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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-2087804

EXCHANGE NETWORK

Tax-exempt · COLUMBIA, SC 29223

Financials

$141K$155K2023$123K$140K2024$45K$84K2025
Revenue Expenses · by fiscal year end
Financials of EXCHANGE NETWORK by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$45,021$83,556-$38,535$39,979$0$39,979
December 31, 2024990-EZ$123,382$140,442-$17,060$78,514$0$78,514
December 31, 2023990-EZ$141,389$155,408-$14,019$95,574$0$95,574
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$17,000
Program service revenue
$28,000
Investment income
$21

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$56,474
Professional fees and payments to contractors
$7,825
Other expenses
$19,257

Balance sheet and other

Total assets, start of year
$78,514
Total assets, end of year
$39,979
Total liabilities, end of year
$0
Net assets, end of year
$39,979
Cash, savings and investments
$39,979
Gross receipts
$45,021

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JASON GUTHRIEMEMBER2$0
DONNA PALUMBOSECRETARY2$0
RAMA BALASUBRAMANIANPRESIDENT2$0
JENNIFER KELLEYVICE PRESIDENT2$0
ALISA MILLERDTREASURER2$0
ANN MASSEYSENIOR ADVISOR2$0
990-EZ for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
JASON GUTHRIEMEMBER2$0
DONNA PALUMBOSECRETARY2$0
RAMA BALASUBRAMANIANPRESIDENT2$0
JENNIFER KELLEYVICE PRESIDENT2$0
ALISA MILLERDTREASURER2$0
ANN MASSEYSENIOR ADVISOR2$0
990-EZ for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JOHN STILESMEMBER2$0
JASON GUTHRIEMEMBER2$0
DONNA PALUMBOSECRETARY2$0
RAMA BALASUBRAMANIANPRESIDENT2$0
JENNIFER KELLEYVP2$0
JIM SENGTREASURER2$0
ANN MASSEYSENIOR ADVISOR2$0

Address and contacts

Address (IRS master file)
PMB 336 10120 TWO NOTCH ROAD, COLUMBIA, SC 29223-4395
In care of
% JENNIFER LITCHFIELD
Signed the 990-EZ
RAMA BALASUBRAMANIAN, PRESIDENT
Phone
(888) 241-6881
Return prepared by
ELLIOTT DAVIS ADVISORY LLC

Mission

TO CREATE A MEMBER NETWORK WHICH OFFERS A FORUM FOR INTERACTIONS ON INDUSTRY-RELATED TOPICS, PROVIDES OPPORTUNITIES TO COLLABORATE ON TIPS, TRICKS AND INDUSTRY BEST PRACTICES, AND CHANNELS FEEDBACK TO INDUSTRY SERVICE PROVIDERS.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION, EXPERIENCE AND IDEAS AMONG MEMBERS ON ALL FACETS OF INVESTMENT AND WEALTH MANAGEMENT, INCLUDING COMPLIANCE, MANAGEMENT, OPERATIONS, TECHNOLOGY, PRODUCT DEVELOPMENT AND OVERALL EXPERTISE.
  • SERVING AS A LIASON FOR SHARING ISSUES AND CONCERNS WITH INDUSTRY LEADERS AND VENDORS
  • TRAINING AND EDUCATING MEMBERS ON TOPICS PERTINENT TO THE INVESTMENT AND WEALTH MANAGEMENT FIELD

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for EXCHANGE NETWORK

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
56-2087804
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2017
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$39,979
Income (IRS master file)
$45,021

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$45,021$83,556$39,979XML
990-EZDecember 2024$123,382$140,442$78,514XML
990-EZDecember 2023$141,389$155,408$95,574XML
990December 2022$239,569$232,060$109,591IRS
990-EZDecember 2021–––IRS
990December 2020–––IRS
990December 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 56-2087804).

Questions about EXCHANGE NETWORK

What is the EIN of EXCHANGE NETWORK?
The employer identification number (EIN) of EXCHANGE NETWORK is 56-2087804.
Is EXCHANGE NETWORK tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2017.
Are donations to EXCHANGE NETWORK tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does EXCHANGE NETWORK file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of EXCHANGE NETWORK due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EXCHANGE NETWORK last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of EXCHANGE NETWORK?
The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does EXCHANGE NETWORK have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $45,021, expenses of $83,556 and total assets of $39,979 at year end.

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