Harvard Club of Houston (EIN 746060604) - 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

1976

Legal Domicile

Principal Officer

Dean Putterman

Phone

7135251520

Tax Period

2023-07-01 to 2024-06-30

Harvard Club of Houston, founded in 1976, is a micro nonprofit that reported $31K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Net assets of $120K represent 46 months of operating reserves.

Mission

To provide community events and support service fellowships.

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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 (2023)

Revenue Breakdown

Contributions & Grants $20,105

Program Service Revenue $11,294

Investment Income $44

Other Revenue $0

TOTAL REVENUE $31,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,274

Other Expenses $30,564

TOTAL EXPENSES $30,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,443	$34,163	-0.1%
Expenses	$30,564	$76,225	-0.6%
Net Income	$879	$-42,062	-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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Esther Olivarez	President	5.00	Officer Director	$0	$0	$0
Julia Bailey	Past President	5.00	Officer Director	$0	$0	$0
Jim Hughes	Vice President	1.00	Officer Director	$0	$0	$0
Christina Chen	Secretary	2.00	Officer Director	$0	$0	$0
Dean Putterman	Treasurer	2.00	Officer Director	$0	$0	$0
Danguole Spakevicius Altman	Director	1.00	Director	$0	$0	$0
Sara Padua Cordua	Director	1.00	Director	$0	$0	$0
Laura Davis	Director	1.00	Director	$0	$0	$0
Scott Johnson	Director	1.00	Director	$0	$0	$0
Marion Gammill Keller	Director	1.00	Director	$0	$0	$0
Tom Killian	Director	1.00	Director	$0	$0	$0
Stella Kim	Director	1.00	Director	$0	$0	$0
Luis Lopez	Director	1.00	Director	$0	$0	$0
Richard Ou	Director	2.00	Director	$0	$0	$0
Kathe Pate	Director	1.00	Director	$0	$0	$0
Hoang Quan Vu	Director	1.00	Director	$0	$0	$0
Judy Young	Director	1.00	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	$31,443	$30,564	$119,888	$879
2023	$34,163	$76,225	$119,009	$-42,062
2022	$90,694	$49,732	$161,071	$40,962

Harvard Club of Houston