HARVARD CLUB OF WASHINGTON DC (EIN 521145943) - 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

1978

Legal Domicile

Principal Officer

MARTHA SMITH LAWLESS

Phone

2023371300

Tax Period

2024-01-01 to 2024-12-31

HARVARD CLUB OF WASHINGTON DC, founded in 1978, is a small nonprofit in the Education sector that reported $421K in total revenue in fiscal year 2024. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $153K, a strong 36% operating margin.

Mission

TO INFORM & ENRICH THE INTELLECTUAL LIVES OF THE 20,000 ALUMNI OF HARVARD UNIVERSITY IN THE DC AREA & TO ASSIST THE UNIVERSITY WITH RESPECT TO APPLICANTS AND UNDERGRADUATES FROM THE DC AREA.

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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 $142,570

Program Service Revenue $95,129

Investment Income $183,661

Other Revenue $0

TOTAL REVENUE $421,360

Expense Breakdown

Grants Paid $11,132

Salaries & Benefits $81,002

Fundraising Expenses $8,242

Program Expenses $207,042

Other Expenses $176,208

TOTAL EXPENSES $268,342

Year-over-Year Comparison

	2024	2023	Change
Revenue	$421,360	$207,621	+1.0%
Expenses	$268,342	$279,487	0.0%
Net Income	$153,018	$-71,866	-3.1%

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

Volunteers

400

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
RUTH MILKMAN	PRESIDENT	15.00	Officer Director	$0	$0	$0
CHENGYAN ZHANG	TREASURER (THRU 6/30/24)	8.00	Officer Director	$0	$0	$0
MERRIE SCHIPPEREIT	TREASURER (FROM 7/1/24)	12.00	Officer Director	$0	$0	$0
MARIA CARMONA	SECRETARY	5.00	Officer Director	$0	$0	$0
KATHERINE Z HASKELL	VP ADMINISTRATION	20.00	Officer Director	$0	$0	$0
MEGHAN THOMSEN	VP ACTIVITIES	3.00	Officer Director	$0	$0	$0
REBECA ERVIN	VP MEMBERSHIP (THRU 6/30/24)	2.80	Officer Director	$0	$0	$0
BARBARA CAMMARATA	VP MEMBERSHIP (FROM 7/1/24)	5.00	Officer Director	$0	$0	$0
CASANDRA WOODALL	VP RADCLIFFE AFFAIRS	1.00	Officer Director	$0	$0	$0
JEFFREY TIGNOR	IMMEDIATE PAST PRESIDENT	1.50	Director	$0	$0	$0
KELLY FLAHERTY DEMPSEY	SCHOOLS CMTE CO-CHAIR	11.00	Director	$0	$0	$0
DOV GROSSMAN	SCHOOLS CMTE CO-CHAIR	8.50	Director	$0	$0	$0
RUDY BRIOCHE	DIRECTOR	3.00	Director	$0	$0	$0
SANDRA PANDIT COOK	DIRECTOR	2.00	Director	$0	$0	$0
ELLEN FOX	DIRECTOR	3.00	Director	$0	$0	$0
JONATHAN FREEMAN	DIRECTOR	1.50	Director	$0	$0	$0
MEDHA GARGEYA	DIRECTOR	0.80	Director	$0	$0	$0
DAVID GREENE	DIRECTOR	1.00	Director	$0	$0	$0
LINSHUO HAO	DIRECTOR	0.50	Director	$0	$0	$0
MARTHA SMITH LAWLESS	DIRECTOR	2.00	Director	$0	$0	$0
AVATAR LEFEVRE	DIRECTOR	2.50	Director	$0	$0	$0
WILL LONG	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH MCCARTHY	DIRECTOR	4.00	Director	$0	$0	$0
GRANT SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
CLARENCE WESLEY	DIRECTOR	1.70	Director	$0	$0	$0
ALICE ZHANG	DIRECTOR	3.00	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
2024	$421,360	$268,342	$2,468,325	$153,018
2023	$207,621	$279,487	$2,132,466	$-71,866
2022	$260,024	$274,837	$1,907,660	$-14,813
2021	$171,570	$118,231	$2,343,483	$53,339
2020	$147,344	$89,472	$1,928,418	$57,872
2019	$272,577	$219,981	$1,667,405	$52,596
2018	$291,450	$209,455	$1,325,559	$81,995

HARVARD CLUB OF WASHINGTON DC