Harvard Club of San Francisco

Nonprofit profile at a glance

EIN
942369593
IRS 990 coverage
2011–2025
Forms available
Form 990 2025
Location
San Francisco, CA, USA
Phone
4155156227
Rating
44
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$71,320
Expenses
$82,058
Assets
$97,692
Liabilities
$9,336

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

Leadership & pay

18 people listed

Executive titles in this filing

  • ALEXANDRA MOREHOUSE (Vice President)
  • ANUPAM AGARWAL (President)
  • JULES SEBASTIAN (Vice President)
  • AMY HANSON (Vice President)
  • ELIZABETH SWANEY (Vice President)
  • RALPH KOENKER (Vice President)

Highest reported compensation

  • KIRSTEN W PICKFORD (Executive Dir.): $41,112 total reported compensation

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

Overview

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Membership-supported. 81% of the money available for current operations came from membership dues.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. 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: 0
  • Transparency & Controls: 90
  • Accountability: 64
  • Sustainability: 29
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -15.1%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 1.19; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 50.1%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: -19.1% per year; rating input score 0; 18th percentile among comparable filings
  • Revenue growth: 2.1% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 5.4% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: 20 of 20 board members independent · 1 of 7 filing controls reported
  • Programs: 2 filed program accomplishments
  • Leadership: top reported pay $41K · 18 people listed
  • Consistency: 20 of 20 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 14 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 38/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.