Case Western Reserve University: Nonprofit Profile, Financials & Form 990 (EIN 34-1018992)

Revenue by fiscal year
FY2020	$1.3B
FY2021	$1.3B
FY2022	$1.5B
FY2023	$1.5B
FY2024	$1.6B
FY2025	$1.7B

Expenses by fiscal year
FY2020	$1.2B
FY2021	$1.2B
FY2022	$1.3B
FY2023	$1.5B
FY2024	$1.5B
FY2025	$1.7B

Net assets by fiscal year
FY2020	$2.3B
FY2021	$3.0B
FY2022	$2.9B
FY2023	$3.1B
FY2024	$3.3B
FY2025	$3.5B

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1952.

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

Where the money goes

89 cents of each dollar spent went to programs.

89%

Program services 89% · $1.5B Management & general 10% · $166.8M Fundraising 1% · $12.8M

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

57 people listed on the 990; $11.5M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Eric Kaler

President, Ex Officio

$2,096,565Pt VII · Sec A

Stanton Gerson

SR. Vp; Dean & Professor

$1,393,242Pt VII · Sec A

John Sideras

Executive VP for Finance & CFO (end 1/31/25)

$1,005,794Pt VII · Sec A

Gary Schwartz

Professor

$988,642Pt VII · Sec A

Dale Baur

Professor

$918,941Pt VII · Sec A

Carol Moss

SR. VP for University Relations and Development

$828,839Pt VII · Sec A

Tim Milanich

Chief Investment Officer

$774,773Pt VII · Sec A

Joy Ward

Provost & Executive Vice President

$662,215Pt VII · Sec A

Eric Kaler’s $2.1M as President, Ex Officio is at the 100th percentile of top reported officer pay among 146 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Eric Kaler	$2,096,565	$1,846,316	$1,456,630	$757,957	—	—
Barbara Snyder	—	—	$140,000	$220,000	$1,248,938	$1,906,789
Stanton Gerson	$1,393,242	$1,118,519	$1,250,473	$1,012,681	$849,137	$883,779
John Sideras	$1,005,794	$1,341,948	$794,825	$678,987	$624,504	$599,015
Gary Schwartz	$988,642	$705,805	—	—	—	—
Dale Baur	$918,941	$695,850	$627,278	$619,211	$543,229	$602,926
Pamela Davis	$511,223	$493,051	$472,263	$651,620	$832,526	$900,077
Tim Milanich	$774,773	$764,999	$873,277	$695,027	$530,400	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 15aYes

Programs and updates

Provides undergraduate and graduate education, conducts research across diverse disciplines, and offers campus housing and support services to foster student leadership and academic excellence.

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3 programs · $1.4B · in their own filed words · FY2024

01

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…

$812.0Mprogram expense

02

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…

$446.8Mprogram expense

03

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.

$103.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2025

Andrew Squire Testamentary TrustFY2025$3.8M

Coleman and Susan Burke Foundation INCFY2025$1.0M

Merck Company FoundationFY2025$400K

M R Lilly P and Mary Dickey Memorial FundFY2025$317K

Wings for Life USA - Spinal Cord Research Foundation INCFY2025$276K

Millikin Severance No 2 Fund A-2FY2025$230K

Alexs Lemonade Stand FoundationFY2025$209K

Andrew McDonough B Positive FoundationFY2025$150K

Total grants receivedfrom 27 funders$6.9M

See all 27 funders →

Grants paid · 18 grants · $1.5B · 2019–2024

Unitemized GrantFY2024$235,017,922

Unitemized GrantFY2024$87,545,941

Unitemized GrantFY2024$4,123,005

Unitemized GrantFY2023$210,389,703

Unitemized GrantFY2023$80,534,599

Unitemized GrantFY2023$4,170,703

Unitemized GrantFY2022$190,747,462

Unitemized GrantFY2022$73,439,086

Unitemized GrantFY2022$1,199,604

Unitemized GrantFY2021$165,260,615

Unitemized GrantFY2021$68,746,415

Unitemized GrantFY2021$8,556,775

Unitemized GrantFY2020$144,714,421

Unitemized GrantFY2020$62,611,449

Unitemized GrantFY2020$2,071,384

Unitemized GrantFY2019$142,391,673

Unitemized GrantFY2019$62,001,041

Unitemized GrantFY2019$2,344,329

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.7B

Ln 12

Fees for servicesLn 2g$838.4M

Gifts and grantsLn 1h$719.3M

Investment incomeLn 3$177.7M

Money outPt IX

$1.7B

Ln 25

Programscol B$1.5B

Managementcol C$166.8M

Fundraisingcol D$12.8M

Owns and owesPt X

$3.5B

net assets · Ln 32

Cash and savingsLn 1–2$282.6M

Total assetsLn 16$4.7B

LiabilitiesLn 26$1.2B

PeoplePt VI, VII

57

listed · VII A

PaidVII A14

Voting boardVI 1a40

IndependentVI 1b38

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$719.3M

Government grantsLn 1e$431.0M

Noncash giftsLn 1g$268K

Fees for servicesLn 2g$838.4M

Investment incomeLn 3$177.7M

Gains on assetsLn 7$135.2M

Total revenueLn 12$1.7B

Assets in detailPt X, end of year

CashLn 1$210.5M

SavingsLn 2$72.1M

Cash and savings togetherLn 1–2$282.6M

InvestmentsLn 11–13$2.58B

Land, buildings, equipmentLn 10c$961.2M

Other assetsLn 15$513.2M

Total assetsLn 16$4.7B

LiabilitiesLn 26$1.2B

Net assetsLn 32$3.5B

OperationsPt I, VI

EmployeesI 510,967

VolunteersI 6627

Fiscal year endsHeaderJune

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$278.7M	$282.6M
InvestmentsLn 11–13	$2.53B	$2.58B
Land, buildings, equipmentLn 10c	$875.8M	$961.2M
Total assetsLn 16	$4.49B	$4.67B
LiabilitiesLn 26	$1.20B	$1.20B
Net assetsLn 32	$3.28B	$3.47B

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$326.7M	$326.7M
Grants and assistance to foreign recipientsLn 3	$5.5M	$5.5M
Pay of current officers, directors and key staffLn 5	$6.7M	$1.5M	$4.5M	$767K
Other salaries and wagesLn 7	$480.4M	$416.5M	$57.3M	$6.6M
Pension plan contributionsLn 8	$36.3M	$31.1M	$4.6M	$549K
Other employee benefitsLn 9	$65.4M	$55.1M	$8.3M	$2.0M
Payroll taxesLn 10	$30.7M	$26.3M	$3.9M	$464K
Management feesLn 11a	$1.4M	$501K	$892K
Legal feesLn 11b	$8.2M	$109K	$7.6M	$457K
Accounting feesLn 11c	$694K		$694K
Lobbying feesLn 11d	$748K		$748K
Professional fundraising feesLn 11e	$322K			$322K
Other fees for servicesLn 11g	$68.9M	$65.0M	$3.7M	$230K
Advertising and promotionLn 12	$2.6M	$1.5M	$1.0M	$18K
Office expensesLn 13	$94.5M	$89.5M	$4.7M	$334K
Information technologyLn 14	$25.1M	$11.7M	$13.2M	$224K
OccupancyLn 16	$73.9M	$72.0M	$1.9M	$16K
TravelLn 17	$17.6M	$15.9M	$1.3M	$385K
Conferences, conventions and meetingsLn 19	$6.9M	$6.0M	$687K	$175K
InterestLn 20	$29.3M	$27.6M	$1.7M
Payments to affiliatesLn 21	$11.0M	$11.0M
Depreciation, depletion and amortizationLn 22	$85.3M	$73.7M	$11.6M
InsuranceLn 23	$32.7M	$3.5M	$29.2M
Other expenses (24a–d)Ln 24	$226.6M	$222.3M	$4.3M
All other expensesLn 24e	$14.3M	$9.2M	$4.9M	$228K
Total functional expensesLn 25	$1.65B	$1.47B	$166.8M	$12.8M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$1.7B	$1.7B	$83.5M	$3.5B	990 PDF
FY2024	$1.6B	$1.5B	$67.1M	$3.3B	990 PDF
FY2023	$1.5B	$1.5B	$71.1M	$3.1B	990 PDF
FY2022	$1.5B	$1.3B	$239.1M	$2.9B	990 PDF
FY2021	$1.3B	$1.2B	$116.5M	$3.0B	990 PDF
FY2020	$1.3B	$1.2B	$23.8M	$2.3B	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support F · Foreign M · Noncash J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $1,735,353,050 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $699,452,878$719,312,252

I-9 Program service revenuePrior year $787,476,493$838,372,777

I-10 Investment incomePrior year $117,756,639$177,688,730

I-11 Other revenuePrior year $2,331,950−$20,709

I-12 Total revenuePrior year $1,607,017,960$1,735,353,050

I-13 Grants and similar amounts paidPrior year $300,709,459$332,175,390

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $582,977,501$619,485,523

I-16a Professional fundraising feesPrior year $48,245$321,753

I-17 Other expensesPrior year $656,147,096$699,851,363

I-18 Total expensesPrior year $1,539,882,301$1,651,834,029

I-19 Revenue less expensesPrior year $67,135,659$83,519,021

Part VI · Governance 38 of 40 board members independent, no flags

VI-1a Voting members of the governing body40

VI-1b Independent voting members38

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

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $1,735,353,050 across 10 lines filed

VIII-1e Government grants$430,994,240

VIII-1f All other contributions, gifts and grants$288,318,012

VIII-1g Noncash contributions (included above)$267,883

VIII-1h Total contributions, gifts and grants$719,312,252

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $836,841,435 · Unrelated business $1,531,342$838,372,777

VIII-3 Investment incomeUnrelated business $20,223,975 · Excluded from tax $22,237,598$42,461,573

VIII-5 RoyaltiesExcluded from tax $980,314$980,314

VIII-6 Net rental income or lossUnrelated business −$310,238 · Excluded from tax −$690,785−$1,001,023

VIII-7 Net gain or loss on sales of assetsExcluded from tax $135,227,157$135,227,157

VIII-12 Total revenueRelated to mission $836,841,435 · Unrelated business $21,445,079 · Excluded from tax $157,754,284$1,735,353,050

Part IX · Statement of functional expenses $1,651,834,029 across 25 lines filed

IX-2 Grants to domestic individualsPrograms $326,686,868$326,686,868

IX-3 Grants and assistance to foreign recipientsPrograms $5,488,522$5,488,522

IX-5 Pay of current officers, directors and key staffPrograms $1,458,279 · Management $4,492,924 · Fundraising $767,197$6,718,400

IX-7 Other salaries and wagesPrograms $416,530,148 · Management $57,276,264 · Fundraising $6,607,682$480,414,094

IX-8 Pension plan contributionsPrograms $31,138,996 · Management $4,601,636 · Fundraising $549,408$36,290,040

IX-9 Other employee benefitsPrograms $55,085,085 · Management $8,293,143 · Fundraising $2,024,271$65,402,499

IX-10 Payroll taxesPrograms $26,308,510 · Management $3,887,800 · Fundraising $464,180$30,660,490

IX-11a Management feesPrograms $500,843 · Management $891,796$1,392,639

IX-11b Legal feesPrograms $109,496 · Management $7,621,783 · Fundraising $456,983$8,188,262

IX-11c Accounting feesManagement $693,911$693,911

IX-11d Lobbying feesManagement $748,334$748,334

IX-11e Professional fundraising feesFundraising $321,753$321,753

IX-11g Other fees for servicesPrograms $64,997,257 · Management $3,719,566 · Fundraising $229,829$68,946,652

IX-12 Advertising and promotionPrograms $1,544,175 · Management $1,000,021 · Fundraising $17,711$2,561,907

IX-13 Office expensesPrograms $89,450,655 · Management $4,731,130 · Fundraising $333,921$94,515,706

IX-14 Information technologyPrograms $11,677,394 · Management $13,234,441 · Fundraising $224,047$25,135,882

IX-16 OccupancyPrograms $71,968,061 · Management $1,935,518 · Fundraising $16,187$73,919,766

IX-17 TravelPrograms $15,928,345 · Management $1,288,104 · Fundraising $384,513$17,600,962

IX-19 Conferences, conventions and meetingsPrograms $6,023,702 · Management $686,986 · Fundraising $174,854$6,885,542

IX-20 InterestPrograms $27,624,763 · Management $1,723,927$29,348,690

IX-21 Payments to affiliatesPrograms $11,024,182$11,024,182

IX-22 Depreciation, depletion and amortizationPrograms $73,661,641 · Management $11,589,774$85,251,415

IX-23 InsurancePrograms $3,501,116 · Management $29,217,439$32,718,555

IX-24 Other expenses (24a–d)Programs $222,348,312 · Management $4,255,356$226,603,668

IX-24e All other expensesPrograms $9,214,476 · Management $4,873,299 · Fundraising $227,515$14,315,290

IX-25 Total functional expensesPrograms $1,472,270,826 · Management $166,763,152 · Fundraising $12,800,051$1,651,834,029

Part X · Balance sheet $4,672,650,201 assets, 22 lines filed

Asset lines not itemized here account for $32,187,624; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $207,036,380$210,521,349

X-2 Savings and temporary cash investmentsStart of year $71,617,838$72,064,283

X-3 Pledges and grants receivableStart of year $253,678,699$275,560,925

X-4 Accounts receivableStart of year $15,862,035$18,433,534

X-8 Inventories for sale or useStart of year $104,326$103,638

X-9 Prepaid expenses and deferred chargesStart of year $8,575,716$9,021,383

X-10c Land, buildings and equipment, netStart of year $875,799,302$961,217,281

X-11 Publicly traded securitiesStart of year $760,068,458$666,401,500

X-12 Other securitiesStart of year $1,765,189,141$1,913,911,718

X-15 Other assetsStart of year $494,279,724$513,226,966

X-16 Total assetsStart of year $4,486,910,997$4,672,650,201

X-17 Accounts payable and accrued expensesStart of year $107,614,498$101,409,651

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $0$0

X-20 Tax-exempt bond liabilitiesStart of year $355,122,562$337,099,629

X-24 Unsecured notes and loans payableStart of year $0$0

X-25 Other liabilitiesStart of year $168,300,171$147,666,109

X-26 Total liabilitiesStart of year $1,203,917,901$1,202,135,592

X-27 Net assets without donor restrictionsStart of year $479,735,436$503,302,263

X-28 Net assets with donor restrictionsStart of year $2,803,257,660$2,967,212,346

X-32 Total net assets or fund balancesStart of year $3,282,993,096$3,470,514,609

X-33 Total liabilities and net assetsStart of year $4,486,910,997$4,672,650,201

Part XI · Reconciliation of net assets $3,470,514,609 net assets at year end

XI-1 Total revenue$1,735,353,050

XI-2 Total expenses$1,651,834,029

XI-3 Revenue less expenses$83,519,021

XI-4 Net assets at start of year$3,282,993,096

XI-5 Net unrealized gains (losses) on investments$94,688,813

XI-9 Other changes in net assets$9,313,679

XI-10 Net assets at end of year$3,470,514,609

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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