Civic Intelligence

Peer Exchange Association

EIN 47-3427580 • 501(c)6 • Wilmington, DE

Profile

To provide resources that promote the professional development of chief operating officers ("coo") and chief financial officers ("cfo") of investment management firms, through a network membership.

1521 Concord Pike 301Wilmington, DE 19803

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.18x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

58%

Higher net margin than 97% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

91st percentile

34%

Faster asset growth than 91% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,545,793

Up $388,149 (+34%) from 2023

Liabilities

Up

$90,384

Up $90,274 (+82067%) from 2023

Net Assets

Up

$1,455,409

Up $297,875 (+26%) from 2023

Revenue

Up

$515,903

Up $47,498 (+10%) from 2023

Expenses

Up

$218,028

Up $201,182 (+1194%) from 2023

Net Income

Down

$297,875

Down $153,684 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2016: $13,890Liabilities 2016: $1,916Net Assets 2016: $11,9742016Assets 2017: $88,857Liabilities 2017: $5,127Net Assets 2017: $83,7302017Assets 2018: $138,404Liabilities 2018: $7,023Net Assets 2018: $131,3812018Assets 2019: $252,496Liabilities 2019: $5,100Net Assets 2019: $247,3962019Assets 2020: $435,770Liabilities 2020: $7,195Net Assets 2020: $428,5752020Assets 2021: $566,904Liabilities 2021: $5,032Net Assets 2021: $561,8722021Assets 2022: $710,282Liabilities 2022: $2,250Net Assets 2022: $708,0322022Assets 2023: $1,157,644Liabilities 2023: $110Net Assets 2023: $1,157,5342023Assets 2024: $1,545,793Liabilities 2024: $90,384Net Assets 2024: $1,455,4092024

Highlighted filing

2024

Assets$1,545,793
Liabilities$90,384
Net Assets$1,455,409

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2016: $97,294Expenses 2016: $66,259Net Income 2016: $31,0352016Revenue 2017: $108,352Expenses 2017: $36,596Net Income 2017: $71,7562017Revenue 2018: $162,397Expenses 2018: $114,746Net Income 2018: $47,6512018Revenue 2019: $263,065Expenses 2019: $147,050Net Income 2019: $116,0152019Revenue 2020: $214,086Expenses 2020: $32,907Net Income 2020: $181,1792020Revenue 2021: $168,477Expenses 2021: $35,180Net Income 2021: $133,2972021Revenue 2022: $215,655Expenses 2022: $70,201Net Income 2022: $145,4542022Revenue 2023: $468,405Expenses 2023: $16,846Net Income 2023: $451,5592023Revenue 2024: $515,903Expenses 2024: $218,028Net Income 2024: $297,8752024

Highlighted filing

2024

Revenue$515,903
Expenses$218,028
Net Income$297,875

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 16, 2025
Return Version
2024v5.2
Gross Receipts
$996,677
Mission and Program Overview

Mission

To provide resources that promote the professional development of chief operating officers ("coo") and chief financial officers ("cfo") of investment management firms, through a network membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$468,015$638,745▲ $170,730
Investments in Publicly Traded Securities$228,496$558,119▲ $329,623
Cash and Non-Interest-Bearing Accounts$461,133$346,362▼ $114,771
Receivables From Officers Etc-$2,346-
Accounts Receivable-$221-
Total Assets$1,157,644$1,545,793▲ $388,149
Liabilities
Other Liabilities$0$73,179▲ $73,179
Accounts Payable and Accrued Expenses$110$17,205▲ $17,095
Total Liabilities$110$90,384▲ $90,274
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,157,534$1,455,409▲ $297,875
Total Net Assets Fund Balance$1,157,534$1,455,409▲ $297,875
Total Liabilities and Net Assets / Fund Balance$1,157,644$1,545,793▲ $388,149
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian TsaiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$415,550
Program Service Revenue
$0
Investment Income
$100,353
Other Revenue
$0
Change in Net Assets
$297,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,204
Grants and Similar Amounts Paid$81,824
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$81,824
Fees for Services Management---$11,150
Insurance---$9,364
Fees for Services Accounting---$5,825
All Other Expenses---$4,798
Other Expenses---$4,768
Fees for Services Legal---$2,291
Total Functional Expenses$0$0$0$218,028
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eleison FoundationMilan, NY501(c)(3)Assist Survivors of Human Trafficking$80,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$2,346-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Outside Organization$73,179
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

One or more directors of the foundation review and discuss the 990 with the foundation's outside cpa.

Form 990, Part VI, Section C, Line 19

UPON SPECIFIC REQUEST

Filing and Contact Details

Filer

Filer Name
Peer Exchange Association
EIN
47-3427580
Phone
9173764199
Address
1521 CONCORD PIKE 301, WILMINGTON, DE 19803

Signing Officer

Name
Brian Tsai
Title
Director
Phone
9173764199
Signed
2025-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Tsai
Formed
2016
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Armanino Advisory LLC
Address
100 QUENTIN ROOSEVELT BLVD 516, GARDEN CITY, NY 11530
Preparer
Mindy Kamen
Phone
5165426300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Provides funds for financial education to survivors of human trafficking and other forms of violent exploitation. Provides funds for mental health support.

Raw XML Appendix286 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0110
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017205
IRS990/AccountsReceivableGrp/EOYAmt0221
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE RESOURCES THAT PROMOTE THE PROFESSIONAL DEVELOPMENT OF CHIEF OPERATING OFFICERS ("COO") AND CHIEF FINANCIAL OFFICERS ("CFO") OF INVESTMENT MANAGEMENT FIRMS, THROUGH A NETWORK MEMBERSHIP.
IRS990/AllOtherExpensesGrp/TotalAmt04798
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRIAN TSAI
IRS990/BooksInCareOfDetail/PhoneNum09173764199
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0251 SAWMILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012571
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0461133
IRS990/CashNonInterestBearingGrp/EOYAmt0346362
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0415550
IRS990/CYGrantsAndSimilarPaidAmt081824
IRS990/CYInvestmentIncomeAmt0100353
IRS990/CYOtherExpensesAmt0136204
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0297875
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0218028
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0515903
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0POSTED 70+ JOB LISTINGS ON THE NETWORK. MOST OF THE POSITIONS WERE FOR CHIEF FINANCIAL OFFICERS AND CHIEF OPERATING OFFICERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt078615
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05825
IRS990/FeesForServicesLegalGrp/TotalAmt02291
IRS990/FeesForServicesManagementGrp/TotalAmt011150
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN TSAI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt061419
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticOrgsGrp/TotalAmt081824
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0542193
IRS990/GrossReceiptsAmt0996677
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt09364
IRS990/InvestmentIncomeGrp/ExclusionAmt038934
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038934
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0228496
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0558119
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0480774
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0315550
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE RESOURCES THAT PROMOTE THE PROFESSIONAL DEVELOPMENT OF CHIEF OPERATING OFFICERS ("COO") AND CHIEF FINANCIAL OFFICERS ("CFO") OF INVESTMENT MANAGEMENT FIRMS, THROUGH A NETWORK MEMBERSHIP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01157534
IRS990/NetAssetsOrFundBalancesEOYAmt01455409
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt061419
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt061419
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01157534
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01455409
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0IN PERSON NETWORKING
IRS990/OtherExpensesGrp/Desc1OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3IT CONSULTING FEES
IRS990/OtherExpensesGrp/TotalAmt078615
IRS990/OtherExpensesGrp/TotalAmt113249
IRS990/OtherExpensesGrp/TotalAmt26144
IRS990/OtherExpensesGrp/TotalAmt34768
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt073179
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN TSAI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CHARITABLE GRANTMAKING
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt081824
IRS990/ProgSrvcAccomActy2Grp/GrantAmt081824
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0461622
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06783
IRS990/PYOtherExpensesAmt016846
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0451559
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016846
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0468405
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt02346
IRS990/ReconcilationRevenueExpnssAmt0297875
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0100000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0468015
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0638745
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt073179
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OUTSIDE ORGANIZATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt073179
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt080000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST SURVIVORS OF HUMAN TRAFFICKING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ELEISON FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0900431305
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0251 SAWMILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILAN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd012571
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02346
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PAYMENT OF MEDICAL EXPENSES TO BE REPAID IN 2025 BY OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0BRIAN TSAI
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt02346
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDES FUNDS FOR FINANCIAL EDUCATION TO SURVIVORS OF HUMAN TRAFFICKING AND OTHER FORMS OF VIOLENT EXPLOITATION. PROVIDES FUNDS FOR MENTAL HEALTH SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONE OR MORE DIRECTORS OF THE FOUNDATION REVIEW AND DISCUSS THE 990 WITH THE FOUNDATION'S OUTSIDE CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON SPECIFIC REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0DE
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01157644
IRS990/TotalAssetsEOYAmt01545793
IRS990/TotalAssetsGrp/BOYAmt01157644
IRS990/TotalAssetsGrp/EOYAmt01545793
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0415550
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0218028
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0110
IRS990/TotalLiabilitiesEOYAmt090384
IRS990/TotalLiabilitiesGrp/BOYAmt0110
IRS990/TotalLiabilitiesGrp/EOYAmt090384
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01157534
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01455409
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0160439
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0100353
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0515903
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01157644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01545793
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0251 SAWMILL ROAD
IRS990/USAddress/CityNm0MILAN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012571
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN TSAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09173764199
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEER EXCHANGE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PEER
ReturnHeader/Filer/EIN0473427580
ReturnHeader/Filer/PhoneNum09173764199
ReturnHeader/Filer/USAddress/AddressLine1Txt01521 CONCORD PIKE 301
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019803
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 QUENTIN ROOSEVELT BLVD 516
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011530
ReturnHeader/PreparerPersonGrp/PhoneNum05165426300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MINDY KAMEN
ReturnHeader/ReturnTs02025-08-19T09:16:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • $1M-$5M nonprofits