HARVARD CLUB OF SAN FRANCISCO

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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

Phone

4155156227

Tax Period

2024-01-01 to 2024-12-31

HARVARD CLUB OF SAN FRANCISCO, founded in 1976, is a micro nonprofit that reported $94K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 21% operating margin.

Mission

The Club creates a welcoming community and a place for San Francisco Harvard Alumni to meet. The Harvard Club of San Francisco provides a rich variety of activities and service opportunities for alumni, assists Harvard University in the recruiting and interviewing of local students, and communicates about Harvard-related affairs.

Program Service Accomplishments

Program 1

PRESENTED BOOK AWARDS FOR TALENTED HIGH SCHOOL CHILDREN IN SAN FRANCISCO BAY AREA.

Program 2

CONTINUING SUPPORT FOR THE EARLY COLLEGE AWARENESS PROGRAM FOR PRE-COLLEGE STUDENTS IN THE SAN FRANCISCO BAY AREA, MAINTAINING A PARTNERSHIP WITH THE BOYS AND GIRLS CLUB OF SAN FRANCISCO TO INSPIRE AND ENABLE ALL YOUNG PEPOLE, ESPECIALLY THOSE FROM DISADVANTAGED CIRCUMSTANCES, TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE RESPONSIVE AND CARING CITIZENS. CONTINUING SUPPORT FOR THE SCHOOLS COMMITTEE INTERVIEWS OF UNDERGRADUATE APPLICANTS CONSIDERING HARVARD COLLEGE BY HOSTING THE UNDERGRADUATE LUNCHEON.

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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 $68,732

Program Service Revenue $0

Investment Income $11

Other Revenue $25,320

TOTAL REVENUE $94,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,907

Fundraising Expenses $0

Other Expenses $38,867

TOTAL EXPENSES $74,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$94,063	$75,881	+0.2%
Expenses	$74,774	$82,394	-0.1%
Net Income	$19,289	$-6,513	-4.0%

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

$35,907

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRSTEN W PICKFORD	Executive Dir.	5.00	Director	$35,907	$0	$35,907
ALEXANDRA MOREHOUSE	Vice President	2.00	Officer Director	$0	$0	$0
LIN ZHU	Treasurer	5.00	Officer Director	$0	$0	$0
BETSY MASSAR	Chair	2.00	Officer Director	$0	$0	$0
DAVID J TSAI	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
LINDA ZHANG	President	2.00	Officer Director	$0	$0	$0
ANUPAM AGARWAL	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
JULIA CHEEVER	BOARD MEMBER	2.00	Director	$0	$0	$0
GREG GROENEVELD	Secretary	2.00	Officer Director	$0	$0	$0
JULES SEBASTIAN	Vice President	2.00	Officer Director	$0	$0	$0
MICHAEL ALDERETE	BOARD MEMBER	2.00	Director	$0	$0	$0
JORGE JARAMILLO	BOARD MEMBER	2.00	Director	$0	$0	$0
MARTY TUNNELL	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
LISHA BORNILLA	Vice President	2.00	Officer Director	$0	$0	$0
JULIA CHEEVER	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY HANSON	Vice President	2.00	Officer Director	$0	$0	$0
ELIZABETH SWANEY	Vice President	2.00	Officer Director	$0	$0	$0
RALPH KOENKER	Vice President	2.00	Officer Director	$0	$0	$0
ELI SALOMON	Vice President	2.00	Officer Director	$0	$0	$0
ELISA DUN	BOARD MEMBER	5.00	Officer Director	$0	$0	$0
KATHERINE DOWLING	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2024	$94,063	$74,774	$109,721	$19,289
2023	$75,881	$82,394	$89,949	$-6,513
2022	$82,885	$67,933	$95,708	$14,952
2021	$71,824	$75,399	$107,688	$-3,575
2020	$75,302	$61,637	$107,674	$13,665
2019	$73,455	$70,801	$81,671	$2,654
2018	$84,523	$77,663	$82,517	$6,860