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Harvard Business School Assoc Of Southern California

Wells Fargo Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Graduate, Professional Schools (Separate Entities) (B51I) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$240k (2024)

Expenses
$128k (2024)

Total Assets
$3.5M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$239,947
Expenses
$128,406
Net Income
$111,541
Net Assets
$3,498,044
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,687
9.0%
Program Services $0
Investment Income $59,317
24.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $158,943
66.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,498,044
Total Liabilities $0
Net Assets $3,498,044
Compensation
Key Employees and Officers Compensation Related Other
George G Strong Jr (Trustee) $0 $0 $0
Donald E Hall (Trustee) $0 $0 $0
Shari Bowles Gibbons (Trustee & Ch) $0 $0 $0
Peter D Tamny (Trustee) $0 $0 $0
Salvador M Villar Jr (Trustee) $0 $0 $0
Theo A Kolokotrones (Trustee) $0 $0 $0
Edward Chen (Trustee) $0 $0 $0
Randy Bishop (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$104,983
Expenses
$126,660
Net Income
-$21,677
Net Assets
$2,959,955
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,125
10.6%
Program Services $0
Investment Income $51,688
49.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,170
40.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,959,955
Total Liabilities $0
Net Assets $2,959,955
Compensation
Key Employees and Officers Compensation Related Other
George G Strong Jr (Trustee) $0 $0 $0
Donald E Hall (Trustee) $0 $0 $0
Shari Bowles Gibbons (Trustee & Ch) $0 $0 $0
Peter D Tamny (Trustee) $0 $0 $0
Salvador M Villar Jr (Trustee) $0 $0 $0
Theo A Kolokotrones (Trustee) $0 $0 $0
Edward Chen (Trustee) $0 $0 $0
Randy Bishop (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,573
Expenses
$339,866
Net Income
-$241,293
Net Assets
$2,800,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,450
13.6%
Program Services $0
Investment Income $41,295
41.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,828
44.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,800,278
Total Liabilities $0
Net Assets $2,800,278
Compensation
Key Employees and Officers Compensation Related Other
George G Strong Jr (Trustee) $0 $0 $0
Donald E Hall (Trustee) $0 $0 $0
Shari Bowles Gibbons (Trustee & Ch) $0 $0 $0
Peter D Tamny (Trustee) $0 $0 $0
Karen Hernandez (Trustee) $0 $0 $0
Salvador M Villar Jr (Trustee) $0 $0 $0
Theo A Kolokotrones (Trustee) $0 $0 $0
Edward Chen (Trustee) $0 $0 $0
Randy Bishop (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$599,446
Expenses
$158,790
Net Income
$440,656
Net Assets
$3,041,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,300
2.1%
Program Services $0
Investment Income $38,033
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $822
0.1%
Net Inventory Sales $0
Other Revenue $548,291
91.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,041,571
Total Liabilities $0
Net Assets $3,041,571
Compensation
Key Employees and Officers Compensation Related Other
George G Strong Jr (Trustee) $0 $0 $0
Donald E Hall (Trustee) $0 $0 $0
Shari Bowles Gibbons (Trustee & Ch) $0 $0 $0
Peter D Tamny (Trustee) $0 $0 $0
Karen Hernandez (Trustee) $0 $0 $0
Salvador M Villar Jr (Trustee) $0 $0 $0
Theo A Kolokotrones (Trustee) $0 $0 $0
Edward Chen (Trustee) $0 $0 $0
Randy Bishop (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$237,486
Expenses
$108,005
Net Income
$129,481
Net Assets
$2,600,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,600
3.6%
Program Services $0
Investment Income $46,337
19.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,451
Net Inventory Sales $0
Other Revenue $184,000
77.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,700,915
Total Liabilities $100,000
Net Assets $2,600,915
Compensation
Key Employees and Officers Compensation Related Other
George G Strong Jr (Trustee) $0 $0 $0
Donald E Hall (Trustee) $0 $0 $0
Shari Bowles Gibbons (Trustee & Chairwoman) $0 $0 $0
Peter D Tamny (Trustee) $0 $0 $0
Karen Hernandez (Trustee) $0 $0 $0
Salvador M Villar Jr (Trustee) $0 $0 $0
Theo A Kolokotrones (Trustee) $0 $0 $0
Alexa Mcculloch (Trustee) $0 $0 $0
Randy Bishop (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,571
Expenses
$114,997
Net Income
$70,574
Net Assets
$2,471,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,850
15.5%
Program Services $0
Investment Income $52,666
28.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30
0.0%
Net Inventory Sales $0
Other Revenue $104,025
56.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,471,434
Total Liabilities $0
Net Assets $2,471,434
Compensation
Key Employees and Officers Compensation Related Other
George G Strong Jr (Trustee) $0 $0 $0
Donald E Hall (Trustee) $0 $0 $0
Shari Bowles Gibbons (Trustee & Chairwoman) $0 $0 $0
Peter D Tamny (Trustee) $0 $0 $0
Karen Hernandez (Trustee) $0 $0 $0
Salvador M Villar Jr (Trustee) $0 $0 $0
Theo A Kolokotrones (Trustee) $0 $0 $0
Alexa Mcculloch (Trustee) $0 $0 $0
Randy Bishop (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,759
Expenses
$101,970
Net Income
-$48,211
Net Assets
$2,400,860
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,350
15.5%
Program Services $0
Investment Income $45,190
84.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $219
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,400,860
Total Liabilities $0
Net Assets $2,400,860
Compensation
Key Employees and Officers Compensation Related Other
George G Strong Jr (Trustee) $0 $0 $0
Donald E Hall (Trustee) $0 $0 $0
Shari Bowles Gibbons (Trustee & Chairwoman) $0 $0 $0
Peter D Tamny (Trustee) $0 $0 $0
Karen Hernandez (Trustee) $0 $0 $0
Salvador M Villar Jr (Trustee) $0 $0 $0
Theo A Kolokotrones (Trustee) $0 $0 $0
Alexa Mcculloch (Trustee) $0 $0 $0
Temporarily Vacant (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$43,809
Expenses
$101,580
Net Income
-$57,771
Net Assets
$2,276,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,245
12.0%
Program Services $0
Investment Income $38,564
88.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,376,381
Total Liabilities $100,000
Net Assets $2,276,381
Compensation
Key Employees and Officers Compensation Related Other
George G Strong Jr (Trustee) $0 $0 $0
Donald E Hall (Trustee) $0 $0 $0
Shari Bowles Gibbons (Trustee & Chairwoman) $0 $0 $0
Peter D Tamny (Trustee) $0 $0 $0
Karen Hernandez (Trustee) $0 $0 $0
Salvador M Villar Jr (Trustee) $0 $0 $0
Theo A Kolokotrones (Trustee) $0 $0 $0
Alexa Mcculloch (Trustee) $0 $0 $0
Temporarily Vacant (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,257
Expenses
$103,002
Net Income
-$63,745
Net Assets
$2,202,183
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,000
17.8%
Program Services $0
Investment Income $32,257
82.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,302,183
Total Liabilities $100,000
Net Assets $2,202,183

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$333,490
Expenses
$102,667
Net Income
$230,823
Net Assets
$2,162,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,300
2.2%
Program Services $0
Investment Income $42,244
12.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $283,946
85.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,262,414
Total Liabilities $100,000
Net Assets $2,162,414

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,146
Expenses
$2,935
Net Income
$134,211
Net Assets
$1,931,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,100
7.4%
Program Services $0
Investment Income $46,226
33.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $80,820
58.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,931,591
Total Liabilities $0
Net Assets $1,931,591

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$104,710
Expenses
$77,794
Net Income
$26,916
Net Assets
$1,797,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,001
14.3%
Program Services $0
Investment Income $60,571
57.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,138
27.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,797,380
Total Liabilities $0
Net Assets $1,797,380

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,790
Expenses
$82,045
Net Income
-$35,255
Net Assets
$1,770,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,150
13.1%
Program Services $0
Investment Income $48,971
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,311
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $4,000
4.9%
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,770,464
Total Liabilities $0
Net Assets $1,770,464

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,644
Expenses
$77,171
Net Income
-$29,527
Net Assets
$1,805,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,100
10.7%
Program Services $0
Investment Income $50,925
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,381
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,805,719
Total Liabilities $0
Net Assets $1,805,719

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2000

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
1999

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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