Peer Exchange Association: FY2023 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

73 cents of each dollar spent went to programs.

73%

Program services 73% · $12K

Form 990 Part IX, line 25. 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

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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1 program · $12K · in their own filed words · FY2023

01

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

$12Kprogram expense

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 FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$468K

Ln 12

Gifts and grantsLn 1h$462K

Investment incomeLn 3$7K

Money outPt IX

$17K

Ln 25

Programscol B$12K

Owns and owesPt X

$1.2M

net assets · Ln 32

Cash and savingsLn 1–2$929K

Total assetsLn 16$1.2M

LiabilitiesLn 26$110

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$462K

Investment incomeLn 3$7K

Gains on assetsLn 7−$17K

Total revenueLn 12$468K

Assets in detailPt X, end of year

CashLn 1$461K

SavingsLn 2$468K

Cash and savings togetherLn 1–2$929K

InvestmentsLn 11–13$228K

Total assetsLn 16$1.2M

LiabilitiesLn 26$110

Net assetsLn 32$1.2M

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 FY23	End FY23
Cash and savingsLn 1–2	$565K	$929K
InvestmentsLn 11–13	$145K	$228K
Total assetsLn 16	$710K	$1.2M
LiabilitiesLn 26	$2K	$110
Net assetsLn 32	$708K	$1.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Legal feesLn 11b	$13K
Other expenses (24a–d)Ln 24	$4K
Total functional expensesLn 25	$17K

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 Viewing	$468K	$17K	$452K	$1.2M	990 PDF
FY2022	$216K	$70K	$145K	$708K	990 PDF
FY2021	$168K	$35K	$133K	$562K	990 PDF
FY2020	$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 FY2023 990 (6 parts)

Part I · Summary $468,405 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $216,714$461,622

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year −$1,059$6,783

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $215,655$468,405

I-13 Grants and similar amounts paidPrior year $35,000$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 $35,201$16,846

I-18 Total expensesPrior year $70,201$16,846

I-19 Revenue less expensesPrior year $145,454$451,559

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 $468,405 across 5 lines filed

VIII-1b Membership dues$461,622

VIII-1h Total contributions, gifts and grants$461,622

VIII-3 Investment incomeExcluded from tax $23,877$23,877

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$17,094−$17,094

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $6,783$468,405

Part IX · Statement of functional expenses $16,846 across 2 lines filed

IX-11b Legal fees$13,220

IX-24 Other expenses (24a–d)$3,626

IX-25 Total functional expenses$16,846

Part X · Balance sheet $1,157,644 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $165,504$461,133

X-2 Savings and temporary cash investmentsStart of year $399,468$468,015

X-11 Publicly traded securitiesStart of year $145,267$228,496

X-16 Total assetsStart of year $710,282$1,157,644

X-17 Accounts payable and accrued expensesStart of year $2,250$110

X-26 Total liabilitiesStart of year $2,250$110

X-27 Net assets without donor restrictionsStart of year $708,032$1,157,534

X-32 Total net assets or fund balancesStart of year $708,032$1,157,534

X-33 Total liabilities and net assetsStart of year $710,282$1,157,644

Part XI · Reconciliation of net assets $1,157,534 net assets at year end

XI-1 Total revenue$468,405

XI-2 Total expenses$16,846

XI-3 Revenue less expenses$451,559

XI-4 Net assets at start of year$708,032

XI-9 Other changes in net assets−$2,057

XI-10 Net assets at end of year$1,157,534

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Peer Exchange Association FY2023 filing

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