Skip to main content

Nonprofit · EIN 81-4641280

WHARTON ALUMNI ANGELS

Tax-exempt · PALO ALTO, CA 94304

Financials

$75K$92K2024
Revenue Expenses · by fiscal year end
Financials of WHARTON ALUMNI ANGELS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-EZ$75,144$92,012-$16,868$9,824$0$9,824
Financial details: 990-EZ for the year ended September 30, 2025

Revenue

Membership dues
$75,144
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$39,725
Other expenses
$52,287

Balance sheet and other

Total assets, start of year
$18,592
Total assets, end of year
$9,824
Total liabilities, end of year
$0
Net assets, end of year
$9,824
Cash, savings and investments
$6,624
Gross receipts
$75,144

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-EZ for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN BRAZEBOARD DIRECTOR1$0
NATE JEWELLBOARD DIRECTOR1$0
ELLEN CHANGPRESIDENT/SECRETARY5$0
JULIE LAWRENCEBOARD DIRECTOR1$0
LAURA HAUNGBOARD DIRECTOR1$0
IRENE ZHANGCFO & TREASURER3$0

Address and contacts

Address (IRS master file)
650 PAGE MILL RD, PALO ALTO, CA 94304-1001
In care of
% SPENCER BARRETT
Mailing address (990-N for 2019)
650 Page Mill Road, Palo Alto CA 94304
Principal officer (990-N for 2019)
Ellen Chang, 650 Page Mill Road, Palo Alto CA 94304
Signed the 990-EZ
IRENE ZHANG, CFO & TREASURER
Phone
(415) 750-0522
Return prepared by
Forvis Mazars LLP

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 STUDENTS & ALUMNI, BY CULTIVATING EARLY-STAGE INVESTORS AND ENTREPRENEURS.

990-EZ for the year ended September 30, 2025

Program accomplishments

  • 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 AND TO OVER 400 ALUMNI.

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-EZ on file
2023September 30, 2024February 17, 2025990-EZ on file

IRS record

EIN
81-4641280
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2017
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,824
Income (IRS master file)
$75,144

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZSeptember 2025–––IRS
990-EZSeptember 2024–––IRS
990-EZSeptember 2023$84,381$68,461$41,844IRS
990-EZSeptember 2022–––IRS
990-EZSeptember 2021–––IRS
990-N for 2019
Officer: Ellen Chang
September 30, 2020≤ $50,000 receipts––e-Postcard
990-EZSeptember 2019–––IRS
990-EZSeptember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WHARTON ALUMNI ANGELS

What is the EIN of WHARTON ALUMNI ANGELS?
The employer identification number (EIN) of WHARTON ALUMNI ANGELS is 81-4641280.
Is WHARTON ALUMNI ANGELS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2017.
Are donations to WHARTON ALUMNI ANGELS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WHARTON ALUMNI ANGELS 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 WHARTON ALUMNI ANGELS due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WHARTON ALUMNI ANGELS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
Who is the principal officer of WHARTON ALUMNI ANGELS?
The 990-N for 2019 names Ellen Chang.
Who are the officers and directors of WHARTON ALUMNI ANGELS?
The 990-EZ for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does WHARTON ALUMNI ANGELS have?
On its 990-EZ for the year ended September 30, 2025 it reported revenue of $75,144, expenses of $92,012 and total assets of $9,824 at year end.

Other nonprofits in PALO ALTO

All nonprofits in PALO ALTO · California · Mutual and membership benefit