2024-09-11T07:46:49-07:00 2023-12-31 222212404 Baratz & Associates PA 4B Eves Drive Suite 100 Marlton NJ 08053 990 2023-01-01 233013870 PENNSYLVANIA PRIVATE EQUITY NETWORK PENN 4842228744 PO BOX 54 WYNNEWOOD PA 19096 BRUCE EATROFF CO-PRESIDENT 4842228744 2024-08-07 true true Edward A Suarez CPA MBA P00018408 8568587887 2024-09-11 2023 2024-08-08 14:25:15Z WHARTON PRIVATE EQUITY PARTNERS JENNIFER SIMONS PO BOX 54 WYNNEWOOD PA 19096 417458 false X WWW.WPEN.ORG X 1996 PA SEE SCHEDULE O. 7 6 0 33 0 0 2065 44505 13655 372943 22 10 0 15742 417458 0 0 0 0 0 56274 386054 56274 386054 -40532 31404 199891 231295 13600 13600 186291 217695 SEE SCHEDULE O. false false THE LP SUMMIT IS AN ANNUAL EVENT BRINGING TOGETHER WORLD-CLASS INVESTORS AND THOUGHT-LEADING ALLOCATORS FOR A POWERFUL DAY OF NETWORKING AND HIGH-LEVEL DISCUSSIONS OF THE MOST CRITICAL ISSUES FACING TODAYS INVESTMENT OFFICERS. DISCUSSIONS INVOLVE TOPICS THAT ARE BROAD IN SCOPE AND DESIGNED TO IDENTIFY VALUE-CREATING STRATEGIES TO BETTER NAVIGATE TODAYS INCREASINGLY COMPLEX ECONOMIC ENVIRONMENT. THE ANNUAL DINNER IS HELD ONCE EACH WINTER IN PHILADELPHIA AND REPRESENTS OUR ANNUAL MEMBERSHIP MEETING AT WHICH TIME MEMBERS ARE INVITED TO ATTEND AND TO HEAR FROM AN INDUSTRY OR EDUCATIONAL SPEAKER ON THE STATE OF THE PRIVATE EQUITY AND/OR FINANCIAL MARKETS. THE CIO SUMMIT IS AN ANNUAL EVENT BRINGING TOGETHER WORLD-CLASS INVESTORS AND THOUGHT-LEADING ALLOCATORS FOR A POWERFUL DAY OF NETWORKING AND HIGH-LEVEL DISCUSSIONS OF THE MOST CRITICAL ISSUES FACING TODAYS INVESTMENT OFFICERS. DISCUSSIONS INVOLVE TOPICS THAT ARE BROAD IN SCOPE AND DESIGNED TO IDEN TIFY VALUE-CREATING STRATEGIES TO BETTER NAVIGATE TODAYS INCREASINGLY COMPLEX ECONOMIC ENVIRONMENT. false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false true true false X 7 6 false false false false true true true true true false true true true false false false false false false X JENNIFER SIMONS 4842228744 PO BOX 54 WYNNEWOOD PA 19096 X BRETT TOPCHE DIRECTOR/TREASURER 1.50 X X 0 0 0 JONATHAN BEN-HORIN DIRECTOR/CO -PRESIDENT 1.50 X 0 0 0 MARK SOLOVY DIRECTOR/CO-PRESIDENT 1.50 X 0 0 0 KAREN GRIFFITH GRYGA DIRECTOR/CO-PRESIDENT 1.50 X X 0 0 0 BRUCE EATROFF DIRECTOR/CO-PRESIDENT 1.50 X 0 0 0 JENNIFER SIMONS EXECUTIVE DIRECTOR 15.00 X X 0 0 0 false false false 44505 44505 CIO SUMMIT 900099 80000 0 0 EVENT INCOME 900099 173440 0 0 SPONSORSHIPS 900099 119503 0 0 372943 10 0 0 417458 372953 0 0 13310 0 0 0 748 0 0 0 12465 0 0 0 133465 0 0 0 889 0 0 0 CREDIT CARD FEES 10854 0 0 0 ADMINISTRATION EXPENSE 109190 0 0 0 MISCELLANEOUS 743 0 0 0 MANAGEMT FEES 104390 0 0 0 386054 0 0 0 199891 231295 199891 231295 13600 13600 13600 13600 X 186291 217695 186291 217695 199891 231295 31404 X false false false true false false Pt VI, Line 6 THE ORGANIZATION HAS MEMBERS AND AN EXECUTIVE COMMITTEE. Pt VI, Line 7a ONLY THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR BOARD NOMINATIONS. Pt VI, Line 7b BOARD MEMBERS AND OFFICERS MAKE ALL GOVERNING DECISIONS OF THE ORGANIZATION. VOLUNTEERS MAY PARTICIPATE IN THE MANAGEMENT OF THE ORGANIZATION. Pt VI, Line 11b PREPARER DISTRIBUTES FORM 990 TO DESIGNATED OFFICERS TO REVIEW PRIOR TO SIGNING AND FILING. Pt VI, Line 19 THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Other PART I, LINE 1, AND PART III, LINE 1 - THE ORGANIZATIONS PURPOSE IS TO BETTER CONDITIONS IN THE PRIVATE EQUITY INDUSTRY PRIMARILY THROUGH EDUCATION AND THE EXCHANGE OF IDEAS AND KNOWLEDGE BY THE PRIVATE EQUITY INDUSTRY AND THE MEMBERS AND PARTICIPANTS IN THE ORGANIZATIONS PROGRAMS. THE ORGANIZATION CARRIES OUT ITS PURPOSES BY CONDUCTING EDUCATIONAL PROGRAMS, SYMPOSIUMS, AND PANEL DISCUSSIONS ACROSS THE GLOBE. ONE HUNDRED PERCENT OF THE ORGANIZATIONS EFFORTS AND TIME IS DEVOTED TO INVOLVEMENT IN CARRYING OUT EDUCATIONAL PROGRAMS.