Civic Intelligence

Case Alumni Foundation

EIN 20-0401095 • 501(c)3 • Cleveland, OH

Profile

The case alumni foundation raises, receives and manages philanthropic support from alumni and friends for the advancement and benefit of the students, faculty and staff of the case school of engineering and mathematics and applied science programs of case western reserve university.

10900 Euclid Avenue 109Cleveland, OH 44106

www.casealumni.org

Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.37x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-78%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$90,597,550

Up $7,539,472 (+9.1%) from 2023

Liabilities

Down

$1,440,715

Down $422,254 (-23%) from 2023

Net Assets

Up

$89,156,835

Up $7,961,726 (+9.8%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin72nd percentile

Revenue

Down

$4,747,540

Down $253,363 (-5.1%) from 2023

Expenses

Up

$4,881,252

Up $656,484 (+16%) from 2023

Net Income

Down

-$133,712

Down $909,847 (-117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$100M$50M$0Assets 2010: $42,684,039Liabilities 2010: $2,285,431Net Assets 2010: $40,398,6082010Assets 2011: $49,553,223Liabilities 2011: $2,026,521Net Assets 2011: $47,526,7022011Assets 2012: $46,837,121Liabilities 2012: $1,899,557Net Assets 2012: $44,937,5642012Assets 2013: $48,934,487Liabilities 2013: $1,771,054Net Assets 2013: $47,163,4332013Assets 2014: $55,750,933Liabilities 2014: $1,738,303Net Assets 2014: $54,012,6302014Assets 2015: $59,872,081Liabilities 2015: $1,750,536Net Assets 2015: $58,121,5452015Assets 2016: $56,999,483Liabilities 2016: $1,612,696Net Assets 2016: $55,386,7872016Assets 2017: $64,916,475Liabilities 2017: $1,650,082Net Assets 2017: $63,266,3932017Assets 2018: $67,816,864Liabilities 2018: $1,609,476Net Assets 2018: $66,207,3882018Assets 2019: $68,507,405Liabilities 2019: $1,389,744Net Assets 2019: $67,117,6612019Assets 2020: $68,364,193Liabilities 2020: $2,162,407Net Assets 2020: $66,201,7862020Assets 2021: $87,181,565Liabilities 2021: $2,270,615Net Assets 2021: $84,910,9502021Assets 2022: $78,636,719Liabilities 2022: $2,396,018Net Assets 2022: $76,240,7012022Assets 2023: $83,058,078Liabilities 2023: $1,862,969Net Assets 2023: $81,195,1092023Assets 2024: $90,597,550Liabilities 2024: $1,440,715Net Assets 2024: $89,156,8352024

Highlighted filing

2024

Assets$90,597,550
Liabilities$1,440,715
Net Assets$89,156,835
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $2,461,1352010Expenses 2011: $1,228,3182011Expenses 2012: $1,018,5282012Expenses 2013: $3,363,7112013Revenue 2014: $1,355,982Expenses 2014: $908,998Net Income 2014: $446,9842014Revenue 2015: $7,597,286Expenses 2015: $2,075,545Net Income 2015: $5,521,7412015Revenue 2016: $4,547,501Expenses 2016: $4,104,053Net Income 2016: $443,4482016Revenue 2017: $4,129,058Expenses 2017: $4,147,808Net Income 2017: -$18,7502017Revenue 2018: $9,611,021Expenses 2018: $5,898,183Net Income 2018: $3,712,8382018Revenue 2019: $4,846,484Expenses 2019: $4,346,284Net Income 2019: $500,2002019Revenue 2020: $10,559,982Expenses 2020: $5,296,615Net Income 2020: $5,263,3672020Revenue 2021: $8,515,694Expenses 2021: $3,391,163Net Income 2021: $5,124,5312021Revenue 2022: $22,478,692Expenses 2022: $14,822,024Net Income 2022: $7,656,6682022Revenue 2023: $5,000,903Expenses 2023: $4,224,768Net Income 2023: $776,1352023Revenue 2024: $4,747,540Expenses 2024: $4,881,252Net Income 2024: -$133,7122024

Highlighted filing

2024

Revenue$4,747,540
Expenses$4,881,252
Net Income-$133,712
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,597,550
Liabilities
$1,440,715
Net assets
$89,156,835
Revenue
$4,747,540
Expenses
$4,881,252
Net income
-$133,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$90.6$1.44$89.2$4.75$4.88$0.13
2023Detailed filing. Detailed filing data is available for this year.$83.1$1.86$81.2$5.00$4.22$0.78
2022Detailed filing. Detailed filing data is available for this year.$78.6$2.40$76.2$22.5$14.8$7.66
2021Detailed filing. Detailed filing data is available for this year.$87.2$2.27$84.9$8.52$3.39$5.12
2020Detailed filing. Detailed filing data is available for this year.$68.4$2.16$66.2$10.6$5.30$5.26
2019Detailed filing. Detailed filing data is available for this year.$68.5$1.39$67.1$4.85$4.35$0.50
2018Detailed filing. Detailed filing data is available for this year.$67.8$1.61$66.2$9.61$5.90$3.71
2017Detailed filing. Detailed filing data is available for this year.$64.9$1.65$63.3$4.13$4.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$57.0$1.61$55.4$4.55$4.10$0.44
2015Detailed filing. Detailed filing data is available for this year.$59.9$1.75$58.1$7.60$2.08$5.52
2014Detailed filing. Detailed filing data is available for this year.$55.8$1.74$54.0$1.36$0.91$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.9$1.77$47.2$3.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.8$1.90$44.9$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.6$2.03$47.5$1.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.7$2.29$40.4$2.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$23,238,904
Mission and Program Overview

Mission

The case alumni foundation raises, receives and manages philanthropic support from alumni and friends for the advancement and benefit of the students, faculty and staff of the case school of engineering and mathematics and applied science programs of case western reserve university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$82,786,046$90,311,766▲ $7,525,720
Savings and Temporary Cash Investments$267,032$285,784▲ $18,752
Pledges and Grants Receivable$5,000--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$83,058,078$90,597,550▲ $7,539,472
Liabilities
Other Liabilities$1,862,969$1,440,715▼ $422,254
Total Liabilities$1,862,969$1,440,715▼ $422,254
Net Assets / Fund Balance
Net Assets With Donor Restrictions$75,759,668$83,542,488▲ $7,782,820
Net Assets Without Donor Restrictions$5,435,441$5,614,347▲ $178,906
Total Net Assets Fund Balance$81,195,109$89,156,835▲ $7,961,726
Total Liabilities and Net Assets / Fund Balance$83,058,078$90,597,550▲ $7,539,472

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$16,218$16,218

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$79,082,237$3,433,870▲ $8,895,025$1,710,176$87,241,073
2022$72,374,338$3,724,643▲ $6,739,011$1,502,410$79,082,237
2021$84,584,197$1,782,877▼ $10,375,704$1,486,273$72,374,338
2020$65,204,290$3,327,101▲ $19,419,921$1,119,497$84,584,197
2019$66,000,396$1,450,030▲ $983,889$1,179,220$65,204,290
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
ERIC MATYAC '94Chair
ED CORDIANO '973-year Director
GINA BEIM MS '87 MBA '043-year Director
HANG LOI '883-year Director
JIM KILMER '00 MSE '003-year Director
KEVIN BRACY '93 MS '943-year Director
STEVE FOSSI '783-year Director
STEVE SIMMONS '79 MS '82 MBA '863-year Director
SUNNIVA COLLINS MS '91 PHD '943-year Director
Revenue and Support

Revenue Composition

Contributions and Grants
$3,682,874
Program Service Revenue
$0
Investment Income
$1,064,666
Other Revenue
$0
All Other Contributions
$3,682,874
Change in Net Assets
$-133,712

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$240,659Fair Market Value (FMV)
Total Noncash Contributions4$240,659-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,877,927
Other Expenses$3,325
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,877,927--$4,877,927
Insurance-$3,325-$3,325
Total Functional Expenses$4,877,927$3,325$0$4,881,252
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Alumni AssociationCleveland, OH501(c)(3)General Support$4,877,927
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
Due to Related Party$1,297,104
Gift Annuities$143,611
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 review - the audit committee has been delegated the authority to review form 990 prior to filing by the officers of the case alumni foundation. At the next meeting of the officers after the audit committee's review, a copy of form 990 is made available to all officers and directors.”

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

“Monitoring and enforcement of conflict policy - at the start of each fiscal year, a conflict of interest (coi) statement is mailed to all officers and directors. A completed and signed copy of the coi must be received by the foundation before the officer or director is allowed to participate in meetings.”

Form 990, Part VI, Section C, Line 19

“Availability of documents - the foundation's financial statements, conflict of interest policy, and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Case Alumni Foundation
EIN
20-0401095
Phone
2162314567
Address
10900 EUCLID AVENUE 109, CLEVELAND, OH 44106

Signing Officer

Name
Stephen J Zinram
Title
Chief Executive Officer
Phone
2162314567
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen J Zinram
Formed
2004
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Maloney Novotny LLC
Address
1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114-2540
Preparer
Christopher B Anderson
Phone
2163630100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of life income agreements 41,068.”

Financial Statement Notes

PART V, LINE 4:

“Intended use of endowment funds - the foundation uses its endowment funds to support the purposes of case alumni association. Case alumni association provides scholarships and other support to case western reserve university.”

PART X, LINE 2:

“Fin 48 (asc 740) footnote - the association (a related organization) and the foundation are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The organization believes that there is support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.”

Raw XML AppendixShowing 400 of 462 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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-367623
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08054370
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05435441
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05614347
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0240659
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt041068
IRS990/OtherLiabilitiesGrp/BOYAmt01862969
IRS990/OtherLiabilitiesGrp/EOYAmt01440715
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN J ZINRAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02354913
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04220335
IRS990/PYInvestmentIncomeAmt02645990
IRS990/PYOtherExpensesAmt04433
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0776135
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04224768
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05000903
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-133712
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0267032
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0285784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03682874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02354913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016215203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02960807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03310049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028523846
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01432289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01752503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03728041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02121117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01825443
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010859393
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/OtherIncome170Grp/TotalAmt088
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37220
IRS990ScheduleA/PublicSupportPY170Pct00.33470
IRS990ScheduleA/PublicSupportTotal170Amt014659521
IRS990ScheduleA/SubstantialContributorsTotAmt013864325
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03682874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02354913
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016215203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02960807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03310049
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028523846
IRS990ScheduleA/TotalSupportAmt039383327
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.06435
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01022000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt079082237
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03433870
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt087241073
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01437883
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08895025
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01710176
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0998000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt072374338
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03724643
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt079082237
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01255345
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06739011
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01502410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0905000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt084584197
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01782877
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt072374338
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01225759
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10375704
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01486273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0882000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt065204290
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03327101
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt084584197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01365618
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019419921
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01119497
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0862000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt066000396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01450030
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt065204290
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01188805
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0983889
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01179220
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016218
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0143611
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11297104
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74967
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTENDED USE OF ENDOWMENT FUNDS - THE FOUNDATION USES ITS ENDOWMENT FUNDS TO SUPPORT THE PURPOSES OF CASE ALUMNI ASSOCIATION. CASE ALUMNI ASSOCIATION PROVIDES SCHOLARSHIPS AND OTHER SUPPORT TO CASE WESTERN RESERVE UNIVERSITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FIN 48 (ASC 740) FOOTNOTE - THE ASSOCIATION (A RELATED ORGANIZATION) AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION BELIEVES THAT THERE IS SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.18598
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01440715
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04877927
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASE ALUMNI ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0204435833
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010900 EUCLID AVE 109
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044106
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONITORING USE OF GRANT FUNDS - THE CASE ALUMNI FOUNDATION BOARD APPROVES ALL FUND RAISING EFFORTS AND APPROVES ALL GRANTS FROM THE CASE ALUMNI FOUNDATION TO THE CASE ALUMNI ASSOCIATION, WHICH CONDUCTS PROGRAMS, MAKES GRANTS TO CASE WESTERN RESERVE UNIVERSITY (CWRU), AND GRANTS SCHOLARSHIPS TO CWRU.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0240659
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0USE OF THIRD PARTIES - THE FOUNDATION USED A SECURITIES BROKER TO SELL ITS DONATED SECURITIES. THE FEES CHARGED BY THESE SERVICE PROVIDERS WERE AT FAIR MARKET VALUE.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 32B:
IRS990ScheduleM/ThirdPartiesUsedInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEW - THE AUDIT COMMITTEE HAS BEEN DELEGATED THE AUTHORITY TO REVIEW FORM 990 PRIOR TO FILING BY THE OFFICERS OF THE CASE ALUMNI FOUNDATION. AT THE NEXT MEETING OF THE OFFICERS AFTER THE AUDIT COMMITTEE'S REVIEW, A COPY OF FORM 990 IS MADE AVAILABLE TO ALL OFFICERS AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONITORING AND ENFORCEMENT OF CONFLICT POLICY - AT THE START OF EACH FISCAL YEAR, A CONFLICT OF INTEREST (COI) STATEMENT IS MAILED TO ALL OFFICERS AND DIRECTORS. A COMPLETED AND SIGNED COPY OF THE COI MUST BE RECEIVED BY THE FOUNDATION BEFORE THE OFFICER OR DIRECTOR IS ALLOWED TO PARTICIPATE IN MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABILITY OF DOCUMENTS - THE FOUNDATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN VALUE OF LIFE INCOME AGREEMENTS 41,068.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CASE ALUMNI ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0204435833
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ALUMNI ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010900 EUCLID AVE 109
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CLEVELAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044106
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt083058078
IRS990/TotalAssetsEOYAmt090597550
IRS990/TotalAssetsGrp/BOYAmt083058078
IRS990/TotalAssetsGrp/EOYAmt090597550
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03682874
IRS990/TotalEmployeeCnt00

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