Civic Intelligence

Healthcare Private Equity Association

EIN 27-1707117 • 501(c)6 • Chicago, IL

Profile

The Healthcare Priivate Equity Association is a not-for-profit trade association organized under internal revenue code section 501c6 that represents the United States healthcare private equity industry. The Associations mission is to support the reputation, knowledge and relationships of the healthcare private equity community.

2653 North Geneva TerraceChicago, IL 60614

www.hcpea.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$196,312

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

12th percentile

-20%

Faster asset growth than 12% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$699,225

Down $170,293 (-20%) from 2023

Liabilities

Up

$1,830

Up $495 (+37%) from 2023

Net Assets

Down

$697,395

Down $170,788 (-20%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin8th percentile

Revenue

Up

$756,382

Up $71,583 (+10%) from 2023

Expenses

Up

$927,170

Up $308,749 (+50%) from 2023

Net Income

Down

-$170,788

Down $237,166 (-357%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$699,225
Liabilities$1,830
Net Assets$697,395
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$756,382
Expenses$927,170
Net Income-$170,788
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$699,225
Liabilities
$1,830
Net assets
$697,395
Revenue
$756,382
Expenses
$927,170
Net income
-$170,788
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
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 1, 2016
Return Version
2015v2.1
Gross Receipts
$253,334
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$309,539$371,241▲ $61,702
Accounts Receivable-$5,000-
Prepaid Expenses and Deferred Charges$5,608$4,985▼ $623
Total Assets$315,147$381,226▲ $66,079
Liabilities
Accounts Payable and Accrued Expenses$25,192--
Deferred Revenue-$15,417-
Total Liabilities$25,192$15,417▼ $9,775
Net Assets / Fund Balance
Unrestricted Net Assets$289,955$365,809▲ $75,854
Total Net Assets Fund Balance$289,955$365,809▲ $75,854
Total Liabilities and Net Assets / Fund Balance$315,147$381,226▲ $66,079
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Brian MillerChairman Founder
Michael Dal BelloPresident
Sandy ThompsonVice President Products
Elizabeth BettenVice President Research
Adam AbramsonDirector
Ali SatvatDirector
Brian MorfittDirector
Diane DaychDirector
Edward SobolDirector
Joseph IbrahimDirector
Rajat DuggalDirector
Robb VorhoffDirector
Terry WoodwardDirector
Craig FrancesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$253,334
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$75,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,480
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$90,035--$90,035
Conferences and Meetings$25,075--$25,075
Travel$15,188--$15,188
Insurance-$3,832-$3,832
Office Expenses-$3,311-$3,311
Fees for Services Accounting-$2,220-$2,220
Other Expenses$1,138--$1,138
Fees for Services Legal-$1,004-$1,004
Grants to Domestic Orgs$1,000--$1,000
Information Technology$993--$993
Advertising$387--$387
Total Functional Expenses$167,113$10,367$0$177,480
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.”

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

“The members elect the Board of Directors.”

Filing and Contact Details

Filer

Filer Name
Healthcare Private Equity Association
EIN
27-1707117
Phone
6179010744
Address
2653 North Geneva Terrace, Chicago, IL 60614

Signing Officer

Name
Michael Dal Bello
Title
President
Signed
2016-07-01
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

Firm
Mrjenovich & Bertucci Ltd
Address
7000 S Adams St Suite 200, Willowbrook, IL 60527
Preparer
Anthony J Bertucci
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, 2013, 2014, and 2015 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 Appendix355 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt025192
IRS990/AccountsReceivableGrp/EOYAmt05000
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To support the reputation, knowledge and relationships of the healthcare private equity community.
IRS990/AdvertisingGrp/ProgramServicesAmt0387
IRS990/AdvertisingGrp/TotalAmt0387
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Karen Kajmo
IRS990/BooksInCareOfDetail/PhoneNum03475427329
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt058 Marked Tree Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Needham
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002492
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0309539
IRS990/CashNonInterestBearingGrp/EOYAmt0371241
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt025075
IRS990/ConferencesMeetingsGrp/TotalAmt025075
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0253334
IRS990/CYGrantsAndSimilarPaidAmt01000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0176480
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt075854
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0177480
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0253334
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt015417
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0167113
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02220
IRS990/FeesForServicesAccountingGrp/TotalAmt02220
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01004
IRS990/FeesForServicesLegalGrp/TotalAmt01004
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt090035
IRS990/FeesForServicesManagementGrp/TotalAmt090035
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13002.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Ali Satvat
IRS990/Form990PartVIISectionAGrp/PersonNm1Adam Abramson
IRS990/Form990PartVIISectionAGrp/PersonNm2Brian Morfitt
IRS990/Form990PartVIISectionAGrp/PersonNm3Joseph Ibrahim
IRS990/Form990PartVIISectionAGrp/PersonNm4Edward Sobol
IRS990/Form990PartVIISectionAGrp/PersonNm5Rajat Duggal
IRS990/Form990PartVIISectionAGrp/PersonNm6Diane Daych
IRS990/Form990PartVIISectionAGrp/PersonNm7Terry Woodward
IRS990/Form990PartVIISectionAGrp/PersonNm8Robb Vorhoff
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael Dal Bello
IRS990/Form990PartVIISectionAGrp/PersonNm10Brian Miller
IRS990/Form990PartVIISectionAGrp/PersonNm11Craig Frances
IRS990/Form990PartVIISectionAGrp/PersonNm12Elizabeth Betten
IRS990/Form990PartVIISectionAGrp/PersonNm13Sandy Thompson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chairman Founder
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President Research
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President Products
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0253334
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0993
IRS990/InformationTechnologyGrp/TotalAmt0993
IRS990/InsuranceGrp/ManagementAndGeneralAmt03832
IRS990/InsuranceGrp/TotalAmt03832
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0253334
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Healthcare Priivate Equity Association is a not-for-profit trade association organized under internal revenue code section 501c6 that represents the United States healthcare private equity industry. The Associations mission is to support the reputation, knowledge and relationships of the healthcare private equity community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0289955
IRS990/NetAssetsOrFundBalancesEOYAmt0365809
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03311
IRS990/OfficeExpensesGrp/TotalAmt03311
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Food and Beverage for Special Events
IRS990/OtherExpensesGrp/Desc1Speaker Gifts
IRS990/OtherExpensesGrp/ProgramServicesAmt033297
IRS990/OtherExpensesGrp/ProgramServicesAmt11138
IRS990/OtherExpensesGrp/TotalAmt033297
IRS990/OtherExpensesGrp/TotalAmt11138
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05608
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04985
IRS990/PrincipalOfficerNm0Joseph Ibrahim
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0240000
IRS990/PYGrantsAndSimilarPaidAmt01373
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0262737
IRS990/PYRevenuesLessExpensesAmt0-24110
IRS990/PYTotalExpensesAmt0264110
IRS990/PYTotalRevenueAmt0240000
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt075854
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0253334
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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, 2013, 2014, and 2015 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is distributed and reviewed by the Board of Directors before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Association consists of member Organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The members elect the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7a
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0315147
IRS990/TotalAssetsEOYAmt0381226
IRS990/TotalAssetsGrp/BOYAmt0315147
IRS990/TotalAssetsGrp/EOYAmt0381226
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0253334
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010367
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0167113
IRS990/TotalFunctionalExpensesGrp/TotalAmt0177480
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025192
IRS990/TotalLiabilitiesEOYAmt015417
IRS990/TotalLiabilitiesGrp/BOYAmt025192
IRS990/TotalLiabilitiesGrp/EOYAmt015417
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0289955
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0365809
IRS990/TotalProgramServiceExpensesAmt0167113
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253334
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0315147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0381226
IRS990/TravelGrp/ProgramServicesAmt015188
IRS990/TravelGrp/TotalAmt015188
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0289955
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0365809
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt058 Marked Tree Road
IRS990/USAddress/CityNm0Needham
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002492
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.HCPEA.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Dal Bello
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Healthcare Private Equity Association
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0271707117
ReturnHeader/Filer/PhoneNum06179010744
ReturnHeader/Filer/USAddress/AddressLine1Txt02653 North Geneva Terrace
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mrjenovich & Bertucci Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07000 S Adams St Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Willowbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060527
ReturnHeader/PreparerPersonGrp/PhoneNum06307890200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony J Bertucci
ReturnHeader/ReturnTs02016-07-01T09:50:05-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.