Civic Intelligence

Wharton Alumni Angels

990EZ • Fiscal year 2017 • EIN 81-4641280

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 15, 2018

Organization ProfileN/A
180 Steuart StSan Francisco, CA 94119

(415) 750-0522

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

49%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

$8,252

No earlier filing loaded for comparison.

Net Assets

$8,252

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin97th percentile

Revenue

$16,744

No earlier filing loaded for comparison.

Expenses

$8,492

No earlier filing loaded for comparison.

Net Income

$8,252

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2017: $8,252Liabilities 2017: $0Net Assets 2017: $8,2522017Assets 2018: $11,117Liabilities 2018: $0Net Assets 2018: $11,1172018Assets 2019: $8,992Liabilities 2019: $0Net Assets 2019: $8,9922019Assets 2021: $11,797Liabilities 2021: $0Net Assets 2021: $11,7972021Assets 2022: $25,924Liabilities 2022: $0Net Assets 2022: $25,9242022Assets 2023: $41,844Liabilities 2023: $0Net Assets 2023: $41,8442023Assets 2024: $18,592Liabilities 2024: $0Net Assets 2024: $18,5922024

Highlighted filing

2017

Assets$8,252
Liabilities$0
Net Assets$8,252
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $16,744Expenses 2017: $8,492Net Income 2017: $8,2522017Revenue 2018: $16,921Expenses 2018: $14,056Net Income 2018: $2,8652018Revenue 2019: $39,732Expenses 2019: $41,857Net Income 2019: -$2,1252019Revenue 2021: $67,622Expenses 2021: $62,167Net Income 2021: $5,4552021Revenue 2022: $83,980Expenses 2022: $69,853Net Income 2022: $14,1272022Revenue 2023: $84,381Expenses 2023: $68,461Net Income 2023: $15,9202023Revenue 2024: $74,210Expenses 2024: $97,462Net Income 2024: -$23,2522024

Highlighted filing

2017

Revenue$16,744
Expenses$8,492
Net Income$8,252
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 15, 2018
Return Version
2016v3.0
Gross Receipts
$20,836
Mission and Program Overview

Mission

To strengthen the entrepreneurial ecosystem for alumni of the Wharton School of The University of Pennsylvania. The corporation is dedicated to supporting the school's over 400 students & over 5,000 alumni, by cultivating early-stage investors and entrepreneurs.

Program Services

DescriptionGrantsExpenses
The corporation provides over 75 members access to early-stage investments and provides entrepreneurs support for growing their businesses.-$5,059
The corporation provides educational, professional development advising and mentoring opportunities to investors, entrepreneurs & over 400 students. Educational events are open to the public.-$3,433
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEB BARDHANDirectorPT$0--
DAVID MESDirectorPT$0--
NATE JEWELLDirectorPT$0--
JOHN BRAZEDirector/PresidentPT$0--
STEVE ADELMANScreening Committee ChairPT$0--
MICHAEL JUEVP MembershipsPT$0--
VANESSA LEEVP OperationsPT$0--
DAVID HIRSCHVenture Deal PrincipalPT$0--
ASH ARCHIBALDEvent DirectorPT$0--
KALI BHANDARISocial Media And MarketingPT$0--
Filing and Contact Details

Filer

Filer Name
Wharton Alumni Angels
EIN
81-4641280
Phone
4157500522
Address
180 Steuart St, San Francisco, CA 94119

Signing Officer

Name
John Braze
Title
President
Phone
4157500522
Signed
2018-01-15
Discuss with paid preparer
Yes

Preparer

Firm
D & L Financial Services
Address
5820 Soltero Drive, San Jose, CA 95123
Preparer
Dana Grijalva Ea
Phone
4082271472
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“WEBSITE HOSTING 660.”

Form 990EZ, Part I, Line 16

“BUSINESS TOOLS 2105.”

Form 990EZ, Part I, Line 16

“DOMAIN FEE 26.”

Form 990EZ, Part I, Line 16

“LICENSES AND FEES 880.”

Form 990EZ, Part I, Line 16

“Membership and registration 850.”

Form 990EZ, Part I, Line 16

“INSURANCE 2724.”

Form 990EZ, Part I, Line 16

“MERCHANT FEES 577.”

Form 990EZ, Part I, Line 16

“BANK FEES 36.”

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0VANESSA LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum04157500522
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0180 Steuart St Unit 192750
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094119
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08252
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08252
IRS990EZ/FundraisingGrossIncomeAmt01601
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt020836
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019235
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08252
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08252
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEB BARDHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID MES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATE JEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN BRAZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE ADELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL JUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VANESSA LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID HIRSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ASH ARCHIBALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KALI BHANDARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director/President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Screening Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Memberships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Operations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Venture Deal Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Event Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Social Media and Marketing
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07858
IRS990EZ/PrimaryExemptPurposeTxt0To strengthen the entrepreneurial ecosystem for alumni of the Wharton School of The University of Pennsylvania. The corporation is dedicated to supporting the school's over 400 students & over 5,000 alumni, by cultivating early-stage investors and entrepreneurs.
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The corporation provides over 75 members access to early-stage investments and provides entrepreneurs support for growing their businesses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The corporation provides educational, professional development advising and mentoring opportunities to investors, entrepreneurs & over 400 students. Educational events are open to the public.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05059
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13433
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04092
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2491
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08492
IRS990EZ/TotalProgramServiceExpensesAmt08492
IRS990EZ/TotalRevenueAmt016744
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEBSITE HOSTING 660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS TOOLS 2105.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOMAIN FEE 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES AND FEES 880.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP AND REGISTRATION 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 2724.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MERCHANT FEES 577.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES 36.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BRAZE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04157500522
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wharton Alumni Angels
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0814641280
ReturnHeader/Filer/PhoneNum04157500522
ReturnHeader/Filer/USAddress/AddressLine1Txt0180 Steuart St
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094119
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB5BC880406ACAD73EE5D2EB52A559B3EBF938C1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB5BC880406ACAD73EE5D2EB52A559B3EBF938C1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.70.8.197
ReturnHeader/FilingSecurityInformation/IPDt02018-01-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:15:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D & L Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05820 Soltero Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095123
ReturnHeader/PreparerPersonGrp/PhoneNum04082271472
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA GRIJALVA EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-15T19:16:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-12-02
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,252
Liabilities
$0
Net assets
$8,252
Revenue
$16,744
Expenses
$8,492
Net income
$8,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$74.2$97.5$23.3
2023Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$84.4$68.5$15.9
2022Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$84.0$69.9$14.1
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$67.6$62.2$5.46
2019Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$39.7$41.9$2.13
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$16.9$14.1$2.87
2017Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$16.7$8.49$8.25