CASE WESTERN RESERVE UNIVERSITY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: CASE WESTERN RESERVE UNIVERSITY (EIN 34-1018992)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-11
IRS object ID: 201101329349300000
Schema version: 2009v1.3
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 L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-11T23:00:06-05:00	Timestamp
Tax Period End Date	2010-06-30	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	2009-07-01	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	V.P. Finance & CFO	Title
Date Signed	2011-05-10	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	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	BARBARA SNYDER	NameOfPrincipalOfficerPerson

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	2718191384	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
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	SEE SCHEDULE O	ActivityOrMissionDescription
Nbr Voting Members Governing Body	45	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	43	NbrIndependentVotingMembers
Total Nbr Employees	9857	TotalNbrEmployees
Total Nbr Volunteers	504	TotalNbrVolunteers
Total Gross UBI	-1676090	TotalGrossUBI
Net Unrelated Business Txbl Income	-4932166	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	484144216	ContributionsGrantsPriorYear
Contributions Grants Current Year	483060592	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	370384027	ProgramServiceRevenuePriorYear
Program Service Revenue CY	372822254	ProgramServiceRevenueCY
Investment Income Prior Year	-86094633	InvestmentIncomePriorYear
Investment Income Current Year	75727120	InvestmentIncomeCurrentYear
Other Revenue Prior Year	6233555	OtherRevenuePriorYear
Other Revenue Current Year	417292	OtherRevenueCurrentYear
Total Revenue Prior Year	774667165	TotalRevenuePriorYear
Total Revenue Current Year	932027258	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	115451908	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	121288606	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	371683543	SalariesEtcPriorYear
Salaries Etc Current Year	389224105	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	14880484	TotalFundrsngExpCurrentYear
Other Expense Prior Year	453904486	OtherExpensePriorYear
Other Expenses Current Year	437462811	OtherExpensesCurrentYear
Total Expenses Prior Year	941039937	TotalExpensesPriorYear
Total Expenses Current Year	947975522	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-166372772	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-15948264	RevenuesLessExpensesCY
Total Assets BOY	2495815225	TotalAssetsBOY
Total Assets EOY	2512641208	TotalAssetsEOY
Total Liabilities BOY	785966579	TotalLiabilitiesBOY
Total Liabilities EOY	787482822	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1709848646	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1725158386	NetAssetsOrFundBalancesEOY
Mission Description	SEE SCHEDULE O	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	312915291	Expense
Grants	4726478	Grants
Revenue	0	Revenue
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	268248528	Expense
Grants	29757221	Grants
Revenue	293123569	Revenue
Description	THE ACADEMIC PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY ARE ADMINISTERED THROUGH ITS SCHOOLS AND COLLEGES. CURRENTLY 9,837 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	196220883	Expense
Grants	86804907	Grants
Revenue	1361670	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	79621076	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	76815048	TotalOfOtherProgramServiceRev
Total Program Service Expense	857005778	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
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	13094	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	9857	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	AR	NameOfForeignCountry
Name Of Foreign Country	AS	NameOfForeignCountry
Name Of Foreign Country	CA	NameOfForeignCountry
Name Of Foreign Country	CH	NameOfForeignCountry
Name Of Foreign Country	DA	NameOfForeignCountry
Name Of Foreign Country	FR	NameOfForeignCountry
Name Of Foreign Country	GM	NameOfForeignCountry
Name Of Foreign Country	GR	NameOfForeignCountry
Name Of Foreign Country	HK	NameOfForeignCountry
Name Of Foreign Country	EI	NameOfForeignCountry
Name Of Foreign Country	JA	NameOfForeignCountry
Name Of Foreign Country	MX	NameOfForeignCountry
Name Of Foreign Country	NO	NameOfForeignCountry
Name Of Foreign Country	SN	NameOfForeignCountry
Name Of Foreign Country	SP	NameOfForeignCountry
Name Of Foreign Country	SW	NameOfForeignCountry
Name Of Foreign Country	SZ	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
Nbr Voting Governing Body Members	45	NbrVotingGoverningBodyMembers
Number Independent Voting Members	43	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

Field	Value	IRS element (for citing)
Name Person	BRADLEY W FRALIC CPA	NamePerson
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 (73 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
BARBARA SNYDER
PRESIDENT	80	X	X	727931	0	50943
GREGORY EASTWOOD
TRUSTEE	2	X		0	0	0
VIRGINIA BARBATO
TRUSTEE	2	X		0	0	0
JAMES L BILDNER
TRUSTEE	2	X		0	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
FERID MURAD MD PHD
TRUSTEE	2	X		0	0	0
PAUL M OSTERGARD
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
JEANINE ARDEN ORNT
SECRETARY	60		X	369419	0	68956
WILLIAM BAESLACK
PROVOST & EXECUTIVE VICE PRESIDENT	60		X	428563	0	42492
ROBERT BROWN
TREASURER	60		X	197454	0	33019
JOHN SIDERAS
SR VP & CFO	60		X	380252	0	37495
SALLY STALEY
CHIEF INVESTMENT OFFICER	60		X	427883	0	34771
JOHN WHEELER
SR VP FOR ADMINISTRATION	60		X	317724	0	35550
BRUCE LOESSIN
SR. VICE PRESIDENT	60			453233	0	35189	X
PAMELA DAVIS
VP DEAN & PROFESSOR	60			569546	0	31718	X
CYRUS TAYLOR
PROFESSOR & DEAN	60			285031	0	72670	X
ROLAND MOSKOWITZ
PROFESSOR	60			480747	0	15803		X
JEROLD GOLDBERG
PROFESSOR & DEAN	60			382335	0	35167		X
NATHAN BERGER
PROFESSOR	60			379395	0	35935		X
GERALD FERRETTI
PROFESSOR	60			471999	0	33372		X
PIERLUIGI GAMBETTI
PROFESSOR	60			412066	0	34752		X
RANDALL DEIKE
VICE PRESIDENT	60			145094	0	20739			X
MARK COTICCHIA
VICE PRESIDENT	60			349736	0	36847			X
LEV GONICK
VICE PRESIDENT	60			283750	0	37428			X
GLENN NICHOLLS
VICE PRESIDENT	60			193392	0	26376			X
HOSSEIN SADID
CHIEF FINANCIAL & ADMIN OFFICER	0			193750	0	70350			X
MICHAEL EDWARDS
ASSOCIATE VP OF RESEARCH	60			175836	0	26439			X
JOANNE EUSTIS
UNIVERSITY LIBRARIAN	60			182271	0	24687			X
GROVER GILMORE
PROFESSOR & DEAN	60			247653	0	31249			X
RICHARD JAMIESON
VICE PRESIDENT	60			172382	0	19053			X
MOHAN REDDY
PROFESSOR & DEAN	60			353490	0	73697			X
RICHARD SOHN
ASSOCIATE DEAN	60			185369	0	30194			X
NORMAN TIEN
PROFESSOR & DEAN	60			274749	0	37486			X
MAY WYKLE
PROFESSOR & DEAN	60			280182	0	34846			X
MYROM ROOMKIN
PROFESSOR	0			550371	0	0			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	9871603	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1067223	TotalOtherCompensation
Number Individuals GT100 K	620	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	10077386
KELLY SERVICES INC
PO BOX 820405	PHILADALPHIA	PA	191820405	STAFFING SERVICES	5532904
IBM CORPORATION
PO BOX 643600	PITTSBURGH	PA	152643600	MAINTENANCE AGREEMENT	2575057
DONLEYS INC
5430 WARNER ROAD	CLEVELAND	OH	44125	CONSTRUCTION MANAGEMENT	2560066
MCM COMPANY INC
1468 W 9TH ST STE 125	CLEVELAND	OH	44113	CONSTRUCTION MANAGEMENT	2044182

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	369	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	0	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	301191790	GovernmentGrants
All Other Contributions	181868802	AllOtherContributions
Noncash Contributions	3731633	NoncashContributions
Total Contributions	483060592	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
TUITION AND FEES	900099	293123569	293123569	0	$0
SALES AND SERVICE AUX	713940	39168229	37646262	1521967	$0
SALES AND SERVICE EDU	541800	39168786	39168786	0	$0
MEDICARE/MEDICAID	900099	1361670	1361670	0	$0
		0	0	0	$0

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	372822254	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	94651619	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-3169464	UnrelatedBusinessRevenue
Exclusion	$97,821,083	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

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

Royalties Revenue RoyaltiesRevenue

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

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	3044147	Real
Personal	1363612	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	2885917	Real
Personal	1104550	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	158230	Real
Personal	259062	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	417292	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-28593	UnrelatedBusinessRevenue
Exclusion	$445,885	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1759320943	Securities
Other	3928217	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1778624759	Securities
Other	3548900	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-19303816	Securities
Other	379317	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-18924499	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$18,924,499	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	0	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	0	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	0	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

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)
Gross Income Gaming	0	GrossIncomeGaming
Gaming Direct Expenses	0	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

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)
Gross Sales Of Inventory	0	GrossSalesOfInventory
Cost Of Goods Sold	0	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

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

Other Revenue Misc OtherRevenueMisc (3 entries)

Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
0	0	0	$0
0	0	0	$0
0	0	0	$0

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	932027258	TotalRevenueColumn
Related Or Exempt Function Income	371300287	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-1676090	UnrelatedBusinessRevenue
Exclusion	$79,342,469	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	118631776	Total
Program Services	118631776	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	2656830	Total
Program Services	2656830	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	6880987	Total
Program Services	3322885	ProgramServices
Management And General	3044537	ManagementAndGeneral
Fundraising	513565	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	4057416	Total
Program Services	1975641	ProgramServices
Management And General	2081775	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	299046321	Total
Program Services	274681826	ProgramServices
Management And General	16409218	ManagementAndGeneral
Fundraising	7955277	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	22504950	Total
Program Services	20371534	ProgramServices
Management And General	1520755	ManagementAndGeneral
Fundraising	612661	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	36443910	Total
Program Services	33488564	ProgramServices
Management And General	1976772	ManagementAndGeneral
Fundraising	978574	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	20290521	Total
Program Services	18367028	ProgramServices
Management And General	1371117	ManagementAndGeneral
Fundraising	552376	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	952784	Total
Program Services	47945	ProgramServices
Management And General	904839	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1640193	Total
Program Services	78802	ProgramServices
Management And General	1561286	ManagementAndGeneral
Fundraising	105	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	651590	Total
Program Services	0	ProgramServices
Management And General	651590	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	310080	Total
Program Services	0	ProgramServices
Management And General	310080	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total
Fundraising	0	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	9083224	Total
Program Services	0	ProgramServices
Management And General	9083224	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	65050859	Total
Program Services	62392517	ProgramServices
Management And General	2105875	ManagementAndGeneral
Fundraising	552467	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2293773	Total
Program Services	1294048	ProgramServices
Management And General	471037	ManagementAndGeneral
Fundraising	528688	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	49151309	Total
Program Services	48012283	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	1139026	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	6547845	Total
Program Services	3732464	ProgramServices
Management And General	2717954	ManagementAndGeneral
Fundraising	97427	Fundraising

Royalties Royalties

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

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	66812849	Total
Program Services	59239394	ProgramServices
Management And General	7154158	ManagementAndGeneral
Fundraising	419297	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	13573667	Total
Program Services	11497201	ProgramServices
Management And General	1412951	ManagementAndGeneral
Fundraising	663515	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

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

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	5446364	Total
Program Services	4541947	ProgramServices
Management And General	623504	ManagementAndGeneral
Fundraising	280913	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	17787045	Total
Program Services	15370949	ProgramServices
Management And General	2416096	ManagementAndGeneral
Fundraising	0	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	2489253	Total
Program Services	2489253	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	64406337	Total
Program Services	52692583	ProgramServices
Management And General	11713754	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	4811049	Total
Program Services	1622713	ProgramServices
Management And General	3188336	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
CCLCM RESEARCH	88529629	88529629	0	0
OTHER EXPENSES	34216262	31967966	1661703	586593
LP EXPENSE	3708699	0	3708699	0
	0	0	0	0
	0	0	0	0

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	947975522	Total
Program Services	857005778	ProgramServices
Management And General	76089260	ManagementAndGeneral
Fundraising	14880484	Fundraising

Total Joint Costs TotalJointCosts

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

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1484790	BOY
EOY	12462579	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	40244208	BOY
EOY	52831227	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	84477938	BOY
EOY	80744086	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	23210466	BOY
EOY	18271506	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

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

Receivables From Disqual Persons ReceivablesFromDisqualPersons

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

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	50940985	BOY
EOY	49591068	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	1156170	BOY
EOY	1180955	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	15158381	BOY
EOY	8879378	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1459321963	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	689876323	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	795088152	BOY
EOY	769445640	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	363482491	BOY
EOY	342825897	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	899915246	BOY
EOY	920679786	EOY

Investments Program Related InvestmentsProgramRelated

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

Intangible Assets IntangibleAssets

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

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	220656398	BOY
EOY	255729086	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2495815225	BOY
EOY	2512641208	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	59226276	BOY
EOY	57147426	EOY

Grants Payable GrantsPayable

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

Deferred Revenue DeferredRevenue

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	567732311	BOY
EOY	558655962	EOY

Escrow Account Liability EscrowAccountLiability

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

Loans From Officers Directors LoansFromOfficersDirectors

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

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	21483678	BOY
EOY	20642108	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

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

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	137524314	BOY
EOY	151037326	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	785966579	BOY
EOY	787482822	EOY

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	219400073	BOY
EOY	187485658	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	719743834	BOY
EOY	733783104	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	770704739	BOY
EOY	803889624	EOY

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

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

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

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

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

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

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1709848646	BOY
EOY	1725158386	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2495815225	BOY
EOY	2512641208	EOY

Field	Value	IRS element (for citing)
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
Total Number Of Supported Orgs	0	TotalNumberOfSupportedOrgs

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	$555,000	MailingsMembersAmount
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	true	DirectContactLegislators
Direct Contact Legislators	$310,080	DirectContactLegislatorsAmount
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	false	OtherActivities
Total Lobbying Expenditures IIB	865080	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF LOBBYING ACTIVITY FOR LN 1J	Identifier
Return Reference	FORM 990, PART II-B	ReturnReference
Explanation	FEDERAL RELATIONS JULY 2009 - JUNE 2010 JULY 2009 NO ACTIVITIES AUGUST 2009 AUGUST 4 DAVID BELL, VP, GOVERNMENT RELATIONS (GOV REL) HOSTS STEVEN LATOURETTE ON CAMPUS TOUR OF STEM CELL CENTER AUGUST 29 DAVID BELL, VP, GOV REL HOSTS REP. BELCHER ON CAMPUS VISIT SEPTEMBER 2009 SEPTEMBER 15 DAVID BELL, VP, GOV REL MEETS WITH LEGISLATIVE STAFF OF SEN. MARY LANDRIEU SEPTEMBER 15 DAVID BELL, VP, GOV REL MEETS WITH LEGISLATIVE STAFF OF SEN. JOHN BOCCIERI AND STEVE AUSTRIA SEPTEMBER 30 DAVID BELL, VP, GOV REL ON CONFERENCE CALL WITH SEN. LANDRIEU'S STAFF FOURTH QUARTER 2009 DAVID BELL, VP, GOV REL AND ADRIENNE DZIAK, ASSOCIATE VP, GOV REL LOBBIED RE: HR3293 (LABOR/HHS/EDUCATION) HR3183/51436 (ENERGY AND WATER) HR3221 (STUDENT AID AND FISCAL RESPONSIBILITY ACT) COMPARATIVE EFFECTIVENESS RESEARCH AND PUBLIC HEALTH NAVIGATOR PILOT REAUTHORIZATION OF FEDERAL TRANSPORTATION ACT ENERGY STORAGE POLICY, OFFSHORE WIND POLICY AND ARPA-E OCTOBER 2009 NO ACTIVITIES. NOVEMBER 2009 NOVEMBER 24 PRESIDENT SNYDER AND DEAN NORMAN TIEN AT FUNDRAISER BREAKFAST AT THE UNION CLUB FOR SENATOR SHERROD BROWN. DECEMBER 2009 DECEMBER 1 DEAN TIEN MEETING WITH ARUN MAJUMDAR IN WASHINGTON DC (ARPA-E DIRECTOR). FIRST QUARTER 2010 DAVID BELL, VP, GOV REL AND ADRIENNE DZIAK, ASSOCIATE VP, GOV REL LOBBIED RE: FY2011 APPROPRIATIONS: ENERGY/WATER, LABOR/HHS/EDUCATION, DEFENSE, TRANSPORTATION/HUD, FINANCIAL SERVICES HR4872 (HEALTHCARE AND EDUCATION RECONCILIATION ACT OF 2010) HEALTH INFORMATION TECHNOLOGY JANUARY 2010 NO ACTIVITIES. FEBRUARY 2010 FEBRUARY 9 PRESIDENT SNYDER CONFERENCE CALL WITH SENATOR BROWN AND THE COLLEGE ACCESS & AFFORDABILITY ADVISORY GROUP. FEBRUARY 12 PRESIDENT SNYDER MET WITH SHIRLEY SMITH. FEBRUARY 16 PRESIDENT SNYDER MET WITH BARBARA BOYD. FEBRUARY 19 PRESIDENT SNYDER MET WITH ROB PORTMAN. MARCH 2010 MARCH 29 PRESIDENT SNYDER MET WITH SENATOR BROWN AT PRESS CONFERENCE REGARDING THE WIND TURBINE. SECOND QUARTER 2010 DAVID BELL, VP, GOV REL AND ADRIENNE DZIAK, ASSOCIATE VP, GOV REL LOBBIED RE: FY2011 APPROPRIATIONS: ENERGY/WATER, LABOR/HHS/EDUCATION, DEFENSE, TRANSPORTATION/HUD, FINANCIAL SERVICES S515 (PATENT REFORM ACT) NATIONAL PRION DISEASE SURVEILLANCE CENTER HR5116 AMERICA COMPETES ACT HR4137 HIGHER EDUCATION REAUTHORIZATION ACT ACCREDITATION PROVISIONS TEACHER EDUCATION PROVISIONS TUITION COST PROVISIONS P2P FILE SHARING PROVISIONS APRIL 2010 APRIL 22 DEAN GROVER GILMORE MET RE: STOKES FELLOWSHIP EARMARK AKETA SIMMONS, FUDGE'S OFFICE REP. DENNIS KUCINICH TOM MULLOY, KUCINICH'S OFFICE NICOLE WILLIAMS AND CHRISTINA MCWILSON, LEE'S OFFICE MOIRA LENEHAN-RAZZURI, BROWN'S OFFICE DANA SMULLEN, VOINOVICH'S OFFICE MAY 2010 MAY 5 DAVID FLESHLER, ASSOCIATE PROVOST, INTERNATIONAL RELATIONS MEETING WITH ALINA ROMANOWSKI, DEPARTMENT OF STATE MAY 6 DAVID FLESHLER MEETING WITH DR. TULLY CORMICK, AMERICAN COUNCIL ON EDUCATION; CHRISTINE COREY, U.S. DEPARTMENT OF EDUCATION, FRANK FRANKFORT, PH.D. EU-U.S. ATLANTIS PROGRAM JUNE 2010 JUNE 14 DEANS NORMAN TIEN AND PAMELA DAVIS ATTENDED FUNDRAISER FOR REP. MARCIA FUDGE, BRATENAHL, OH JUNE 21 DEAN GROVER GILMORE SPOKE WITH REP. MARCIA FUDGE RE: STOKES FELLOWSHIP EARMARK STATE RELATIONS JULY-DECEMBER 2009 JULY 2009 JULY 2009 MARK COTICCHIA, VP, RESEARCH AND TECHNOLOGY, MET WITH REP. GOYAL AND NOAH SUDOW OF OHIO BOARD OF REGENTS RE: HB140 JULY 8 GROVER GILMORE, DEAN MSASS, EMAILED REGARDING HB1: GOV. STRICKLAND, SENS. CAREY, HARRIS, MILLER AND WAGONER AND REPS. AMSTUTZ, BUDISH, GOYAL AND SYKES JULY 30 EVENT W/LT. GOVERNOR FISHER RE: CLEVELAND HEALTH TEC CORRIDOR AUGUST 2009 AUGUST 10 PRESIDENT SNYDER CALLS ERIC FUNGERHUT REGARDING THIRD FRONTIER ADVISORY BOARD AND THE STATE BUDGET. OCTOBER 2009 OCTOBER 26 DAVID BELL, VP, GOV REL ATTENDING JOSH MANDEL FUNDRAISER OCTOBER 28 DAVID BELL, VP, GOV REL ATTENDING SEN. SHIRLEY SMITH FORUM ON COUNTY GOVERNMENT OCTOBER 29 GROVER GILMORE, DEAN MSASS, EMAILED BARBARA RILEY, OHIO DEPARTMENT ON AGING RE: PASSPORT MEDICAID WAIVER PROGRAM. NOVEMBER 2009 NOVEMBER 19 PRESIDENT SNYDER AND DEAN DAVIS MEETING WITH ERIC FINGERHUT REGARDING CENTERS OF EXCELLENCE. DECEMBER 2009 DECEMBER 15 GROVER GILMORE, DEAN MSASS, EMAILED RE: HB62: REPS. BUDISH, BATCHELDER, CELESTE, GARRISON, GOYAL, HEARD, MANDEL, OTTERMAN, PRYOR, SAYRE, SZOLLOSI, WILLIAMS DECEMBER 22 DEAN TIEN ATTENDED RECEPTION AT GOV. STRICKLAND'S RESIDENCE JANUARY 2010 JANUARY 21 PRESIDENT SNYDER CALLS TOM PATTON RE: THIRD FRONTIER ADVISORY BOARD. FEBRUARY 10 PRESIDENT SNYDER CALLED REPS. BUDISH, MILLER, CAREY, HARRIS AND SYKES AND ERIC FINGERHUT. FEBRUARY 11 PRESIDENT SNYDER MET WITH ARMOND BUDISH IN COLUMBUS FEBRUARY 2010 NO ACTIVITY. MARCH 2010 NO ACTIVITY. APRIL 2010 APRIL 13 DEAN PAMELA DAVIS ATTENDED PRESS CONFERENCE WITH GOV. STRICKLAND RE: REC GRANT APRIL 21 PRESIDENT SNYDER ATTENDED CITY CLUB EVENT WITH ERIC FINGERHUT MAY 2010 MAY 24 PRESIDENT SNYDER TELECONFERENCED WITH ERIC FINGERHUT, JOSEPH ALUTTO, LLOYD JACOBS, NOAH SUDOW AND SANDRA DEGEN RE: THIRD FRONTIER ADVISORY BOARD JUNE 2010 JUNE 11 MARK COTICCHIA MET WITH ERIC FINGERHUT AND DR. RON BERKMAN (CSU PRESIDENT) RE: NE OHIO HIGHER EDUCATION ISSUES JUNE 29 PRESIDENT SNYDER CALLED ERIC FINGERHUT RE: THIRD FRONTIER SUMMARY OF EXPENSES FOR FY2009-2010 OFFICE OF GOVERNMENT RELATIONS, GENERAL EXPENSES FULL-TIME SALARY AND FRINGES: VICE PRESIDENT OF GOVERNMENT AND COMMUNITY RELATIONS $200,000.00 ASSOCIATE VICE PRESIDENT FOR GOVERNMENT AND COMMUNITY RELATIONS 120,000.00 ADMINISTRATIVE ASSISTANT 90,000.00 OPERATING EXPENSES, INCLUDING TRAVEL: 145,000.00 TOTAL INTERNAL BUDGET: $555,000.00 FEDERAL RELATIONS CONSULTANTS - CONTRACTUAL SERVICES CASE WESTERN RESERVE UNIVERSITY AND SMITH, DAWSON & ANDREWS 60,137.00 JULY-DECEMBER 2009 CASE WESTERN RESERVE UNIVERSITY AND THE BAGLEY GROUP 26,715.00 FEBRUARY-JUNE 2010 CASE WESTERN RESERVE UNIVERSITY AND MARTIN-BLANCK ASSOCIATES 32,593.00 JANUARY-JUNE 2010 CASE WESTERN RESERVE UNIVERSITY AND WILLIAMS & JENSEN 44,695.00 JANUARY-JUNE 2010 TOTAL FEDERAL RELATIONS CONSULTANTS - CONTRACTUAL SERVICES $164,140.00 STATE RELATIONS CONSULTANTS - CONTRACTUAL SERVICES CASE WESTERN RESERVE UNIVERSITY AND CALFEE, HALTER & GRISWOLD, LLP $145,940.00 JULY 2009-JUNE 2010 GOVERNMENT RELATIONS 2009-2010 TOTAL EXPENDITURES: $865,080	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	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	1154155254	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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	0.424	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.576	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	39008947	OtherCostOrOtherBasis
Book Value	39008947	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	1120928982	OtherCostOrOtherBasis
Depreciation	476229761	Depreciation
Book Value	644699221	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	3254326	OtherCostOrOtherBasis
Depreciation	287940	Depreciation
Book Value	2966386	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	261826288	OtherCostOrOtherBasis
Depreciation	195255271	Depreciation
Book Value	66571017	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	34303420	OtherCostOrOtherBasis
Depreciation	18103351	Depreciation
Book Value	16200069	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	769445640	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Other Securities OtherSecurities (3 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
LIMITED PARTNERSHIPS AND OTHER	641013170	F
EQUITY REAL ESTATE	90826490	F
FINANCIAL DERIVATIVES AND OTHER LEVEL 2 INVESTMENTS	188840126	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	920679786	TotalOfBookValueSecurities

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	FUNDS HELD BY OTHERS	Description
Book Value	255729086	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	255729086	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
DEFERRED INCOME AND OTHER LIABILITIES	$53,339,023
ANNUITIES PAYABLE	$42,299,405
PENSION LIABILITY	$31,902,261
REFUNDABLE FEDERAL STUDENT LOANS	$16,909,618
REFUNDABLE ADVANCES	$6,587,019

Field	Value	IRS element (for citing)
Total Of Amounts	151037326	TotalOfAmounts
Total Revenue	932027258	TotalRevenue
Total Expenses	947975522	TotalExpenses
Excess Or Deficit For Year	-15948264	ExcessOrDeficitForYear
Net Unrealized GL On Investments	37344119	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	-$6,093,234	OtherAmount
Total Adjustments	31250885	TotalAdjustments
Excess Or Deficit Per FS	15302621	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	960735069	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	37344119	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	4152638	OtherRevenues
Revenue Not Rptd F990	41496757	RevenueNotRptdF990
Revenue Subtotal	919238312	RevenueSubtotal
Investment Expenses Not Included	9080247	InvestmentExpensesNotIncluded
Other Revenues Not Included	3708699	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	12788946	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	932027258	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	945425329	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	10238753	OtherExpensesIncluded
Expenses Not Rptd F990	10238753	ExpensesNotRptdF990
Expenses Subtotal	935186576	ExpensesSubtotal
Investment Expenses Not Included2	9080247	InvestmentExpensesNotIncluded2
Other Expenses Not Included	3708699	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	12788946	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	947975522	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 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.
FIN 48 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, 2010 AND 2009. 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, 2010 AND 2009.
Other changes in net assets	Schedule D, Part XI, Line 8	PENSION PLAN ACTUARIAL ADJ - -2317176; LIFE INCOME ACTUARIAL ADJ - -3782237; OTHER - 6179; TOTAL - -6093234
Other revenues in audited financial statements not in form 990	Schedule D, Part XII, Line 2d	LOSS ON DISPOSAL OF PLANT ASSETS - 162171; RENTAL EXPENSES NETTED IN 990 - 3990467; OTHER - 0; TOTAL - 4152638
Other revenues in form 990 not in audited financial statements	Schedule D, Part XII, Line 4b	LP EXPENSES - 3708699; OTHER - 0; TOTAL - 3708699
Other expenses in audited financial statements not in form 990	Schedule D, Part XIII, Line 2d	PENSION PLAN ACTUARIAL ADJ - 2317176; LIFE INCOME ACTUARIAL ADJ - 3782237; RENTAL INCOME EXPENSES - 3978238; LOSS ON DISPOSAL - 161102; OTHER - 0; TOTAL - 10238753
Other expenses in form 990 not in audited financial statements	Schedule D, Part XIII, Line 4b	LP EXPENSE - 3708699; OTHER - 0; TOTAL - 3708699

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
Pub Via Broadcast Media Expln	THE UNIVERSITY MEETS THE REQUIREMENTS OF REVENUE PROCEDURE 75-50, 1975-1 C.B. 587, PART III, SECTION 4.03(2)(B).	PubViaBroadcastMediaExpln
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

Schedule F IRS990ScheduleF

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

Accts Actvs Out US Table AcctsActvsOutUSTable (26 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Specific Services ProvidedSpecificServicesProvided
EAST ASIA AND THE PACIFIC	1	2	GRANTS	189416
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	16500	SHORT-TERM STUDY ABROAD
EAST ASIA AND THE PACIFIC	0	1	GRANTS	76512
EAST ASIA AND THE PACIFIC	0	0	GRANTS	11250
EAST ASIA AND THE PACIFIC	1	0	GRANTS	10000
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTS	7740
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	66849	STUDY ABROAD
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTS	1277
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTS	30000
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTS	7700
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	1	GRANTS	7077
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTS	143947
MIDDLE EAST AND NORTH AFRICA	3	0	PROGRAM SERVICES	22495	STUDY ABROAD
SOUTH AMERICA	0	0	GRANTS	20000
SOUTH AMERICA	1	0	PROGRAM SERVICES	26600	STUDY ABROAD
SUB SAHARAN AFRICA	0	0	GRANTS	308002
SUB SAHARAN AFRICA	0	0	GRANTS	28092
SUB SAHARAN AFRICA	0	0	PROGRAM SERVICES	30914	AIDS RESEARCH
SUB SAHARAN AFRICA	1	0	GRANTS	12818	RESEARCH
SUB SAHARAN AFRICA	0	0	GRANTS	93972	RESEARCH
SUB SAHARAN AFRICA	2	5	GRANTS	1509413
SUB SAHARAN AFRICA	0	0	GRANTS	12501
SUB SAHARAN AFRICA	0	0	PASSIVE INVESTMENTS
SOUTH ASIA	0	0	PASSIVE INVESTMENTS
NORTH AMERICA (CANADA & MEXICO ONLY)	0	0	PASSIVE INVESTMENTS
SOUTH AMERICA	0	0	PASSIVE INVESTMENTS

Field	Value	IRS element (for citing)
Total Number Of Offices	9	TotalNumberOfOffices
Total Number Of Employees	9	TotalNumberOfEmployees
Total Amount Spent	2633075	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (16 entries)

RegionRegion	Purpose Of GrantPurposeOfGrant	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance	Method Of ValuationMethodOfValuation
EAST ASIA AND THE PACIFIC	RESEARCH	16500	EFT	N/A	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	76512	EFT	N/A	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	11250	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	7740	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	66849	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	30000	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	7700	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	7077	EFT	N/A	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	143947	EFT	N/A	N/A
MIDDLE EAST AND NORTH AFRICA	RESEARCH	22495	EFT	N/A	N/A
SOUTH AMERICA	RESEARCH	26600	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	28092	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	24105	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	96672	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	791346	EFT	N/A	N/A
SUB SAHARAN AFRICA	RESEARCH	12501	EFT	N/A	N/A

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	16	TotalNumberOf501c3Orgs

Form990 Schedule F Part IV Form990ScheduleFPartIV

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
TUITION AND FEES	4666	78529215
FELLOWS - TUITION AND FEES	3741	39353586
STIPENDS & ALLOWANCES	416	748975

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 (29 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
RANDALL DEIKE
141114	0	0	0	3980	0	16054	0	4685	0	165833	0	0	0
ROLAND MOSKOWITZ
94155	0	0	0	386592	0	10578	0	5225	0	496550	0	0	0
BARBARA SNYDER
525946	0	75000	0	126985	0	26412	0	24531	0	778874	0	0	0
JEANINE ARDEN ORNT
369419	0	0	0	0	0	26412	0	42544	0	438375	0	0	0
WILLIAM BAESLACK
416234	0	9669	0	2660	0	26412	0	16080	0	471055	0	0	0
ROBERT BROWN
197454	0	0	0	0	0	22747	0	10272	0	230473	0	0	0
JOHN SIDERAS
380252	0	0	0	0	0	26412	0	11083	0	417747	0	0	0
SALLY STALEY
427883	0	0	0	0	0	26412	0	8359	0	462654	0	0	0
JOHN WHEELER
286474	0	31250	0	0	0	26412	0	9138	0	353274	0	0	0
MARK COTICCHIA
329553	0	16738	0	3445	0	26412	0	10435	0	386583	0	0	0
JEROLD GOLDBERG
381879	0	456	0	0	0	26412	0	8755	0	417502	0	0	0
LEV GONICK
283750	0	0	0	0	0	26412	0	11016	0	321178	0	0	0
BRUCE LOESSIN
420539	0	25000	0	7694	0	26412	0	8777	0	488422	0	0	0
GLENN NICHOLLS
193392	0	0	0	0	0	21221	0	5155	0	219768	0	0	0
HOSSEIN SADID
193750	0	0	0	0	0	0	0	70350	0	264100	0	0	0
PAMELA DAVIS
519546	0	50000	0	0	0	26412	0	5306	0	601264	0	0	0
MICHAEL EDWARDS
175836	0	0	0	0	0	19437	0	7002	0	202275	0	0	0
JOANNE EUSTIS
182271	0	0	0	0	0	19941	0	4746	0	206958	0	0	0
GROVER GILMORE
247653	0	0	0	0	0	26267	0	4982	0	278902	0	0	0
RICHARD JAMIESON
172382	0	0	0	0	0	18734	0	319	0	191435	0	0	0
MOHAN REDDY
353490	0	0	0	0	0	26412	0	47285	0	427187	0	0	0
RICHARD SOHN
181454	0	3915	0	0	0	20741	0	9453	0	215563	0	0	0
CYRUS TAYLOR
285031	0	0	0	0	0	26412	0	46258	0	357701	0	0	0
NORMAN TIEN
272251	0	0	0	2498	0	26412	0	11074	0	312235	0	0	0
MAY WYKLE
280182	0	0	0	0	0	26412	0	8434	0	315028	0	0	0
NATHAN BERGER
379395	0	0	0	0	0	26412	0	9523	0	415330	0	0	0
GERALD FERRETTI
454887	0	0	0	17112	0	24949	0	8423	0	505371	0	0	0
PIERLUIGI GAMBETTI
412066	0	0	0	0	0	26412	0	8340	0	446818	0	0	0
MYROM ROOMKIN
547655	0	0	0	2716	0	0	0	0	0	550371	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (5 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.

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
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
346849674	67756BLTS	2004-03-16	289760098	PURCHASE & COMPLETION OF BUILDING	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
346849674	67756BTA8	2006-12-21	91083060	REFUND 1997 A&B, 2002B AND 2004A	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
346849674	67756BUL1	2008-05-21	180277464	REFUND 2004B	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
346849674		2006-08-24	12880000	EQUIPMENT LEASE	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceeds	Amount DefeasedAmountDefeased	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
304475901	0	5179069	23391663	275905169	2009	false	false	true	true
91083060	89824927	1258132	0	0	2009	false	true	true	true
181277464	179363879	1913585	0	0	2009	false	true	true	true
12880000	0	0	0	9879130	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	0.0078	0.0122	0.0200	true
false	true	true	true	true	0.0324	0.0006	0.0330	true
false	true	true	true	true	0.012	0.0214	0.0334	true
false	true	true	true	true	0.000	0.000	0.000	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

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

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	LINSALATA CAPITAL PARTNERS	NamePerson

Field	Value	IRS element (for citing)
Relationship	TRUSTEE IS CAPITAL PARTNER	Relationship
Amount Of Transaction	189814	AmountOfTransaction
Description Of Transaction	ALLOCATED MANAGEMENT FEES	DescriptionOfTransaction
Sharing Of Revenues	false	SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	99	NumberOfContributions
Noncash Contribs Rptd F990	3731633	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenues

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 (11 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Organization's mission or most significant activities	Form 990, Part I, Line 1	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.
Organization's mission	Form 990, Part III, Line 1	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.
Description of other program services	Form 990, Part III, Line 4d	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.
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).
Public Disclosure	Form 990, Part VI, Section C, Line 19	THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
Financial aid or assistance from a governmental agency	Schedule E, Line 6a	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.
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.
MYRON ROOMKIN	PART II	MYRON ROOMKIN WAS ACTIVELY EMPLOYED UNTIL JANUARY 31, 2008 AT WHICH TIME HE RETIRED. MR. ROOMKIN CONTINUED TO RECEIVE SABBATICAL THROUGH CALENDAR YEAR 2009, AND PER AN AGREEMENT, HE WAS NAMED DEAN EMERITUS.
HOSSEIN SADID	PART II	HOSSEIN SADID WAS EMPLOYED UNTIL SEPTEMBER 30, 2008 AT WHICH TIME HE ELECTED TO RETIRE. RETIREMENT PAYMENTS CONTINUED THROUGH SEPTEMBER OF 2009. ADDITIONALLY, THE UNIVERSITY ELECTED TO CONTINUE THE TUITION BENEFIT FOR HIS FAMILY MEMBERS.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (5 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	OH	1657560	2000	NA
ERIE TIMBER LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	200409132	TIMBER FARM	OH	782823	38245422	NA
ERIE FOREST INVESTMENTS LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	205742452	TIMBER FARM	OH			ERIE TIMBER
ERIE BUYER LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	161773605	TIMBER FARM	OH			ERIE TIMBER
ERIE PARENT LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	830465480	TIMBER FARM	OH			ERIE TIMBER

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	3315119	ShareOfTotalIncome
Share Of EOY Assets	20870436	ShareOfEOYAssets
Disproportionate Allocations	false	DisproportionateAllocations
General Or Managing Partner	false	GeneralOrManagingPartner

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

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
TRIANGLE RESIDENTIAL LP
A	264064
TRIANGLE RESIDENTIAL LP
C	172639