Civic Intelligence

Association for Continuing Education at Case Western Reserve University

EIN 34-6539044 • 501(c)3 • Cleveland, OH

Profile

Adult education

10900 Euclid AvenueCleveland, OH 44106

case.edu/lifelonglearning/ace-programs

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

47th percentile

0.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-5.1%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$176,910

Up $5,573 (+3.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$176,910

Up $5,573 (+3.3%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin47th percentile

Revenue

Down

$39,144

Down $44,276 (-53%) from 2024

Expenses

Down

$39,114

Down $27,249 (-41%) from 2024

Net Income

Down

$30

Down $17,027 (-100%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2022: $207,200Liabilities 2022: $0Net Assets 2022: $207,2002022Assets 2023: $148,519Liabilities 2023: $0Net Assets 2023: $148,5192023Assets 2024: $171,337Liabilities 2024: $0Net Assets 2024: $171,3372024Assets 2025: $176,910Liabilities 2025: $0Net Assets 2025: $176,9102025

Highlighted filing

2025

Assets$176,910
Liabilities$0
Net Assets$176,910
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$150K$100K$50K$0Revenue 2022: $114,594Expenses 2022: $26,185Net Income 2022: $88,4092022Revenue 2023: $40,982Expenses 2023: $24,990Net Income 2023: $15,9922023Revenue 2024: $83,420Expenses 2024: $66,363Net Income 2024: $17,0572024Revenue 2025: $39,144Expenses 2025: $39,114Net Income 2025: $302025

Highlighted filing

2025

Revenue$39,144
Expenses$39,114
Net Income$30
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,910
Liabilities
$0
Net assets
$176,910
Revenue
$39,144
Expenses
$39,114
Net income
$30
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.39$0.39$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.83$0.66$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.41$0.25$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.15$0.26$0.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 20, 2026
Return Version
2024v5.5
Gross Receipts
$61,870
Mission and Program Overview

Mission

Adult education through ongoing growth and intellectual development.

Program Services

DescriptionGrantsExpenses
ADULT EDUCATION$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE MORTIMERPresident/TreasurerPT$0--
JUDY ORININVice PresidentPT$0--
PAT ASHTONCorresponding SecretaryPT$0--
KATHY DEJOHNRecording SecretaryPT$0--
ROBERTA FARRELLAssistant TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Sales$34,257$34,257-$34,257
Total Events$34,257$34,257-$34,257
Filing and Contact Details

Filer

Filer Name
Assoc for Continuing Education at Case
EIN
34-6539044
Phone
2163927634
Address
10900 EUCLID AVENUE, CLEVELAND, OH 44106

Signing Officer

Name
Joanne Mortimer
Title
President/treasurer
Phone
2163927634
Signed
2026-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Corrigan Krause
Address
191 AMERICAN BLVD SUITE 201, WESTLAKE, OH 44145
Preparer
Albert S Harsar CPA
Phone
4404710800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 3,594. Description: interest income. Amount: 2. Total included on form 990-ez, line 4: 3,596.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program service fees. Amount: 15,854. Description: insurance. Amount: 1,662. Description: cc fees. Amount: 590. Description: office expense. Amount: 18,000. Total to form 990-ez, line 16: 36,106.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains on investments. Amount: 5,543.”

Raw XML Appendix194 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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IRS990EZ/ProgramServiceRevenueAmt016513
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 3,594. DESCRIPTION: INTEREST INCOME. AMOUNT: 2. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,596.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM SERVICE FEES. AMOUNT: 15,854. DESCRIPTION: INSURANCE. AMOUNT: 1,662. DESCRIPTION: CC FEES. AMOUNT: 590. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 18,000. TOTAL TO FORM 990-EZ, LINE 16: 36,106.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE MORTIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02163927634
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOC FOR CONTINUING EDUCATION AT CASE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESERVE UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0346539044
ReturnHeader/Filer/PhoneNum02163927634
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum04404710800
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT S HARSAR CPA
ReturnHeader/ReturnTs02026-01-21T13:49:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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