Casss FY2020 filing

Not tax-deductible

Sacramento, CA501(c)(6)Since 1983Mutual / membership EIN 77-0048350Revenue $4.4M in FY2020

On file with the IRScasss.org1111 Exposition Blvd Ste 100, 95815-4338 · Sacramento, CATax-exempt since Jan 1985

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Casss sponsors international symposia for scientists in the biotechnology, pharmaceutical and academic arenas. Furthermore, Casss provides educational, employment, and networking opportunities for its current members.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$613K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $114K a year · 3% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$613K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $3.3M in investments, Pt X · Ln 11–13
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$847K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.4M
Spent
$3.9M
Net assets
$3.8M
By yearFY2020–FY2025
Revenue
$4.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$4.4M
FY2021$2.5M
FY2022$3.2M
FY2023$5.2M
FY2024$4.7M
FY2025$5.0M
Expenses
$3.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$3.9M
FY2021$2.3M
FY2022$3.7M
FY2023$5.4M
FY2024$5.0M
FY2025$5.4M
Net assets
$3.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.8M
FY2021$4.3M
FY2022$3.3M
FY2023$3.2M
FY2024$3.1M
FY2025$2.9M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

17 people listed on the 990; $613K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$194,628Pt VII · Sec A
$150,933Pt VII · Sec A
$136,735Pt VII · Sec A
Employee
$130,596Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Dave Bergeson$255,546—————
Stephanie Flores——$192,678$195,636$200,707$194,628
Karen Bertani——$149,000$161,907$162,328$150,933
Renee Olson$157,071——$118,413$141,597$130,596
Catherine Stewart——$139,965$146,105$146,070$136,735
Anne Ornelas—$132,624$116,400$121,282$120,389—
Mikaela Sanford$128,607—————
Catherine Stewart Thru 1023—$125,595————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects experts to solve biopharmaceutical development challenges.

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Provided by the organization

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3 programs · in their own filed words · FY2019
01

The organization maintains a web site for its members that providesinformation regarding latest trends and best practices in the field ofbiopharmaceutical development and regulation, upcoming scientificevents and association news.

Pt IX · col B
02

Scientific conferences and meetings are designed and coordinated for industry and regulatory professionals, academic researchers and students to discuss and disseminate valuable technical data related to biopharmaceutical development and regulation.

Pt IX · col B
03

For PHD candidates and post-doctoral students, the society sponsors travel grants to attend and present their research work at the society's scientific conferences, and provides fellowships for innovative research opportunities.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 9 grants · $66K · 2019–2024
Unitemized GrantFY2024$5,458
Unitemized GrantFY2024$2,082
Unitemized GrantFY2023$18,851
Unitemized GrantFY2022$9,561
Hplc INCMI · FY2021$7,500
International Pharmaceutical Quality PublicationsFY2020$10,000
Unitemized GrantFY2019$8,700
Unitemized GrantFY2019$2,928
Unitemized GrantFY2019$500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$4.4M
Ln 12
Fees for servicesLn 2g$4.2M
Investment incomeLn 3$181K
Money outPt IX
$3.9M
Ln 25
Owns and owesPt X
$3.8M
net assets · Ln 32
Cash and savingsLn 1–2$758K
Total assetsLn 16$4.6M
LiabilitiesLn 26$847K
PeoplePt VI, VII
17
listed · VII A
PaidVII A4
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$4.2M
Investment incomeLn 3$181K
Gains on assetsLn 7$35K
Total revenueLn 12$4.4M
Assets in detailPt X, end of year
CashLn 1$456K
SavingsLn 2$302K
Cash and savings togetherLn 1–2$758K
InvestmentsLn 11–13$3.3M
Land, buildings, equipmentLn 10c$35K
Other assetsLn 15$4K
Total assetsLn 16$4.6M
LiabilitiesLn 26$847K
Net assetsLn 32$3.8M
OperationsPt I, VI
EmployeesI 512
VolunteersI 6180
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$791K$758K
InvestmentsLn 11–13$3.0M$3.3M
Land, buildings, equipmentLn 10c$10K$35K
Total assetsLn 16$4.2M$4.6M
LiabilitiesLn 26$914K$847K
Net assetsLn 32$3.3M$3.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$12K
Grants and assistance to foreign recipientsLn 3$6K
Pay of current officers, directors and key staffLn 5$206K
Other salaries and wagesLn 7$812K
Pension plan contributionsLn 8$38K
Other employee benefitsLn 9$71K
Payroll taxesLn 10$74K
Legal feesLn 11b$14K
Accounting feesLn 11c$23K
Investment management feesLn 11f$21K
Other fees for servicesLn 11g$4K
Advertising and promotionLn 12$89K
Office expensesLn 13$46K
Information technologyLn 14$90K
OccupancyLn 16$53K
TravelLn 17$19K
Travel and entertainment for public officialsLn 18$5K
Conferences, conventions and meetingsLn 19$2.2M
Depreciation, depletion and amortizationLn 22$11K
InsuranceLn 23$16K
Other expenses (24a–d)Ln 24$37K
Total functional expensesLn 25$3.9M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.0M$5.4M−$388K$2.9M 990 PDF
FY2024 $4.7M$5.0M−$284K$3.1M 990 PDF
FY2023 $5.2M$5.4M−$199K$3.2M 990 PDF
FY2022 $3.2M$3.7M−$497K$3.3M 990 PDF
FY2021 $2.5M$2.3M$175K$4.3M 990 PDF
FY2020 Viewing $4.4M$3.9M$512K$3.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $4,378,740 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $4,700,905$4,197,379
I-10 Investment incomePrior year $129,450$181,361
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $4,830,355$4,378,740
I-13 Grants and similar amounts paidPrior year $39,788$17,960
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,001,889$1,202,240
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,768,481$2,646,319
I-18 Total expensesPrior year $4,810,158$3,866,519
I-19 Revenue less expensesPrior year $20,197$512,221
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,378,740 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,184,879 · Unrelated business $12,500$4,197,379
VIII-3 Investment incomeExcluded from tax $146,627$146,627
VIII-7 Net gain or loss on sales of assetsExcluded from tax $34,734$34,734
VIII-12 Total revenueRelated to mission $4,184,879 · Unrelated business $12,500 · Excluded from tax $181,361$4,378,740
Part IX · Statement of functional expenses $3,866,519 across 21 lines filed
IX-2 Grants to domestic individuals$12,128
IX-3 Grants and assistance to foreign recipients$5,832
IX-5 Pay of current officers, directors and key staff$205,959
IX-7 Other salaries and wages$812,253
IX-8 Pension plan contributions$38,406
IX-9 Other employee benefits$71,390
IX-10 Payroll taxes$74,232
IX-11b Legal fees$14,452
IX-11c Accounting fees$23,265
IX-11f Investment management fees$21,358
IX-11g Other fees for services$3,998
IX-12 Advertising and promotion$89,333
IX-13 Office expenses$46,017
IX-14 Information technology$89,580
IX-16 Occupancy$53,281
IX-17 Travel$18,542
IX-18 Travel and entertainment for public officials$4,540
IX-19 Conferences, conventions and meetings$2,218,716
IX-22 Depreciation, depletion and amortization$10,880
IX-23 Insurance$15,542
IX-24 Other expenses (24a–d)$36,815
IX-25 Total functional expenses$3,866,519
Part X · Balance sheet $4,610,073 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $393,931$455,728
X-2 Savings and temporary cash investmentsStart of year $397,187$302,363
X-4 Accounts receivableStart of year $240,000$392,089
X-9 Prepaid expenses and deferred chargesStart of year $123,470$170,470
X-10c Land, buildings and equipment, netStart of year $10,393$35,202
X-11 Publicly traded securitiesStart of year $3,038,177$3,250,273
X-15 Other assetsStart of year $3,948$3,948
X-16 Total assetsStart of year $4,207,106$4,610,073
X-17 Accounts payable and accrued expensesStart of year $466,212$425,509
X-19 Deferred revenueStart of year $447,905$421,769
X-26 Total liabilitiesStart of year $914,117$847,278
X-27 Net assets without donor restrictionsStart of year $3,292,989$3,762,795
X-32 Total net assets or fund balancesStart of year $3,292,989$3,762,795
X-33 Total liabilities and net assetsStart of year $4,207,106$4,610,073
Part XI · Reconciliation of net assets $3,762,795 net assets at year end
XI-1 Total revenue$4,378,740
XI-2 Total expenses$3,866,519
XI-3 Revenue less expenses$512,221
XI-4 Net assets at start of year$3,292,989
XI-5 Net unrealized gains (losses) on investments−$42,415
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,762,795

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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