Civic Intelligence

Council for Advancement and Support of Education District I

EIN 52-1136318 • 501(c)3 • Washington, DC

Profile

The 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 No 1000Washington, DC 20005

www.casei.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

61st percentile

0.00x

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

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

Net Margin

11th percentile

-78%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

14th percentile

-57%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $791,530 (-100%) from 2019

Liabilities

Down

$0

Down $84,366 (-100%) from 2019

Net Assets

Down

$0

Down $707,164 (-100%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin11th percentile

Revenue

Down

$213,054

Down $287,801 (-57%) from 2019

Expenses

Down

$378,859

Down $223,846 (-37%) from 2019

Net Income

Down

-$165,805

Down $63,955 (-63%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$1.0M$500K$0Assets 2010: $640,495Liabilities 2010: $4,880Net Assets 2010: $635,6152010Assets 2011: $838,069Liabilities 2011: $7,756Net Assets 2011: $830,3132011Assets 2012: $739,207Liabilities 2012: $1,082Net Assets 2012: $738,1252012Assets 2013: $903,925Liabilities 2013: $27,695Net Assets 2013: $876,2302013Assets 2014: $968,321Liabilities 2014: $1,706Net Assets 2014: $966,6152014Assets 2015: $896,192Liabilities 2015: $940Net Assets 2015: $895,2522015Assets 2016: $812,195Liabilities 2016: $2,576Net Assets 2016: $809,6192016Assets 2017: $837,002Liabilities 2017: $8,084Net Assets 2017: $828,9182017Assets 2018: $801,438Liabilities 2018: $3,108Net Assets 2018: $798,3302018Assets 2019: $791,530Liabilities 2019: $84,366Net Assets 2019: $707,1642019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

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

Operations Trend

Revenue Growth14th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $359,032Expenses 2010: $301,733Net Income 2010: $57,2992010Expenses 2011: $342,2082011Expenses 2012: $434,3782012Expenses 2013: $416,0002013Revenue 2014: $550,630Expenses 2014: $514,002Net Income 2014: $36,6282014Revenue 2015: $580,226Expenses 2015: $610,857Net Income 2015: -$30,6312015Revenue 2016: $505,914Expenses 2016: $591,547Net Income 2016: -$85,6332016Revenue 2017: $524,743Expenses 2017: $562,128Net Income 2017: -$37,3852017Revenue 2018: $535,522Expenses 2018: $562,253Net Income 2018: -$26,7312018Revenue 2019: $500,855Expenses 2019: $602,705Net Income 2019: -$101,8502019Revenue 2020: $213,054Expenses 2020: $378,859Net Income 2020: -$165,8052020

Highlighted filing

2020

Revenue$213,054
Expenses$378,859
Net Income-$165,805
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
$213,054
Expenses
$378,859
Net income
-$165,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.13$3.79$1.66
2019Detailed filing. Detailed filing data is available for this year.$7.92$0.84$7.07$5.01$6.03$1.02
2018Detailed filing. Detailed filing data is available for this year.$8.01$0.03$7.98$5.36$5.62$0.27
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.08$8.29$5.25$5.62$0.37
2016Detailed filing. Detailed filing data is available for this year.$8.12$0.03$8.10$5.06$5.92$0.86
2015Detailed filing. Detailed filing data is available for this year.$8.96$0.01$8.95$5.80$6.11$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.68$0.02$9.67$5.51$5.14$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.04$0.28$8.76$4.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.39$0.01$7.38$4.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.08$8.30$3.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$0.05$6.36$3.59$3.02$0.57
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
$213,054
Mission and Program Overview

Mission

The 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 to 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$698,512$0▼ $698,512
Accounts Receivable$47,294$0▼ $47,294
Cash and Non-Interest-Bearing Accounts$42,865$0▼ $42,865
Prepaid Expenses and Deferred Charges$2,859$0▼ $2,859
Savings and Temporary Cash Investments-$0-
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-
Total Assets$791,530$0▼ $791,530
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$84,366$0▼ $84,366
Total Liabilities$84,366$0▼ $84,366
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$707,164$0▼ $707,164
Total Net Assets Fund Balance$707,164$0▼ $707,164
Total Liabilities and Net Assets / Fund Balance$791,530$0▼ $791,530
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Beth CahillChair
Montique Cotton KellyChair-elect
Gilbert TordjmanImmediate Past Chair
Jackie NowellVice-chair
Jennifer HammondVice-chair
Michael J StenkoVice-chair
Michelle R DavisVice-chair
Alan RyeaDirector
Ann C RhoDirector
Brad SkogDirector
Carla ZottoliDirector
Carly Kite LapinskiDirector
Carole Allen ScannellDirector
Christina a ToroDirector
Christine M PinaDirector
Jennifer RichardDirector
Kevin FlemingDirector
Kevin WesleyDirector
Linnell BickfordDirector
Ryan BersaniDirector
Stefanie StevensDirector
Tammie L RudaDirector
Christine TempestaTrustee
Clare MccullySecretary
Lesley PrattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$170,992
Investment Income
$42,062
Other Revenue
$0
Change in Net Assets
$-165,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,699
Grants and Similar Amounts Paid$19,160
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$122,083$6,593-$128,676
Fees for Services Other-$65,613-$65,613
Other Expenses$2,790$32,046-$34,836
Grants to Domestic Individuals$19,160--$19,160
Office Expenses$3,449$2,070-$5,519
Fees for Service Investment Mgmnt Fees-$4,946-$4,946
Insurance-$2,191-$2,191
Information Technology-$713-$713
Total Functional Expenses$264,687$114,172$0$378,859
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
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 in 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
52-1136318
Phone
2023282273
Address
1307 NEW YORK AVENUE NO 1000, WASHINGTON, DC 20005

Signing Officer

Name
Diane Young
Title
Chief Financial Officer
Phone
2023282273
Signed
2021-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Young
Formed
1974
Legal Domicile
Dc
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
325

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 IX, Line 11G

“Consultant services: program service expenses 0. Management and general expenses 65,613. Fundraising expenses 0. Total expenses 65,613.”

FORM 990, PART XI, LINE 9:

“Transfer of net assets due to dissolution -472,769. Exchange gain 16.”

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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/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
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