HARVARD UNDERGRADUATE CONSULTING

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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

2020

Legal Domicile

Phone

6179969126

Tax Period

2025-01-01 to 2025-12-31

HARVARD UNDERGRADUATE CONSULTING, founded in 2020, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2025. Expenses of $977K left a modest 5% surplus.

Mission

ORGANIZED AS AN EDUCATIONAL ORGANIZATION PROVIDING THE HARVARD UNDERGRADUATE STUDENT BODY WITH A MEANS OF EXPLORING OPPORTUNITIES IN BUSINESS AND CONSULTING IN THE AREAS OF TECHNOLOGY, LIFE SCIENCES, AND SUSTAINABILITY.

Program Service Accomplishments

Program 1

Expenses: $887,295

CBES MEMBERS BRING A WIDE RANGE OF EXPERIENCES AND SKILLSETS TO THE TABLE, MAKING UP CASE TEAMS WITH VALUABLE EXPERTISE IN FIELDS RANGING FROM BIOTECHNOLOGY AND CLOUD COMPUTING TO WATER MANAGEMENT...

CBES MEMBERS BRING A WIDE RANGE OF EXPERIENCES AND SKILLSETS TO THE TABLE, MAKING UP CASE TEAMS WITH VALUABLE EXPERTISE IN FIELDS RANGING FROM BIOTECHNOLOGY AND CLOUD COMPUTING TO WATER MANAGEMENT AND BATTERY POWER. THE CASEWORK FALLS INTO FOUR MAIN AREAS: MARKETING STRATEGY, PRODUCT AND CONSUMER RESEARCH, MARKET ENTRY, AND COMPETITIVE ANALYSIS THAT IS TAILORED TO FIT EACH CUSTOMER IN USA AND ABROAD WITH FULL USE OF HARVARDS RESOURCES INCLUDING HARVARD BUSINESS SCHOOLS LIBRARY, PROFESSORS, AND ALUMNI. THE DELIVERABLES ON A TYPICAL CASE INCLUDE A PRESENTATION WITH FINALRECOMMENDATIONS ACCOMPANIED BY A DETAILED RESEARCH REPORT. HARVARD UNDERGRADUATE CBE HAS COMPLETED OVER 120 CASES TO DATE, AND THE ORGANIZATION STUDENTS ANALY

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,013,479

Investment Income $15,422

Other Revenue $0

TOTAL REVENUE $1,028,901

Expense Breakdown

Grants Paid $313,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $887,295

Other Expenses $663,094

TOTAL EXPENSES $976,544

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,028,901	$976,535	+0.1%
Expenses	$976,544	$849,886	+0.1%
Net Income	$52,357	$126,649	-0.6%

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
Daniel Kim	Executive Director President	15.00	Officer Director	$0	$0	$0
Josephine Liu	Treasurer	15.00	Officer Director	$0	$0	$0
Derek Liu	Director	10.00	Director	$0	$0	$0
Juliet Bu	Director	10.00	Director	$0	$0	$0
Eunice Kim	Director	10.00	Director	$0	$0	$0
Madeline Hung	Director	10.00	Director	$0	$0	$0
Anh-Thu Le	Director	10.00	Director	$0	$0	$0
Nicholas Dang	Director	10.00	Director	$0	$0	$0
Selina Lin	Director	10.00	Director	$0	$0	$0
Oliver Song	Director	10.00	Director	$0	$0	$0
Kathleen Zhang	Director	10.00	Director	$0	$0	$0
Jordan Chan	Director	10.00	Director	$0	$0	$0
Matt Suescun	Director	10.00	Director	$0	$0	$0
Radvillas Pelanis	Director	10.00	Director	$0	$0	$0
Claire Swadling	Director	10.00	Director	$0	$0	$0
Cindy DeDianous	Director	10.00	Director	$0	$0	$0
Umang Vinayaka	Director	10.00	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
2025	$1,028,901	$976,544	$1,015,228	$52,357
2023	$1,217,057	$981,427	$779,449	$235,630
2022	$631,008	$406,569	$508,209	$224,439
2021	$454,452	$213,780	$283,073	$240,672