HARVARD PRIVATE CAPITAL HOLDINGS INC C/O HARVARD MANAGEMENT COMPANY INC (EIN 043070519) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

DAVID A STAFFORD

Phone

6177206682

Tax Period

2018-07-01 to 2018-12-31

HARVARD PRIVATE CAPITAL HOLDINGS INC C/O HARVARD MANAGEMENT COMPANY INC, founded in 1989, is a major nonprofit that reported $895.1M in total revenue in fiscal year 2018. Revenue surged 126% from the prior year, signaling strong growth momentum. The organization ran a surplus of $879.8M, a strong 98% operating margin.

Mission

INVEST FUNDS FOR THE BENEFIT OF PRESIDENT & FELLOWS OF HARVARD COLLEGE (SEE SCHEDULE O) INVEST FUNDS FOR THE BENEFIT OF PRESIDENT & FELLOWS OF HARVARD COLLEGE, A RELATED 501(C)(3) SUPPORTED ORGANIZATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $895,018,975

Other Revenue $73,689

TOTAL REVENUE $895,092,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,268,710

Other Expenses $15,268,710

TOTAL EXPENSES $15,268,710

Year-over-Year Comparison

	2018	2017	Change
Revenue	$895,092,664	$395,515,111	+1.3%
Expenses	$15,268,710	$18,153,320	-0.2%
Net Income	$879,823,954	$377,361,791	+1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$14,948,217

Total Directors

$14,948,217

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NIRMAL P NARVEKAR	DIRECTOR & PRESIDENT	1.00	Officer Director	$0	$1,357,418	$8,559,213
ROBERT A ETTL	DIRECTOR & TREASURER	1.00	Officer Director	$0	$62,771	$4,510,916
KATHRYN I MURTAGH	DIRECTOR & SECRETARY	1.00	Officer Director	$0	$42,040	$1,878,088
KEVIN F SHANNON	FORMER TREASURER	1.00		$0	$62,909	$1,162,900

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$395,515,111	$18,153,320	$3,214,517,039	$377,361,791
2018	$895,092,664	$15,268,710	No data	$879,823,954

HARVARD PRIVATE CAPITAL HOLDINGS INC C/O HARVARD MANAGEMENT COMPANY INC