EIN 23-3013870

Wharton Private Equity Partners

IRS 501(c) type
501(c)(6)
Num. employees
0
City
State
Year formed
1996
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The organization's purpose is to better the conditions in the Private Equity industry primarily through education and the exchange of ideas and knowledge between the Private Equity industry and the members and participants in the organization's progra...
Also known as...
Pennsylvania Private Equity Network; Society for Alumni Club Leadership
Total revenues
$15,742
2022
Total expenses
$56,274
2022
Total assets
$199,891
2022
Num. employees
0
2022

Program areas at Wharton Private Equity Partners

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 today's investment officers. Discussions involve topics that are broad in scope and designed to identify value-creating strategies to better navigate today's increasingly complex economic environment.
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 today's investment officers. Discussions involve topics that are broad in scope and designed to iden tify value-creating strategies to better navigate today's 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.

Personnel at Wharton Private Equity Partners

NameTitleCompensation
Stephanie McAlaineExecutive Director and Secretary$28,499
Bruce EatroffPresident$0
Brook HayesDirector and President$0
Brett TopcheDirector and Treasurer$0
Bruce SchulmanDirector and President / Advisory Board / Advisory Board / Chairman$0
...and 2 more key personnel

Financials for Wharton Private Equity Partners

RevenuesFYE 12/2022
Total grants, contributions, etc.$2,065
Program services$13,655
Investment income and dividends$22
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$15,742

Form 990s for Wharton Private Equity Partners

Fiscal year endingDate received by IRSFormPDF link
2021-122022-11-14990View PDF
2020-122021-11-15990View PDF
2019-122020-12-01990View PDF
2018-122019-06-19990View PDF
2017-122018-12-22990View PDF
...and 8 more Form 990s
Data update history
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 18, 2023
Updated personnel
Identified 1 new personnel
May 22, 2023
Used new vendors
Identified 1 new vendor, including
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2019
February 3, 2021
Updated personnel
Identified 1 new personnel
Nonprofit Types
Trade associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsNo full-time employees
General information
Address
5706 E Mockingbird LN
Dallas, TX 75206
Metro area
Dallas-Fort Worth-Arlington, TX
County
Dallas County, TX
Website URL
wpen.org/ 
Phone
(469) 333-0610
IRS details
EIN
23-3013870
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813910: Trade Associations
Parent/child status
Independent
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