Civic Intelligence

Pennsylvania Private Equity Network DBA Wharton Private Equity Partners

990 • Fiscal year 2013 • EIN 23-3013870

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 31, 2014

Organization Profilewww.wpen.org
PO Box 524Suite19087

(610) 971-4802

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$43,487

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

63rd percentile

9.7%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$184,697

Up $16,320 (+9.7%) from 2012

Net Assets

Up

$184,697

Up $41,031 (+29%) from 2012

Liabilities

Down

$0

Down $24,711 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin85th percentile

Revenue

$198,434

No earlier filing loaded for comparison.

Expenses

Down

$157,403

Down $121,937 (-44%) from 2012

Net Income

$41,031

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2013

Assets$184,697
Liabilities$0
Net Assets$184,697
Open 2013 Filing

Operations Trend

Revenue Growth18th percentile

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

2013

Revenue$198,434
Expenses$157,403
Net Income$41,031
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 31, 2014
Return Version
2013v3.1
Gross Receipts
$198,434
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 ATTACHMENT 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$168,377$183,377▲ $15,000
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$168,377$184,697▲ $16,320
Other Assets Total$0$1,320▲ $1,320
Liabilities
Accounts Payable and Accrued Expenses$24,711$0▼ $24,711
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$24,711$0▼ $24,711
Net Assets / Fund Balance
Unrestricted Net Assets$143,666$184,697▲ $41,031
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$143,666$184,697▲ $41,031
Total Liabilities and Net Assets / Fund Balance$168,377$184,697▲ $16,320
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
Stephanie McalaineSecretary$43,487$43,487

Board Members and Trustees

NameTitle
Bruce SchulmanCo-chairman
Rob NewboldCo-chairman
Brooke HayesCo-president
David MarsCo-president
Spencer HoffmanCo-president
Michael KopelmanPast President
Tucker TwitmyerPast President
Dean MillerVice Chairman
Fabio TerlevichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$89,216
Investment Income
$0
Other Revenue
$109,218
Change in Net Assets
$41,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,916
Salaries, Compensation, and Employee Benefits$43,487
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$43,487-$43,487
Conferences and Meetings$31,944--$31,944
Advertising-$21,972-$21,972
Grants to Domestic Individuals$10,000--$10,000
All Other Expenses$6,880$612-$7,492
Insurance-$5,515-$5,515
Other Expenses$17,317$5,000-$5,000
Office Expenses$2,647$1,983-$4,630
Fees for Services Accounting-$3,751-$3,751
Total Functional Expenses$68,788$88,615$0$157,403
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

EIN
23-3013870
In Care Of
% STEPHANIE P MCALINE
Phone
6109714802

Signing Officer

Name
Stephanie P Mcaline
Title
Secretary
Phone
6109714802
Signed
2014-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie P Mcaline
Formed
1996
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
Steven A Braun
Phone
2156653960
Supplemental Narrative

Additional Explanations

Statement of Program Service Accomplishments

“LINE 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.”

Governance, Management, and Disclosure

“SECTION 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.”

Raw XML AppendixShowing 400 of 413 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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IRS990/PrincipalOfficerNm0STEPHANIE P MCALINE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LP SUMMIT
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL DINNER
IRS990/ProgramServiceRevenueGrp/Desc2CHAPTER EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt052177
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt133596
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt052177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133596
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23443
IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08032
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt033596
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CHAPTER EVENTS
IRS990/ProgSrvcAccomActyOtherGrp/Desc1FELLOWSHIP GRANT
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt019814
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt110000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt03442
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0279340
IRS990/PYOtherRevenueAmt0176051
IRS990/PYProgramServiceRevenueAmt0122849
IRS990/PYRevenuesLessExpensesAmt019560
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0279340
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0298900
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt041031
IRS990/RelatedEntityInd0false
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt052177
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0168377
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0183377
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt15000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0IRINA PARVANOV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1JOEL ENGLANDER
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 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/SupplementalInformationDetail/ExplanationTxt1SECTION 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/SupplementalInformationDetail/FormAndLineReferenceDesc0STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1GOVERNANCE, MANAGEMENT, AND DISCLOSURE
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IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0168377
IRS990/TotalAssetsEOYAmt0184697
IRS990/TotalAssetsGrp/BOYAmt0168377
IRS990/TotalAssetsGrp/EOYAmt0184697
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068788
IRS990/TotalFunctionalExpensesGrp/TotalAmt0157403
IRS990/TotalGrossUBIAmt0109218
IRS990/TotalLiabilitiesBOYAmt024711
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt024711
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0184697
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IRS990/TotalOtherProgSrvcRevenueAmt03442
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IRS990/TotalProgramServiceRevenueAmt089216
IRS990/TotalReportableCompFromOrgAmt043487
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0198434
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0109218
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0168377
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0184697
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0143666
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0184697
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 524
IRS990/USAddress/City0WAYNE
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode019087
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.wpen.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE P MCALINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06109714802
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10Pennsylvania Private Equity Network
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0233013870
ReturnHeader/Filer/InCareOfNm0% STEPHANIE P MCALINE
ReturnHeader/Filer/PhoneNum06109714802
ReturnHeader/Filer/USAddress/AddressLine10PO Box 524
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ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019087

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,697
Liabilities
$0
Net assets
$184,697
Revenue
$198,434
Expenses
$157,403
Net income
$41,031
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