Civic Intelligence

Peer Exchange Association

990 • Fiscal year 2019 • EIN 47-3427580

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2020

Organization ProfileN/A
1521 CONCORD PIKE No 301Wilmington, DE 19803

(917) 376-4199

Siviq Scores

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

Liabilities / Assets

60th percentile

0.02x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.02x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

96th percentile

44%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

82%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

62%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$252,496

Up $114,092 (+82%) from 2018

Net Assets

Up

$247,396

Up $116,015 (+88%) from 2018

Liabilities

Down

$5,100

Down $1,923 (-27%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Up

$263,065

Up $100,668 (+62%) from 2018

Expenses

Up

$147,050

Up $32,304 (+28%) from 2018

Net Income

Up

$116,015

Up $68,364 (+143%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2019

Assets$252,496
Liabilities$5,100
Net Assets$247,396
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

2019

Revenue$263,065
Expenses$147,050
Net Income$116,015
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2020
Return Version
2019v5.1
Gross Receipts
$263,065
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
Cash and Non-Interest-Bearing Accounts$138,365$252,457▲ $114,092
Loans From Officers Directors$0$2,250▲ $2,250
Receivables From Officers Etc$39$39→ $0
Total Assets$138,404$252,496▲ $114,092
Liabilities
Accounts Payable and Accrued Expenses$7,023$2,850▼ $4,173
Total Liabilities$7,023$5,100▼ $1,923
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$131,381$247,396▲ $116,015
Total Net Assets Fund Balance$131,381$247,396▲ $116,015
Total Liabilities and Net Assets / Fund Balance$138,404$252,496▲ $114,092
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Brian TsaiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$263,065
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$116,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$122,136--$122,136
Insurance$9,739--$9,739
Travel$8,197--$8,197
Fees for Services Accounting-$2,250-$2,250
Fees for Services Legal-$1,320-$1,320
Other Expenses$295$231-$231
Total Functional Expenses$140,367$6,683$0$147,050
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
Loans from Officers, Directors, Trustees, and Key Employees$0$2,250▲ $2,250
Receivables from Officers, Directors, Trustees, and Key Employees$39$39→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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 No 301, WILMINGTON, DE 19803

Signing Officer

Name
Brian Tsai
Title
Director
Phone
9173764199
Signed
2020-07-01
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
0

Preparer

Firm
Jacques M Levy & Co Llp
Address
150 GREAT NECK ROAD SUITE 100, GREAT NECK, NY 11021
Preparer
Randolph Spresent
Phone
5164671472
Raw XML Appendix282 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07023
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02850
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
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/AuditCommitteeInd00
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/BOYAmt0138365
IRS990/CashNonInterestBearingGrp/EOYAmt0252457
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0122136
IRS990/ConferencesMeetingsGrp/TotalAmt0122136
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0263065
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0147050
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0116015
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0147050
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0263065
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HELD A CONFERENCE ATTENDED BY 60+ ASSOCIATION MEMBERS. THE CONFERENCE CONTAINED GUEST LECTURERS WHO WERE ATTORNEYS, IT PROFESSIONALS, AND AUDIT & TAX PARTNERS OF CPA FIRMS. ALSO HELD ANNUAL NETWORKING AND INDUSTRY UPDATE DINNER WITH OVER 120 ATTENDEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02250
IRS990/FeesForServicesAccountingGrp/TotalAmt02250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01320
IRS990/FeesForServicesLegalGrp/TotalAmt01320
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/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0263065
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt09739
IRS990/InsuranceGrp/TotalAmt09739
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt02250
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0263065
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/NetAssetsOrFundBalancesBOYAmt0131381
IRS990/NetAssetsOrFundBalancesEOYAmt0247396
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0131381
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0247396
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc1TRAINING
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02642
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1240
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2231
IRS990/OtherExpensesGrp/ProgramServicesAmt0295
IRS990/OtherExpensesGrp/TotalAmt02642
IRS990/OtherExpensesGrp/TotalAmt1295
IRS990/OtherExpensesGrp/TotalAmt2240
IRS990/OtherExpensesGrp/TotalAmt3231
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN TSAI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0OFFERED MEMBERS OVER 40 CPE HOURS IN THE AREAS OF AUDIT, TAX, AND SPECIALIZED KNOWLEDGE.
IRS990/ProgSrvcAccomActy3Grp/Desc0POSTED 70+ JOB LISTINGS ON THE NETWORK. MOST OF THE POSITIONS WERE FOR CHIEF FINANCIAL OFFICERS AND CHIEF OPERATING OFFICERS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0140367
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt039
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt039
IRS990/ReconcilationRevenueExpnssAmt0116015
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt139
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt22250
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0ELEISON FOUNDATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO PROVIDE INITIAL FUNDS FOR START UP EXPENSES.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1OVERPAYMENT OF BALANCE DUE TO BRIAN TSAI.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2ELEISON FOUNDATION INADVERTENTLY PAID A PEER EXCHANGE ASSOCIATION BILL.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt025061
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt139
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt22250
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0BRIAN TSAI
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1BRIAN TSAI
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd20
IRS990ScheduleL/TotalBalanceDueAmt02289
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONE OR MORE DIRECTORS OF THE FOUNDATION REVIEW AND DISCUSS THE 990 WITH THE FOUNDATION'S OUTSIDE CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON SPECIFIC REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DE
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0138404
IRS990/TotalAssetsEOYAmt0252496
IRS990/TotalAssetsGrp/BOYAmt0138404
IRS990/TotalAssetsGrp/EOYAmt0252496
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0263065
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06683
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140367
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147050
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07023
IRS990/TotalLiabilitiesEOYAmt05100
IRS990/TotalLiabilitiesGrp/BOYAmt07023
IRS990/TotalLiabilitiesGrp/EOYAmt05100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0131381
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0247396
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0140367
IRS990/TotalProgramServiceExpensesAmt0140367
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263065
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0138404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0252496
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt08197
IRS990/TravelGrp/TotalAmt08197
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN TSAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09173764199
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEER EXCHANGE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PEER
ReturnHeader/Filer/EIN0473427580
ReturnHeader/Filer/PhoneNum09173764199
ReturnHeader/Filer/USAddress/AddressLine1Txt01521 CONCORD PIKE No 301
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019803
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06987944B2D02827FB03F1220595A58EDC54ACB28
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0063E2EEE9BA4F4C33B61946ADA73ABE2D70DDA08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.58.43.50
ReturnHeader/FilingSecurityInformation/IPDt02020-07-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:05:18
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/PreparationDt02020-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDOLPH SPRESENT
ReturnHeader/ReturnTs02020-07-15T10:35:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$252,496
Liabilities
$5,100
Net assets
$247,396
Revenue
$263,065
Expenses
$147,050
Net income
$116,015
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.10$0.07$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • <$500k nonprofits