Civic Intelligence

Case Alumni Foundation

990 • Fiscal year 2015 • EIN 20-0401095

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization ProfileWWW.CASEALUM.ORG
10900 Euclid Avenue 109Cleveland, OH 44106

(216) 231-4567

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

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

Liabilities / Revenue

33rd percentile

0.23x

Higher debt load relative to revenue than 33% of similar nonprofits.

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

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

72nd percentile

7.4%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

460%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$59,872,081

Up $4,121,148 (+7.4%) from 2014

Net Assets

Up

$58,121,545

Up $4,108,915 (+7.6%) from 2014

Liabilities

Up

$1,750,536

Up $12,233 (+0.7%) from 2014

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin96th percentile

Revenue

Up

$7,597,286

Up $6,241,304 (+460%) from 2014

Expenses

Up

$2,075,545

Up $1,166,547 (+128%) from 2014

Net Income

Up

$5,521,741

Up $5,074,757 (+1135%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$59,872,081
Liabilities$1,750,536
Net Assets$58,121,545
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$7,597,286
Expenses$2,075,545
Net Income$5,521,741
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$27,519,777
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.

To support the activities & functions of case alumni assoc.in furthering exempt purposes of providing svcs. To the school of engineering,cwru(applied science programs), and alumni

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$53,903,282$58,585,867▲ $4,682,585
Pledges and Grants Receivable$102,350$496,832▲ $394,482
Savings and Temporary Cash Investments$1,234,506$301,662▼ $932,844
Land, Buildings, and Equipment, Net$2,360$738▼ $1,622
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$55,750,933$59,872,081▲ $4,121,148
Other Assets Total$508,435$486,982▼ $21,453
Liabilities
Other Liabilities$1,738,288$1,749,525▲ $11,237
Accounts Payable and Accrued Expenses$15$1,011▲ $996
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,738,303$1,750,536▲ $12,233
Net Assets / Fund Balance
Permanently Rstr Net Assets$39,589,483$46,214,500▲ $6,625,017
Temporarily Rstr Net Assets$9,464,945$7,228,273▼ $2,236,672
Unrestricted Net Assets$4,958,202$4,678,772▼ $279,430
Total Net Assets Fund Balance$54,012,630$58,121,545▲ $4,108,915
Total Liabilities and Net Assets / Fund Balance$55,750,933$59,872,081▲ $4,121,148

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$738$20,480$21,218

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$52,321,163$6,501,151▲ $726,171-$56,976,811
2013$46,286,205$666,796▲ $7,889,827-$52,321,163
2012$43,428,508$198,641▲ $5,598,244-$46,286,205
2011$46,829,053$246,260▼ $1,530,056-$43,428,508
2010$39,970,540$1,064,868▲ $7,679,253-$46,829,053
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Harry L FarmerChairman
Edward P McHenryPresident
James R Sadowski1st Vice President
Marvin S Schwartz2nd Vice President
Lawrence M SearsDirector
Michael H DiamantDirector
Susan NagorneyDirector
Thomas C LitzlerDirector
Thomas P KicherDirector
Ron J CassAsst. Treasurer
Jeffrey O HerzogTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,596,232
Program Service Revenue
$0
Investment Income
$2,001,054
Other Revenue
$0
All Other Contributions
$5,596,232
Change in Net Assets
$5,521,741

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 Traded1$617,241Fair Market Value (FMV)
Total Noncash Contributions1$617,241-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,069,891
Other Expenses$5,654
Total Fundraising Expense$180
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,069,891--$2,069,891
Royalties-$4,024-$4,024
Depreciation Depletion$1,082$360$180$1,622
Office Expenses-$8-$8
Total Functional Expenses$2,070,973$4,392$180$2,075,545
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Alumni AssociationCleveland, OH501(c)(3)General Support$2,069,891
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$1,486,592
Gift Annuities$262,933
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 REVIEW - FORM 990, PART VI, LINE 11B:

“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 trustees.”

MONITORING AND ENFORCEMENT OF CONFLICT POLICY - FORM 990,PART VI,LINE 12C:

“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.”

AVAILABILITY OF DOCUMENTS - FORM 990, PART VI, LINE 19:

“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
In Care Of
% THOMAS CONLON
Phone
2162314567
Address
10900 Euclid Avenue 109, CLEVELAND, OH 44106

Signing Officer

Name
Thomas Conlon
Title
Chief Financial Officer
Phone
2162314567
Signed
2016-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Zinram
Formed
2004
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

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

Additional Explanations

OTHER CHANGES IN NET ASSETS - FORM 990, PART XI, LINE 9:

“Change in value of life income agreements: $29,037”

Financial Statement Notes

INTENDED USES OF ENDOWMENT FUNDS - PART V, LINE 4:

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

FIN 48 (ASC 740) FOOTNOTE - PART X, LINE 2:

“INCOME TAX STATUS - 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 ORGANIZATIONS BELIEVE THAT THERE IS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL INFORMATIONAL AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.”

Raw XML AppendixShowing 400 of 564 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/TitleTxt0Chairman
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IRS990/Form990PartVIISectionAGrp/TitleTxt21st Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt92ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/OtherLiabilitiesGrp/EOYAmt01749525
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0902623
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IRS990/PYTotalExpensesAmt0908998
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01355982
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05521741
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/ManagementAndGeneralAmt04024
IRS990/RoyaltiesGrp/TotalAmt04024
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0301662
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt021218

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,872,081
Liabilities
$1,750,536
Net assets
$58,121,545
Revenue
$7,597,286
Expenses
$2,075,545
Net income
$5,521,741
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