Civic Intelligence

Peer Exchange Association

990EZ • Fiscal year 2016 • EIN 47-3427580

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization ProfileN/A
67 Davey DriveWest Orange, NJ 07052

(917) 376-4199

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.14x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

32%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

$13,890

No earlier filing loaded for comparison.

Net Assets

$11,974

No earlier filing loaded for comparison.

Liabilities

$1,916

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin92nd percentile

Revenue

$97,294

No earlier filing loaded for comparison.

Expenses

$66,259

No earlier filing loaded for comparison.

Net Income

$31,035

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$13,890
Liabilities$1,916
Net Assets$11,974
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$97,294
Expenses$66,259
Net Income$31,035
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$97,294
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.

Program Services

DescriptionGrantsExpenses
HELD A CONFERENCE ATTENDED BY 50+ ASSOCIATION MEMBERS. THE CONFERENCE CONTAINED GUEST LECTURERS WHO WERE ATTORNEYS, IT PROFESSIONALS, AND AUDIT & TAX PARTNERS OF CPA FIRMS.$0$0
OFFERED MEMBERS OVER 40 CPE HOURS IN THE AREAS OF AUDIT, TAX, AND SPECIALIZED KNOWLEDGE.$0$0
POSTED 70+ JOB LISTINGS ON THE NETWORK. MOST OF THE POSITIONS WERE FOR CHIEF FINANCIAL OFFICERS AND CHIEF OPERATING OFFICERS.$0$0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN TSAIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Peer Exchange Association
EIN
47-3427580
Phone
9173764199
Address
67 DAVEY DRIVE, WEST ORANGE, NJ 07052

Signing Officer

Name
Brian Tsai
Title
Director
Phone
9173764199
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Jacques M Levy & Co Llp
Address
150 GREAT NECK ROAD SUITE 100, GREAT NECK, NY 11021
Preparer
Randolph Spresent
Phone
5164671472
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: COMPUTER EXPENSES-IT. Amount: 6,469. Description: MEALS AND ENTERTAINMENT. Amount: 3,119. Description: OFFICE EXPENSE. Amount: 5,796. Description: TRAVEL,MEETINGS, CONFERENCES & SPEAKER FEES. Amount: 48,764. Description: DONATIONS. Amount: 550. Total to Form 990-EZ, line 16: 64,698.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: LOAN FROM OFFICER. Beg. of Year Amount: 25,061. End of Year Amount: 441. Description: CREDIT CARD PAYABLE. Beg. of Year Amount: 0. End of Year Amount: 1,475.”

Raw XML Appendix114 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRIAN TSAI
IRS990EZ/BooksInCareOfDetail/PhoneNum09173764199
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt067 DAVEY DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST ORANGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013890
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt031035
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01561
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013890
IRS990EZ/GrossReceiptsAmt097294
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LoansToFromOfficersAmt0441
IRS990EZ/MadeLoansToFromOfficersInd01
IRS990EZ/MembershipDuesAmt097294
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-19061
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011974
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-19061
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011974
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN TSAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt064698
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD A CONFERENCE ATTENDED BY 50+ ASSOCIATION MEMBERS. THE CONFERENCE CONTAINED GUEST LECTURERS WHO WERE ATTORNEYS, IT PROFESSIONALS, AND AUDIT & TAX PARTNERS OF CPA FIRMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OFFERED MEMBERS OVER 40 CPE HOURS IN THE AREAS OF AUDIT, TAX, AND SPECIALIZED KNOWLEDGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2POSTED 70+ JOB LISTINGS ON THE NETWORK. MOST OF THE POSITIONS WERE FOR CHIEF FINANCIAL OFFICERS AND CHIEF OPERATING OFFICERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025061
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01916
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt066259
IRS990EZ/TotalRevenueAmt097294
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0441
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO PROVIDE INITIAL FUNDS FOR START UP EXPENSES.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt025061
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0BRIAN TSAI
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt0441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: COMPUTER EXPENSES-IT. Amount: 6,469. Description: MEALS AND ENTERTAINMENT. Amount: 3,119. Description: OFFICE EXPENSE. Amount: 5,796. Description: TRAVEL,MEETINGS, CONFERENCES & SPEAKER FEES. Amount: 48,764. Description: DONATIONS. Amount: 550. Total to Form 990-EZ, line 16: 64,698.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: LOAN FROM OFFICER. Beg. of Year Amount: 25,061. End of Year Amount: 441. Description: CREDIT CARD PAYABLE. Beg. of Year Amount: 0. End of Year Amount: 1,475.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN TSAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09173764199
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEER EXCHANGE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PEER
ReturnHeader/Filer/EIN0473427580
ReturnHeader/Filer/PhoneNum09173764199
ReturnHeader/Filer/USAddress/AddressLine1Txt067 DAVEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WEST ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007052
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04098C98CA638EB68A0CCD070CBE58BB885FF5ED3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB82C170A83ACAB6C4E5D4662EDCE00A1A508420
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.21.0.178
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:46:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0130965850
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACQUES M LEVY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 GREAT NECK ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT NECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011021
ReturnHeader/PreparerPersonGrp/PhoneNum05164671472
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDOLPH SPRESENT
ReturnHeader/ReturnTs02017-05-10T09:20:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,890
Liabilities
$1,916
Net assets
$11,974
Revenue
$97,294
Expenses
$66,259
Net income
$31,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.09$1.46$0.52$0.22$0.30
2023Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.47$0.02$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.22$0.07$0.15
2021Summary only. Only limited summary data is available for this year.$0.57$0.01$0.56$0.17$0.04$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.01$0.43$0.21$0.03$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.01$0.25$0.26$0.15$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.01$0.13$0.16$0.11$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.01$0.08$0.11$0.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.10$0.07$0.03