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CASE WESTERN RESERVE UNIVERSITY

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Public IRS 990 nonprofit record

CASE WESTERN RESERVE UNIVERSITY

EIN 34-1018992 · Education (B430)

What they do

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 Universitys 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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $89.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders58 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.84%of revenue went to mission work89.1% of expenses · Program services
0.74%of revenue went to fundraising0.8% of expenses
9.61%of revenue went to management and office costs10.1% of expenses

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $2,148,720 for ERIC KALER (PRESIDENT, EX OFFICIO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,735,353,050
Mission workProgram services$1,472,270,82684.84% of revenue89.1% of expenses
ManagementOffice and general costs$166,763,1529.61% of revenue10.1% of expenses
FundraisingAsking for donations$12,800,0510.74% of revenue0.8% of expenses
Revenue left after expensesReported annual surplus$83,519,0214.81% of revenueShown in gray on the chart
Total expenses$1,651,834,02995.19% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 89.1% mission · 10.1% management · 0.8% fundraisingTotal expenses: 95.19% of revenue
2023Expense mix: 89.5% mission · 9.7% management · 0.8% fundraisingTotal expenses: 95.82% of revenue
2022Expense mix: 88.9% mission · 10.3% management · 0.8% fundraisingTotal expenses: 95.34% of revenue
2021Expense mix: 89.8% mission · 9.4% management · 0.8% fundraisingTotal expenses: 84.39% of revenue
2020Expense mix: 88.0% mission · 11.2% management · 0.8% fundraisingTotal expenses: 91.00% of revenue
2019Expense mix: 87.9% mission · 11.0% management · 1.1% fundraisingTotal expenses: 98.10% of revenue
2018Expense mix: 87.6% mission · 11.2% management · 1.2% fundraisingTotal expenses: 98.96% of revenue
2017Expense mix: 87.1% mission · 11.7% management · 1.2% fundraisingTotal expenses: 97.27% of revenue

Money in and money out

Expenses$1,651,834,029

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,472,270,826 · 89.1% of expenses
Management and office costs$166,763,152 · 10.1% of expenses
Fundraising$12,800,051 · 0.8% of expenses
See all reported dollar amounts
Expenses$1,651,834,029
Contributions$719,312,252
Mission work (program services)$1,472,270,826
Fundraising$12,800,051
Management and general$166,763,152
Stocks and bonds$666,401,500
Accounting fees$693,911
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
ERIC KALERPRESIDENT, EX OFFICIO · 60 hrs/week $2,148,720Base $2,096,565 · Other $52,155
STANTON GERSONSR. VP; DEAN & PROFESSOR · 60 hrs/week $1,645,154Base $1,393,242 · Other $251,912
JOHN SIDERASEXECUTIVE VP FOR FINANCE & CFO (END 1/31/25) · 60 hrs/week $1,058,878Base $1,005,794 · Other $53,084
GARY SCHWARTZPROFESSOR · 60 hrs/week $1,040,797Base $988,642 · Other $52,155
DALE BAURPROFESSOR · 60 hrs/week $970,788Base $918,941 · Other $51,847
CAROL MOSSSR. VP FOR UNIVERSITY RELATIONS AND DEVELOPMENT · 60 hrs/week $881,651Base $828,839 · Other $52,812
TIM MILANICHCHIEF INVESTMENT OFFICER · 60 hrs/week $831,924Base $774,773 · Other $57,151
JOY WARDPROVOST & EXECUTIVE VICE PRESIDENT · 60 hrs/week $708,686Base $662,215 · Other $46,471
JONATHAN HAINESPROFESSOR · 60 hrs/week $681,341Base $628,257 · Other $53,084
PETER POULOSVP, GEN COUNSEL, SECRETARY · 60 hrs/week $669,645Base $617,524 · Other $52,121
LIA LOGIOVICE DEAN & PROFESSOR · 60 hrs/week $634,125Base $576,525 · Other $57,600
PAMELA DAVISPROFESSOR · 60 hrs/week $557,843Base $511,223 · Other $46,620

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (58)

ERIC KALERPRESIDENT, EX OFFICIO

STANTON GERSONSR. VP; DEAN & PROFESSOR

JOHN SIDERASEXECUTIVE VP FOR FINANCE & CFO (END 1/31/25)

GARY SCHWARTZPROFESSOR

DALE BAURPROFESSOR

CAROL MOSSSR. VP FOR UNIVERSITY RELATIONS AND DEVELOPMENT

TIM MILANICHCHIEF INVESTMENT OFFICER

JOY WARDPROVOST & EXECUTIVE VICE PRESIDENT

JONATHAN HAINESPROFESSOR

PETER POULOSVP, GEN COUNSEL, SECRETARY

LIA LOGIOVICE DEAN & PROFESSOR

PAMELA DAVISPROFESSOR

MICHAEL LEETREASURER

SCOTT COWENTRUSTEE

AARTI CHANDNAVICE CHAIR OF THE BOARD OF TRUSTEES

AMY G BRADYTRUSTEE

ANAND SWAMINATHANVICE CHAIR OF THE BOARD OF TRUSTEES

BRIAN D BURNETTEXECUTIVE VICE PRESIDENT AND CFO (BEG 1/1/25)

CELIA WEATHERHEADTRUSTEE

CHARLES HALLBERGTRUSTEE

CHARLES J KOCHTRUSTEE

COLLEEN BATCHELERTRUSTEE

DAVID M CARRTRUSTEE

DEBRA WILFONGTRUSTEE

DONALD J RICHARDSTRUSTEE

FRANK N LINSALATATRUSTEE

FRED DISANTOTRUSTEE

GEOFFREY DUYK MD PHDTRUSTEE

GIANCARLO LOMBARDOZZIPRINCIPAL OFFICER

GORDON R DAILYTRUSTEE

J DAVID HELLERTRUSTEE

JACQUELYN NANCETRUSTEE

JAMES RICHMANTRUSTEE

JAMES A RATNERTRUSTEE

JAMES E FLEMING JR MDTRUSTEE

JOANN GLICKTRUSTEE

JOHN KOBS IITRUSTEE

JOSEPH MANDATOTRUSTEE

JULIE GERBERDING MD MPHCHAIR OF THE BOARD OF TRUSTEES

KATHY MAGLIATOTRUSTEE

LAURA QUATELATRUSTEE

LAWRENCE M SEARSTRUSTEE

MARK WEINBERGERTRUSTEE

MILTON MARQUISTRUSTEE

REXFORD TIBBENSTRUSTEE

RICHARD MUELLERTRUSTEE

ROBERT PAVEYTRUSTEE

ROE GREENTRUSTEE

RONALD RICHARDTRUSTEE

SARA MOLL PHDTRUSTEE

STEPHEN HOFFMANTRUSTEE

SUSAN MUCCIARONETRUSTEE

THOMAS MANDELTRUSTEE

VINCENT GAUDIANI MDTRUSTEE

VIRGINIA BARBATOTRUSTEE

W CRAIG BASHEINTRUSTEE

WAEL BARSOUM MDTRUSTEE

WILLIAM LEWISTRUSTEE

About this charity

Recognized since
January 1952
Location
10969 CEDAR AVE SUITE 200, CLEVELAND, OH 44106-3004
County
Cuyahoga
In care of
% KEYBANK NATIONAL ASSOCIATION
Primary officer
BRIAN BURNETT, Executive Vice President and CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
PWC US TAX LLP
NTEE classification
Education (B430)

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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