WHARTON BUSINESS SCHOOL CLUB OF NY INC (EIN 237167711) - 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

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 ORGANIZATION'S MISSION IS TO PROVIDE EXCELLENT BUSINESS, CAREER, AND SOCIAL OPPORTUNITIES AND SERVICES TO ALL MEMBERS OF THE WHARTON BUSINESS SCHOOL CLUB OF NEW YORK IN THE NEW YORK METROPOLITAN AREA AND TO PROMOTE AND SUPPORT THE WHARTON SCHOOL OF BUSINESS.

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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 $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

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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
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