Civic Intelligence

Pennsylvania Private Equity Network DBA Wharton Private Equity Partners

990 • Fiscal year 2012 • EIN 23-3013870

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 27, 2013

Organization Profilewww.wpen.org
PO Box 524Suite19087
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.15x

Higher debt load relative to assets than 76% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

82nd percentile

30%

Faster asset growth than 82% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$168,377

Up $38,674 (+30%) from 2011

Net Assets

Up

$143,666

Up $19,560 (+16%) from 2011

Liabilities

Up

$24,711

Up $19,114 (+342%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$279,340

Down $33,959 (-11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2012

Assets$168,377
Liabilities$24,711
Net Assets$143,666
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$279,340
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 27, 2013
Return Version
2012v2.1
Gross Receipts
$298,900
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.

Major Activities

Activity 2
The distressed investing symposium is an annual day-long conference held each fall, which is designed to offer attendees with up-to-date industry knowledge on managing a distressed fund, coping with management and operational issues and activist investing strategies.
Activity 3
The annual dinner is held once each winter in philadelphia and represents our annual membership meeting at which time members are invited to attend and to hear from an industy or educational speaker on the state of the private equity and/or financial markets.
Filing and Contact Details

Filer

EIN
23-3013870
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IRS990/MissionDescription0THE 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.
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IRS990ScheduleO/GeneralExplanation/Explanation0LINE 4D: WPEP's 13 chapters run small educational events for local members to GET TOGETHER AND DISCUSS important issues and ideas related to private equity or to hear from a knowledgable speaker or professor on a relevant INVESTMENT TOPIC. A DINNER AND COCKTAIL PROGRAM EVENT DURING WHICH MEMBERS HAVE AN OPPORTUNITY TO MEET WITH WPEP ADVISORY BOARD MEMBERS IN A SMALL GROUP SETTING.
IRS990ScheduleO/GeneralExplanation/Explanation1SECTION B. POLICIES - LINE 11: Preparer distributes Form 990 to designated officer to review prior to signing and filing. SECTION C. DISCLOSURE - LINE 19: BY REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION:SPONSORSHIPS TOTAL EXPENSES:10000 PROGRAM SERVICES:MANAGEMENT AND GENERAL:10000
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION:MISCELLANEOUS EXPENSES TOTAL EXPENSES:3437 PROGRAM SERVICES:1625 MANAGEMENT AND GENERAL:1812
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION:WPEP BUNDLE RELATED EVENT COST TOTAL EXPENSES:8374 PROGRAM SERVICES:8374 MANAGEMENT AND GENERAL:
IRS990ScheduleO/GeneralExplanation/Explanation5DESCRIPTION:EVENT AUDIO VISUAL TOTAL EXPENSES:9842 PROGRAM SERVICES:9842 MANAGEMENT AND GENERAL:
IRS990ScheduleO/GeneralExplanation/Explanation6DESCRIPTION:INCENTIVE PLAN TOTAL EXPENSES:7500 PROGRAM SERVICES:MANAGEMENT AND GENERAL:7500
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IRS990ScheduleO/GeneralExplanation/Identifier1PART VI
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IRS990ScheduleO/GeneralExplanation/Identifier4OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER EXPENSES
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IRS990ScheduleO/GeneralExplanation/ReturnReference1GOVERNANCE, MANAGEMENT, AND DISCLOSURE
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990 PART IX
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990 PART IX
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990 PART IX
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990 PART IX
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990 PART IX
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IRS990/TotalLiabilities/EOY024711
IRS990/TotalLiabilitiesEOY024711
IRS990/TotalLiabNetAssetsFundBalances/BOY0129703
IRS990/TotalLiabNetAssetsFundBalances/EOY0168377
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0124106
IRS990/TotalNetAssetsFundBalances/EOY0143666
IRS990/TotalOfOtherProgramServiceExp06611
IRS990/TotalOfOtherProgramServiceRev02885
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue0176051
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0156345
IRS990/TotalProgramServiceRevenue0122849
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg046238
IRS990/TotalRevenueCurrentYear0298900
IRS990/TotalRevenuePriorYear0280549
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0122849
IRS990/TotalRevenue/TotalRevenueColumn0298900
IRS990/TotalRevenue/UnrelatedBusinessRevenue0176051
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/ManagementAndGeneral02033
IRS990/Travel/ProgramServices00
IRS990/Travel/Total02033
IRS990/TypeOfOrganizationAssociation0X
IRS990/UnrelatedBusinessIncome0false

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$168,377
Liabilities
$24,711
Net assets
$143,666
Revenue
-
Expenses
$279,340
Net income
-
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