Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Wharton School Club of Washington
EIN 52-1492211 • 501(c)3 • Bethesda, MD
Profile
To provide continuing professional and executive education for wharton alumni, professionals and executives.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
99th percentile
Faster asset growth than 99% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Balance Sheet
Assets
Up$25,821
Up $25,339 (+5257%) from 2021
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$25,821
Up $25,339 (+5257%) from 2021
Revenue
Up$87,061
Up $66,621 (+326%) from 2021
Expenses
Up$61,722
Up $38,112 (+161%) from 2021
Net Income
Up$25,339
Up $28,509 (+899%) from 2021
Trend Graphs
Filings
Most recent year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $25,821
- Liabilities
- -
- Net assets
- $25,821
- Revenue
- $87,061
- Expenses
- $61,722
- Net income
- $25,339
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- May 10, 2023
- Return Version
- 2021v4.0
- Gross Receipts
- $87,061
Mission and Program Overview
Mission
To provide continuing professional and executive education for Wharton alumni, professionals, and executives.
To provide continuing professional and executive education for wharton alumni, professionals and executives.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| MEETINGS & CONFERENCES FEATURING SPEAKERS, EXECUTIVES, DIPLOMATS, BUSINESS & GOVERNMENT LEADERS DISCUSSING NUMEROUS BUSINESS, ECONOMIC, POLITICAL, EDUCATIONAL, INTERNATIONAL, FINANCING, TECHNOLOGY, NON-PROFIT & OTHER TOPICS. INFORMATION IS DISSEMINATED THROUGH PERSONAL CONTACTS, E-MAILS & WEBSITE. APPROXIMATELY 100 EVENTS ARE NORMALLY HELD ANNUALLY AND ARE ATTENDED BY APPROXIMATELY 3,000 INDIVIDUALS | - | $61,722 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEAN FRANCOIS ORSINI | Chairman/Tre | - | $0 | - | - |
| ALAN N SCHLAIFER | President | FT | $0 | - | - |
| JUSTINE SCHAFFNER | VP/Director | - | $0 | - | - |
| RAMESH K GUPTA | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Wharton School Club of Washington
- EIN
- 52-1492211
- Phone
- 3013658999
- Address
- 7533 BRADLEY BOULEVARD, BETHESDA, MD 20817-1450
Signing Officer
- Name
- Alan N Schlaifer
- Title
- President
- Phone
- 3013658999
- Signed
- 2023-05-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bq Tax & Accounting Ltd
- Address
- 115 PLAZA LANE STE 6, COBLESKILL, NY 12043-5711
- Preparer
- Tioni Kala Croote Ea
- Phone
- 5182344829
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses 2,514 137 229 80 732 600 4,230 1,797 23,085 -879 170 450 350 915 2,093 insurance 1,831 total 38,334”
Form 990-ez, Part III
“To provide continuing professional and executive education for wharton alumni, professionals and executives.”
Form 990-ez, Part III, Line 28
“Meetings & conferences featuring speakers, executives, diplomats, business & government leaders discussing numerous business, economic, political, educational, international, financing, technology, non-profit & other topics. Information is disseminated through personal contacts, e-mails & website. Approximately 100 events are normally held annually and are attended by approximately 3,000 individuals”
Raw XML Appendix150 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ALAN N SCHLAIFER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3013658999 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7533 BRADLEY BOULEVARD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BETHESDA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MD |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20817 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 482 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 25821 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 146 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 25339 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 17271 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 482 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 25821 |
| IRS990EZ/GrossReceiptsAmt | 0 | 87061 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8829 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 482 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 25821 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 482 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 25821 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.20 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEAN FRANCOIS ORSINI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ALAN N SCHLAIFER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JUSTINE SCHAFFNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | RAMESH K GUPTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN/TRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VP/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 38334 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE CONTINUING PROFESSIONAL AND EXECUTIVE EDUCATION FOR WHARTON ALUMNI, PROFESSIONALS AND EXECUTIVES. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 6117 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 78086 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MEETINGS & CONFERENCES FEATURING SPEAKERS, EXECUTIVES, DIPLOMATS, BUSINESS & GOVERNMENT LEADERS DISCUSSING NUMEROUS BUSINESS, ECONOMIC, POLITICAL, EDUCATIONAL, INTERNATIONAL, FINANCING, TECHNOLOGY, NON-PROFIT & OTHER TOPICS. INFORMATION IS DISSEMINATED THROUGH PERSONAL CONTACTS, E-MAILS & WEBSITE. APPROXIMATELY 100 EVENTS ARE NORMALLY HELD ANNUALLY AND ARE ATTENDED BY APPROXIMATELY 3,000 INDIVIDUALS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 61722 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 61722 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 61722 |
| IRS990EZ/TotalRevenueAmt | 0 | 87061 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WHARTONDC.COM |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 146 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 8350 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 59934 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 28941 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 28498 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 125869 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 16 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 86915 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 12040 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 73496 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 64666 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 85765 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 322882 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 5 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 5 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 16 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 448751 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 87061 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 20390 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 133430 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 93607 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 114263 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 448751 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 87061 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 20391 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 133435 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 93612 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 114268 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 448767 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES 2,514 137 229 80 732 600 4,230 1,797 23,085 -879 170 450 350 915 2,093 INSURANCE 1,831 TOTAL 38,334 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | TO PROVIDE CONTINUING PROFESSIONAL AND EXECUTIVE EDUCATION FOR WHARTON ALUMNI, PROFESSIONALS AND EXECUTIVES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEETINGS & CONFERENCES FEATURING SPEAKERS, EXECUTIVES, DIPLOMATS, BUSINESS & GOVERNMENT LEADERS DISCUSSING NUMEROUS BUSINESS, ECONOMIC, POLITICAL, EDUCATIONAL, INTERNATIONAL, FINANCING, TECHNOLOGY, NON-PROFIT & OTHER TOPICS. INFORMATION IS DISSEMINATED THROUGH PERSONAL CONTACTS, E-MAILS & WEBSITE. APPROXIMATELY 100 EVENTS ARE NORMALLY HELD ANNUALLY AND ARE ATTENDED BY APPROXIMATELY 3,000 INDIVIDUALS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALAN N SCHLAIFER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3013658999 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WHARTON SCHOOL CLUB OF WASHINGTON |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WHAR |
| ReturnHeader/Filer/EIN | 0 | 521492211 |
| ReturnHeader/Filer/PhoneNum | 0 | 3013658999 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7533 BRADLEY BOULEVARD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BETHESDA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 208171450 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 472327733 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BQ TAX & ACCOUNTING LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 115 PLAZA LANE STE 6 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | COBLESKILL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 120435711 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5182344829 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-05-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TIONI KALA CROOTE EA |
| ReturnHeader/ReturnTs | 0 | 2023-05-15T15:43:10-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ALAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SCHLAIFER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.