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Nonprofit · EIN 34-1018992

CASE WESTERN RESERVE UNIVERSITY

Tax-exempt · CLEVELAND, OH 44106

Financials

$1.5B$1.5B2022$1.6B$1.5B2023$1.7B$1.7B2024
Revenue Expenses · by fiscal year end
Financials of CASE WESTERN RESERVE UNIVERSITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,735,353,050$1,651,834,029$83,519,021$4,672,650,201$1,202,135,592$3,470,514,609
June 30, 2024990$1,607,017,960$1,539,882,301$67,135,659$4,486,910,997$1,203,917,901$3,282,993,096
June 30, 2023990$1,525,353,038$1,454,249,380$71,103,658$4,261,815,292$1,208,601,488$3,053,213,804
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$719,312,252
of which government grants
$430,994,240
Program service revenue
$838,372,777
Investment income
$177,688,730
Royalties
$980,314
Net rental income
-$1,001,023
Net gain from sales of assets
$135,227,157
Other revenue
-$20,709

Expenses

Grants and similar amounts paid
$332,175,390
Compensation of officers, directors and key employees
$6,718,400
Other salaries and wages
$480,414,094
Salaries, compensation and benefits (total)
$619,485,523
Professional fundraising fees
$321,753
Legal fees
$8,188,262
Accounting fees
$693,911
Occupancy
$73,919,766
Travel
$17,600,962
Depreciation
$85,251,415
Program services (functional)
$1,472,270,826
Management and general (functional)
$166,763,152
Fundraising (functional)
$12,800,051

Balance sheet and other

Total assets, start of year
$4,486,910,997
Total assets, end of year
$4,672,650,201
Total liabilities, end of year
$1,202,135,592
Net assets, end of year
$3,470,514,609
Land, buildings and equipment
$961,217,281
Publicly traded securities
$666,401,500
Net assets without donor restrictions
$503,302,263
Net assets with donor restrictions
$2,967,212,346
Gross unrelated business income
$21,445,079
Gross receipts
$2,801,368,506
Employees
10,967
Volunteers
627
Year formed
1826
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.

NameTitleHours / weekCompensationOther / benefits
Eric KalerPresident, Ex Officio
Trustee or director, Officer
60$2,096,565$52,155
Stanton GersonSr. VP; Dean & Professor
Key employee
60$1,393,242$251,912
John SiderasExecutive VP for Finance & CFO (End 1/31/25)
Officer
60$1,005,794$53,084
Gary SchwartzProfessor
Highest-paid employee
60$988,642$52,155
Dale BaurProfessor
Highest-paid employee
60$918,941$51,847
Carol MossSr. VP for University Relations and Development
Key employee
60$828,839$52,812
Tim MilanichChief Investment Officer
Highest-paid employee
60$774,773$57,151
Joy WardProvost & Executive Vice President
Officer
60$662,215$46,471
Jonathan HainesProfessor
Highest-paid employee
60$628,257$53,084
Peter PoulosVP, Gen Counsel, Secretary
Officer
60$617,524$52,121
Lia LogioVice Dean & Professor
Highest-paid employee
60$576,525$57,600
Pamela DavisProfessor
Former
60$511,223$46,620
Michael LeeTreasurer
Officer
60$240,885$35,467
Scott CowenTrustee
Trustee or director
2$235,502$21,822
Aarti ChandnaVice Chair of the Board of Trustees
Trustee or director
2$0$0
42 more people on this return
NameTitleHours / weekCompensation
Amy G BradyTrustee
Trustee or director
2$0
Anand SwaminathanVice Chair of the Board of Trustees
Trustee or director
2$0
Celia WeatherheadTrustee
Trustee or director
2$0
Charles HallbergTrustee
Trustee or director
2$0
Charles J KochTrustee
Trustee or director
2$0
Colleen BatchelerTrustee
Trustee or director
2$0
David M CarrTrustee
Trustee or director
2$0
Debra WilfongTrustee
Trustee or director
2$0
Donald J RichardsTrustee
Trustee or director
2$0
Frank N LinsalataTrustee
Trustee or director
2$0
Fred DisantoTrustee
Trustee or director
2$0
Geoffrey Duyk MD PhDTrustee
Trustee or director
2$0
Gordon R DailyTrustee
Trustee or director
2$0
J David HellerTrustee
Trustee or director
2$0
Jacquelyn NanceTrustee
Trustee or director
2$0
James A RatnerTrustee
Trustee or director
2$0
James E Fleming Jr MDTrustee
Trustee or director
2$0
James RichmanTrustee
Trustee or director
2$0
JoAnn GlickTrustee
Trustee or director
2$0
John Kobs IITrustee
Trustee or director
2$0
Joseph MandatoTrustee
Trustee or director
2$0
Julie Gerberding MD MPHChair of the Board of Trustees
Trustee or director
2$0
Kathy MagliatoTrustee
Trustee or director
2$0
Laura QuatelaTrustee
Trustee or director
2$0
Lawrence M SearsTrustee
Trustee or director
2$0
Mark WeinbergerTrustee
Trustee or director
2$0
Milton MarquisTrustee
Trustee or director
2$0
Rexford TibbensTrustee
Trustee or director
2$0
Richard MuellerTrustee
Trustee or director
2$0
Robert PaveyTrustee
Trustee or director
2$0
Roe GreenTrustee
Trustee or director
2$0
Ronald RichardTrustee
Trustee or director
2$0
Sara Moll PhDTrustee
Trustee or director
2$0
Stephen HoffmanTrustee
Trustee or director
2$0
Susan MucciaroneTrustee
Trustee or director
2$0
Thomas MandelTrustee
Trustee or director
2$0
Vincent Gaudiani MDTrustee
Trustee or director
2$0
Virginia BarbatoTrustee
Trustee or director
2$0
W Craig BasheinTrustee
Trustee or director
2$0
Wael Barsoum MDTrustee
Trustee or director
2$0
William LewisTrustee
Trustee or director
2$0
Brian D BurnettExecutive Vice President and CFO (Beg 1/1/25)
Officer
60$0
990 for the year ended June 30, 2024: 59 people
NameTitleHours / weekCompensationOther / benefits
Eric KalerPresident, Ex Officio
Trustee or director, Officer
60$1,846,316$48,759
John SiderasExecutive VP for Finance & CFO
Officer
60$1,341,948$49,688
Stanton GersonSr. VP; Dean & Professor
Key employee
60$1,118,519$248,696
Tim MilanichChief Investment Officer
Highest-paid employee
60$764,999$54,068
Carol MossSr. VP for University Relations and Development
Key employee
60$749,647$47,059
Dale BaurProfessor
Highest-paid employee
60$695,850$48,212
Gary SchwartzProfessor
Highest-paid employee
60$705,805$25,677
Peter PoulosVP, Gen Counsel, Secretary
Officer
60$665,499$48,775
Jonathan HainesProfessor
Highest-paid employee
60$565,425$50,216
Joy WardProvost & Executive Vice President (Beg 1/1/2024)
Officer
60$516,108$43,599
Pamela DavisProfessor
Former
60$493,051$44,124
Ben VinsonProvost & Executive Vice President (End 6/30/23)
Former
60$497,025$28,818
Michael William KonstanProfessor
Highest-paid employee
60$471,297$41,535
Cyrus TaylorProfessor
Former
60$238,812$41,840
Michael LeeTreasurer
Officer
60$229,208$33,287
Scott CowenTrustee
Trustee or director
2$116,543$4,351
Aarti ChandnaVice Chair of the Board of Trustees
Trustee or director
2$0$0
Anand SwaminathanVice Chair of the Board of Trustees
Trustee or director
2$0$0
Celia WeatherheadTrustee
Trustee or director
2$0$0
Charles HallbergTrustee
Trustee or director
2$0$0
Charles J KochTrustee
Trustee or director
2$0$0
Colleen BatchelerTrustee
Trustee or director
2$0$0
Daniel P HarringtonTrustee
Trustee or director
2$0$0
David M CarrTrustee
Trustee or director
2$0$0
Debra WilfongTrustee
Trustee or director
2$0$0
Dominic OzanneTrustee
Trustee or director
2$0$0
Donald J RichardsTrustee
Trustee or director
2$0$0
Frank N LinsalataTrustee
Trustee or director
2$0$0
Fred DisantoChairman of the Board of Trustees
Trustee or director
2$0$0
Geoffrey Duyk MD PhDTrustee
Trustee or director
2$0$0
Gordon R DailyTrustee
Trustee or director
2$0$0
J David HellerTrustee
Trustee or director
2$0$0
Jacquelyn NanceTrustee
Trustee or director
2$0$0
James A RatnerTrustee
Trustee or director
2$0$0
James E Fleming Jr MDTrustee
Trustee or director
2$0$0
James RichmanTrustee
Trustee or director
2$0$0
JoAnn GlickTrustee
Trustee or director
2$0$0
John Kobs IITrustee
Trustee or director
2$0$0
Joseph MandatoTrustee
Trustee or director
2$0$0
Julie Gerberding MD MPHVice Chair of the Board of Trustees
Trustee or director
2$0$0
Kathy MagliatoTrustee
Trustee or director
2$0$0
Laura QuatelaTrustee
Trustee or director
2$0$0
Lawrence M SearsTrustee
Trustee or director
2$0$0
Mark WeinbergerTrustee
Trustee or director
2$0$0
Milton MarquisTrustee
Trustee or director
2$0$0
Rexford TibbensTrustee
Trustee or director
2$0$0
Richard MuellerTrustee
Trustee or director
2$0$0
Robert PaveyTrustee
Trustee or director
2$0$0
Roe GreenTrustee
Trustee or director
2$0$0
Ronald RichardTrustee
Trustee or director
2$0$0
Sara Moll PhDTrustee
Trustee or director
2$0$0
Stephen HoffmanTrustee
Trustee or director
2$0$0
Susan MucciaroneTrustee
Trustee or director
2$0$0
Thomas F McKeeTrustee
Trustee or director
2$0$0
Thomas MandelTrustee
Trustee or director
2$0$0
Vincent Gaudiani MDTrustee
Trustee or director
2$0$0
Virginia BarbatoTrustee
Trustee or director
2$0$0
W Craig BasheinTrustee
Trustee or director
2$0$0
William LewisTrustee
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 61 people
NameTitleHours / weekCompensationOther / benefits
Eric KalerPresident, Ex Officio
Trustee or director, Officer
60$1,456,630$46,533
Stanton GersonSr. VP; Dean & Professor
Key employee
60$1,250,473$179,870
Tim MilanichChief Investment Officer
Highest-paid employee
60$873,277$51,146
John SiderasExecutive VP for Finance & CFO
Officer
60$794,825$47,462
Ben Vinson IIIProvost & Executive Vice President (End 6/30/23)
Officer
60$790,124$41,373
Dale BaurProfessor
Highest-paid employee
60$627,278$45,542
Carol MossSr. VP for University Relations and Development
Key employee
60$610,398$41,635
Jonathan HainesProfessor
Highest-paid employee
60$553,202$47,486
Peter PoulosVP, Gen Counsel, Secretary
Officer
60$538,969$40,967
Lia LogioVice Dean & Professor
Highest-paid employee
60$538,995$38,650
Michael William KonstanProfessor
Highest-paid employee
60$534,836$39,081
Pamela DavisProfessor
Former
60$472,263$40,563
Cyrus TaylorProfessor
Former
60$227,223$40,407
Michael LeeTreasurer
Officer
60$218,955$32,131
Barbara SnyderPresident (End 9/30/20)
Former
60$140,000$0
Aarti ChandnaTrustee
Trustee or director
2$0$0
Anand SwaminathanTrustee
Trustee or director
2$0$0
Andrew MedvedevTrustee
Trustee or director
2$0$0
Celia WeatherheadTrustee
Trustee or director
2$0$0
Charles D FowlerTrustee
Trustee or director
2$0$0
Charles HallbergTrustee
Trustee or director
2$0$0
Charles J KochTrustee
Trustee or director
2$0$0
Colleen BatchelerTrustee
Trustee or director
2$0$0
Daniel P HarringtonTrustee
Trustee or director
2$0$0
David M CarrTrustee
Trustee or director
2$0$0
Debra WilfongTrustee
Trustee or director
2$0$0
Dominic OzanneTrustee
Trustee or director
2$0$0
Donald J RichardsVice Chair of The Board of Trustees
Trustee or director
2$0$0
Frank N LinsalataTrustee
Trustee or director
2$0$0
Fred DisantoChairman of the Board of Trustees
Trustee or director
2$0$0
Geoffrey Duyk MD PhDTrustee
Trustee or director
2$0$0
Gordon R DailyTrustee
Trustee or director
2$0$0
J David HellerTrustee
Trustee or director
2$0$0
Jacquelyn NanceTrustee
Trustee or director
2$0$0
James A RatnerTrustee
Trustee or director
2$0$0
James E Fleming Jr MDTrustee
Trustee or director
2$0$0
James RichmanTrustee
Trustee or director
2$0$0
JoAnn GlickTrustee
Trustee or director
2$0$0
John Kobs IITrustee
Trustee or director
2$0$0
Joseph A SabatiniTrustee
Trustee or director
2$0$0
Joseph MandatoTrustee
Trustee or director
2$0$0
Julie Gerberding MD MPHVice Chair of the Board of Trustees
Trustee or director
2$0$0
Kathy MagliatoTrustee
Trustee or director
2$0$0
Lawrence M SearsTrustee
Trustee or director
2$0$0
Mark WeinbergerTrustee
Trustee or director
2$0$0
Milton MarquisTrustee
Trustee or director
2$0$0
Rexford TibbensTrustee
Trustee or director
2$0$0
Richard MuellerTrustee
Trustee or director
2$0$0
Robert PaveyTrustee
Trustee or director
2$0$0
Roe GreenTrustee
Trustee or director
2$0$0
Sara Moll PhDTrustee
Trustee or director
2$0$0
Scott CowenTrustee
Trustee or director
2$0$0
Steven AltschulerTrustee
Trustee or director
2$0$0
Susan MucciaroneTrustee
Trustee or director
2$0$0
Susie GharibTrustee
Trustee or director
2$0$0
Thomas F McKeeTrustee
Trustee or director
2$0$0
Thomas MandelTrustee
Trustee or director
2$0$0
Vincent Gaudiani MDTrustee
Trustee or director
2$0$0
Virginia BarbatoTrustee
Trustee or director
2$0$0
W Craig BasheinTrustee
Trustee or director
2$0$0
William LewisTrustee
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
10969 CEDAR AVE SUITE 200, CLEVELAND, OH 44106-3004
In care of
% KEYBANK NATIONAL ASSOCIATION
Mailing address (990-N for 2024)
9601 Chester Ave, Cleveland OH 44106
Principal officer (990 for 2024)
Eric Kaler, 10900 EUCLID AVENUE, CLEVELAND, OH 441067006
Principal officer (990-N for 2024)
Giancarlo Lombardozzi, 9601 Chester Ave, Cleveland OH 44106
Signed the 990
BRIAN BURNETT, Executive Vice President and CFO
Phone
(216) 368-2126
Return prepared by
PwC US Tax LLP

Mission

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 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.

990 for the year ended June 30, 2025

Program accomplishments

  • THE ACADEMIC PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY ARE ADMINISTERED THROUGH ITS SCHOOLS AND COLLEGES. CURRENTLY 12,545 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.
    Expenses $812,032,232 · grants $291,467,862 · revenue $682,911,153
  • CASE WESTERN RESERVE UNIVERSITY IS CLASSIFIED AS A RESEARCH UNIVERSITY (VERY HIGH RESEARCH ACTIVITY) - EXTENSIVE BY THE CARNEGIE COMMISSION ON HIGHER EDUCATION. THIS CLASSIFICATION IS GIVEN TO THOSE INSTITUTIONS THAT TRAIN THE GREATEST NUMBER OF FUTURE RESEARCHERS (USUALLY MEASURED BY THE NUMBER OF PHD 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.
    Expenses $446,760,775 · grants $40,707,528
  • AUXILIARIES 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.
    Expenses $103,405,524 · revenue $108,262,146
  • 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 OVER 3 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.
    Expenses $110,072,295 · revenue $47,199,478

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-N on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-1018992
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1952
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B430)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2024
Officer: Giancarlo Lombardozzi
June 30, 2025≤ $50,000 receipts––e-Postcard
990June 2025$1,735,353,050$1,651,834,029$4,672,650,201IRS
990-TJune 2025–––IRS
990June 2024$1,607,017,960$1,539,882,301$4,486,910,997IRS
990-TJune 2024–––IRS
990June 2023$1,525,353,038$1,454,249,380$4,261,815,292XML
990-TJune 2023–––IRS
990-N for 2021June 30, 2022≤ $50,000 receipts––e-Postcard
990June 2022$1,531,453,122$1,292,354,516$4,006,031,808IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 34-1018992).

Questions about CASE WESTERN RESERVE UNIVERSITY

What is the EIN of CASE WESTERN RESERVE UNIVERSITY?
The employer identification number (EIN) of CASE WESTERN RESERVE UNIVERSITY is 34-1018992.
Is CASE WESTERN RESERVE UNIVERSITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
Are donations to CASE WESTERN RESERVE UNIVERSITY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CASE WESTERN RESERVE UNIVERSITY file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of CASE WESTERN RESERVE UNIVERSITY 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 WESTERN RESERVE UNIVERSITY last file with the IRS?
The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
Who is the principal officer of CASE WESTERN RESERVE UNIVERSITY?
The 990 for the year ended June 30, 2025 names Eric Kaler.
Who are the officers and directors of CASE WESTERN RESERVE UNIVERSITY?
The 990 for the year ended June 30, 2025 lists 57 people; 14 received compensation from the organization, the highest $2,096,565 (Eric Kaler, President, Ex Officio).
How much revenue does CASE WESTERN RESERVE UNIVERSITY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,735,353,050, expenses of $1,651,834,029 and total assets of $4,672,650,201 at year end.

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