Nonprofit · EIN 95-4170595
WHARTON CLUB OF SOUTHERN CALIFORNIA INC
Tax-exempt · MONTEREY PARK, CA 91754
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $71,440 | $47,757 | $23,683 | $100,970 | $0 | $100,970 |
| December 31, 2024 | 990-EZ | $70,098 | $40,859 | $29,239 | $77,511 | $224 | $77,287 |
| December 31, 2023 | 990-EZ | $73,121 | $52,285 | $20,836 | $48,048 | $0 | $48,048 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $27,750
- Program service revenue
- $41,284
- Investment income
- $2,406
Expenses
- Benefits paid to members
- $44,308
- Compensation of officers, directors and key employees
- $0
- Occupancy
- $3,449
- Program services (functional)
- $24,665
Balance sheet and other
- Total assets, start of year
- $77,511
- Total assets, end of year
- $100,970
- Total liabilities, end of year
- $0
- Net assets, end of year
- $100,970
- Cash, savings and investments
- $100,970
- Gross receipts
- $71,440
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alissa Finerman | Co-President | 5 | $0 |
| Monisha Toteja | Co-President | 5 | $0 |
| Lauren Cantor | VP Operations | 5 | $0 |
| Harvey Li | Treasurer | 5 | $0 |
| Michael Rosenblum | VP Legal | 1 | $0 |
| Jason Breeman | President Emeritus | 1 | $0 |
| Evan Eneman | President Emeritus | 5 | $0 |
990-EZ for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alissa Finerman | Co-President | 5 | $0 |
| Monisha Toteja | Co-President | 5 | $0 |
| Lauren Cantor | VP Operations | 5 | $0 |
| Harvey Li | Treasurer | 5 | $0 |
| Michael Rosenblum | VP Legal | 5 | $0 |
| Jason Breeman | President Emeritus | 1 | $0 |
| Evan Eneman | President Emeritus | 5 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Raj Iyer | Treasurer | 1 | $0 |
| Jason Breemen | President | 5 | $0 |
| Bill Lazor | VP Membership | 5 | $0 |
| Alissa Finerman | Wharton Women Co-Chair | 5 | $0 |
| Michael Rosenblum | VP Legal | 5 | $0 |
| Monisha Toteja | Lauder Leader and Wharton Women LA Co-Chair | 5 | $0 |
| Evan Eneman | President Emeritus | 1 | $0 |
| Lauren Cantor | VP Operations | 5 | $0 |
| Wayne Hao | VP Events | 5 | $0 |
| Harvey Li | VP Finance | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 600 N ATLANTIC BLVD APT 506, MONTEREY PARK, CA 91754-7753
- In care of
- % HARVEY LI
- Mailing address (990-N for 2022)
- 1635 Carla Rdg, Beverly Hills CA 90210
- Principal officer (990-N for 2022)
- Jason Breemen, 1635 Carla Rdg, Beverly Hills CA 90210
- Signed the 990-EZ
- Harvey Li, Treasurer
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4170595 or by the name WHARTON CLUB OF SOUTHERN CALIFORNIA INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Social club serving the alumni of The Wharton School in Southern California
Program accomplishments
- Summer galas - a dynamic networking event for alumni to mingle develop professional connections and socialize. Roughly ~150 peopleExpenses $10,675
- Holiday galas - a dynamic networking event for alumni to mingle develop professional connections and socialize. Roughly ~100 peopleExpenses $13,990
- Sports Games events a series of events for alumni to mingle develop professional connections and socialize.
- Other
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 95-4170595
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $100,970
- Income (IRS master file)
- $71,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $71,440 | $47,757 | $100,970 | IRS |
| 990-EZ | December 2024 | $70,098 | $40,859 | $77,511 | XML |
| 990-EZ | December 2023 | $73,121 | $52,285 | $48,048 | XML |
| 990-N for 2022 Officer: Jason Breemen | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: SHARI WAKIYAMA | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: SHARON WAKIYAMA | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4170595).
Questions about WHARTON CLUB OF SOUTHERN CALIFORNIA INC
- What is the EIN of WHARTON CLUB OF SOUTHERN CALIFORNIA INC?
- The employer identification number (EIN) of WHARTON CLUB OF SOUTHERN CALIFORNIA INC is 95-4170595.
- Is WHARTON CLUB OF SOUTHERN CALIFORNIA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1989.
- Are donations to WHARTON CLUB OF SOUTHERN CALIFORNIA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WHARTON CLUB OF SOUTHERN CALIFORNIA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHARTON CLUB OF SOUTHERN CALIFORNIA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHARTON CLUB OF SOUTHERN CALIFORNIA INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of WHARTON CLUB OF SOUTHERN CALIFORNIA INC?
- The 990-N for 2022 names Jason Breemen.
- Who are the officers and directors of WHARTON CLUB OF SOUTHERN CALIFORNIA INC?
- The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does WHARTON CLUB OF SOUTHERN CALIFORNIA INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $71,440, expenses of $47,757 and total assets of $100,970 at year end.
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