Civic Intelligence

Wharton Alumni Angels

990EZ • Fiscal year 2018 • EIN 81-4641280

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 08, 2019

Organization ProfileN/A
1231 Highland AveFort Washington, PA 19034

(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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

17%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

35%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

1.1%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$11,117

Up $2,865 (+35%) from 2017

Net Assets

Up

$11,117

Up $2,865 (+35%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin80th percentile

Revenue

Up

$16,921

Up $177 (+1.1%) from 2017

Expenses

Up

$14,056

Up $5,564 (+66%) from 2017

Net Income

Down

$2,865

Down $5,387 (-65%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

2018

Assets$11,117
Liabilities$0
Net Assets$11,117
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

2018

Revenue$16,921
Expenses$14,056
Net Income$2,865
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.2
Gross Receipts
$19,878
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.

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 students & alumni, by cultivating early-stage investors and entrepreneurs.

Program Services

DescriptionGrantsExpenses
The corporation provides its members education about and access to early-stage investing opportunities. The corporation also provides entrepreneurs support for growing their businesses.--
The corporation provides educational, professional development advising and mentoring opportunities to investors, entrepreneurs & over 400 students. Educational events are open to the public.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BRAZEPresident & Board DirectorPT$0--
DEB BARDHANTreasurer & Board DirectorPT$0--
NATE JEWELLBoard DirectorPT$0--
DAVID MESBoard DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Wharton Alumni Angels
EIN
81-4641280
Phone
4157500522
Address
1231 Highland Ave, Fort Washington, PA 19034

Signing Officer

Name
John Braze
Title
President & Board Director
Phone
4157500522
Signed
2019-02-08
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

“SOFTWARE 2000.”

Form 990EZ, Part I, Line 16

“WEBSITE HOSTING 180.”

Form 990EZ, Part I, Line 16

“SaaS SERVICE 367.”

Form 990EZ, Part I, Line 16

“BUSINESS TOOLS 2949.”

Form 990EZ, Part I, Line 16

“DOMAIN FEE”

Form 990EZ, Part I, Line 16

“LICENSES AND FEES 1065.”

Form 990EZ, Part I, Line 16

“Membership and registration 875.”

Form 990EZ, Part I, Line 16

“INSURANCE 2724.”

Form 990EZ, Part I, Line 16

“MERCHANT FEES 538.”

Form 990EZ, Part I, Line 16

“BANK FEES 41.”

Form 990EZ, Part I, Line 16

“Ca secretary of state filing 10.”

Raw XML Appendix132 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KRANZ ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum06508544400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0830 Menlo Avenue Suite 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menlo Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08252
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011083
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02865
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03296
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08252
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011117
IRS990EZ/FundraisingGrossIncomeAmt02778
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019878
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08252
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011117
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08252
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011117
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN BRAZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEB BARDHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATE JEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID MES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & Board Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer & Board Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034
IRS990EZ/OtherExpensesTotalAmt010749
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 students & alumni, by cultivating early-stage investors and entrepreneurs.
IRS990EZ/PrintingPublicationsPostageAmt011
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The corporation provides its members education about and access to early-stage investing opportunities. The corporation also 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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02957
IRS990EZ/SpecialEventsNetIncomeLossAmt0-179
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014056
IRS990EZ/TotalRevenueAmt016921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOFTWARE 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE HOSTING 180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SaaS SERVICE 367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUSINESS TOOLS 2949.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOMAIN FEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSES AND FEES 1065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP AND REGISTRATION 875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 2724.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MERCHANT FEES 538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK FEES 41.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CA SECRETARY OF STATE FILING 10.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BRAZE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & BOARD DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04157500522
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wharton Alumni Angels
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0814641280
ReturnHeader/Filer/PhoneNum04157500522
ReturnHeader/Filer/USAddress/AddressLine1Txt01231 Highland Ave
ReturnHeader/Filer/USAddress/CityNm0Fort Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019034
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB5BC880406ACAD73EE5D2EB52A559B3EBF938C1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB5BC880406ACAD73EE5D2EB52A559B3EBF938C1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.70.8.197
ReturnHeader/FilingSecurityInformation/IPDt02019-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:49:30
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/PreparationDt02019-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA GRIJALVA EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-08T15:49:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,117
Liabilities
$0
Net assets
$11,117
Revenue
$16,921
Expenses
$14,056
Net income
$2,865
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