2024-05-10T14:12:40-05:00 2023-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2022-07-01 200401095 CASE ALUMNI FOUNDATION CASE 2162314567 10900 EUCLID AVENUE 109 CLEVELAND OH 44106 STEPHEN ZINRAM EXECUTIVE DIRECTOR 2162314567 2024-05-10 1 STEPHEN ZINRAM 999009999 0 CHRISTOPHER B ANDERSON P00226559 2163630100 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN ZINRAM 10900 EUCLID AVENUE 109 CLEVELAND OH 44106 15974311 0 X WWW.CASEALUMNI.ORG X 2004 OH THE CASE ALUMNI FOUNDATION RAISES, RECEIVES AND MANAGES PHILANTHROPIC SUPPORT FROM ALUMNI AND FRIENDS FOR THE ADVANCEMENT AND BENEFIT OF THE STUDENTS, FACULTY AND STAFF OF THE CASE SCHOOL OF ENGINEERING AND MATHEMATICS AND APPLIED SCIENCE PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY. 10 10 0 10 0 0 16215203 2354913 0 0 6263401 2645990 88 0 22478692 5000903 14817591 4220335 0 0 0 0 0 0 0 4433 4433 14822024 4224768 7656668 776135 78636719 83058078 2396018 1862969 76240701 81195109 X THE CASE ALUMNI FOUNDATION RAISES, RECEIVES AND MANAGES PHILANTHROPIC SUPPORT FROM ALUMNI AND FRIENDS FOR THE ADVANCEMENT AND BENEFIT OF THE STUDENTS, FACULTY AND STAFF OF THE CASE SCHOOL OF ENGINEERING AND MATHEMATICS AND APPLIED SCIENCE PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY. 0 0 4220335 4220335 0 THE CASE ALUMNI FOUNDATION IS ORGANIZED PRIMARILY TO ENGAGE IN ACTIVITIES THAT PROVIDE SUPPORT AND SERVICE TO THE CASE SCHOOL OF ENGINEERING, CASE WESTERN RESERVE UNIVERSITY MATH AND SCIENCE PROGRAMS, AND ALUMNI 4220335 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X MARY MCMILLAN 2162314567 10900 EUCLID AVENUE TOMLINSON 109 CLEVELAND OH 44106 X RON J CASS PRESIDENT 1.00 X X 0 0 0 ERIC MATYAC DIRECTOR 1.00 X 0 0 0 MICHAEL DIAMANT DIRECTOR 1.00 X 0 0 0 JIM TRELEAVEN DIRECTOR 1.00 X 0 0 0 SUSAN NAGORNEY SECRETARY 1.00 X X 0 0 0 KEVIN BRACY DIRECTOR 1.00 X 0 0 0 KIRSTEN BOWEN TREASURER 1.00 X X 0 0 0 JOSEPH FAKULT DIRECTOR 1.00 X 0 0 0 GINA BIEM DIRECTOR 1.00 X 0 0 0 JIM KILMER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2354913 106039 2354913 1752503 1752503 11866895 10973408 893487 893487 893487 5000903 0 0 2645990 4220335 4220335 4433 4433 4224768 4220335 4433 0 253129 267032 12619 5000 16218 16218 0 0 78370971 82786046 78636719 83058078 2396018 1862969 2396018 1862969 X 5297410 5435441 70943291 75759668 76240701 81195109 78636719 83058078 X 776135 4091247 87026 X 0 1 X 1 0 X 2120312 3310049 2960807 16215203 2354913 26961284 2120312 3310049 2960807 16215203 2354913 26961284 14218746 12742538 1682011 1825443 2121117 3728041 1752503 11109115 88 88 38070487 0.33470 0.37530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72374338 3724643 6739011 3755755 79082237 84584197 1782877 -10375704 1225759 1486273 905000 72374338 65204290 3327101 19419921 1365618 1119497 882000 84584197 66000396 1450030 983889 1188805 1179220 862000 65204290 64968742 943386 2938888 1070068 973720 806832 66000396 0.06873 0.78608 0.14519 0 0 16218 16218 0 0 GIFT ANNUITIES 156700 DUE TO RELATED PARTY 1706269 1862969 X PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS - THE FOUNDATION USES ITS ENDOWMENT FUNDS TO SUPPORT THE PURPOSES OF CASE ALUMNI ASSOCIATION. CASE ALUMNI ASSOCIATION PROVIDES SCHOLARSHIPS TO STUDENTS AND OTHER SUPPORT TO CASE WESTERN RESERVE UNIVERSITY. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE - THE ASSOCIATION (A RELATED ORGANIZATION) AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION BELIEVES THAT THERE IS SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 CASE ALUMNI ASSOCIATION 10900 EUCLID AVE 109 CLEVELAND OH 44106 204435833 501(C)(3) 4220335 0 GENERAL SUPPORT 1 PART I, LINE 2: MONITORING USE OF GRANT FUNDS - THE CASE ALUMNI FOUNDATION BOARD APPROVES ALL FUND RAISING EFFORTS AND APPROVES ALL GRANTS FROM THE CASE ALUMNI FOUNDATION TO THE CASE ALUMNI ASSOCIATION, WHICH CONDUCTS PROGRAMS, MAKES GRANTS TO CASE WESTERN RESERVE UNIVERSITY (CWRU), AND GRANTS SCHOLARSHIPS TO STUDENTS AT CWRU. PART II - ADDITIONAL INFORAMTION REGARDING GRANTS: THE CASE ALUMNI ASSOCIATION AWARDS SCHOLARSHIPS TO STUDENTS OF THE CASE SCHOOL OF ENGINEERING AND THE MATH AND SCIENCE DEPARTMENTS OF THE CASE SCHOOL OF THE ARTS. MOST SCHOLARSHIPS ARE AWARDED IN THE SPRING OF THE CURRENT FISCAL YEAR FOR THE COMING ACADEMIC YEAR. SCHOLARSHIP RECIPIENTS MUST REMAIN A STUDENT OF AN ELIGIBLE DEPARTMENT AND ATTEND FOR THE SEMESTER TO EARN THEIR SCHOLARSHIP. SCHOLARSHIPS ARE RECONCILED AT THE END OF THE FALL AND SPRING SEMESTERS TO ENSURE STUDENTS HAVE MET THE REQUISITE CRITERIA. AS THE SCHOLARSHIPS ARE CONDITIONAL UPON THE RECIPIENT'S CONTINUED ELIGIBILITY, AN ESTIMATE OF THE TOTAL AMOUNT TO BE AWARDED IN THE NEXT ACADEMIC YEAR IS RECODED AS A LIABILITY AT THE END OF EACH FISCAL YEAR. DUE TO AN ACCOUNTING PROCESS CHANGE RELATED TO MULTI-YEAR CONTRACTUAL SCHOLARSHIPS, THE CAA RECOGNIZED SCHOLARSHIP EXPENSE OF ONLY $601,000 FOR FY23. ACTUAL SCHOLARSHIP DISTRIBUTIONS TO CASE WESTERN RESERVE UNIVERSITY DURING THE 2022-2023 ACADEMIC YEAR TOTALED $1,363,475 AWARDED TO 268 STUDENTS. X 3 106039 FMV 0 0 1 1 PART I, LINE 32B: USE OF THIRD PARTIES - THE FOUNDATION USED A SECURITIES BROKER TO SELL ITS DONATED SECURITIES. THE FEES CHARGED BY THESE SERVICE PROVIDERS WERE AT FAIR MARKET VALUE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW - THE AUDIT COMMITTEE HAS BEEN DELEGATED THE AUTHORITY TO REVIEW FORM 990 PRIOR TO FILING BY THE OFFICERS OF THE CASE ALUMNI FOUNDATION. AT THE NEXT MEETING OF THE OFFICERS AFTER THE AUDIT COMMITTEE'S REVIEW, A COPY OF FORM 990 IS MADE AVAILABLE TO ALL OFFICERS AND TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - AT THE START OF EACH FISCAL YEAR, A CONFLICT OF INTEREST (COI) STATEMENT IS MAILED TO ALL OFFICERS AND DIRECTORS. A COMPLETED AND SIGNED COPY OF THE COI MUST BE RECEIVED BY THE FOUNDATION BEFORE THE OFFICER OR DIRECTOR IS ALLOWED TO PARTICIPATE IN MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE FOUNDATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INCOME AGREEMENTS 87,026. CASE ALUMNI ASSOCIATION INC 10900 EUCLID AVE 109 CLEVELAND OH 44106 204435833 ALUMNI ASSOCIATION OH 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0