Civic Intelligence

Healthcare Private Equity Association

990 • Fiscal year 2013 • EIN 27-1707117

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 19, 2014

Organization Profilewww.HCPEA.org
58 Marked Tree Road02492

(617) 901-0744

Siviq Scores

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

Liabilities / Assets

57th percentile

0.02x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

86th percentile

22%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$318,889

Up $52,199 (+20%) from 2012

Net Assets

Up

$314,065

Up $47,375 (+18%) from 2012

Liabilities

Up

$4,824

Up $4,824 from 2012

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin86th percentile

Revenue

$216,250

No earlier filing loaded for comparison.

Expenses

Up

$168,875

Up $4,931 (+3.0%) from 2012

Net Income

$47,375

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.0M$500K$0Assets 2011: $223,866Liabilities 2011: $23,232Net Assets 2011: $200,6342011Assets 2012: $266,690Liabilities 2012: $0Net Assets 2012: $266,6902012Assets 2013: $318,889Liabilities 2013: $4,824Net Assets 2013: $314,0652013Assets 2014: $315,147Liabilities 2014: $25,192Net Assets 2014: $289,9552014Assets 2015: $381,226Liabilities 2015: $15,417Net Assets 2015: $365,8092015Assets 2016: $412,640Liabilities 2016: $5,000Net Assets 2016: $407,6402016Assets 2017: $475,612Liabilities 2017: $5,000Net Assets 2017: $470,6122017Assets 2018: $364,553Liabilities 2018: $0Net Assets 2018: $364,5532018Assets 2019: $442,399Liabilities 2019: $0Net Assets 2019: $442,3992019Assets 2020: $530,306Liabilities 2020: $0Net Assets 2020: $530,3062020Assets 2021: $657,652Liabilities 2021: $0Net Assets 2021: $657,6522021Assets 2022: $802,462Liabilities 2022: $657Net Assets 2022: $801,8052022Assets 2023: $869,518Liabilities 2023: $1,335Net Assets 2023: $868,1832023Assets 2024: $699,225Liabilities 2024: $1,830Net Assets 2024: $697,3952024

Highlighted filing

2013

Assets$318,889
Liabilities$4,824
Net Assets$314,065
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $170,2822011Expenses 2012: $163,9442012Revenue 2013: $216,250Expenses 2013: $168,875Net Income 2013: $47,3752013Revenue 2014: $240,000Expenses 2014: $264,110Net Income 2014: -$24,1102014Revenue 2015: $253,334Expenses 2015: $177,480Net Income 2015: $75,8542015Revenue 2016: $277,917Expenses 2016: $236,086Net Income 2016: $41,8312016Revenue 2017: $306,250Expenses 2017: $243,278Net Income 2017: $62,9722017Revenue 2018: $342,500Expenses 2018: $448,559Net Income 2018: -$106,0592018Revenue 2019: $367,450Expenses 2019: $289,604Net Income 2019: $77,8462019Revenue 2020: $427,439Expenses 2020: $339,532Net Income 2020: $87,9072020Revenue 2021: $480,034Expenses 2021: $352,688Net Income 2021: $127,3462021Revenue 2022: $650,300Expenses 2022: $506,147Net Income 2022: $144,1532022Revenue 2023: $684,799Expenses 2023: $618,421Net Income 2023: $66,3782023Revenue 2024: $756,382Expenses 2024: $927,170Net Income 2024: -$170,7882024

Highlighted filing

2013

Revenue$216,250
Expenses$168,875
Net Income$47,375
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 19, 2014
Return Version
2013v3.1
Gross Receipts
$216,250
Mission and Program Overview

Mission

To create a dedicated network that supports the education, knowledge and relationships of the healthcare private equity community.

To support the reputation, knowledge and relationships of the healthcare private equity community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$244,794$289,425▲ $44,631
Prepaid Expenses and Deferred Charges$21,896$29,464▲ $7,568
Total Assets$266,690$318,889▲ $52,199
Liabilities
Deferred Revenue-$3,750-
Accounts Payable and Accrued Expenses-$1,074-
Total Liabilities$0$4,824▲ $4,824
Net Assets / Fund Balance
Unrestricted Net Assets$266,690$314,065▲ $47,375
Total Net Assets Fund Balance$266,690$314,065▲ $47,375
Total Liabilities and Net Assets / Fund Balance$266,690$318,889▲ $52,199
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Brian MillerChairman Founder
Joseph IbrahimPresident
Sandy ThompsonVice President Products
Elizabeth BettenVice President Research
Adam AbramsonDirector
Brian MorfittDirector
David KatzDirector
Michael Dal BelloDirector
Rajat DuggalDirector
Terry HymanDirector
Terry WoodwardDirector
Dan AgroskinChief Financial Officer
Craig FrancesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$216,250
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$47,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$163,875
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$97,500--$97,500
Travel$12,341--$12,341
Grants to Domestic Orgs$5,000--$5,000
Fees for Services Legal-$4,313-$4,313
Insurance-$3,685-$3,685
Advertising$3,474--$3,474
Office Expenses-$3,135-$3,135
Fees for Services Accounting-$2,209-$2,209
Information Technology$1,365--$1,365
Other Expenses$650--$650
All Other Expenses$524--$524
Total Functional Expenses$155,533$13,342$0$168,875
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is distributed and reviewed by the Board of Directors before it is filed.”

Form 990, Part VI, Section C, Line 19

“The financial statements are made available to the public upon request.”

Form 990, Part VI, Section A, Line 6

“The Association consists of member Organizations.”

Filing and Contact Details

Filer

EIN
27-1707117
Phone
6179010744

Signing Officer

Name
Joseph Ibrahim
Title
President
Signed
2014-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Ibrahim
Formed
2010
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
Glenn J Mrjenovich
Phone
6307890200
Supplemental Narrative

Financial Statement Notes

X 2

“The Association files Form 990, Return of Organization Exempt from Income Tax in the U.S. federal jurisdiction. The Associations Forms 990 for the years ending December 31, 2011, 2012, and 2013 are subject to examination, generally, for three years after they were filed. The Association does not expect a material net change in unrecognized tax benefits in the next twelve months.”

Raw XML Appendix346 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/Desc0Fostering a greater understanding of private equitys contributions to the healthcare economy. Supporting public policy initiatives that make healthcare an appealing sector for investment. Promoting institutional/limited partner investment in the healthcare private equity industry. Providing reliable industry data and news. Investing in the professional development of its members. Facilitating interaction among its members.
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President Research
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Association files Form 990, Return of Organization Exempt from Income Tax in the U.S. federal jurisdiction. The Associations Forms 990 for the years ending December 31, 2011, 2012, and 2013 are subject to examination, generally, for three years after they were filed. The Association does not expect a material net change in unrecognized tax benefits in the next twelve months.
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IRS990/TotalAssetsGrp/BOYAmt0266690
IRS990/TotalAssetsGrp/EOYAmt0318889
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0216250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013342
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0155533
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168875
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt04824
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04824
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0266690
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0314065
IRS990/TotalProgramServiceExpensesAmt0155533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0266690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0318889
IRS990/TravelGrp/ProgramServicesAmt012341
IRS990/TravelGrp/TotalAmt012341
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0266690
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0314065
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1058 Marked Tree Road
IRS990/USAddress/City0Needham
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002492
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.HCPEA.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Ibrahim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10Healthcare Private Equity Association
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0271707117
ReturnHeader/Filer/PhoneNum06179010744
ReturnHeader/Filer/USAddress/AddressLine1058 Marked Tree Road
ReturnHeader/Filer/USAddress/City0Needham
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Mrjenovich & McGowan Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107000 S Adams St Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Willowbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060527
ReturnHeader/PreparerPersonGrp/PhoneNum06307890200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Glenn J Mrjenovich
ReturnHeader/ReturnTs02014-06-19T11:24:46-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$318,889
Liabilities
$4,824
Net assets
$314,065
Revenue
$216,250
Expenses
$168,875
Net income
$47,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.02$6.97$7.56$9.27$1.71
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.70$0.01$8.68$6.85$6.18$0.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.01$8.02$6.50$5.06$1.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.00$6.58$4.80$3.53$1.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.30$4.27$3.40$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.00$4.42$3.67$2.90$0.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$3.43$4.49$1.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.05$4.71$3.06$2.43$0.63
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.05$4.08$2.78$2.36$0.42
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.15$3.66$2.53$1.77$0.76
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.25$2.90$2.40$2.64$0.24
2013Detailed filing. Detailed filing data is available for this year.$3.19$0.05$3.14$2.16$1.69$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.23$2.01$1.70