Civic Intelligence

Case Alumni Foundation

990 • Fiscal year 2017 • EIN 20-0401095

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

10900 Euclid Avenue No 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.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.40x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

31st percentile

-0.5%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-9.2%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$64,916,475

Up $7,916,992 (+14%) from 2016

Net Assets

Up

$63,266,393

Up $7,879,606 (+14%) from 2016

Liabilities

Up

$1,650,082

Up $37,386 (+2.3%) from 2016

Revenue

Down

$4,129,058

Down $418,443 (-9.2%) from 2016

Expenses

Up

$4,147,808

Up $43,755 (+1.1%) from 2016

Net Income

Down

-$18,750

Down $462,198 (-104%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$64,916,475
Liabilities$1,650,082
Net Assets$63,266,393

Operations Trend

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

2017

Revenue$4,129,058
Expenses$4,147,808
Net Income-$18,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$16,290,902
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 association in furthering its exempt purposes of providing services to the school of engineering, case western reserve university (applied science programs), and alumni

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$55,871,836$63,957,970▲ $8,086,134
Savings and Temporary Cash Investments$239,268$240,759▲ $1,491
Pledges and Grants Receivable$428,886$237,106▼ $191,780
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$56,999,483$64,916,475▲ $7,916,992
Other Assets Total$459,493$480,640▲ $21,147
Liabilities
Other Liabilities$1,612,696$1,650,082▲ $37,386
Total Liabilities$1,612,696$1,650,082▲ $37,386
Net Assets / Fund Balance
Permanently Rstr Net Assets$49,295,435$51,801,945▲ $2,506,510
Temporarily Rstr Net Assets$1,949,240$7,081,082▲ $5,131,842
Unrestricted Net Assets$4,142,112$4,383,366▲ $241,254
Total Net Assets Fund Balance$55,386,787$63,266,393▲ $7,879,606
Total Liabilities and Net Assets / Fund Balance$56,999,483$64,916,475▲ $7,916,992

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$21,218$21,218

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$53,945,418$2,503,876▲ $8,723,062$890,901$62,317,124
2015$56,976,811$3,001,386▼ $3,278,698$782,700$53,945,418
2014$52,321,163$6,501,151▲ $726,171$708,790$56,976,811
2013$46,286,205$666,796▲ $7,889,827$665,699$52,321,163
2012$43,428,508$198,641▲ $5,598,244$623,247$46,286,205
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan NagorneyChairperson
Jeffrey O HerzogCAA President
Brian CasselberryDirector
Edward P McHenryDirector
Joseph FakultDirector
Sunniva Collins PhDDirector
James R SadowskiCAA 1st VP
Marvin S Schwartz PhDCAA 2nd VP
Ron J CassCAA Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,560,685
Program Service Revenue
$0
Investment Income
$568,373
Other Revenue
$0
All Other Contributions
$3,560,685
Change in Net Assets
$-18,750

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 Traded8$483,568Fair Market Value (FMV)
Total Noncash Contributions8$483,568-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,143,311
Other Expenses$4,497
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,143,311--$4,143,311
Insurance-$4,497-$4,497
Total Functional Expenses$4,143,311$4,497$0$4,147,808
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Alumni AssociationCleveland, OH501(c)(3)General Support$4,143,311
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$1,364,185
Gift Annuities$285,897
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, 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 trustees.

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 No 109, CLEVELAND, OH 44106

Signing Officer

Name
Steven Zinram
Title
Executive Director
Phone
2162314567
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

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

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 8,604.

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 to students 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. THE ORGANIZATION'S FEDERAL INFORMATIONAL AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.

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IRS990/MissionDesc0THE MISSION OF THE CASE ALUMNI FOUNDATION IS TO BE AN ACTIVE ALUMNI/ALUMNAE FELLOWSHIP THAT: - SERVES AND ADVANCES THE INTERESTS OF THE CASE SCHOOL OF ENGINEERING (CSE), THE MATH AND SCIENCES OF CASE WESTERN RESERVE UNIVERSITY (CWRU), ITS ALUMNI, AND ITS STUDENTS THROUGH A STRATEGIC FOCUS ON FUND RAISING, INSTITUTIONAL LEADERSHIP, RESPONSIVE SERVICES, PUBLIC RELATIONS, AND STUDENT PROGRAMS;- CELEBRATES THE TRADITIONS OF THE CASE SCHOOL OF APPLIED SCIENCE, CASE INSTITUTE OF TECHNOLOGY, AND THE CASE SCHOOL OF ENGINEERING; AND- ENHANCES THE VALUE OF A CSE/CWRU EDUCATION.
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IRS990/PYRevenuesLessExpensesAmt0443448
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04104053
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04547501
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-18750
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239268
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0240759
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0204435833
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04143311
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASE ALUMNI ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04143311
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/BoardDesignatedBalanceEOYPct00.06790
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0757291
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt053945418
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02503876
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt062317124
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01207040
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08723062
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0890901
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0645425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt056976811
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03001386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt053945418
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01325956
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3278698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0782700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0669620
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt052321163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06501151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt056976811
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01193264
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0726171
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0708790
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0751289
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt046286205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0666796
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt052321163
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01104677
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07889827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0665699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01333647
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt043428508
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0198641
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt046286205
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0982294
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05598244
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0623247
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt021218
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt021218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0285897
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11364185
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84120
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 TO STUDENTS 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. THE ORGANIZATION'S FEDERAL INFORMATIONAL AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09090
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01650082
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04143311
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 STUDENTS AT CWRU.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt08
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0483568
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 TRUSTEES.
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 8,604.
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

Document Assets

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Filings

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