HARVARD BUSINESS SCHOOL ASSOCIATION OF NORTHERN CALIFORNIA (EIN 237184723) - 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

1974

Legal Domicile

Phone

4158238358

Tax Period

2024-07-01 to 2025-06-30

HARVARD BUSINESS SCHOOL ASSOCIATION OF NORTHERN CALIFORNIA, founded in 1974, is a small nonprofit in the Education sector that reported $584K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $547K left a modest 6% surplus.

Mission

SPONSORED OVER 75 PROFESSIONAL DEVELOPMENT EVENTS. PROMOTED CAREER DEVELOPMENT AND ENRICHMENT ACTIVITIES FOR MEMBERS. SPONSORED OVER 20 COMMUNITY PARTNERS PROJECTS AND GAVE COMMUNITY PARTNERS FELLOWSHIP DONATIONS TO SUPPORT ATTENDANCE AT HARVARD BUSINESS SCHOOL EXECUTIVE EDUCATION FOR NORTHERN CALIFORNIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $127,844

Program Service Revenue $433,457

Investment Income $22,887

Other Revenue $0

TOTAL REVENUE $584,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,250

Fundraising Expenses $0

Program Expenses $324,665

Other Expenses $344,871

TOTAL EXPENSES $547,121

Year-over-Year Comparison

	2024	2023	Change
Revenue	$584,188	$315,252	+0.9%
Expenses	$547,121	$366,562	+0.5%
Net Income	$37,067	$-51,310	-1.7%

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

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

$143,750

Total Directors

$143,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAYA KRISH	Executive Dir.	20.00	Officer Director	$81,250	$0	$81,250
LULU CURIEL	Executive Dir.	20.00	Officer Director	$62,500	$0	$62,500
SANGITA SHAH	ADMINISTRATOR	0.00		$58,500	$0	$58,500
SHALINI AGARWAL	Vice President	4.00	Director	$0	$0	$0
KIM VOGEL	CFO	4.00	Officer Director	$0	$0	$0
CATHY BENKO	Director	4.00	Director	$0	$0	$0
ANNA SHEEN	Vice President	4.00	Director	$0	$0	$0
ALEXANDRA MOREHOUSE	Vice President	4.00	Director	$0	$0	$0
JILL AUFRICHT	CO-CHAIR	4.00	Director	$0	$0	$0
SASHA GRINSHPUN	TRACK LEAD	4.00	Director	$0	$0	$0
DAVID SEFTEL	TRACK LEAD	4.00	Director	$0	$0	$0
VINCE LANE	Vice President	4.00	Director	$0	$0	$0
JC VELTEN	CO-CHAIR	4.00	Director	$0	$0	$0
ROHIT JAIN	CTO	4.00	Officer Director	$0	$0	$0
TALER COLIN	Vice President	4.00	Director	$0	$0	$0
CHRISTINE DINH-TAN	Vice President	4.00	Director	$0	$0	$0
AJ GANDHI	CHAIR	4.00	Director	$0	$0	$0
ELYSE KIM	Vice President	4.00	Director	$0	$0	$0
JEAN KOVACS	Director	4.00	Director	$0	$0	$0
KARAE LISLE	Director	4.00	Director	$0	$0	$0
GARY ANTONICK	ALUMNI FORUMS	4.00	Director	$0	$0	$0
ELI BUSEN	Director	4.00	Director	$0	$0	$0
BENOITE YVER	TRACK LEAD	4.00	Director	$0	$0	$0
CHEE-WE NG	TRACK LEAD	4.00	Director	$0	$0	$0
KAREN ANGELINI	Director	4.00	Director	$0	$0	$0
ANNE DEGHEEST	Director	4.00	Director	$0	$0	$0
TONY LAZAR	ALUMNI ANGELS	4.00	Director	$0	$0	$0
WENDI ZHANG	TRACK LEAD	4.00	Director	$0	$0	$0
SEAN JACOBSOHN	TRACK LEAD	4.00	Director	$0	$0	$0
SHANNON LUNDGEN	TRACK LEAD	4.00	Director	$0	$0	$0
JIM SIMMONS	President	4.00	Officer Director	$0	$0	$0
SUSAN HAILEY	Director	4.00	Director	$0	$0	$0
BRIAN HOSKINS	Director	4.00	Director	$0	$0	$0
PAT KELLY	Director	4.00	Director	$0	$0	$0
MEGHANA DHAR	TRACK LEAD	4.00	Director	$0	$0	$0
BEN DUBIN	Director	4.00	Director	$0	$0	$0
TOM CERVANTEZ	Director	4.00	Director	$0	$0	$0
PING HAO	Director	4.00	Director	$0	$0	$0
JEAN-PHILIPPE JP MARCOS	Director	4.00	Director	$0	$0	$0
RAJIV PARIKH	ChAIR	4.00	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	$584,188	$547,121	$723,982	$37,067
2024	$315,252	$366,562	$667,312	$-51,310
2023	$243,400	$282,602	$719,722	$-39,202
2022	$403,942	$323,569	$768,088	$80,373
2021	$293,430	$350,649	$689,559	$-57,219
2020	$622,614	$415,837	$695,826	$206,777
2019	$445,692	$540,810	$502,522	$-95,118
2018	$677,469	$616,961	$575,288	$60,508

HARVARD BUSINESS SCHOOL ASSOCIATION OF NORTHERN CALIFORNIA