Harvard Business School Alumni Club of San Diego (EIN 432093303) - 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

2005

Legal Domicile

Principal Officer

Timothy S Agnew

Phone

8583374716

Tax Period

2021-01-01 to 2021-12-31

Harvard Business School Alumni Club of San Diego, founded in 2005, is a micro nonprofit in the Education sector that reported $77K in total revenue in fiscal year 2021. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 35% operating margin.

Mission

To educate leaders who make a difference in the Community, and to make our community a better place to live and work.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,840

Program Service Revenue $54,230

Investment Income $21,344

Other Revenue $0

TOTAL REVENUE $77,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,805

Other Expenses $50,535

TOTAL EXPENSES $50,535

Year-over-Year Comparison

	2021	2020	Change
Revenue	$77,414	$43,148	+0.8%
Expenses	$50,535	$49,435	+0.0%
Net Income	$26,879	$-6,287	-5.3%

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

N/A

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
Edward Hughes	President	002.00	Officer	$0	$0	$0
Sharon Griggs	Secretary	001.00	Officer	$0	$0	$0
Tim Agnew	Treasurer	003.00	Officer	$0	$0	$0
Kate Williams	VP, Social Enterprise	001.00	Officer	$0	$0	$0
Ken Barrett	VP Membership	001.00	Officer	$0	$0	$0
Michael Militello	VP, Mgmt Dev Prgm	002.00	Officer	$0	$0	$0
Amanda Montgomery	co-VP Sponsorships	001.00	Officer	$0	$0	$0
Bill Welch	co-VP Sponsorships	001.00	Officer	$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
2021	$77,414	$50,535	$387,432	$26,879

Harvard Business School Alumni Club of San Diego