddress/AddressLine1Txt0PMB 336 10120 TWO NOTCH ROAD
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0292234395
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE A RATICA
ReturnHeader/ReturnTs02025-12-15T09:33:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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