Civic Intelligence

Pennsylvania Private Equity Network DBA Wharton Private Equity Partners

990 • Fiscal year 2020 • EIN 23-3013870

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

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

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$26,325

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

26%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-58%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$174,916

Up $35,558 (+26%) from 2019

Net Assets

Up

$174,916

Up $35,558 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin84th percentile

Revenue

Down

$123,643

Down $173,997 (-58%) from 2019

Expenses

Down

$88,085

Down $165,981 (-65%) from 2019

Net Income

Down

$35,558

Down $8,016 (-18%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$174,916
Liabilities$0
Net Assets$174,916
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$123,643
Expenses$88,085
Net Income$35,558
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 29, 2021
Return Version
2020v4.1
Gross Receipts
$123,643
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$124,358$174,916▲ $50,558
Accounts Receivable$15,000--
Total Assets$139,358$174,916▲ $35,558
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$139,358$174,916▲ $35,558
Total Net Assets Fund Balance$139,358$174,916▲ $35,558
Total Liabilities and Net Assets / Fund Balance$139,358$174,916▲ $35,558
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stephanie McalaineExecutive DirectorPT$26,325$26,325

Board Members and Trustees

NameTitle
Brook HayesDirector/co-president
Bruce SchulmanDirector/co-president
Bruce EatroffDirector
Dean MillerDirector
Karen Griggith GrygaDirector
Marc LedermanDirector
Rob NewboldDirector
Brett TopcheDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,536
Program Service Revenue
$55,035
Investment Income
$72
Other Revenue
$0
All Other Contributions
$55,000
Change in Net Assets
$35,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,760
Salaries, Compensation, and Employee Benefits$26,325
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$0$0$0$27,748
Current Officers, Directors, Trustees, and Key Employees$0$0$0$26,325
Information Technology$0$0$0$10,560
Conferences and Meetings$0$0$0$8,888
Fees for Services Accounting$0$0$0$4,465
Other Expenses$0$0$0$2,575
Office Expenses$0$0$0$2,064
Insurance$0$0$0$889
Total Functional Expenses$0$0$0$88,085
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
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
2021-10-29
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
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.”

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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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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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0139358
IRS990/TotalAssetsEOYAmt0174916
IRS990/TotalAssetsGrp/BOYAmt0139358
IRS990/TotalAssetsGrp/EOYAmt0174916
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt068536
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt088085
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0139358
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0174916
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt055035
IRS990/TotalReportableCompFromOrgAmt026325
IRS990/TotalRevenueGrp/ExclusionAmt072
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055035
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123643
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt033
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0139358
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0174916
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 524
IRS990/USAddress/CityNm0WAYNE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019087
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.WPEN.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE MCALAINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06109714802
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA PRIVATE EQUITY NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0233013870
ReturnHeader/Filer/PhoneNum06109714802
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 524
ReturnHeader/Filer/USAddress/CityNm0WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019087
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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward A Suarez CPA MBA
ReturnHeader/ReturnTs02021-11-15T12:10:01-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCALAINE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,916
Liabilities
$0
Net assets
$174,916
Revenue
$123,643
Expenses
$88,085
Net income
$35,558
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
2020Detailed filing. Detailed filing data is available for this year.$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