Civic Intelligence

Harvard Club of San Francisco

EIN 94-2369593 • 501(c)3 • San Francisco, CA

Profile

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.

1559-b Sloat Blvd 190San Francisco, CA 94132

www.harvardclubsf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$35,907

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$109,721

Up $19,772 (+22%) from 2023

Liabilities

Up

$10,892

Up $483 (+4.6%) from 2023

Net Assets

Up

$98,829

Up $19,289 (+24%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin75th percentile

Revenue

Up

$94,063

Up $18,182 (+24%) from 2023

Expenses

Down

$74,774

Down $7,620 (-9.2%) from 2023

Net Income

Up

$19,289

Up $25,802 (+396%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0-$50KAssets 2011: $46,320Liabilities 2011: $22,917Net Assets 2011: $23,4032011Assets 2012: $58,226Liabilities 2012: $19,821Net Assets 2012: $38,4052012Assets 2013: $54,120Liabilities 2013: $17,841Net Assets 2013: $36,2792013Assets 2014: $64,700Liabilities 2014: $310Net Assets 2014: $64,3902014Assets 2015: $68,396Liabilities 2015: $1,494Net Assets 2015: $66,9022015Assets 2016: $60,026Liabilities 2016: $228Net Assets 2016: $59,7982016Assets 2017: $72,813Liabilities 2017: $25Net Assets 2017: $72,7882017Assets 2018: $82,517Liabilities 2018: $2,349Net Assets 2018: $80,1682018Assets 2019: $81,671Liabilities 2019: -$1,351Net Assets 2019: $83,0222019Assets 2020: $107,674Liabilities 2020: $10,003Net Assets 2020: $97,6712020Assets 2021: $107,688Liabilities 2021: $12,988Net Assets 2021: $94,7002021Assets 2022: $95,708Liabilities 2022: $9,655Net Assets 2022: $86,0532022Assets 2023: $89,949Liabilities 2023: $10,409Net Assets 2023: $79,5402023Assets 2024: $109,721Liabilities 2024: $10,892Net Assets 2024: $98,8292024

Highlighted filing

2024

Assets$109,721
Liabilities$10,892
Net Assets$98,829
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $65,944Expenses 2011: $57,141Net Income 2011: $8,8032011Revenue 2012: $68,697Expenses 2012: $56,453Net Income 2012: $12,2442012Revenue 2013: $55,295Expenses 2013: $57,516Net Income 2013: -$2,2212013Revenue 2014: $84,271Expenses 2014: $56,440Net Income 2014: $27,8312014Revenue 2015: $56,019Expenses 2015: $53,667Net Income 2015: $2,3522015Revenue 2016: $42,623Expenses 2016: $49,822Net Income 2016: -$7,1992016Revenue 2017: $81,932Expenses 2017: $69,432Net Income 2017: $12,5002017Revenue 2018: $84,523Expenses 2018: $77,663Net Income 2018: $6,8602018Revenue 2019: $73,455Expenses 2019: $70,801Net Income 2019: $2,6542019Revenue 2020: $75,302Expenses 2020: $61,637Net Income 2020: $13,6652020Revenue 2021: $71,824Expenses 2021: $75,399Net Income 2021: -$3,5752021Revenue 2022: $82,885Expenses 2022: $67,933Net Income 2022: $14,9522022Revenue 2023: $75,881Expenses 2023: $82,394Net Income 2023: -$6,5132023Revenue 2024: $94,063Expenses 2024: $74,774Net Income 2024: $19,2892024

Highlighted filing

2024

Revenue$94,063
Expenses$74,774
Net Income$19,289
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,721
Liabilities
$10,892
Net assets
$98,829
Revenue
$94,063
Expenses
$74,774
Net income
$19,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.11$0.99$0.94$0.75$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.10$0.80$0.76$0.82$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$0.83$0.68$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.13$0.95$0.72$0.75$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.10$0.98$0.75$0.62$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.83$0.73$0.71$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.80$0.85$0.78$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.82$0.69$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.43$0.50$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.56$0.54$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.64$0.84$0.56$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.18$0.36$0.55$0.58$0.02
2012Summary only. Only limited summary data is available for this year.$0.58$0.20$0.38$0.69$0.56$0.12
2011Summary only. Only limited summary data is available for this year.$0.46$0.23$0.23$0.66$0.57$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2025
Return Version
2024v5.1
Gross Receipts
$190,280
Mission and Program Overview

Mission

The Club provides a social setting for Harvard Alumni and people who have been associated with the university. We fulfill this mission by rendering community services, interviewing candidates for admission to Harvard and organizing social and educational events for our members. We offer a rich variety of different programs including regular socializing and networking, academic lectures, cultural events, and opportunities to its members to discover the greater San Francisco Bay area.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$89,948$109,721▲ $19,773
Rtn Earn Endowment Incm Other Fnds$79,540$98,829▲ $19,289
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$89,949$109,721▲ $19,772
Other Assets Total$1$0▼ $1
Liabilities
Other Liabilities$8,178$9,727▲ $1,549
Accounts Payable and Accrued Expenses$2,231$1,165▼ $1,066
Total Liabilities$10,409$10,892▲ $483
Net Assets / Fund Balance
Total Net Assets Fund Balance$79,540$98,829▲ $19,289
Total Liabilities and Net Assets / Fund Balance$89,949$109,721▲ $19,772
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kirsten W PickfordExecutive DirectorPT$35,907$35,907

Board Members and Trustees

NameTitle
Betsy MassarChair
Linda ZhangPresident
Anupam AgarwalPresident Elect
Alexandra MorehouseVice President
Amy HansonVice President
Eli SalomonVice President
Elizabeth SwaneyVice President
Jules SebastianVice President
Lisha BornillaVice President
Ralph KoenkerVice President
David J TsaiBoard Member
Elisa DunBoard Member
Jorge JaramilloBoard Member
Julia CheeverBoard Member
Katherine DowlingBoard Member
Marty TunnellBoard Member
Michael AldereteBoard Member
Greg GroeneveldSecretary
Lin ZhuTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,732
Program Service Revenue
$0
Investment Income
$11
Other Revenue
$25,320
All Other Contributions
$5,370
Change in Net Assets
$19,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,867
Salaries, Compensation, and Employee Benefits$35,907
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$35,907-$35,907
Fees for Services Accounting-$9,975-$9,975
Information Technology-$9,757-$9,757
Office Expenses-$2,635-$2,635
Insurance-$2,209-$2,209
Other Expenses-$70-$70
Total Functional Expenses$0$74,774$0$74,774
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,172
Fundraising Direct Expenses$96,217
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$54,400$54,400$48,958$5,442
Other Events$47,552$47,552$32,904$14,648
Total Events$121,172$121,172$96,217$24,955
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Dues$9,727
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
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 A, Line 6

“The members are alumni from the harvard university.”

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

“The return is reviewed and signed off by the treasurer. The treasurer then presents and discusses the return at a subsequent board meeting.”

Form 990, Part VI, Section B, Line 15A

“The compensation to executive director was proposed based on compensation survey or study then discussed and approved by the board.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request to the general public. The necessary arrangements need to be made between the requestor and the organization either by mail or in person.”

Filing and Contact Details

Filer

Filer Name
Harvard Club of San Francisco
EIN
94-2369593
Phone
4155156227
Address
1559-B SLOAT BLVD 190, SAN FRANCISCO, CA 94132

Signing Officer

Name
Lin Zhu
Title
Treasurer
Signed
2025-06-23
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
60

Preparer

Firm
Block Advisors DBA CCK
Address
1013 2nd Street, Novato, CA 94945
Preparer
Xinran Cai
Phone
4158835400
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President
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IRS990/MissionDesc0The 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONTINUING 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.
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