Massachusetts · Nonprofit
CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC
CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC (Massachusetts) receives grants from 6 organizations whose IRS filings report $8,495,000 to it, the largest being VALHALLA FOUNDATION ($4,750,000). 2 of them have funded it in more than one year.
- Revenue FY2025
- $1.3M
- Funders on record
- 6
- Grants received
- $8.5M
- Net assets
- $5.1M
What Case Method Institute for Education and Democracy Inc does
Mission
The 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.
As stated on its FY2025 Form 990.
Programs
Teacher 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.
$395,087 spent37% of program spendingRecruiting: 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.
$315,062 spent30% of program spendingProgram 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.
$216,483 spent21% of program spendingProfessional 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.
$127,454 spent12% of program spendingCase 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.
The 5 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,054,086.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $7.2M to $6.3M (−13%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
82% of CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC’s revenue is contributions — more donation-reliant than the typical peer (48% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 6 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2020 → 2023: the base narrowed from 3 funders to 2 funders, grant income fell $2.0M → $1.8M.
3 of 6 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 37% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC leans on a few funders — its largest provides 56% of grant income and the top three 91%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
38% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC.
Largest funder’s share by year: 2020 50% · 2021 65% · 2022 81% · 2023 86% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC draws 100% of its grant income from funders outside Massachusetts, across 3 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $3.1M arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC holds deeper cash reserves than three-quarters of the 9,398 education nonprofits its size.
this organization peer median middle 50% of peers· 9,398 education nonprofits $1M–$10M, FY2025
Organizations like CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
80% of spending goes to programs.
Governance
Public support
50%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC?
- CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC (Massachusetts) receives grants from 6 organizations whose IRS filings report $8,495,000 to it, the largest being VALHALLA FOUNDATION ($4,750,000). 2 of them have funded it in more than one year.
- How many funders does CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC have?
- IRS filings report 6 organizations giving $8,495,000 in grants to CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC, 2 of which have funded it in more than one year.
- Who is the largest funder of CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC?
- VALHALLA FOUNDATION is the largest funder on record, with $4,750,000 in grants. The full list of funders is on this page.
- How can an organization like CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Case Method Institute for Education and Democracy →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2020–2025), and the filings of 6 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing