- Revenue 2024
- $1,735,353,050
- Expenses 2024
- $1,651,834,029
Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B430
- Classification
- 2000
- Street
- 10969 CEDAR AVE SUITE 200
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
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 University's 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.
Activities or mission (Part I)
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 University's commitment is 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 the traditional 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.
-
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, THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES, THE SCHOOL OF DENTAL MEDICINE, THE SCHOOL OF GRADUATE STUDIES, THE SCHOOL OF LAW, THE WEATHERHEAD SCHOOL OF MANAGEMENT, THE SCHOOL OF MEDICINE AND THE FRANCES PAYNE BOLTON SCHOOL OF NURSING.
Expenses $812,032,232 · Grants $291,467,862 · Revenue $682,911,153
-
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 THAT RECEIVE THE MOST FEDERAL FUNDS. IN ADDITION TO FEDERAL SOURCES, RESEARCH IN THE SCIENCES, THE HUMANITIES AND THE HEALTH SCIENCES AREA IS FUNDED BY GIFTS AND GRANTS FROM PRIVATE FOUNDATIONS, CORPORATIONS AND INDIVIDUALS.
Expenses $446,760,775 · Grants $40,707,528
-
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.
Expenses $103,405,524 · Revenue $108,262,146
-
OTHER SPONSORED PROGRAMS: THE UNIVERSITY'S LIBRARY SYSTEM IS COMPOSED OF FOUR PRIMARY UNITS: THE UNIVERSITY LIBRARY, THE CLEVELAND HEALTH SCIENCES LIBRARY, THE SCHOOL OF LAW LIBRARY AND THE LILLIAN & MILFORD HARRIS LIBRARY IN THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES. THE LIBRARIES OF THE UNIVERSITY SUPPORT THE UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND CONTAIN OVER 3 MILLION VOLUMES. CASE WESTERN RESERVE UNIVERSITY OFFERS ASSISTANCE TO ITS STUDENTS TO HELP MEET FINANCIAL NEED OR TO RECOGNIZE OUTSTANDING ACADEMIC ACHIEVEMENT AND PROMISE. ACADEMIC EXCELLENCE IS RECOGNIZED BY THE ACADEMIC AWARDS PROGRAM AND OTHER SCHOLARSHIP PROGRAMS OF THE UNDERGRADUATE COLLEGES AND BY VARIOUS ASSISTANTSHIPS, FELLOWSHIPS, SCHOLARSHIPS AND OTHER AWARDS OF INDIVIDUAL DEPARTMENTS IN THE SCHOOL OF GRADUATE STUDIES AND SEVERAL OF THE PROFESSIONAL SCHOOLS. CASE WESTERN RESERVE UNIVERSITY ACTIVELY PROMOTES THE DEVELOPMENT OF SERVICES AND PROGRAMS TO SUPPORT THE PHYSICAL, EMOTIONAL AND INTELLECTUAL WELL-BEING OF ITS STUDENTS.' THE PROGRAMS AND SERVICES ARE AVAILABLE TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ALIKE AND ARE DESIGNED TO PROVIDE POSITIVE, DEVELOPMENTAL OPPORTUNITIES BOTH TO SUPPLEMENT THE ACADEMIC EXPERIENCE AND ENRICH CAMPUS LIFE.
Expenses $110,072,295 · Revenue $47,199,478
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Eric Kaler
President, Ex Officio
- Total calculated
- $2,148,720
- From this org
- $2,096,565
- From related orgs
- $0
- Other
- $52,155
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $1,590,558
- Bonus
- $415,000
- Other
- $91,007
- Deferred
- $37,212
- Nontaxable benefits
- $14,943
- Filer's total
- $2,148,720
-
Aarti Chandna
Vice Chair of the Board of Trustees
- Total calculated
- $0
- Hours/week
- 2
-
Amy G Brady
Trustee
- 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
-
David M Carr
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Debra Wilfong
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
Trustee
- 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
Chair of the Board of Trustees
- Total calculated
- $0
- Hours/week
- 2
-
Kathy Magliato
Trustee
- Total calculated
- $0
- Hours/week
- 2
The first 25 listed. 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, and on a Form 990-PF Part VIII's — 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,735,353,050
- Expenses
- $1,651,834,029
- Contributions
- $719,312,252
- Grants paid
- $332,175,390
-
2023
- Revenue
- $1,607,017,960
- Expenses
- $1,539,882,301
- Contributions
- $699,452,878
- Grants paid
- $300,709,459
-
2022
- Revenue
- $1,525,353,038
- Expenses
- $1,454,249,380
- Contributions
- $661,420,761
- Grants paid
- $271,082,493
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $1,531,453,122
- Expenses
- $1,292,354,516
- Assets (EOY)
- $4,006,031,808
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $1,294,878,567
- Expenses
- $1,178,356,957
- Assets (EOY)
- $3,872,986,984
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $1,252,653,848
- Expenses
- $1,228,852,196
- Assets (EOY)
- $3,274,832,322
-
2018 · 990
- Revenue
- $1,217,712,845
- Expenses
- $1,205,080,768
- Assets (EOY)
- $3,217,391,993
-
2017 · 990
- Revenue
- $1,209,098,479
- Expenses
- $1,176,074,651
- Assets (EOY)
- $3,203,367,408
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Form 990-N e-Postcard, tax year 2024
- Tax period
- 1 July 2024 to 30 June 2025
- Principal officer
-
Giancarlo Lombardozzi
- Mailing address
- 9601 Chester AveCleveland OH 44106
As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$10,931,225
2024 OGLEBAY FELLOWSHIP PROGRAM IN THE SCHOOL OF MEDICINE
-
$5,000,000
2022 ECONOMIC DEVELOPMENT
-
$5,000,000
2023 ECONOMIC DEVELOPMENT
-
$4,842,855
2022 CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE FOR PURPOSES OF MEDICAL RESEARCH AND EDUCATION.
-
2023 EDUCATION
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$4,104,153
2023 For grant recipient's exempt purposes
-
$3,950,903
2022 BENEFIT OF SQUIRE FARM AND MATHER COLLEGE
-
$3,795,969
2023 CHARLES J. STILWELL SCHOLARSHIPS
-
$3,652,927
2023 BENEFIT OF SQUIRE FARM AND MATHER COLLEGE
-
$3,488,294
2024 BENEFIT OF SQUIRE FARM AND MATHER COLLEGE
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared as related by
-
MILLIKIN SEVERANCE NO 2 FUND A-2
On its 2025 return
-
M R LILLY P AND MARY DICKEY MEMORIAL FUND
On its 2025 return
-
On its 2024 return
-
WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE ENDOWMENT TRUST
On its 2024 return
-
On its 2024 return
-
ELISABETH S PRENTISS FBO WESTERN RESERVE UNIVERSITY NECT
On its 2024 return
-
YODER LEONARD R FBO CWR SUCC T W
On its 2024 return
-
On its 2024 return
-
CASE WESTERN RESERVE UNIVERSITY ENDOWMENT TRUST FOR DISTINGUISHED
On its 2024 return
-
FRANCES BEAN VAIR TESTAMENTARY TRUST
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
C R W U SCHOOL DO MEDICINE ENDOWMNT TR-AID SUPPORT STAF
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
ERIE TIMBER LLC
TIMBER FARM · OH · income $546,217 · assets $18,509,870
-
ERIE FOREST INVESTMENTS LLC
TIMBER FARM · OH · income $0 · assets $0
-
CASE DENTAL MEDICINE SUPPORT SERVICES LLC
HEALTH CARE · OH · income $1,669,492 · assets $0
-
CWRU SCHOOL OF DENTISTRY ADMIN SUPPORT LLC
HEALTH CARE · OH · income $3,882 · assets $0
-
FPB Clinical Practice LLC
HEALTH CARE · OH · income $0 · assets $0
-
CWRU SCHOOL OF DENTAL MEDICINE AMBULATORY SURGICAL CENTER LLC
HEALTH CARE · OH · income $0 · assets $0
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.