Civic Intelligence

Case Alumni Foundation

990 • Fiscal year 2022 • EIN 20-0401095

Jul 01, 2021 to Jun 30, 2022 • Filed on May 01, 2023

Organization ProfileWWW.CASEALUMNI.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

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.11x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

21st percentile

-9.8%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

164%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$78,636,719

Down $8,544,846 (-9.8%) from 2021

Net Assets

Down

$76,240,701

Down $8,670,249 (-10%) from 2021

Liabilities

Up

$2,396,018

Up $125,403 (+5.5%) from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin83rd percentile

Revenue

Up

$22,478,692

Up $13,962,998 (+164%) from 2021

Expenses

Up

$14,822,024

Up $11,430,861 (+337%) from 2021

Net Income

Up

$7,656,668

Up $2,532,137 (+49%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2022

Assets$78,636,719
Liabilities$2,396,018
Net Assets$76,240,701
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$22,478,692
Expenses$14,822,024
Net Income$7,656,668
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 1, 2023
Return Version
2021v4.2
Gross Receipts
$34,725,096
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$86,898,527$78,370,971▼ $8,527,556
Savings and Temporary Cash Investments$246,705$253,129▲ $6,424
Pledges and Grants Receivable$36,333$12,619▼ $23,714
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$87,181,565$78,636,719▼ $8,544,846
Liabilities
Other Liabilities$2,270,615$2,396,018▲ $125,403
Total Liabilities$2,270,615$2,396,018▲ $125,403
Net Assets / Fund Balance
Net Assets With Donor Restrictions$78,593,548$70,943,291▼ $7,650,257
Net Assets Without Donor Restrictions$6,317,402$5,297,410▼ $1,019,992
Total Net Assets Fund Balance$84,910,950$76,240,701▼ $8,670,249
Total Liabilities and Net Assets / Fund Balance$87,181,565$78,636,719▼ $8,544,846

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2018$64,968,742$943,386▲ $2,938,888$973,720$66,000,396
2017$62,317,124$746,868▲ $4,842,284$956,814$64,968,742
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Ron J CassPresident
Eric MatyacDirector
Gina BiemDirector
Jim KilmerDirector
Jim TreleavenDirector
Joseph FakultDirector
Kevin BracyDirector
Michael DiamantDirector
Susan NagorneySecretary
Kirsten BowenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,215,203
Program Service Revenue
$0
Investment Income
$6,263,401
Other Revenue
$88
All Other Contributions
$16,215,203
Change in Net Assets
$7,656,668

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 Traded3$165,635Fair Market Value (FMV)
Total Noncash Contributions3$165,635-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,817,591
Other Expenses$4,433
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,817,591--$14,817,591
Insurance-$4,433-$4,433
Total Functional Expenses$14,817,591$4,433$0$14,822,024
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Alumni AssociationCleveland, OH501(c)(3)General Support$14,817,591
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$2,150,638
Gift Annuities$245,380
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 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 109, CLEVELAND, OH 44106

Signing Officer

Name
Stephen Zinram
Title
Executive Director
Phone
2162314567
Signed
2023-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Zinram
Formed
2004
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
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 -124,237.”

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.”

Raw XML AppendixShowing 400 of 480 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/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07656668
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt088
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0246705
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0253129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016215203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02960807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03310049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02120312
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04065460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028671831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03728041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02121117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01825443
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01682011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01444540
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010801152
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt088
IRS990ScheduleA/OtherIncome170Grp/TotalAmt088
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37530
IRS990ScheduleA/PublicSupportPY170Pct00.47910
IRS990ScheduleA/PublicSupportTotal170Amt014815624
IRS990ScheduleA/SubstantialContributorsTotAmt013856207
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016215203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02960807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03310049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02120312
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04065460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028671831
IRS990ScheduleA/TotalSupportAmt039473071
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/BoardDesignatedBalanceEOYPct00.07319
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0905000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt084584197
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01782877
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt072374338
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01225759
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10375704
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01486273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0882000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt065204290
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03327101
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt084584197
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01365618
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019419921
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01119497
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0862000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt066000396
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01450030
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt065204290
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01188805
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0983889
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01179220
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0806832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt064968742
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0943386
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt066000396
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01070068
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02938888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0973720
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0776821
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt062317124
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0746868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt064968742
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01203899
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04842284
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0956814
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016218
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0245380
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12150638
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.80746
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11935
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02396018
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt014817591
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/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0165635
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 -124,237.
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,636,719
Liabilities
$2,396,018
Net assets
$76,240,701
Revenue
$22,478,692
Expenses
$14,822,024
Net income
$7,656,668
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