2018-05-09T18:00:33-05:00 2017-06-30 134008324 PricewaterhouseCoopers LLP 2001 Market Street Suite 1800 Philadelphia PA 19103 990 2016-07-01 341018992 CASE WESTERN RESERVE UNIVERSITY CASE 2163682126 10900 EUCLID AVENUE CLEVELAND OH 441067006 John F Sideras Senior VP of Finance and CFO 2018-05-09 true P00460263 2673303000 2016 2021-01-29 14:40:06Z BARBARA R SNYDER 10900 EUCLID AVENUE CLEVELAND OH 441067006 4033407611 false X HTTP://WWW.CASE.EDU X 1826 OH 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. 41 40 10344 568 3862644 -74432 541474342 522983689 560336886 573680006 45548910 59670578 -404098 -266358 1146956040 1156067915 175178169 179019769 0 449872920 473364706 155659 247111 13599369 472508294 490239626 1097715042 1142871212 49240998 13196703 2952128678 3108732067 874200915 822572896 2077927763 2286159171 X 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 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. false false 499149652 156846798 451873734 THE ACADEMIC PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY ARE ADMINISTERED THROUGH ITS SCHOOLS AND COLLEGES. CURRENTLY 11,365 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. 350870268 22172971 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. 85036660 74518467 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. 79274531 47287805 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. 79274531 47287805 1014331111 true false false true false false false true false true true true false true true true false true true true true true false true false false false false true true true false false false false false false false false false false true true false false true false false false false true 14185 0 true 10344 true true true false false false false true true false false false false X 41 40 false false false false false false false true true false false true true true true true true true true false AK AZ CO DC ME MD MA MI NH NY OH OK OR PA WA X X JOHN F SIDERAS 2163682126 10900 EUCLID AVENUE CLEVELAND OH 441067006 Barbara Snyder President; Ex Officio Trustee 60.0 X X 1518328 0 331493 Virginia Barbato Trustee 2.0 X 0 0 0 Colleen Batcheler Trustee 2.0 X 0 0 0 Linda Burnes Bolton PhD Trustee 2.0 X 0 0 0 Timothy J Callahan Vice Chair of The Board of Trustees 2.0 X 0 0 0 Archie G Co Trustee 2.0 X 0 0 0 Scott Cowen Trustee 2.0 X 0 0 0 Fred DiSanto Trustee 2.0 X 0 0 0 Thalia Dorwick PhD Vice Chair of The Board of Trustees 2.0 X 0 0 0 Geoffrey Duyk MD PhD Trustee 2.0 X 0 0 0 Gregory Eastwood MD Trustee 2.0 X 0 0 0 Charles D Fowler Trustee 2.0 X 0 0 0 Vincent Gaudiani MD Trustee 2.0 X 0 0 0 Julie Gerberding MD MPH Trustee 2.0 X 0 0 0 Susie Gharib Trustee 2.0 X 0 0 0 Joie A Gregor Trustee 2.0 X 0 0 0 Charles Hallberg Trustee 2.0 X 0 0 0 Daniel P Harrington Trustee 2.0 X 0 0 0 Samir N Jadallah Trustee 2.0 X 0 0 0 Mary Ann Jorgenson Trustee 2.0 X 0 0 0 Hemant R Kanakia PhD Trustee 2.0 X 0 0 0 Charles J Koch Trustee 2.0 X 0 0 0 Frank N Linsalata Trustee 2.0 X 0 0 0 Toby Lewis Trustee 2.0 X 0 0 0 George L Majoros Jr Trustee 2.0 X 0 0 0 Joseph Mandato Trustee 2.0 X 0 0 0 Thomas Mandel Trustee 2.0 X 0 0 0 Milton Marquis Trustee 2.0 X 0 0 0 Ellen Stirn Mavec Trustee 2.0 X 0 0 0 Thomas F McKee Trustee 2.0 X 0 0 0 Sara Moll PhD Trustee 2.0 X 0 0 0 Dominic Ozanne Trustee 2.0 X 0 0 0 Robert Pavey Trustee 2.0 X 0 0 0 James Ratner Trustee 2.0 X 0 0 0 Donald J Richards Vice Chair of The Board of Trustees 2.0 X 0 0 0 Joseph A Sabatini Trustee 2.0 X 0 0 0 Eric Schnurr Trustee 2.0 X 0 0 0 Theodore L Schroeder Trustee 2.0 X 0 0 0 Alan L Schwartz MD PhD Trustee 2.0 X 0 0 0 Lawrence M Sears Trustee 2.0 X 0 0 0 Andrew Wasynczuk Trustee 2.0 X 0 0 0 Celina Weatherhead Trustee 2.0 X 0 0 0 Mark Weinberger Trustee 2.0 X 0 0 0 James C Wyant PhD Chairman of The Board of Trustees 2.0 X 0 0 0 William Baeslack Provost & Executive Vice President 60.0 X 537761 0 40948 Robert Brown Treasurer 60.0 X 244102 0 27597 Elizabeth Keefer Senior VP of Administration, General Counsel & Secretary 60.0 X 729910 0 36419 John Sideras Sr. Vice President for Finance & CFO 60.0 X 497869 0 44610 Sally Staley Chief Investment Officer 60.0 X 527934 0 34610 Pamela Davis Vice President, Dean & Professor 60.0 X 848118 0 35891 Bruce Loessin Sr. VP for University Relations and Development 60.0 X 597931 0 42361 Cyrus Taylor Professor & Dean 60.0 X 358628 0 66689 Dale Baur Associate Professor 60.0 X 579403 0 43896 Mark Chance Professor 60.0 X 474246 0 44610 Gerald Ferretti Professor 60.0 X 586439 0 42254 Stanton Gerson Professor 60.0 X 462523 0 39972 Jonathan Haines Professor 60.0 X 468751 0 41082 8431943 0 872432 763 false true true BON APPETIT 10900 EUCLID AVENUE CLEVELAND OH 44106 CATERING & MEAL PLAN SERVICES 13315864 Krill Company Inc 1275 Main Ave Cleveland OH 44113 Construction Services 6135627 Kelly Services Inc PO BOX 820405 PHILADELPHIA PA 191820405 Staffing Services 5727079 Albert M Higley Co 2926 Chester Ave Cleveland OH 44114 Construction Services 3587859 Dunlop Johnston Inc 5498 Innovation Dr Valley City OH 44280 Construction Services 2482952 75 289810962 233172727 2134865 522983689 Tuition and Fees 611430 451873734 451873734 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C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY STATE RELATIONS July 2016 - September 2016 * Jennifer Ruggles, Julie Rehm - Participated in Conference Call with Medicaid Director McCarthy * Jennifer Ruggles, Julie Rehm - Participated in discussions with Ohio Dept. of Higher Education re: Ohio Healthcare Innovation Alliance * Jennifer Ruggles, Julie Rehm - Met with JobsOhio, Ted Griffith, to discuss IT projects including Internet of Things * Jennifer Ruggles - Attended Ohio Medical School Dean's Meeting with Rep. Barbara Sears October 2016 - December 2016 * Julie Rehm, Jennifer Ruggles - Participated in Conference Call with Chancellor John Carey, re: Medical School Line Items * Julie Rehm, Jennifer Ruggles - Call with Director McCarthy and Barbara Sears, Ohio Department of Medicaid re: Medical School Line Items * Jennifer Ruggles, Julie Rehm - Met with JobsOhio staff to discuss IT projects including Internet of Things * Jennifer Ruggles - Participated in meetings with the Ohio Dept. of Education re: dental education opportunities * Jennifer Ruggles - Participated in meetings with the Ohio Dept. of Education: OHIA Proposal * Jennifer Ruggles - Attended Ohio Medical School Dean's meeting with officials from the State of Ohio Medical Board January 2017 - March 2017 * Jennifer Ruggles, Julie Rehm - Participated in meeting with the Lt. Governor, Mary Taylor re: Northeast Ohio region and CWRU state priorities April 2017 - June 2017 * Julie Rehm, Jenn Ruggles - Attended meetings with Senator Obhof, House Finance Chair Ryan Smith and Chancellor Carey re: HB 49, 149 * Jennifer Ruggles - Attended House and Senate Testimony re: medical school line items * Jennifer Ruggles - Attended Ohio Medical School Dean's meeting with Reps. Huffman and Johnson and Senators Manning and Gardner re: medical school line items FEDERAL RELATIONS July 2016 - September 2016 * Jennifer Ruggles - Conference Call with Congressman Joyce's and Congressman Renacci's office about Nurse Midwives Legislation * Julie Rehm, Jennifer Ruggles - Met with staff from Offices of Congressman Tim Ryan, Congressman David Joyce, Congressman Price, Congressman Turner, Congressman Renacci, Congresswoman Kaptur, and Senator Brown, Senate Defense Appropriations Committee Staff re: FY17 Appropriation Requests * Jennifer Ruggles, Ryan Pierce - Met with Senate Appropriations Staffer re: defense appropriation requests October 2016 - December 2016 * Jennifer Ruggles - Met with staff from Congressman Renacci's Office re: Endowments, Think[box] and HoloLens * Jennifer Ruggles, Ryan Pierce - Participated in phone call with Senator Brown's Office re: Energy Appropriations * Julie Rehm, Jennifer Ruggles - Met with staff from Offices of Congressman Tim Ryan, Congressman David Joyce, Congressman Tiberi, Congressman Stivers, Congressman Renacci, Congresswoman Kaptur, and Senator Brown re: FY17 Appropriation Requests * Jennifer Ruggles - Met with Agency Staff including Maternal Child Health Workforce Dev., Deputy Asst. Secretary, HHS re: Autism JANUARY 2017 - MARCH 2017 * Julie Rehm, Jennifer Ruggles - Met with staff from Offices of Congressman Turner, Congressman Renacci, Congresswoman Tiberi, Congressman Joyce, Congresswoman Kaptur, Congressman Ryan, Senate Appropriations Defense Committee and Senator Brown, re: FY17 Appropriation Requests and Endowments April 2017- June 2017 * Julie Rehm, Jenn Ruggles - Participated in call with Office of Congressman Ryan re: Defense Appropriation Requests * Jennifer Ruggles - Participated in Conference Call with staff from the CDC re: Autism * Julie Rehm, Jenn Ruggles - Attended meetings with U.S. Representatives Jim Renacci, Tim Ryan and Marcy Kaptur, Marsha Fudge and Senator Brown, as well as staff from the offices of Senators Sherrod Brown, Congressman Tim Ryan, Congressman Tiberi and the Defense Appropriations Committee regarding FY17 education and research priorities and appropriations requests. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY STATE RELATIONS July 2016 - September 2016 * Jennifer Ruggles, Julie Rehm - Participated in Conference Call with Medicaid Director McCarthy * Jennifer Ruggles, Julie Rehm - Participated in discussions with Ohio Dept. of Higher Education re: Ohio Healthcare Innovation Alliance * Jennifer Ruggles, Julie Rehm - Met with JobsOhio, Ted Griffith, to discuss IT projects including Internet of Things * Jennifer Ruggles - Attended Ohio Medical School Dean's Meeting with Rep. Barbara Sears October 2016 - December 2016 * Julie Rehm, Jennifer Ruggles - Participated in Conference Call with Chancellor John Carey, re: Medical School Line Items * Julie Rehm, Jennifer Ruggles - Call with Director McCarthy and Barbara Sears, Ohio Department of Medicaid re: Medical School Line Items * Jennifer Ruggles, Julie Rehm - Met with JobsOhio staff to discuss IT projects including Internet of Things * Jennifer Ruggles - Participated in meetings with the Ohio Dept. of Education re: dental education opportunities * Jennifer Ruggles - Participated in meetings with the Ohio Dept. of Education: OHIA Proposal * Jennifer Ruggles - Attended Ohio Medical School Dean's meeting with officials from the State of Ohio Medical Board January 2017 - March 2017 * Jennifer Ruggles, Julie Rehm - Participated in meeting with the Lt. Governor, Mary Taylor re: Northeast Ohio region and CWRU state priorities April 2017 - June 2017 * Julie Rehm, Jenn Ruggles - Attended meetings with Senator Obhof, House Finance Chair Ryan Smith and Chancellor Carey re: HB 49, 149 * Jennifer Ruggles - Attended House and Senate Testimony re: medical school line items * Jennifer Ruggles - Attended Ohio Medical School Dean's meeting with Reps. Huffman and Johnson and Senators Manning and Gardner re: medical school line items FEDERAL RELATIONS July 2016 - September 2016 * Jennifer Ruggles - Conference Call with Congressman Joyce's and Congressman Renacci's office about Nurse Midwives Legislation * Julie Rehm, Jennifer Ruggles - Met with staff from Offices of Congressman Tim Ryan, Congressman David Joyce, Congressman Price, Congressman Turner, Congressman Renacci, Congresswoman Kaptur, and Senator Brown, Senate Defense Appropriations Committee Staff re: FY17 Appropriation Requests * Jennifer Ruggles, Ryan Pierce - Met with Senate Appropriations Staffer re: defense appropriation requests October 2016 - December 2016 * Jennifer Ruggles - Met with staff from Congressman Renacci's Office re: Endowments, Think[box] and HoloLens * Jennifer Ruggles, Ryan Pierce - Participated in phone call with Senator Brown's Office re: Energy Appropriations * Julie Rehm, Jennifer Ruggles - Met with staff from Offices of Congressman Tim Ryan, Congressman David Joyce, Congressman Tiberi, Congressman Stivers, Congressman Renacci, Congresswoman Kaptur, and Senator Brown re: FY17 Appropriation Requests * Jennifer Ruggles - Met with Agency Staff including Maternal Child Health Workforce Dev., Deputy Asst. Secretary, HHS re: Autism JANUARY 2017 - MARCH 2017 * Julie Rehm, Jennifer Ruggles - Met with staff from Offices of Congressman Turner, Congressman Renacci, Congresswoman Tiberi, Congressman Joyce, Congresswoman Kaptur, Congressman Ryan, Senate Appropriations Defense Committee and Senator Brown, re: FY17 Appropriation Requests and Endowments April 2017- June 2017 * Julie Rehm, Jenn Ruggles - Participated in call with Office of Congressman Ryan re: Defense Appropriation Requests * Jennifer Ruggles - Participated in Conference Call with staff from the CDC re: Autism * Julie Rehm, Jenn Ruggles - Attended meetings with U.S. Representatives Jim Renacci, Tim Ryan and Marcy Kaptur, Marsha Fudge and Senator Brown, as well as staff from the offices of Senators Sherrod Brown, Congressman Tim Ryan, Congressman Tiberi and the Defense Appropriations Committee regarding FY17 education and research priorities and appropriations requests. X X false 1350103878 28984223 147921236 22466142 39756762 3549927 1461236506 1439174377 30818788 -50526381 33980534 31791777 3590595 1350103878 1380515000 76062659 53566932 32844729 35040423 3085062 1439174377 1256078855 16174347 174202804 30647318 32661346 2632342 1380515000 1223893000 12199225 82557160 22426746 37768807 2374977 1256078855 0.0374 0.4297 0.5329 true false 39961857 39961857 1398190803 762271803 635919000 1449450 648498 800952 290628962 232029620 58599342 44919867 23118947 21800920 757082071 467392914 F 784050461 F Equity real estate 80930 F 1251524305 Funds Held By Others 337553083 337553083 Refundable advances 6127447 Pension liability 101817397 Refundable federal student loans 28223443 Annuities payable 34240725 Deferred income and other liabilities 59712977 230121989 X 1322182112 176915548 0 176915548 1145266564 13098229 -2296878 10801351 1156067915 1113950705 -18119157 -18119157 1132069862 13098229 -2296879 10801350 1142871212 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, 2017 and 2016. 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, 2017 and 2016. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements AMOUNTS INCLUDED IN RENTAL EXPENSE ON THE STATEMENT OF REVENUE - PART VIII, LINE 6B THAT ARE RECORDED IN EXPENSES ON THE AUDITED FINANCIAL STATEMENTS - -2296878 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 PENSION PLAN CHANGES - -2019328 LIFE INCOME ACTUARIAL CHANGES - -16099829 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements AMOUNTS INCLUDED IN RENTAL EXPENSE ON THE STATEMENT OF REVENUE - PART VIII LINE 6B THAT ARE RECORDED IN THE EXPENSES ON THE AUDITED FINANCIAL STATEMENTS - -2296879 true true true true true true true false false false false false false false false true false true 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. true Central America and the Caribbean 0 108 Program Services STUDY ABROAD 58412 East Asia and the Pacific 0 0 Grantmaking 1114318 East Asia and the Pacific 0 88 Program Services Study Abroad 127140 Europe (Including Iceland and Greenland) 0 0 Grantmaking 493107 Europe (Including Iceland and Greenland) 0 0 Program Services Research 50000 Europe (Including Iceland and Greenland) 0 414 Program Services Study Abroad 838053 Middle East and North Africa 0 0 Grantmaking 8000 Middle East and North Africa 0 9 Program Services Study Abroad 31813 North America (Canada & Mexico only) 0 0 Grantmaking 13253 South America 0 0 Grantmaking 255968 South America 0 24 Program Services Study Abroad 104458 South Asia 0 0 Conference Travel 500 South Asia 0 0 Grantmaking 11000 South Asia 0 0 Program Services Research 6000 South Asia 0 24 Program Services Study Abroad 4937 Sub-Saharan Africa 4 8 Grantmaking 3508032 Sub-Saharan Africa 0 11 Program Services Study Abroad 79624 East Asia and the Pacific 0 0 Investments 99452515 Europe (Including Iceland and Greenland) 0 0 Investments 159505168 North America (Canada & Mexico only) 0 0 Investments 11381132 South America 0 0 Investments 8968520 Sub-Saharan Africa 0 0 Investments 11079535 4 686 0 0 4 686 6624991 290466494 297091485 East Asia and the Pacific Research 9144 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 10636 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 15075 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 70725 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 97981 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 5368 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 12631 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 523780 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 119413 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 15126 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 35062 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 52991 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 49669 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 50906 Wire Transfer 0 N/A N/A East Asia and the Pacific Research 7921 Wire Transfer 0 N/A N/A Europe (Including Iceland and Greenland) Research 60167 Wire Transfer 0 N/A N/A Europe (Including Iceland and Greenland) Research 42708 Wire Transfer 0 N/A N/A Europe (Including Iceland and Greenland) Research 7000 Wire Transfer 0 N/A N/A Europe (Including Iceland and Greenland) Research 30000 Wire Transfer 0 N/A N/A Europe (Including Iceland and Greenland) Research 249442 Wire Transfer 0 N/A N/A Europe (Including Iceland and Greenland) Research 30801 Wire Transfer 0 N/A N/A Europe (Including Iceland and Greenland) Research 24506 Wire Transfer 0 N/A N/A Europe (Including Iceland and Greenland) Research 23911 Wire Transfer 0 N/A N/A North America (Canada & Mexico only) Research 11537 Wire Transfer 0 N/A N/A Middle East and North Africa Research 8000 Wire Transfer 0 N/A N/A South America Research 128136 Wire Transfer 0 N/A N/A South America Research 101732 Wire Transfer 0 N/A N/A South America Research 25000 Wire Transfer 0 N/A N/A South Asia Research 6000 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 7656 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 163147 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 8842 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 593559 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 15376 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 80740 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 117947 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 102637 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 61436 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 103391 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 212713 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 1962612 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 67220 Wire Transfer 0 N/A N/A 0 42 true false false true true false 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 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. X X X X X X true GRENZEBACH GLIER & ASSOCIATES 401 NORTH MICHIGAN AVENUE CHICAGO IL 60611 CONSULTING SERVICES false 0 130065 -130065 ROGER CERNE 7690 MOUNTAIN ASH DRIVE CONCORD OH 44060 Pro Solicitation false 0 117046 -117046 0 247111 -247111 DC ME MD MA MI NH NY OH OK OR PA SC WA AL AK CA CO HI NV true TUITION AND FEES 6373 113350920 0 N/A N/A FELLOWS - TUITION AND FEES 4197 58461910 0 N/A N/A STIPENDS AND ALLOWANCES 690 1803260 0 N/A N/A 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. X X X X X X true true X X X X X X false true false false false false false true false Barbara Snyder President; Ex Officio Trustee 725097 0 575000 0 218231 0 300263 0 31230 0 1849821 0 237500 0 William Baeslack Provost & Executive Vice President 504346 0 0 0 33415 0 29430 0 11518 0 578709 0 0 0 Robert Brown Treasurer 244102 0 0 0 0 0 27411 0 186 0 271699 0 0 0 Elizabeth Keefer Senior VP of Administration, General Counsel & Secretary 607719 0 100000 0 22191 0 29430 0 6989 0 766329 0 0 0 John Sideras Sr. Vice President for Finance & CFO 420485 0 50000 0 27384 0 29430 0 15180 0 542479 0 0 0 Sally Staley Chief Investment Officer 289271 0 220159 0 18504 0 29430 0 5180 0 562544 0 0 0 Pamela Davis Vice President, Dean & Professor 700517 0 125000 0 22601 0 29430 0 6461 0 884009 0 0 0 Bruce Loessin Sr. VP for University Relations and Development 499579 0 75000 0 23352 0 29430 0 12931 0 640292 0 0 0 Cyrus Taylor Professor & Dean 356306 0 0 0 2322 0 29430 0 37259 0 425317 0 0 0 Dale Baur Associate Professor 575251 0 0 0 4152 0 29430 0 14466 0 623299 0 0 0 Mark Chance Professor 461624 0 10000 0 2622 0 29430 0 15180 0 518856 0 0 0 Gerald Ferretti Professor 586439 0 0 0 0 0 31343 0 10911 0 628693 0 0 0 Stanton Gerson Professor 457665 0 0 0 4858 0 29430 0 10542 0 502495 0 0 0 Jonathan Haines Professor 466129 0 0 0 2622 0 29430 0 11652 0 509833 0 0 0 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 4b Supplemental nonqualified retirement plan Barbara Snyder was issued $250,000 of deferred compensation in calendar year 2016, none of which has been paid. In 2016 25% vested upon issuance, with an additional 25% vesting in each of the three subsequent years. 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. A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756BTA8 2006-12-21 91083060 REFUND 1997A&C, 2002B AND 2004A false false false B OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756BVL1 2008-05-21 181277464 REFUND 2004B true false false C OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756BZR4 2012-11-28 33470557 Refund 2004A and Equipment Lease false false false D OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756DCD6 2013-12-03 47484887 Refund 2004A true false false A 40230000 0 91083060 0 0 0 1258133 0 0 0 89824927 0 2009 false true true true B 134560000 41835000 181277464 0 0 0 1913585 0 0 0 179363879 0 2009 true false true true C 5930000 0 33470557 0 0 0 397318 0 0 0 33073239 0 2009 true true true true D 6610000 13000000 47498442 0 0 0 470441 0 0 0 47028001 0 true false true true A false true true true true false 0.0 0.0 0.0 false false true B false true true true true false 0.0001 0.0009 0.0010 false false true C false true true true true false 0.0 0.0 0.0 false false true D false true true true true false 0.0 0.0 0.0 false false true A false false false true false false false false true B false false false true false false false false true C false true false false false false false false true D false true false false false false false false true A true B true C true D true Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond D 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, Line 3 Issue Price and Total Proceeds of Issue Difference Bond A2 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, Line 3 Issue Price and Total Proceeds of Issue Difference Bond B2 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, Line 3 Issue Price and Total Proceeds of Issue Difference Bond D2 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 IV, Line 2c COLUMN A Issuer name: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION The calculation for computing no rebate due was performed on 12/21/2016 Schedule K, Part IV, Line 2c COLUMN B Issuer name: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION The calculation for computing no rebate due was performed on 05/21/2013 A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756DCG9 2014-03-13 67500000 Refund 2008B false false false B Ohio Higher Education Facility Commission 346849674 67756DCZ7 2015-02-01 56887436 Construction of Building & Refund Triangle HUD Loan false false false C Ohio Higher Education Facility Commission 346849674 000000000 2015-07-01 75480000 Refund 2001A & 2002A false false false D Ohio Higher Education Facility Commission 346849674 67756DJY3 2016-11-30 184252980 Refund Prior Bonds & CP II false false false A 0 0 67500786 0 0 0 0 0 0 0 67500786 0 true false true true B 2865000 0 56908049 0 0 0 707251 0 0 47073871 9103157 23770 2015 true false true true C 1750000 0 75480000 0 0 0 0 0 0 0 75480000 0 true false true true D 0 0 184252980 0 0 0 1369700 0 0 0 182840788 42492 true true false true A false true true true true false 0.0005 0.0057 0.0062 false false true B false true true true true false 0.0226 0.0019 0.0245 false false true C false true true true true false 0.0037 0.0334 0.0371 false false true D false true true true true false 0.0026 0.01 0.0126 false false true A false true false false true false false false true B false true false false false false false false true C false true false false true false false false true D false true false false false false false false true A true B true C true D true A Ohio Higher Education Facility Commission 346849674 000000000 2013-02-12 63000000 Refund Commercial Paper Program I false false false A 33000000 0 65294163 0 0 0 455130 0 0 0 64839033 0 false false true true A false true true true true false 0.0 0.0 0.0 false false true A false true false false true false false false true A true X 3 16001 Opinions of experts X 308 Cost X 1 1645000 Market value X 1 275000 Market value X Equipment 9 138479 Cost X Fundraiser Donations 72 43691 Cost X Company Products 1 220 Cost X Event Costs 11 16166 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Books and publications - The number of contributions received Other - Equipment The number of contributions received Other - Fundraiser Donations The number of contributions received Other - Company Products The number of contributions received Other - Event Costs The number of contributions received Art - Works of art - The number of contributions received Real estate - Residential - The number of items received Securities - Partnership, LLC, or trust interests - The number of items received Form 990, Part III, Line 4d Description of other program services (Expenses $ 79,274,531 including grants of $)(Revenue $ 47,287,805) 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 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 - 2019328; PENSION PLAN CHANGES - 16099829; ERIE TIMBER LLC 10900 EUCLID AVENUE CLEVELAND OH 44106 200409132 TIMBER FARM OH 2981218 34921224 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 1900 EUCLID AVENUE CLEVELAND OH 44106 264812902 HEALTH CARE OH 941436 0 CASE WESTERN RESERVE UNIVERSITY CASE IMAGING CENTER LLC 1900 EUCLID AVENUE CLEVELAND OH 44106 205670613 EDUCATION/RESEARCH OH 106259 0 CASE WESTERN RESERVE UNIVERSITY CWRU SCHOOL OF DENTISTRY ADMIN SUPPORT LLC 1900 EUCLID AVENUE CLEVELAND OH 44106 340437441 HEALTH CARE OH 1608418 0 CASE WESTERN RESERVE UNIVERSITY