CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC (EIN 84-2359543)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-20
IRS object ID
202631109349300128
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-20T13:13:47-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842359543EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CASE METHOD INSTITUTE FOR EDUCATION ANDBusinessNameLine1Txt
Business Name Line2DEMOCRACY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCASEBusinessNameControlTxt
Phone6174950458PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 STORY STREET 100AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL CROCKER FORDPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone6174950458PhoneNum
Signature2026-04-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAITLIN LIMOGES CPAPreparerPersonNm
PTINP01633588PTIN
Phone5083669100PhoneNum
Preparation2026-04-16PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRACHEL CROCKER FORDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 STORY STREET 100AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,302,023GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2019FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE CASE METHOD INSTITUTE IS TO ENSURE THE HIGHEST QUALITY EDUCATION FOR AMERICA'S HIGH SCHOOL STUDENTS-AND TO FULFILL THE DEMOCRATIC PROMISE OF THAT EDUCATION-BY EMPOWERING TEACHERS TO HARNESS THE CASE METHOD IN THEIR CLASSROOMS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee16TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$900,000PYContributionsGrantsAmt
CY Contributions Grants$1,065,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$161,403PYInvestmentIncomeAmt
CY Investment Income$237,023CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,061,403PYTotalRevenueAmt
CY Total Revenue$1,302,023CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,128,747PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$976,331CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$23,024CYTotalFundraisingExpenseAmt
PY Other Expenses$335,183PYOtherExpensesAmt
CY Other Expenses$339,158CYOtherExpensesAmt
PY Total Expenses$1,463,930PYTotalExpensesAmt
CY Total Expenses$1,315,489CYTotalExpensesAmt
PY Revenues Less Expenses-$402,527PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$13,466CYRevenuesLessExpensesAmt
Total Assets BOY$5,333,442TotalAssetsBOYAmt
Total Assets EOY$5,255,718TotalAssetsEOYAmt
Total Liabilities BOY$190,908TotalLiabilitiesBOYAmt
Total Liabilities EOY$126,985TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,142,534NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,128,733NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE CASE METHOD INSTITUTE IS TO ENSURE THE HIGHEST QUALITY EDUCATION FOR AMERICA'S HIGH SCHOOL STUDENTS-AND TO FULFILL THE DEMOCRATIC PROMISE OF THAT EDUCATION-BY EMPOWERING TEACHERS TO HARNESS THE CASE METHOD IN THEIR CLASSROOMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$395,087ExpenseAmt
DescTEACHER SUPPORT: CMI ESTABLISHES PARTNERSHIPS WITH TEACHERS ON AN INDIVIDUAL BASIS, PROVIDES TEACHERS WITH ONGOING SUPPORT AND COACHING, AND PURSUES A TWO-WAY EXCHANGE OF IDEAS AROUND HOW BEST TO UTILIZE THE CASE METHOD IN HIGH SCHOOLS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$315,062ExpenseAmt
DescRECRUITING: CMI ACTIVELY LOOKS FOR WAYS TO REACH AND PARTNER WITH TEACHERS INTERESTED IN INTRODUCING THE CASE METHOD - AND ITS CASE-BASED CURRICULUM - INTO THEIR HIGH SCHOOL CLASSROOMS. THE INSTITUTE ALSO BRINGS CASE DISCUSSIONS AT TIMES TO OTHER AUDIENCES (SUCH AS SCHOOL ADMINISTRATORS OR MEMBERS OF THE GENERAL PUBLIC), WHO IN TURN OFTEN RECOMMEND THE PROGRAM TO TEACHERS IN THEIR NETWORKS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$216,483ExpenseAmt
DescPROGRAM ASSESSMENT: CMI CONDUCTS RIGOROUS RESEARCH AND INTERNAL ASSESSMENTS TO EVALUATE THE EFFECTIVENESS OF ITS PROGRAM, IMPROVE AND REFINE ALL ASPECTS OF ITS WORK, AND PROVIDE TEACHERS WITH ACTIONABLE FINDINGS FROM ITS RESEARCH THAT HAVE THE POTENTIAL TO HELP STRENGTHEN CASE-BASED TEACHING IN THEIR CLASSROOMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtDescDesc
$127,454PROFESSIONAL DEVELOPMENT: CMI OFFERS PREMIER PROFESSIONAL DEVELOPMENT WORKSHOPS TO TEACHERS, INTRODUCING THEM TO THE CASE METHOD AND THE PROGRAM'S CASE-BASED CURRICULUM, AND SHOWING HOW BOTH CAN BE USED MOST EFFECTIVELY IN THE CLASSROOM.
CASE DEVELOPMENT: CMI CURRENTLY DRAWS ON CASES FROM ITS HISTORY OF AMERICAN DEMOCRACY CURRICULUM FOR USE IN U.S. HISTORY, GOVERNMENT, AND CIVICS COURSES, AND IT IS WORKING TO BROADEN ITS CASE LIBRARY OVER TIME.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$127,454TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,054,086TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee16EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOANNA BEINHORNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174950458PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 STORY STREET 100AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID MOSS
PRESIDENT1.75Yes (X)Yes (X)$0$0$0
STEPHEN COHEN
CLERK1.00Yes (X)Yes (X)$0$0$0
MITCHELL WEISS
DIRECTOR1.00Yes (X)$0$0$0
DEIRDRE KAMLANI
DIRECTOR1.00Yes (X)$0$0$0
STACEY CHILDRESS
DIRECTOR1.00Yes (X)$0$0$0
MELANIE STINNETT
MANAGING DIRECTOR (UNTIL 6/7/24)37.50Yes (X)$54,405$0$13,126
WALTER FRIEDMAN
TREASURER1.75Yes (X)$0$0$0
RACHEL CROCKER FORD
MANAGING DIRECTOR40.00Yes (X)$178,269$0$4,589
TIM LAMBERT
DIRECTOR OF RESEARCH40.00$124,440$0$11,497Yes (X)
JOANNA BEINHORN
OPERATINGS MANAGER40.00$102,970$0$20,176Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$460,084TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$49,388TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,065,000AllOtherContributionsAmt
Total Contributions$1,065,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$237,023TotalRevenueColumnAmt
Exclusion$237,023ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,302,023TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$237,023ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$198,108TotalAmt
Program Services$99,864ProgramServicesAmt
Management And General$81,945ManagementAndGeneralAmt
Fundraising$16,299FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$607,169TotalAmt
Program Services$558,995ProgramServicesAmt
Management And General$48,092ManagementAndGeneralAmt
Fundraising$82FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,699TotalAmt
Program Services$9,914ProgramServicesAmt
Management And General$785ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,562TotalAmt
Program Services$79,508ProgramServicesAmt
Management And General$15,184ManagementAndGeneralAmt
Fundraising$1,870FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$63,793TotalAmt
Program Services$52,310ProgramServicesAmt
Management And General$10,207ManagementAndGeneralAmt
Fundraising$1,276FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$46,560TotalAmt
Management And General$46,560ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,779TotalAmt
Program Services$16,154ProgramServicesAmt
Management And General$4,232ManagementAndGeneralAmt
Fundraising$393FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,420TotalAmt
Program Services$26,819ProgramServicesAmt
Management And General$3,601ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,331TotalAmt
Program Services$9,373ProgramServicesAmt
Management And General$265ManagementAndGeneralAmt
Fundraising$693FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$82,722TotalAmt
Program Services$75,942ProgramServicesAmt
Management And General$6,027ManagementAndGeneralAmt
Fundraising$753FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$78,241TotalAmt
Program Services$63,776ProgramServicesAmt
Management And General$12,858ManagementAndGeneralAmt
Fundraising$1,607FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$49,569TotalAmt
Program Services$49,569ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,121TotalAmt
Program Services$2,121ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,377TotalAmt
Management And General$6,377ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$12,038TotalAmt
Program Services$9,741ProgramServicesAmt
Management And General$2,246ManagementAndGeneralAmt
Fundraising$51FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,315,489TotalAmt
Program Services$1,054,086ProgramServicesAmt
Management And General$238,379ManagementAndGeneralAmt
Fundraising$23,024FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$948,463BOYAmt
EOY$471,872EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,236,070BOYAmt
EOY$4,388,528EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$250,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,327BOYAmt
EOY$22,678EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$57,381LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,121LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,300BOYAmt
EOY$55,260EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$132,282BOYAmt
EOY$67,380EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,333,442BOYAmt
EOY$5,255,718EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$56,603BOYAmt
EOY$57,562EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$134,305BOYAmt
EOY$69,423EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$190,908BOYAmt
EOY$126,985EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,142,534BOYAmt
EOY$5,128,733EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,142,534BOYAmt
EOY$5,128,733EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,333,442BOYAmt
EOY$5,255,718EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$13,466ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$335NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$795,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$450,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$670,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$900,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,065,000CurrentTaxYearAmt
Total$3,880,000TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$795,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$450,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$670,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$900,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,065,000CurrentTaxYearAmt
Total$3,880,000TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,712,665SubstantialContributorsTotAmt
Public Support Total170$2,167,335PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,763CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,825CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,343CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$161,403CurrentTaxYearMinus1YearAmt
Current Tax Year$237,023CurrentTaxYearAmt
Total$443,357TotalAmt
FieldValueIRS element (for citing)
Total Support$4,323,357TotalSupportAmt
Public Support CY1700.50130PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,315,489FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,315,489FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$206,549FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$51,637FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$203,153CurrentYearMinus3Amt
Current Year Minus2$207,603CurrentYearMinus2Amt
Current Year Minus1$221,393CurrentYearMinus1Amt
Current Year$206,549CurrentYearAmt
Total$838,698TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,258,047LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$50,788CurrentYearMinus3Amt
Current Year Minus2$51,901CurrentYearMinus2Amt
Current Year Minus1$55,348CurrentYearMinus1Amt
Current Year$51,637CurrentYearAmt
Total$209,674TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$314,511GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,975OtherCostOrOtherBasisAmt
Depreciation$2,121DepreciationAmt
Book Value$4,854BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,406OtherCostOrOtherBasisAmt
Book Value$50,406BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$55,260TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE OBLIGATIONDesc
Amt$69,423Amt
FieldValueIRS element (for citing)
Total Liability$69,423TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,006,332TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$335NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$704,644DonatedServicesAndUseFcltsAmt
Revenue Not Reported$704,309RevenueNotReportedAmt
Revenue Subtotal$1,302,023RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,302,023TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,020,133TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$704,644DonatedServicesUseFcltsAmt
Expenses Not Reported$704,644ExpensesNotReportedAmt
Expenses Subtotal$1,315,489ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,315,489TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationCMI ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CMI HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2025. CMI'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRACHEL CROCKER FORDPersonNm
TitleMANAGING DIRECTORTitleTxt
Base Compensation Filing Org$168,269BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$10,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$3,565DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$1,024NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$182,858TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationBONUSES PAID TO EMPLOYEES ARE NON-FIXED PAYMENTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE AUDIT FIRM. BEFORE FILING WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS AND IS REVIEWED IN DETAIL.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR CMI DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO EACH MEMBER OF THE BOARD OF DIRECTORS WHO THEN RETURNS A SIGNED ACKNOWLEDGEMENT AND DISCLOSURES STATEMENT. FOR THE FISCAL YEAR ENDED JUNE 30, 2025, ALL OF THE BOARD MEMBERS RETURNED FORMS CONFIRMING COMPLIANCE.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION OF THE MANAGING DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:CMI HAD A PROCESS IN PLACE TO SELECT THE AUDITOR AND OVERSEE THE AUDIT.

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