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PEER EXCHANGE ASSOCIATION

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Public nonprofit record

PEER EXCHANGE ASSOCIATION

EIN 47-3427580 · Chambers of Commerce & Business Leagues (S41)

What they do

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.

Money

Financial picture

Tax year 2025
Revenue$502,197
Expenses$1,903,311
Assets$149,365
Income$829,558
Contributions$404,996
Grants given$1,893,417
Average grant$473,354
Stocks and bonds$558,119
Accounting fees$9,881

About this charity

Recognized since
January 2016
Location
PO BOX 333, RHINEBECK, NY 12572
County
New Castle
In care of
BRIAN TSAI
Primary officer
BRIAN TSAI, DIRECTOR

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990
Tax preparer
ARMANINO ADVISORY LLC
NTEE classification
Chambers of Commerce & Business Leagues (S41)
IRS tax category
Chambers of Commerce & Business Leagues
Grant-giving organization
Yes
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
06
Affiliation
3
Classification
2000
Deductibility
2
Organization
5
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About this report: Information comes from public nonprofit records and may show the latest filing available.

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