HARVARD CLUB OF NEW YORK FOUNDATION (EIN 136117421) - 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

1954

Legal Domicile

Principal Officer

ALLISON CHARNEY EPSTEIN

Phone

2128271235

Tax Period

2024-07-01 to 2025-06-30

HARVARD CLUB OF NEW YORK FOUNDATION, founded in 1954, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $497K, a strong 42% operating margin.

Mission

TO FOSTER SCIENTIFIC, LITERARY AND EDUCATIONAL INTERESTS AMONG MEMBERS OF THE HARVARD CLUB OF NEW YORK CITY AND TO PROVIDE SCHOLARSHIPS FOR STUDENTS AT HARVARD UNIVERSITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $823,408

Program Service Revenue $0

Investment Income $347,421

Other Revenue $0

TOTAL REVENUE $1,170,829

Expense Breakdown

Grants Paid $566,685

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $567,040

Other Expenses $107,568

TOTAL EXPENSES $674,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,170,829	$924,622	+0.3%
Expenses	$674,253	$607,468	+0.1%
Net Income	$496,576	$317,154	+0.6%

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

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON CHARNEY EPSTEIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
DAVID BATTATT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RAGHAV CHOPRA	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL J KRAMER	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA EILAND	DIRECTOR	1.00	Director	$0	$0	$0
ANAND JOSHI	DIRECTOR	1.00	Director	$0	$0	$0
RONALD KAMDEM	DIRECTOR	1.00	Director	$0	$0	$0
JULIA PO	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SILVER	DIRECTOR	1.00	Director	$0	$0	$0
NEVIN STEINBERG	DIRECTOR	1.00	Director	$0	$0	$0

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
2025	$1,170,829	$674,253	$9,939,681	$496,576
2024	$924,622	$607,468	$8,779,641	$317,154
2023	$390,479	$401,830	$8,032,988	$-11,351
2022	$316,270	$342,614	$8,072,724	$-26,344
2021	$326,317	$225,705	$8,538,767	$100,612
2020	$292,421	$367,539	$6,667,343	$-75,118
2019	$431,840	$263,480	$6,579,336	$168,360
2018	$433,955	$267,444	$6,298,239	$166,511

HARVARD CLUB OF NEW YORK FOUNDATION