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The Case Centre USA Ltd FY2023 filing

Wellesley, MAUnknown exempt organizationEIN 04-3143431Revenue $243K in FY2023

On file with the IRSthecasecentre.orgBabson College Babson Park · Wellesley, MA

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Distributes management Case studies, videos & slides mainly to business universities throughout the united states.

49¢ of each $1 spent went to programs.
$93K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $11K a year · 5% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
49%
of spending
Concern: 49% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$93K
to officers and key staff · 35% of spending
Concern: pay to officers and key staff is 35% of spending; over 30%.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 9.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$52K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$243K
+5% vs prior year
Spent
$267K
To programs
49%
Net assets
$164K
By yearFY2021–FY2023
Revenue
$243K
FY2023▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2021$238K
FY2022$231K
FY2023$243K
FY2023−$2K
Expenses
$267K
FY2023▲ +25%
Tap a bar for its year
Expenses by fiscal year
FY2021$198K
FY2022$213K
FY2023$267K
FY2023$162K
Net assets
$164K
FY2023▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2021$170K
FY2022$188K
FY2023$164K
FY2023$0

From the FY2023 Form 990 (year ending March 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

49 cents of each dollar spent went to programs.

Program services 49% · $131K Management & general 51% · $136K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $93K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Eric Aldrich
Treasurer
$93,000Pt VII · Sec A
Lourdes Casanova
Board Member
$0Pt VII · Sec A
Dana Hyde
Board Member
$0Pt VII · Sec A
Vineet Kumar
Board Member
$0Pt VII · Sec A
Joanne Lawrence
Board Member
$0Pt VII · Sec A
David Wesley
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Case Centre USA Ltd executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides business case studies, videos, and slides to universities nationwide.

Questions for The Case Centre USA Ltd

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Provided by the organization

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1 program · $131K · in their own filed words · FY2022
01

The organization distributes management case studies, videos & slides principally to universities throughout the U.S. To assist educators in teaching, particularly in business schools

$131Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$243K
Ln 12
Other incomeLn 4–11$243K
Money outPt IX
$267K
Ln 25
Programscol B$131K
Managementcol C$136K
Owns and owesPt X
$164K
net assets · Ln 32
Cash and savingsLn 1–2$206K
Total assetsLn 16$216K
LiabilitiesLn 26$52K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Other incomeLn 4–11$243K
Total revenueLn 12$243K
Assets in detailPt X, end of year
CashLn 1$206K
Cash and savings togetherLn 1–2$206K
Land, buildings, equipmentLn 10c$7K
Total assetsLn 16$216K
LiabilitiesLn 26$52K
Net assetsLn 32$164K
OperationsPt I, VI
EmployeesI 52
VolunteersI 60
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$235K$206K
Land, buildings, equipmentLn 10c$5K$7K
Total assetsLn 16$242K$216K
LiabilitiesLn 26$54K$52K
Net assetsLn 32$188K$164K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$142K$63K$79K
Payroll taxesLn 10$11K$5K$6K
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$16K$16K
Advertising and promotionLn 12$30K$30K
TravelLn 17$13K$13K
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$34K$17K$17K
Other expenses (24a–d)Ln 24$7K$3K$4K
Total functional expensesLn 25$267K$131K$136K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Viewing $243K$267K−$24K$164K 990 PDF
FY2022 $231K$213K$18K$188K 990 PDF
FY2021 $238K$198K$40K$170K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $243,030 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $231,382$243,030
I-12 Total revenuePrior year $231,382$243,030
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $152,974$152,983
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $60,517$113,903
I-18 Total expensesPrior year $213,491$266,886
I-19 Revenue less expensesPrior year $17,891−$23,856
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $243,030 across 1 lines filed
Lines not itemized here account for $243,030 of total revenue; see the IRS return.
VIII-12 Total revenueRelated to mission $243,030 · Unrelated business $0 · Excluded from tax $0$243,030
Part IX · Statement of functional expenses $266,886 across 9 lines filed
IX-7 Other salaries and wagesPrograms $62,950 · Management $79,050$142,000
IX-10 Payroll taxesPrograms $4,869 · Management $6,114$10,983
IX-11b Legal feesManagement $10,343$10,343
IX-11c Accounting feesManagement $16,470$16,470
IX-12 Advertising and promotionPrograms $30,064$30,064
IX-17 TravelPrograms $13,209$13,209
IX-22 Depreciation, depletion and amortizationManagement $2,257$2,257
IX-23 InsurancePrograms $17,187 · Management $17,186$34,373
IX-24 Other expenses (24a–d)Programs $2,982 · Management $4,205$7,187
IX-25 Total functional expensesPrograms $131,261 · Management $135,625 · Fundraising $0$266,886
Part X · Balance sheet $215,574 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $235,318$205,998
X-4 Accounts receivableStart of year $1,386$2,580
X-8 Inventories for sale or useStart of year $121$338
X-10c Land, buildings and equipment, netStart of year $4,679$6,658
X-16 Total assetsStart of year $241,504$215,574
X-17 Accounts payable and accrued expensesStart of year $16,843$18,219
X-25 Other liabilitiesStart of year $36,813$33,363
X-26 Total liabilitiesStart of year $53,656$51,582
X-27 Net assets without donor restrictionsStart of year $187,848$163,992
X-32 Total net assets or fund balancesStart of year $187,848$163,992
X-33 Total liabilities and net assetsStart of year $241,504$215,574
Part XI · Reconciliation of net assets $163,992 net assets at year end
XI-1 Total revenue$243,030
XI-2 Total expenses$266,886
XI-3 Revenue less expenses−$23,856
XI-4 Net assets at start of year$187,848
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$163,992

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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