WHARTON GRADUATE ASSOCIATION (EIN 232731689) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

GHASSAN ZUGHAIB

Phone

2158981077

Tax Period

2023-07-01 to 2024-06-30

WHARTON GRADUATE ASSOCIATION, founded in 1994, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2023.

Mission

THE PURPOSE OF THE WGA IS TO BE AN ADVOCATE FOR THE STUDENT VOICE AND FACILITATE STUDENT ENDEAVORS, ALL UNDER THE AUSPICES OF IMPROVING WHARTON SCHOOL. IT IS THE PURPOSE OF WGA TO: (1) CONTRIBUTE TO THE IMPROVEMENT AND DEVELOPMENT OF THE WHARTON SCHOOL; (2) ASSIST WHARTON MBA STUDENTS IN REACHING THEIR ACADEMIC AND PROFESSIONAL GOALS; (3) GENERATE STUDENT INPUT INTO POLICIES AND PROCEDURES WHICH AFFECT THE STUDENT COMMUNITY; (4) REPRESENT THE INTEREST OF AND ADVOCATE FOR THE WHARTON MBAS; (5) BUILD AND SUPPORT A COHESIVE MBA COMMUNITY; (6) BUILD CONNECTIONS AND PROMOTE COMMUNICATION AMONG CURRENT STUDENTS, ALUMNI, FACULTY, ADMINISTRATION, UNIVERSITY OF PENNSYLVANIA COMMUNITY, AND THE LEADERS OF BUSINESS AND GOVERNMENT.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,899,801

Program Service Revenue $3,156,861

Investment Income $198,009

Other Revenue $6,729

TOTAL REVENUE $5,261,400

Expense Breakdown

Grants Paid $240,070

Salaries & Benefits $62,952

Fundraising Expenses $0

Program Expenses $4,978,280

Other Expenses $4,851,831

TOTAL EXPENSES $5,154,853

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,261,400	$5,198,025	+0.0%
Expenses	$5,154,853	$5,649,807	-0.1%
Net Income	$106,547	$-451,782	-1.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

408

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
LOYD BRADLEY	CFO	10.00	Officer Director	$0	$0	$0
REBEKAH DAVIS	PRESIDENT	10.00	Officer Director	$0	$0	$0
ALISON LEE	EVP LEADERSH	10.00	Officer Director	$0	$0	$0
CRISTIAN NAVARRO	EVP STUDENT	10.00	Officer 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	No data	No data	No data	No data
2024	$5,261,400	$5,154,853	$2,994,000	$106,547
2023	$5,198,025	$5,649,807	$3,662,918	$-451,782
2022	$5,667,035	$6,105,092	$3,814,886	$-438,057
2021	$2,210,004	$1,652,666	$4,377,996	$557,338
2020	$3,490,470	$3,203,087	$3,214,832	$287,383
2019	$4,616,689	$4,270,146	$2,709,122	$346,543
2018	$4,395,173	$3,956,297	$2,451,518	$438,876

WHARTON GRADUATE ASSOCIATION