CASE ALUMNI ASSOCIATION INC (EIN 204435833) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

STEPHEN J ZINRAM

Phone

2162314567

Tax Period

2024-07-01 to 2025-06-30

CASE ALUMNI ASSOCIATION INC, founded in 2005, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO BE AN ACTIVE ALUMNI/ALUMNAE FELLOWSHIP THAT SUPPORTS & ADVANCES THE INTERESTS OF THE CASE SCHOOL OF ENGINEERING AND CASE WESTERN RESERVE UNIVERSITY'S APPLIED SCIENCE PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,883,710

Program Service Revenue $0

Investment Income $6,263

Other Revenue $24,000

TOTAL REVENUE $5,913,973

Expense Breakdown

Grants Paid $4,395,757

Salaries & Benefits $1,185,123

Fundraising Expenses $503,768

Program Expenses $5,129,185

Other Expenses $535,036

TOTAL EXPENSES $6,115,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,913,973	$5,425,350	+0.1%
Expenses	$6,115,916	$5,501,137	+0.1%
Net Income	$-201,943	$-75,787	+1.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

201

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$374,527

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE BAKKE '76	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
KENNETH BARKER '70	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
BRIAN S CASSELBERRY '95	PAST PRESIDENT	1.00	Director	$0	$0	$0
AMY CHAN '04	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
SUNNIVA R COLLINS MS'91 PHD '94	PAST PRESIDENT	1.00	Director	$0	$0	$0
EDWARD CORDIANO '97	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW D CROWLEY '07	1ST VICE PRESIDENT	2.00	Director	$0	$0	$0
MICHAEL H DIAMANT '68	PAST PRESIDENT	1.00	Director	$0	$0	$0
DAN DIFILIPPO '97	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
HILLARY C EMER '07 MSE '07	2ND VICE PRESIDENT	2.00	Director	$0	$0	$0
JOSEPH P FAKULT '90	PAST PRESIDENT	2.00	Director	$0	$0	$0
DONALD L FEKE '76 MS '77	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
SEAN HIGGINS '90	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
CARLIN JACKSON '15	TREASURER	1.00	Director	$0	$0	$0
JAMES D KILMER '00	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
KENNETH A LOPARO PHD 1977	PAST PRESIDENT	1.00	Director	$0	$0	$0
WILLIAM TODD MARTIN '96 MS '98	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
JOHN A MASSIE '66	PAST PRESIDENT	1.00	Director	$0	$0	$0
ERIC J MATYAC '94 MS '97	ASSISTANT TREASURER	2.00	Director	$0	$0	$0
FRANK MERAT '72 G'75 PHD'78	PRESIDENT	2.00	Director	$0	$0	$0
SUSIE J NAGORNEY '76	PAST PRESIDENT	1.00	Director	$0	$0	$0
JESSICA PALMER '10	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
ARKADY POLINKOVSKY '08 MS '10	SECRETARY	2.00	Director	$0	$0	$0
ADAM C SNYDER '02 G'03	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
ROBERT P STALDER '94	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
PAUL STEPHAN '64	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
JIM TRELEAVEN '69 MS '77 PHD '90	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
VALENCIA WILLIAMS '14	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN ZINRAM	CHIEF EXECUTIVE OFFICER	40.00	Officer	$177,721	$45,642	$223,363
MARY MCMILLAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$126,203	$24,961	$151,164

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,913,973	$6,115,916	$3,702,595	$-201,943
2024	$5,425,350	$5,501,137	$3,865,086	$-75,787
2023	$4,781,961	$4,381,628	$3,787,229	$400,333
2022	$15,429,493	$15,434,085	$4,088,805	$-4,592
2021	$4,106,693	$4,392,204	$4,548,848	$-285,511
2020	$5,807,796	$5,839,564	$4,556,855	$-31,768
2019	$4,963,148	$5,454,378	$4,477,321	$-491,230
2018	$6,483,659	$6,442,945	$4,631,327	$40,714

CASE ALUMNI ASSOCIATION INC