2016-05-16T12:36:36-05:00 2015-06-30 MALONEY NOVOTNY LLC 1111 SUPERIOR AVENUE SUITE 700 CLEVELAND OH 44114 990 2014-07-01 200401095 Case Alumni Foundation % THOMAS CONLON CASE 2162314567 10900 Euclid Avenue 109 CLEVELAND OH 44106 THOMAS CONLON CHIEF FINANCIAL OFFICER 2162314567 2016-05-09 true CHRISTOPHER B ANDERSON P00226559 2163630100 2014 2016-08-17 19:52:53Z STEVEN ZINRAM 10900 Euclid Ave Room 109 CLEVELAND OH 44106 27519777 false X WWW.CASEALUM.ORG X 2004 OH TO SUPPORT THE ACTIVITIES & FUNCTIONS OF CASE ALUMNI ASSOC.IN FURTHERING EXEMPT PURPOSES OF PROVIDING SVCS. TO THE SCHOOL OF ENGINEERING,CWRU(APPLIED SCIENCE PROGRAMS), AND ALUMNI 11 11 0 11 0 0 5596232 0 0 1355982 2001054 0 0 1355982 7597286 902623 2069891 0 0 0 0 0 0 180 6375 5654 908998 2075545 446984 5521741 55750933 59872081 1738303 1750536 54012630 58121545 X THE MISSION OF THE CASE ALUMNI FOUNDATION IS TO BE AN ACTIVE ALUMNI/ALUMNAE FELLOWSHIP THAT: - SERVES AND ADVANCES THE INTERESTS OF THE CASE SCHOOL OF ENGINEERING (CSE), THE MATH AND SCIENCES OF CASE WESTERN RESERVE UNIVERSITY (CWRU), ITS ALUMNI, AND ITS STUDENTS THROUGH A STRATEGIC FOCUS ON FUND RAISING, INSTITUTIONAL LEADERSHIP, RESPONSIVE SERVICES, PUBLIC RELATIONS, AND STUDENT PROGRAMS - CELEBRATES THE TRADITIONS OF THE CASE SCHOOL OF APPLIED SCIENCE, CASE INSTITUTE OF TECHNOLOGY, AND THE CASE SCHOOL OF ENGINEERING - ENHANCES THE VALUE OF A CSE/CWRU EDUCATION false false 2070973 2069891 0 The Case Alumni Foundation is organized primarily to engage in activities that provide support and service to the Case School of Engineering, Case Western Reserve University math and science programs, and alumni 2070973 true true false false false false false false false true true false false false true true false true false false false false false false false false false true false false false false false false false false false false true false false false false true false false false true 0 0 0 false true EI false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true false false false OH X THOMAS CONLON 2162314567 10900 EUCLID AVENUE TOMLINSON 109 CLEVELAND OH 44106 X Harry L Farmer Chairman 1.0 0.0 X X 0 0 0 Edward P McHenry President 1.0 0.0 X X 0 0 0 James R Sadowski 1st Vice President 1.0 0.0 X X 0 0 0 Jeffrey O Herzog Treasurer 1.0 0.0 X X 0 0 0 Ron J Cass Asst. Treasurer 1.0 0.0 X X 0 0 0 Susan Nagorney Director 1.0 0.0 X 0 0 0 Lawrence M Sears Director 1.0 0.0 X 0 0 0 Thomas P Kicher Director 1.0 0.0 X 0 0 0 Michael H Diamant Director 1.0 0.0 X 0 0 0 Marvin S Schwartz 2ND VICE PRESIDENT 1.0 0.0 X 0 0 0 Thomas C Litzler Director 1.0 0.0 X 0 0 0 0 0 0 0 false false false 0 5596232 617241 5596232 0 1085426 1085426 0 0 0 0 0 20838119 19922491 915628 915628 915628 0 0 0 0 7597286 2001054 2069891 2069891 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8 8 0 4024 4024 0 0 0 0 0 0 1622 1082 360 180 0 2075545 2070973 4392 180 0 0 1234506 301662 102350 496832 0 0 0 0 0 0 0 0 0 0 0 0 21218 20480 2360 738 53903282 58585867 0 0 0 0 0 0 508435 486982 55750933 59872081 15 1011 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1738288 1749525 1738303 1750536 X 4958202 4678772 9464945 7228273 39589483 46214500 54012630 58121545 55750933 59872081 X 5521741 -1441863 29037 X false true X true false X X 1 CASE ALUMNI ASSOCIATION 204435833 7 true 2096891 0 1 2096891 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52321163 6501151 726171 2571674 56976811 46286205 666796 7889827 2521665 52321163 43428508 198641 5598244 2939188 46286205 46829053 246260 -1530056 2116749 43428508 39970540 1064868 7679253 1885608 46829053 0.08212 0.81718 0.10071 false false 21218 20480 738 738 0 GIFT ANNUITIES 262933 DUE TO RELATED PARTY 1486592 1749525 X INTENDED USES OF ENDOWMENT FUNDS - PART V, LINE 4: THE FOUNDATION USES ITS ENDOWMENT FUNDS TO SUPPORT THE PURPOSES OF CASE ALUMNI ASSOCIATION. CASE ALUMNI ASSOCIATION PROVIDES SCHOLARSHIPS TO STUDENTS AND OTHER SUPPORT TO CASE WESTERN RESERVE UNIVERSITY. FIN 48 (ASC 740) FOOTNOTE - PART X, LINE 2: INCOME TAX STATUS - THE ASSOCIATION (A RELATED ORGANIZATION) AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATIONS BELIEVE THAT THERE IS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL INFORMATIONAL AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. true CASE ALUMNI ASSOCIATION 10605 EUCLID AVENUE CLEVELAND OH 44106 204435833 501(C)(3) 2069891 GENERAL SUPPORT 1 MONITORING USE OF GRANT FUNDS - PART I, LINE 2: THE CASE ALUMNI FOUNDATION BOARD APPROVES ALL FUND RAISING EFFORTS AND APPROVES ALL GRANTS FROM THE CASE ALUMNI FOUNDATION TO THE CASE ALUMNI ASSOCIATION, WHICH CONDUCTS PROGRAMS, MAKES GRANTS TO CASE WESTERN RESERVE UNIVERSITY (CWRU), AND GRANTS SCHOLARSHIPS TO STUDENTS AT CWRU. X 1 617241 FMV false true true USE OF THIRD PARTIES - PART I LINE 32B: THE FOUNDATION USED A SECURITIES BROKER TO SELL ITS DONATED SECURITIES. THE FEES CHARGED BY THESE SERVICE PROVIDERS WERE AT FAIR MARKET VALUE. FORM 990 REVIEW - FORM 990, PART VI, LINE 11B: THE AUDIT COMMITTEE HAS BEEN DELEGATED THE AUTHORITY TO REVIEW FORM 990 PRIOR TO FILING BY THE OFFICERS OF THE CASE ALUMNI FOUNDATION. AT THE NEXT MEETING OF THE OFFICERS AFTER THE AUDIT COMMITTEE'S REVIEW, A COPY OF FORM 990 IS MADE AVAILABLE TO ALL OFFICERS AND TRUSTEES. MONITORING AND ENFORCEMENT OF CONFLICT POLICY - FORM 990,PART VI,LINE 12C: AT THE START OF EACH FISCAL YEAR, A CONFLICT OF INTEREST (COI) STATEMENT IS MAILED TO ALL OFFICERS AND DIRECTORS. A COMPLETED AND SIGNED COPY OF THE COI MUST BE RECEIVED BY THE FOUNDATION BEFORE THE OFFICER OR DIRECTOR IS ALLOWED TO PARTICIPATE IN MEETINGS. AVAILABILITY OF DOCUMENTS - FORM 990, PART VI, LINE 19: THE FOUNDATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. OTHER CHANGES IN NET ASSETS - FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INCOME AGREEMENTS: $29,037 CASE ALUMNI ASSOCIATION 10900 EUCLID AVE 109 CLEVELAND OH 44106 204435833 ALUM.ASSOC. OH 501(c)(3) 7 NA false false true false false false false false false false false false true false true true false false false false CASE ALUMNI ASSOCIATION B 2069891 FMV