Civic Intelligence

Council for Advancement and Support of Education District III

EIN 52-1135745 • 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 education(case) in its mission of providing training programs, products, and services in the area of alumni relations, communications, and philanthropy.

1307 New York Avenue NW No 1000Washington, DC 20005

www.case3.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

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

30th percentile

-4.8%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-10%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $841,823 (-100%) from 2019

Liabilities

Down

$0

Down $24,252 (-100%) from 2019

Net Assets

Down

$0

Down $817,571 (-100%) from 2019

Operations
Liabilities / Revenue35th percentileNet Margin30th percentile

Revenue

Down

$738,842

Down $84,067 (-10%) from 2019

Expenses

Down

$774,343

Down $79,891 (-9.4%) from 2019

Net Income

Down

-$35,501

Down $4,176 (-13%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.0M$500K$0Assets 2010: $322,336Liabilities 2010: $379Net Assets 2010: $321,9572010Assets 2011: $436,308Liabilities 2011: $38,278Net Assets 2011: $398,0302011Assets 2012: $474,573Liabilities 2012: $17,396Net Assets 2012: $457,1772012Assets 2013: $561,106Liabilities 2013: $1,213Net Assets 2013: $559,8932013Assets 2014: $664,023Liabilities 2014: $17,203Net Assets 2014: $646,8202014Assets 2015: $673,192Liabilities 2015: $4,183Net Assets 2015: $669,0092015Assets 2016: $627,974Liabilities 2016: $6,549Net Assets 2016: $621,4252016Assets 2017: $714,722Liabilities 2017: $22,574Net Assets 2017: $692,1482017Assets 2018: $854,051Liabilities 2018: $14,512Net Assets 2018: $839,5392018Assets 2019: $841,823Liabilities 2019: $24,252Net Assets 2019: $817,5712019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

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

Operations Trend

Revenue Growth26th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $345,942Expenses 2010: $352,403Net Income 2010: -$6,4612010Expenses 2011: $410,9762011Revenue 2012: $508,180Expenses 2012: $438,812Net Income 2012: $69,3682012Revenue 2013: $590,739Expenses 2013: $478,906Net Income 2013: $111,8332013Revenue 2014: $566,845Expenses 2014: $479,512Net Income 2014: $87,3332014Revenue 2015: $529,166Expenses 2015: $506,977Net Income 2015: $22,1892015Revenue 2016: $684,853Expenses 2016: $695,550Net Income 2016: -$10,6972016Revenue 2017: $653,498Expenses 2017: $622,508Net Income 2017: $30,9902017Revenue 2018: $798,827Expenses 2018: $646,934Net Income 2018: $151,8932018Revenue 2019: $822,909Expenses 2019: $854,234Net Income 2019: -$31,3252019Revenue 2020: $738,842Expenses 2020: $774,343Net Income 2020: -$35,5012020

Highlighted filing

2020

Revenue$738,842
Expenses$774,343
Net Income-$35,501
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$738,842
Expenses
$774,343
Net income
-$35,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.39$7.74$0.36
2019Detailed filing. Detailed filing data is available for this year.$8.42$0.24$8.18$8.23$8.54$0.31
2018Detailed filing. Detailed filing data is available for this year.$8.54$0.15$8.40$7.99$6.47$1.52
2017Detailed filing. Detailed filing data is available for this year.$7.15$0.23$6.92$6.53$6.23$0.31
2016Detailed filing. Detailed filing data is available for this year.$6.28$0.07$6.21$6.85$6.96$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.73$0.04$6.69$5.29$5.07$0.22
2014Detailed filing. Detailed filing data is available for this year.$6.64$0.17$6.47$5.67$4.80$0.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.61$0.01$5.60$5.91$4.79$1.12
2012Summary only. Only limited summary data is available for this year.$4.75$0.17$4.57$5.08$4.39$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.38$3.98$4.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$3.46$3.52$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 22, 2021
Return Version
2019v5.2
Gross Receipts
$738,842
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 education (case) in its mission of providing training programs, products, and services in the area of alumni relations, communications, and philanthropy.

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$668,403$0▼ $668,403
Savings and Temporary Cash Investments$169,344$0▼ $169,344
Accounts Receivable$3,976$0▼ $3,976
Cash and Non-Interest-Bearing Accounts$100$0▼ $100
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$841,823$0▼ $841,823
Other Assets Total-$0-
Liabilities
Deferred Revenue$19,962$0▼ $19,962
Accounts Payable and Accrued Expenses$4,290$0▼ $4,290
Total Liabilities$24,252$0▼ $24,252
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$817,571$0▼ $817,571
Total Net Assets Fund Balance$817,571$0▼ $817,571
Total Liabilities and Net Assets / Fund Balance$841,823$0▼ $841,823
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Wm Christopher ClarkeChair
Lindsey FieldChair Elect
Tina KauffmannTrustee
Amanda TrabueMember at Large
Brian HardyMember at Large
Cassandra GriggsMember at Large
Chris TheriotMember at Large
Colleen BourdeauMember at Large
Deborah FontaineMember at Large
Dwight DozierMember at Large
Jannette AdamsMember at Large
Jennifer BrostMember at Large
Jodi StameyMember at Large
John DowdMember at Large
John SmithMember at Large
Josh HawkinsMember at Large
Joycelyn MahoneMember at Large
Julie RicciardiMember at Large
Kendall RunyanMember at Large
Kristopher PhillipsMember at Large
Latasia PriestMember at Large
Liz BallMember at Large
Lori BuckheisterMember at Large
Melanie JonesMember at Large
Rhonda MintonMember at Large
Vicky MedlockMember at Large
Erica ArroyoSecretary
Harriet LairdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$693,472
Investment Income
$44,381
Other Revenue
$989
Change in Net Assets
$-35,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$763,721
Grants and Similar Amounts Paid$10,622
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$523,101$41,234-$564,335
Travel$10,835$62,994-$73,829
Other Expenses$39,347$26,052-$39,347
Office Expenses$32,453--$32,453
Grants to Domestic Individuals$10,622--$10,622
Insurance-$1,453-$1,453
Fees for Service Investment Mgmnt Fees-$1,277-$1,277
Total Functional Expenses$641,333$133,010$0$774,343
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$570
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
52-1135745
Phone
2024785637
Address
1307 NEW YORK AVENUE NW NO 1000, WASHINGTON, DC 20005

Signing Officer

Name
Diane Young
Title
Chief Financial Officer
Phone
2024785637
Signed
2021-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Young
Formed
1974
Legal Domicile
Dc
Voting Board Members
28
Independent Board Members
28
Employees
0
Volunteers
95

Preparer

Firm
Rsm US Llp
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Elizabeth W Heller
Phone
2022932200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Exchange gain 17. Transfer of net assets due to dissolution -668,048.”

Raw XML AppendixShowing 400 of 615 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt25MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt26MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt27MEMBER AT LARGE
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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 EDUCATION (CASE) IN ITS MISSION OF PROVIDING TRAINING PROGRAMS, PRODUCTS, AND SERVICES IN THE AREA OF ALUMNI RELATIONS, COMMUNICATIONS, AND PHILANTHROPY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0CASE DISTRICT III PROVIDES FELLOWSHIPS TO MINORITY PROFESSIONALS IN THE FIELD OF INSTITUTIONAL ADVANCEMENT. AWARDEES EXPERIENCE A SIX-TO-NINE MONTH "HANDS ON" WORK EXPERIENCE AT A PARTNER COLLEGE, UNIVERSITY, OR INDEPENDENT SCHOOL. THE TYPICAL CANDIDATE HAS THREE YEARS OF PROFESSIONAL EXPERIENCE, EITHER IN EDUCATIONAL SETTINGS (OTHER THAN THE ADVANCEMENT FIELD) OR IN BUSINESS SETTINGS.
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