CASE WESTERN RESERVE UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CASE WESTERN RESERVE UNIVERSITY (EIN 34-1018992)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-13
IRS object ID: 202531339349302638
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-13T09:36:53+00:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	920460586	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PwC US Tax LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 Market Street Suite 1800	AddressLine1Txt
City	Philadelphia	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	341018992	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CASE WESTERN RESERVE UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CASE	BusinessNameControlTxt
Phone	2163682126	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441067006	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRIAN BURNETT	PersonNm
Person Title	Executive VP for Finance and CFO	PersonTitleTxt
Phone	2163682126	PhoneNum
Signature	2025-05-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Eric M McNeil	PreparerPersonNm
PTIN	P00460263	PTIN
Phone	2673303000	PhoneNum
Preparation	2025-05-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Eric Kaler	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441067006	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,642,787,258	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	HTTP://WWW.CASE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1826	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	Case Western Reserve University is an independent, research-oriented university with broadly based strengths in health, including medicine, nursing and dentistry; in engineering; in the arts and sciences; and in law, management and social work. The University's commitment is to excellence in teaching, research and scholarship. The University brings together highly qualified faculty, students and staff to: 1) Offer undergraduate education that preserves the strengths of the traditional arts and sciences, and the professions, 2) Prepare students for positions of leadership in professions that are important to society, and 3) Advance, through research and scholarship, the understanding of its chosen disciplines and their applications.	ActivityOrMissionDesc
Voting Members Governing Body	42	VotingMembersGoverningBodyCnt
Voting Members Independent	40	VotingMembersIndependentCnt
Total Employee	10648	TotalEmployeeCnt
Total Volunteers	631	TotalVolunteersCnt
Total Gross UBI	$29,097,853	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$661,420,761	PYContributionsGrantsAmt
CY Contributions Grants	$699,452,878	CYContributionsGrantsAmt
PY Program Service Revenue	$738,633,119	PYProgramServiceRevenueAmt
CY Program Service Revenue	$787,476,493	CYProgramServiceRevenueAmt
PY Investment Income	$125,475,577	PYInvestmentIncomeAmt
CY Investment Income	$117,756,639	CYInvestmentIncomeAmt
PY Other Revenue	-$176,419	PYOtherRevenueAmt
CY Other Revenue	$2,331,950	CYOtherRevenueAmt
PY Total Revenue	$1,525,353,038	PYTotalRevenueAmt
CY Total Revenue	$1,607,017,960	CYTotalRevenueAmt
PY Grants And Similar Paid	$271,082,493	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$300,709,459	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$527,406,440	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$582,977,501	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$124,066	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$48,245	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$12,518,106	CYTotalFundraisingExpenseAmt
PY Other Expenses	$655,636,381	PYOtherExpensesAmt
CY Other Expenses	$656,147,096	CYOtherExpensesAmt
PY Total Expenses	$1,454,249,380	PYTotalExpensesAmt
CY Total Expenses	$1,539,882,301	CYTotalExpensesAmt
PY Revenues Less Expenses	$71,103,658	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$67,135,659	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,261,815,292	TotalAssetsBOYAmt
Total Assets EOY	$4,486,910,997	TotalAssetsEOYAmt
Total Liabilities BOY	$1,208,601,488	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,203,917,901	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,053,213,804	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,282,993,096	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Case Western Reserve University is an independent, research-oriented university with broadly based strengths in health, including medicine, nursing and dentistry; in engineering; in the arts and sciences; and in law, management and social work. The University's commitment to excellence in teaching, research and scholarship. The University brings together highly qualified faculty, students and staff to: (1) Offer undergraduate education that preserves the strengths of traditional disciplinary majors while integrating contents and methods from technology, the arts and sciences, and the professions, (2) Prepare students for positions of leadership in professions that are important to society, and (3) Advance, through research and scholarship the understanding of its chosen disciplines and their applications.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$720,807,625	ExpenseAmt
Grant	$278,035,544	GrantAmt
Revenue	$639,672,054	RevenueAmt
Desc	THE ACADEMIC PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY ARE ADMINISTERED THROUGH ITS SCHOOLS AND COLLEGES. CURRENTLY 12,622 STUDENTS ARE ENROLLED IN PROGRAMS LEADING TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREES ADMINISTERED THROUGH THE UNIVERSITY'S NINE SCHOOLS: THE CASE SCHOOL OF ENGINEERING, THE COLLEGE OF ARTS AND SCIENCES, THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES, THE SCHOOL OF DENTAL MEDICINE, THE SCHOOL OF GRADUATE STUDIES, THE SCHOOL OF LAW, THE WEATHERHEAD SCHOOL OF MANAGEMENT, THE SCHOOL OF MEDICINE AND THE FRANCES PAYNE BOLTON SCHOOL OF NURSING.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$439,910,154	ExpenseAmt
Grant	$22,673,915	GrantAmt
Desc	CASE WESTERN RESERVE UNIVERSITY IS CLASSIFIED AS A RESEARCH UNIVERSITY (VERY HIGH RESEARCH ACTIVITY) - EXTENSIVE BY THE CARNEGIE COMMISSION ON HIGHER EDUCATION. THIS CLASSIFICATION IS GIVEN TO THOSE INSTITUTIONS THAT TRAIN THE GREATEST NUMBER OF FUTURE RESEARCHERS (USUALLY MEASURED BY THE NUMBER OF PHD STUDENTS) AND TO THOSE INSTITUTIONS THAT RECEIVE THE MOST FEDERAL FUNDS. IN ADDITION TO FEDERAL SOURCES, RESEARCH IN THE SCIENCES, THE HUMANITIES AND THE HEALTH SCIENCES AREA IS FUNDED BY GIFTS AND GRANTS FROM PRIVATE FOUNDATIONS, CORPORATIONS AND INDIVIDUALS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$103,755,989	ExpenseAmt
Revenue	$101,817,738	RevenueAmt
Desc	AUXILIARIES PROVIDES SEVERAL SERVICES WHICH, ALTHOUGH NOT DIRECTLY RELATED TO ITS ACADEMIC MISSION, ARE NEVERTHELESS AN INTEGRAL PART OF THE OVERALL EDUCATIONAL EXPERIENCE OF ITS STUDENTS. THE PROVISION OF CAMPUS HOUSING AND BOARD PLANS, AND PHONE SERVICES ARE EXAMPLES OF CURRENT AUXILIARY SERVICES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$113,440,818	ExpenseAmt
Revenue	$45,986,701	RevenueAmt
Desc	OTHER SPONSORED PROGRAMS: THE UNIVERSITY'S LIBRARY SYSTEM IS COMPOSED OF FOUR PRIMARY UNITS: THE UNIVERSITY LIBRARY, THE CLEVELAND HEALTH SCIENCES LIBRARY, THE SCHOOL OF LAW LIBRARY AND THE LILLIAN & MILFORD HARRIS LIBRARY IN THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES. THE LIBRARIES OF THE UNIVERSITY SUPPORT THE UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND CONTAIN OVER 3 MILLION VOLUMES. CASE WESTERN RESERVE UNIVERSITY OFFERS ASSISTANCE TO ITS STUDENTS TO HELP MEET FINANCIAL NEED OR TO RECOGNIZE OUTSTANDING ACADEMIC ACHIEVEMENT AND PROMISE. ACADEMIC EXCELLENCE IS RECOGNIZED BY THE ACADEMIC AWARDS PROGRAM AND OTHER SCHOLARSHIP PROGRAMS OF THE UNDERGRADUATE COLLEGES AND BY VARIOUS ASSISTANTSHIPS, FELLOWSHIPS, SCHOLARSHIPS AND OTHER AWARDS OF INDIVIDUAL DEPARTMENTS IN THE SCHOOL OF GRADUATE STUDIES AND SEVERAL OF THE PROFESSIONAL SCHOOLS. CASE WESTERN RESERVE UNIVERSITY ACTIVELY PROMOTES THE DEVELOPMENT OF SERVICES AND PROGRAMS TO SUPPORT THE PHYSICAL, EMOTIONAL AND INTELLECTUAL WELL-BEING OF ITS STUDENTS.' THE PROGRAMS AND SERVICES ARE AVAILABLE TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ALIKE AND ARE DESIGNED TO PROVIDE POSITIVE, DEVELOPMENTAL OPPORTUNITIES BOTH TO SUPPLEMENT THE ACADEMIC EXPERIENCE AND ENRICH CAMPUS LIFE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$113,440,818	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$45,986,701	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$1,377,914,586	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	16277	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	10648	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	42	GoverningBodyVotingMembersCnt
Independent Voting Member	40	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRIAN BURNETT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2163682126	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441067006	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Eric Kaler
President, Ex Officio	60.0	Yes (X)	Yes (X)	$1,846,316	$0	$48,759
Aarti Chandna
Vice Chair of the Board of Trustees	2.0	Yes (X)		$0	$0	$0
Anand Swaminathan
Vice Chair of the Board of Trustees	2.0	Yes (X)		$0	$0	$0
Celia Weatherhead
Trustee	2.0	Yes (X)		$0	$0	$0
Charles Hallberg
Trustee	2.0	Yes (X)		$0	$0	$0
Charles J Koch
Trustee	2.0	Yes (X)		$0	$0	$0
Colleen Batcheler
Trustee	2.0	Yes (X)		$0	$0	$0
Daniel P Harrington
Trustee	2.0	Yes (X)		$0	$0	$0
David M Carr
Trustee	2.0	Yes (X)		$0	$0	$0
Debra Wilfong
Trustee	2.0	Yes (X)		$0	$0	$0
Dominic Ozanne
Trustee	2.0	Yes (X)		$0	$0	$0
Donald J Richards
Trustee	2.0	Yes (X)		$0	$0	$0
Frank N Linsalata
Trustee	2.0	Yes (X)		$0	$0	$0
Fred Disanto
Chairman of the Board of Trustees	2.0	Yes (X)		$0	$0	$0
Geoffrey Duyk MD PhD
Trustee	2.0	Yes (X)		$0	$0	$0
Gordon R Daily
Trustee	2.0	Yes (X)		$0	$0	$0
J David Heller
Trustee	2.0	Yes (X)		$0	$0	$0
Jacquelyn Nance
Trustee	2.0	Yes (X)		$0	$0	$0
James A Ratner
Trustee	2.0	Yes (X)		$0	$0	$0
James E Fleming Jr MD
Trustee	2.0	Yes (X)		$0	$0	$0
James Richman
Trustee	2.0	Yes (X)		$0	$0	$0
JoAnn Glick
Trustee	2.0	Yes (X)		$0	$0	$0
John Kobs II
Trustee	2.0	Yes (X)		$0	$0	$0
Joseph Mandato
Trustee	2.0	Yes (X)		$0	$0	$0
Julie Gerberding MD MPH
Vice Chair of the Board of Trustees	2.0	Yes (X)		$0	$0	$0
Kathy Magliato
Trustee	2.0	Yes (X)		$0	$0	$0
Laura Quatela
Trustee	2.0	Yes (X)		$0	$0	$0
Lawrence M Sears
Trustee	2.0	Yes (X)		$0	$0	$0
Mark Weinberger
Trustee	2.0	Yes (X)		$0	$0	$0
Milton Marquis
Trustee	2.0	Yes (X)		$0	$0	$0
Rexford Tibbens
Trustee	2.0	Yes (X)		$0	$0	$0
Richard Mueller
Trustee	2.0	Yes (X)		$0	$0	$0
Robert Pavey
Trustee	2.0	Yes (X)		$0	$0	$0
Roe Green
Trustee	2.0	Yes (X)		$0	$0	$0
Ronald Richard
Trustee	2.0	Yes (X)		$0	$0	$0
Sara Moll PhD
Trustee	2.0	Yes (X)		$0	$0	$0
Scott Cowen
Trustee	2.0	Yes (X)		$116,543	$0	$4,351
Stephen Hoffman
Trustee	2.0	Yes (X)		$0	$0	$0
Susan Mucciarone
Trustee	2.0	Yes (X)		$0	$0	$0
Thomas F McKee
Trustee	2.0	Yes (X)		$0	$0	$0
Thomas Mandel
Trustee	2.0	Yes (X)		$0	$0	$0
Vincent Gaudiani MD
Trustee	2.0	Yes (X)		$0	$0	$0
Virginia Barbato
Trustee	2.0	Yes (X)		$0	$0	$0
W Craig Bashein
Trustee	2.0	Yes (X)		$0	$0	$0
William Lewis
Trustee	2.0	Yes (X)		$0	$0	$0
John Sideras
Executive VP for Finance & CFO	60.0		Yes (X)	$1,341,948	$0	$49,688
Joy Ward
Provost & Executive Vice President (Beg 1/1/2024)	60.0		Yes (X)	$516,108	$0	$43,599
Michael Lee
Treasurer	60.0		Yes (X)	$229,208	$0	$33,287
Peter Poulos
VP, Gen Counsel, Secretary	60.0		Yes (X)	$665,499	$0	$48,775
Carol Moss
Sr. VP for University Relations and Development	60.0			$749,647	$0	$47,059	Yes (X)
Stanton Gerson
Sr. VP; Dean & Professor	60.0			$1,118,519	$0	$248,696	Yes (X)
Dale Baur
Professor	60.0			$695,850	$0	$48,212		Yes (X)
Gary Schwartz
Professor	60.0			$705,805	$0	$25,677		Yes (X)
Jonathan Haines
Professor	60.0			$565,425	$0	$50,216		Yes (X)
Michael William Konstan
Professor	60.0			$471,297	$0	$41,535		Yes (X)
Tim Milanich
Chief Investment Officer	60.0			$764,999	$0	$54,068		Yes (X)
Ben Vinson
Provost & Executive Vice President (End 6/30/23)	60.0			$497,025	$0	$28,818			Yes (X)
Cyrus Taylor
Professor	60.0			$238,812	$0	$41,840			Yes (X)
Pamela Davis
Professor	60.0			$493,051	$0	$44,124			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$11,016,052	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$858,704	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1062	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Independence Construction LLC
6400 E Schaaf Road	Independence	OH	44131	Construction Services	$34,845,761
Bon Appetit
10900 Euclid Avenue	Cleveland	OH	44106	Catering & Meal Plan Services	$18,785,289
The Krill Co Inc
1275 Main Ave	Cleveland	OH	44113	Construction Services	$5,192,970
Kelly Services Inc
PO Box 820405	Philadelphia	PA	191820405	Staffing Services	$4,807,363
Universal Protection Service LP
1440 Rockside Rd	Cleveland	OH	44134	Security Services	$2,439,134	Suite 109

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	109	CntrctRcvdGreaterThan100KCnt
Government Grants	$397,683,260	GovernmentGrantsAmt
All Other Contributions	$301,769,618	AllOtherContributionsAmt
Noncash Contributions	$504,227	NoncashContributionsAmt
Total Contributions	$699,452,878	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and Fees	611430	$639,672,054	$639,672,054
Sales and Service Aux	713940	$45,986,701	$44,564,473	$1,422,228
Sales and Service Edu	541800	$101,817,738	$101,817,738

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$787,476,493	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$44,463,921	TotalRevenueColumnAmt
Unrelated Business Revenue	$27,905,864	UnrelatedBusinessRevenueAmt
Exclusion	$16,558,057	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,525,341	TotalRevenueColumnAmt
Exclusion	$3,525,341	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$497,341	RealAmt
Personal	$249,693	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$731,594	RealAmt
Personal	$1,208,831	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$234,253	RealAmt
Personal	-$959,138	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,193,391	TotalRevenueColumnAmt
Unrelated Business Revenue	-$230,239	UnrelatedBusinessRevenueAmt
Exclusion	-$963,152	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,107,121,591	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,033,389,163	SecuritiesAmt
Other	$439,710	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$73,732,428	SecuritiesAmt
Other	-$439,710	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$73,292,718	TotalRevenueColumnAmt
Exclusion	$73,292,718	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,607,017,960	TotalRevenueColumnAmt
Related Or Exempt Func Income	$786,054,265	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$29,097,853	UnrelatedBusinessRevenueAmt
Exclusion	$92,412,964	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$295,095,005	TotalAmt
Program Services	$295,095,005	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$5,614,454	TotalAmt
Program Services	$5,614,454	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,202,003	TotalAmt
Program Services	$1,270,994	ProgramServicesAmt
Management And General	$4,153,761	ManagementAndGeneralAmt
Fundraising	$777,248	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$456,398,996	TotalAmt
Program Services	$396,662,129	ProgramServicesAmt
Management And General	$53,129,185	ManagementAndGeneralAmt
Fundraising	$6,607,682	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$34,767,245	TotalAmt
Program Services	$29,907,065	ProgramServicesAmt
Management And General	$4,305,158	ManagementAndGeneralAmt
Fundraising	$555,022	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$57,306,971	TotalAmt
Program Services	$48,186,494	ProgramServicesAmt
Management And General	$7,096,206	ManagementAndGeneralAmt
Fundraising	$2,024,271	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$28,302,286	TotalAmt
Program Services	$24,345,855	ProgramServicesAmt
Management And General	$3,504,615	ManagementAndGeneralAmt
Fundraising	$451,816	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,478,309	TotalAmt
Program Services	$586,513	ProgramServicesAmt
Management And General	$891,796	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$8,248,507	TotalAmt
Program Services	$434,421	ProgramServicesAmt
Management And General	$7,357,103	ManagementAndGeneralAmt
Fundraising	$456,983	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$755,429	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$755,429	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,100,675	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,100,675	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$48,245	TotalAmt
Fundraising	$48,245	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$67,687,283	TotalAmt
Program Services	$61,000,026	ProgramServicesAmt
Management And General	$6,457,428	ManagementAndGeneralAmt
Fundraising	$229,829	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,812,516	TotalAmt
Program Services	$1,696,708	ProgramServicesAmt
Management And General	$1,098,097	ManagementAndGeneralAmt
Fundraising	$17,711	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$92,989,954	TotalAmt
Program Services	$89,660,656	ProgramServicesAmt
Management And General	$2,995,377	ManagementAndGeneralAmt
Fundraising	$333,921	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$26,293,671	TotalAmt
Program Services	$12,594,054	ProgramServicesAmt
Management And General	$13,475,570	ManagementAndGeneralAmt
Fundraising	$224,047	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$73,197,038	TotalAmt
Program Services	$68,889,472	ProgramServicesAmt
Management And General	$4,291,379	ManagementAndGeneralAmt
Fundraising	$16,187	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18,091,547	TotalAmt
Program Services	$16,345,242	ProgramServicesAmt
Management And General	$1,361,792	ManagementAndGeneralAmt
Fundraising	$384,513	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,480,539	TotalAmt
Program Services	$4,578,571	ProgramServicesAmt
Management And General	$727,114	ManagementAndGeneralAmt
Fundraising	$174,854	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$27,630,115	TotalAmt
Program Services	$25,956,399	ProgramServicesAmt
Management And General	$1,673,716	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$13,188,262	TotalAmt
Program Services	$13,188,262	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$71,213,550	TotalAmt
Program Services	$59,961,342	ProgramServicesAmt
Management And General	$11,252,208	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$14,637,885	TotalAmt
Program Services	$2,653,754	ProgramServicesAmt
Management And General	$11,984,131	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
CCLCM	$147,835,180	$147,835,180	$0	$0
Research	$49,493,018	$49,493,018	$0	$0
Provision for Bad Debts	$7,159,514	$7,159,514	$0	$0
Maintenance Supplies	$3,862,179	$0	$3,862,179	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$22,991,925	TotalAmt
Program Services	$14,799,458	ProgramServicesAmt
Management And General	$7,976,690	ManagementAndGeneralAmt
Fundraising	$215,777	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,539,882,301	TotalAmt
Program Services	$1,377,914,586	ProgramServicesAmt
Management And General	$149,449,609	ManagementAndGeneralAmt
Fundraising	$12,518,106	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$220,773,766	BOYAmt
EOY	$207,036,380	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$131,948,032	BOYAmt
EOY	$71,617,838	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$215,308,013	BOYAmt
EOY	$253,678,699	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,886,868	BOYAmt
EOY	$15,862,035	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$39,448,523	BOYAmt
EOY	$34,699,378	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$103,990	BOYAmt
EOY	$104,326	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,554,104	BOYAmt
EOY	$8,575,716	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,308,137,847	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,432,338,545	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$761,746,595	BOYAmt
EOY	$875,799,302	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$656,157,736	BOYAmt
EOY	$760,068,458	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,737,421,107	BOYAmt
EOY	$1,765,189,141	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$470,466,558	BOYAmt
EOY	$494,279,724	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,261,815,292	BOYAmt
EOY	$4,486,910,997	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$85,759,846	BOYAmt
EOY	$107,614,498	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$385,096,670	BOYAmt
EOY	$355,122,562	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$523,812,717	BOYAmt
EOY	$572,880,670	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$213,932,255	BOYAmt
EOY	$168,300,171	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,208,601,488	BOYAmt
EOY	$1,203,917,901	EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$437,257,250	BOYAmt
EOY	$479,735,436	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,615,956,554	BOYAmt
EOY	$2,803,257,660	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,053,213,804	BOYAmt
EOY	$3,282,993,096	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,261,815,292	BOYAmt
EOY	$4,486,910,997	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$67,135,659	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$146,721,089	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$15,922,544	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$544,390,255	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$579,123,511	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$588,690,959	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$661,420,761	CurrentTaxYearMinus1YearAmt
Current Tax Year	$699,452,878	CurrentTaxYearAmt
Total	$3,073,078,364	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$544,390,255	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$579,123,511	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$588,690,959	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$661,420,761	CurrentTaxYearMinus1YearAmt
Current Tax Year	$699,452,878	CurrentTaxYearAmt
Total	$3,073,078,364	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$3,073,078,364	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,607,546	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,157,191	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,958,931	CurrentTaxYearMinus1YearAmt
Current Tax Year	$21,060,671	CurrentTaxYearAmt
Total	$107,784,339	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$674,211	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$438,475	CurrentTaxYearMinus1YearAmt
Current Tax Year	$301,469	CurrentTaxYearAmt
Total	$1,414,155	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$3,182,276,858	TotalSupportAmt
Gross Receipts Rltd Activities	$3,462,794,987	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.9657	PublicSupportCY170Pct
Public Support PY170	0.9652	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (true)	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	Yes (true)	MailingsMembersInd
Mailings Members	$460,741	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$639,934	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$1,100,675	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	STATE RELATIONS JULY 2023 - SEPTEMBER 2023 * 7/6/2023: Jennifer Ruggles - Attended AICUO call with Chancellor Randy Gardner re: Ohio independent higher education issues. OCTOBER 2023 - DECEMBER 2023 * 10/19/2023: Michael Oakes and Jennifer Ruggles - Meeting with Ohio Dept. of Health re: East Palestine research. * 11/9/2023: Jennifer Ruggles, Sean F. Lowe, Dan Bucci, Lauren Biddlecombe, and Steve Fening - Meeting with Lt. Governor Jon Husted staffer re: School of Engineering research and Cleveland Health Innovation District. * 12/1/2023: Michael Oakes, Jennifer Ruggles, Sean F. Lowe, Dan Bucci, and Steve Fening - Call with Rep. Darnell Brewer re: Ohio Capital Budget proposal. * 12/1/2023: Michael Oakes, Jennifer Ruggles, Sean F. Lowe, Dan Bucci, Andy Cornwell, and Steve Fening - Meeting with Rep. Bride Rose Sweeney re: Ohio Capital Budget proposal. * 12/1/2023: Michael Oakes, Jennifer Ruggles, Sean F. Lowe, Dan Bucci, Andy Cornwell, and Steve Fening - Meeting with Rep. Steve Demetriou re: Ohio Capital Budget proposal. * 12/1/2023: Michael Oakes, Jennifer Ruggles, and Steve Fening - Meeting with Rep. Tom Patton re: Ohio Capital Budget proposal. * 12/4/2023: Jennifer Ruggles, Sean F. Lowe, and Steve Fening - Call with Rep. Michael Skindell re: Ohio Capital Budget proposal. * 12/7/2023: Jennifer Ruggles, Sean F. Lowe, and Steve Fening - Call with Rep. Sean Brennan re: Ohio Capital Budget proposal. * 12/7/2023: Jennifer Ruggles, Sean F. Lowe, and Steve Fening - Call with Rep. Gayle Manning re: Ohio Capital Budget proposal. JANUARY 2024 - MARCH 2024 * 1/3/2024: Sean F. Lowe and Jennifer Ruggles - Emails to Representatives Skindell, Dell'Aquila, Sweeney, Brewer, Upchurch, Manning, Troy, Robinson, Brent, Patton, Brennan, and Demetriou re: Ohio Capital Budget proposal. * 1/18/2024: Jennifer Ruggles & Sean Lowe - Introduction to Chancellor Mike Duffey * 3/5/2024: Michael Oakes, Jennifer Ruggles and Sean F. Lowe - Call with Senator Kristina Roegner re: Ohio Capital Budget proposal. * 3/5/2024: Michael Oakes, Jennifer Ruggles and Sean F. Lowe - Call with Senator Vernon Sykes re: Ohio Capital Budget proposal. * 3/7/2024: Michael Oakes, Jennifer Ruggles, Sean F. Lowe and Steve Fening - Call with Senator Bill Reineke staff re: Ohio Capital Budget proposal. * 3/13/2024: Michael Oakes, Jennifer Ruggles, Sean F. Lowe and Steve Fening - Call with Senator Nathan Manning staff re: Ohio Capital Budget proposal. * 3/13/2024: Michael Oakes, Jennifer Ruggles, Sean F. Lowe - Call with Senator Nickie Antonio re: Ohio Capital Budget proposal. * 3/19/2024: Michael Oakes, Sean F. Lowe, and Steve Fening - Call with Senator Hearcel Craig staff re: Ohio Capital Budget proposal. * 3/27/2024: Michael Oakes, Jennifer Ruggles, Sean F. Lowe, and Steve Fening - Call with Senator Matt Dolan re: Ohio Capital Budget proposal. APRIL 2024 - JUNE 2024 * 5/1/2024: President Eric Kaler, Jennifer Ruggles, Sean F. Lowe, and Steve Fening - Call with Senator Matt Huffman re: Ohio Capital Budget proposal. * 5/3/2024: Jennifer Ruggles and Julian Rogers - Call with Representative Juanita Brent re: Higher education issues * 5/3/2024: Jennifer Ruggles and Julian Rogers - Call with Senator Kent Smith re: Higher education issues * 5/3/2024: Jennifer Ruggles and Julian Rogers - Call with Senator Nickie Antonio re: Higher education issues * 5/3/2024: Jennifer Ruggles and Julian Rogers - Call with Representative Darnell Brewer re: Higher education issues * 5/3/2024: Jennifer Ruggles and Julian Rogers - Call with Representative Bride Rose Sweeney re: Higher education issues * 5/3/2024: Jennifer Ruggles and Julian Rogers - Call with Representative Terrence Upchurch re: Higher education issues * 5/3/2024: Jennifer Ruggles and Julian Rogers - Call with Representative Michael Skindell re: Higher education issues * 5/3/2024: Jennifer Ruggles and Julian Rogers - Call with Representative Phil Robinson re: Higher education issues * 6/18/2024: Jennifer Ruggles, Sean F. Lowe, and Nick Barendt - Call with Ohio Governor Mike DeWine staff and Ohio Department of Higher Education staff re: NIST AI for Resilient Manufacturing Institute proposal. FEDERAL RELATIONS JULY 2023 - SEPTEMBER 2023 * 7/28/2023: Jennifer Ruggles, Katie Brancato, Michael Oakes, and Nick Barendt - Call with Senator Sherrod Brown staff re: EDA TechHubs proposal. * 8/31/2023: President Eric Kaler, Katie Brancato, Michael Oakes, Jennifer Ruggles, Sean F. Lowe, Lauren Biddlecombe, Anirban Sen Gupta, Dustin Tyler, and Vipin Chaudhary - Meeting with Congressman Max Miller re: higher education issues, Department of Defense research, Artificial Intelligence, and cybersecurity. * 9/12/2023: Michael Oakes, Jennifer Ruggles, Julian Rogers, Sean F. Lowe, Lauren Biddlecombe, Nick Barendt - Meeting with Congresswoman Emilia Sykes staff re: NSF Engines, EDA TechHubs, and higher education issues. OCTOBER 2023 - DECEMBER 2023 * 11/1/2023: Michael Oakes, Jennifer Ruggles, Sean F. Lowe, Dan Bucci, Chris Zorman, Lauren Biddlecombe, and Nick Barendt - Meeting with Senator JD Vance staffer re: East Palestine research, NSF Engines, and aerospace research. * 12/6/2023: Michael Oakes and Jennifer Ruggles - Meeting with Senator JD Vance re: East Palestine research. * 12/6/2023: Michael Oakes, Jennifer Ruggles, and Sean F. Lowe - Meeting with Congresswoman Marcy Kaptur staff re: Defense and Energy Appropriations. * 12/6/2023: Michael Oakes, Jennifer Ruggles, and Sean F. Lowe - Meeting with Congressman Max Miller staff re: NASA Appropriations. * 12/7/2023: Michael Oakes, Jennifer Ruggles, and Sean F. Lowe - Meeting with Senator Sherrod Brown staff re: NASA, Defense, and Labor HHS, and VA Appropriations. * 12/7/2023: Michael Oakes, Jennifer Ruggles, and Sean F. Lowe - Meeting with Congressman David Joyce staff re: Higher education issues and Labor HHS Appropriations. * 12/8/2023: Jennifer Ruggles and Sean F. Lowe - Email to Congressman Rudy Yakym re: Higher education issues. JANUARY 2024 - MARCH 2024 * 1/31/2024: Michael Oakes and Jennifer Ruggles - Call with Senator JD Vance staff re: East Palestine research. * 2/13/2024: Sean F. Lowe - Email to Congressman Dave Joyce staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congresswoman Emilia Sykes staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congressman Mike Turner staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congressman Max Miller staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congressman Bob Latta staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congressman Troy Balderson staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congressman Greg Landsman staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congressman Brad Wenstrup staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congressman Warren Davidson staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Congressman Mike Carey staff re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Senator Sherrod Brown re: Bayh-Dole and March-In Rights. * 2/13/2024: Sean F. Lowe - Email to Senator JD Vance staff re: Bayh-Dole and March-In Rights. * 2/16/2024: Michael Oakes and Jennifer Ruggles - Call with Senator JD Vance staff re: East Palestine research. * 3/1/2024: Sean F. Lowe and Jennifer Ruggles - Email to Congresswoman Shontel Brown staff re: FY 2025 Appropriations Requests (Defense, Labor-HHS, VA, CJS) * 3/1/2024: Sean F. Lowe and Jennifer Ruggles - Email to Congresswoman Marcy Kaptur staff re: FY 2025 Appropriations Requests (Defense, Labor-HHS, VA, CJS) * 3/1/2024: Sean F. Lowe and Jennifer Ruggles - Email to Congressman Max Miller staff re: FY 2025 Appropriations Requests (Defense, Labor-HHS, VA, CJS) * 3/1/2024: Sean F. Lowe and Jennifer Ruggles - Email to Congressman Dave Joyce staff re: FY 2025 Appropriations Requests (Defense, Labor-HHS, VA, CJS) * 3/1/2024: Sean F. Lowe and Jennifer Ruggles - Email to Senator Sherrod Brown staff re: FY 2025 Appropriations Requests (Defense, Labor-HHS, VA, HUD) * 3/1/2024: Sean F. Lowe and Jennifer Ruggles - Email to Senator JD Vance staff re: FY 2025 Appropriations Requests (Defense, Labor-HHS, VA, CJS) * 3/6/2024: Jennifer Ruggles and Sean F. Lowe - Meeting with Congressman David Joyce staff re: Defense Appropriations. * 3/18/2024: Michael Oakes, Jennifer Ruggles, and Sean F. Lowe - Call with Senator JD Vance staff re: East Palestine research. * 3/19/2024: Jennifer Ruggles and Sean F. Lowe - Meeting with Senator Sherrod Brown staff re: FY25 Appropriations. * 3/19/2024: Jennifer Ruggles and Sean F. Lowe - Meeting with Senator JD Vance staff re: FY25 Appropriations. * CONTINUED ON SCHEDULE O	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,956,613,221	BeginningYearBalanceAmt
Contributions	$54,332,512	ContributionsAmt
Investment Earnings Or Losses	$140,289,210	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$36,102,090	GrantsOrScholarshipsAmt
Other Expenditures	$43,291,457	OtherExpendituresAmt
Administrative Expenses	$3,993,618	AdministrativeExpensesAmt
End Year Balance	$2,067,847,778	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,890,707,449	BeginningYearBalanceAmt
Contributions	$28,295,748	ContributionsAmt
Investment Earnings Or Losses	$112,339,915	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$36,119,908	GrantsOrScholarshipsAmt
Other Expenditures	$34,289,584	OtherExpendituresAmt
Administrative Expenses	$4,320,399	AdministrativeExpensesAmt
End Year Balance	$1,956,613,221	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,004,374,171	BeginningYearBalanceAmt
Contributions	$76,287,145	ContributionsAmt
Investment Earnings Or Losses	-$117,489,880	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$26,736,996	GrantsOrScholarshipsAmt
Other Expenditures	$42,220,483	OtherExpendituresAmt
Administrative Expenses	$3,506,508	AdministrativeExpensesAmt
End Year Balance	$1,890,707,449	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,570,558,845	BeginningYearBalanceAmt
Contributions	$41,850,987	ContributionsAmt
Investment Earnings Or Losses	$461,720,411	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$36,102,090	GrantsOrScholarshipsAmt
Other Expenditures	$30,568,257	OtherExpendituresAmt
Administrative Expenses	$3,085,725	AdministrativeExpensesAmt
End Year Balance	$2,004,374,171	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,568,311,076	BeginningYearBalanceAmt
Contributions	$55,218,732	ContributionsAmt
Investment Earnings Or Losses	$20,199,205	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$35,658,143	GrantsOrScholarshipsAmt
Other Expenditures	$34,341,400	OtherExpendituresAmt
Administrative Expenses	$3,170,625	AdministrativeExpensesAmt
End Year Balance	$1,570,558,845	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0656	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.1828	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.7516	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$90,104,678	OtherCostOrOtherBasisAmt
Book Value	$90,104,678	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,537,137,894	OtherCostOrOtherBasisAmt
Depreciation	$1,080,591,698	DepreciationAmt
Book Value	$456,546,196	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,157,629	OtherCostOrOtherBasisAmt
Depreciation	$4,157,629	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$629,044,686	OtherCostOrOtherBasisAmt
Depreciation	$320,560,445	DepreciationAmt
Book Value	$308,484,241	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$47,692,960	OtherCostOrOtherBasisAmt
Depreciation	$27,028,773	DepreciationAmt
Book Value	$20,664,187	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$875,799,302	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$125,299,596	BookValueAmt
Method Valuation	F	MethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$1,639,808,615	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	Equity real estate	Desc
Book Value	$80,930	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,765,189,141	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
Funds Held By Others	$328,810,145
Health Education Campus	$145,493,939
RIght -of-use assets - operating leases	$19,975,640

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$494,279,724	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
Refundable advances	$20,116,777
Pension liability	$26,316,056
Refundable federal student loans	$15,371,199
Annuities payable	$29,427,673
Deferred income and other liabilities	$57,092,826
Operating Lease Obligations	$19,975,640

Field	Value	IRS element (for citing)
Total Liability	$168,300,171	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,751,739,510	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$146,721,089	NetUnrealizedGainsInvstAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$146,721,089	RevenueNotReportedAmt
Revenue Subtotal	$1,605,018,421	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,993,618	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$1,994,079	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,999,539	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,607,017,960	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,521,960,218	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$15,922,544	OtherExpensesIncludedAmt
Expenses Not Reported	-$15,922,544	ExpensesNotReportedAmt
Expenses Subtotal	$1,537,882,762	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,993,618	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$1,994,079	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$1,999,539	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,539,882,301	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnote	The University's collections of historically significant artifacts, scientific specimens, and art objects are held for education, research, scientific inquiry, and public exhibition. They are neither disposed of for financial gain nor encumbered in any manner. Accordingly, their value is not reflected in the University's consolidated financial statements.
Schedule D, Part III, Line 4 Collections of art - description of collections	The University's collection of historically significant artifacts, scientific specimens, and art objects are held for education, research, scientific inquiry and public exhibition.
Schedule D, Part V, Line 4 Intended uses of endowment funds	The University's endowments and other donor restricted investments are spent in accordance with the wishes of the donor. Such wishes are typically divided between the needs of the University (unrestricted in its use, plant funds, professorships or instructional, etc.) and the needs of the students (scholarships, awards and prizes, etc.).
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	The University is exempt from federal income tax to the extent provided under section 501(c)(3) of the Internal Revenue Code ('IRC'). The University is classified as an organization that is not a private foundation under section 509(a) of the IRC and, as such, gifts to the University qualify for deduction as charitable contributions. The University is exempt from federal income tax; however it is required to pay federal income tax on unrelated business income. The University did not have any material income tax liabilities for the years ended June 30, 2024 and 2023. ASC 740, "Income Taxes," prescribes a recognition threshold and measurement requirements for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. In addition, ASC 740 provides guidance on recognition, classification and disclosure requirements for uncertain tax provisions. The University has no financial reporting requirements associated with ASC 740 for the years ended June 30, 2024 and 2023.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	AMOUNTS INCLUDED IN RENTAL EXPENSE AND ROYALTIES EXPENSE ON THE STATEMENT OF REVENUE - PART VII LINE 6B THAT ARE RECORDED IN THE EXPENSES ON THE AUDITED FINANCIAL STATEMENTS - -1994079
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	PENSION LIFE CHANGES - -15170886 LIFE INCOME AGREEMENTS - -751658
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	AMOUNTS INCLUDED IN RENTAL EXPENSE AND ROYALTIES EXPENSE ON THE STATEMENT OF REVENUE - PART VII LINE 6B THAT ARE RECORDED IN THE EXPENSES ON THE AUDITED FINANCIAL STATEMENTS - -1994079

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	false	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY

The university meets the requirements of revenue procedure 75-50, 1975-1 C.B. 587, Part III, Section 4.03(2)(B).

Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT

The university provides financial aid, which is funded by gifts, endowment income and externally sponsored aid (including federal and state governmental sources), to students based on demonstrated financial need or academic merit. Government advances to qualified students are funded principally with federal loans to the university under the Perkins, nursing and health professions student loan programs.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
East Asia and the Pacific	0	5	Grantmaking	$465,722
East Asia and the Pacific	0	3	Program Services	$172,821	Study Abroad
Europe (Including Iceland and Greenland)	0	4	Grantmaking	$843,571
Europe (Including Iceland and Greenland)	0	7	Program Services	$1,148,225	Study Abroad
North America (Canada & Mexico only)	0	1	Grantmaking	$184,439
South Asia	0	2	Grantmaking	$130,631
South Asia	0	2	Program Services	$99,274	Study Abroad
Sub-Saharan Africa	6	17	Grantmaking	$3,990,092
East Asia and the Pacific	0	0	Investments	$202,116,865
Europe (Including Iceland and Greenland)	0	0	Investments	$287,532,622
North America (Canada & Mexico only)	0	0	Investments	$14,414,524
South America	0	0	Investments	$984,346
Sub-Saharan Africa	0	0	Investments	$13,219,065
Europe (Including Iceland and Greenland)	0	0	Program Services	$48,241	RESEARCH
South Asia	0	0	Program Services	$100,000	RESEARCH
Middle East and North Africa	0	3	Program Services	$64,582	STUDY ABROAD
East Asia and the Pacific	0	0	Program Services	$5,407	RESEARCH
North America (Canada & Mexico only)	0	0	Program Services	$100,802	STUDY ABROAD

Field	Value	IRS element (for citing)
Subtotal Offices	6	SubtotalOfficesCnt
Subtotal Employees	44	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	6	TotalOfficeCnt
Total Employee	44	TotalEmployeeCnt
Subtotal Spent	$525,515,020	SubtotalSpentAmt
Continuation Spent	$106,209	ContinuationSpentAmt
Total Spent	$525,621,229	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (38 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
East Asia and the Pacific	RESEARCH	$60,000	WIRE TRANSFER	$0	N/A	N/A
North America (Canada & Mexico only)	RESEARCH	$12,155	WIRE TRANSFER	$0	N/A	N/A
East Asia and the Pacific	RESEARCH	$50,305	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$267,214	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$774,787	WIRE TRANSFER	$0	N/A	N/A
East Asia and the Pacific	RESEARCH	$86,548	WIRE TRANSFER	$0	N/A	N/A
East Asia and the Pacific	RESEARCH	$21,713	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$2,329,258	WIRE TRANSFER	$0	N/A	N/A
East Asia and the Pacific	RESEARCH	$16,523	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$265,471	WIRE TRANSFER	$0	N/A	N/A
East Asia and the Pacific	RESEARCH	$136,905	WIRE TRANSFER	$0	N/A	N/A
North America (Canada & Mexico only)	RESEARCH	$87,056	WIRE TRANSFER	$0	N/A	N/A
East Asia and the Pacific	RESERACH	$93,727	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$76,789	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$245,340	WIRE TRANSFER	$0	N/A	N/A
South Asia	RESEARCH	$35,750	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$25,000	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$191,488	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$30,000	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$34,987	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$153,608	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$26,870	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$16,881	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$14,127	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$28,594	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$45,439	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$44,254	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$50,250	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$28,280	WIRE TRANSFER	$0	N/A	N/A
North America (Canada & Mexico only)	RESEARCH	$78,750	WIRE TRANSFER	$0	N/A	N/A
North America (Canada & Mexico only)	RESEARCH	$6,477	WIRE TRANSFER	$0	N/A	N/A
South Asia	RESEARCH	$25,000	WIRE TRANSFER	$0	N/A	N/A
South Asia	RESEARCH	$69,881	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$62,325	WIRE TRANSFER	$0	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$98,400	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$8,381	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$10,500	WIRE TRANSFER	$0	N/A	N/A
Sub-Saharan Africa	RESEARCH	$5,417	WIRE TRANSFER	$0	N/A	N/A

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	38	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds	The university requires itemized receipts and/or invoices for all expenditures. Transactions are reviewed and approved on multiple levels. This enables monitoring of the types and amounts of funds which are Expended outside of the United States.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	EAST ASIA AND THE PACIFIC-Accrual,Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements	EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Huron Consulting Group Inc
550 West Van Buren Street	Chicago	IL	60607	CONSULTING SERVICES	false	$0	$8,566	-$8,566
Grenzebach Glier & Associates
401 North Michigan Avenue	Chicago	IL	60611	Consulting Services	false	$0	$39,679	-$39,679

Field	Value	IRS element (for citing)
Total Gross Receipts	$0	TotalGrossReceiptsAmt
Total Retained By Contractors	$48,245	TotalRetainedByContractorsAmt
Total Net To Organization	-$48,245	TotalNetToOrganizationAmt
Licensed States	CO	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	WA	LicensedStatesCd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
TUITION AND FEES	11829	$210,389,703	$0	N/A	N/A
FELLOWS - TUITION AND FEES	5781	$80,534,599	$0	N/A	N/A
STIPENDS AND ALLOWANCES	2086	$4,170,703	$0	N/A	N/A

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule I, Part III, Column (b) Estimated Number of Recipients	Tuition and Fees: Estimate is based on the percentage of students who received assistance for tuition and fees in the prior year.
Schedule I, Part III, Column (b) Estimated Number of Recipients	Fellows - Tuition and Fees: Estimate is based on the percentage of students who received Fellowships for tuition and fees in the prior year.
Schedule I, Part III, Column (b) Estimated Number of Recipients	Stipends and Allowances: Estimate is based on the percentage of students who received stipends in the prior year.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	The Office of Sponsored Projects administration directs and facilitates pre- and post-award processes by ensuring compliance with federal, state and University guidelines. It also oversees regulatory compliance activities to ensure safe, ethical and responsible conduct of research. In addition, the office is responsible for enhancing the research infrastructure of the institution as well as developing and monitoring policies related to the stewardship of research activities.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Eric Kaler
President, Ex Officio	$1,365,978	$0	$390,000	$0	$90,338	$0	$35,028	$0	$13,731	$0	$1,895,075	$0	$75,000	$0
Ben Vinson
Provost & Executive Vice President (End 6/30/23)	$435,100	$0	$0	$0	$61,925	$0	$22,896	$0	$5,922	$0	$525,843	$0	$0	$0
John Sideras
Executive VP for Finance & CFO	$750,257	$0	$565,000	$0	$26,691	$0	$35,028	$0	$14,660	$0	$1,391,636	$0	$0	$0
Peter Poulos
VP, Gen Counsel, Secretary	$565,199	$0	$100,000	$0	$300	$0	$35,028	$0	$13,747	$0	$714,274	$0	$0	$0
Joy Ward
Provost & Executive Vice President (Beg 1/1/2024)	$514,866	$0	$0	$0	$1,242	$0	$35,028	$0	$8,571	$0	$559,707	$0	$0	$0
Michael Lee
Treasurer	$226,886	$0	$0	$0	$2,322	$0	$24,748	$0	$8,539	$0	$262,495	$0	$0	$0
Pamela Davis
Professor	$465,107	$0	$0	$0	$27,944	$0	$35,028	$0	$9,096	$0	$537,175	$0	$0	$0
Cyrus Taylor
Professor	$233,287	$0	$0	$0	$5,525	$0	$26,603	$0	$15,237	$0	$280,652	$0	$0	$0
Stanton Gerson
Sr. VP; Dean & Professor	$1,033,532	$0	$0	$0	$84,987	$0	$235,028	$0	$13,668	$0	$1,367,215	$0	$66,667	$0
Carol Moss
Sr. VP for University Relations and Development	$573,583	$0	$150,000	$0	$26,064	$0	$35,028	$0	$12,031	$0	$796,706	$0	$0	$0
Tim Milanich
Chief Investment Officer	$448,725	$0	$315,164	$0	$1,110	$0	$35,028	$0	$19,040	$0	$819,067	$0	$0	$0
Gary Schwartz
Professor	$705,805	$0	$0	$0	$0	$0	$14,937	$0	$10,740	$0	$731,482	$0	$0	$0
Dale Baur
Professor	$682,429	$0	$0	$0	$13,421	$0	$35,028	$0	$13,184	$0	$744,062	$0	$0	$0
Jonathan Haines
Professor	$560,934	$0	$0	$0	$4,491	$0	$35,028	$0	$15,188	$0	$615,641	$0	$0	$0
Michael William Konstan
Professor	$448,397	$0	$0	$0	$22,900	$0	$35,028	$0	$6,507	$0	$512,832	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travel	There may be instances where first class travel is necessary. In these instances prior approval must be secured. Reimbursement for upgraded travel that does not comply with the University guidelines is made at the policy supported economy class level.
Schedule J, Part I, Line 1a Travel for companions	The University Travel Policy stipulates no reimbursement for travel-related expenses of a companion unless it provides a clear and direct benefit to the University. The policy establishes the guidelines and approvals required. On occasion the president is asked to participate in off site professional meetings where leadership and their spouses from various Universities gather for professional development and other business purposes. The contract between the president and the University requires the spouse be available for such meetings.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	The University has followed its long established past practice of administering gross-up payments. Additionally, written policies were put into place in 2009.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use	The University provides housing for the President. The housing is on the edge of campus and is provided for the benefit of the University because of the substantial demands that it places on the President. A written policy has been approved by the Board of Directors.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	For health or social club dues or initiation fees, a written policy was in place and adhered to. At each year end a determination is made what portion is allocable as personal. The portion that is deemed personal is then added to the W-2 earnings and is taxable to the employee.
Schedule J, Part I, Line 1a Personal services	Cleaning services are provided at the University owned house occupied by the President. Periodically the University makes an assessment of the services and whether any portion is taxable to the President. At such time (if applicable) the taxable amount would be includable in W-2 wages for the President.
Schedule J, Part I, Line 7 Non-fixed payments	For non-fixed payments, accomplishment of set performance indicators both financial and non-financial are required to receive such payments
Schedule J, Part II, Column (F)	ERIC KALER WAS ISSUED $225,000 OF DEFERRED COMPENSATION FOR THE FISCAL YEAR ENEDED JUNE 30, 2022, NONE OF WHICH HAS BEEN PAID. 33-1/3% VESTED ON JUNE 30, 2022. AN ADDITIONAL 33-1/3% VESTED ON JUNE 30, 2023, AND THE FINAL 33-1/3% VESTED ON JUNE 30, 2024.
Schedule J, Part II, Column (F)	STANTON GERSON WAS ISSUED $200,000 OF DEFERRED COMPENSATION, NONE OF WHICH HAS BEEN PAID. 33-1/3% VESTED ON JUNE 30, 2022. AN ADDITIONAL 33-1/3% VESTED ON JUNE 30, 2023, AND THE FINAL 33-1/3% VESTED ON JUNE 30, 2024. GERON WAS ISSUED AN ADDITIONAL $200,000 OF DEFERRED COMPENSATION ON JUNE 30, 2024, NONE OF WHICH HAS BEEN PAID. 33-1/3% WILL VEST ON JUNE 30, 2025. AN ADDITIONAL 33-1/3% WILL VEST ON JUNE 30, 2026, AND THE FINAL 33-1/3% WILL VEST ON JUNE 30, 2027.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
A	346849674	67756BTA8	2006-12-21	$91,083,060	REFUND 1997A&C, 2002B AND 2004A	false	false	false
Ohio Higher Education Facility Commission
B	346849674	67756DCZ7	2015-02-01	$56,887,436	Construction of Building & Refund Triangle HUD Loan	false	false	false
Ohio Higher Education Facility Commission
C	346849674	67756DJY3	2016-11-30	$184,252,980	Refund Prior Bonds & CP II	Yes (true)	false	false
Ohio Higher Education Facility Commission
D	346849674	67756DRJ7	2018-05-31	$103,353,700	REFUND 2015B & CP	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$76,650,000	$0	$91,083,060	$0	$0	$0	$1,258,133	$0	$0	$0	$89,824,927	$0	2009	false	Yes (true)	Yes (true)	Yes (true)
B	$38,050,000	$0	$56,908,049	$0	$0	$0	$707,251	$0	$0	$47,097,641	$9,103,157	$0	2015	Yes (true)	false	Yes (true)	Yes (true)
C	$4,680,000	$47,090,000	$184,252,980			$0	$1,369,700	$0	$0	$0	$182,883,280	$0		Yes (true)	Yes (true)	Yes (true)	Yes (true)
D	$7,025,000	$0	$103,353,700	$0	$0	$0	$723,700	$0	$0	$0	$102,630,000	$0		Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.0	0.0	0.0	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.0267	0.0035	0.0302	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.0015	0.0038	0.0053	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.0035	0.0064	0.0099	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	Yes (true)	false	Yes (true)	false	false	false	false	Yes (true)
B	false	Yes (true)	false	Yes (true)	false	false	false	false	Yes (true)
C	false	Yes (true)	false	Yes (true)	false	false	false	false	Yes (true)
D	false	Yes (true)	false	Yes (true)	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond B	The difference in the amount indicated in Part II, Line 3 and the issue price in Part I, Column B is accrued interest.
Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond E	The difference in the amount indicated in Part II, Line 3 and the issue price in Part I, Column E is accrued interest.
Schedule K, Part II Issue Price and amount of Expenditures difference D2	There are proceeds in escrow due to the fact they are being used for construction. These proceeds are being drawn once the expenditures have occurred.
Schedule K, Part II Issue Price and amount of Expenditures difference A3	There are proceeds in escrow due to the fact they are being used for construction. These proceeds are being drawn once the expenditures have occurred.
Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond F	The difference in the amount indicated in Part II, Line 3 and the issue price in Part I, Column F is accrued interest.
Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond G	The difference in the amount indicated in Part II, Line 3 and the issue price in Part I, Column G is accrued interest.
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION The calculation for computing no rebate due was performed on 12/21/2021
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: Ohio Higher Education Facility Commission The calculation for computing no rebate due was performed on 02/25/2020
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: Ohio Higher Education Facility Commission The calculation for computing no rebate due was performed on 12/28/2021
Schedule K, Part IV, Line 2c COLUMN D	Issuer name: Ohio Higher Education Facility Commission The calculation for computing no rebate due was performed on 05/31/2023
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: OHIO HIGHER EDUCATION FACILITY COMMISSION The calculation for computing no rebate due was performed on 12/17/2024
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: OHIO HIGHER EDUCATION FACILITY COMMISSION The calculation for computing no rebate due was performed on 12/17/2024

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
OHIO HIGHER EDUCATION FACILITY COMMISSION
A	346849674	67756DVN3	2019-12-17	$38,305,538	REFUND 2015A AND BUILDING CONSTRUCTION	false	false	false
OHIO HIGHER EDUCATION FACILITY COMMISSION
B	346849674	67756DVP8	2019-12-17	$35,815,000	BUILDING CONSTRUCTION	false	false	false
OHIO HIGHER EDUCATION FACILITY
C	346849674	67756DZJ8	2021-12-01	$63,455,000	REFUND 2019A	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$38,319,274	$0	$0	$0	$0	$0	$0	$15,992,582	$22,326,692	$0	2022	Yes (true)	false	false	Yes (true)
B	$0	$0	$35,838,993	$0	$0	$0	$336,372	$0	$0	$35,478,628	$23,993	$0	2022	false	false	false	Yes (true)
C	$0	$0	$68,731,526	$0	$0	$0	$0	$0	$0	$0	$68,731,526	$0		Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	false	0.0084	0.0012	0.0096	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	Yes (true)	false	0.0	0.0	0.0	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	Yes (true)	false	0.0	0.0	0.0	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	Yes (true)	false	Yes (true)	false	false	false	false	Yes (true)
B	false	Yes (true)	false	Yes (true)	false	false	false	false	Yes (true)
C	false	Yes (true)	false	false	Yes (true)	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$123,016	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$198,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Equipment	12	$55,739	Cost
Yes (X)	Event Costs	16	$127,471	Cost

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Explanations of reporting method for number of contributions	FormAndLineReferenceDesc
Explanation	Other - Equipment The number of contributions received Other - Event Costs The number of contributions received Books and publications - The number of contributions received Real estate - Residential - The number of contributions received Art - Works of art - The number of contributions received	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 113,440,818 including grants of $)(Revenue $ 45,986,701) OTHER SPONSORED PROGRAMS: THE UNIVERSITY'S LIBRARY SYSTEM IS COMPOSED OF FOUR PRIMARY UNITS: THE UNIVERSITY LIBRARY, THE CLEVELAND HEALTH SCIENCES LIBRARY, THE SCHOOL OF LAW LIBRARY AND THE LILLIAN & MILFORD HARRIS LIBRARY IN THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES. THE LIBRARIES OF THE UNIVERSITY SUPPORT THE UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND CONTAIN OVER 3 MILLION VOLUMES. CASE WESTERN RESERVE UNIVERSITY OFFERS ASSISTANCE TO ITS STUDENTS TO HELP MEET FINANCIAL NEED OR TO RECOGNIZE OUTSTANDING ACADEMIC ACHIEVEMENT AND PROMISE. ACADEMIC EXCELLENCE IS RECOGNIZED BY THE ACADEMIC AWARDS PROGRAM AND OTHER SCHOLARSHIP PROGRAMS OF THE UNDERGRADUATE COLLEGES AND BY VARIOUS ASSISTANTSHIPS, FELLOWSHIPS, SCHOLARSHIPS AND OTHER AWARDS OF INDIVIDUAL DEPARTMENTS IN THE SCHOOL OF GRADUATE STUDIES AND SEVERAL OF THE PROFESSIONAL SCHOOLS. CASE WESTERN RESERVE UNIVERSITY ACTIVELY PROMOTES THE DEVELOPMENT OF SERVICES AND PROGRAMS TO SUPPORT THE PHYSICAL, EMOTIONAL AND INTELLECTUAL WELL-BEING OF ITS STUDENTS.' THE PROGRAMS AND SERVICES ARE AVAILABLE TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ALIKE AND ARE DESIGNED TO PROVIDE POSITIVE, DEVELOPMENTAL OPPORTUNITIES BOTH TO SUPPLEMENT THE ACADEMIC EXPERIENCE AND ENRICH CAMPUS LIFE.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	The University's Bylaws delegate authority to act on Board of Trustees' behalf to an executive committee that has broad authority to act on behalf of the Board of Trustees. The Executive Committee of the Board of Trustees consists of the Chair of the Board (who shall also serve as the Chair of the Executive Committee); the immediate past Chair of the Board (for the first two years after the immediate past Chair's term as Chair has ended); the Vice Chair(s) of the Board; the chairs of the Academic Affairs and Student Life, Audit, Campus Planning, Compensation, Development and University Relations, Finance, Investment, Research and Technology Transfer, and Trustees and Governance Committees (collectively "Standing Committees"); the President; and at least two, but no more than five, other Trustees (each such other Trustee, an "At-large EC Member"). At no time shall the number of members of the Executive Committee exceed eighteen. In the intervals between meetings of the Trustees, the Executive Committee shall have full power to take all and every action which the Trustees are authorized to take except: (a) the appointment and renewal of Trustees; (b) the filling of At-large EC Member vacancies on the Executive Committee; (c) the appointment of the Chair of the Board and Standing Committee chairs; (d) the election or removal from office of the President and approval of the President's total compensation arrangement; (e) the amendment of the Articles of Incorporation or Bylaws; and (f) the approval of any agreement that requires approval of the other party's or parties' full board(s). The Executive Committee shall meet at least three times during the year, and at such other times as the Chair of the Board or three members of the Executive Committee shall find necessary.
Form 990, Part VI, Line 11b Review of form 990 by governing body	The information to prepare the form 990 for the University is gathered by the Controller's office and the form prepared. All information is provided to its public accounting firm who reviews the return. The return is then reviewed by Senior Management and the Audit Committee of the Board of Trustees. The Form 990 is also made available to the University's board of trustees prior to filing. Trustees may raise their questions and comments with finance staff.
Form 990, Part VI, Line 12c Conflict of interest policy	The University's conflict of interest policy applies to the members of the board of trustees; all university officers; senior officials of the university; all university faculty with the exception of volunteer faculty in the school of medicine and faculty members who are not paid by the university (unless engaged in sponsored research); emeritus faculty who have an ongoing relationship with the university or who are engaged in sponsored research; post-doctoral fellows; all other employees; students; and trainees. Individuals covered by this policy must report any financial interest and the acceptance of any gifts, favors, or anything of value, by the individual or the individual's spouse, dependent children, domestic partner, or any other dependent person who is a member of the same household as the individual, that directly or indirectly might influence or appear to a reasonable person to influence the individual's responsibilities as a member of the university. Individuals covered by the policy who engage in research must report any financial interest, no matter how small, that the individual or the individual's spouse, dependent children, domestic partner, or any other dependent person living in the same household as the individual, has in any entity that sponsors or supports the research or that holds a financial interest in the subject of the research, and also must report the acceptance of any gift, favor, or anything of value from an entity that sponsors the research or that holds a financial interest in the subject of the research. Individuals covered by the policy also must report whenever a previously reported conflict of interest is eliminated. The university's reporting process is administered by the university's conflict of interest office, except that reporting by members of the board of trustees, the president, the provost, all senior officials of the university, as well as the chair of the conflict of interest committee, which is administered by the office of general counsel. Each year, individuals covered by the policy must report in writing any activities listed above. Reports called for by the conflict of interest committee are submitted to that committee. Reports called for by the office of general counsel are submitted to that office. The reports received by the conflict of interest committee are shared with the deans and department chairs of the reporting faculty. Individuals covered by this policy who are not required to report to the conflict of interest committee (other than those described above who must report to the office of general counsel or the president) must report any financial interest that relates to their university responsibilities to their supervisors at their annual review. Supervisors who determine that an individual may have a conflict of interest must report this to the conflict of interest office for further review. Individuals also must report to the conflict of interest office or the office of general counsel, as appropriate, within 10 days after they become aware of a reportable interest or after a conflict of interest has been eliminated. Individuals who have no reportable interests must still submit an annual report to be in compliance with this policy. The office of general counsel conducts an initial review of all the reports it receives. The conflict of interest office conducts an initial review of all reports it receives. If necessary, they obtain additional information from the individual covered by the policy and from other individuals who possess relevant information. The office of the general counsel or the conflict of interest office, as appropriate, then identifies those activities that must be reviewed and approved by the conflict of interest committee, and those activities that may proceed without review by the conflict of interest committee. The office of the general counsel or the conflict of interest office, as appropriate, notifies the conflict of interest committee or the board of trustees of those activities that must be reviewed and approved. In reviewing a reported activity, the conflict of interest committee assumes that the activity cannot be undertaken without a suitable management plan. However, in some cases, the activity may be approvable without a management plan. In determining whether a management plan is required, the conflict of interest committee considers the significance of the conflict of interest (such as the size of the individual's financial interest); whether or not the individual is uniquely qualified by virtue of expertise and experience to conduct the research project and the research could not be conducted as safely or effectively without that individual; and the degree of risk imposed on research subjects.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	This is in response to questions 15a and 15b. The university has adopted an executive compensation and intermediate sanctions policy to ensure that its compensation arrangements with related parties are evaluated and compensation that is paid to a related party is reasonable and reflects fair market value. The policy applies for determining the financial arrangements with individuals that are determined to be disqualified persons with respect to the university. "disqualified person" means a person who is or has been in a position to exercise substantial influence over the affairs of the university during the five years ending on the date of the transaction, a member of his or her family, or an entity in which the disqualified person has in excess of thirty-five (35%) percent control. Persons holding the following powers and responsibilities are deemed to be in a position to exercise substantial control over the organization: voting members of the board, the president, the chief executive officer, the chief investment officer, chief administrative officer, the treasurer and the chief financial officer. Others may be in a position to exercise substantial control over the university if the facts and circumstances justify such a conclusion. The compensation committee of the board of directors of the university endeavors to establish the rebuttable presumption of reasonableness by reviewing transactions which raise the risk of conferring an excess benefit. The committee will accomplish this by complying with the following procedures whenever a potential risk is identified: A. The transaction shall be approved in advance by the compensation committee of the board, or other parties authorized by the board to act on its behalf composed entirely of individuals who do not have a conflict of interest with respect to the transaction. B. A person has a conflict of interest if that person: (1) is a disqualified person or a family member thereof; (2) is in an employment relationship subject to the direction or control of a disqualified person; (3) receives compensation subject to approval by a disqualified person; (4) has a material financial interest affected by the transaction; or (5) has previously received an economic benefit through a Transaction approved by the disqualified person. C. The compensation committee of the board shall obtain and rely upon appropriate data as to the comparability of the terms of the transaction prior to making its decision. D. The compensation committee of the board of trustees has Appropriate comparability data if, considering the knowledge and expertise of its members, it has sufficient information to determine that the transaction in its entirety is reasonable or at fair market value. E. Relevant information with respect to a compensation transaction includes: (1) compensation paid by similar organizations for functionally comparable positions; (2) the availability of similar services within the geographic area; (3) current compensation surveys performed by independent firms; and (4) written offers from competing entities for the services of the disqualified person. F. Relevant information with respect to a property transaction includes: (1) current independent appraisals; and (2) offers received in a competitive and open bidding process. G. The compensation committee or other parties authorized by the board shall adequately document the basis for its determination concurrently with making that decision. Adequate documentations must include: (1) The terms of the transaction approved; (2) The date the transaction is approved; (3) The members of the decision making body present during debate and who participated in voting; (4) The comparability data obtained and relied upon and how it was obtained; and (5) Any actions taken by anyone who had a conflict of interest with respect to the transaction (persons with a conflict of interest must not be present at the time of a vote and this must be documented in the minutes).
Form 990, Part VI, Line 15b Process to establish compensation of other employees	See Above
Form 990, Part VI, Line 19 Required documents available to the public	These documents are made available upon request. The 990 Return is posted on the Division of Finance Office website in addition to the external website Guidestar. Financial Statements are available on the University's website.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	LIFE INCOME ACTUARIAL ADJUSTMENT - 751658; PENSION PLAN CHANGES - 15170886;
Schedule C, Part II-B, Line 1 Continued	* 3/19/2024: Jennifer Ruggles and Sean F. Lowe - Meeting with Congresswoman Marcy Kaptur staff re: FY25 Appropriations. * 3/19/2024: Jennifer Ruggles - Meeting with Congresswoman Shontel Brown staff re: FY25 Appropriations. * 3/19/2024: Jennifer Ruggles and Sean F. Lowe - Meeting with Congressman Max Miller staff re: FY25 Appropriations. APRIL 2024 - JUNE 2024 * 4/3/2024: Sean F. Lowe - Email to Congresswoman Emilia Sykes staff re: ARPA-H * 4/3/2024: Sean F. Lowe - Email to Congresswoman Shontel Brown staff re: ARPA-H * 4/3/2024: Sean F. Lowe - Email to Congressman Mike Turner staff re: ARPA-H * 4/3/2024: Sean F. Lowe - Email to Congressman Dave Joyce staff re: ARPA-H * 4/3/2024: Sean F. Lowe - Email to Congressman Bob Latta staff re: ARPA-H * 4/3/2024: Sean F. Lowe - Email to Congressman Troy Balderson staff re: ARPA-H * 4/3/2024: Sean F. Lowe - Email to Congresswoman Marcy Kaptur staff re: ARPA-H * 4/3/2024: Sean F. Lowe - Email to Congressman Max Miller staff re: ARPA-H * 4/15/2024: Jennifer Ruggles and Julian Rogers - Call with Congresswoman Shontel Brown staff re: Higher education issues and FY25 appropriations. * 4/30/2024: Jennifer Ruggles and Sean F. Lowe - Email to Congresswoman Shontel Brown staff re: FY25 NIH Appropriations * 5/2/2024: Sean F. Lowe - Email to Congressman Dave Joyce staff re: FY25 HHS Appropriations * 5/15/2024: Michael Oakes, Jennifer Ruggles, and Sean F. Lowe - Call with Senator JD Vance staff re: East Palestine research. * 6/18/2024: Jennifer Ruggles and Sean F. Lowe - Call with Congressman David Joyce staff re: Defense appropriations. * 6/18/2024: Jennifer Ruggles and Sean F. Lowe - Call with Congressman Max Miller staff re: Defense appropriations. * 6/18/2024: Jennifer Ruggles and Sean F. Lowe - Call with Congresswoman Shontel Brown staff re: Defense appropriations. * 6/26/2024: Jennifer Ruggles and Sean F. Lowe - Meeting with Senator Sherrod Brown staff re: FY25 appropriations. * 6/26/2024: Jennifer Ruggles and Sean F. Lowe - Meeting with Senator JD Vance staff re: FY25 appropriations. * 6/26/2024: Jennifer Ruggles and Sean F. Lowe - Meeting with Congressman David Joyce staff re: FY25 appropriations.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ERIE TIMBER LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	200409132	TIMBER FARM	OH	$512,054	$17,364,471	CASE WESTERN RESERVE UNIVERSITY
ERIE FOREST INVESTMENTS LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	205742452	TIMBER FARM	OH	$0	$0	ERIE TIMBER
CASE DENTAL MEDICINE SUPPORT SERVICES LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	264812902	HEALTH CARE	OH	$2,014,143	$0	CASE WESTERN RESERVE UNIVERSITY
CWRU SCHOOL OF DENTISTRY ADMIN SUPPORT LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	043744118	HEALTH CARE	OH	$56,033	$0	CASE WESTERN RESERVE UNIVERSITY
FPB Clinical Practice LLC
10900 Euclid Avenue	Cleveland	OH	44106	823519571	HEALTH CARE	OH	$0	$0	Case Western Reserve University
CWRU SCHOOL OF DENTAL MEDICINE AMBULATORY SURGICAL CENTER LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	933957445	HEALTH CARE	OH	$0	$0	CASE WESTERN RESERVE UNIVERSITY