Part VI, Section A, Line 6
“Organizations have to obey by the association's code of conduct to become a member and restrictions”
Institutional Limited Partners Association
990 • Fiscal year 2016 • EIN 75-3028947
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Balance Sheet
Assets
Flat$16,016,310
Flat from 2016
Net Assets
Flat$14,421,667
Flat from 2016
Liabilities
Flat$1,594,643
Flat from 2016
Revenue And Expenses
Revenue
Flat$6,011,755
Flat from 2016
Expenses
Flat$5,232,131
Flat from 2016
Net Income
Flat$779,624
Flat from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Nov 15, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $6,011,755
Mission and Program Overview
Mission
The leading global, member-drive organization dedicated to advancing the interests of private equity Limited Partners through industry-leading education programs, independent research, best practices, networking opportunities and global collaborations.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $13,642,043 | $14,421,667 | ▲ $779,624 |
| Savings and Temporary Cash Investments | $9,268,747 | $8,011,252 | ▼ $1,257,495 |
| Cash and Non-Interest-Bearing Accounts | $4,664,570 | $7,463,196 | ▲ $2,798,626 |
| Prepaid Expenses and Deferred Charges | $84,410 | $281,403 | ▲ $196,993 |
| Land, Buildings, and Equipment, Net | $141,048 | $122,106 | ▼ $18,942 |
| Intangible Assets | $155,032 | $103,355 | ▼ $51,677 |
| Accounts Receivable | $17,484 | $34,998 | ▲ $17,514 |
| Other Notes and Loans Receivable, Net | $0 | $0 | → $0 |
| Pledges and Grants Receivable | $0 | $0 | → $0 |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Other Securities | $0 | $0 | → $0 |
| Investments Program Related | $0 | $0 | → $0 |
| Investments in Publicly Traded Securities | $0 | $0 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Inventories for Sale or Use | $0 | $0 | → $0 |
| Loans From Officers Directors | $0 | $0 | → $0 |
| Total Assets | $14,331,291 | $16,016,310 | ▲ $1,685,019 |
| Other Assets Total | $0 | $0 | → $0 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $323,438 | $859,037 | ▲ $535,599 |
| Deferred Revenue | $365,810 | $735,606 | ▲ $369,796 |
| Grants Payable | $0 | $0 | → $0 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $0 | → $0 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Other Liabilities | $0 | $0 | → $0 |
| Escrow Account Liability | $0 | $0 | → $0 |
| Tax Exempt Bond Liabilities | $0 | $0 | → $0 |
| Total Liabilities | $689,248 | $1,594,643 | ▲ $905,395 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $13,642,043 | $14,421,667 | ▲ $779,624 |
| Total Liabilities and Net Assets / Fund Balance | $14,331,291 | $16,016,310 | ▲ $1,685,019 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $0 | $0 | $0 |
| Other Land Buildings | $96,297 | $328,457 | $0 |
| Land | $0 | - | $0 |
| Equipment | $24,428 | $31,015 | $0 |
| Leasehold Improvements | $1,381 | $719 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Peter Freire | CEO | FT | $350,000 | $157,500 | $507,500 |
| Jennifer Carnithan | Managing Director Industry Affairs | FT | $200,000 | $90,000 | $290,000 |
| Matthew DeMatteis | Director Research | FT | $120,000 | $15,000 | $135,000 |
| Nathaniel Austin | Associate Industry Affairs | FT | $62,000 | - | $62,000 |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| The University of Chicago | Educational Courses presentation | 450 North Cityfront Plaza Drive, Suite 514, Chicago, IL 60611, Be | $190,851 |
| Kreab & Gavin Assoc | European Advocacy Services | 146 University Road, Brookline, MA 02445, Uk | $177,142 |
| The University of Chicago UK | Education courses presentation | - | $128,652 |
| - | Consulting services - communication and marketing | - | $111,375 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $5,963,021
- Investment Income
- $48,734
- Other Revenue
- $0
- All Other Contributions
- $0
- Change in Net Assets
- $779,624
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $6,011,755
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $0
- Other Revenue Adjustments
- $0
- Total Revenue per Audited Statements
- $6,011,755
- Total Revenue per Form 990
- $6,011,755
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $3,067,836 |
| Salaries, Compensation, and Employee Benefits | $2,164,295 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $1,090,160 | $0 | $0 | $1,090,160 |
| Current Officers, Directors, Trustees, and Key Employees | $0 | $918,976 | $0 | $918,976 |
| Payroll Taxes | $0 | $820,981 | $0 | $820,981 |
| Other Salaries and Wages | $0 | $332,498 | $0 | $332,498 |
| Travel | $0 | $331,546 | $0 | $331,546 |
| Office Expenses | $0 | $223,774 | $0 | $223,774 |
| Occupancy | $0 | $204,594 | $0 | $204,594 |
| Information Technology | $0 | $187,094 | $0 | $187,094 |
| Fees for Services Management | $0 | $130,450 | $0 | $130,450 |
| Depreciation Depletion | $0 | $94,643 | $0 | $94,643 |
| Other Employee Benefits | $0 | $91,840 | $0 | $91,840 |
| Fees for Services Lobbying | $0 | $46,736 | $0 | $46,736 |
| Advertising | $0 | $40,680 | $0 | $40,680 |
| Fees for Services Other | $0 | $35,710 | $0 | $35,710 |
| Fees for Services Legal | $0 | $23,647 | $0 | $23,647 |
| Fees for Services Accounting | $0 | $22,086 | $0 | $22,086 |
| Other Expenses | $0 | $2,685 | $0 | $2,685 |
| All Other Expenses | $0 | $2,210 | $0 | $2,210 |
| Insurance | $0 | $1,264 | $0 | $1,264 |
| Total Functional Expenses | $1,704,359 | $3,527,772 | $0 | $5,232,131 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $5,232,131 |
| Total Expenses per Audited Statements | $5,232,131 |
| Total Expenses per Form 990 | $5,232,131 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Other Expense Adjustments | $0 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- In-house lobbying only
- No
- Subject to proxy tax
- Yes
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Receivables from Disqualified Persons | $0 | $0 | → $0 |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- 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
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Part VI, Section A, Line 7A
“| Class of the Person:, Nature of their rights:| Board of Directors, to select executive committee - governance and compensation committee and Finance and Audit committee|”
Part VI, Section A, Line 7B
“| Class of the Person:, Decisions that require their approval:, Nature of their rights:| any members, Board Directors appointments, regular voting rights|”
Part VI, Section B, Line 11A
“The copy will be provided after the filing through online access”
Part VI, Section B, Line 11B
“Form 990 is reviewed every year by an independent auditor as part of the audit process”
Part VI, Section B, Line 12C
“Board of Directors meetings are held four times a year and once a year evaluation of each board director is reviewed and assessed. Executive Committee would be informed of any misconduct and would need to review and evaluate the situation. At this time we had no reported misconduct from the board level or the employee level.”
Part VI, Section B, Line 15
“| Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Peter Freire, Compensation committee meets to discuss the progress of CEO against annual performance metrics and set compensation for the following year. Committee presents its recommendation to the Board for approval. Increase in compensation are based on full comparison of similarly qualified person in functionally comparable position., 2016| Managing Directors, Compensations for any Managing Director positions are reviewed by CEO on annual basis and measured against annual performance metrics. CEO recommends any adjustments to the compensations to the Chair of the Compensation Committee for review and final decision., 2016|”
Part VI, Section C, Line 19
“Any and all are available upon request by the membership community of the association and any financial institution or any other third party that required such documentation or information.”
Filing and Contact Details
Filer
- Filer Name
- Institutional Limited Partners Association
- EIN
- 75-3028947
- In Care Of
- % Michael J Mazzola
- Phone
- 6474948763
- Address
- 1800 M STREET SUITE 825 S, Washington, DC 20036
Signing Officer
- Name
- Eva Kovarik
- Title
- Director, Finance and Operations
- Phone
- 6474948763
- Signed
- 2017-11-15
Organization Details
- Principal Officer
- Michael J Mazzola
- Formed
- 2002
- Legal Domicile
- CA
- Voting Board Members
- 16
- Independent Board Members
- 16
- Employees
- 5
- Volunteers
- 0
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Associate Industry Affairs |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 2002 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/FundraisingAmt | 0 | 0 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 0 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GamingDirectExpensesAmt | 0 | 0 |
| IRS990/GamingGrossIncomeAmt | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GovernmentGrantsAmt | 0 | 0 |
| IRS990/GrantAmt | 0 | 0 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 0 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 6011755 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 16 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartVInd | 0 | X |
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| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 187094 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 187094 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1264 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1264 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 155032 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 103355 |
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| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
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| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 48734 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 48734 |
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| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 360191 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 141048 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 122106 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 482297 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembershipDuesAmt | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | The leading global, member-drive organization dedicated to advancing the interests of private equity Limited Partners through industry-leading education programs, independent research, best practices, networking opportunities and global collaborations. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 13642043 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 14421667 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/ExclusionAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 0 |
| IRS990/NoncashContributionsAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 204594 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 204594 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 223774 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 223774 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 0 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 91840 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 91840 |
| IRS990/OtherExpensesGrp/Desc | 0 | Education Services |
| IRS990/OtherExpensesGrp/Desc | 1 | Research & Industry Affairs |
| IRS990/OtherExpensesGrp/Desc | 2 | Lobbying Proxy tax |
| IRS990/OtherExpensesGrp/Desc | 3 | bank fees and charges |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 16358 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 2685 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 440663 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 173536 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 440663 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 173536 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 16358 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2685 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 332498 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 332498 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/FundraisingAmt | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 820981 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 820981 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 84410 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 281403 |
| IRS990/PrincipalOfficerNm | 0 | Michael J Mazzola |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Other activity - Conference |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Other activity - Education |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Other activity - Research |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Other activity |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 3 | 0 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4118718 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 611629 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 64444 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 1168230 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4118718 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 611629 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 64444 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 1168230 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 3 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Provide education form of topical webcasts, workshops, professional development, advanced level education classes |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 440663 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 611629 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Research initiatives are aimed at providing critical data and information for PE professionals, promoting transparency, reporting and governance procedures. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 173536 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 64444 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 27541 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt | 0 | 0 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt | 0 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $16,016,310
- Liabilities
- $1,594,643
- Net assets
- $14,421,667
- Revenue
- $6,011,755
- Expenses
- $5,232,131
- Net income
- $779,624