Civic Intelligence

Needham Exchange Foundation Inc.

990 • Fiscal year 2022 • EIN 86-2768221

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 12, 2022

Organization ProfileN/A
P O Box 92508Needham, MA 02492

(617) 523-3330

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

24th percentile

-17%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-88%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$102,080

Down $20,902 (-17%) from 2021

Net Assets

Down

$102,080

Down $20,902 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin87th percentile

Revenue

Down

$15,228

Down $109,772 (-88%) from 2021

Expenses

Up

$8,384

Up $6,365 (+315%) from 2021

Net Income

Down

$6,844

Down $116,137 (-94%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$150K$100K$50K$0Assets 2021: $122,982Liabilities 2021: $0Net Assets 2021: $122,9822021Assets 2022: $102,080Liabilities 2022: $0Net Assets 2022: $102,0802022Assets 2023: $112,582Liabilities 2023: $0Net Assets 2023: $112,5822023Assets 2024: $110,085Liabilities 2024: $0Net Assets 2024: $110,0852024Assets 2025: $100,535Liabilities 2025: $0Net Assets 2025: $100,5352025

Highlighted filing

2022

Assets$102,080
Liabilities$0
Net Assets$102,080
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $125,000Expenses 2021: $2,019Net Income 2021: $122,9812021Revenue 2022: $15,228Expenses 2022: $8,384Net Income 2022: $6,8442022Revenue 2023: -$329Expenses 2023: $3,914Net Income 2023: -$4,2432023Revenue 2024: $11,538Expenses 2024: $14,035Net Income 2024: -$2,4972024Revenue 2025: $9,635Expenses 2025: $22,571Net Income 2025: -$12,9362025

Highlighted filing

2022

Revenue$15,228
Expenses$8,384
Net Income$6,844
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 12, 2022
Return Version
2021v4.2
Gross Receipts
$28,977
Mission and Program Overview

Mission

The needham exchange foundation (nxf) seeks to foster and enhance the lives of all needham residents, spanning different age groups, through a diverse range of initiatives. Working in conjunction with the needham exchange club, nxf supports programs that include, but are not limited to, granting academic awards and scholarships, funding child abuse prevention (cap) initiatives, and providing services and activities for seniors in our community. The needham exchange foundation strives to create a vibrant and supportive community where every resident can thrive.

The foundation is organized to foster and improve the lives of youth by sponsoring educational programming, scholarship programs, specifically aimed at preventing child abuse and other related activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$74,287-
Cash and Non-Interest-Bearing Accounts$122,982$27,793▼ $95,189
Total Assets$122,982$102,080▼ $20,902
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$122,982$102,080▼ $20,902
Total Net Assets Fund Balance$122,982$102,080▼ $20,902
Total Liabilities and Net Assets / Fund Balance$122,982$102,080▼ $20,902
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Paul DeeleyPresident and Director
James RuelbachClerk and Director
Anne CarlsonDirector
Judi QuagliaroliDirector
Leslie RenzulliDirector
Gerald C RovnerTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$13,195
Program Service Revenue
$0
Investment Income
$2,033
Other Revenue
$0
All Other Contributions
$13,195
Change in Net Assets
$6,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,634
Grants and Similar Amounts Paid$3,750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,750--$3,750
Office Expenses-$174-$174
Other Expenses$3,745$30-$30
Total Functional Expenses$7,495$889$0$8,384
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 tax return is reviewed by the treasurer and others on the board before signing”

Form 990, Part VI, Section B, Line 12C

“The board members are required to disclose their conflicts of interest upon becoming board members and the president asks if there are any conflicts of interest at every bord meeting”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Needham Exchange Foundation Inc
EIN
86-2768221
Phone
6175233330
Address
P O BOX 92508, NEEDHAM, MA 02492

Signing Officer

Name
Gerald C Rovner
Title
Treasurer
Phone
6175233330
Signed
2022-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald C Rovner
Formed
2021
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Raffol and Company Inc
Address
105 CHESTNUT ST SUITE 11, NEEDHAM, MA 02492
Preparer
Kenneth Raffol
Phone
7814444926
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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/ActivityOrMissionDesc0THE FOUNDATION IS ORGANIZED TO FOSTER AND IMPROVE THE LIVES OF YOUTH BY SPONSORING EDUCATIONAL PROGRAMMING, SCHOLARSHIP PROGRAMS, SPECIFICALLY AIMED AT PREVENTING CHILD ABUSE AND OTHER RELATED ACTIVITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE TREASURER AND OTHERS ON THE BOARD BEFORE SIGNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE THEIR CONFLICTS OF INTEREST UPON BECOMING BOARD MEMBERS AND THE PRESIDENT ASKS IF THERE ARE ANY CONFLICTS OF INTEREST AT EVERY BORD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015228
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0122982
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0102080
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 92508
IRS990/USAddress/CityNm0NEEDHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002492
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD C ROVNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06175233330
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEEDHAM EXCHANGE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEED
ReturnHeader/Filer/EIN0862768221
ReturnHeader/Filer/PhoneNum06175233330
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 92508
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471096596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAFFOL AND COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 CHESTNUT ST SUITE 11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002492
ReturnHeader/PreparerPersonGrp/PhoneNum07814444926
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH RAFFOL
ReturnHeader/ReturnTs02022-09-12T15:35:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROVNER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,080
Liabilities
$0
Net assets
$102,080
Revenue
$15,228
Expenses
$8,384
Net income
$6,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.10$0.23$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.12$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.00$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.15$0.08$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$1.25$0.02$1.23