HARVARD CLUB OF MINNESOTA (EIN 510179325) - 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

1914

Legal Domicile

Principal Officer

Jordon Weatherby

Phone

6125541378

Tax Period

2024-07-01 to 2025-06-30

HARVARD CLUB OF MINNESOTA, founded in 1914, is a micro nonprofit that reported $41K in total revenue in fiscal year 2024.

Mission

PROMOTE AND ADMINISTER EDUCATIONAL PROJECTS TO SUPPORT HARVARD UNIVERSITY

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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 $31,800

Program Service Revenue $7,050

Investment Income $166

Other Revenue $1,769

TOTAL REVENUE $40,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,780

Other Expenses $41,808

TOTAL EXPENSES $41,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,785	$39,483	+0.0%
Expenses	$41,808	$40,352	+0.0%
Net Income	$-1,023	$-869	+0.2%

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
ALEX DUVAL	EVENTS CHAIR	1.0	Director	$0	$0	$0
PA NHIA VANG	HARVARD LAW CHAIR	1.0	Director	$0	$0	$0
JULI SCHMIDT	BUSINESS SCHOOL CHAIR	1.0	Director	$0	$0	$0
TAYLOR SCHECKELHOFF	HARVARD COLLEGE CHAIR	1.0	Director	$0	$0	$0
MARA SCHANFIELD	HARVARD ED GRAD SCHOOL CHAIR	1.0	Director	$0	$0	$0
SEAN COSTIGAN	HARDVARD ARTS CHAIR	1.0	Director	$0	$0	$0
JORDAN WEATHERBY	PRESIDENT	1.0	Officer	$0	$0	$0
FRAN KENNEDY	SECRETARY	1.0	Officer	$0	$0	$0
MAUREEN STEINWALL	TREASURER	1.0	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
2025	$40,785	$41,808	$50,479	$-1,023
2025	No data	No data	No data	No data
2024	$39,483	$40,352	$50,420	$-869
2023	$36,792	$28,849	$57,394	$7,943
2022	$20,165	$8,779	$49,451	$11,386
2021	$16,530	$12,317	$38,065	$4,213
2020	$47,082	$40,512	$33,852	$6,570
2019	$48,852	$45,140	$27,282	$3,712

HARVARD CLUB OF MINNESOTA