Civic Intelligence

Wharton Health Care Management Alumni Association

EIN 23-2859635 • 501(c)3 • Philadelphia, PA

Profile

The association's principal purposes shall be to further the field of health care management and to support the goals and activities of the health care management program of the wharton school. To accomplish this, the association will work to contribute to the professional development of its membership, to promote professional interaction among its members and to influence current and future thinking and directions of the health care industry.

3641 Locust Walk 204Philadelphia, PA 19104

www.whartonhealthcare.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-21%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$258,421

Down $70,602 (-21%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$258,421

Down $70,602 (-21%) from 2021

Revenue

Up

$56,571

Up $10,019 (+22%) from 2021

Expenses

Up

$70,074

Up $22,121 (+46%) from 2021

Net Income

Down

-$13,503

Down $12,102 (-864%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $152,823Liabilities 2011: $02011Assets 2012: $177,016Net Assets 2012: $177,0162012Assets 2013: $203,174Liabilities 2013: $0Net Assets 2013: $203,1742013Assets 2014: $909,680Liabilities 2014: $0Net Assets 2014: $909,6802014Assets 2015: $583,883Liabilities 2015: $0Net Assets 2015: $583,8832015Assets 2016: $618,058Liabilities 2016: $0Net Assets 2016: $618,0582016Assets 2017: $316,944Liabilities 2017: $0Net Assets 2017: $316,9442017Assets 2018: $351,886Liabilities 2018: $0Net Assets 2018: $351,8862018Assets 2019: $263,882Liabilities 2019: $0Net Assets 2019: $263,8822019Assets 2020: $280,083Liabilities 2020: $0Net Assets 2020: $280,0832020Assets 2021: $329,023Liabilities 2021: $0Net Assets 2021: $329,0232021Assets 2022: $258,421Liabilities 2022: $0Net Assets 2022: $258,4212022

Highlighted filing

2022

Assets$258,421
Liabilities$0
Net Assets$258,421

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $54,128Expenses 2011: $33,160Net Income 2011: $20,9682011Revenue 2012: $80,126Expenses 2012: $55,934Net Income 2012: $24,1922012Revenue 2013: $110,077Expenses 2013: $83,919Net Income 2013: $26,1582013Revenue 2014: $479,525Expenses 2014: $100,781Net Income 2014: $378,7442014Revenue 2015: $157,356Expenses 2015: $111,416Net Income 2015: $45,9402015Revenue 2016: $148,619Expenses 2016: $97,835Net Income 2016: $50,7842016Revenue 2017: $116,823Expenses 2017: $95,417Net Income 2017: $21,4062017Revenue 2018: $96,135Expenses 2018: $70,488Net Income 2018: $25,6472018Revenue 2019: $142,075Expenses 2019: $223,309Net Income 2019: -$81,2342019Revenue 2020: $122,148Expenses 2020: $120,250Net Income 2020: $1,8982020Revenue 2021: $46,552Expenses 2021: $47,953Net Income 2021: -$1,4012021Revenue 2022: $56,571Expenses 2022: $70,074Net Income 2022: -$13,5032022

Highlighted filing

2022

Revenue$56,571
Expenses$70,074
Net Income-$13,503

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$56,571
Mission and Program Overview

Mission

The association's principal purposes shall be to further the field of health care management and to support the goals and activities of the health care management program of the wharton school. To accomplish this, the association will work to contribute to the professional development of its membership, to promote professional interaction among its members and to influence current and future thinking and directions of the health care industry.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROMOTES PROFESSIONAL DEVELOPMENT BY PLANNING AND CONDUCTING EDUCATIONAL AND CAREER DEVELOPMENT CONFERENCES ON A REGULAR BASIS THROUGHOUT THE YEAR.$0$64,899
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER ASPRASPresident-$0--
KATHERINE CLARKVice President-$0--
CARRIE HIEBELERSecretary-$0--
CHRIS SIMPKINSTreasurer-$0--
MARISSA BASSTrustee-$0--
BRYAN BUSHICKTrustee-$0--
BRIAN CORVINOTrustee-$0--
KATIE ELLIASTrustee-$0--
NATHAN HANDLEYTrustee-$0--
BRIAN HOLZERTrustee-$0--
KENNY KASPERTrustee-$0--
HAREESH NAIRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wharton Health Care Management Alumni
EIN
23-2859635
Phone
2158986861
Address
3641 LOCUST WALK 204, PHILADELPHIA, PA 19104

Signing Officer

Name
Chris Simpkins
Title
Treasurer
Phone
2158986861
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
300 TICE BOULEVARD SUITE 315, WOODCLIFF LAKE, NJ 07677
Preparer
Joseph N Russell
Phone
2017129800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest and dividend income. Amount: 14,125.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: conferences - alumni events. Amount: 3,033. Description: travel. Amount: 3,431. Description: wharton healthcare quarterly. Amount: 10,488. Description: bank charges. Amount: 1,432. Description: board expenses. Amount: 1,958. Description: it expenses. Amount: 1,743. Description: insurance. Amount: 698. Description: membership expenses. Amount: 407. Total to form 990-ez, line 16: 23,190.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gains. Amount: -57,099.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments. Beg. Of year amount: 304,975. End of year amount: 247,060.

Raw XML Appendix230 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRIS SIMPKINS
IRS990EZ/BooksInCareOfDetail/PhoneNum02158986861
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03641 LOCUST WALK NO 204
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024048
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011361
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt039395
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13503
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt046884
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0329023
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0258421
IRS990EZ/GrossReceiptsAmt056571
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt014125
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0329023
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0258421
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0329023
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0258421
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER ASPRAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHERINE CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARRIE HIEBELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS SIMPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARISSA BASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRYAN BUSHICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN CORVINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATIE ELLIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NATHAN HANDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRIAN HOLZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KENNY KASPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HAREESH NAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0304975
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0247060
IRS990EZ/OtherChangesInNetAssetsAmt0-57099
IRS990EZ/OtherExpensesTotalAmt023190
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ASSOCIATION'S PRINCIPAL PURPOSES SHALL BE TO FURTHER THE FIELD OF HEALTH CARE MANAGEMENT AND TO SUPPORT THE GOALS AND ACTIVITIES OF THE HEALTH CARE MANAGEMENT PROGRAM OF THE WHARTON SCHOOL. TO ACCOMPLISH THIS, THE ASSOCIATION WILL WORK TO CONTRIBUTE TO THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERSHIP, TO PROMOTE PROFESSIONAL INTERACTION AMONG ITS MEMBERS AND TO INFLUENCE CURRENT AND FUTURE THINKING AND DIRECTIONS OF THE HEALTH CARE INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt03051
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROMOTES PROFESSIONAL DEVELOPMENT BY PLANNING AND CONDUCTING EDUCATIONAL AND CAREER DEVELOPMENT CONFERENCES ON A REGULAR BASIS THROUGHOUT THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064899
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt070074
IRS990EZ/TotalProgramServiceExpensesAmt064899
IRS990EZ/TotalRevenueAmt056571
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WHARTONHEALTHCARE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt074472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt091590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0244092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07007
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04361
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05627
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06055
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt037175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0166851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05627
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt037175
IRS990ScheduleA/InvestmentIncomeCYPct00.08300
IRS990ScheduleA/InvestmentIncomePYPct00.05280
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91700
IRS990ScheduleA/PublicSupportPY509Pct00.94720
IRS990ScheduleA/PublicSupportTotal509Amt0410943
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0121085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090080
IRS990ScheduleA/Total509Grp/TotalAmt0410943
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0122148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096135
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0448118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDEND INCOME. AMOUNT: 14,125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES - ALUMNI EVENTS. AMOUNT: 3,033. DESCRIPTION: TRAVEL. AMOUNT: 3,431. DESCRIPTION: WHARTON HEALTHCARE QUARTERLY. AMOUNT: 10,488. DESCRIPTION: BANK CHARGES. AMOUNT: 1,432. DESCRIPTION: BOARD EXPENSES. AMOUNT: 1,958. DESCRIPTION: IT EXPENSES. AMOUNT: 1,743. DESCRIPTION: INSURANCE. AMOUNT: 698. DESCRIPTION: MEMBERSHIP EXPENSES. AMOUNT: 407. TOTAL TO FORM 990-EZ, LINE 16: 23,190.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAINS. AMOUNT: -57,099.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 304,975. END OF YEAR AMOUNT: 247,060.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS SIMPKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02158986861
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHARTON HEALTH CARE MANAGEMENT ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0232859635
ReturnHeader/Filer/PhoneNum02158986861
ReturnHeader/Filer/USAddress/AddressLine1Txt03641 LOCUST WALK 204
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873231666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 TICE BOULEVARD SUITE 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODCLIFF LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007677
ReturnHeader/PreparerPersonGrp/PhoneNum02017129800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH N RUSSELL
ReturnHeader/ReturnTs02023-05-11T13:48:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMPKINS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.