Harvard Business School Club of Northeastern Ohio (EIN 237112345) - 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

Principal Officer

M JOAN MCCARTHY

Phone

2166962437

Tax Period

2017-07-01 to 2018-06-30

Harvard Business School Club of Northeastern Ohio is a small nonprofit that reported $259K in total revenue in fiscal year 2017. Revenue surged 236% from the prior year, signaling strong growth momentum. Expenses of $247K left a modest 5% surplus.

Mission

SUPPORT HIGHER & CONTINUING EDUCATION

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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 (2017)

Revenue Breakdown

Contributions & Grants $35,270

Program Service Revenue $156,934

Investment Income $29

Other Revenue $67,190

TOTAL REVENUE $259,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,374

Other Expenses $247,187

TOTAL EXPENSES $247,187

Year-over-Year Comparison

	2017	2016	Change
Revenue	$259,423	$77,150	+2.4%
Expenses	$247,187	$81,822	+2.0%
Net Income	$12,236	$-4,672	-3.6%

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

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
JAMES BOLAND JR	DIRECTOR	1.0	Director	$0	$0	$0
REBECCA BRAUN	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
THOMAS BRICK	DIRECTOR	1.0	Director	$0	$0	$0
T MARTIN BUTLER	DIRECTOR	1.0	Director	$0	$0	$0
FREDERICK CLARKE	DIRECTOR	1.0	Director	$0	$0	$0
PETER CORRIGAN	DIRECTOR	1.0	Director	$0	$0	$0
ELIZABETH CROLL	DIRECTOR	1.0	Director	$0	$0	$0
MARK FILIPPELL	DIRECTOR	1.0	Director	$0	$0	$0
SAMUEL HARTWELL	PRESIDENT	1.0	Officer Director	$0	$0	$0
EDWARD HARTZELL	SENIOR VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
NATHANIEL LEONARD	DIRECTOR	1.0	Director	$0	$0	$0
NEIL MCCARTHY JR	DIRECTOR	1.0	Director	$0	$0	$0
NATE MILLER	SECRETARY	1.0	Officer Director	$0	$0	$0
SHANA PACIOCCO DOWNS	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
ERIC PELANDER	DIRECTOR	1.0	Director	$0	$0	$0
JOHN SCHEATZLE	DIRECTOR	1.0	Director	$0	$0	$0
DOUGLAS SUNA	TREASURER	1.0	Officer Director	$0	$0	$0
PETER TAFT	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
DEBORAH TOMUSKO	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
RUSSELL WARREN	DIRECTOR	1.0	Director	$0	$0	$0
IVO CAVOLI	DIRECTOR	1.0	Director	$0	$0	$0
REX MASON	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
DAN MOORE	DIRECTOR	1.0	Director	$0	$0	$0
JAMES WARDER	DIRECTOR	1.0	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
2018	$259,423	$247,187	$35,582	$12,236

Harvard Business School Club of Northeastern Ohio