Civic Intelligence

Alumni Assoc Ca Institute of Technology

EIN 95-6047395 • 501(c)3 • Pasadena, CA

Profile

Engage, connect and celebrate graduates of the california institute of technology through communicatons, programs, and volunteerism.

Mc 1-97 1200 E California BlvdPasadena, CA 91125

www.alumni.caltech.edu

Siviq Scores

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

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.16x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

31st percentile

-1.5%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

65%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$8,325,587

Down $125,655 (-1.5%) from 2024

Liabilities

Down

$194,474

Down $11,763 (-5.7%) from 2024

Net Assets

Down

$8,131,113

Down $113,892 (-1.4%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin63rd percentile

Revenue

Up

$1,184,206

Up $466,703 (+65%) from 2024

Expenses

Up

$1,053,033

Up $219,883 (+26%) from 2024

Net Income

Up

$131,173

Up $246,820 (+213%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$10M$5.0M$0Assets 2011: $6,511,000Liabilities 2011: $56,146Net Assets 2011: $6,454,8542011Assets 2012: $7,034,877Liabilities 2012: $49,026Net Assets 2012: $6,985,8512012Assets 2013: $7,432,870Liabilities 2013: $43,418Net Assets 2013: $7,389,4522013Assets 2014: $7,690,415Liabilities 2014: $39,117Net Assets 2014: $7,651,2982014Assets 2015: $7,310,882Liabilities 2015: $63,008Net Assets 2015: $7,247,8742015Assets 2016: $7,354,248Liabilities 2016: $52,249Net Assets 2016: $7,301,9992016Assets 2017: $7,838,357Liabilities 2017: $23,617Net Assets 2017: $7,814,7402017Assets 2018: $8,092,754Liabilities 2018: $32,948Net Assets 2018: $8,059,8062018Assets 2019: $7,971,373Liabilities 2019: $16,510Net Assets 2019: $7,954,8632019Assets 2020: $7,806,528Liabilities 2020: $323,828Net Assets 2020: $7,482,7002020Assets 2021: $9,707,522Liabilities 2021: $257,436Net Assets 2021: $9,450,0862021Assets 2022: $8,322,864Liabilities 2022: $261,384Net Assets 2022: $8,061,4802022Assets 2023: $8,243,919Liabilities 2023: $310,147Net Assets 2023: $7,933,7722023Assets 2024: $8,451,242Liabilities 2024: $206,237Net Assets 2024: $8,245,0052024Assets 2025: $8,325,587Liabilities 2025: $194,474Net Assets 2025: $8,131,1132025

Highlighted filing

2025

Assets$8,325,587
Liabilities$194,474
Net Assets$8,131,113
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $248,848Expenses 2011: $462,532Net Income 2011: -$213,6842011Revenue 2012: $317,423Expenses 2012: $618,331Net Income 2012: -$300,9082012Revenue 2013: $261,741Expenses 2013: $511,519Net Income 2013: -$249,7782013Revenue 2014: $277,671Expenses 2014: $624,112Net Income 2014: -$346,4412014Revenue 2015: $243,003Expenses 2015: $458,877Net Income 2015: -$215,8742015Revenue 2016: $299,070Expenses 2016: $623,315Net Income 2016: -$324,2452016Revenue 2017: $355,069Expenses 2017: $743,263Net Income 2017: -$388,1942017Revenue 2018: $276,294Expenses 2018: $686,687Net Income 2018: -$410,3932018Revenue 2019: $314,462Expenses 2019: $576,065Net Income 2019: -$261,6032019Revenue 2020: $408,683Expenses 2020: $507,375Net Income 2020: -$98,6922020Revenue 2021: $447,023Expenses 2021: $453,154Net Income 2021: -$6,1312021Revenue 2022: $898,924Expenses 2022: $827,553Net Income 2022: $71,3712022Revenue 2023: $1,108,640Expenses 2023: $1,030,901Net Income 2023: $77,7392023Revenue 2024: $717,503Expenses 2024: $833,150Net Income 2024: -$115,6472024Revenue 2025: $1,184,206Expenses 2025: $1,053,033Net Income 2025: $131,1732025

Highlighted filing

2025

Revenue$1,184,206
Expenses$1,053,033
Net Income$131,173
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,325,587
Liabilities
$194,474
Net assets
$8,131,113
Revenue
$1,184,206
Expenses
$1,053,033
Net income
$131,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.33$0.19$8.13$1.18$1.05$0.13
2024Detailed filing. Detailed filing data is available for this year.$8.45$0.21$8.25$0.72$0.83$0.12
2023Detailed filing. Detailed filing data is available for this year.$8.24$0.31$7.93$1.11$1.03$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.32$0.26$8.06$0.90$0.83$0.07
2021Detailed filing. Detailed filing data is available for this year.$9.71$0.26$9.45$0.45$0.45$0.01
2020Detailed filing. Detailed filing data is available for this year.$7.81$0.32$7.48$0.41$0.51$0.10
2019Detailed filing. Detailed filing data is available for this year.$7.97$0.02$7.95$0.31$0.58$0.26
2018Detailed filing. Detailed filing data is available for this year.$8.09$0.03$8.06$0.28$0.69$0.41
2017Detailed filing. Detailed filing data is available for this year.$7.84$0.02$7.81$0.36$0.74$0.39
2016Detailed filing. Detailed filing data is available for this year.$7.35$0.05$7.30$0.30$0.62$0.32
2015Detailed filing. Detailed filing data is available for this year.$7.31$0.06$7.25$0.24$0.46$0.22
2014Summary only. Only limited summary data is available for this year.$7.69$0.04$7.65$0.28$0.62$0.35
2013Summary only. Only limited summary data is available for this year.$7.43$0.04$7.39$0.26$0.51$0.25
2012Summary only. Only limited summary data is available for this year.$7.03$0.05$6.99$0.32$0.62$0.30
2011Summary only. Only limited summary data is available for this year.$6.51$0.06$6.45$0.25$0.46$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 31, 2025
Return Version
2024v5.0
Gross Receipts
$1,184,206
Mission and Program Overview

Mission

Engage, connect and celebrate graduates of the california institute of technology through comunicatons, programs, and volunteerism.

Engage, connect, and celebrate graduates of the california institute of technology through communications, programs, and volunteerism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,280,857$8,035,794▼ $245,063
Savings and Temporary Cash Investments$533$206,823▲ $206,290
Cash and Non-Interest-Bearing Accounts$111,316$45,329▼ $65,987
Accounts Receivable$24,282--
Land, Buildings, and Equipment, Net$28,709$20,291▼ $8,418
Prepaid Expenses and Deferred Charges$4,049$17,350▲ $13,301
Total Assets$8,451,242$8,325,587▼ $125,655
Other Assets Total$1,496--
Liabilities
Accounts Payable and Accrued Expenses$38,319$121,784▲ $83,465
Other Liabilities$167,918$72,690▼ $95,228
Total Liabilities$206,237$194,474▼ $11,763
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,245,005$8,131,113▼ $113,892
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$8,245,005$8,131,113▼ $113,892
Total Liabilities and Net Assets / Fund Balance$8,451,242$8,325,587▼ $125,655

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,291$70,854$91,145
Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Other Securities$8,035,794--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Dan LieblingChair Fy25/26 Chair Fy24/25
Frederic CaldwellVice Chair Fy25/26 Vice Chair Fy24/25
Miral Kim-eVice Chair Fy25/26 Vice Chair Fy24/25
Tara Gomez-hamptonVice Chair Fy25/26 Vice Chair Fy24/25
Angela PooleBoard Member Fy24/25
Carly RobisonBoard Member Fy24/25
Jennifer LeeBoard Member Fy24/25
Kevin NoertkerBoard Member Fy24/25
Daina PaulikasBoard Member Fy25/26
David PeisnerBoard Member Fy25/26
Ken DiestBoard Member Fy25/26
Nate ThomasBoard Member Fy25/26
Sk SharmaBoard Member Fy25/26
Amanda CashinBoard Member Fy25/26 Fy24/25
David ChavezBoard Member Fy25/26 Fy24/25
Edgardo Garcia BarriosBoard Member Fy25/26 Fy24/25
Elizabeth StameshkinBoard Member Fy25/26 Fy24/25
Evan TsangBoard Member Fy25/26 Fy24/25
Jasmine SearsBoard Member Fy25/26 Fy24/25
Jay TurnerBoard Member Fy25/26 Fy24/25
John Abbott IiiBoard Member Fy25/26 Fy24/25
Rebecca MiserendinoBoard Member Fy25/26 Fy24/25
Zachary RivkinBoard Member Fy25/26 Fy24/25
Mario PerazaCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$184,060
Program Service Revenue
$124,210
Investment Income
$875,936
Other Revenue
$0
All Other Contributions
$184,060
Change in Net Assets
$131,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,053,033
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$379,590$900-$380,490
Travel$229,870$2,936-$232,806
Fees for Services Legal-$217,910-$217,910
Occupancy$29,351$741-$30,092
Fees for Services Accounting-$20,468-$20,468
Depreciation Depletion-$9,913-$9,913
All Other Expenses$7,931--$7,931
Office Expenses$6,585$5-$6,590
Insurance-$5,990-$5,990
Advertising$3,478--$3,478
Conferences and Meetings$700$60-$760
Other Expenses$0$400$0$400
Total Functional Expenses$778,400$274,633$0$1,053,033
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other$72,690
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

“The board of directors has given the authority to review, approve and sign the form 990, 199 and rrf1 to the ceo.”

Form 990, Part VI, Section C, Line 19

“Financial and governing documents are available upon reasonable request.the from 990 can be accessed via irs.gov and guidestar.org”

Filing and Contact Details

Filer

Filer Name
Alumni Association California Institute of Technology
EIN
95-6047395
Phone
6263956592
Address
MC 1-97 1200 E CALIFORNIA BLVD, PASADENA, CA 91125

Signing Officer

Name
Mario Peraza
Title
CEO
Phone
6263956592
Signed
2025-12-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mario Peraza
Formed
1935
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
24

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“General contractors and consultants”

Form 990, Part XI, Line 9

“FIDUCIARY FUNDS.”

Raw XML AppendixShowing 400 of 622 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR FY25/26 CHAIR FY24/25
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR FY25/26 VICE CHAIR FY24/25
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