Wharton Club of Southern California Inc

Nonprofit profile at a glance

EIN
954170595
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Monterey Park, CA, USA
Rating
58
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$71,440
Expenses
$47,757
Assets
$100,970
Liabilities
$0

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

Leadership & pay

7 people listed

Executive titles in this filing

  • Alissa Finerman (Co-President)
  • Monisha Toteja (Co-President)
  • Jason Breeman (President Emeritus)
  • Evan Eneman (President Emeritus)

People named in this filing

  • Alissa Finerman (Co-President)
  • Monisha Toteja (Co-President)
  • Lauren Cantor (VP Operations)

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

Social club serving the alumni of The Wharton School in Southern California

What it reported doing in 2025

Holiday galas - a dynamic networking event for alumni to mingle develop professional connections and socialize. Roughly ~100 people

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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: 41
  • Transparency & Controls: 82
  • Sustainability: 73
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 34.5%; rating input score 35
  • Program expense ratio: 51.6%; rating input score 52

Transparency & Controls

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

Sustainability

  • Operating margin: 33.2%; rating input score 82; 82nd percentile among comparable filings
  • Total-asset coverage ratio: 2.11; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -36.1% per year; rating input score 0; 12th percentile among comparable filings
  • Revenue growth: -1.2% per year; rating input score 0; 45th percentile among comparable filings
  • Asset growth: 35% per year; rating input score 100; 91st percentile among comparable filings

Details

  • Where the money goes: 34.5% of revenue deployed · 51.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $25K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 3 filing years from 2023 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 35/100.
  • Review — Financial Efficiency: Program expense ratio scored 52/100.
  • 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.