Civic Intelligence

Case Management Society of America Inc

990EZ • Fiscal year 2024 • EIN 11-3263570

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 28, 2025

Organization ProfileWWW.CMSA-NY.ORG
224 Ancon AvePelham, NY 10803

(973) 220-5566

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

17%

Higher net margin than 78% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$92,572

Up $58,370 (+171%) from 2011

Net Assets

Up

$92,572

Up $58,370 (+171%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin78th percentile

Revenue

$67,933

No earlier filing loaded for comparison.

Expenses

Down

$56,257

Down $15,312 (-21%) from 2011

Net Income

$11,676

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2010: $46,443Liabilities 2010: $13,815Net Assets 2010: $32,6282010Assets 2011: $34,202Liabilities 2011: $0Net Assets 2011: $34,2022011Assets 2024: $92,572Liabilities 2024: $0Net Assets 2024: $92,5722024

Highlighted filing

2024

Assets$92,572
Liabilities$0
Net Assets$92,572
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0Expenses 2010: $64,4002010Expenses 2011: $71,5692011Revenue 2024: $67,933Expenses 2024: $56,257Net Income 2024: $11,6762024

Highlighted filing

2024

Revenue$67,933
Expenses$56,257
Net Income$11,676
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$67,933
Mission and Program Overview

Mission

Cmsa-nyc is a not-for-profit volunteer organization with a mission to provide education to our members in the healthcare community.

Program Services

DescriptionGrantsExpenses
A ONCE-A-YEAR EVENT, HELD ON 10/12/2024. THE EVENT PROVIDED AN OPPORTUNITY TO OUR MEMBERS AND NON-MEMBERS TO NETWORK AND LEARN ABOUT VARIOUS SERVICES PROVIDED BY OUR PARTNERS IN THE NYC AREA. APPROX. 230 ATTENDEES AND 6 SPONSORS.$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA KOLTChapter President-$0--
JOSE SANTOROChapter Treasurer-$0--
MARK NAGHSHDirector-$0--
LAURA OSTROWSKYDirector-$0--
TORI PETERSONDirector-$0--
WILMA PETERSONDirector-$0--
JESSICA ADAMODirector-$0--
BETH WEEKSDirector-$0--
TIFFANY RODRIGUEZDirector-$0--
LUZ SANTANADirector-$0--
Filing and Contact Details

Filer

Filer Name
Case Management Society of America Inc
EIN
11-3263570
Phone
9732205566
Address
224 ANCON AVE, PELHAM, NY 10803

Signing Officer

Name
Sheila Kolt
Title
President
Phone
9732205566
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Landmark Plc Cpas
Address
200 W CAPITOL AVE SUITE 1700, LITTLE ROCK, AR 72201
Preparer
John Albritton CPA
Phone
5013752025
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: travel expenses. Amount: 2,362. Description: meeting expense. Amount: 57. Description: fees. Amount: 563. Description: special event expenses. Amount: 47,123. Description: insurance. Amount: 630. Description: miscellaneous. Amount: 1,557. Description: donations. Amount: 1,133. Total to form 990-ez, line 16: 53,425.”

Raw XML Appendix152 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHEILA KOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSE SANTORO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK NAGHSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA OSTROWSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TORI PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILMA PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JESSICA ADAMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BETH WEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TIFFANY RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LUZ SANTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAPTER TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt053425
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CMSA-NYC IS A NOT-FOR-PROFIT VOLUNTEER ORGANIZATION WITH A MISSION TO PROVIDE EDUCATION TO OUR MEMBERS IN THE HEALTHCARE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01437
IRS990EZ/ProgramServiceRevenueAmt022952
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt056257
IRS990EZ/TotalRevenueAmt067933
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CMSA-NY.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 2,362. DESCRIPTION: MEETING EXPENSE. AMOUNT: 57. DESCRIPTION: FEES. AMOUNT: 563. DESCRIPTION: SPECIAL EVENT EXPENSES. AMOUNT: 47,123. DESCRIPTION: INSURANCE. AMOUNT: 630. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,557. DESCRIPTION: DONATIONS. AMOUNT: 1,133. TOTAL TO FORM 990-EZ, LINE 16: 53,425.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA KOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09732205566
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASE MANAGEMENT SOCIETY OF AMERICA INC
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0113263570
ReturnHeader/Filer/PhoneNum09732205566
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 ANCON AVE
ReturnHeader/Filer/USAddress/CityNm0PELHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010803
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710355269
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANDMARK PLC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 W CAPITOL AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLE ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072201
ReturnHeader/PreparerPersonGrp/PhoneNum05013752025
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ALBRITTON CPA
ReturnHeader/ReturnTs02025-04-28T09:09:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,572
Liabilities
$0
Net assets
$92,572
Revenue
$67,933
Expenses
$56,257
Net income
$11,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$92.6$0.00$92.6$67.9$56.3$11.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$0.00$34.2$71.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.4$13.8$32.6$64.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)6 • <$500k nonprofits