Skip to main content

Nonprofit · EIN 47-3427580

PEER EXCHANGE ASSOCIATION

Tax-exempt · RHINEBECK, NY 12572

Financials

$468K$17K2023$516K$218K2024$502K$1.9M2025
Revenue Expenses · by fiscal year end
Financials of PEER EXCHANGE ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$502,197$1,903,311-$1,401,114$149,365$9,613$139,752
December 31, 2024990$515,903$218,028$297,875$1,545,793$90,384$1,455,409
December 31, 2023990$468,405$16,846$451,559$1,157,644$110$1,157,534
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$404,996
Membership dues
$404,996
Program service revenue
$0
Investment income
$97,201
Net gain from sales of assets
$69,471
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,778,417
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$23,683
Accounting fees
$9,881

Balance sheet and other

Total assets, start of year
$1,545,793
Total assets, end of year
$149,365
Total liabilities, end of year
$9,613
Net assets, end of year
$139,752
Net assets without donor restrictions
$139,752
Gross receipts
$829,558
Employees
0
Volunteers
1
Year formed
2016
State of legal domicile
DE

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BRIAN TSAIDIRECTOR
Trustee or director
10$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BRIAN TSAIDIRECTOR
Trustee or director
10$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BRIAN TSAIDIRECTOR
Trustee or director
10$0

Address and contacts

Address (IRS master file)
PO BOX 333, RHINEBECK, NY 12572-0333
In care of
% BRIAN TSAI
Mailing address (990-N for 2015)
67 DAVEY DRIVE, WEST ORANGE NJ 07052
Principal officer (990 for 2025)
BRIAN TSAI, PO BOX 333, RHINEBECK, NY 12572
Principal officer (990-N for 2015)
BRIAN TSAI, 67 DAVEY DR, WEST ORANGE NJ 07052
Signed the 990
BRIAN TSAI, DIRECTOR
Phone
(917) 794-4103
Return prepared by
ARMANINO ADVISORY LLC

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.

990 for the year ended December 31, 2025

Program accomplishments

  • POSTED 70+ JOB LISTINGS ON THE NETWORK. MOST OF THE POSITIONS WERE FOR CHIEF FINANCIAL OFFICERS AND CHIEF OPERATING OFFICERS.
    Expenses $66,858
  • CHARITABLE GRANTMAKING
    Expenses $1,778,417 · grants $1,778,417

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-3427580
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$149,365
Income (IRS master file)
$829,558

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$502,197$1,903,311$149,365IRS
990December 2024$515,903$218,028$1,545,793XML
990December 2023$468,405$16,846$1,157,644XML
990December 2022$215,655$70,201$710,282IRS
990December 2021–––IRS
990December 2020–––IRS
990-EZDecember 2018–––IRS
990-N for 2015
Officer: BRIAN TSAI
December 31, 2015≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-3427580).

Questions about PEER EXCHANGE ASSOCIATION

What is the EIN of PEER EXCHANGE ASSOCIATION?
The employer identification number (EIN) of PEER EXCHANGE ASSOCIATION is 47-3427580.
Is PEER EXCHANGE ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2016.
Are donations to PEER EXCHANGE ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PEER EXCHANGE ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PEER EXCHANGE ASSOCIATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PEER EXCHANGE ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of PEER EXCHANGE ASSOCIATION?
The 990 for the year ended December 31, 2025 names BRIAN TSAI.
Who are the officers and directors of PEER EXCHANGE ASSOCIATION?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does PEER EXCHANGE ASSOCIATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $502,197, expenses of $1,903,311 and total assets of $149,365 at year end.

Other nonprofits in RHINEBECK

All nonprofits in RHINEBECK · New York · Community improvement and capacity building