Civic Intelligence

Pennsylvania Private Equity Network

EIN 23-3013870 • 501(c)6 • Dallas, TX

Profile

The organization's purpose is to better the conditions in the private equity industry primarily through education and the exchange of ideas and knowledge between the private equity industry and the members and participants in the organization's programs. The organization carries out its purposes by conducting educational programs, symposiums and panel discussions across the globe. One hundred percent of the organization's efforts and time is devoted to the organization involved in carrying out the educational programs.

5706 E Mockingbird LaneDallas, TX 75206

www.wpen.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

29%

Higher net margin than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

98th percentile

$122,296

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

47%

Faster asset growth than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-2.2%

Faster revenue growth than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$340,683

Up $109,388 (+47%) from 2023

Liabilities

Down

$3,605

Down $9,995 (-73%) from 2023

Net Assets

Up

$337,078

Up $119,383 (+55%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Down

$408,392

Down $9,066 (-2.2%) from 2023

Expenses

Down

$289,009

Down $97,045 (-25%) from 2023

Net Income

Up

$119,383

Up $87,979 (+280%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$400K$300K$200K$100K$0Assets 2011: $129,703Liabilities 2011: $5,597Net Assets 2011: $124,1062011Assets 2012: $168,377Liabilities 2012: $24,711Net Assets 2012: $143,6662012Assets 2013: $184,697Liabilities 2013: $0Net Assets 2013: $184,6972013Assets 2014: $150,685Liabilities 2014: $32,414Net Assets 2014: $118,2712014Assets 2015: $127,036Liabilities 2015: $7,275Net Assets 2015: $119,7612015Assets 2016: $98,700Liabilities 2016: $9,766Net Assets 2016: $88,9342016Assets 2017: $119,043Liabilities 2017: $31,014Net Assets 2017: $88,0292017Assets 2018: $95,784Liabilities 2018: $0Net Assets 2018: $95,7842018Assets 2019: $139,358Liabilities 2019: $0Net Assets 2019: $139,3582019Assets 2020: $174,916Liabilities 2020: $0Net Assets 2020: $174,9162020Assets 2021: $226,823Liabilities 2021: $0Net Assets 2021: $226,8232021Assets 2022: $199,891Liabilities 2022: $13,600Net Assets 2022: $186,2912022Assets 2023: $231,295Liabilities 2023: $13,600Net Assets 2023: $217,6952023Assets 2024: $340,683Liabilities 2024: $3,605Net Assets 2024: $337,0782024

Highlighted filing

2024

Assets$340,683
Liabilities$3,605
Net Assets$337,078
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $280,549Expenses 2011: $313,299Net Income 2011: -$32,7502011Expenses 2012: $279,3402012Revenue 2013: $198,434Expenses 2013: $157,403Net Income 2013: $41,0312013Revenue 2014: $148,530Expenses 2014: $214,956Net Income 2014: -$66,4262014Revenue 2015: $205,587Expenses 2015: $204,097Net Income 2015: $1,4902015Revenue 2016: $207,781Expenses 2016: $238,608Net Income 2016: -$30,8272016Revenue 2017: $281,496Expenses 2017: $282,401Net Income 2017: -$9052017Revenue 2018: $247,801Expenses 2018: $252,546Net Income 2018: -$4,7452018Revenue 2019: $297,640Expenses 2019: $254,066Net Income 2019: $43,5742019Revenue 2020: $123,643Expenses 2020: $88,085Net Income 2020: $35,5582020Revenue 2021: $146,396Expenses 2021: $94,489Net Income 2021: $51,9072021Revenue 2022: $15,742Expenses 2022: $56,274Net Income 2022: -$40,5322022Revenue 2023: $417,458Expenses 2023: $386,054Net Income 2023: $31,4042023Revenue 2024: $408,392Expenses 2024: $289,009Net Income 2024: $119,3832024

Highlighted filing

2024

Revenue$408,392
Expenses$289,009
Net Income$119,383
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$340,683
Liabilities
$3,605
Net assets
$337,078
Revenue
$408,392
Expenses
$289,009
Net income
$119,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.04$3.37$4.08$2.89$1.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.14$2.18$4.17$3.86$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.14$1.86$0.16$0.56$0.41
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.46$0.94$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$1.24$0.88$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.98$2.54$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$2.48$2.53$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.31$0.88$2.81$2.82$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.10$0.89$2.08$2.39$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.07$1.20$2.06$2.04$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.32$1.18$1.49$2.15$0.66
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.98$1.57$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.25$1.44$2.79
2011Summary only. Only limited summary data is available for this year.$1.30$0.06$1.24$2.81$3.13$0.33
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$15,742
Mission and Program Overview

Mission

The organization's purpose is to better the conditions in the private equity industry primarily through education and the exchange of ideas and knowledge between the private equity industry and the members and participants in the organization's programs. The organization carries out its purposes by conducting educational programs, symposiums and panel discussions across the globe. One hundred percent of the organization's efforts and time is devoted to the organization involved in carrying out the educational programs.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$206,823$199,891▼ $6,932
Accounts Receivable$20,000--
Total Assets$226,823$199,891▼ $26,932
Liabilities
Accounts Payable and Accrued Expenses-$13,600-
Total Liabilities$0$13,600▲ $13,600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$226,823$186,291▼ $40,532
Total Net Assets Fund Balance$226,823$186,291▼ $40,532
Total Liabilities and Net Assets / Fund Balance$226,823$199,891▼ $26,932
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Staci HyattExecutive DirectorPT$16,805$16,805

Board Members and Trustees

NameTitle
Jonathan Ben-horinDirector/co -president
Bruce EatroffDirector/co-president
Karen Griffith GrygaDirector/co-president
Bruce ShulmanDirector
Leslie GoldenDirector
Brett TopcheDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,065
Program Service Revenue
$13,655
Investment Income
$22
Other Revenue
$0
Change in Net Assets
$-40,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$0$0$0$21,334
Fees for Services Accounting$0$0$0$8,377
Advertising$0$0$0$3,191
Office Expenses$0$0$0$1,433
Insurance$0$0$0$889
Other Expenses$0$0$0$250
Total Functional Expenses$0$0$0$56,274
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pennsylvania Private Equity Network
EIN
23-3013870
Phone
4693330610
Address
5706 E MOCKINGBIRD LANE, DALLAS, TX 75206
Doing Business As
Wharton Private Equity Partners

Signing Officer

Name
Bruce Eatroff
Title
Co-president
Phone
4693330610
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
33

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
51 Haddonfield Road Suite 100, Cherry Hill, NJ 08002
Preparer
Edward A Suarez CPA MBA
Phone
8568587887
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The organization has members and an executive committee.”

Pt VI, Line 7A

“Only the executive committee is responsible for board nominations.”

Pt VI, Line 7B

“Board members and officers make all governing decisions of the organization. Volunteers may participate in the management of the organization.”

Pt VI, Line 11B

“Preparer distributes form 990 to designated officers to review prior to signing and filing.”

Pt VI, Line 19

“The organization's governing documents and financial statements are available upon request.”

Other

“Part i, line 1, and part iii, line 1 - the organization's purpose is to better conditions in the private equity industry primarily through education and the exchange of ideas and knowledge by the private equity industry and the members and participants in the organization's programs. The organization carries out its purposes by conducting educational programs, symposiums, and panel discussions across the globe. One hundred percent of the organization's efforts and time is devoted to involvement in carrying out educational programs.”

Raw XML Appendix325 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.

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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS AND AN EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONLY THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR BOARD NOMINATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND OFFICERS MAKE ALL GOVERNING DECISIONS OF THE ORGANIZATION. VOLUNTEERS MAY PARTICIPATE IN THE MANAGEMENT OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPARER DISTRIBUTES FORM 990 TO DESIGNATED OFFICERS TO REVIEW PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PART I, LINE 1, AND PART III, LINE 1 - THE ORGANIZATION'S PURPOSE IS TO BETTER CONDITIONS IN THE PRIVATE EQUITY INDUSTRY PRIMARILY THROUGH EDUCATION AND THE EXCHANGE OF IDEAS AND KNOWLEDGE BY THE PRIVATE EQUITY INDUSTRY AND THE MEMBERS AND PARTICIPANTS IN THE ORGANIZATION'S PROGRAMS. THE ORGANIZATION CARRIES OUT ITS PURPOSES BY CONDUCTING EDUCATIONAL PROGRAMS, SYMPOSIUMS, AND PANEL DISCUSSIONS ACROSS THE GLOBE. ONE HUNDRED PERCENT OF THE ORGANIZATION'S EFFORTS AND TIME IS DEVOTED TO INVOLVEMENT IN CARRYING OUT EDUCATIONAL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other
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IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015742
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/USAddress/AddressLine1Txt0PO BOX 524
IRS990/USAddress/CityNm0WAYNE
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IRS990/WebsiteAddressTxt0WWW.WPEN.ORG
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE EATROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04693330610
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA PRIVATE EQUITY NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0233013870
ReturnHeader/Filer/PhoneNum04693330610
ReturnHeader/Filer/USAddress/AddressLine1Txt05706 E MOCKINGBIRD LANE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075206
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223191317
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Renzi Bernardi Suarez & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt051 Haddonfield Road Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherry Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008002
ReturnHeader/PreparerPersonGrp/PhoneNum08568587887
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward A Suarez CPA MBA
ReturnHeader/ReturnTs02023-11-15T12:24:03-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EATROFF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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