Nonprofit · EIN 45-5300380
INDEPENDANT SCHOOL DATA EXCHANGE INC
Also known as INDEX
Tax-exempt · WILMINGTON, MA 01887
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,391,109 | $1,279,318 | $111,791 | $2,034,036 | $151,076 | $1,882,960 |
| June 30, 2024 | 990 | $1,515,481 | $1,490,756 | $24,725 | $1,952,776 | $181,607 | $1,771,169 |
| June 30, 2023 | 990 | $1,165,121 | $1,179,539 | -$14,418 | $2,091,521 | $345,077 | $1,746,444 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,320,301
- Investment income
- $70,808
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $380,000
- Other salaries and wages
- $141,000
- Salaries, compensation and benefits (total)
- $638,848
- Professional fundraising fees
- $0
- Accounting fees
- $10,680
- Occupancy
- $2,865
- Travel
- $343,287
- Depreciation
- $151,037
- Program services (functional)
- $1,238,367
- Management and general (functional)
- $40,951
Balance sheet and other
- Total assets, start of year
- $1,952,776
- Total assets, end of year
- $2,034,036
- Total liabilities, end of year
- $151,076
- Net assets, end of year
- $1,882,960
- Land, buildings and equipment
- $4,189
- Gross receipts
- $1,391,109
- Employees
- 2
- Volunteers
- 0
- Year formed
- 2012
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA MASON PULLMAN | EXECUTIVE DIRECTOR Key employee | 40 | $380,000 | $78,907 |
| KEN ALDRIDGE | SECRETARY Trustee or director | 0 | $0 | $0 |
| SHELLY LUKE WILLE | DIRECTOR/BOARD MEMBER Trustee or director, Officer | 0 | $0 | $0 |
| ANDY ABBOTT | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| BILL AUERSWALD | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| SHERRIE VOELKEL | DIRECTOR/BOARD MEMBER Trustee or director, Officer | 0 | $0 | $0 |
| VERONICA CODRINGTON-CAZEAU | CHAIR Trustee or director, Officer | 0 | $0 | $0 |
| JULIA POSTERARO | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MIKE DAVIS | VICE CHAIR Trustee or director | 0 | $0 | $0 |
| JULIA GABRIELE | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| STUART GULLEY | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MARGARET RANDAZZO | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| NATALIA HERNANDEZ | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA MASON PULLMAN | EXECUTIVE DIRECTOR Key employee | 40 | $410,004 | $80,468 |
| KEN ALDRIDGE | SECRETARY Trustee or director | 0 | $0 | $0 |
| SHELLY LUKE WILLE | DIRECTOR/BOARD MEMBER Trustee or director, Officer | 0 | $0 | $0 |
| ANDY ABBOTT | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| BILL AUERSWALD | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| SHERRIE VOELKEL | DIRECTOR/BOARD MEMBER Trustee or director, Officer | 0 | $0 | $0 |
| VERONICA CODRINGTON-CAZEAU | CHAIR Trustee or director, Officer | 0 | $0 | $0 |
| JULIA POSTERARO | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MIKE DAVIS | VICE CHAIR Trustee or director | 0 | $0 | $0 |
| JULIA GABRIELE | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| STUART GULLEY | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| MARGARET RANDAZZO | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| NATALIA HERNANDEZ | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA MASON PULLMAN | EXECUTIVE DIRECTOR Key employee | 40 | $0 | $300,009 | $72,437 |
| KEN ALDRIDGE | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| PERCY ABRAM | BOARD CHAIR Trustee or director, Officer | 0 | $0 | $0 | $0 |
| ANDY ABBOTT | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| BILL AUERSWALD | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JEFF MARTIN | TREASURER Trustee or director, Officer | 0 | $0 | $0 | $0 |
| VERONICA CODRINGTON-CAZEAU | VICE CHAIR Trustee or director, Officer | 0 | $0 | $0 | $0 |
| PHYLLIS PALMIERO | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| MIKE DAVIS | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| TERESA STANDARD | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| STUART GULLEY | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| MARGARET RANDAZZO | SECRETARY Trustee or director, Officer | 0 | $0 | $0 | $0 |
| NATALIA HERNANDEZ | DIRECTOR/BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 182, WILMINGTON, MA 01887-0182
- In care of
- % HAWKEN SCHOOL
- Principal officer (990 for 2024)
- LISA MASON PULLMAN, PO BOX 182, WILMINGTON, MA 01887
- Signed the 990
- LISA MASON PULLMAN, EXECUTIVE DIRECTOR
- Phone
- (617) 413-8382
- Website
- WWW.INDEXGROUPS.ORG
- Return prepared by
- LUCA DEBLASIO & CO INC
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.
Program accomplishments
- PROGRAM REVENUErevenue $1,320,301
- Expenses $1,238,367
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-5300380
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $2,034,036
- Income (IRS master file)
- $1,391,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,391,109 | $1,279,318 | $2,034,036 | XML |
| 990 | June 2024 | $1,515,481 | $1,490,756 | $1,952,776 | XML |
| 990 | June 2023 | $1,165,121 | $1,179,539 | $2,091,521 | XML |
| 990 | June 2022 | $1,073,493 | $1,045,128 | $1,822,934 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5300380).
Questions about INDEPENDANT SCHOOL DATA EXCHANGE INC
- What is the EIN of INDEPENDANT SCHOOL DATA EXCHANGE INC?
- The employer identification number (EIN) of INDEPENDANT SCHOOL DATA EXCHANGE INC is 45-5300380.
- Is INDEPENDANT SCHOOL DATA EXCHANGE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to INDEPENDANT SCHOOL DATA EXCHANGE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDEPENDANT SCHOOL DATA EXCHANGE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDEPENDANT SCHOOL DATA EXCHANGE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDANT SCHOOL DATA EXCHANGE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INDEPENDANT SCHOOL DATA EXCHANGE INC?
- The 990 for the year ended June 30, 2025 names LISA MASON PULLMAN.
- Who are the officers and directors of INDEPENDANT SCHOOL DATA EXCHANGE INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $380,000 (LISA MASON PULLMAN, EXECUTIVE DIRECTOR).
- How much revenue does INDEPENDANT SCHOOL DATA EXCHANGE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,391,109, expenses of $1,279,318 and total assets of $2,034,036 at year end.
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