Harvard Business School Alumni Club of San Diego

Nonprofit profile at a glance

EIN
432093303
IRS 990-EZ coverage
2014–2025
Forms available
Form 990 2021, Form 990-EZ 2025, Form 990-N 2012
Location
San Diego, CA, USA
Rating
51
Verdict
MIXED
Rating confidence
Moderate
Sector
Alumni Associations

Reported finances

Revenue
$94,237
Expenses
$80,769
Assets
$434,855

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Edward Hughes (President - Secretary)

People named in this filing

  • Edward Hughes (President - Secretary)
  • Francis Costello (Treasurer)
  • Kate Williams (VP Social Enterprise)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To educate leaders who make a difference in the community and to make San Diego a better place to live and work

What it reported doing in 2025

Held two Management Development Programs: one for local non-profit business leaders and one for local business managers and executives. The programs provide cost-effective continuing education to help develop local business and non-profit leaders using the Harvard Business Schools case studies and the case method as a curriculum taught by local experienced business leaders.

Operating model

Revenue model
Earned-program. 73% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 28
  • Transparency & Controls: 82
  • Sustainability: 63
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.9%; rating input score 27
  • Program expense ratio: 31.4%; rating input score 31

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 14.3%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 5.38; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -0.4% per year; rating input score 0; 46th percentile among comparable filings
  • Revenue growth: -7.6% per year; rating input score 0; 28th percentile among comparable filings
  • Asset growth: 6.1% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 26.9% of revenue deployed · 31.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $25K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 27/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 31/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.