CASE WESTERN RESERVE UNIVERSITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: CASE WESTERN RESERVE UNIVERSITY (EIN 34-1018992)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-14
IRS object ID: 201241359349305179
Schema version: 2010v3.2
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 I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-14T16:00:15-05:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1700	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19103	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	341018992	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CASE WESTERN RESERVE UNIVERSITY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CASE	NameControl
Phone	2163682126	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441067006	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN F SIDERAS	Name
Title	SENIOR VP FOR FINANCE AND CFO	Title
Date Signed	2012-05-10	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	2673303000	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

Field	Value	IRS element (for citing)
Business Name Line1	BARBARA R SNYDER	BusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441067006	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	4001119766	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	HTTP://WWW.CASE.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1826	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	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 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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	44	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	40	NbrIndependentVotingMembers
Total Nbr Employees	10081	TotalNbrEmployees
Total Nbr Volunteers	500	TotalNbrVolunteers
Total Gross UBI	822968	TotalGrossUBI
Net Unrelated Business Txbl Income	-3231150	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	483060592	ContributionsGrantsPriorYear
Contributions Grants Current Year	529888677	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	372822254	ProgramServiceRevenuePriorYear
Program Service Revenue CY	404900834	ProgramServiceRevenueCY
Investment Income Prior Year	75727120	InvestmentIncomePriorYear
Investment Income Current Year	116844349	InvestmentIncomeCurrentYear
Other Revenue Prior Year	417292	OtherRevenuePriorYear
Other Revenue Current Year	1231731	OtherRevenueCurrentYear
Total Revenue Prior Year	932027258	TotalRevenuePriorYear
Total Revenue Current Year	1052865591	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	121288606	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	124624367	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	389224105	SalariesEtcPriorYear
Salaries Etc Current Year	409075871	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	14567673	TotalFundrsngExpCurrentYear
Other Expense Prior Year	437462811	OtherExpensePriorYear
Other Expenses Current Year	443597774	OtherExpensesCurrentYear
Total Expenses Prior Year	947975522	TotalExpensesPriorYear
Total Expenses Current Year	977298012	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-15948264	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	75567579	RevenuesLessExpensesCY
Total Assets BOY	2512641208	TotalAssetsBOY
Total Assets EOY	2740563308	TotalAssetsEOY
Total Liabilities BOY	787482822	TotalLiabilitiesBOY
Total Liabilities EOY	767021559	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1725158386	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1973541749	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	338474245	Expense
Grants	13577723	Grants
Description	CASE WESTERN RESERVE UNIVERSITY IS CLASSIFIED AS A RESEARCH UNIVERSITY (VERY HIGH RESEARCH ACTIVITY) - EXTENSIVE BY THE CARNEGIE COMMISSION ON HIGHER EDUCATION. THIS CLASSIFICATION GIVEN TO THOSE INSTITUTIONS THAT TRAIN THE GREATEST NUMBER OF FUTURE RESEARCHERS (USUALLY MEASURED BY THE NUMBER OF PH.D. 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.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	275458536	Expense
Grants	69138665	Grants
Revenue	309499276	Revenue
Description	THE ACADEMIC PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY ARE ADMINISTERED THROUGH ITS SCHOOLS AND COLLEGES. CURRENTLY 10,165 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.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	62903681	Expense
Grants	41907979	Grants
Description	THE AUXILIARY 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.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	207304136	Expense
Revenue	95401558	Revenue
Description	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 2.75 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.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	207304136	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	95401558	TotalOfOtherProgramServiceRev
Total Program Service Expense	884140598	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	true	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	true	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	true	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	true	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	13870	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	10081	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	AS	NameOfForeignCountry
Name Of Foreign Country	BC	NameOfForeignCountry
Name Of Foreign Country	BR	NameOfForeignCountry
Name Of Foreign Country	CH	NameOfForeignCountry
Name Of Foreign Country	CS	NameOfForeignCountry
Name Of Foreign Country	HR	NameOfForeignCountry
Name Of Foreign Country	DA	NameOfForeignCountry
Name Of Foreign Country	EC	NameOfForeignCountry
Name Of Foreign Country	ET	NameOfForeignCountry
Name Of Foreign Country	FR	NameOfForeignCountry
Name Of Foreign Country	GM	NameOfForeignCountry
Name Of Foreign Country	GH	NameOfForeignCountry
Name Of Foreign Country	GV	NameOfForeignCountry
Name Of Foreign Country	HA	NameOfForeignCountry
Name Of Foreign Country	IN	NameOfForeignCountry
Name Of Foreign Country	IT	NameOfForeignCountry
Name Of Foreign Country	KE	NameOfForeignCountry
Name Of Foreign Country	KS	NameOfForeignCountry
Name Of Foreign Country	NL	NameOfForeignCountry
Name Of Foreign Country	NU	NameOfForeignCountry
Name Of Foreign Country	PP	NameOfForeignCountry
Name Of Foreign Country	SF	NameOfForeignCountry
Name Of Foreign Country	SP	NameOfForeignCountry
Name Of Foreign Country	SW	NameOfForeignCountry
Name Of Foreign Country	SZ	NameOfForeignCountry
Name Of Foreign Country	TH	NameOfForeignCountry
Name Of Foreign Country	TU	NameOfForeignCountry
Name Of Foreign Country	UG	NameOfForeignCountry
Name Of Foreign Country	UK	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	44	NbrVotingGoverningBodyMembers
Number Independent Voting Members	40	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CO	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	DC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	KS	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	ME	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OK	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	PA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	SC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	BRADLEY W FRALIC CPA	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2163682126	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441067006	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (66 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee	Key EmployeeKeyEmployee	FormerFormer
GREGORY EASTWOOD
TRUSTEE	2	X	0	0	0
VIRGINIA BARBATO
TRUSTEE	2	X	0	0	0
JAMES L BILDNER
TRUSTEE	4	X	4000	0	0
WILLIAM E BRUNER II MD
TRUSTEE	2	X	0	0	0
LINDA BURNES BOLTON PHD
TRUSTEE	2	X	0	0	0
TIMOTHY J CALLAHAN
VICE-CHAIR OF THE BOARD OF TRUSTEES	2	X	0	0	0
JOHN P CAMPI
TRUSTEE	2	X	0	0	0
ANTONY E CHAMP PHD
TRUSTEE	2	X	0	0	0
KENNETH B CHANCE DDS
TRUSTEE	2	X	0	0	0
ARCHIE G CO
TRUSTEE	2	X	0	0	0
DAVID A DABERKO
TRUSTEE	2	X	0	0	0
JAMES C DIGGS
TRUSTEE	2	X	0	0	0
THALIA DORWICK PHD
TRUSTEE	2	X	0	0	0
CHARLES D FOWLER
TRUSTEE	2	X	0	0	0
SUSIE GHARIB
TRUSTEE	2	X	0	0	0
JOIE A GREGOR
TRUSTEE	2	X	0	0	0
SALLY GRIES
TRUSTEE	2	X	0	0	0
CHARLES HALLBERG
TRUSTEE	2	X	0	0	0
DANIEL P HARRINGTON
TRUSTEE	2	X	0	0	0
PETER S HELLMAN
TRUSTEE	2	X	0	0	0
W NICHOLAS HOWLEY
TRUSTEE	2	X	0	0	0
DAVID P HUNT
TRUSTEE	2	X	0	0	0
JENNIE S HWANG PHD
TRUSTEE	2	X	0	0	0
SAMIR N JADALLAH
TRUSTEE	2	X	0	0	0
MARY ANN JORGENSON
VICE-CHAIR OF THE BOARD OF TRUSTEES	2	X	0	0	0
HEMANT R KANAKIA
TRUSTEE	2	X	0	0	0
JOSEPH P KEITHLEY
TRUSTEE	2	X	0	0	0
CHARLES J KOCH
CHARIMAN OF THE BOARD OF TRUSTEES	2	X	0	0	0
CAROLINE A KOVAC PHD
TRUSTEE	2	X	0	0	0
FRANK N LINSALATA
TRUSTEE	2	X	0	0	0
GEORGE L MAJOROS JR
TRUSTEE	2	X	0	0	0
JOE MANDATO
TRUSTEE	2	X	0	0	0
THOMAS F MCKEE
TRUSTEE	2	X	0	0	0
BRIAN J RATNER
TRUSTEE	2	X	0	0	0
JOSEPH B RICHEY
TRUSTEE	2	X	0	0	0
JOSEPH A SABATINI
VICE-CHAIR OF THE BOARD OF TRUSTEES	2	X	0	0	0
THEODORE L SCHROEDER
TRUSTEE	2	X	0	0	0
ALAN L SCHWARTZ MD PHD
TRUSTEE	2	X	0	0	0
LAWRENCE M SEARS
TRUSTEE	2	X	0	0	0
ANDREW WASYNCZUK
TRUSTEE	2	X	0	0	0
SCOTT A WOLSTEIN
TRUSTEE	2	X	0	0	0
JAMES C WYANT
TRUSTEE	2	X	0	0	0
BARBARA SNYDER
PRESIDENT; EX OFFICIO TRUSTEE	80	X	677112	0	52944	X
WILLIAM BAESLACK
PROVOST & EXECUTIVE VICE PRESIDENT	60		433005	0	55693	X
ROBERT BROWN
TREASURER	60		198336	0	34165	X
JOHN SIDERAS
SR VP & CFO	60		482747	0	39427	X
SALLY STALEY
CHIEF INVESTMENT OFFICER	60		472595	0	48975	X
JOHN WHEELER
SR VP FOR ADMINISTRATION	60		325509	0	37728	X
JEROLD GOLDBERG
PROFESSOR & DEAN	60		390064	0	36767		X
BRUCE LOESSIN
SR. VICE PRESIDENT	60		455648	0	53333			X
PAMELA DAVIS
VP DEAN & PROFESSOR	60		585461	0	47463			X
GROVER GILMORE
PROFESSOR & DEAN	60		245238	0	33763				X
RICHARD JAMIESON
VICE PRESIDENT	60		174965	0	19319				X
MOHAN REDDY
PROFESSOR & DEAN	60		365870	0	56042				X
CYRUS TAYLOR
PROFESSOR & DEAN	60		287569	0	39427			X
NORMAN TIEN
PROFESSOR & DEAN	60		284259	0	58020				X
MAY WYKLE
PROFESSOR & DEAN	60		279672	0	36514				X
NATHAN BERGER
PROFESSOR	60		379493	0	55147		X
PIERLUIGI GAMBETTI
PROFESSOR	60		417793	0	52920		X
DALE BAUR
ASSOCIATE PROFESSOR	60		426109	0	39506		X
GERALD FERRETTI
PROFESSOR	60		409694	0	35860		X
MICHAEL CHERKASKY
TRUSTEE	2	X	0	0	0
RONALD DOZORETZ
TRUSTEE	2	X	0	0	0
VINCENT GAUDIANI MD
TRUSTEE	2	X	0	0	0
JULIE GERBERDING MD MPH
TRUSTEE	2	X	0	0	0
JEANINE ARDEN ORNT
FORMER SECRETARY	40		206830	0	24128				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	7501969	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	857141	TotalOtherCompensation
Number Individuals GT100 K	637	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BON APPETIT
10900 EUCLID AVENUE	CLEVELAND	OH	44106	CATERING & MEAL PLAN SERVICES	10644532
KELLY SERVICES INC
PO BOX 820405	PHILADALPHIA	PA	191820405	STAFFING SERVICES	5723023
KRILL CO INC
1275 MAINE AVENUE	CLEVELAND	OH	44113	CONSTRUCTION	4854861
IBM CORPORATION
PO BOX 643600	PITTSBURGH	PA	152643600	MAINTENANCE AGREEMENT	2741545
ADVIZEX TECHNOLOGIES
4109 SOLUTION CENTER	CHICAGO	IL	60677	COMPUTER STORAGE SOLUTIONS	2363741

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	378	NumberOfContractorsGT100K
Government Grants	325033157	GovernmentGrants
All Other Contributions	204855520	AllOtherContributions
Noncash Contributions	507237	NoncashContributions
Total Contributions	529888677	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
TUITION AND FEES	900099	309499276	309499276
SALES AND SERVICE AUX	713940	45264614	43524709	1739905
SALES AND SERVICE EDU	541800	49049743	49049743
MEDICARE/MEDICAID		1087201	1087201

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	404900834	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	89282136	TotalRevenueColumn
Unrelated Business Revenue	-676484	UnrelatedBusinessRevenue
Exclusion	$89,958,620	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	3431278	Real
Personal	1393561	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	2228277	Real
Personal	1364831	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	1203001	Real
Personal	28730	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1231731	TotalRevenueColumn
Unrelated Business Revenue	-240453	UnrelatedBusinessRevenue
Exclusion	$1,472,184	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	2962458208	Securities
Other	9765072	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	2937016293	Securities
Other	7644774	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	25441915	Securities
Other	2120298	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	27562213	TotalRevenueColumn
Exclusion	$27,562,213	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

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

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1052865591	TotalRevenueColumn
Related Or Exempt Function Income	403160929	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	822968	UnrelatedBusinessRevenue
Exclusion	$118,993,017	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	121420571	Total
Program Services	121420571	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	3203796	Total
Program Services	3203796	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	6266590	Total
Program Services	3236806	ProgramServices
Management And General	2539075	ManagementAndGeneral
Fundraising	490709	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	1671993	Total
Program Services	1208868	ProgramServices
Management And General	463125	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	317255599	Total
Program Services	288601454	ProgramServices
Management And General	20547254	ManagementAndGeneral
Fundraising	8106891	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	24306686	Total
Program Services	21922024	ProgramServices
Management And General	1743339	ManagementAndGeneral
Fundraising	641323	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	39292257	Total
Program Services	35722165	ProgramServices
Management And General	2564468	ManagementAndGeneral
Fundraising	1005624	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	20282746	Total
Program Services	18292861	ProgramServices
Management And General	1454732	ManagementAndGeneral
Fundraising	535153	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	893397	Total
Management And General	893397	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	4363064	Total
Program Services	173345	ProgramServices
Management And General	4159122	ManagementAndGeneral
Fundraising	30597	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	566633	Total
Management And General	566633	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	365784	Total
Management And General	365784	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	8551072	Total
Management And General	8551072	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	68852160	Total
Program Services	66740206	ProgramServices
Management And General	1554653	ManagementAndGeneral
Fundraising	557301	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2426484	Total
Program Services	2011052	ProgramServices
Management And General	389670	ManagementAndGeneral
Fundraising	25762	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	47327172	Total
Program Services	45638922	ProgramServices
Management And General	601103	ManagementAndGeneral
Fundraising	1087147	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	6411888	Total
Program Services	3234175	ProgramServices
Management And General	2895014	ManagementAndGeneral
Fundraising	282699	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	55872627	Total
Program Services	47831209	ProgramServices
Management And General	7477185	ManagementAndGeneral
Fundraising	564233	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	14076823	Total
Program Services	11910504	ProgramServices
Management And General	1395414	ManagementAndGeneral
Fundraising	770905	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	5662712	Total
Program Services	4215993	ProgramServices
Management And General	1249830	ManagementAndGeneral
Fundraising	196889	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	16774103	Total
Program Services	14360647	ProgramServices
Management And General	2413456	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	2494194	Total
Program Services	2494194	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	65364200	Total
Program Services	53933014	ProgramServices
Management And General	11431186	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	4703747	Total
Program Services	1664530	ProgramServices
Management And General	3039217	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
CCLCM	100098413	100098413
OTHER	38793301	36225849	2295012	272440

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	977298012	Total
Program Services	884140598	ProgramServices
Management And General	78589741	ManagementAndGeneral
Fundraising	14567673	Fundraising

Total Joint Costs TotalJointCosts

Field	Value	IRS element (for citing)
Total	0	Total

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	12462579	BOY
EOY	9487341	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	52831227	BOY
EOY	96412380	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	80744086	BOY
EOY	116128984	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	18271506	BOY
EOY	17808608	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	49591068	BOY
EOY	49931962	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	1180955	BOY
EOY	168789	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	8879378	BOY
EOY	8255182	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1496741220	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	751481004	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	769445640	BOY
EOY	745260216	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	342825897	BOY
EOY	239567472	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	920679786	BOY
EOY	1159774624	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	255729086	BOY
EOY	297767750	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2512641208	BOY
EOY	2740563308	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	57147426	BOY
EOY	57832791	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	558655962	BOY
EOY	550292838	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	20642108	BOY
EOY	19885766	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	151037326	BOY
EOY	139010164	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	787482822	BOY
EOY	767021559	EOY

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	187485658	BOY
EOY	215901194	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	733783104	BOY
EOY	883118244	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	803889624	BOY
EOY	874522311	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1725158386	BOY
EOY	1973541749	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2512641208	BOY
EOY	2740563308	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	75567579	ReconcilationRevenueExpenses
Reconcilation Other Changes	172815784	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	true	Volunteers
Paid Staff Or Management	true	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	true	MailingsMembers
Mailings Members	$445,000	MailingsMembersAmount
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	true	DirectContactLegislators
Direct Contact Legislators	$365,784	DirectContactLegislatorsAmount
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	false	OtherActivities
Total Lobbying Expenditures IIB	810784	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF LOBBYING ACTIVITY FOR LINE 1J	Identifier
Return Reference	FORM 990, PART II-B	ReturnReference
Explanation	FEDERAL RELATIONS JULY 2010- SEPTEMBER 2010 DAVID BELL, VP GOVERNMENT RELATIONS AND ADRIENNE DZIAK, MET WITH THE US. HOUSE OF REPS AND SENATE REGARDING BUDGET/APPROPRIATIONS (LABOR/HHS/EDUCATION, ENERGY&WATER; DEFENSE; FINANCIAL SERVICES; TRANSPORTATION/HUD). DAVID BELL AND ADRIENNE DZIAK, MET WITH THE US. HOUSE OF REPS AND SENATE REGARDING OFFSHORE WIND INITIATIVES. DAVID BELL, MET WITH THE NATIONAL ECONOMIC COUNCIL REGARDING TECHNOLOGY TRANSFER AND COMMERCIALIZATION BY UNIVERSITIES. DAVID BELL, MET WITH THE OFFICE OF SCIENCE AND TECHNOLOGY POLICY (OSTP) REGARDING TECHNOLOGY TRANSFER AND COMMERCIALIZATION BY UNIVERSITIES. DAVID BELL, MET WITH THE DEPARTMENT OF COMMERCE REGARDING TECHNOLOGY TRANSFER AND COMMERCIALIZATION BY UNIVERSITIES. JULY 26 PRESIDENT SNYDER CALL WITH CONGRESSWOMAN FUDGE REGARDING FY11 ENERGY & WATER APPROPRIATIONS BILL. SEPTEMBER 24 LISA CAMP MEETINGS WITH STAFFERS FROM CONGRESSWOMEN KAPTUR'S AND FUDGE'S AND CONGRESSMAN RYAN'S OFFICES REGARDING OFFSHORE WIND EFFORTS. FOLLOWED UP WITH REQUESTS TO SUPPORT ADDITIONAL LANGUAGE FOR GREAT LAKES AND OFFSHORE WIND IN THE APPROPRIATIONS BILL. OCTOBER 2010-DECEMBER 2010 DAVID BELL, MET WITH THE US. HOUSE OF REPS AND SENATE REGARDING BUDGET/APPROPRIATIONS (LABOR/HHS/EDUCATION, ENERGY&WATER; DEFENSE; FINANCIAL SERVICES; TRANSPORTATION/HUD). DAVID BELL, MET WITH THE US. HOUSE OF REPS AND SENATE REGARDING OFFSHORE WIND INITIATIVES. JANUARY 2011 - MARCH 2011 DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING SPECIALIZED PROGRAMS OF RESEARCH EXCELLENCE WITHIN THE NATIONAL CANCER INSTITUTE. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING THE NATIONALS CHILDRENS STUDY. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING THE NATIONAL PRION SURVEILLANCE CENTER. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING PELL GRANTS. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING FUNDING FOR THE NIH IN FY2011. DAVID BELL, MET WITH THE U.S. SENATE REGARDING OFF SHORE WIND. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE REGARDING ENGINEERING AND A NASA UPDATE. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE REGARDING PHOTOVOLTAIC AND AN INTERNATIONAL UPDATE. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE REGARDING A TECHNOLOGY TRANSFER. DAVID BELL, MET WITH THE OFFICE OF SCIENCE & TECHNOLOGY POLICY (OSTP) REGARDING SCIENCE, ENERGY AND HIGHER EDUCATION TRENDS. DAVID BELL, MET WITH THE OFFICE OF SCIENCE & TECHNOLOGY POLICY (OSTP) REGARDING SCIENCE AND ENGINEERING FUNDING. DAVID BELL, MET WITH THE DEPARTMENT OF STATE REGARDING THE RECOGNITION FOR CASE WESTERN RESERVE UNIVERSITY/ CHINA NATIONAL OFFSHORE OIL CORPORATION COLLABORATION PLATFORM. DAVID BELL MET WITH THE U.S. SENATE REGARDING VARIOUS EDUCATIONAL ISSUES AFFECTING COLLEGE PRESIDENTS. APRIL 2011 - JUNE 2011 DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING VARIOUS EDUCATIONAL ISSUES AFFECTING COLLEGE PRESIDENTS. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING PELL GRANTS AND PERKINS LOANS. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING THE PREVENTION RESEARCH CENTER FOR HEALTHY NEIGHBORHOODS. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING SPECIALIZED PROGRAMS OF RESEARCH EXCELLENCE WITHIN THE NATIONAL CANCER INSTITUTE. DAVID BELL, MET WITH U.S. HOUSE OF REPRESENTATIVE AND THE U.S. SENATE REGARDING MEDICAL COMBAT READINESS TRAINING. APRIL 2011 BEDE LITTMAN MEETING WITH CONGRESSWOMAN FUDGE REGARDING PRC. MAY 2011 BEDE LITTMAN CALLS WITH CONGRESSWOMAN FUDGE AND SENATOR BROWN REGARDING SPORE. BEDE LITTMAN MEETINGS IN DC WITH CONGRESSIONAL STAFF AND DOD REGARDING SCHOOL OF MEDICINE RESEARCH PRIORITIES. JUNE 2011 BEDE LITTMAN MEETINGS IN DC WITH CONGRESSIONAL STAFF AND DOD REGARDING SCHOOL OF MEDICINE RESEARCH PRIORITIES AND INITIATIVES, INCLUDING THE PRC. JUNE 15 LISA CAMP MEETING WITH CONGRESSWOMAN FUDGE'S OFFICE REGARDING SCIENCE AND ENERGY FUNDING. LISA CAMP MEETING WITH CONGRESSWOMAN KAPTUR'S OFFICE REGARDING ENERGY AND THE BUDGET. MAY 23 PRESIDENT SNYDER MEETING WITH SENATOR TOM NIEHAUS REGARDING THE BUDGET BILL. JUNE 20 DEAN PAMELA DAVIS MEETING WITH MARK KVAMME REGARDING POLICY AGENDA TO CREATE JOBS AND BOOST ECONOMY. STATE RELATIONS JULY 2010- SEPTEMBER 2010 DAVID BELL, VP GOVERNMENT RELATIONS MEETINGS IN COLUMBUS AND VIA TELECONFERENCE REGARDING HOUSE BILL'S 12, 87, 122, 123, 140, 147, 205, 224, 283, 301, 519, 5, 69, 84, 89, 223, 232, 243, 263. ALSO DISCUSSIONS WITH BOARD OF REGENTS REGARDING JOIN USE AGREEMENT, AND WITH DEPARTMENT OF ENERGY REGARDING WIN ENERGY OPPORTUNITIES. SEPTEMBER 13 PRESIDENT SNYDER ATTENDED FUNDRAISER BREAKFAST FOR ARMOND BUDISH. OCTOBER 2010 - DECEMBER 2010 DAVID BELL MEETINGS IN COLUMBUS AND VIA TELECONFERENCE REGARDING HOUSE BILL'S 301 AND 592. ALSO, DISCUSSIONS WITH THE GOVERNOR'S OFFICE REGARDING CWRU TEMPLE PROJECT, WITH ODOT REGARDING STATEWIDE WORKING GROUP FOR ELECTRIC VEHICLES; WITH OHIO AIR QUALITY DEVELOPMENT AUTHORITY REGARDING ELECTRIC STORAGE. JANUARY 2011 - MARCH 2011 DAVID BELL MEETINGS IN COLUMBUS AND VIA TELECONFERENCE REGARDING HOUSE BILL'S 1, 17, 139, 153, 171, 28, 30, 32, 60, 82, 85, 94, 100. JENN RUGGLES DISCUSSIONS WITH MEMBERS OF THE STATE SENATE REGARDING HIGHER EDUCATION FUNDING, WITH ODOD REGARDING JOBSOHIO, AND WITH STATE LEGISLATORS REGARDING FUNDING FOR STEM CELL RESEARCH. APRIL 2011 - JUNE 2011 DAVID BELL MEETINGS IN COLUMBUS AND VIA TELECONFERENCE REGARDING HOUSE BILL'S 17, 153, 167, 171, 217, 227, 303, 306, 28, 30, 32, 60, 82, 94, 100, AND 182. ALSO, DISCUSSIONS WITH ODOD REGARDING JOBSOHIO, MEDICAL CORRIDOR, AND ADVANCED ENERGY FUND, WITH ODJFS REGARDING CTSC/MEDICAID, WITH THE GOVERNOR'S OFFICE REGARDING MEDICAL CORRIDOR AND ENERGY SUMMIT, WIH OFFICE OF HEALTH TRANSFORMATION REGARDING POTENTIAL PROJECTS, AND WITH ODADAS REGARDING GAMBLING ADDICTION CENTER. JENN RUGGLES, EXECUTIVE DIRECTOR GOVERNMENT RELATIONS MEETINGS IN COLUMBUS AND VIA TELECONFERENCE REGARDING HOUSE BILL 153. MAY 2011 BEDE LITTMAN MEETINGS IN COLUMBUS WITH CONGRESSIONAL STAFF REGARDING SCHOOL OF MEDICINE RESEARCH PRIORITIES. MAY 23 PRESIDENT SNYDER MEETING WITH SENATOR TOM NIEHAUS REGARDING THE BUDGET BILL. JUNE 20 DEAN PAMELA DAVIS MEETING WITH MARK KVAMME REGARDING POLICY AGENDA TO CREATE JOBS AND BOOST ECONOMY.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Solicited Assets For Sale	false	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1154155253	BeginningOfYearBalance
Contributions	23396273	Contributions
Investment Earnings Or Losses	201358951	InvestmentEarningsOrLosses
Grants Or Scholarships	21677211	GrantsOrScholarships
Other Expenditures	54813191	OtherExpenditures
Administrative Expenses	2400628	AdministrativeExpenses
End Of Year Balance	1300019447	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1170870419	BeginningOfYearBalance
Contributions	11149026	Contributions
Investment Earnings Or Losses	53604809	InvestmentEarningsOrLosses
Grants Or Scholarships	23649955	GrantsOrScholarships
Other Expenditures	55384686	OtherExpenditures
Administrative Expenses	2434360	AdministrativeExpenses
End Of Year Balance	1154155253	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1498231342	BeginningOfYearBalance
Contributions	27066427	Contributions
Investment Earnings Or Losses	-266866616	InvestmentEarningsOrLosses
Grants Or Scholarships	22043489	GrantsOrScholarships
Other Expenditures	63846220	OtherExpenditures
Administrative Expenses	1671025	AdministrativeExpenses
End Of Year Balance	1170870419	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	0.39200	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.60800	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	38875005	OtherCostOrOtherBasis
Book Value	38875005	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1132958323	OtherCostOrOtherBasis
Depreciation	515406178	Depreciation
Book Value	617552145	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4195719	OtherCostOrOtherBasis
Depreciation	666138	Depreciation
Book Value	3529581	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	284846833	OtherCostOrOtherBasis
Depreciation	216568611	Depreciation
Book Value	68278222	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	35865340	OtherCostOrOtherBasis
Depreciation	18840077	Depreciation
Book Value	17025263	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	745260216	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	298288278	BookValue
Method Of Valuation	F	MethodOfValuation

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	759349106	BookValue
Method Of Valuation	F	MethodOfValuation

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	EQUITY REAL ESTATE	Description
Book Value	102137240	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	1159774624	TotalOfBookValueSecurities

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	FUNDS HELD BY OTHERS	Description
Book Value	297767750	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	297767750	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
DEFERRED INCOME AND OTHER LIABILITIES	$49,415,539
ANNUITIES PAYABLE	$40,623,280
PENSION LIABILITY	$22,582,343
REFUNDABLE FEDERAL STUDENT LOANS	$19,885,977
REFUNDABLE ADVANCES	$6,503,025

Field	Value	IRS element (for citing)
Total Of Amounts	139010164	TotalOfAmounts
Total Revenue	1052865591	TotalRevenue
Total Expenses	977298012	TotalExpenses
Excess Or Deficit For Year	75567579	ExcessOrDeficitForYear
Net Unrealized GL On Investments	161987617	NetUnrealizedGLOnInvestments
Other	$10,828,167	OtherAmount
Total Adjustments	172815784	TotalAdjustments
Excess Or Deficit Per FS	248383363	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	1214853208	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	161987617	NetUnrealizedGainsInvestments
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	161987617	RevenueNotRptdF990
Revenue Subtotal	1052865591	RevenueSubtotal
Other Revenues Not Included	0	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	1052865591	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	966469845	TotExpensesEtcAuditedFinclStmt
Losses Reported	6213	LossesReported
Other Expenses Included	-8368755	OtherExpensesIncluded
Expenses Not Rptd F990	-8362542	ExpensesNotRptdF990
Expenses Subtotal	974832387	ExpensesSubtotal
Investment Expenses Not Included2	2465625	InvestmentExpensesNotIncluded2
Other Expenses Not Included	0	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	2465625	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	977298012	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Collections of art - financial statement footnote	Schedule D, Part III, Line 1a	THE UNIVERSITY'S COLLECTIONS OF HISTORICALLY SIGNIFICANT ARTIFACTS, SCIENTIFIC SPECIMENS, AND ART OBJECTS ARE HELD FOR EDUCATION, RESEARCH, SCIENTIFIC INQUIRY, AND PUBLIC EXHIBITION. THEIR VALUE IS NOT REFLECTED IN THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS.
Collections of art - description of collections	Schedule D, Part III, Line 4	THE UNIVERSITY'S COLLECTION OF HISTORICALLY SIGNIFICANT ARTIFACTS, SCIENTIFIC SPECIMENS, AND ART OBJECTS ARE HELD FOR EDUCATION, RESEARCH, SCIENTIFIC INQUIRY AND PUBLIC EXHIBITION.
Intended uses of endowment funds	Schedule D, Part V, Line 4	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.).
FIN 48 (ASC 740) footnote	Schedule D, Part X, Line 2	THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX TO THE EXTENT PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE BECAUSE IT IS DESCRIBED IN SECTIONS 509(A)(L) AND 170(B)(L)(A)(II) 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, 2011 AND 2010. 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, ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE REQUIREMENTS FOR UNCERTAIN TAX PROVISIONS. THE UNIVERSITY HAS NO FINANCIAL REPORTING REQUIREMENTS ASSOCIATED WITH ASC 740 FOR THE YEARS ENDED JUNE 30, 2011 AND 2010.
Other changes in net assets	Schedule D, Part XI, Line 8	PENSION PLAN ACTUARIAL ADJUSTMENTS - 10683989; LIFE INCOME ACTUARIAL ADJUSTMENTS - -2315234; INVESTMENTS EXPENSES NETTED IN 990 - 2465625; LOSS ON DISPOSAL - -6213;
Other expenses in audited financial statements not in form 990	Schedule D, Part XIII, Line 2d	PENSION PLAN ACTUARIAL ADJUSTMENT - -10683989; LIFE INCOME ACTUARIAL ADJUSTMENT - 2315234;

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	true	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

Field	Value	IRS element (for citing)
Identifier	Financial aid or assistance from a governmental agency	Identifier
Return Reference	Schedule E, Line 6a	ReturnReference
Explanation	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.	Explanation

Schedule F IRS990ScheduleF

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

Accts Actvs Out US Table AcctsActvsOutUSTable (19 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Specific Services ProvidedSpecificServicesProvided
CENTRAL AMERICA AND THE CARIBBEAN	0	0	GRANTS	7030
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	21149	STUDY ABROAD
EAST ASIA AND THE PACIFIC	3	2	GRANTS	83291
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	9840	STUDENT EXCHANGE PROGRAM
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	6043	COMMUNITY SERVICE
EAST ASIA AND THE PACIFIC	0	1	FUNDRAISING	98612
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTS	579978
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	1831	CONFERENCES
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	103824	STUDY ABROAD
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	3057	CONSULTING
SOUTH AMERICA	0	0	GRANTS	45000
SOUTH AMERICA	0	0	PROGRAM SERVICES	32000	STUDY ABROAD
SOUTH ASIA	0	0	PROGRAM SERVICES	3187	STUDY ABROAD
SUB SAHARAN AFRICA	0	7	PROGRAM SERVICES	4955	STUDY ABROAD
SUB SAHARAN AFRICA	0	0	GRANTS	4190566
SUB SAHARAN AFRICA	0	0	PROGRAM SERVICES	161250	TRAINING
EAST ASIA AND THE PACIFIC	0	0	PASSIVE INVESTMENTS	31280235
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PASSIVE INVESTMENTS	12500945
SOUTH AMERICA	0	0	PASSIVE INVESTMENTS	14296497

Field	Value	IRS element (for citing)
Total Number Of Offices	3	TotalNumberOfOffices
Total Number Of Employees	10	TotalNumberOfEmployees
Total Amount Spent	63429290	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (21 entries)

RegionRegion	Purpose Of GrantPurposeOfGrant	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance	Method Of ValuationMethodOfValuation
CENTRAL AMERICA AND THE CARIBBEAN	STUDY ABROAD	21149	EFT	N/A	N/A
CENTRAL AMERICA AND THE CARIBBEAN	RESEARCH	7030	EFT	N/A	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	40353	EFT	N/A	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	6528	EFT	N/A	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	11431	EFT	N/A	N/A
EAST ASIA AND THE PACIFIC	COMMUNITY SERVICE	6043	EFT	N/A	N/A
EAST ASIA AND THE PACIFIC	FUNDRAISER	98612	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	17378	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	STUDY ABROAD	10032	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	STUDY ABROAD	26779	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	135542	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	43672	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	STUDY ABROAD	40904	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	STUDY ABROAD	7576	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	378480	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	STUDY ABROAD	27925	EFT	N/A	N/A
SOUTH AMERICA	STUDY ABROAD	32000	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	8200	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	157081	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	1123078	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	847114	EFT	N/A	N/A

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	0	TotalNumberOf501c3Orgs
Total Number Of Other Orgs	53	TotalNumberOfOtherOrgs
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	false	OwnForeignCorp
Passive Foreign Invest Co	true	PassiveForeignInvestCo
Foreign Partnership	true	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	Procedures for monitoring use of grant funds	Identifier
Return Reference	Schedule F, Part I, Line 2	ReturnReference
Explanation	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.	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
TUITION AND FEES	4776	80380418	N/A	N/A
FELLOWS - TUITION AND FEES	3829	40311630	N/A	N/A
STIPENDS AND ALLOWANCES	426	728523	N/A	N/A

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Procedures for monitoring use of grant funds	Identifier
Return Reference	Schedule I, Part I, Line 2	ReturnReference
Explanation	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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	true	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
BARBARA SNYDER
543516	0	100000	0	33596	0	43764	0	9180	0	730056	0	0	0
WILLIAM BAESLACK
422208	0	0	0	10797	0	43764	0	11929	0	488698	0	0	0
ROBERT BROWN
198336	0	0	0	0	0	22885	0	11280	0	232501	0	0	0
JOHN SIDERAS
382747	0	100000	0	0	0	27264	0	12163	0	522174	0	0	0
SALLY STALEY
284679	0	183932	0	3984	0	43764	0	5211	0	521570	0	0	0
JOHN WHEELER
306759	0	0	0	18750	0	27264	0	10464	0	363237	0	0	0
JEROLD GOLDBERG
385064	0	5000	0	0	0	27264	0	9503	0	426831	0	0	0
BRUCE LOESSIN
425648	0	30000	0	0	0	43764	0	9569	0	508981	0	0	0
PAMELA DAVIS
533461	0	52000	0	0	0	41264	0	6199	0	632924	0	0	0
GROVER GILMORE
243684	0	0	0	1554	0	26659	0	7104	0	279001	0	0	0
RICHARD JAMIESON
174965	0	0	0	0	0	19000	0	319	0	194284	0	0	0
MOHAN REDDY
347920	0	0	0	17950	0	43764	0	12278	0	421912	0	0	0
CYRUS TAYLOR
250969	0	0	0	36600	0	27264	0	12163	0	326996	0	0	0
NORMAN TIEN
274934	0	0	0	9325	0	27264	0	30756	0	342279	0	0	0
MAY WYKLE
279672	0	0	0	0	0	27264	0	9250	0	316186	0	0	0
NATHAN BERGER
379493	0	0	0	0	0	43764	0	11383	0	434640	0	0	0
PIERLUIGI GAMBETTI
417793	0	0	0	0	0	43764	0	9156	0	470713	0	0	0
DALE BAUR
426109	0	0	0	0	0	27264	0	12242	0	465615	0	0	0
GERALD FERRETTI
391393	0	0	0	18301	0	26697	0	9163	0	445554	0	0	0
JEANINE ARDEN ORNT
188880	0	0	0	17950	0	21132	0	2996	0	230958	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Travel for companions	Schedule J, Part I, Line 1a	ON OCCASSION THE PRESIDENT IS ASKED TO PARTICIPATE IN OFF SITE PROFESSIONAL MEETINGS WHERE LEADERSHIP AND THEIR SPOUSES FROM VAROIUS UNIVERSITY'S GATHER FOR PROFESSIONAL DEVELOPMENT AND OTHER BUSINESS PURPOSES. THE CONTRACT BETWEEN THE PRESIDENT AND THE UNIVERSITY REQUIRES THE SPOUSE BE AVAILABLE FOR SUCH MEETINGS.
Tax indemnification and gross-up payments	Schedule J, Part I, Line 1a	THE UNIVERSITY HAS FOLLOWED ITS LONG ESTABLISHED PAST PRACTICE OF ADMINISTERING GROSS-UP PAYMENTS ADDITIONALLY, WRITTEN POLICIES WERE PUT INTO PLACE IN 2009.
Housing allowance or residence for personal use	Schedule J, Part I, Line 1a	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.
Health or social club dues or initiation fees	Schedule J, Part I, Line 1a	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. THAT PORTION THAT IS DEEMED PERSONAL IS THEN ADDED TO THE W-2 EARNINGS AND IS TAXABLE TO THE EMPLOYEE.
Personal services	Schedule J, Part I, Line 1a	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.
Non-fixed payments	Schedule J, Part I, Line 7	FOR NON-FIXED PAYMENTS, ACCOMPLISHMENT OF SET PERFORMANCE INDICATORS BOTH FINANCIAL AND NON-FINANCIAL ARE REQUIRED TO RECEIVE SUCH PAYMENTS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
346849674	67756BLTS	2004-03-16	289760098	PURCHASE & COMPLETION OF BUILDING	false	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
346849674	67756BTA8	2006-12-21	91083060	REFUND 1997 A&B, 2002B AND 2004A	false	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
346849674	67756BUL1	2008-05-21	180277464	REFUND 2004B	false	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
346849674		2006-08-24	12880000	EQUIPMENT LEASE	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetired	Amount Bond DefeasedAmountBondDefeased	Total ProceedsTotalProceeds	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
2210000	19715000	289760098	23391663	0	5179069	275905169	2009	false	false	true	true
0	0	91083060	0	89824927	1258132	0	2009	false	true	true	true
0	0	180277464	0	179363879	913585	0	2009	false	true	true	true
658132	0	12880000	0	0	0	9175713	2008	false	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	true	true	true	true	0.0077	0.0102	0.0179	true
false	true	true	true	true	0.0282	0.0007	0.0289	true
false	true	true	true	true	0.0119	0.0180	0.0299	true
false	true	true	true	true	0.0000	0.0000	0.0000	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Term Of HedgeTermOfHedge	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Term Of GICTermOfGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
MORGAN STANLEY
true	true	false	5.0	false	false	false	0.0	true	false
(no name)
false	false	false				false		false	false
MORGAN STANLEY
false	true	true	5.0	false	false	false	0.0	false	false
(no name)
false	false	false	0.0			false	0.0	false	false

Schedule K IRS990ScheduleK

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
LINSALATA CAPITAL PARTNERS
TRUSTEE SERVES AS AN OFFICER OF THE ORGANIZATION	162126	INVESTMENT MANAGEMENT FEES	false
JEANINE ARDEN ORNT
FORMER OFFICER	350000	REAL ESTATE	false
KEY BANK
AN OFFICER SERVES AS A BOARD MEMBER OF THE ORGANIZATION	421702	STANDARD ACCOUNT, TRUST, AND LETTER OF CREDIT FEES	false
CALFEE HALTER & GRISWOLD LLP
TRUSTEE SERVES AS AN OFFICER OF THE ORGANIZATION	252029	LEGAL SERVICES	false
DANIEL ORNT
SPOUSE OF A FORMER	388996	EMPLOYEE COMPENSATION	false
FOREST CITY CAPITAL
TRUSTEE SERVES AS AN OFFICER OF A CLOSELY RELATED AND HELD ORGANIZATION	1577018	REAL ESTATE SERVICES	false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	5	NumberOfContributions
Noncash Contribs Rptd F990	30515	NoncashContribsRptdF990
Method Of Determining Revenues	COST	MethodOfDeterminingRevenues

Art Fractional Interest ArtFractionalInterest

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	500	NoncashContribsRptdF990
Method Of Determining Revenues	COST	MethodOfDeterminingRevenues

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	6415	NoncashContribsRptdF990
Method Of Determining Revenues	COST	MethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	815	NoncashContribsRptdF990
Method Of Determining Revenues	COST	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	EQUIPMENT	12	458592	COST
X	SOFTWARE	1	10400	COST

Field	Value	IRS element (for citing)
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Description of other program services	Form 990, Part III, Line 4d	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 2.75 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.
Review of form 990 by governing body	Form 990, Part VI, Section B, Line 11a	THE INFORMATION TO PREPARE THE FORM 990 FOR THE UNIVERSITY IS GATHERED BY THE CONTROLLERS OFFICE AND THE FORM PREPARED. ALL INFORMATION IS PROVIDED TO ITS ACCOUNTING FIRM WHO REVIEWS THE RETURN. SENIOR MANAGEMENT THEN REVIEWS THE RETURN PRIOR TO FILING. 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.
Conflict of interest policy	Form 990, Part VI, Section B, Line 12c	THE UNIVERSITY'S CONFLICT OF INTEREST POLICY APPLES TO THE MEMBERS OF THE BOARD OF TRUSTEES; ALL UNIVERSITY OFFICERS; SENIOR OFFICIALS OF THE UNIVERSITY; ALL UNIVERSITY FACULTY EXCEPT VOLUNTEER FACULTY IN THE SCHOOL OF MEDICINE AND EXCEPT SPECIAL 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 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, 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 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.
Process used to establish compensation of top management official	Form 990, Part VI, Section B, Line 15a	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 OPERATING 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. I. 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. II. 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 GEOGRAPHICAREA; (3) CURRENT COMPENSATION SURVEYS PERFORMED BY INDEPENDENT FIRMS; AND (4) WRITTEN OFFERS FROM COMPETING ENTITIES FOR THE SERVICES OF THE DISQUALIFIED PERSON. III. RELEVANT INFORMATION WITH RESPECT TO A PROPERTY TRANSACTION INCLUDES: (1) CURRENT INDEPENDENT APPRAISALS; AND (2) OFFERS RECEIVED IN A COMPETITIVE AND OPEN BIDDING PROCESS. D. 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: I. THE TERMS OF THE TRANSACTION APPROVED; II. THE DATE THE TRANSACTION IS APPROVED; III. THE MEMBERS OF THE DECISION MAKING BODY PRESENT DURING DEBATE AND WHO PARTICIPATED IN VOTING; IV. THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW IT WAS OBTAINED; AND V. 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).
Process used to establish compensation of other officers/key employees	Form 990, Part VI, Section B, Line 15b	SEE ABOVE
Public Disclosure	Form 990, Part VI, Section C, Line 19	THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
Other changes in net assets or fund balances	Form 990, Part XI, Line 5	NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - XXX-XX-XXXX; ACTUARIAL ADJUSTMENT TO PENSION - 10683989; ACTUARIAL ADJUSTMENT TO LIFE INCOME FUNDS - -2315234; INVESTMENT EXPENSES NETTED IN 990 - 2465625; LOSS ON DISPOSAL - -6213;

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (8 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Business Name Line1DirectControllingEntityName/BusinessNameLine1
TRIANGLE RESIDENTIAL LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	341018992	REAL ESTATE MGMT	OH	1749629	2000	NA
ERIE TIMBER LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	200409132	TIMBER FARM	OH	963499	27381015	NA
ERIE FOREST INVESTMENTS LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	205742452	TIMBER FARM	OH	0	0	ERIE TIMBER
ERIE BUYER LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	161773605	TIMBER FARM	OH	0	0	ERIE TIMBER
ERIE PARENT LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	830465480	TIMBER FARM	OH	0	0	ERIE TIMBER
CASE DENTAL MEDICINE SUPPORT SERVICES LLC
1900 EUCLID AVENUE	CLEVELAND	OH	44106	264812902	HEALTH CARE	OH	274782	0	NA
CASE IMAGING CENTER LLC
1900 EUCLID AVENUE	CLEVELAND	OH	44106	205670613	EDUCATION/RESEARCH	OH	135898	0	NA
CWRU SCHOOL OF DENTISTRY ADMIN SUPORT LLC
1900 EUCLID AVENUE	CLEVELAND	OH	44106	340437441	HEALTH CARE	OH	1409898	0	NA

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	TRIANGLE RESIDENTIAL LP	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	44106	ZIPCode

Field	Value	IRS element (for citing)
EIN	202569698	EIN
Primary Activity	REAL ESTATE MGMT	PrimaryActivity
Legal Domicile State	OH	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	EXCLUDED	PredominantIncomeType
Share Of Total Income	3499257	ShareOfTotalIncome
Share Of EOY Assets	19544259	ShareOfEOYAssets
Disproportionate Allocations	false	DisproportionateAllocations
Code V	$0	CodeVAmount
General Or Managing Partner	false	GeneralOrManagingPartner
Percentage Ownership	0	PercentageOwnership

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	true	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg