Wharton Club of Northern California
Nonprofit profile at a glance
- EIN
- 942565275
- IRS 990-EZ coverage
- 2013–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2025
- Location
- San Francisco, CA, USA
- Phone
- 9257848156
- Rating confidence
- Limited
Reported finances
- Revenue
- $-2,966
- Expenses
- $16,479
- Assets
- $149,236
- Liabilities
- $6,490
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- CLAIRE GAO (PRESIDENT)
People named in this filing
- CLAIRE GAO (PRESIDENT)
- EDWARD WILSON (TREASURER)
- GERALD NIESAR (SECRETARY)
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
Business school alumni association
What it reported doing in 2025
Various professional, educational, and career development activities
Operating model
- Revenue model
- No positive adjusted resources. The filing reports no positive adjusted operating resources.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 37
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -655.6%; rating input score 2; 2nd percentile among comparable filings
- Total-asset coverage ratio: 9.06; rating input score 91; 91st percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -6.9% per year; rating input score 0; 33rd percentile among comparable filings
- Revenue growth: -10.8% per year; rating input score 0; 24th percentile among comparable filings
- Asset growth: -1.3% per year; rating input score 0; 33rd percentile among comparable filings
Details
- Where the money goes: 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $16K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2013 to 2025
- 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.
- High — Sustainability: Operating margin scored 2/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.