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← CASE WESTERN RESERVE UNIVERSITY

Form 990 for tax year 2023

Filed by CASE WESTERN RESERVE UNIVERSITY.

Totals

Total revenue
$1,607,017,960
Total expenses
$1,539,882,301
Contributions and grants received
$699,452,878
Grants paid
$300,709,459
Program services expenses (Part IX)
$1,377,914,586
Management and general expenses
$149,449,609
Fundraising expenses
$12,518,106
Program service expenses (Part III)
$1,377,914,586

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Eric Kaler

    President, Ex Officio

    Total calculated
    $1,895,075
    From this org
    $1,846,316
    From related orgs
    $0
    Other
    $48,759
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,365,978
    Bonus
    $390,000
    Other
    $90,338
    Deferred
    $35,028
    Nontaxable benefits
    $13,731
    Filer's total
    $1,895,075

  • Aarti Chandna

    Vice Chair of the Board of Trustees

    Total calculated
    $0
    Hours/week
    2

  • Anand Swaminathan

    Vice Chair of the Board of Trustees

    Total calculated
    $0
    Hours/week
    2

  • Celia Weatherhead

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Charles Hallberg

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Charles J Koch

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Colleen Batcheler

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Daniel P Harrington

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David M Carr

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Debra Wilfong

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dominic Ozanne

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Donald J Richards

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Frank N Linsalata

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Fred Disanto

    Chairman of the Board of Trustees

    Total calculated
    $0
    Hours/week
    2

  • Geoffrey Duyk MD PhD

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gordon R Daily

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • J David Heller

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jacquelyn Nance

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James A Ratner

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James E Fleming Jr MD

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James Richman

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • JoAnn Glick

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John Kobs II

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Joseph Mandato

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Julie Gerberding MD MPH

    Vice Chair of the Board of Trustees

    Total calculated
    $0
    Hours/week
    2

  • Kathy Magliato

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Laura Quatela

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lawrence M Sears

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Mark Weinberger

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Milton Marquis

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Rexford Tibbens

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Richard Mueller

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Robert Pavey

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Roe Green

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Ronald Richard

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sara Moll PhD

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Scott Cowen

    Trustee

    Total calculated
    $120,894
    From this org
    $116,543
    From related orgs
    $0
    Other
    $4,351
    Hours/week
    2

  • Stephen Hoffman

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Susan Mucciarone

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Thomas F McKee

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Thomas Mandel

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Vincent Gaudiani MD

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Virginia Barbato

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • W Craig Bashein

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • William Lewis

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John Sideras

    Executive VP for Finance & CFO

    Total calculated
    $1,391,636
    From this org
    $1,341,948
    From related orgs
    $0
    Other
    $49,688
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $750,257
    Bonus
    $565,000
    Other
    $26,691
    Deferred
    $35,028
    Nontaxable benefits
    $14,660
    Filer's total
    $1,391,636

  • Joy Ward

    Provost & Executive Vice President (Beg 1/1/2024)

    Total calculated
    $559,707
    From this org
    $516,108
    From related orgs
    $0
    Other
    $43,599
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $514,866
    Bonus
    $0
    Other
    $1,242
    Deferred
    $35,028
    Nontaxable benefits
    $8,571
    Filer's total
    $559,707

  • Michael Lee

    Treasurer

    Total calculated
    $262,495
    From this org
    $229,208
    From related orgs
    $0
    Other
    $33,287
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $226,886
    Bonus
    $0
    Other
    $2,322
    Deferred
    $24,748
    Nontaxable benefits
    $8,539
    Filer's total
    $262,495

  • Peter Poulos

    VP, Gen Counsel, Secretary

    Total calculated
    $714,274
    From this org
    $665,499
    From related orgs
    $0
    Other
    $48,775
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $565,199
    Bonus
    $100,000
    Other
    $300
    Deferred
    $35,028
    Nontaxable benefits
    $13,747
    Filer's total
    $714,274

  • Carol Moss

    Sr. VP for University Relations and Development

    Total calculated
    $796,706
    From this org
    $749,647
    From related orgs
    $0
    Other
    $47,059
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $573,583
    Bonus
    $150,000
    Other
    $26,064
    Deferred
    $35,028
    Nontaxable benefits
    $12,031
    Filer's total
    $796,706

  • Stanton Gerson

    Sr. VP; Dean & Professor

    Total calculated
    $1,367,215
    From this org
    $1,118,519
    From related orgs
    $0
    Other
    $248,696
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,033,532
    Bonus
    $0
    Other
    $84,987
    Deferred
    $235,028
    Nontaxable benefits
    $13,668
    Filer's total
    $1,367,215

  • Dale Baur

    Professor

    Total calculated
    $744,062
    From this org
    $695,850
    From related orgs
    $0
    Other
    $48,212
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $682,429
    Bonus
    $0
    Other
    $13,421
    Deferred
    $35,028
    Nontaxable benefits
    $13,184
    Filer's total
    $744,062

  • Gary Schwartz

    Professor

    Total calculated
    $731,482
    From this org
    $705,805
    From related orgs
    $0
    Other
    $25,677
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $705,805
    Bonus
    $0
    Other
    $0
    Deferred
    $14,937
    Nontaxable benefits
    $10,740
    Filer's total
    $731,482

  • Jonathan Haines

    Professor

    Total calculated
    $615,641
    From this org
    $565,425
    From related orgs
    $0
    Other
    $50,216
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $560,934
    Bonus
    $0
    Other
    $4,491
    Deferred
    $35,028
    Nontaxable benefits
    $15,188
    Filer's total
    $615,641

  • Michael William Konstan

    Professor

    Total calculated
    $512,832
    From this org
    $471,297
    From related orgs
    $0
    Other
    $41,535
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $448,397
    Bonus
    $0
    Other
    $22,900
    Deferred
    $35,028
    Nontaxable benefits
    $6,507
    Filer's total
    $512,832

  • Tim Milanich

    Chief Investment Officer

    Total calculated
    $819,067
    From this org
    $764,999
    From related orgs
    $0
    Other
    $54,068
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $448,725
    Bonus
    $315,164
    Other
    $1,110
    Deferred
    $35,028
    Nontaxable benefits
    $19,040
    Filer's total
    $819,067

  • Ben Vinson

    Provost & Executive Vice President (End 6/30/23)

    Total calculated
    $525,843
    From this org
    $497,025
    From related orgs
    $0
    Other
    $28,818
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $435,100
    Bonus
    $0
    Other
    $61,925
    Deferred
    $22,896
    Nontaxable benefits
    $5,922
    Filer's total
    $525,843

  • Cyrus Taylor

    Professor

    Total calculated
    $280,652
    From this org
    $238,812
    From related orgs
    $0
    Other
    $41,840
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $233,287
    Bonus
    $0
    Other
    $5,525
    Deferred
    $26,603
    Nontaxable benefits
    $15,237
    Filer's total
    $280,652

  • Pamela Davis

    Professor

    Total calculated
    $537,175
    From this org
    $493,051
    From related orgs
    $0
    Other
    $44,124
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $465,107
    Bonus
    $0
    Other
    $27,944
    Deferred
    $35,028
    Nontaxable benefits
    $9,096
    Filer's total
    $537,175

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
There may be instances where first class travel is necessary. In these instances prior approval must be secured. Reimbursement for upgraded travel that does not comply with the University guidelines is made at the policy supported economy class level.
Schedule J, Part I, Line 1a Travel for companions
The University Travel Policy stipulates no reimbursement for travel-related expenses of a companion unless it provides a clear and direct benefit to the University. The policy establishes the guidelines and approvals required. On occasion the president is asked to participate in off site professional meetings where leadership and their spouses from various Universities gather for professional development and other business purposes. The contract between the president and the University requires the spouse be available for such meetings.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
The University has followed its long established past practice of administering gross-up payments. Additionally, written policies were put into place in 2009.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
The University provides housing for the President. The housing is on the edge of campus and is provided for the benefit of the University because of the substantial demands that it places on the President. A written policy has been approved by the Board of Directors.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
For health or social club dues or initiation fees, a written policy was in place and adhered to. At each year end a determination is made what portion is allocable as personal. The portion that is deemed personal is then added to the W-2 earnings and is taxable to the employee.
Schedule J, Part I, Line 1a Personal services
Cleaning services are provided at the University owned house occupied by the President. Periodically the University makes an assessment of the services and whether any portion is taxable to the President. At such time (if applicable) the taxable amount would be includable in W-2 wages for the President.
Schedule J, Part I, Line 7 Non-fixed payments
For non-fixed payments, accomplishment of set performance indicators both financial and non-financial are required to receive such payments
Schedule J, Part II, Column (F)
ERIC KALER WAS ISSUED $225,000 OF DEFERRED COMPENSATION FOR THE FISCAL YEAR ENEDED JUNE 30, 2022, NONE OF WHICH HAS BEEN PAID. 33-1/3% VESTED ON JUNE 30, 2022. AN ADDITIONAL 33-1/3% VESTED ON JUNE 30, 2023, AND THE FINAL 33-1/3% VESTED ON JUNE 30, 2024.
Schedule J, Part II, Column (F)
STANTON GERSON WAS ISSUED $200,000 OF DEFERRED COMPENSATION, NONE OF WHICH HAS BEEN PAID. 33-1/3% VESTED ON JUNE 30, 2022. AN ADDITIONAL 33-1/3% VESTED ON JUNE 30, 2023, AND THE FINAL 33-1/3% VESTED ON JUNE 30, 2024. GERON WAS ISSUED AN ADDITIONAL $200,000 OF DEFERRED COMPENSATION ON JUNE 30, 2024, NONE OF WHICH HAS BEEN PAID. 33-1/3% WILL VEST ON JUNE 30, 2025. AN ADDITIONAL 33-1/3% WILL VEST ON JUNE 30, 2026, AND THE FINAL 33-1/3% WILL VEST ON JUNE 30, 2027.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202531339349302638

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