2026-08-26T15:43:16-05:00 2025-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2025-01-01 133449415 INTEREXCHANGE INC INTE 2129240446 1 STATE STREET SUITE 1701 NEW YORK NY 10004 LEE ANDREWS CFO, TREASURER 2129240446 2026-07-30 1 AARON FOX P01365820 2125038800 2026-07-30 2025 2025-03-06 01:10:19Z X CHRISTINE LA MONICA-LUNN 1 STATE STREET SUITE 1701 NEW YORK NY 10004 54774513 0 X WWW.INTEREXCHANGE.ORG X 1988 NY INTEREXCHANGE IS DEDICATED TO PROMOTING CULTURAL AWARENESS AND INTERNATIONAL UNDERSTANDING THROUGH A WIDE RANGE OF WORK AND TRAVEL, CAMP, LANGUAGE, VOLUNTEER, PROFESSIONAL TRAINING, INTERNSHIP, AND AU PAIR PROGRAMS WITHIN THE UNITED STATES AND AROUND THE WORLD. 10 7 158 7 0 0 0 0 21764026 21519127 1219493 1946047 66478 0 23049997 23465174 25500 132650 0 0 9131319 9995126 0 0 0 11227582 11286463 20384401 21414239 2665596 2050935 43540056 44217222 11092126 6195214 32447930 38022008 X INTEREXCHANGE IS DEDICATED TO PROMOTING CULTURAL AWARENESS AND INTERNATIONAL UNDERSTANDING THROUGH A WIDE RANGE OF WORK AND TRAVEL, CAMP, LANGUAGE, VOLUNTEER, PROFESSIONAL TRAINING, INTERNSHIP, AND AU PAIR PROGRAMS WITHIN THE UNITED STATES AND AROUND THE WORLD. OUR GOAL IS TO CREATE AFFORDABLE AND EXCITING CULTURAL EXCHANGE PROGRAMS WITH AN UNPARALLELED LEVEL OF SUPPORT. WE TAKE GREAT PRIDE IN THE PROFESSIONALISM AND SERVICE OF OUR STAFF, MANY OF WHOM HAVE LIVED OR WORKED OVERSEAS. BECAUSE OF THIS GLOBAL PERSPECTIVE, WE ARE BETTER ABLE TO ENSURE A REWARDING AND ENRICHING EXPERIENCE FOR EVERYONE. 0 0 6453817 6405143 AU PAIR USA - THE ORGANIZATION PLACED NEW PARTICIPANTS BETWEEN THE AGES OF 18-26 WITH AMERICAN HOST FAMILIES PROVIDING LIVE-IN CHILDCARE FOR THEIR CHILDREN. THE ORGANIZATION ALSO OVERSAW THE EXTENSION OF CURRENT AU PAIRS WITH HOST FAMILIES FOR AN ADDITIONAL 6, 9 OR 12 MONTHS AFTER SUCCESSFUL COMPLETION OF THEIR FIRST YEAR IN THE USA. IN ADDITION TO ADMINISTRATIVE SERVICES RENDERED, THE ORGANIZATION ALSO COMPLETES AN EXTENSIVE SELECTION AND EVALUATION PROCESS INCLUDING INTENSIVE PERSONAL INTERVIEWS WITH BOTH THE AU PAIRS AND HOST FAMILIES, PRE-DEPARTURE INFORMATION SESSIONS AND AN INTENSIVE FOUR-DAY ARRIVAL ORIENTATION INCLUDING CHILDCARE AND SAFETY TRAINING PROGRAMS, PLUS SUPERVISION AND A NATIONAL SUPPORT NETWORK OF LOCAL COORDINATORS. THIS PROGRAM OFFERS A UNIQUE OPPORTUNITY FOR CROSS-CULTURAL EXCHANGE. THE AU PAIRS ARE ABLE TO IMPROVE THEIR ENGLISH LANGUAGE SKILLS AND SEE THE UNITED STATES FROM AN IDEAL VANTAGE POINT, LIVING WITHIN AN AMERICAN FAMILY. HOST PARENTS AND THEIR CHILDREN CAN HAVE LONG-TERM BENEFITS THROUGH EXPOSURE TO ANOTHER CULTURE AND LANGUAGE. INTEREXCHANGE MAINTAINS STRATEGIC COOPERATION WITH RECRUITING AGENCIES IN COUNTRIES AROUND THE WORLD TO ENSURE A HIGH QUALITY AND DIVERSITY OF AU PAIR APPLICANTS. 6011306 12840979 WORK & TRAVEL USA - THE ORGANIZATION PROVIDED AND FACILITATES PLACEMENTS FOR INTERNATIONAL UNIVERSITY STUDENTS IN ENTRY-LEVEL SEASONAL AND TEMPORARY JOBS IN HOTELS, INNS, AMUSEMENT PARKS AND RESTAURANTS IN RESORT AREAS THROUGHOUT THE UNITED STATES. THE PLACEMENTS ALSO INCLUDED ACCOMMODATIONS FOR THE PARTICIPANTS. THE PROGRAM SERVICES INCLUDE A SELECTION PROCESS INCLUDING PERSONAL INTERVIEWS WITH ALL STUDENTS, PRE-DEPARTURE AS WELL AS ARRIVAL ORIENTATIONS, AND PROGRAM SUPPORT AND MONITORING. THROUGH THESE AND SUBSEQUENT OPTIONAL TRAVEL EXPERIENCES, STUDENTS GET A CLOSER LOOK AT THE LIFE IN AMERICA AND IMPROVE THEIR ENGLISH LANGUAGE SKILLS. THEIR EXPERIENCES CAN LAST A LIFETIME AND HELP SHAPE THEIR FUTURE GOALS AND WORLD OUTLOOK. 1199789 1103181 CAMP USA - THIS CAMP COUNSELOR PROGRAM PLACED INTERNATIONAL CAMP COUNSELORS AND SUPPORT STAFF WITH A GENUINE INTEREST IN CHILDREN IN SUMMER CAMPS THROUGHOUT THE UNITED STATES TO SUPERVISE AND SUPPORT GROUPS OF AMERICAN YOUTH FOR AN 8-10 WEEK PERIOD. COUNSELORS ALSO EXPERIENCE THE LOCAL CULTURE AND THE BEAUTY OF AMERICA'S GREAT OUTDOORS. THE PROGRAM SERVICES ALSO INCLUDE AN INTENSIVE SELECTION PROCESS INCLUDING PERSONAL INTERVIEWS WITH PARTICIPANTS, PRE-DEPARTURE AS WELL AS ARRIVAL ORIENTATIONS AND PROGRAM SUPPORT AND SUPERVISION. 1061990 741514 CAREER TRAINING AND INTERNS USA - THIS PRACTICAL TRAINING AND INTERN PROGRAM IS DESIGNED FOR YOUNG PROFESSIONALS, RECENT GRADUATES AND INTERNATIONAL UNIVERSITY STUDENTS WHO HAVE ALREADY CHOSEN THEIR CAREER PATH AND NOW REQUIRE PRACTICAL TRAINING IN THEIR FIELD FOR UP TO 18 MONTHS. THE ORGANIZATION FACILITATED THE PLACEMENT OF PARTICIPANTS IN TRAINING AND INTERN POSITIONS WITH LARGE CORPORATIONS, SMALL BUSINESSES, NON-PROFIT ORGANIZATIONS, UNIVERSITIES, RESORTS, HOTELS AND CULTURAL INSTITUTIONS IN A LARGE RANGE OF OCCUPATIONAL CATEGORIES. MANY PARTICIPANTS PREFER TO ARRANGE THEIR OWN PLACEMENTS THAT CAN COVER AN EVEN WIDER RANGE OF OCCUPATIONS. IN ADDITION TO PROGRAM ADMINISTRATION, THE PROGRAM SERVICES INCLUDE AN INTENSIVE APPLICATION AND REVIEW PROCESS, PROGRAM SUPPORT AND MONITORING. AS WITH OUR OTHER PROGRAMS, THIS PROGRAM PROVIDES PARTICIPANTS VALUABLE INTERCULTURAL EXPERIENCES. 555843 428310 WORKING ABROAD - THE ORGANIZATION FACILITATED OPPORTUNITIES FOR YOUNG AMERICANS SEEKING INTERNATIONAL LIVE AND WORK EXPERIENCES IN STRUCTURED AND SUPPORTED EXCHANGE PROGRAMS. PLACEMENTS INCLUDED TEACHING ENGLISH IN SPAIN, FRANCE, GHANA AND CHINA, VOLUNTEER OPPORTUNITIES IN PERU, INDIA, GHANA, AND COSTA RICA, AU PAIRING IN FRANCE, SPAIN, THE NETHERLANDS, AUSTRALIA AND NEW ZEALAND, AND WORKING AND TRAVELING IN AUSTRALIA AND NEW ZEALAND. ASIDE FROM THE ADMINISTRATIVE SERVICES PROVIDED, THE ORGANIZATION INCLUDED SELECTION AND ORIENTATION OF THE PARTICIPANTS AND ALSO POST-PROGRAM EVALUATIONS. 168493 132650 FOUNDATION - THE ORGANIZATION PROVIDED GRANT OPPORTUNITIES FOR YOUNG AMERICANS WHO WISH TO HELP FURTHER CULTURAL AWARENESS THROUGH MEANINGFUL WORK AND LIFE EXPERIENTIAL PROGRAMS OUTSIDE THE USA. THE INTEREXCHANGE FOUNDATION OFFERS TWO GRANT OPTIONS, THE WORKING ABROAD GRANT AND CHRISTIANSON GRANT. EACH GRANT IS UNIQUE, BUT THE INTENTION OF BOTH GRANT AWARDS IS TO DEFRAY THE COSTS OF TRANSPORTATION, PARTICIPATION FEES, TRAVEL INSURANCE, HOUSING AND MEALS RELATED TO A WORK, INTERNSHIP, OR VOLUNTEER ABROAD PROGRAM. RECIPIENTS ARE SELECTED BASED ON INTENT WITH PREFERENCES TOWARD THOSE WITH LIMITED OR NO PREVIOUS INTERNATIONAL TRAVEL EXPERIENCE, AND THOSE GOING ON LONGER PROGRAMS. 1786326 132650 1169824 15451238 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 30 0 1 158 1 0 1 UK AS 0 0 0 0 0 0 0 0 0 0 X 10 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY OR X LEE ANDREWS CFOSECRETARYTREASURER 2129240446 1 STATE STREET STE 1701 NEW YORK NY 10004 ANUP KHATTAR BOARD DIRECTOR 2.00 X 0 0 0 CHRISTINE LA MONICA-LUNN CEO, PRESIDENT 40.00 X X 312831 0 34578 DENISE DURHAM WILLIAMS BOARD DIRECTOR 2.00 X 0 0 0 HAROLD KAHN CHAIR 2.00 X X 0 0 0 JANICE JENG BOARD DIRECTOR (OUTGOING) 2.00 X 0 0 0 JORDAN KRAMER BOARD DIRECTOR 2.00 X 0 0 0 JULIAN HORKY BOARD DIRECTOR 2.00 X 0 0 0 KATRINA KLIER BOARD DIRECTOR 2.00 X 0 0 0 LEE ANDREWS CFO, TREASURER 40.00 X X 219255 0 7195 NICOLE SANTOMASSO COO, VICE PRESIDENT 40.00 X X 209106 0 30031 WELF EBELING BOARD DIRECTOR 2.00 X 0 0 0 CASEY SLAMIN SENIOR VP OF PROGRAMS 40.00 X 212182 0 6954 MICHAEL MCHUGH VP AU PAIR PROGRAM 40.00 X 210950 0 8186 HEIDI MISPAGEL VP AU PAIR DEVELOPMENT 40.00 X 153518 0 66951 JAMES BRODOWS DIR. OF BUSINESS PLANNING 40.00 X 168281 0 4264 JORDAN PAYNE DIR. OF MARKETING 40.00 X 158464 0 22644 JEFF MITCHELL GROUP PRODUCT MGR 40.00 X 148437 0 1200 ANDREW LOO GROUP PRODUCT MGR 40.00 X 143563 0 19095 1936587 0 201098 24 0 1 0 DAVIS WRIGHT TREMAINE LLP 920 5TH AVE SEATTLE WA 98104 LEGAL SERVICES 404997 KOFFICES LLC 1480 US HGWY 9 N WOODBRIDGE NJ 07095 FURNITURE INCLUDING SETUP 240018 VENABLE LLP PO BOX 62727 BALTIMORE MD 21264 GOVERNMENT RELATIONS 223023 ARBUS CAPITAL MANAGEMENT LLC 27 W 96TH ST NEW YORK NY 10025 INVESTMENT ADVISORY 147379 4 PROGRAM FEES 900099 21519127 21519127 21519127 1296976 1296976 31958410 31309339 649071 649071 649071 23465174 21519127 0 1946047 X 132650 132650 1251268 438272 812996 7115708 5533140 1582568 174700 126401 48299 788472 560395 228077 664978 444496 220482 398011 398011 64950 64950 148876 148876 3510945 1673803 1837142 700844 696947 3897 388096 334434 53662 351738 332592 19146 409961 208603 201358 719003 680976 38027 58376 32993 25383 2783402 2737976 45426 GOVERNMENT FEES 650765 650765 EDUCATION & DEVELOPMENT 445076 434861 10215 MISCELLANEOUS FEES AND 371111 238108 133003 BUSINESS DEVELOPMENT 185826 94506 91320 99483 99320 163 21414239 15451238 5963001 0 664702 452810 1085681 755598 1718467 1970465 386318 603726 2558378 2203265 84248 355113 32246051 36335945 1750000 1750000 5604589 1993565 43540056 44217222 845002 1256508 4334896 4339415 5912228 599291 11092126 6195214 X 32447930 38022008 32447930 38022008 43540056 44217222 X 2050935 1656597 1866546 X X 0 1 X 1 0 X 2412195 1320442 3732637 8857366 17824060 21145626 21764026 21519127 91110205 11269561 19144502 21145626 21764026 21519127 94842842 0 0 0 94842842 555115 546791 857145 1075984 1296976 4332011 555115 546791 857145 1075984 1296976 4332011 12111 3877 4445 66478 86911 11836787 19695170 22007216 22906488 22816103 99261764 0.95550 0.95750 0.04360 0.04130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 12,111. 2022 AMOUNT: $ 3,877. 2023 AMOUNT: $ 4,445. 2024 AMOUNT: $ 66,478. 774686 419573 355113 1783692 1783692 0 355113 OPERATING LEASE LIABILITY 3628 DUE TO PROGRAM PARTICIPANTS 595663 599291 X 27383752 1656597 2410857 4067454 23316298 148876 148876 23465174 22254605 989242 989242 21265363 148876 148876 21414239 PART X, LINE 2: THE ORGANIZATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' REVENUE 544,311. GAIN ON LEASE TERMINATION 1,866,546. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' EXPENSES 989,242. 1 CHRISTIANSON GRANTS 13 132650 PART I, LINE 2: CHRISTIANSON GRANT IS AWARDED TO INDIVIDUALS WHO HAVE ARRANGED THEIR OWN WORK ABROAD PROGRAMS. PROPOSED PROGRAMS MUST BE AT LEAST SIX MONTHS IN LENGTH AND EMPHASIZE A WORK OR VOLUNTEER COMPONENT FOR THE GREATER GOOD. GRANT AWARDS ARE MERIT BASED. GRANTS ARE DISBURSED TO AWARD RECIPIENTS IN TWO INSTALLMENTS. THE FIRST INSTALLMENT IS DISBURSED ONCE THE RECIPIENT'S ARRIVAL HAS BEEN CONFIRMED BY A SUPERVISOR. THE SECOND INSTALLMENT IS DISBURSED UPON RECEIPT OF A COMPLETION REPORT. AFTER THE INITIAL PAYMENT IS DISBURSED (UPON CONFIRMATION OF CHECK-IN), THERE IS CONTACT BETWEEN A DESIGNATED STAFF MEMBER AND THE GRANTEE. A FINAL PAYMENT IS NOT MADE UNTIL A FINAL RECONCILIATION IS DONE. IF A GRANTEE LEAVES EARLY OR DOES NOT COMPLETE, THEY ARE SUBJECT TO A REDUCTION IN FINAL PAYMENT. OTHERWISE, THE FINAL PAYMENT IS MADE UPON COMPLETION OF THEIR PROJECT REPORT. X X 0 0 0 0 0 0 0 0 0 CHRISTINE LA MONICA-LUNN CEO, PRESIDENT 312831 0 0 0 0 0 9367 0 25211 0 347409 0 0 0 NICOLE SANTOMASSO COO, VICE PRESIDENT 209106 0 0 0 0 0 6332 0 23699 0 239137 0 0 0 LEE ANDREWS CFO, TREASURER 219255 0 0 0 0 0 4795 0 2400 0 226450 0 0 0 HEIDI MISPAGEL VP AU PAIR DEVELOPMENT 153518 0 0 0 0 0 5075 0 61876 0 220469 0 0 0 CASEY SLAMIN SENIOR VP OF PROGRAMS 212182 0 0 0 0 0 6144 0 810 0 219136 0 0 0 MICHAEL MCHUGH VP AU PAIR PROGRAM 210950 0 0 0 0 0 6144 0 2042 0 219136 0 0 0 JORDAN PAYNE DIR. OF MARKETING 158464 0 0 0 0 0 4713 0 17931 0 181108 0 0 0 JAMES BRODOWS DIR. OF BUSINESS PLANNING 168281 0 0 0 0 0 4264 0 0 0 172545 0 0 0 ANDREW LOO GROUP PRODUCT MGR 143563 0 0 0 0 0 0 0 19095 0 162658 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY MANAGEMENT. THE FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. ALL DIRECTORS ARE AFFORDED THE OPPORTUNITY TO ASK QUESTIONS AND SUGGEST EDITS PRIOR TO MAKING SUGGESTED EDITS, OUR AUDITOR IS CONSULTED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A "BOARD APPROVED" CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER AND MANAGEMENT MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTEREST PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE ANNUALLY REVIEWS SALARIES BASED ON AVAILABLE SALARY INFORMATION FROM COMPARABLY SIZED 501(C)(3) ORGANIZATIONS AND OTHER CURRENT EXECUTIVE COMPENSATION DATA PROVIDED THROUGH PUBLICLY AVAILABLE STUDIES. NO ADDITIONAL BENEFITS ARE OFFERED TO EXECUTIVES THAT ARE NOT AVAILABLE TO REGULAR STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 832,846. MANAGEMENT AND GENERAL EXPENSES 1,837,142. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,669,988. COMMISSIONS: PROGRAM SERVICE EXPENSES 840,957. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 840,957. FORM 990, PART XI, LINE 9: GAIN ON LEASE TERMINATION 1,866,546. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INTERESTS ABROAD HOLDINGS INC 1 STATE STREET STE 1701 NEW YORK NY 10004 824595655 STRATEGIC INVESTMENTS DE INTEREXCHANGE INC C 545513 888568 1.00000 1 INTERESTS ABROAD (AUSTRALIA) PTY LTD 1 STATE STREET STE 1701 NEW YORK NY 10004 DEVELOPS AND PRODUCES SOFTWARE AS N/A C 0 GAPFORCE (LONDON) LIMITED 1 STATE STREET STE 1701 NEW YORK NY 10004 STUDENT GAP-YEAR PROVIDER UK N/A C 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0