CASSS

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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

1983

Legal Domicile

Principal Officer

DAVID J BERGESON

Phone

5104280740

Tax Period

2024-07-01 to 2025-06-30

CASSS, founded in 1983, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024.

Mission

CASSS SPONSORS INTERNATIONAL SYMPOSIA FOR SCIENTISTS IN THE BIOTECHNOLOGY, PHARMACEUTICAL AND ACADEMIC ARENAS. FURTHERMORE, CASSS PROVIDES EDUCATIONAL, EMPLOYMENT, AND NETWORKING OPPORTUNITIES FOR ITS CURRENT MEMBERS.

Program Service Accomplishments

Program 1

SCIENTIFIC CONFERENCES AND MEETINGS ARE DESIGNED AND COORDINATED FOR INDUSTRY AND REGULATORY PROFESSIONALS, ACADEMIC RESEARCHERS AND STUDENTS TO DISCUSS AND DISSEMINATE VALUABLE TECHNICAL DATA...

SCIENTIFIC CONFERENCES AND MEETINGS ARE DESIGNED AND COORDINATED FOR INDUSTRY AND REGULATORY PROFESSIONALS, ACADEMIC RESEARCHERS AND STUDENTS TO DISCUSS AND DISSEMINATE VALUABLE TECHNICAL DATA RELATED TO BIOPHARMACEUTICAL DEVELOPMENT AND REGULATION.

Program 2

THE ORGANIZATION MAINTAINS A WEB SITE FOR ITS MEMBERS THAT PROVIDES DIGITAL VIDEOS, WHITE PAPERS AND OTHER INFORMATION REGARDING LATEST TRENDS AND BEST PRACTICES IN THE FIELD OF BIOPHARMACEUTICAL...

THE ORGANIZATION MAINTAINS A WEB SITE FOR ITS MEMBERS THAT PROVIDES DIGITAL VIDEOS, WHITE PAPERS AND OTHER INFORMATION REGARDING LATEST TRENDS AND BEST PRACTICES IN THE FIELD OF BIOPHARMACEUTICAL DEVELOPMENT AND REGULATION, UPCOMING SCIENTIFIC EVENTS AND ASSOCIATION NEWS.

Program 3

FOR SELECTED PHD CANDIDATES AND POST-DOCTORAL STUDENTS AND EARLY-CAREER PROFESSIONALS, THE SOCIETY WAIVES REGISTRATION FEES TO PARTICIPATE IN THE CONFERENCES AND PRESENT THEIR RESEARCH WORK AT THE...

FOR SELECTED PHD CANDIDATES AND POST-DOCTORAL STUDENTS AND EARLY-CAREER PROFESSIONALS, THE SOCIETY WAIVES REGISTRATION FEES TO PARTICIPATE IN THE CONFERENCES AND PRESENT THEIR RESEARCH WORK AT THE SOCIETY'S SCIENTIFIC CONFERENCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,779,923

Investment Income $203,439

Other Revenue $0

TOTAL REVENUE $4,983,362

Expense Breakdown

Grants Paid $62,436

Salaries & Benefits $1,690,785

Fundraising Expenses $0

Other Expenses $3,618,240

TOTAL EXPENSES $5,371,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,983,362	$4,700,009	+0.1%
Expenses	$5,371,461	$4,984,109	+0.1%
Net Income	$-388,099	$-284,100	+0.4%

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

180

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

$286,967

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE MOORE	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK SCHENERMAN	VICE PRESIDENT	0.75	Officer Director	$0	$0	$0
JOSEPH KUTZA	TREASURER	0.50	Officer Director	$0	$0	$0
ANDREW CHANG	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOF FINKLER	DIRECTOR	0.50	Director	$0	$0	$0
NOMALIE JAYA	DIRECTOR	0.50	Director	$0	$0	$0
CARMILIA JIMENEZ RAMIREZ	DIRECTOR	0.50	Director	$0	$0	$0
SARAH KENNETT	DIRECTOR	0.50	Director	$0	$0	$0
HANSJORG TOLL	DIRECTOR	0.50	Director	$0	$0	$0
ANDY WEISKOPF	DIRECTOR	0.50	Director	$0	$0	$0
YASUHIRO KISHIOKA	DIRECTOR	0.50	Director	$0	$0	$0
MARKUS BLUMEL	DIRECTOR	0.50	Director	$0	$0	$0
HEIDI ZHANG	DIRECTOR	0.50	Director	$0	$0	$0
DAVE BERGESON	EXECUTIVE DIRECTOR AND CEO	40.00	Officer	$255,546	$31,421	$286,967
RENEE OLSON	DIRECTOR OF MARKETING	40.00	Highest	$157,071	$9,233	$166,304
MIKAELA SANFORD	OPERATIONS MANAGER	40.00	Highest	$128,607	$8,811	$137,418
RANDI JACOBS	PROGRAM, EXHIBIT AND EVENT TECHNOLOGY MANAGER	40.00	Highest	$121,763	$13,687	$135,450
CAROLYN SLADE	PROGRAM MANAGER	40.00	Highest	$118,389	$12,909	$131,298

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	$4,983,362	$5,371,461	$4,282,945	$-388,099
2024	$4,700,009	$4,984,109	$4,514,538	$-284,100
2023	$5,207,707	$5,406,488	$4,661,528	$-198,781
2022	$3,174,552	$3,672,026	$4,508,565	$-497,474
2021	$2,514,435	$2,339,534	$5,168,168	$174,901
2020	$4,378,740	$3,866,519	$4,610,073	$512,221
2019	$4,830,355	$4,810,158	$4,207,106	$20,197
2018	$4,299,237	$3,883,318	$4,083,495	$415,919