Nonprofit · EIN 20-0401095
CASE ALUMNI FOUNDATION
Tax-exempt · CLEVELAND, OH 44106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,620,236 | $5,401,746 | $1,218,490 | $95,737,958 | $2,011,501 | $93,726,457 |
| June 30, 2024 | 990 | $4,747,540 | $4,881,252 | -$133,712 | $90,597,550 | $1,440,715 | $89,156,835 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,940,856
- Program service revenue
- $0
- Investment income
- $4,679,380
- Net gain from sales of assets
- $2,822,996
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,397,313
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $5,397,313
- Management and general (functional)
- $4,433
Balance sheet and other
- Total assets, start of year
- $90,597,550
- Total assets, end of year
- $95,737,958
- Total liabilities, end of year
- $2,011,501
- Net assets, end of year
- $93,726,457
- Publicly traded securities
- $95,293,017
- Net assets without donor restrictions
- $5,617,277
- Net assets with donor restrictions
- $88,109,180
- Gross receipts
- $6,620,236
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2004
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GINA BEIM MS '87 MBA '04 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| KEVIN BRACY '93 MS '94 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| SUNNIVA COLLINS MS '91 PHD '94 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| ED CORDIANO '97 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| STEVE FOSSI '78 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| JIM KILMER '00 MSE '00 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| HANG LOI '88 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| ERIC MATYAC '94 | CHAIR Trustee or director, Officer | 1 | $0 |
| STEVE SIMMONS '79 MS '82 MBA '86 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GINA BEIM MS '87 MBA '04 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| KEVIN BRACY '93 MS '94 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| SUNNIVA COLLINS MS '91 PHD '94 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| ED CORDIANO '97 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| STEVE FOSSI '78 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| JIM KILMER '00 MSE '00 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| HANG LOI '88 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
| ERIC MATYAC '94 | CHAIR Trustee or director, Officer | 1 | $0 |
| STEVE SIMMONS '79 MS '82 MBA '86 | 3-YEAR DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10900 EUCLID AVENUE 109, CLEVELAND, OH 44106-1712
- In care of
- % THOMAS CONLON
- Principal officer (990 for 2024)
- STEPHEN J ZINRAM, 10900 EUCLID AVENUE 109, CLEVELAND, OH 44106
- Signed the 990
- STEPHEN J ZINRAM, CHIEF EXECUTIVE OFFICER
- Phone
- (216) 231-4567
- Return prepared by
- MALONEY NOVOTNY LLC
Mission
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.
Program accomplishments
- 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.Expenses $5,397,313 · grants $5,397,313
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0401095
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $95,737,958
- Income (IRS master file)
- $6,620,236
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,000,903 | $4,224,768 | $83,058,078 | IRS |
| 990 | June 2022 | $22,478,692 | $14,822,024 | $78,636,719 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CASE ALUMNI FOUNDATION
- What is the EIN of CASE ALUMNI FOUNDATION?
- The employer identification number (EIN) of CASE ALUMNI FOUNDATION is 20-0401095.
- Is CASE ALUMNI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to CASE ALUMNI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASE ALUMNI FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASE ALUMNI FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASE ALUMNI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CASE ALUMNI FOUNDATION?
- The 990 for the year ended June 30, 2025 names STEPHEN J ZINRAM.
- Who are the officers and directors of CASE ALUMNI FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CASE ALUMNI FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,620,236, expenses of $5,401,746 and total assets of $95,737,958 at year end.
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