COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION DISTRICT VII (EIN 521135737) - 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

1974

Legal Domicile

Principal Officer

DIANE YOUNG

Phone

2023282273

Tax Period

2019-07-01 to 2020-06-30

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION DISTRICT VII, founded in 1974, is a small nonprofit that reported $502K in total revenue in fiscal year 2019. Expenses of $584K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE PURPOSE OF THE CASE DISTRICTS IS TO SUPPORT THE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION (CASE) IN ITS MISSION OF PROVIDING TRAINING PROGRAMS, PRODUCTS AND SERVICES IN THE AREAS OF ALUMNI RELATIONS, COMMUNICATIONS AND PHILANTHROPY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $459,727

Investment Income $42,283

Other Revenue $0

TOTAL REVENUE $502,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $531,723

Other Expenses $584,040

TOTAL EXPENSES $584,040

Year-over-Year Comparison

	2019	2018	Change
Revenue	$502,010	$468,818	+0.1%
Expenses	$584,040	$377,081	+0.5%
Net Income	$-82,030	$91,737	-1.9%

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

N/A

Volunteers

125

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BERGLER	CHAIR	1.00	Officer Director	$0	$0	$0
LORI REDFEARN	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
CHERYL HOUSE	PAST CHAIR	1.00	Officer Director	$0	$0	$0
NANCY TRESER-OSGOOD	DISTRICT VII TRUSTEE	1.00	Officer Director	$0	$0	$0
EMILY M RANKIN	SECRETARY	1.00	Officer Director	$0	$0	$0
RUSSEL HESKIN	TREASURER	1.00	Officer Director	$0	$0	$0
LORI BACHAND	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE BARBER	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL BEAL	DIRECTOR	1.00	Director	$0	$0	$0
JACK BERESFORD	DIRECTOR	1.00	Director	$0	$0	$0
NANCY COLLINWOOD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FACKLER	DIRECTOR	1.00	Director	$0	$0	$0
STACIE GRANT	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD W HEEVNER	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS HUPKE	DIRECTOR	1.00	Director	$0	$0	$0
BILL JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM KAVAN	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA KO	DIRECTOR	1.00	Director	$0	$0	$0
MARGENE MASTIN-SCHEPPS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MORA	DIRECTOR	1.00	Director	$0	$0	$0
JUDY NAGAI	DIRECTOR	1.00	Director	$0	$0	$0

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
2020	$502,010	$584,040	No data	$-82,030
2019	$468,818	$377,081	$899,477	$91,737
2018	$456,833	$386,622	$818,164	$70,211

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION DISTRICT VII