Case Western Reserve University Endowment Trust For Distinguished
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 954,976 | 780,776 | 174,200 | 168.3 | 4% |
| 2012 | 538,968 | 679,661 | −140,693 | 201.3 | 8% |
| 2013 | 845,321 | 717,806 | 127,515 | 201.7 | 10% |
| 2014 | 999,203 | 790,121 | 209,082 | 188.5 | 11% |
| 2015 | 900,479 | 845,483 | 54,996 | 178.8 | 12% |
| 2016 | 201,437 | 848,165 | −646,728 | 170.1 | 12% |
| 2017 | 1,665,650 | 820,294 | 845,356 | 190.3 | 14% |
| 2018 | 1,103,376 | 881,387 | 221,989 | 180.2 | 14% |
| 2019 | 3,040,749 | 900,723 | 2,140,026 | 204.8 | 13% |
| 2020 | 264,224 | 889,682 | −625,458 | 193.8 | 13% |
| 2021 | 1,084,720 | 886,998 | 197,722 | 197.0 | 15% |
| 2022 | 331,503 | 1,016,150 | −684,647 | 164.0 | 12% |
| 2023 | 378,641 | 903,943 | −525,302 | 184.9 | 13% |
In its most recent public year (2023), this organization spent $525,302 more than it brought in. Its reserves stood at about 184.9 months of spending, up from 168.3 in 2011. Staff pay was 13% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Case Western Reserve University Endowment Trust For Distinguished's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works