EXCHANGE ARTS DBA THE EXCHANGE (EIN 270980463) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

OREN HELBOK

Phone

5703172596

Tax Period

2023-01-01 to 2023-12-31

EXCHANGE ARTS DBA THE EXCHANGE, founded in 2009, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $99K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $135K exceeded revenue, resulting in a 36% operating deficit.

Mission

THE EXCHANGE IS AN ORGANIZATION DEDICATED TO BRINGING THE ARTS TO ALL COMMUNITIES THROUGHOUT OUR REGION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $56,480

Program Service Revenue $8,809

Investment Income $34,165

Other Revenue $29

TOTAL REVENUE $99,483

Expense Breakdown

Grants Paid $250

Salaries & Benefits $64,081

Fundraising Expenses $6,751

Program Expenses $106,616

Other Expenses $70,986

TOTAL EXPENSES $135,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,483	$81,305	+0.2%
Expenses	$135,317	$118,964	+0.1%
Net Income	$-35,834	$-37,659	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$51,674

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH NESPOLI	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHELBY KELLNER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KEVIN DREWENCKI	TREASURER	2.00	Officer Director	$0	$0	$0
CHARISSE BALDORIA	DIRECTOR	2.00	Director	$0	$0	$0
LEAH BEDROSIAN PETERMAN	DIRECTOR	2.00	Director	$0	$0	$0
SHANE KIEFER	DIRECTOR	2.00	Director	$0	$0	$0
CODY MEAD	DIRECTOR	2.00	Director	$0	$0	$0
DAVID MILLER	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN SPIES	DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE VELKOFF	DIRECTOR	2.00	Director	$0	$0	$0
KAYLA WILKERSON	DIRECTOR	2.00	Director	$0	$0	$0
OREN HELBOK	EXECUTIVE DIRECTOR	40.00	Officer	$50,228	$1,446	$51,674

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$99,483	$135,317	$744,091	$-35,834
2022	$81,305	$118,964	$768,076	$-37,659
2021	$130,272	$106,401	$879,240	$23,871
2020	$94,337	$102,733	$833,093	$-8,396
2019	$82,780	$136,681	$844,291	$-53,901

EXCHANGE ARTS DBA THE EXCHANGE