Case Method Institute for Education and Democracy Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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.
- Income
- $1.3 million
- Spending
- $1.3 million
- Spent on programs
- 80%
- Reserves
- 46.3 months of spending
- Largest source of income
- donations and private grants, 82%
- Employees
- 16
- Volunteers
- 7
- Highest pay
- $182,858, managing director
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Strong: 93 out of 100. Higher than 83% of charities in its peer group (education, $1m to $10m).
Reserves
35 of 35Spendable reserves would cover 46.3 months of spending.
Debt
20 of 20It owes 2% of what it owns.
Living within its means
8 of 15Spending exceeded income by 1% of income.
Income trend
15 of 15Income rose 23% on the year before.
Spending floor
15 of 1580% of spending went to programs and raising each dollar of donations cost 2 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 74% of charities in its peer group (education, $1m to $10m).
Independent board
25 of 255 of 5 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (5)
- $395,087 spent. 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.
- $315,062 spent. RECRUITING: 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.
- $216,483 spent. PROGRAM 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.
- $127,454 spent. PROFESSIONAL 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since February 2020.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.