Community Improvement, Capacity Building

Wharton School Club of Central & Northern Florida Inc. a.k.a. Wharton Community Alliance

  • Winter Park, FL
  • www.wcalliance.org

This organization has not appeared on the IRS Business Master File in a number of months. It may have merged with another organization or ceased operations.


This organization's exempt status was automatically revoked by the IRS for failure to file a Form 990, 990-EZ, 990-N, or 990-PF for 3 consecutive years. Further investigation and due diligence are warranted.

Mission Statement

The Mission of the Wharton Community Alliance is to build nonprofit capacity in Central Florida by: 

1.  Serving as a “Fiscal Sponsor” for charitable projects and            organizations, enabling them to realize the benefits of our nonprofit expertise, administrative capabilities, cost efficiencies and IRS 501(c)(3) public charity tax-exempt status. This can be most beneficial for:
     -   New organizations (without IRS tax-exempt status)
     -   Stand-alone/one-time charitable projects
     -   Situations where a cost/benefit analysis (or other reason) points  to outsourcing “back office” functions. 

2.  Assisting nonprofit organizations in building capabilities and establishing “best practices” in areas such as:
     -   Strategy and planning
     -   Governance and organization 
     -   Financial and administrative management

Main Programs

  1. Friends of Biennale O
Service Areas

Self-reported

Florida

Our focus is working with partner organizations in Central Florida, but we will consider sponsoring projects/organizations in other areas.

ruling year

2006

Principal Officer since 2010

Self-reported

Michael E Harbison

Keywords

Self-reported

Wharton, governance, management, financial, fiscal, sponsor, alliance, administration, operations

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EIN

20-3263097

 Number

4042326583

Contact

Cause Area (NTEE Code)

Nonprofit Management (S50)

Management & Technical Assistance (T02)

IRS Filing Requirement

This organization is required to file an IRS Form 990-N.

Programs + Results

How does this organization make a difference?

Overview

Self-reported by organization

Fiscal 2009 (ending August 31) was a year of formalizing our structure and governance, and preparation for our first sponsored project in Fiscal 2010.  We transformed our board of directors, adding unique skills and removing all "staff" (unpaid) from voting board membershiwhich will gear up during the second half of calendar 2009 for its main event in the spring of 2010.

Programs

Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Program 1

Friends of Biennale O

Biennale O is an educational program about architecture and great architectural achievements, bringing the work of world-class architects to greater Orlando.  As its name suggests, this is a bi-annual program, including exhibits, lectures and other elements, at several venues.  As a new program, this is an ideal sponsorship for the Wharton Community Alliance.  We will help Biennale O establish an administrative structure, advise on various "back office" aspects of a new nonprofit venture, and incubate Biennale O into a permanent part of Orlando's arts scene.

Category

Arts, Culture & Humanities

Population(s) Served

Adults

Children Only (5 - 14 years)

Budget

$60,000.00

Service Areas

Self-reported

Florida

Our focus is working with partner organizations in Central Florida, but we will consider sponsoring projects/organizations in other areas.

Additional Documents

Funding Needs

Our primary need is to expand awareness of our capabilities in the Central Florida nonprofit community.  We can assist many charitable projects while, at the same time, limiting unnecessary incremental costs and inefficiencies in the nonprofit "business system."

External Reviews

Source: greatnonprofits.org

The review section is powered by Great Nonprofits

Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

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  • Address, phone, website and contact information
  • Forms 990 for 2011, 2010 and 2010
  • Board Chair and Board Members
  • Access to the GuideStar Community
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Operations

The people, governance practices, and partners that make the organization tick.

Wharton School Club of Central & Northern Florida Inc. a.k.a. Wharton Community Alliance

Leadership

NEED MORE INFO ON THIS NONPROFIT?

Free: Gain immediate access to the following:
  • Address, phone, website and contact information
  • Forms 990 for 2011, 2010 and 2010
  • Board Chair and Board Members
  • Access to the GuideStar Community
Need the ability to download nonprofit data and more advanced search options? Consider a Premium or Pro Search subscription.

Principal Officer

Michael E Harbison

BIO

Community leader, finance, venture capital.

STATEMENT FROM THE Principal Officer

"The successful application of Fiscal Sponsorship can mean value-added to the constituencies served, as well as to the nonprofit community itself.  Maximizing a nonprofit's focus on its mission, and minimizing its preoccupation with administration, brings a giant shift in resources to direct program activities from indirect supporting time and expenses.  Over time, expanding the use of Fiscal Sponsorship throughout the nonprofit community can mean a significant increase in program resources and their resulting impact.

Michael Harbison, President"

Governance

BOARD CHAIR

Matthew Scott

Morgan Stanley Smith Barney

Term: Sept 2011 - Aug 2012

BOARD LEADERSHIP PRACTICES

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices. Self-reported by organization


RESPONSE NOT PROVIDED

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?


RESPONSE NOT PROVIDED

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?


RESPONSE NOT PROVIDED

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?


RESPONSE NOT PROVIDED

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?


RESPONSE NOT PROVIDED

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?