NORTH AMERICAN CASE RESEARCH ASSOCIATION INC (EIN 582204172) - 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

1970

Legal Domicile

Principal Officer

Kathryn Savage

Phone

9286068395

Tax Period

2025-01-01 to 2025-12-31

NORTH AMERICAN CASE RESEARCH ASSOCIATION INC, founded in 1970, is a small nonprofit in the Education sector that reported $310K in total revenue in fiscal year 2025. The organization ran a surplus of $55K, a strong 18% operating margin.

Mission

Significant Activities: Journal Publication Annual Conference Mission: To promote excellence in case research writing and teaching in business and other academic disciplines.

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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 (2025)

Revenue Breakdown

Contributions & Grants $10,920

Program Service Revenue $288,649

Investment Income $10,639

Other Revenue $0

TOTAL REVENUE $310,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,988

Fundraising Expenses $0

Program Expenses $224,173

Other Expenses $220,096

TOTAL EXPENSES $255,084

Year-over-Year Comparison

	2025	2024	Change
Revenue	$310,208	$308,618	+0.0%
Expenses	$255,084	$262,346	0.0%
Net Income	$55,124	$46,272	+0.2%

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

$15,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike Annett	Conference Chair	5.00	Officer	$0	$0	$0
Melanie Reed	President	3.00	Officer	$0	$0	$0
Kathryn Savage	Treasurer	12.00	Officer	$12,500	$2,500	$15,000
Randall Harris	Advisory Board Chair	1.00	Officer	$0	$0	$0
Clinton Daniel	VP Elect for Programs	2.00	Officer	$0	$0	$0
Atherine Lee	VP for Communication	1.00	Officer	$0	$0	$0
Eric Dolansky	Journal Editor	2.00	Key Emp	$0	$0	$0
William Wei	VP Case Marketing	2.00	Key Emp	$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
2025	$310,208	$255,084	$521,299	$55,124
2024	$308,618	$262,346	$473,651	$46,272
2023	$253,501	$239,620	$427,296	$13,881

NORTH AMERICAN CASE RESEARCH ASSOCIATION INC