ALUMNI ASSOCIATION CALIFORNIA INSTITUTE OF TECHNOLOGY

EIN: 956047395 501(c)(3) Education

PASADENA, CA

Total Revenue
$1,184,206
Total Expenses
$1,053,033
Total Assets
$8,325,587
Net Assets
$8,131,113
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1935
Legal Domicile
CA
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 COMMUNICATIONS, PROGRAMS, AND VOLUNTEERISM.

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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%)

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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

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Governance

Voting Members
23
Independent Members
23
Employees
N/A
Volunteers
24

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
5
$0
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
0
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
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