EXCHANGE INC (EIN 941591203) - 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

1972

Legal Domicile

Principal Officer

SCOTT LEARY

Phone

5104838880

Tax Period

2023-01-01 to 2023-12-31

EXCHANGE INC, founded in 1972, is a micro nonprofit that reported $122K in total revenue in fiscal year 2023.

Mission

TO PURCHASE, ACQUIRE, OWN, HOLD, LEASE, OPERATE, AND OTHERWISE DEAL IN ANY AND ALL LANDS, IMPROVED AND UNIMPROVED, AND BUILDINGS FOR THE BENEFIT OF THE BAY AREA BUILDERS EXCHANGE, A RELATED 501(C)(6) NON-PROFIT CORPORATION

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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 $0

Investment Income $0

Other Revenue $-122,274

TOTAL REVENUE $-122,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,372

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-122,274	$-193,317	-0.4%
Expenses	N/A	N/A	N/A
Net Income	N/A	$-193,317	N/A

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOM MILES	President	2.00	Officer Director	$0	$0	$0
JOHN ROEBER	Secretary	2.00	Officer Director	$0	$0	$0

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	$-122,274	No data	$3,471,675	No data
2022	$-193,317	No data	$3,472,909	No data
2021	$-192,076	No data	$3,588,726	No data
2020	$-448,895	No data	$3,877,332	No data
2019	$743,909	No data	$2,205,658	No data
2018	$-94,172	No data	$2,091,414	No data

EXCHANGE INC