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Nonprofit · EIN 84-2359543

CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC

Tax-exempt · CAMBRIDGE, MA 02138

Financials

$709K$1.3M2022$1.1M$1.5M2023$1.3M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,302,023$1,315,489-$13,466$5,255,718$126,985$5,128,733
June 30, 2024990$1,061,403$1,463,930-$402,527$5,333,442$190,908$5,142,534
June 30, 2023990$709,343$1,326,034-$616,691$5,762,642$217,341$5,545,301
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,065,000
Program service revenue
$0
Investment income
$237,023
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$198,108
Other salaries and wages
$607,169
Salaries, compensation and benefits (total)
$976,331
Professional fundraising fees
$0
Accounting fees
$46,560
Occupancy
$78,241
Depreciation
$2,121
Program services (functional)
$1,054,086
Management and general (functional)
$238,379
Fundraising (functional)
$23,024

Balance sheet and other

Total assets, start of year
$5,333,442
Total assets, end of year
$5,255,718
Total liabilities, end of year
$126,985
Net assets, end of year
$5,128,733
Land, buildings and equipment
$55,260
Net assets without donor restrictions
$5,128,733
Gross receipts
$1,302,023
Employees
16
Volunteers
7
Year formed
2019
State of legal domicile
MA

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
RACHEL CROCKER FORDMANAGING DIRECTOR
Officer
40$178,269$4,589
TIM LAMBERTDIRECTOR OF RESEARCH
Highest-paid employee
40$124,440$11,497
JOANNA BEINHORNOPERATINGS MANAGER
Highest-paid employee
40$102,970$20,176
MELANIE STINNETTMANAGING DIRECTOR (UNTIL 6/7/24)
Officer
37.5$54,405$13,126
DAVID MOSSPRESIDENT
Trustee or director, Officer
1.75$0$0
STEPHEN COHENCLERK
Trustee or director, Officer
1$0$0
MITCHELL WEISSDIRECTOR
Trustee or director
1$0$0
DEIRDRE KAMLANIDIRECTOR
Trustee or director
1$0$0
STACEY CHILDRESSDIRECTOR
Trustee or director
1$0$0
WALTER FRIEDMANTREASURER
Officer
1.75$0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensationOther / benefits
MELANIE STINNETTMANAGING DIRECTOR (UNTIL 6/7/24)
Officer
37.5$118,664$24,818
TIM LAMBERTDIRECTOR OF RESEARCH
Highest-paid employee
40$115,678$10,861
RACHEL FORDMANAGING DIRECTOR (AS OF 12/5/23)
Officer
40$15,625$74
DAVID MOSSPRESIDENT
Trustee or director, Officer
1.75$0$0
STEPHEN COHENCLERK
Trustee or director, Officer
1$0$0
MITCHELL WEISSDIRECTOR
Trustee or director
1$0$0
DEIRDRE KAMLANIDIRECTOR
Trustee or director
1$0$0
STACEY CHILDRESSDIRECTOR
Trustee or director
1$0$0
WALTER FRIEDMANTREASURER
Officer
1.75$0$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
MELANIE STINNETTMANAGING DIRECTOR
Officer
37.5$106,722$23,570
TIM LAMBERTDIRECTOR OF RESEARCH
Highest-paid employee
40$103,858$10,223
DAVID MOSSPRESIDENT
Trustee or director, Officer
1.75$0$0
WALTER FRIEDMANTREASURER
Officer
1.75$0$0
STEPHEN COHENCLERK
Trustee or director, Officer
1$0$0
MITCH WEISSDIRECTOR
Trustee or director
1$0$0
DEIRDRE KAMLANIDIRECTOR
Trustee or director
1$0$0
STACEY CHILDRESSDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
8 STORY ST STE 100, CAMBRIDGE, MA 02138-4987
Principal officer (990 for 2024)
RACHEL CROCKER FORD, 8 STORY STREET 100, CAMBRIDGE, MA 02138
Signed the 990
RACHEL CROCKER FORD, MANAGING DIRECTOR
Phone
(617) 495-0458
Return prepared by
AAFCPAS INC

Mission

THE MISSION OF THE CASE METHOD INSTITUTE IS TO ENSURE THE HIGHEST QUALITY EDUCATION FOR AMERICA'S HIGH SCHOOL STUDENTS-AND TO FULFILL THE DEMOCRATIC PROMISE OF THAT EDUCATION-BY EMPOWERING TEACHERS TO HARNESS THE CASE METHOD IN THEIR CLASSROOMS.

990 for the year ended June 30, 2025

Program accomplishments

  • TEACHER SUPPORT: CMI ESTABLISHES PARTNERSHIPS WITH TEACHERS ON AN INDIVIDUAL BASIS, PROVIDES TEACHERS WITH ONGOING SUPPORT AND COACHING, AND PURSUES A TWO-WAY EXCHANGE OF IDEAS AROUND HOW BEST TO UTILIZE THE CASE METHOD IN HIGH SCHOOLS.
    Expenses $395,087
  • RECRUITING: CMI ACTIVELY LOOKS FOR WAYS TO REACH AND PARTNER WITH TEACHERS INTERESTED IN INTRODUCING THE CASE METHOD - AND ITS CASE-BASED CURRICULUM - INTO THEIR HIGH SCHOOL CLASSROOMS. THE INSTITUTE ALSO BRINGS CASE DISCUSSIONS AT TIMES TO OTHER AUDIENCES (SUCH AS SCHOOL ADMINISTRATORS OR MEMBERS OF THE GENERAL PUBLIC), WHO IN TURN OFTEN RECOMMEND THE PROGRAM TO TEACHERS IN THEIR NETWORKS.
    Expenses $315,062
  • PROGRAM ASSESSMENT: CMI CONDUCTS RIGOROUS RESEARCH AND INTERNAL ASSESSMENTS TO EVALUATE THE EFFECTIVENESS OF ITS PROGRAM, IMPROVE AND REFINE ALL ASPECTS OF ITS WORK, AND PROVIDE TEACHERS WITH ACTIONABLE FINDINGS FROM ITS RESEARCH THAT HAVE THE POTENTIAL TO HELP STRENGTHEN CASE-BASED TEACHING IN THEIR CLASSROOMS.
    Expenses $216,483
  • PROFESSIONAL DEVELOPMENT: CMI OFFERS PREMIER PROFESSIONAL DEVELOPMENT WORKSHOPS TO TEACHERS, INTRODUCING THEM TO THE CASE METHOD AND THE PROGRAM'S CASE-BASED CURRICULUM, AND SHOWING HOW BOTH CAN BE USED MOST EFFECTIVELY IN THE CLASSROOM.
    Expenses $127,454
  • CASE DEVELOPMENT: CMI CURRENTLY DRAWS ON CASES FROM ITS HISTORY OF AMERICAN DEMOCRACY CURRICULUM FOR USE IN U.S. HISTORY, GOVERNMENT, AND CIVICS COURSES, AND IT IS WORKING TO BROADEN ITS CASE LIBRARY OVER TIME.

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

IRS record

EIN
84-2359543
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
2020
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$5,255,718
Income (IRS master file)
$1,302,023

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,302,023$1,315,489$5,255,718XML
990June 2024$1,061,403$1,463,930$5,333,442XML
990June 2023$709,343$1,326,034$5,762,642XML
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––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 84-2359543).

Questions about CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC

What is the EIN of CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC?
The employer identification number (EIN) of CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC is 84-2359543.
Is CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC 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 METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC 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 METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC 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 METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC?
The 990 for the year ended June 30, 2025 names RACHEL CROCKER FORD.
Who are the officers and directors of CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC?
The 990 for the year ended June 30, 2025 lists 10 people; 4 received compensation from the organization, the highest $178,269 (RACHEL CROCKER FORD, MANAGING DIRECTOR).
How much revenue does CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,302,023, expenses of $1,315,489 and total assets of $5,255,718 at year end.

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