HBS ALUMNI ANGELS OF GREATER NEW YORK (EIN 473123605) - 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

2015

Legal Domicile

Principal Officer

ANTHONY GELLERT

Phone

2126470453

Tax Period

2024-07-01 to 2025-06-30

HBS ALUMNI ANGELS OF GREATER NEW YORK, founded in 2015, is a micro nonprofit in the Community Improvement sector that reported $71K in total revenue in fiscal year 2024.

Mission

To provide an educational and networking forum for harvard alumni who are interested in researching and investing in early stage companies on an individual basis.

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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 $0

Program Service Revenue $71,447

Investment Income $0

Other Revenue $0

TOTAL REVENUE $71,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,843

Fundraising Expenses $0

Other Expenses $14,918

TOTAL EXPENSES $70,761

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,447	$73,630	0.0%
Expenses	$70,761	$58,193	+0.2%
Net Income	$686	$15,437	-1.0%

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	Role	Reportable Comp	Other Comp	Total
JASON E KLEIN	CHAIRMAN	Officer Director	$0	$0	$0
Sharjeel Kashmir	President	Officer Director	$0	$0	$0
Anthony Gellert	Treasurer	Officer Director	$0	$0	$0
Mason Du	MEMBER	Director	$0	$0	$0
Jim Sherman	MEMBER	Director	$0	$0	$0
Trevor Bond	Member	Director	$0	$0	$0
Tom Hirschfeld	MEMBER	Director	$0	$0	$0
Betsy Odita	MEMBER	Director	$0	$0	$0
Margaret Miao	Member	Director	$0	$0	$0
Richard Davies	member	Director	$0	$0	$0
Donald Samuels	Member	Director	$0	$0	$0
Barry Goldman	Member	Director	$0	$0	$0
Sandee Springer	MEMBER	Director	$0	$0	$0
Barbara Miller	MEMBER	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	$71,447	$70,761	$141,388	$686
2024	$73,630	$58,193	$141,717	$15,437
2023	$65,657	$67,200	$119,134	$-1,543
2022	$63,364	$57,436	$114,922	$5,928
2021	$42,262	$27,852	$109,355	$14,410
2020	$58,361	$55,066	$95,377	$3,295

HBS ALUMNI ANGELS OF GREATER NEW YORK