CASE ALUMNI FOUNDATION (EIN 200401095) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

STEPHEN J ZINRAM

Phone

2162314567

Tax Period

2024-07-01 to 2025-06-30

CASE ALUMNI FOUNDATION, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.6M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 18% operating margin.

Mission

THE CASE ALUMNI FOUNDATION RAISES, RECEIVES AND MANAGES PHILANTHROPIC SUPPORT FROM ALUMNI AND FRIENDS FOR THE ADVANCEMENT AND BENEFIT OF THE STUDENTS, FACULTY AND STAFF OF THE CASE SCHOOL OF ENGINEERING AND MATHEMATICS AND APPLIED SCIENCE PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,940,856

Program Service Revenue $0

Investment Income $4,679,380

Other Revenue $0

TOTAL REVENUE $6,620,236

Expense Breakdown

Grants Paid $5,397,313

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,397,313

Other Expenses $4,433

TOTAL EXPENSES $5,401,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,620,236	$4,747,540	+0.4%
Expenses	$5,401,746	$4,881,252	+0.1%
Net Income	$1,218,490	$-133,712	-10.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA BEIM MS '87 MBA '04	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BRACY '93 MS '94	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
SUNNIVA COLLINS MS '91 PHD '94	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
ED CORDIANO '97	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
STEVE FOSSI '78	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
JIM KILMER '00 MSE '00	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
HANG LOI '88	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0
ERIC MATYAC '94	CHAIR	1.00	Officer Director	$0	$0	$0
STEVE SIMMONS '79 MS '82 MBA '86	3-YEAR DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,620,236	$5,401,746	$95,737,958	$1,218,490
2024	$4,747,540	$4,881,252	$90,597,550	$-133,712
2023	$5,000,903	$4,224,768	$83,058,078	$776,135
2022	$22,478,692	$14,822,024	$78,636,719	$7,656,668
2021	$8,515,694	$3,391,163	$87,181,565	$5,124,531
2020	$10,559,982	$5,296,615	$68,364,193	$5,263,367
2019	$4,846,484	$4,346,284	$68,507,405	$500,200
2018	$9,611,021	$5,898,183	$67,816,864	$3,712,838

CASE ALUMNI FOUNDATION