Permanent Fund Trust for Harvard Travellers Club C/o Nils Bonde-henriksen

Nonprofit profile at a glance

EIN
046115589
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Arlington, MA, USA
Phone
6175193486
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$27,165
Expenses
$20,306
Assets
$396,415
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

People named in this filing

  • NILS BONDE-HENRIKSEN (TRUSTEE)
  • PETER CREIGHTON (TRUSTEE)
  • KATHRYN A BARD (TRUSTEE)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide grants for research activities throughout the world

Operating model

Revenue model
Donor-supported. 63% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 51
  • Transparency & Controls: 100
  • Sustainability: 80
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.1%; rating input score 81
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 25.2%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 19.52; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 11.4% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 5.4% per year; rating input score 100; 72nd percentile among comparable filings
  • Asset growth: 8% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 81.1% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • 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.

  • Review — Sustainability: Officer compensation ratio scored 56/100.