HARVARD BUSINESS SCHOOL ASSOCIATIO… - Form 990 Financial Data

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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

1973

Legal Domicile

Principal Officer

SHARI BOWLES GIBBONS

Phone

3233770414

Tax Period

2023-08-01 to 2024-07-31

HARVARD BUSINESS SCHOOL ASSOCIATION OF SO CAL SCHOLARSHIP FND 14-090259, founded in 1973, is a small nonprofit in the Education sector that reported $240K in total revenue in fiscal year 2023. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 46% operating margin.

Mission

ATTRACT SUPPORTERS, MAKE GRANTS AND STEWARD ASSETS FOR BENEFIT OF HARVARD BUSINESS SCHOOL SCHOLARSHIPS FOR STUDENTS FROM SOUTHERN CALIFORNIA

Program Service Accomplishments

Program 1

Expenses: $126,605 Revenue: $239,947

PURPOSE OF ORGANIZATION IS STEWARDSHIP OF ASSETS TO CONTRIBUTE TO HARVARD BUSINESS SCHOOL TO BENEFIT SCHOLARS FROM SOUTHERN CALIFORNIA; PROVIDE FUNDRAISING GUIDANCE TO LOCAL CHAPTER OF HARVARD...

PURPOSE OF ORGANIZATION IS STEWARDSHIP OF ASSETS TO CONTRIBUTE TO HARVARD BUSINESS SCHOOL TO BENEFIT SCHOLARS FROM SOUTHERN CALIFORNIA; PROVIDE FUNDRAISING GUIDANCE TO LOCAL CHAPTER OF HARVARD BUSINESS SCHOOL ALUMNI ORGANIZATION. ANNUALLY, THE TRUSTEES HAVE APPROVED GRANTS TO HARVARD BUSINESS SCHOOL FOR SCHOLARSHIPS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $21,687

Program Service Revenue $0

Investment Income $218,260

Other Revenue $0

TOTAL REVENUE $239,947

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,605

Other Expenses $3,406

TOTAL EXPENSES $128,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$239,947	$104,983	+1.3%
Expenses	$128,406	$126,660	+0.0%
Net Income	$111,541	$-21,677	-6.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE G STRONG JR	TRUSTEE	1.00	Director	$0	$0	$0
DONALD E HALL	TRUSTEE	1.00	Director	$0	$0	$0
SHARI BOWLES GIBBONS	TRUSTEE & CH	1.00	Director	$0	$0	$0
PETER D TAMNY	TRUSTEE	1.00	Director	$0	$0	$0
SALVADOR M VILLAR JR	TRUSTEE	1.00	Director	$0	$0	$0
THEO A KOLOKOTRONES	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD CHEN	TRUSTEE	1.00	Director	$0	$0	$0
RANDY BISHOP	TRUSTEE	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	No data	No data	No data	No data
2024	$239,947	$128,406	$3,498,044	$111,541
2023	$104,983	$126,660	$2,959,955	$-21,677
2022	$98,573	$339,866	$2,800,278	$-241,293
2021	$599,446	$158,790	$3,041,571	$440,656
2020	$237,486	$108,005	$2,700,915	$129,481
2019	$185,571	$114,997	$2,471,434	$70,574

HARVARD BUSINESS SCHOOL ASSOCIATION OF SO CAL SCHOLARSHIP FND 14-090259