INDEPENDENT SCHOOL DATA EXCHANGE INC (EIN 455300380) - 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

2012

Legal Domicile

Principal Officer

LISA MASON PULLMAN

Phone

6174138382

Tax Period

2023-07-01 to 2024-06-30

INDEPENDENT SCHOOL DATA EXCHANGE INC, founded in 2012, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

THE MISSION IS THE COLLECTION AND ANALYSIS OF DATA RELATING TO INDEPENDENT SCHOOLS AND THE PREPARATION AND DISTRIBUTION OF SURVEYS AND REPORTS TO SUCH SCHOOLS, RELATING TO SUCH DATA.

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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 $0

Program Service Revenue $1,455,205

Investment Income $60,276

Other Revenue $0

TOTAL REVENUE $1,515,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $657,598

Fundraising Expenses $0

Program Expenses $1,454,742

Other Expenses $833,158

TOTAL EXPENSES $1,490,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,515,481	$1,165,121	+0.3%
Expenses	$1,490,756	$1,179,539	+0.3%
Net Income	$24,725	$-14,418	-2.7%

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

N/A

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

Total Directors

Key Employees

$490,472

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN ALDRIDGE	SECRETARY	0.00	Director	$0	$0	$0
SHELLY LUKE WILLE	DIRECTOR/BOARD MEMBER	0.00	Officer Director	$0	$0	$0
ANDY ABBOTT	DIRECTOR/BOARD MEMBER	0.00	Director	$0	$0	$0
BILL AUERSWALD	DIRECTOR/BOARD MEMBER	0.00	Director	$0	$0	$0
SHERRIE VOELKEL	DIRECTOR/BOARD MEMBER	0.00	Officer Director	$0	$0	$0
VERONICA CODRINGTON-CAZEAU	CHAIR	0.00	Officer Director	$0	$0	$0
JULIA POSTERARO	DIRECTOR/BOARD MEMBER	0.00	Director	$0	$0	$0
MIKE DAVIS	VICE CHAIR	0.00	Director	$0	$0	$0
JULIA GABRIELE	DIRECTOR/BOARD MEMBER	0.00	Director	$0	$0	$0
STUART GULLEY	DIRECTOR/BOARD MEMBER	0.00	Director	$0	$0	$0
MARGARET RANDAZZO	TREASURER	0.00	Officer Director	$0	$0	$0
NATALIA HERNANDEZ	DIRECTOR/BOARD MEMBER	0.00	Director	$0	$0	$0
LISA MASON PULLMAN	EXECUTIVE DIRECTOR	40.00	Key Emp	$410,004	$80,468	$490,472

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
2025	No data	No data	No data	No data
2024	$1,515,481	$1,490,756	$1,952,776	$24,725
2023	$1,165,121	$1,179,539	$2,091,521	$-14,418
2022	$1,073,493	$1,045,128	$1,822,934	$28,365
2021	$915,921	$780,548	$1,984,664	$135,373
2020	$942,124	$863,792	$1,781,989	$78,332
2019	$904,784	$829,183	$1,598,392	$75,601
2018	$860,849	$751,381	$2,060,224	$109,468

INDEPENDENT SCHOOL DATA EXCHANGE INC