Civic Intelligence

Pennsylvania Private Equity Network DBA Wharton Private Equity Partners

990 • Fiscal year 2024 • EIN 23-3013870

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 28, 2025

Organization ProfileN/A
PO Box 54Wynnewood, PA 19096

(484) 222-8744

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.01x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

89th percentile

29%

Higher net margin than 89% of similar nonprofits.

2024 filings • 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.

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

Asset Growth

90th percentile

47%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

39th percentile

-2.2%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$340,683

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

Net Assets

Up

$337,078

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

Liabilities

Down

$3,605

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

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin89th 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

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

2024

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

Operations Trend

Revenue Growth39th 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

2024

Revenue$408,392
Expenses$289,009
Net Income$119,383
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$408,392
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$231,295$340,683▲ $109,388
Total Assets$231,295$340,683▲ $109,388
Liabilities
Accounts Payable and Accrued Expenses$13,600$3,605▼ $9,995
Total Liabilities$13,600$3,605▼ $9,995
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$217,695$337,078▲ $119,383
Total Net Assets Fund Balance$217,695$337,078▲ $119,383
Total Liabilities and Net Assets / Fund Balance$231,295$340,683▲ $109,388
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer SimonsExecutive DirectorPT$122,296$122,296

Board Members and Trustees

NameTitle
Bruce EatroffDirector/Co-President
Karen Griffith GryaDirector/Co-President
Mark SolovyDirector/Co-President
Brett TopcheDirector/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,670
Program Service Revenue
$382,700
Investment Income
$22
Other Revenue
$0
Change in Net Assets
$119,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,713
Salaries, Compensation, and Employee Benefits$122,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$0$0$0$134,292
Current Officers, Directors, Trustees, and Key Employees$0$0$0$122,296
Fees for Services Accounting$0$0$0$7,050
Insurance$0$0$0$3,999
Information Technology$0$0$0$3,193
Other Expenses$0$0$0$1,595
Advertising$0$0$0$531
Total Functional Expenses$0$0$0$289,009
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
Pennsyvania Private Equity Network
EIN
23-3013870
Phone
4842228744
Address
PO Box 54, Wynnewood, PA 19096
Doing Business As
Wharton Private Equity Partners

Signing Officer

Name
Bruce Eatroff
Title
Co-President
Phone
4842228744
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Pa
Voting Board Members
35
Independent Board Members
34
Employees
0
Volunteers
33

Preparer

Firm
TD Services of TN LLC
Address
817 Jay Lane, Lascassas, TN 37085
Preparer
Tabitha D York EA
Phone
6154279971
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Oorganixation has members and an executive commitee”

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

“Prepare distribtes form 990 to designated officers to review prior to signing and filing”

Pt VI, Line 19

“The organizations governing documents and financial statements are available upon request”

Other

“Part 1, Line 1, and Part III. Line 1 - The organizations 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 organizations programs, symposiums, and panel discussions across the globe one hundred percent of the organizations 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pennsyvania Private Equity Network
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0233013870
ReturnHeader/Filer/PhoneNum04842228744
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 54
ReturnHeader/Filer/USAddress/CityNm0Wynnewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019096
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884211083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD Services of TN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0817 Jay Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lascassas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037085
ReturnHeader/PreparerPersonGrp/PhoneNum06154279971
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tabitha D York EA
ReturnHeader/ReturnTs02025-10-28T15:54:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

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
2024Detailed filing. Detailed filing data is available for this year.$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