ALUMNI ASSOCIATION CALIFORNIA INST… - 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

1935

Legal Domicile

Principal Officer

MARIO PERAZA

Phone

6263956592

Tax Period

2024-10-01 to 2025-09-30

ALUMNI ASSOCIATION CALIFORNIA INSTITUTE OF TECHNOLOGY, founded in 1935, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 11% surplus.

Mission

ENGAGE, CONNECT AND CELEBRATE GRADUATES OF THE CALIFORNIA INSTITUTE OF TECHNOLOGY THROUGH COMUNICATONS, PROGRAMS, AND VOLUNTEERISM.

Program Service Accomplishments

Program 1

Expenses: $225,450 Revenue: $0

COMMUNICATIONS, WEBSITE, SUPPORT SERVICES AND SOFTWARE. INCLUDES TECHER THE ANNUAL ALUMNI MAGAZINE WITH PRINT COPIES SENT TO ALL ALUMNI LIVING IN THE US AND ELECTRONICALLY TO ALL INTERNATIONAL...

COMMUNICATIONS, WEBSITE, SUPPORT SERVICES AND SOFTWARE. INCLUDES TECHER THE ANNUAL ALUMNI MAGAZINE WITH PRINT COPIES SENT TO ALL ALUMNI LIVING IN THE US AND ELECTRONICALLY TO ALL INTERNATIONAL ALUMNI, REGULAR ELECTRONIC COMMUNICATIONS, WEBINARS AND ONLINE PROGRAMS FOR CONTINUING EDUCATION, ENRICHMENT AND PROFESSIONAL DEVELOPMENT.

Program 2

Expenses: $210,759 Revenue: $74,400

ALUMNI WEEKEND & HALF CENTURY CLUB: CALTECH ALUMNI AND GUESTS SPEND AN EXTENDED WEEKEND CONNECTING WITH AND CELEBRATING FELLOW ALUMNI AND CALTECH.

Program 3

Expenses: $206,281 Revenue: $30,034

OUTREACH PROGRAMS CALTECH IN LOCAL AND REGIONAL OUTREACH EVENTS FOR ALUMNI AND STUDENTS, INCLUDES EDUCATIONAL GROUP TRAVEL OPPORTUNITIES.

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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 $184,060

Program Service Revenue $124,210

Investment Income $875,936

Other Revenue $0

TOTAL REVENUE $1,184,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $778,400

Other Expenses $1,053,033

TOTAL EXPENSES $1,053,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,184,206	$717,503	+0.7%
Expenses	$1,053,033	$833,150	+0.3%
Net Income	$131,173	$-115,647	-2.1%

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
DAN LIEBLING	CHAIR FY25/26 CHAIR FY24/25	2	Officer Director	$0	$0	$0
FREDERIC CALDWELL	VICE CHAIR FY25/26 VICE CHAIR FY24/25	1	Officer Director	$0	$0	$0
TARA GOMEZ-HAMPTON	VICE CHAIR FY25/26 VICE CHAIR FY24/25	1	Officer Director	$0	$0	$0
MIRAL KIM-E	VICE CHAIR FY25/26 VICE CHAIR FY24/25	1	Officer Director	$0	$0	$0
JENNIFER LEE	BOARD MEMBER FY24/25	1	Director	$0	$0	$0
KEVIN NOERTKER	BOARD MEMBER FY24/25	1	Director	$0	$0	$0
AMANDA CASHIN	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
ANGELA POOLE	BOARD MEMBER FY24/25	1	Director	$0	$0	$0
CARLY ROBISON	BOARD MEMBER FY24/25	1	Director	$0	$0	$0
EVAN TSANG	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
JASMINE SEARS	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
ELIZABETH STAMESHKIN	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
DAVID CHAVEZ	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
JOHN ABBOTT III	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
EDGARDO GARCIA BARRIOS	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
REBECCA MISERENDINO	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
JAY TURNER	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
ZACHARY RIVKIN	BOARD MEMBER FY25/26 FY24/25	1	Director	$0	$0	$0
NATE THOMAS	BOARD MEMBER FY25/26	1	Director	$0	$0	$0
DAINA PAULIKAS	BOARD MEMBER FY25/26	1	Director	$0	$0	$0
KEN DIEST	BOARD MEMBER FY25/26	1	Director	$0	$0	$0
SK SHARMA	BOARD MEMBER FY25/26	1	Director	$0	$0	$0
DAVID PEISNER	BOARD MEMBER FY25/26	1	Director	$0	$0	$0
MARIO PERAZA	CEO	8	Officer	$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	$1,184,206	$1,053,033	$8,325,587	$131,173
2024	$717,503	$833,150	$8,451,242	$-115,647
2023	$1,108,640	$1,030,901	$8,243,919	$77,739
2022	$898,924	$827,553	$8,322,864	$71,371
2021	$447,023	$453,154	$9,707,522	$-6,131
2020	$408,683	$507,375	$7,806,528	$-98,692
2019	$314,462	$576,065	$7,971,373	$-261,603
2018	$276,294	$686,687	$8,092,754	$-410,393

ALUMNI ASSOCIATION CALIFORNIA INSTITUTE OF TECHNOLOGY