Civic Intelligence

Peer Exchange Association

990 • Fiscal year 2024 • EIN 47-3427580

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 16, 2025

Organization ProfileN/A
1521 Concord Pike 301Wilmington, DE 19803

(917) 376-4199

Siviq Scores

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

Liabilities / Assets

34th percentile

0.06x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

50th percentile

0.18x

Higher debt load relative to revenue than 50% of similar nonprofits.

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

Net Margin

98th percentile

58%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

29th percentile

$0

Higher top officer pay than 29% of similar nonprofits.

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

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

Asset Growth

90th percentile

34%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

61st percentile

10%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,545,793

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

Net Assets

Up

$1,455,409

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

Liabilities

Up

$90,384

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

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin98th percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2024

Assets$1,545,793
Liabilities$90,384
Net Assets$1,455,409
Open 2024 Filing

Operations Trend

Revenue Growth61st 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

2024

Revenue$515,903
Expenses$218,028
Net Income$297,875
Open 2024 Filing
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
Top Officer Pay29th percentile

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.

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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.
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IRS990/Desc0POSTED 70+ JOB LISTINGS ON THE NETWORK. MOST OF THE POSITIONS WERE FOR CHIEF FINANCIAL OFFICERS AND CHIEF OPERATING OFFICERS.
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IRS990/InsuranceGrp/TotalAmt09364
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0228496
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IRS990/LoanOutstandingInd01
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST SURVIVORS OF HUMAN TRAFFICKING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ELEISON FOUNDATION
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PAYMENT OF MEDICAL EXPENSES TO BE REPAID IN 2025 BY OFFICER
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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
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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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.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,545,793
Liabilities
$90,384
Net assets
$1,455,409
Revenue
$515,903
Expenses
$218,028
Net income
$297,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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