2026-06-11T14:30:05-05:00 2025-08-31 043138777 PKF JND PC 400 CROWN COLONY DRIVE SUITE 102 QUINCY MA 02169 990 2024-09-01 041423320 HARVARD CLUB OF BOSTON HARV 6175361260 374 COMMONWEALTH AVENUE BOSTON MA 02215 MICHAEL CRONIN TREASURER 6175361260 2026-06-11 1 0 ROBERT V DANDROW P00294799 6174220007 2026-06-11 2024 2025-03-06 01:10:19Z MARCUS DEFLORIMONTE 374 COMMONWEALTH AVENUE BOSTON MA 02215 21512936 0 X WWW.HARVARDCLUB.COM X 1908 MA THE HARVARD CLUB OF BOSTON SERVES APPROXIMATELY 5,000 MEMBERS AND PROVIDES ROOMS, FOOD AND BEVERAGES, ATHLETIC FACILITIES AND OTHER SERVICES TO FOSTER THE SOCIAL PURPOSES OF THE MEMBERSHIP. THE CLUB HOLDS NUMEROUS FUNCTIONS FOR ITS MEMBERS AND THEIR GUESTS INCLUDING VARIOUS HOLIDAY DINNERS, MONTHLY WINE DINNERS, THE FATHER/DAUGHTER TEA DANCE, THEATRE NIGHTS, AUTHOR SERIES, AND ANNUAL SATURDAY SYMPOSIA FEATURING VARIOUS HARVARD FACULTY AND THROUGH HOSTING MANY GUEST SPEAKERS DISCUSSING A MYRIAD OF THOUGHT PROVOKING TOPICS. 18 18 274 70 1190845 39326 0 0 10796173 11902353 155428 43833 855852 373433 11807453 12319619 0 0 0 0 5462417 5833019 0 0 0 5028067 6777898 10490484 12610917 1316969 -291298 28268317 32259594 13381222 17663797 14887095 14595797 TO BE THE SOCIAL, INTELLECTUAL, AND ATHLETIC HUB OF HARVARD ALUMNI AND OUR AFFILIATED COMMUNITY IN THE GREATER BOSTON AREA. 0 0 HARVARD CLUB OF BOSTON PROVIDES FINE DINING, FAMILY FUNCTIONS, SLEEPING ROOMS AND MEMBER EVENTS AS WELL AS RECREATIONAL, EXERCISE AND AEROBICS PROGRAMS TO ITS FIVE THOUSAND MEMBERS AND THEIR GUESTS. 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 29 0 274 1 1 1 0 0 0 1 1 631091 2706915 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SARA LAWARE CFO 6175361260 374 COMMONWEALTH AVENUE BOSTON MA 02215 SUSAN KENDALL PRESIDENT EFF. 4/25,VP UNTIL 4/25 4.00 1.00 X X 3794 0 0 MARCUS DEFLORIMONTE PRESIDENT UNTIL 4/25 4.00 1.10 X X 3794 0 0 ANDY FREED VICE PRESIDENT EFF. 4/25 2.00 1.00 X X 0 0 0 JILLIAN E MCGRATH VICE PRESIDENT 4.00 1.00 X X 3794 0 0 DAVID RODRIGUEZ SECRETARY 4.00 1.00 X X 0 0 0 MICHAEL CRONIN TREASURER 4.00 1.00 X X 0 0 0 JUAN CARMONA HOUSE COMMITTEE CHAIR 4.00 1.00 X X 2740 0 0 CRISTINA COLETTA BLAU DIRECTOR EFF. 4/25 2.00 1.00 X 0 0 0 BITHIAH L CARTER DIRECTOR 2.00 1.00 X 0 0 0 ANTHONY M CONSIGLI DIRECTOR UNTIL 4/25 2.00 1.00 X 0 0 0 CHARLES CORNISH DIRECTOR UNTIL 4/25 2.00 1.00 X 0 0 0 MICHAEL GAINES DIRECTOR 2.00 1.00 X 0 0 0 MARTIN J GRASSO JR DIRECTOR 2.00 1.00 X 0 0 0 SARAH C KARMON DIRECTOR 2.00 1.00 X 0 0 0 CHERYL LA MONICA DIRECTOR EFF. 4/25 2.00 1.00 X 0 0 0 ELIZABETH MICCI DIRECTOR 2.00 1.00 X 0 0 0 DEBBIE MILLIN DIRECTOR 2.00 1.00 X 0 0 0 AMEEK ASHOK PONDA DIRECTOR 2.00 1.00 X 0 0 0 JAN SARAGONI DIRECTOR 2.00 1.00 X 0 0 0 COURTNEY SHARPE DIRECTOR UNTIL 4/25 2.00 1.00 X 0 0 0 EDWARD MATSON SIBBLE JR DIRECTOR 2.00 1.00 X 0 0 0 CHIBUIKEM UCHE DIRECTOR EFF. 4/25 2.00 1.00 X 0 0 0 STEVEN P CUMMINGS GENERAL MANAGER 40.00 X 576629 0 49359 SARA LAWARE CHIEF FINANCIAL OFFICER 40.00 X 270678 0 14768 DEAN MOORE EXECUTIVE CHEF 40.00 X 213502 0 37970 REBECCA BLAESER VANA SENIOR DIR OF MEMBERSHIP & MARKETING 40.00 X 209407 0 7117 LISA ARMETTA HUMAN RESOURCES DIRECTOR 40.00 X 174584 0 36711 ROGER SCHOFIELD JR ASSISTANT GENERAL MANAGER 40.00 X 161897 0 36406 GLEN BALLARD FACILITIES MANAGER 40.00 X 148692 0 37403 1769511 0 219734 16 0 1 0 0 MEMBERSHIP DUES 713910 9206936 9206936 ROOMS 721000 1769389 907586 861803 PARKING 812930 497607 463120 34487 ATHLETICS 713940 227755 227755 CLUB EVENTS 713910 156118 156118 44548 44548 11902353 43833 43833 9566750 9193317 373433 122711 250722 12319619 11128774 1190845 0 904145 3824589 101941 657100 345244 100311 67330 113880 250911 194951 171839 1086698 24794 316013 319958 1115523 38948 INCOME TAX EXPENSE 28319 REPAIRS & MAINTENANCE 940584 BANK & OTHER FEES 524404 OPERATING SUPPLIES 478000 1005435 12610917 1461623 2263870 1542969 1586800 2810122 6221065 144533 148357 231750 334891 40559607 22119080 17517375 18440527 6961 45293 4552984 3218791 28268317 32259594 1850550 4511562 3403257 4150305 7696300 8449511 431115 552419 13381222 17663797 X 14887095 14595797 14887095 14595797 28268317 32259594 -291298 0 X X 0 1 X 1 0 X X 0 857238 857238 28139522 12314739 15824783 6791987 6001131 790856 4770860 3803210 967650 18440527 LIQUOR LICENSE 20285 INVESTMENTS - DEFERRED COMPENSATION 506402 CONSTRUCTION IN PROGRESS 2692104 3218791 DEFERRED COMPENSATION 506402 LEASE LIABILITIES 46017 552419 21512936 9193317 9193317 12319619 0 12319619 21804234 9193317 9193317 12610917 0 12610917 PART III, LINE 1A: THE CLUB, OVER THE YEARS, HAS RECEIVED CONTRIBUTIONS OF HISTORIC AND/OR ARTISTIC MATERIALS. THE CLUB HAS NOT CAPITALIZED THESE MATERIALS SINCE THEY ARE HELD AND PRESERVED FOR PUBLIC EXHIBITION IN KEEPING THE CLUB'S EXEMPT PURPOSES AND ARE NOT INTENDED TO BE SOLD. PART III, LINE 4: THE CLUB'S COLLECTION INCLUDES MATERIALS OF HISTORIC AND ARTISTIC NATURE, SUCH AS ANTIQUE FURNITURE AND FIXTURES, PAINTINGS AND BOOKS. THE CLUBHOUSE INCLUDES THESE "COLLECTIONS" IN KEEPING WITH THE CLUB'S EXEMPT PURPOSE BY DISPLAYING THE HISTORY OF THE CLUB. THE "COLLECTIONS" ALSO HELP PROMOTE THE COMMINGLING OF THE CLUB'S MEMBERS FOR SOCIAL, RECREATIONAL OR SIMILAR PURPOSES BY PROVIDING AN APPROPRIATE DECOR AND SETTING FOR SUCH ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9,193,317. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9,193,317. X X 0 1 0 STEVEN P CUMMINGS GENERAL MANAGER 353398 0 150000 0 73231 0 17250 0 32109 0 625988 0 0 0 SARA LAWARE CHIEF FINANCIAL OFFICER 219160 0 50240 0 1278 0 11139 0 3629 0 285446 0 0 0 DEAN MOORE EXECUTIVE CHEF 181219 0 31080 0 1203 0 9391 0 28579 0 251472 0 0 0 REBECCA BLAESER VANA SENIOR DIR OF MEMBERSHIP & MARKETING 178889 0 29240 0 1278 0 179 0 6938 0 216524 0 0 0 LISA ARMETTA HUMAN RESOURCES DIRECTOR 132119 0 41480 0 985 0 6994 0 29717 0 211295 0 0 0 ROGER SCHOFIELD JR ASSISTANT GENERAL MANAGER 133474 0 27442 0 981 0 7043 0 29363 0 198303 0 0 0 GLEN BALLARD FACILITIES MANAGER 116737 0 31075 0 880 0 6294 0 31109 0 186095 0 0 0 PART I, LINE 4B EFFECTIVE JANUARY 1, 2025, THE CLUB ADOPTED A DEFERRED COMPENSATION PLAN FOR THE GENERAL MANAGER UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 457(F). THE CLUB CONTRIBUTED $23,500 TO THE PLAN FOR THE YEAR ENDED AUGUST 31, 2025. FORM 990, PART VI, SECTION A, LINE 6 THE CLUB HAS FOUR CATEGORIES OF MEMBERS: RESIDENT, NON-RESIDENT, LIFE, AND HONORARY. FORM 990, PART VI, SECTION A, LINE 7A THE RESIDENT, NON-RESIDENT, LIFE AND HONORARY MEMBERS ELECT THE BOARD OF GOVERNORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE CHAIRMAN, THE GENERAL MANAGER AND ALL OFFICERS REVIEWED AND APPROVED THE FORM 990 ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED AND SIGNED BY EACH DIRECTOR AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE IS MADE UP OF THE PRESIDENT, TREASURER AND ONE APPOINTED BOARD MEMBER. THE COMPENSATION COMMITTEE MEETS AT LEAST THREE TIMES A YEAR TO REVIEW AND APPROVE WAGES AND BONUSES FOR THE HIGHEST PAID EMPLOYEES OF THE CLUB. THE COMMITTEE ALSO USES COMPENSATION LEVELS FOR SIMILAR POSITIONS AT COMPARABLE CITY CLUBS. THE CLUB'S SECRETARY DOCUMENTS THE RESULTS AND THE DECISIONS IN THE MINUTES OF THE COMPENSATION COMMITTEE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT PUBLIC INFORMATION. THE CLUB'S ARTICLES OF ORGANZIATION ARE AVAILABLE IN THE ACCOUNTING OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE CLUB HAS AN AUDIT COMMITTEE WHO ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT PROCESS, AND THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HARVARD CLUB OF BOSTON FOUNDATION 374 COMMONWEALTH AVENUE BOSTON MA 02215 046112005 AWARDING SCHOLARSHIPS TO STUDENTS ATTENDING HARVARD UNIVERSITY MA 501(C)(3) LINE 7 N/A 0 THE HIGGINSON 1908 FOUNDATION INC 374 COMMONWEALTH AVENUE BOSTON MA 02215 814219554 PRESERVATION OF HISTORIC BUILDINGS. ENCOURAGE EDUCATION FOR YOUTH IN BOSTON. MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 THE HIGGINSON 1908 FOUNDATION INC L 209634 ACTUAL AMOUNT PAID HARVARD CLUB OF BOSTON FOUNDATION O 32520 ACTUAL AMOUNT PAID