WHARTON BUSINESS SCHOOL CLUB OF NY… - Form 990 Financial Data

🔒

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

1972

Legal Domicile

Principal Officer

DANA MICHAEL

Phone

2124635559

Tax Period

2023-07-01 to 2024-06-30

WHARTON BUSINESS SCHOOL CLUB OF NY INC, founded in 1972, is a micro nonprofit in the Education sector that reported $78K in total revenue in fiscal year 2023. Expenses of $117K exceeded revenue, resulting in a 50% operating deficit.

Mission

THE WHARTON CLUB OF NEW YORK IS THE NETWORKING, CAREER GUIDANCE, EDUCATIONAL AND SOCIAL FORUM FOR THE 16,000 PLUS MBA AND UNDERGRADUATE ALUMNI IN THE NEW YORK CITY METROPOLITAN AREA. THE CLUB CONDUCTS A VARIETY OF EVENTS EACH YEAR, THROUGH THE COORDINATED HARD WORK OF NUMEROUS ALUMNI, WHO ARE DEDICATED TO THE FURTHERANCE OF THE WHARTON NETWORK AND TO GIVING BACK TO THE WHARTON SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $4,913 Revenue: $17,370

THE ORGANIZATION CONDUCTS A VARIETY OF EVENTS AND SEMINARS AND PROVIDES RECOGNIZED SPEAKERS TO SUPPORT THE ORGANIZATION'S MEMBERS IN FURTHERING THEIR CAREERS THROUGH PERSONAL NETWORKING AND SKILLS...

THE ORGANIZATION CONDUCTS A VARIETY OF EVENTS AND SEMINARS AND PROVIDES RECOGNIZED SPEAKERS TO SUPPORT THE ORGANIZATION'S MEMBERS IN FURTHERING THEIR CAREERS THROUGH PERSONAL NETWORKING AND SKILLS TRAINING.

🔒

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 $46,958

Program Service Revenue $17,370

Investment Income $13,371

Other Revenue $0

TOTAL REVENUE $77,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,913

Other Expenses $116,720

TOTAL EXPENSES $116,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,699	$77,089	+0.0%
Expenses	$116,720	$111,181	+0.0%
Net Income	$-39,021	$-34,092	+0.1%

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

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
ARTHUR BASS	DIRECTOR	5.00	Director	$0	$0	$0
DANA MICHAEL	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER GREGORIOU	SECRETARY	5.00	Officer Director	$0	$0	$0
KENNETH BECK	CHAIRMAN	5.00	Officer Director	$0	$0	$0
NIGEL EDELSHAIN	DIRECTOR	5.00	Director	$0	$0	$0
PAM PERSKIE	DIRECTOR	5.00	Director	$0	$0	$0
REGINA JASLOW	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT CHEN	DIRECTOR	5.00	Director	$0	$0	$0
ROSEMARIE BONELLI	DIRECTOR	5.00	Director	$0	$0	$0
UDI CHATTOPADHYAY	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM HADDAD	DIRECTOR	5.00	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	$77,699	$116,720	$1,054,548	$-39,021
2023	$77,089	$111,181	$1,101,030	$-34,092
2022	$66,065	$178,495	$1,143,377	$-112,430
2021	$49,264	$223,079	$1,257,103	$-173,815
2021	$49,077	$223,079	$1,256,916	$-174,002
2020	$181,054	$151,224	$1,415,584	$29,830
2019	$343,540	$181,003	$1,417,536	$162,537
2018	$190,852	$161,159	$1,272,759	$29,693

WHARTON BUSINESS SCHOOL CLUB OF NY INC