Peer Exchange Association

990 • Fiscal year 2021 • EIN 47-3427580

Jan 01, 2021 to Dec 31, 2021

Organization Profile N/A

Wilmington, DE

Siviq Scores

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

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

0.03x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

79%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

No value available

This filing does not contain officer compensation rows.

Source year 2021

30%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

-21%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets33rd percentile

Assets

$566,904

Up $131,134 (+30%) from 2020

Net Assets

$561,872

Up $133,297 (+31%) from 2020

Liabilities

Down

$5,032

Down $2,163 (-30%) from 2020

Revenue And Expenses

Liabilities / Revenue39th percentile Net Margin99th percentile

Revenue

Down

$168,477

Down $45,609 (-21%) from 2020

Expenses

$35,180

Up $2,273 (+6.9%) from 2020

Net Income

Down

$133,297

Down $47,882 (-26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

Highlighted filing

2021

Assets$566,904

Liabilities$5,032

Net Assets$561,872

Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$168,477

Expenses$35,180

Net Income$133,297

Open 2021 Filing

Filing Detail Status

This 2021 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021

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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Summary only. Only limited summary data is available for this year.

Open filing

Assets: $566,904
Liabilities: $5,032
Net assets: $561,872
Revenue: $168,477
Expenses: $35,180
Net income: $133,297

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
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