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CASE ALUMNI FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CASE ALUMNI FOUNDATION (EIN 20-0401095)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-13
IRS object ID
201521339349300737
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T08:00:30-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALONEY NOVOTNY LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVENUE SUITE 700AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44114ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200401095EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Case Alumni FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% THOMAS CONLONInCareOfNm
Business Name ControlCASEBusinessNameControlTxt
Phone2162314567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110900 Euclid AvenueAddressLine1
Address Line2Suite 109AddressLine2
CityCLEVELANDCity
StateOHState
ZIP Code44106ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS CONLONPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2162314567PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B ANDERSONPreparerPersonNm
PTINP00226559PTIN
Phone2162314567PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN ZINRAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110900 Euclid Ave Room 109AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44106ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$8,398,428GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CASEALUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO 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 ALUMNIActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$923,998PYInvestmentIncomeAmt
CY Investment Income$1,355,982CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$923,998PYTotalRevenueAmt
CY Total Revenue$1,355,982CYTotalRevenueAmt
PY Grants And Similar Paid$3,356,941PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$902,623CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$300CYTotalFundraisingExpenseAmt
PY Other Expenses$6,770PYOtherExpensesAmt
CY Other Expenses$6,375CYOtherExpensesAmt
PY Total Expenses$3,363,711PYTotalExpensesAmt
CY Total Expenses$908,998CYTotalExpensesAmt
PY Revenues Less Expenses-$2,439,713PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$446,984CYRevenuesLessExpensesAmt
Total Assets BOY$48,934,487TotalAssetsBOYAmt
Total Assets EOY$55,750,933TotalAssetsEOYAmt
Total Liabilities BOY$1,771,054TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,738,303TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$47,163,433NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,012,630NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 EDUCATIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$904,210ExpenseAmt
Grant$902,623GrantAmt
Revenue$0RevenueAmt
DescThe 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 alumniDesc
Total Program Service Expenses$904,210TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryEIForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTHOMAS CONLONPersonNm
Phone2162314567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110900 EUCLID AVENUE TOMLINSON 109AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44106ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Harry L Farmer
Chairman1.0Yes (X)Yes (X)$0$0$0
Edward P McHenry
President1.0Yes (X)Yes (X)$0$0$0
James R Sadowski
1st Vice President1.0Yes (X)Yes (X)$0$0$0
Jeffrey O Herzog
Treasurer1.0Yes (X)Yes (X)$0$0$0
Ron J Cass
Asst. Treasurer1.0Yes (X)Yes (X)$0$0$0
Susan Nagorney
Director1.0Yes (X)$0$0$0
Lawrence M Sears
Director1.0Yes (X)$0$0$0
Thomas P Kicher
Director1.0Yes (X)$0$0$0
Michael H Diamant
Director1.0Yes (X)$0$0$0
Marvin S Schwartz
Director1.0Yes (X)$0$0$0
Thomas C Litzler
Director1.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$865,482TotalRevenueColumnAmt
Exclusion$865,482ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,532,946SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,042,446SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$490,500SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$490,500TotalRevenueColumnAmt
Exclusion$490,500ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,355,982TotalRevenueColumnAmt
Exclusion$1,355,982ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$902,623TotalAmt
Program Services$902,623ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,888TotalAmt
Management And General$3,888ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,487TotalAmt
Program Services$1,587ProgramServicesAmt
Management And General$600ManagementAndGeneralAmt
Fundraising$300FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$908,998TotalAmt
Program Services$904,210ProgramServicesAmt
Management And General$4,488ManagementAndGeneralAmt
Fundraising$300FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$178,266BOYAmt
EOY$1,234,506EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,000BOYAmt
EOY$102,350EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$21,218LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,858LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,847BOYAmt
EOY$2,360EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$48,282,042BOYAmt
EOY$53,903,282EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$465,332BOYAmt
EOY$508,435EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,934,487BOYAmt
EOY$55,750,933EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$15EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,771,054BOYAmt
EOY$1,738,288EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,771,054BOYAmt
EOY$1,738,303EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,589,079BOYAmt
EOY$4,958,202EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,839,287BOYAmt
EOY$9,464,945EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$38,735,067BOYAmt
EOY$39,589,483EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,163,433BOYAmt
EOY$54,012,630EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,934,487BOYAmt
EOY$55,750,933EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$446,984ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,334,259NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$67,954OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
CertificationYes (X)CertificationInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CASE ALUMNI ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
EIN204435833EIN
Organization Type03OrganizationTypeDesc
Governing Document ListedYes (true)GoverningDocumentListedInd
Supported Org NotifiedYes (true)SupportedOrgNotifiedInd
US OrganizedYes (true)USOrganizedInd
Support$902,623SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$902,623SupportSumAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,286,205BeginningYearBalanceAmt
Contributions$666,796ContributionsAmt
Investment Earnings Or Losses$7,889,827InvestmentEarningsOrLossesAmt
Administrative Expenses$2,521,665AdministrativeExpensesAmt
End Year Balance$52,321,163EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,428,508BeginningYearBalanceAmt
Contributions$198,641ContributionsAmt
Investment Earnings Or Losses$5,598,244InvestmentEarningsOrLossesAmt
Administrative Expenses$2,939,188AdministrativeExpensesAmt
End Year Balance$46,286,205EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,829,053BeginningYearBalanceAmt
Contributions$246,260ContributionsAmt
Investment Earnings Or Losses-$1,530,056InvestmentEarningsOrLossesAmt
Administrative Expenses$2,116,749AdministrativeExpensesAmt
End Year Balance$43,428,508EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,970,540BeginningYearBalanceAmt
Contributions$1,064,868ContributionsAmt
Investment Earnings Or Losses$7,679,253InvestmentEarningsOrLossesAmt
Administrative Expenses$1,885,608AdministrativeExpensesAmt
End Year Balance$46,829,053EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,681,319BeginningYearBalanceAmt
Contributions$367,801ContributionsAmt
Investment Earnings Or Losses$4,607,691InvestmentEarningsOrLossesAmt
Administrative Expenses$2,686,271AdministrativeExpensesAmt
End Year Balance$39,970,540EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09477BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.76302PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14222TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,218OtherCostOrOtherBasisAmt
Depreciation$18,858DepreciationAmt
Book Value$2,360BookValueAmt
FieldValueIRS element (for citing)
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$2,360TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
GIFT ANNUITIES$332,433
DUE TO RELATED PARTY$1,405,855
FieldValueIRS element (for citing)
Total Liability$1,738,288TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CASE ALUMNI ASSOCIATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line110605 EUCLID AVENUEAddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44106ZIPCode
FieldValueIRS element (for citing)
Recipient EIN204435833RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$902,623CashGrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMONITORING USE OF GRANT FUNDS - PART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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: $67,954

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CASE ALUMNI ASSOCIATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line110605 CHESTER AVENUE STE 309AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44106ZIPCode
FieldValueIRS element (for citing)
EIN204435833EIN
Primary ActivitiesALUM.ASSOC.PrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CASE ALUMNI ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$902,623InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt