Civic Intelligence

Case Alumni Association Incorporated

990 • Fiscal year 2024 • EIN 20-4435833

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 24, 2025

Organization ProfileWWW.CASEALUMNI.ORG

View Organization Page

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

83rd percentile

0.58x

Higher debt load relative to assets than 83% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.41x

Higher debt load relative to revenue than 71% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

33rd percentile

-1.4%

Higher net margin than 33% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$216,372

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

41st percentile

2.1%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$3,865,086

Up $77,857 (+2.1%) from 2023

Net Assets

Down

$1,615,421

Down $29,868 (-1.8%) from 2023

Liabilities

Up

$2,249,665

Up $107,725 (+5.0%) from 2023

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin33rd percentile

Revenue

Up

$5,425,350

Up $643,389 (+13%) from 2023

Expenses

Up

$5,501,137

Up $1,119,509 (+26%) from 2023

Net Income

Down

-$75,787

Down $476,120 (-119%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,644,846Liabilities 2010: $3,532,960Net Assets 2010: $2,111,8862010Assets 2011: $6,034,223Liabilities 2011: $3,492,949Net Assets 2011: $2,541,2742011Assets 2012: $5,019,358Liabilities 2012: $2,826,095Net Assets 2012: $2,193,2632012Assets 2013: $5,022,881Liabilities 2013: $2,760,206Net Assets 2013: $2,262,6752013Assets 2014: $5,099,818Liabilities 2014: $2,915,811Net Assets 2014: $2,184,0072014Assets 2015: $4,638,703Liabilities 2015: $2,862,677Net Assets 2015: $1,776,0262015Assets 2016: $4,284,010Liabilities 2016: $2,918,954Net Assets 2016: $1,365,0562016Assets 2017: $4,607,066Liabilities 2017: $2,816,414Net Assets 2017: $1,790,6522017Assets 2018: $4,631,327Liabilities 2018: $2,789,535Net Assets 2018: $1,841,7922018Assets 2019: $4,477,321Liabilities 2019: $3,118,680Net Assets 2019: $1,358,6412019Assets 2020: $4,556,855Liabilities 2020: $3,365,040Net Assets 2020: $1,191,8152020Assets 2021: $4,548,848Liabilities 2021: $3,191,741Net Assets 2021: $1,357,1072021Assets 2022: $4,088,805Liabilities 2022: $2,981,596Net Assets 2022: $1,107,2092022Assets 2023: $3,787,229Liabilities 2023: $2,141,940Net Assets 2023: $1,645,2892023Assets 2024: $3,865,086Liabilities 2024: $2,249,665Net Assets 2024: $1,615,4212024

Highlighted filing

2024

Assets$3,865,086
Liabilities$2,249,665
Net Assets$1,615,421
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,700,1432010Expenses 2011: $3,170,8752011Expenses 2012: $3,900,7062012Expenses 2013: $5,160,8302013Revenue 2014: $4,526,062Expenses 2014: $4,939,441Net Income 2014: -$413,3792014Revenue 2015: $4,961,544Expenses 2015: $5,352,851Net Income 2015: -$391,3072015Revenue 2016: $4,729,990Expenses 2016: $5,096,960Net Income 2016: -$366,9702016Revenue 2017: $4,738,093Expenses 2017: $4,423,398Net Income 2017: $314,6952017Revenue 2018: $6,483,659Expenses 2018: $6,442,945Net Income 2018: $40,7142018Revenue 2019: $4,963,148Expenses 2019: $5,454,378Net Income 2019: -$491,2302019Revenue 2020: $5,807,796Expenses 2020: $5,839,564Net Income 2020: -$31,7682020Revenue 2021: $4,106,693Expenses 2021: $4,392,204Net Income 2021: -$285,5112021Revenue 2022: $15,429,493Expenses 2022: $15,434,085Net Income 2022: -$4,5922022Revenue 2023: $4,781,961Expenses 2023: $4,381,628Net Income 2023: $400,3332023Revenue 2024: $5,425,350Expenses 2024: $5,501,137Net Income 2024: -$75,7872024

Highlighted filing

2024

Revenue$5,425,350
Expenses$5,501,137
Net Income-$75,787
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$5,425,350
Mission and Program Overview

Mission

The mission of the case alumni association 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 - enhances the value of a cse/cwru education

To be an active alumni/alumnae fellowship that supports & advances the interests of the case school of engineering and case western reserve university's applied science programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,345,026$1,394,620▲ $49,594
Pledges and Grants Receivable$1,545$476,872▲ $475,327
Savings and Temporary Cash Investments$494,847$435,069▼ $59,778
Land, Buildings, and Equipment, Net$185,189$179,893▼ $5,296
Prepaid Expenses and Deferred Charges$54,353$81,528▲ $27,175
Total Assets$3,787,229$3,865,086▲ $77,857
Other Assets Total$1,706,269$1,297,104▼ $409,165
Liabilities
Other Liabilities$2,039,757$2,164,932▲ $125,175
Accounts Payable and Accrued Expenses$102,183$84,733▼ $17,450
Total Liabilities$2,141,940$2,249,665▲ $107,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$949,669$832,952▼ $116,717
Net Assets With Donor Restrictions$695,620$782,469▲ $86,849
Total Net Assets Fund Balance$1,645,289$1,615,421▼ $29,868
Total Liabilities and Net Assets / Fund Balance$3,787,229$3,865,086▲ $77,857

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$179,893$371,822$551,715
Other Assets Org$1,297,104--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,345,226-▲ $49,394-$1,394,620
2022$1,367,627-▼ $22,401-$1,345,226
2021$1,772,162-▼ $404,535-$1,367,627
2020$1,929,549-▼ $157,387-$1,772,162
2019$1,996,084-▼ $66,535-$1,929,549
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen J ZinramChief Executive OfficerFT$172,500$43,872$216,372
Thomas J ConlonChief Financial Officer (6/24)FT$101,339$33,645$134,984
Mary McmillanChief Financial Officer (7/24)FT$116,858$12,700$129,558

Board Members and Trustees

NameTitle
EDWARD P MCHENRY '67 MBA '71Past President
JEFF HERZOG '79 MBA '86Past President
JOHN A MASSIE '66Past President
JOSEPH P FAKULT '90Past President
KENNETH A LOPARO PHD '77Past President
MICHAEL H DIAMANT '68Past President
SUNNIVA R COLLINS MS'91PHD'94Past President
SUSIE J NAGORNEY '76Past President
BRIAN S CASSELBERRY '95President
MATTHEW D CROWLEY '081st Vice President
FRANK MERAT '72MS'75PHD'782nd Vice President
ADAM C SNYDER '02 MEM '033-year Director
AMY CHAN '043-year Director
ARKADY POLINKOVSKY '08 MS '103-year Director
DAN DIFILIPPO '973-year Director
DAVE BAKKE '763-year Director
DONALD L FEKE '76 MS '773-year Director
ED CORDIANO '973-year Director
ERIC J MATYAC '94 MS '973-year Director
JAMES D KILMER '00 MSE '003-year Director
JESSICA PALMER '10 MEM '113-year Director
JIM TRELEAVEN '69MS'77PHD'903-year Director
KARL-HEINZ SCHOFALVI MS '893-year Director
KENNETH BARKER '703-year Director
PAUL STEPHAN '643-year Director
ROBERT P STALDER '943-year Director
SEAN HIGGINS MS '903-year Director
VALENCIA WILLIAMS '143-year Director
WILLIAM TODD MARTIN '96 MS '983-year Director
STEVE SIMMONS '79 MS'82MBA'86Assistant Treasurer
CARLIN JACKSON '15 MSM '16Secretary
HILLARY C EMER '07 MSE '07Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,394,368
Program Service Revenue
$0
Investment Income
$6,982
Other Revenue
$24,000
All Other Contributions
$516,441
Change in Net Assets
$-75,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,804,807
Salaries, Compensation, and Employee Benefits$1,164,265
Total Fundraising Expense$542,110
Other Expenses$532,065
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,337,429--$2,337,429
Grants to Domestic Individuals$1,467,378--$1,467,378
Other Salaries and Wages$245,005$111,822$181,647$538,474
Current Officers, Directors, Trustees, and Key Employees$159,867$72,964$118,525$351,356
Other Employee Benefits$57,739$28,414$48,546$134,699
Conferences and Meetings$82,594$5,825$1,219$89,638
Pension Plan Contributions$32,363$12,982$26,945$72,290
Fees for Services Other$43,504$4,596$21,820$69,920
Payroll Taxes$30,439$14,415$22,592$67,446
Other Expenses$35,557$462$20,615$56,634
Fees for Services Accounting-$33,475-$33,475
Occupancy$12,789$10,299$6,549$29,637
Office Expenses$5,064$14,386$8,766$28,216
Depreciation Depletion$11,055$8,189$8,052$27,296
Insurance$4,922$12,861$5,878$23,661
Interest$1,210$930$872$3,012
Fees for Services Legal-$1,058-$1,058
Total Functional Expenses$4,606,370$352,657$542,110$5,501,137
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniversityCleveland, OH501(c)(3)Departmental Support$2,337,429
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
Scholarships Payable$1,511,850
Gift Annuities$653,082
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 6

“Members of the organization - membership includes all donors to the case alumni association. Governance members include officers (president, 1st and 2nd vice presidents, treasurer, secretary, and assistant treasurer), 1-year, 2-year and 3-year directors and all past presidents.”

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

“Form 990 review - the audit committee has been delegated the authority to review the form 990 prior to filing by the council of the case alumni association, inc. At the next meeting of the council after the audit committee's review, a copy of the form 990 is made available to all 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 active members of the board. A completed and signed copy of the coi must be received before the member is allowed to participate.”

Form 990, Part VI, Section B, Line 15

“Compensation review and approval - the executive committee of the board determines the compensation of the chief executive officer. The committee is independent of the chief executive officer and sufficient comparability data is used in the determination. The compensation of all employees of the association are reviewed by the chief executive officer and his recommendations are forwarded to the executive committee for approval. Upon approval, those changes are incorporated in the budget for the next fiscal year.”

Form 990, Part VI, Section C, Line 19

“Availability of documents - abbreviated financial statements are included in the alumnus magazine that is mailed to approximately 20,000 graduates of the case school of engineering, case institute of technology, and the case school of applied science. Mathematics and science alumni of case western reserve university are included. Copies of this magazine are available at the association's offices. The association's conflict of interest policy and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Case Alumni Association Inc
EIN
20-4435833
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
2005
Legal Domicile
Oh
Voting Board Members
32
Independent Board Members
32
Employees
14
Volunteers
201

Preparer

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

Financial Statement Notes

PART V, LINE 4:

“Intended use of endowment funds - the association's endowment is used to further the exempt purposes of supporting the case school of engineering and the applied sciences programs of case western reservve university.”

PART X, LINE 2:

“Fin 48 (asc 740) footnote - the association and foundation (a related organization included in the combined financial statements) are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The organization believes that there is appropriate 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 735 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/ActivityOrMissionDesc0TO BE AN ACTIVE ALUMNI/ALUMNAE FELLOWSHIP THAT SUPPORTS & ADVANCES THE INTERESTS OF THE CASE SCHOOL OF ENGINEERING AND CASE WESTERN RESERVE UNIVERSITY'S APPLIED SCIENCE PROGRAMS.
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IRS990/Desc0THE CASE ALUMNI ASSOCIATION INCORPORATED IS ORGANIZED PRIMARILY TO ENGAGE IN ACTIVITIES THAT PROVIDE SUPPORT AND SERVICE TO THE CASE SCHOOL OF ENGINEERING, CASE WESTERN RESERVE UNIVERSITY MATH AND SCIENCE PROGRAMS, AND ALUMNI.
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IRS990/Form990PartVIISectionAGrp/PersonNm32STEPHEN J ZINRAM
IRS990/Form990PartVIISectionAGrp/PersonNm33THOMAS J CONLON
IRS990/Form990PartVIISectionAGrp/PersonNm34MARY MCMILLAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt13-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt33-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt53-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt61ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt83-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt113-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt133-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt153-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt173-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt193-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt212ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt233-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt243-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt253-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt273-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt283-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt293-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt303-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt313-YEAR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt33CHIEF FINANCIAL OFFICER (6/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt34CHIEF FINANCIAL OFFICER (7/24)
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IRS990/FormationYr02005
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IRS990/MissionDesc0THE CASE ALUMNI ASSOCIATION INCORPORATED SERVES THE INTERESTS OF MORE THAN 20,000 ALUMNI OF THE CASE SCHOOL OF APPLIED SCIENCE, CASE INSTITUTE OF TECHNOLOGY AND THE CASE SCHOOL OF ENGINEERING. ITS MISSION IS TO SERVE AND ADVANCE THE INTERESTS OF THE CASE SCHOOL OF ENGINEERING, THE MATH AND APPLIED SCIENCES DEPARTMENTS OF THE COLLEGE OF ARTS AND SCIENCES AT CASE WESTERN RESERVE UNIVERSITY, ITS ALUMNI AND ITS STUDENTS THROUGH A STRATEGIC FOCUS ON FUNDRAISING, INSTITUTIONAL LEADERSHIP, RESPONSIVE SERVICES, PUBLIC RELATIONS AND STUDENT PROGRAMS.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,865,086
Liabilities
$2,249,665
Net assets
$1,615,421
Revenue
$5,425,350
Expenses
$5,501,137
Net income
-$75,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.87$2.25$1.62$5.43$5.50$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$2.14$1.65$4.78$4.38$0.40
2022Detailed filing. Detailed filing data is available for this year.$4.09$2.98$1.11$15.4$15.4$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$3.19$1.36$4.11$4.39$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.56$3.37$1.19$5.81$5.84$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.48$3.12$1.36$4.96$5.45$0.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$2.79$1.84$6.48$6.44$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.61$2.82$1.79$4.74$4.42$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$2.92$1.37$4.73$5.10$0.37
2015Detailed filing. Detailed filing data is available for this year.$4.64$2.86$1.78$4.96$5.35$0.39
2014Detailed filing. Detailed filing data is available for this year.$5.10$2.92$2.18$4.53$4.94$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$2.76$2.26$5.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$2.83$2.19$3.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$3.49$2.54$3.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$3.53$2.11$3.70