PEER EXCHANGE ASSOCIATION (EIN 473427580) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

BRIAN TSAI

Phone

9173764199

Tax Period

2024-01-01 to 2024-12-31

PEER EXCHANGE ASSOCIATION, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $516K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $298K, a strong 58% operating margin.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $415,550

Program Service Revenue $0

Investment Income $100,353

Other Revenue $0

TOTAL REVENUE $515,903

Expense Breakdown

Grants Paid $81,824

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,439

Other Expenses $136,204

TOTAL EXPENSES $218,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$515,903	$468,405	+0.1%
Expenses	$218,028	$16,846	+11.9%
Net Income	$297,875	$451,559	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN TSAI	DIRECTOR	10.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$515,903	$218,028	$1,545,793	$297,875
2023	$468,405	$16,846	$1,157,644	$451,559
2022	$215,655	$70,201	$710,282	$145,454
2021	$168,477	$35,180	$566,904	$133,297
2020	$214,086	$32,907	$435,770	$181,179
2019	$263,065	$147,050	$252,496	$116,015

PEER EXCHANGE ASSOCIATION