Civic Intelligence

Council for Advancement and Support Of

EIN 52-1135741 • 501(c)3 • Washington, DC

Profile

See schedule othe purposes of case are to develop and foster sound relationships between member educational institutions and their constituencies; to provide training programs, products and services in the areas of alumni relations, communications, and philanthropy; to promote diversity within these professions; and to provide a strong force for the advancement and support of education worldwide.

1307 New York Avenue No 1000Washington, DC 20005

www.casefive.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-5.1%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

1.8%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $808,910 (-100%) from 2019

Liabilities

Down

$0

Down $20,515 (-100%) from 2019

Net Assets

Down

$0

Down $788,395 (-100%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin36th percentile

Revenue

Up

$496,351

Up $8,867 (+1.8%) from 2019

Expenses

Down

$521,497

Down $55,395 (-9.6%) from 2019

Net Income

Up

-$25,146

Up $64,262 (+72%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $820,283Liabilities 2010: $17,304Net Assets 2010: $802,9792010Assets 2011: $1,017,661Liabilities 2011: $2,720Net Assets 2011: $1,014,9412011Assets 2012: $1,009,281Liabilities 2012: $2,395Net Assets 2012: $1,006,8862012Assets 2013: $1,146,024Liabilities 2013: $14,171Net Assets 2013: $1,131,8532013Assets 2014: $1,219,908Liabilities 2014: $31,343Net Assets 2014: $1,188,5652014Assets 2015: $1,132,538Liabilities 2015: $20,596Net Assets 2015: $1,111,9422015Assets 2016: $1,099,027Liabilities 2016: $35,821Net Assets 2016: $1,063,2062016Assets 2017: $1,139,680Liabilities 2017: $31,067Net Assets 2017: $1,108,6132017Assets 2018: $956,072Liabilities 2018: $91,404Net Assets 2018: $864,6682018Assets 2019: $808,910Liabilities 2019: $20,515Net Assets 2019: $788,3952019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $352,215Expenses 2010: $332,341Net Income 2010: $19,8742010Expenses 2011: $357,8342011Expenses 2012: $417,6432012Expenses 2013: $375,9702013Revenue 2014: $576,665Expenses 2014: $539,325Net Income 2014: $37,3402014Revenue 2015: $502,676Expenses 2015: $579,299Net Income 2015: -$76,6232015Revenue 2016: $489,174Expenses 2016: $537,910Net Income 2016: -$48,7362016Revenue 2017: $465,878Expenses 2017: $495,979Net Income 2017: -$30,1012017Revenue 2018: $479,925Expenses 2018: $718,998Net Income 2018: -$239,0732018Revenue 2019: $487,484Expenses 2019: $576,892Net Income 2019: -$89,4082019Revenue 2020: $496,351Expenses 2020: $521,497Net Income 2020: -$25,1462020

Highlighted filing

2020

Revenue$496,351
Expenses$521,497
Net Income-$25,146
Open 2020 Filing

Filings

Most recent year

2020 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$496,351
Expenses
$521,497
Net income
-$25,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.50$0.52$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.02$0.79$0.49$0.58$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.09$0.86$0.48$0.72$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.03$1.11$0.47$0.50$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.04$1.06$0.49$0.54$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.11$0.50$0.58$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.19$0.58$0.54$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.01$1.13$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.01$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.02$0.80$0.35$0.33$0.02
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 5, 2020
Return Version
2018v3.1
Gross Receipts
$730,219
Mission and Program Overview

Mission

See schedule othe purposes of case are to develop and foster sound relationships between member educational institutions and their constituencies; to provide training programs, products and services in the areas of alumni relations, communications, and philanthropy; to promote diversity within these professions; and to provide a strong force for the advancement and support of education worldwide.

The purpose of the case districts is to support the council for advancement and support of education (case) in its mission of providing training programs, products, and services in the areas of alumni relations, communications, and philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$917,596$748,037▼ $169,559
Accounts Receivable$1,106$45,321▲ $44,215
Cash and Non-Interest-Bearing Accounts$37,370$15,552▼ $21,818
Total Assets$956,072$808,910▼ $147,162
Liabilities
Accounts Payable and Accrued Expenses$89,514$15,392▼ $74,122
Deferred Revenue$1,890$5,123▲ $3,233
Total Liabilities$91,404$20,515▼ $70,889
Net Assets / Fund Balance
Unrestricted Net Assets$864,668$788,395▼ $76,273
Total Net Assets Fund Balance$864,668$788,395▼ $76,273
Total Liabilities and Net Assets / Fund Balance$956,072$808,910▼ $147,162
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
April NovotnyChair
Bradley BundyPast-chair
A Reginald BestBoard Member
Abbe ErnstesBoard Member
Abigail HopkinsBoard Member
Andrea SimpsonBoard Member
Bradley QuarbergBoard Member
Caryn SchultzBoard Member
Cassidy HemmBoard Member
Jeremy MishlerBoard Member
Jeri GabbertBoard Member
John DaltonBoard Member
Josh HarramanBoard Member
Justin GibsonBoard Member
Mark CooperBoard Member
Stephen BloomerBoard Member
Sue FrostBoard Member
Melanie HarmonDistrict V Trustee
Mark SeilerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$446,848
Investment Income
$40,636
Other Revenue
$0
Change in Net Assets
$-89,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$574,340
Grants and Similar Amounts Paid$2,552
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$416,623$89,088-$505,711
Office Expenses$15,479$11,673-$27,152
Information Technology$5,776--$5,776
Grants to Domestic Individuals$2,552--$2,552
Other Expenses$1,899$386-$2,285
Travel$1,633$622-$2,255
Fees for Service Investment Mgmnt Fees-$1,017-$1,017
Insurance$25--$25
Total Functional Expenses$446,070$130,822$0$576,892
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is provided to the board of directors at their annual meeting held each november.”

Form 990, Part VI, Section B, Line 12C

“A copy of the conflict of interest policy is provided annually to each member of the governing body as well as to all officers and key employees; each is reminded to review the policy and to report any conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, including the conflict of interest policy available for review, by written request to the public.”

Filing and Contact Details

Filer

Filer Name
Council for Advancement and Support of
EIN
52-1135741
Phone
2023282273
Address
1307 NEW YORK AVENUE NO 1000, WASHINGTON, DC 20005

Signing Officer

Name
Diane Young
Title
Chief Financial Officer
Phone
2023282273
Signed
2020-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Young
Formed
1975
Legal Domicile
Dc
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
35

Preparer

Firm
Rsm US Llp
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Elizabeth Heller
Phone
2022932200
Raw XML AppendixShowing 400 of 506 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt089514
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015392
IRS990/AccountsReceivableGrp/BOYAmt01106
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IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE CASE DISTRICTS IS TO SUPPORT THE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION (CASE) IN ITS MISSION OF PROVIDING TRAINING PROGRAMS, PRODUCTS, AND SERVICES IN THE AREAS OF ALUMNI RELATIONS, COMMUNICATIONS, AND PHILANTHROPY.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CASE
IRS990/BooksInCareOfDetail/PhoneNum02023282273
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01307 NEW YORK AVENUE NW SUITE 1000
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt089088
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0416623
IRS990/ConferencesMeetingsGrp/TotalAmt0505711
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02552
IRS990/CYInvestmentIncomeAmt040636
IRS990/CYOtherExpensesAmt0574340
IRS990/CYOtherRevenueAmt00
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IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DeferredRevenueGrp/BOYAmt01890
IRS990/DeferredRevenueGrp/EOYAmt05123
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRICT CONFERENCE - MEETINGS, SEMINARS, AND WORKSHOPS TO HEIGHTEN SKILLS AND AWARENESS IN TECHNIQUES AND DEVELOPMENTS AFFECTING FUNDRAISING IN SUPPORT OF HIGHER EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01017
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0APRIL NOVOTNY
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IRS990/Form990PartVIISectionAGrp/PersonNm2MARK SEILER
IRS990/Form990PartVIISectionAGrp/PersonNm3MELANIE HARMON
IRS990/Form990PartVIISectionAGrp/PersonNm4A REGINALD BEST
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHEN BLOOMER
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN DALTON
IRS990/Form990PartVIISectionAGrp/PersonNm8ABBE ERNSTES
IRS990/Form990PartVIISectionAGrp/PersonNm9SUE FROST
IRS990/Form990PartVIISectionAGrp/PersonNm10JERI GABBERT
IRS990/Form990PartVIISectionAGrp/PersonNm11JUSTIN GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm12JOSH HARRAMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13CASSIDY HEMM
IRS990/Form990PartVIISectionAGrp/PersonNm14ABIGAIL HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm15JEREMY MISHLER
IRS990/Form990PartVIISectionAGrp/PersonNm16CARYN SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm17ANDREA SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm18BRADLEY QUARBERG
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DISTRICT V TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02552
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt0730219
IRS990/GroupExemptionNum03139
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE OTHE PURPOSES OF CASE ARE TO DEVELOP AND FOSTER SOUND RELATIONSHIPS BETWEEN MEMBER EDUCATIONAL INSTITUTIONS AND THEIR CONSTITUENCIES; TO PROVIDE TRAINING PROGRAMS, PRODUCTS AND SERVICES IN THE AREAS OF ALUMNI RELATIONS, COMMUNICATIONS, AND PHILANTHROPY; TO PROMOTE DIVERSITY WITHIN THESE PROFESSIONS; AND TO PROVIDE A STRONG FORCE FOR THE ADVANCEMENT AND SUPPORT OF EDUCATION WORLDWIDE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNICATIONS - CASE V SERVES AS A RESOURCE FOR INSTITUTIONAL ADVANCEMENT PROFESSIONALS AROUND THE GREAT LAKES. OUR NEWSLETTER, ADVANCE, IS PUBLISHED QUARTERLY, AND IS MAILED TO MEMBERS AND POSTED ON THE WEB SITE. CASE V ALSO HAS INFORMATION FOR PROFESSIONAL DEVELOPMENT, AS WELL AS RESOURCES ABOUT THE PROFESSION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AT THEIR ANNUAL MEETING HELD EACH NOVEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AVAILABLE FOR REVIEW, BY WRITTEN REQUEST TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01307 NEW YORK AVENUE NW SUITE 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON

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