Peer Exchange Association
Supports COO and CFO professional growth in investment management through network membership. For fiscal year 2025 it reported $502K in revenue, $1.9M in expenses, and $140K in net assets.Pt I
- Founded
- 2016
- Type
- Business league / trade association · Community Development
- Location
- Rhinebeck, NY
- Filings
- 6 on file (2020–2025)
More identity details & actions ⌄
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Summary of the Filing
Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
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Where the work happens
Charitable grantmaking
Posted 70+ job listings on the network. Most of the positions were for chief financial officers and chief operating officers.
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 97% | — | — |
| Revenue growth | -3% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Grants
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Filings & Schedule Manifest
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Sources
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