COUNCIL FOR ADVANCEMENT AND SUPPOR… - Form 990 Financial Data

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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 IV, founded in 1974, is a small nonprofit that reported $344K in total revenue in fiscal year 2019. Expenses of $404K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE PURPOSES OF CASE ARE TO DEVELOP AND FOSTER SOUND RELATIONSHIPS BETWEEN MEMBER EDUCATIONAL INSTITUTIONS AND THEIR CONSTITUENCIES; TO PROVIDE TRAINING PROGRAMS, PRODUCTS AND SERVICES IN THE AREAS OF ALUMNI RELATIONS, COMMUNICATIONS, AND PHILANTHROPY; TO PROMOTE EDUCATION (CASE) IN ITS MISSION OF PROVIDING TRAINING PROGRAMS, PRODUCTS, AND SERVICES IN THE AREA OF ALUMNI RELATIONS, COMMUNICATIONS, AND PHILANTHROPY.

Program Service Accomplishments

Program 1

Expenses: $378,805 Revenue: $301,533

CASE DISTRICT IV PROVIDES CONFERENCES, WORKSHOPS, NEWSLETTERS, AWARDS AND OTHER PROGRAMS TO PROMOTE EXCELLENCE IN HIGHER EDUCATION FUNDRAISING.

Program 2

Expenses: $0 Revenue: $25,257

CASE DISTRICT IV PROVIDES FELLOWSHIPS TO MINORITY PROFESSIONALS IN THE FIELD OF INSTITUTIONAL ADVANCEMENT. AWARDEES EXPERIENCE A SIX-TO-NINE MONTH "HANDS ON" WORK EXPERIENCE AT A PARTNER COLLEGE...

CASE DISTRICT IV PROVIDES FELLOWSHIPS TO MINORITY PROFESSIONALS IN THE FIELD OF INSTITUTIONAL ADVANCEMENT. AWARDEES EXPERIENCE A SIX-TO-NINE MONTH "HANDS ON" WORK EXPERIENCE AT A PARTNER COLLEGE, UNIVERSITY, OR INDEPENDENT SCHOOL. THE TYPICAL CANDIDATE HAS THREE YEARS OF PROFESSIONAL EXPERIENCE, EITHER IN EDUCATIONAL SETTINGS (OTHER THAN THE ADVANCEMENT FIELD) OR IN BUSINESS SETTINGS.

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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 $326,790

Investment Income $17,588

Other Revenue $0

TOTAL REVENUE $344,378

Expense Breakdown

Grants Paid $5,951

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $378,805

Other Expenses $397,638

TOTAL EXPENSES $403,589

Year-over-Year Comparison

	2019	2018	Change
Revenue	$344,378	$324,479	+0.1%
Expenses	$403,589	$369,364	+0.1%
Net Income	$-59,211	$-44,885	+0.3%

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

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
KETURI DELONG	CHAIR (AS OF 4/20)	1.00	Officer Director	$0	$0	$0
KRISTEN BENNETT	TREASURER	1.00	Officer Director	$0	$0	$0
TRACY SYLER-JONES	PAST CHAIR (AS OF 4/20)	1.00	Officer Director	$0	$0	$0
SUSIE NICHOLSON	PAST CHAIR (UNTIL 4/20)	1.00	Officer Director	$0	$0	$0
JAMES LEWIS	TRUSTEE	1.00	Officer Director	$0	$0	$0
CONNOR ANGLETON	DIRECTOR (UNTIL 4/20)	1.00	Director	$0	$0	$0
ANNIE CARTER	DIRECTOR	1.00	Director	$0	$0	$0
TODD CLARK	DIRECTOR (UNTIL 4/20)	1.00	Director	$0	$0	$0
BRANDY COX	DIRECTOR	1.00	Director	$0	$0	$0
AMY FORD	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA GALVES	DIRECTOR	1.00	Director	$0	$0	$0
JOVAN HACKLEY	DIRECTOR (UNTIL 4/20)	1.00	Director	$0	$0	$0
CHANDLER LEBOEUF	DIRECTOR	1.00	Director	$0	$0	$0
ADRIAN MATTHYS	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
JESSE PISORS	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY SPOERI	DIRECTOR	1.00	Director	$0	$0	$0
LISA VASQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
RYAN WALLACE	DIRECTOR (UNTIL 4/20)	1.00	Director	$0	$0	$0
KATIE WILLIAMS	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	$344,378	$403,589	No data	$-59,211
2019	$324,479	$369,364	$431,826	$-44,885
2018	$302,986	$341,531	$462,462	$-38,545

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION DISTRICT IV