Nonprofit · EIN 23-3013870
PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER
Also known as SOCIETY FOR ALUMNI CLUB LEADERSHIP
Tax-exempt · WYNNEWOOD, PA 19096
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $408,392 | $289,009 | $119,383 | $340,683 | $3,605 | $337,078 |
| December 31, 2023 | 990 | $417,458 | $386,054 | $31,404 | $231,295 | $13,600 | $217,695 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $25,670
- Membership dues
- $25,670
- Program service revenue
- $382,700
- Investment income
- $22
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $122,296
- Salaries, compensation and benefits (total)
- $122,296
- Professional fundraising fees
- $0
- Accounting fees
- $7,050
Balance sheet and other
- Total assets, start of year
- $231,295
- Total assets, end of year
- $340,683
- Total liabilities, end of year
- $3,605
- Net assets, end of year
- $337,078
- Net assets without donor restrictions
- $337,078
- Gross receipts
- $408,392
- Employees
- 0
- Volunteers
- 33
- Year formed
- 1996
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Simons | Executive Director Trustee or director, Officer | 15 | $122,296 |
| Brett Topche | Director/Treasurer Trustee or director, Officer | 1.5 | $0 |
| Mark Solovy | Director/Co-President Trustee or director | 1.5 | $0 |
| Karen Griffith Grya | Director/Co-President Trustee or director, Officer | 1.5 | $0 |
| Bruce Eatroff | Director/Co-President Trustee or director | 1.5 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRETT TOPCHE | DIRECTOR/TREASURER Trustee or director, Officer | 1.5 | $0 |
| JONATHAN BEN-HORIN | DIRECTOR/CO -PRESIDENT Trustee or director | 1.5 | $0 |
| MARK SOLOVY | DIRECTOR/CO-PRESIDENT Trustee or director | 1.5 | $0 |
| KAREN GRIFFITH GRYGA | DIRECTOR/CO-PRESIDENT Trustee or director, Officer | 1.5 | $0 |
| BRUCE EATROFF | DIRECTOR/CO-PRESIDENT Trustee or director | 1.5 | $0 |
| JENNIFER SIMONS | EXECUTIVE DIRECTOR Trustee or director, Officer | 15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 54, WYNNEWOOD, PA 19096-0054
- In care of
- % STEPHANIE P MCALINE
- Principal officer (990 for 2024)
- Bruce Eatroff, PO Box 54, Wynnewood, PA 19096
- Signed the 990
- Bruce Eatroff, Co-President
- Phone
- (484) 222-8744
- Return prepared by
- TD Services of TN LLC
Mission
See Schedule O
Program accomplishments
- 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 discussion involving topics that are broad in scope and design 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 industry or eductional speakers on the state of the private equity and/or finance 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 discussion involving topics that are broad in scope and design to identify value-creating strategies to better navigate todays increasingly complex economic environment.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-3013870
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S40)
- Assets (IRS master file)
- $340,683
- Income (IRS master file)
- $408,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $408,392 | $289,009 | $340,683 | XML |
| 990 | December 2023 | $417,458 | $386,054 | $231,295 | XML |
| 990 | December 2022 | $15,742 | $56,274 | $199,891 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-3013870).
Questions about PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER
- What is the EIN of PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER?
- The employer identification number (EIN) of PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER is 23-3013870.
- Is PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2011.
- Are donations to PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER?
- The 990 for the year ended December 31, 2024 names Bruce Eatroff.
- Who are the officers and directors of PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER?
- The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $122,296 (Jennifer Simons, Executive Director).
- How much revenue does PENNSYLVANIA PRIVATE EQUITY NETWORK DBA WHARTON PRIVATE EQUITY PARTNER have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $408,392, expenses of $289,009 and total assets of $340,683 at year end.
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