CULTURAL ACADEMIC STUDENT EXCHANGE (EIN 521594177) - 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

1988

Legal Domicile

Principal Officer

STACY LYNN BREWER

Phone

9736550193

Tax Period

2023-09-01 to 2024-08-31

CULTURAL ACADEMIC STUDENT EXCHANGE, founded in 1988, is a small nonprofit in the International Affairs sector that reported $781K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $919K exceeded revenue, resulting in a 18% operating deficit.

Mission

CULTURAL ACADEMIC STUDENT EXCHANGE (CASE) IS A NON-PROFIT, EDUCATIONAL AND CULTURAL ORGANIZATION FOUNDED IN 1988 ON THE BELIEF THAT INTERNATIONAL STUDENT EXCHANGE PROMOTES UNDERSTANDING, RESPECT AND GOODWILL AMONG PEOPLE OF ALL NATIONS. CASE'S PRIMARY EXEMPT PURPOSE IS FOREIGN STUDENT PLACEMENT. CASE BRINGS FOREIGN TEENS TOGETHER WITH U.S. VOLUNTEER HOST FAMILIES. THE PROGRAM GRANTS STUDENTS, HOST FAMILIES AND ENTIRE COMMUNITIES THE ABILITY TO DISCOVER AND VALUE OTHER CULTURES, WHICH ULTIMATELY INCREASES INTERNATIONAL HARMONY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $781,102

Investment Income $178

Other Revenue $0

TOTAL REVENUE $781,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $226,510

Fundraising Expenses $0

Program Expenses $867,619

Other Expenses $692,950

TOTAL EXPENSES $919,460

Year-over-Year Comparison

	2023	2022	Change
Revenue	$781,280	$1,091,888	-0.3%
Expenses	$919,460	$863,195	+0.1%
Net Income	$-138,180	$228,693	-1.6%

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

N/A

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

$145,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACY LYNN BREWER	EXECUTIVE DI	40.00	Director	$145,000	$0	$145,000
LAUREN HEATH	SECRETARY	2.00	Director	$0	$0	$0
KERRY NELSON	TREASURER	2.00	Director	$0	$0	$0
PETER PULEO	PRESIDENT	2.00	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
2024	$781,280	$919,460	$1,392,649	$-138,180
2023	$1,091,888	$863,195	$1,558,519	$228,693
2022	$1,170,243	$802,562	$1,346,168	$367,681
2021	$825,194	$528,785	$1,033,814	$296,409
2020	$400,305	$709,153	$763,501	$-308,848
2019	$540,125	$835,482	$839,875	$-295,357
2018	$839,657	$740,769	$1,135,232	$98,888

CULTURAL ACADEMIC STUDENT EXCHANGE