Civic Intelligence

Harvard Business School Assoc of Southern California

990 • Fiscal year 2020 • EIN 23-7050137

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 19, 2020

Organization ProfileN/A
1020 Manhattan Beach Blvd No 204Manhattan Beach, CA 90266

(323) 377-0414

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.42x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

9.3%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$2,700,915

Up $229,481 (+9.3%) from 2019

Net Assets

Up

$2,600,915

Up $129,481 (+5.2%) from 2019

Liabilities

Up

$100,000

Up $100,000 from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin91st percentile

Revenue

Up

$237,486

Up $51,915 (+28%) from 2019

Expenses

Down

$108,005

Down $6,992 (-6.1%) from 2019

Net Income

Up

$129,481

Up $58,907 (+83%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $2,376,381Liabilities 2017: $100,000Net Assets 2017: $2,276,3812017Assets 2018: $2,400,860Liabilities 2018: $0Net Assets 2018: $2,400,8602018Assets 2019: $2,471,434Liabilities 2019: $0Net Assets 2019: $2,471,4342019Assets 2020: $2,700,915Liabilities 2020: $100,000Net Assets 2020: $2,600,9152020Assets 2021: $3,041,571Liabilities 2021: $0Net Assets 2021: $3,041,5712021Assets 2022: $2,800,278Liabilities 2022: $0Net Assets 2022: $2,800,2782022Assets 2023: $2,959,955Liabilities 2023: $0Net Assets 2023: $2,959,9552023Assets 2024: $3,498,044Liabilities 2024: $0Net Assets 2024: $3,498,0442024Assets 2025: $3,756,094Liabilities 2025: $0Net Assets 2025: $3,756,0942025

Highlighted filing

2020

Assets$2,700,915
Liabilities$100,000
Net Assets$2,600,915
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2017: $43,809Expenses 2017: $101,580Net Income 2017: -$57,7712017Revenue 2018: $53,759Expenses 2018: $101,970Net Income 2018: -$48,2112018Revenue 2019: $185,571Expenses 2019: $114,997Net Income 2019: $70,5742019Revenue 2020: $237,486Expenses 2020: $108,005Net Income 2020: $129,4812020Revenue 2021: $599,446Expenses 2021: $158,790Net Income 2021: $440,6562021Revenue 2022: $98,573Expenses 2022: $339,866Net Income 2022: -$241,2932022Revenue 2023: $104,983Expenses 2023: $126,660Net Income 2023: -$21,6772023Revenue 2024: $239,947Expenses 2024: $128,406Net Income 2024: $111,5412024Revenue 2025: $347,416Expenses 2025: $54,203Net Income 2025: $293,2132025

Highlighted filing

2020

Revenue$237,486
Expenses$108,005
Net Income$129,481
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 19, 2020
Return Version
2019v5.1
Gross Receipts
$709,185
Mission and Program Overview

Mission

Attract supporters, make grants and steward assets for benefit of harvard business school scholarships for students from southern california

Make grants and steward assets for benefit of harvard business school scholarships for students from southern california

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,398,619$2,157,214▼ $241,405
Savings and Temporary Cash Investments$72,815$540,761▲ $467,946
Cash and Non-Interest-Bearing Accounts-$2,940-
Total Assets$2,471,434$2,700,915▲ $229,481
Liabilities
Other Liabilities$0$100,000▲ $100,000
Total Liabilities$0$100,000▲ $100,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,471,434$2,600,915▲ $129,481
Total Net Assets Fund Balance$2,471,434$2,600,915▲ $129,481
Total Liabilities and Net Assets / Fund Balance$2,471,434$2,700,915▲ $229,481

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,471,434$8,600▲ $228,886-$2,600,915
2018$2,400,860$28,850▲ $156,721-$2,471,434
2017$2,276,381$8,350▲ $218,099-$2,400,860
2016$2,202,183$5,245▲ $170,533-$2,276,381
2015$2,162,414$7,000▲ $135,771-$2,202,183
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Shari Bowles GibbonsTrustee & Chairwoman
Alexa MccullochTrustee
Donald E HallTrustee
George G Strong JrTrustee
Karen HernandezTrustee
Peter D TamnyTrustee
Randy BishopTrustee
Salvador M Villar JrTrustee
Theo a KolokotronesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$8,600
Program Service Revenue
$0
Investment Income
$44,886
Other Revenue
$184,000
All Other Contributions
$8,600
Change in Net Assets
$129,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$106,500
Other Expenses$1,505
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$106,500--$106,500
Fees for Services Accounting$1,445--$1,445
Fees for Services Other$60--$60
Total Functional Expenses$108,005$0$0$108,005
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard Business SchoolHarvard, MA501 (c) (6)Unrestricted Use and to Scholarships for Students From Southern California at Harvard Business School$6,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grants Payable$100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The association does not make their financial statements available to the general public, as they have no annual publication to do so, except under the auspices of the harvard business school southern california alumni association. The chairman will furnish any representative of the harvard business school, or graduate of that institution, or any other interested party with a copy of the form 990, upon request.”

Form 990, Part VI, Section C, Line 19

“Any individual may view the annual form 990 documents at: http://ag.ca.gov/charities/ harvard business school association of southern california scholarship fund ct 5839”

Filing and Contact Details

Filer

Filer Name
Harvard Business School Assn
EIN
23-7050137
Phone
3233770414
Address
1020 MANHATTAN BEACH BLVD NO 204, MANHATTAN BEACH, CA 90266

Signing Officer

Name
Shari Bowles Gibbons
Title
Chairwoman
Phone
3233770414
Signed
2020-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shari Bowles Gibbons
Formed
1973
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Cary Spalding CPA Aac
Address
PO BOX 73160, SAN CLEMENTE, CA 92673-3160
Preparer
Charles Spalding
Phone
9494417058
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Unrestricted support of southern california students who attend harvard business school.”

See Comment Below

“The association maintains its endowment to support grants for students at harvard business school, as previously mentioned.”

Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE & CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103580
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0106500
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08600
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02600915
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0106500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0228886
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01997
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02400860
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt028850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02471434
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0113000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0156721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01970
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02276381
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08350
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02400860
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0218099
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01580
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02202183
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02276381
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0170533
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03002
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02162414
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07000
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION MAINTAINS ITS ENDOWMENT TO SUPPORT GRANTS FOR STUDENTS AT HARVARD BUSINESS SCHOOL, AS PREVIOUSLY MENTIONED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SEE COMMENT BELOW
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION DOES NOT MAKE THEIR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC, AS THEY HAVE NO ANNUAL PUBLICATION TO DO SO, EXCEPT UNDER THE AUSPICES OF THE HARVARD BUSINESS SCHOOL SOUTHERN CALIFORNIA ALUMNI ASSOCIATION. THE CHAIRMAN WILL FURNISH ANY REPRESENTATIVE OF THE HARVARD BUSINESS SCHOOL, OR GRADUATE OF THAT INSTITUTION, OR ANY OTHER INTERESTED PARTY WITH A COPY OF THE FORM 990, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY INDIVIDUAL MAY VIEW THE ANNUAL FORM 990 DOCUMENTS AT: HTTP://AG.CA.GOV/CHARITIES/ HARVARD BUSINESS SCHOOL ASSOCIATION OF SOUTHERN CALIFORNIA SCHOLARSHIP FUND CT 5839
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalContributionsAmt08600
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-19
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SO CALIF SCHOLARSHIP FUND 14-090259
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ReturnHeader/Filer/PhoneNum03233770414
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.151.236.98
ReturnHeader/FilingSecurityInformation/IPDt02020-11-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:57:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320055485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARY SPALDING CPA AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 73160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926733160
ReturnHeader/PreparerPersonGrp/PhoneNum09494417058
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES SPALDING
ReturnHeader/ReturnTs02020-12-09T16:03:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,700,915
Liabilities
$100,000
Net assets
$2,600,915
Revenue
$237,486
Expenses
$108,005
Net income
$129,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.35$0.05$0.29
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.24$0.13$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.10$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.10$0.34$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.60$0.16$0.44
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.10$2.60$0.24$0.11$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.19$0.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.10$2.28$0.04$0.10$0.06