Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
91st percentile
Higher net margin than 91% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
91st percentile
Faster asset growth than 91% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Balance Sheet
Assets
Up$138,404
Up $49,547 (+56%) from 2017
Net Assets
Up$131,381
Up $47,651 (+57%) from 2017
Liabilities
Up$7,023
Up $1,896 (+37%) from 2017
Revenue And Expenses
Revenue
Up$162,397
Up $54,045 (+50%) from 2017
Expenses
Up$114,746
Up $78,150 (+214%) from 2017
Net Income
Down$47,651
Down $24,105 (-34%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- May 1, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $162,397
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
| Description | Grants | Expenses |
|---|---|---|
| HELD A CONFERENCE ATTENDED BY 60+ 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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN TSAI | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Peer Exchange Association
- EIN
- 47-3427580
- Phone
- 9173764199
- Address
- 1521 CONCORD PIKE No 301, WILMINGTON, DE 19803
Signing Officer
- Name
- Brian Tsai
- Title
- Director
- Phone
- 9173764199
- Signed
- 2019-05-01
- 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: 15,241. Description: PROCESSING FEES. Amount: 2,165. Description: OFFICE EXPENSE. Amount: 2,260. Description: TRAVEL. Amount: 16,047. Description: DONATIONS. Amount: 1,350. Description: FEES. Amount: 800. Description: INSURANCE. Amount: 23,071. Description: CONFERENCES. Amount: 738. Total to Form 990-EZ, line 16: 61,672.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: LOAN TO OFFICER. Beg. of Year Amount: 0. End of Year Amount: 39.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: LOAN FROM OFFICER. Beg. of Year Amount: 441. End of Year Amount: 0. Description: CREDIT CARD PAYABLE. Beg. of Year Amount: 4,686. End of Year Amount: 7,023.”
Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BRIAN TSAI |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9173764199 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 251 SAWMILL ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MILAN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 12571 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 88857 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 138365 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 47651 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 42140 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 88857 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 138404 |
| IRS990EZ/GrossReceiptsAmt | 0 | 162397 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LoansToFromOfficersAmt | 0 | 39 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 1 |
| IRS990EZ/MembershipDuesAmt | 0 | 162397 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 83730 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 131381 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 83730 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 131381 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 10934 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BRIAN TSAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 39 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 61672 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | HELD A CONFERENCE ATTENDED BY 60+ ASSOCIATION MEMBERS. THE CONFERENCE CONTAINED GUEST LECTURERS WHO WERE ATTORNEYS, IT PROFESSIONALS, AND AUDIT & TAX PARTNERS OF CPA FIRMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | OFFERED MEMBERS OVER 40 CPE HOURS IN THE AREAS OF AUDIT, TAX, AND SPECIALIZED KNOWLEDGE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | POSTED 70+ JOB LISTINGS ON THE NETWORK. MOST OF THE POSITIONS WERE FOR CHIEF FINANCIAL OFFICERS AND CHIEF OPERATING OFFICERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5127 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 7023 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 114746 |
| IRS990EZ/TotalRevenueAmt | 0 | 162397 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 1 | 39 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | 1 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 1 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 1 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | TO PROVIDE INITIAL FUNDS FOR START UP EXPENSES. |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 1 | OVERPAYMENT OF BALANCE DUE TO BRIAN TSAI. |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 25061 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 1 | 39 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | BRIAN TSAI |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 1 | BRIAN TSAI |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 1 | 0 |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 39 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: COMPUTER EXPENSES-IT. Amount: 15,241. Description: PROCESSING FEES. Amount: 2,165. Description: OFFICE EXPENSE. Amount: 2,260. Description: TRAVEL. Amount: 16,047. Description: DONATIONS. Amount: 1,350. Description: FEES. Amount: 800. Description: INSURANCE. Amount: 23,071. Description: CONFERENCES. Amount: 738. Total to Form 990-EZ, line 16: 61,672. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: LOAN TO OFFICER. Beg. of Year Amount: 0. End of Year Amount: 39. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: LOAN FROM OFFICER. Beg. of Year Amount: 441. End of Year Amount: 0. Description: CREDIT CARD PAYABLE. Beg. of Year Amount: 4,686. End of Year Amount: 7,023. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The 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/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRIAN TSAI |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9173764199 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PEER EXCHANGE ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PEER |
| ReturnHeader/Filer/EIN | 0 | 473427580 |
| ReturnHeader/Filer/PhoneNum | 0 | 9173764199 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1521 CONCORD PIKE No 301 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WILMINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | DE |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19803 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 3AD98ACE478983633B623CD6FBB915350701730D |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8FE29F48C63DFD46DFA18DE39B7BFDDD3F487224 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 108.58.43.50 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-05-01 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:52:22 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 130965850 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JACQUES M LEVY & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 150 GREAT NECK ROAD SUITE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GREAT NECK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 11021 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5164671472 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-05-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RANDOLPH SPRESENT |
| ReturnHeader/ReturnTs | 0 | 2019-05-10T15:18:03-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $138,404
- Liabilities
- $7,023
- Net assets
- $131,381
- Revenue
- $162,397
- Expenses
- $114,746
- Net income
- $47,651