Peer Exchange Association: FY2020 Nonprofit Profile & Form 990 (EIN 47-3427580)

Revenue by fiscal year
FY2020	$214K
FY2021	$168K
FY2022	$216K
FY2023	$468K
FY2024	$516K
FY2025	$502K

Expenses by fiscal year
FY2020	$33K
FY2021	$35K
FY2022	$70K
FY2023	$17K
FY2024	$218K
FY2025	$1.9M

Net assets by fiscal year
FY2020	$429K
FY2021	$562K
FY2022	$708K
FY2023	$1.2M
FY2024	$1.5M
FY2025	$140K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

67 cents of each dollar spent went to programs.

67%

33%

Program services 67% · $22K Management & general 33% · $11K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Brian Tsai

Director

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo
Loans to or from officersSch L · Pt II3 listed

Programs and updates

Supports COO and CFO professional growth in investment management through network membership.

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Provided by the organization

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2 programs · in their own filed words · FY2020

01

Posted 70+ job listings on the network. Most of the positions were for chief financial officers and chief operating officers.

Pt IX · col B

02

Offered members over 40 cpe hours in the areas of audit, tax, and specialized knowledge.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 4 grants · $1.0M · 2022–2025

Conduit 2537 FoundationNY · FY2025$722,640

Eleison FoundationNY · FY2025$200,010

Eleison FoundationNY · FY2024$80,000

Eleison FoundationNY · FY2022$35,000

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$214K

Ln 12

Gifts and grantsLn 1h$213K

Investment incomeLn 3$1K

Money outPt IX

$33K

Ln 25

Programscol B$22K

Managementcol C$11K

Owns and owesPt X

$429K

net assets · Ln 32

Cash and savingsLn 1–2$370K

Total assetsLn 16$436K

LiabilitiesLn 26$7K

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$213K

Investment incomeLn 3$1K

Total revenueLn 12$214K

Assets in detailPt X, end of year

CashLn 1$370K

Cash and savings togetherLn 1–2$370K

InvestmentsLn 11–13$66K

Total assetsLn 16$436K

LiabilitiesLn 26$7K

Net assetsLn 32$429K

OperationsPt I, VI

EmployeesI 50

VolunteersI 61

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$252K	$370K
InvestmentsLn 11–13		$66K
Total assetsLn 16	$252K	$436K
LiabilitiesLn 26	$5K	$7K
Net assetsLn 32	$247K	$429K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Legal feesLn 11b	$417		$417
Information technologyLn 14	$7K		$7K
TravelLn 17	$14K	$14K
InsuranceLn 23	$7K	$7K
Other expenses (24a–d)Ln 24	$3K		$3K
Total functional expensesLn 25	$33K	$22K	$11K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$502K	$1.9M	−$1.4M	$140K	990 PDF
FY2024	$516K	$218K	$298K	$1.5M	990 PDF
FY2023	$468K	$17K	$452K	$1.2M	990 PDF
FY2022	$216K	$70K	$145K	$708K	990 PDF
FY2021	$168K	$35K	$133K	$562K	990 PDF
FY2020 Viewing	$214K	$33K	$181K	$429K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (6 parts)

Part I · Summary $214,086 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $263,065$212,716

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $0$1,370

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $263,065$214,086

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $147,050$32,907

I-18 Total expensesPrior year $147,050$32,907

I-19 Revenue less expensesPrior year $116,015$181,179

Part VI · Governance 1 of 1 board members independent, 4 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members1

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $214,086 across 4 lines filed

VIII-1b Membership dues$212,716

VIII-1h Total contributions, gifts and grants$212,716

VIII-3 Investment incomeUnrelated business $1,370$1,370

VIII-12 Total revenueRelated to mission $0 · Unrelated business $1,370 · Excluded from tax $0$214,086

Part IX · Statement of functional expenses $32,907 across 5 lines filed

IX-11b Legal feesManagement $417$417

IX-14 Information technologyManagement $7,020$7,020

IX-17 TravelPrograms $14,484$14,484

IX-23 InsurancePrograms $7,490$7,490

IX-24 Other expenses (24a–d)Management $3,496$3,496

IX-25 Total functional expensesPrograms $21,974 · Management $10,933 · Fundraising $0$32,907

Part X · Balance sheet $435,770 assets, 9 lines filed

Asset lines not itemized here account for $39; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $252,457$369,881

X-4 Accounts receivable$49

X-11 Publicly traded securities$65,801

X-16 Total assetsStart of year $252,496$435,770

X-17 Accounts payable and accrued expensesStart of year $2,850$4,945

X-26 Total liabilitiesStart of year $5,100$7,195

X-27 Net assets without donor restrictionsStart of year $247,396$428,575

X-32 Total net assets or fund balancesStart of year $247,396$428,575

X-33 Total liabilities and net assetsStart of year $252,496$435,770

Part XI · Reconciliation of net assets $428,575 net assets at year end

XI-1 Total revenue$214,086

XI-2 Total expenses$32,907

XI-3 Revenue less expenses$181,179

XI-4 Net assets at start of year$247,396

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$428,575

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Peer Exchange Association FY2020 filing

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