Civic Intelligence

Pennsylvania Private Equity Network DBA Wharton Private Equity Partners

990 • Fiscal year 2019 • EIN 23-3013870

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 31, 2020

Organization ProfileWWW.WPEN.ORG
PO Box 524Wayne, PA 19087

(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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

76th percentile

15%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$45,271

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

45%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$139,358

Up $43,574 (+45%) from 2018

Net Assets

Up

$139,358

Up $43,574 (+45%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin76th percentile

Revenue

Up

$297,640

Up $49,839 (+20%) from 2018

Expenses

Up

$254,066

Up $1,520 (+0.6%) from 2018

Net Income

Up

$43,574

Up $48,319 (+1018%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$139,358
Liabilities$0
Net Assets$139,358
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$297,640
Expenses$254,066
Net Income$43,574
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 31, 2020
Return Version
2019v5.1
Gross Receipts
$297,640
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.

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 involvement in carrying out educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$95,784$124,358▲ $28,574
Accounts Receivable-$15,000-
Total Assets$95,784$139,358▲ $43,574
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,784$139,358▲ $43,574
Total Net Assets Fund Balance$95,784$139,358▲ $43,574
Total Liabilities and Net Assets / Fund Balance$95,784$139,358▲ $43,574
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stephanie McalaineExecutive Director/secretaPT$45,271$45,271

Board Members and Trustees

NameTitle
Brooke HayesCo-president
Bruce EatroffCo-president
Karen Griffith GrygaCo-president
Bruce SchulmanAdvisory Board
Dean MillerAlternative Initiative Rel
Rob NewboldPe Fellowship
Brett TopcheTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$172,305
Program Service Revenue
$125,263
Investment Income
$72
Other Revenue
$0
All Other Contributions
$157,000
Change in Net Assets
$43,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,678
Salaries, Compensation, and Employee Benefits$40,388
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$147,272
Current Officers, Directors, Trustees, and Key Employees---$40,388
Advertising---$27,101
Office Expenses---$10,979
Grants to Domestic Individuals---$5,000
Travel---$4,298
Other Expenses---$4,111
Fees for Services Accounting---$3,866
Insurance---$889
Fees for Services Other---$125
Total Functional Expenses$0$0$0$254,066
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
Yes
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

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members and an executive committee.”

Form 990, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section A, Line 7B

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

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Pennsylvania Private Equity Network
EIN
23-3013870
Phone
6109714802
Address
PO BOX 524, WAYNE, PA 19087
Doing Business As
Wharton Private Equity Partners

Signing Officer

Name
Stephanie Mcalaine
Title
Executive Director
Phone
6109714802
Signed
2020-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Mcalaine
Formed
1996
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
48

Preparer

Firm
Drucker & Scaccetti Pc
Address
1600 MARKET STREET SUITE 3300, PHILADELPHIA, PA 19103
Preparer
Rachel M Kieser CPA
Phone
2156653960
Raw XML Appendix320 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/Form990PartVIISectionAGrp/TitleTxt0PE FELLOWSHIP
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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 INDUSTRY OR EDUCATIONALSPEAKER ON THE STATE OF THE PRIVATE EQUITY AND/OR FINANCIAL MARKETS.
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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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095784
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0139358
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0125263
IRS990/TotalReportableCompFromOrgAmt045271
IRS990/TotalRevenueGrp/ExclusionAmt072
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0125263
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0297640
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt048
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095784
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139358
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04298
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WAYNE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019087
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.WPEN.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE MCALAINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06109714802
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA PRIVATE EQUITY NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0PENN
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.250.94.141
ReturnHeader/FilingSecurityInformation/IPDt02020-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:31:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232628118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRUCKER & SCACCETTI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 MARKET STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02156653960
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL M KIESER CPA
ReturnHeader/ReturnTs02020-08-31T13:12:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,358
Liabilities
$0
Net assets
$139,358
Revenue
$297,640
Expenses
$254,066
Net income
$43,574
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