2025-05-02T08:44:19-05:00 2024-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2023-07-01 200401095 CASE ALUMNI FOUNDATION CASE 2162314567 10900 EUCLID AVENUE 109 CLEVELAND OH 44106 STEPHEN J ZINRAM CHIEF EXECUTIVE OFFICER 2162314567 2025-04-24 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2023 2025-03-06 01:10:19Z STEPHEN J ZINRAM 10900 EUCLID AVENUE 109 CLEVELAND OH 44106 23238904 0 X WWW.CASEALUMNI.ORG X 2004 OH 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. 9 9 0 10 0 0 2354913 3682874 0 0 2645990 1064666 0 0 5000903 4747540 4220335 4877927 0 0 0 0 0 0 0 4433 3325 4224768 4881252 776135 -133712 83058078 90597550 1862969 1440715 81195109 89156835 X 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. 0 0 4877927 4877927 0 THE CASE ALUMNI FOUNDATION 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 4877927 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X MARY MCMILLAN 2163682475 10900 EUCLID AVENUE TOMLINSON 109 CLEVELAND OH 44106 X GINA BEIM MS '87 MBA '04 3-YEAR DIRECTOR 1.00 X 0 0 0 KEVIN BRACY '93 MS '94 3-YEAR DIRECTOR 1.00 X 0 0 0 SUNNIVA COLLINS MS '91 PHD '94 3-YEAR DIRECTOR 1.00 X 0 0 0 ED CORDIANO '97 3-YEAR DIRECTOR 1.00 X 0 0 0 STEVE FOSSI '78 3-YEAR DIRECTOR 1.00 X 0 0 0 JIM KILMER '00 MSE '00 3-YEAR DIRECTOR 1.00 X 0 0 0 HANG LOI '88 3-YEAR DIRECTOR 1.00 X 0 0 0 ERIC MATYAC '94 CHAIR 1.00 X X 0 0 0 STEVE SIMMONS '79 MS '82 MBA '86 3-YEAR DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 3682874 240659 3682874 1432289 1432289 18123741 18491364 -367623 -367623 -367623 4747540 0 0 1064666 4877927 4877927 3325 3325 4881252 4877927 3325 0 267032 285784 5000 16218 16218 0 0 82786046 90311766 83058078 90597550 1862969 1440715 1862969 1440715 X 5435441 5614347 75759668 83542488 81195109 89156835 83058078 90597550 X -133712 8054370 41068 X 0 1 X 1 0 X 3310049 2960807 16215203 2354913 3682874 28523846 3310049 2960807 16215203 2354913 3682874 28523846 13864325 14659521 1825443 2121117 3728041 1752503 1432289 10859393 88 88 39383327 0.37220 0.33470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79082237 3433870 8895025 1437883 1710176 1022000 87241073 72374338 3724643 6739011 1255345 1502410 998000 79082237 84584197 1782877 -10375704 1225759 1486273 905000 72374338 65204290 3327101 19419921 1365618 1119497 882000 84584197 66000396 1450030 983889 1188805 1179220 862000 65204290 0.06435 0.74967 0.18598 0 0 16218 16218 0 0 GIFT ANNUITIES 143611 DUE TO RELATED PARTY 1297104 1440715 X 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 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. 1 CASE ALUMNI ASSOCIATION 10900 EUCLID AVE 109 CLEVELAND OH 44106 204435833 501(C)(3) 4877927 0 GENERAL SUPPORT 1 PART I, LINE 2: MONITORING 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 CWRU. X 4 240659 FMV 0 0 1 1 PART I, LINE 32B: USE 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. 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 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 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INCOME AGREEMENTS 41,068. CASE ALUMNI ASSOCIATION INC 10900 EUCLID AVE 109 CLEVELAND OH 44106 204435833 ALUMNI ASSOCIATION OH 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0