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

2024785637

Tax Period

2019-07-01 to 2020-06-30

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION DISTRICT III, founded in 1974, is a small nonprofit that reported $739K in total revenue in fiscal year 2019. Revenue decreased 10% compared to the prior year.

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: $630,132 Revenue: $651,075

CASE DISTRICT III PROVIDES CONFERENCES, WORKSHOPS, NEWSLETTERS AND OTHER SERVICES TO EDUCATE MEMBERS ON TECHNIQUES AND ISSUES AFFECTING HIGHER EDUCATION FUNDRAISING.

Program 2

Expenses: $11,201 Revenue: $42,397

CASE DISTRICT III 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 III 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 $693,472

Investment Income $44,381

Other Revenue $989

TOTAL REVENUE $738,842

Expense Breakdown

Grants Paid $10,622

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $641,333

Other Expenses $763,721

TOTAL EXPENSES $774,343

Year-over-Year Comparison

	2019	2018	Change
Revenue	$738,842	$822,909	-0.1%
Expenses	$774,343	$854,234	-0.1%
Net Income	$-35,501	$-31,325	+0.1%

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
WM CHRISTOPHER CLARKE	CHAIR	1.00	Officer Director	$0	$0	$0
LINDSEY FIELD	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
ERICA ARROYO	SECRETARY	1.00	Officer Director	$0	$0	$0
HARRIET LAIRD	TREASURER	1.00	Officer Director	$0	$0	$0
TINA KAUFFMANN	TRUSTEE	1.00	Officer Director	$0	$0	$0
JANNETTE ADAMS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LIZ BALL	MEMBER AT LARGE	1.00	Director	$0	$0	$0
COLLEEN BOURDEAU	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JENNIFER BROST	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LORI BUCKHEISTER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JOHN DOWD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DWIGHT DOZIER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DEBORAH FONTAINE	MEMBER AT LARGE	1.00	Director	$0	$0	$0
CASSANDRA GRIGGS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BRIAN HARDY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JOSH HAWKINS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MELANIE JONES	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JOYCELYN MAHONE	MEMBER AT LARGE	1.00	Director	$0	$0	$0
VICKY MEDLOCK	MEMBER AT LARGE	1.00	Director	$0	$0	$0
RHONDA MINTON	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KRISTOPHER PHILLIPS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LATASIA PRIEST	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JULIE RICCIARDI	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KENDALL RUNYAN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JOHN SMITH	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JODI STAMEY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
CHRIS THERIOT	MEMBER AT LARGE	1.00	Director	$0	$0	$0
AMANDA TRABUE	MEMBER AT LARGE	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	$738,842	$774,343	No data	$-35,501
2019	$822,909	$854,234	$841,823	$-31,325
2018	$798,827	$646,934	$854,051	$151,893

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION DISTRICT III