Civic Intelligence

Commission for Case Manager Certification

990 • Fiscal year 2025 • EIN 36-4029710

Jul 01, 2024 to Jun 30, 2025 • Filed on May 15, 2026

Organization Profilewww.ccmcertification.org
1120 Route 73 Suite 200Mt Laurel, NJ 08054

(856) 380-6836

Siviq Scores

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

Liabilities / Assets

44th percentile

0.12x

Higher debt load relative to assets than 44% of similar nonprofits.

2025 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.13x

Higher debt load relative to revenue than 33% of similar nonprofits.

2025 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2025

Net Margin

24th percentile

-1.8%

Higher net margin than 24% of similar nonprofits.

2025 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

12th percentile

$300

Higher top officer pay than 12% of similar nonprofits.

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

2025 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2025

Asset Growth

43rd percentile

2.9%

Faster asset growth than 43% of similar nonprofits.

2025 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

2.0%

Faster revenue growth than 42% of similar nonprofits.

2025 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$6,299,089

Up $174,640 (+2.9%) from 2024

Net Assets

Up

$5,544,326

Up $164,752 (+3.1%) from 2024

Liabilities

Up

$754,763

Up $9,888 (+1.3%) from 2024

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin24th percentile

Revenue

Up

$6,015,681

Up $117,495 (+2.0%) from 2024

Expenses

Up

$6,126,281

Up $207,815 (+3.5%) from 2024

Net Income

Down

-$110,600

Down $90,320 (-445%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,806,886Liabilities 2010: $373,148Net Assets 2010: $3,433,7382010Assets 2011: $3,761,859Liabilities 2011: $310,484Net Assets 2011: $3,451,3752011Assets 2012: $2,552,734Liabilities 2012: $499,708Net Assets 2012: $2,053,0262012Assets 2013: $2,031,147Liabilities 2013: $680,007Net Assets 2013: $1,351,1402013Assets 2014: $2,468,661Liabilities 2014: $620,421Net Assets 2014: $1,848,2402014Assets 2015: $2,574,404Liabilities 2015: $692,024Net Assets 2015: $1,882,3802015Assets 2016: $2,588,335Liabilities 2016: $812,045Net Assets 2016: $1,776,2902016Assets 2017: $3,536,688Liabilities 2017: $917,978Net Assets 2017: $2,618,7102017Assets 2018: $4,228,260Liabilities 2018: $1,095,083Net Assets 2018: $3,133,1772018Assets 2019: $4,539,369Liabilities 2019: $808,248Net Assets 2019: $3,731,1212019Assets 2020: $4,769,858Liabilities 2020: $947,027Net Assets 2020: $3,822,8312020Assets 2021: $5,786,406Liabilities 2021: $714,261Net Assets 2021: $5,072,1452021Assets 2022: $5,423,923Liabilities 2022: $748,374Net Assets 2022: $4,675,5492022Assets 2023: $5,945,259Liabilities 2023: $797,644Net Assets 2023: $5,147,6152023Assets 2024: $6,124,449Liabilities 2024: $744,875Net Assets 2024: $5,379,5742024Assets 2025: $6,299,089Liabilities 2025: $754,763Net Assets 2025: $5,544,3262025

Highlighted filing

2025

Assets$6,299,089
Liabilities$754,763
Net Assets$5,544,326
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,198,7182010Expenses 2011: $2,768,3682011Expenses 2012: $3,530,8372012Expenses 2013: $3,711,1472013Revenue 2014: $4,248,995Expenses 2014: $3,701,749Net Income 2014: $547,2462014Revenue 2015: $4,011,777Expenses 2015: $3,978,124Net Income 2015: $33,6532015Revenue 2016: $4,710,368Expenses 2016: $4,827,297Net Income 2016: -$116,9292016Revenue 2017: $5,232,818Expenses 2017: $5,177,735Net Income 2017: $55,0832017Revenue 2018: $6,015,251Expenses 2018: $5,532,649Net Income 2018: $482,6022018Revenue 2019: $6,305,448Expenses 2019: $5,788,522Net Income 2019: $516,9262019Revenue 2020: $5,279,412Expenses 2020: $5,337,655Net Income 2020: -$58,2432020Revenue 2021: $5,906,549Expenses 2021: $5,075,439Net Income 2021: $831,1102021Revenue 2022: $5,312,913Expenses 2022: $5,124,184Net Income 2022: $188,7292022Revenue 2023: $5,666,506Expenses 2023: $5,316,461Net Income 2023: $350,0452023Revenue 2024: $5,898,186Expenses 2024: $5,918,466Net Income 2024: -$20,2802024Revenue 2025: $6,015,681Expenses 2025: $6,126,281Net Income 2025: -$110,6002025

Highlighted filing

2025

Revenue$6,015,681
Expenses$6,126,281
Net Income-$110,600
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
May 15, 2026
Return Version
2024v5.2
Gross Receipts
$6,386,021
Mission and Program Overview

Mission

The mission of ccmc is to advocate for professional case management excellence through certification and interrelated programs and services.

To advocate for professional case management excellence through certification and interrelated programs and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,241,511$5,492,066▲ $250,555
Cash and Non-Interest-Bearing Accounts$691,936$586,807▼ $105,129
Land, Buildings, and Equipment, Net$41,329$56,027▲ $14,698
Prepaid Expenses and Deferred Charges$33,316$41,841▲ $8,525
Accounts Receivable$8,300$0▼ $8,300
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$6,124,449$6,299,089▲ $174,640
Other Assets Total$108,057$122,348▲ $14,291
Liabilities
Deferred Revenue$513,443$503,288▼ $10,155
Accounts Payable and Accrued Expenses$231,432$251,475▲ $20,043
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$744,875$754,763▲ $9,888
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,362,787$5,530,119▲ $167,332
Net Assets With Donor Restrictions$16,787$14,207▼ $2,580
Total Net Assets Fund Balance$5,379,574$5,544,326▲ $164,752
Total Liabilities and Net Assets / Fund Balance$6,124,449$6,299,089▲ $174,640

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$56,027$642,702$698,729
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anne MercerTreasurerPT$300$300
Ed QuickImmediate Past-chairPT$300$300
Michelle BakerSecretaryPT$300$300
Patricia NunezChairPT$300$300
Rebecca FiscoChair-ElectPT$300$300
Dawn TaylorCommissioner-$300$300
Jared YoungCommissioner-$300$300
Jean KrsnakCommissioner-$300$300
Kendra GreeneCommissioner-$300$300
Lisa Cook BayerCommissioner-$300$300
Margaret BrownCommissioner-$300$300
Patricia Kelley MorganCommissioner-$300$300
R Keith FranklinCommissioner-$300$300
Rosalyn BurnsCommissioner-$300$300

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Headquarters AHMgt Service Company1120 Rt 73 Suite 200, Mount Laurel, NJ 08054$3,491,229
Health2Resources IncMarketing Services344 MAPLE AVE WEST STE 245, Vienna, VA 22180$846,686
NCS Pearson IncTesting Services5601 Green Valley Drive, Bloomington, MN 55437-1099$466,726
Data Recognition CorporationTesting Dev. Svcs.13490 Bass Lake Rd, Maple Grove, MN 55311$167,567
Ice Miller LLPLegal Services1735 Market St Suite 3900, Philadelphia, PA 19103$146,610
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,843,848
Investment Income
$171,833
Other Revenue
$0
Change in Net Assets
$-110,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,867,008
Revenue Not Reported on Financial Statements
$148,673
Revenue Not Reported on Form 990
$268,013
Other Revenue Adjustments
$148,673
Total Revenue per Audited Statements
$6,135,021
Total Revenue per Form 990
$6,015,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,122,081
Salaries, Compensation, and Employee Benefits$4,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$3,268,440
Advertising---$1,025,400
Travel---$180,542
Fees for Services Other---$149,800
Other Expenses---$134,382
Fees for Services Legal---$121,417
Conferences and Meetings---$55,943
Information Technology---$43,282
Depreciation Depletion---$41,329
Insurance---$32,308
Office Expenses---$28,678
Fees for Service Investment Mgmnt Fees---$21,630
Fees for Services Accounting---$15,200
Current Officers, Directors, Trustees, and Key Employees---$4,200
Total Functional Expenses$0$0$0$6,126,281

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,126,281
Expenses per Audited Statements$5,970,269
Total Expenses per Audited Statements$5,970,269
Expenses Not Reported on Financial Statements$156,012
Other Expense Adjustments$134,382
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

“Delegation of management duties to management company ccmc receives various management services including those related to general administration, certification, meetings and financial services from association headquarters, inc.”

FORM 990, PART VI, SECTION B, LINE 11B:

“Governing body review of form 990 prior to its filing with the irs, a copy of the final form 990 is provided to each voting member of the board of commissioners.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Monitoring and enforcement of conflict of interest policy all commissioners of the board and volunteers are required to sign a conflict of interest covenant at each meeting of the organization and/or smaller meetings. Should a conflict of interest arise or be uncovered, a board commissioner is expected to recuse him/herself from any relevant voting decisions. Should the conflict of interest be more serious than a voting issue, the organization's chair, ceo, coo and/or chief relationship officer will mediate the situation to attain a solution favorable to the organization.”

FORM 990, PART VI, SECTION C, LINE 19:

“Public availability of other documents copies of the organization's governing documents, conflict of interest policy, financial statements and form 990 are available upon request.”

Filing and Contact Details

Filer

Filer Name
Commission For Case Manager
EIN
36-4029710
In Care Of
% ASSOCIATION HEADQUARTERS IN
Phone
8563806836
Address
1120 Route 73 Suite 200, Mt Laurel, NJ 08054

Signing Officer

Name
Patricia Nunez
Title
Chair
Phone
8563806836
Signed
2026-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Nunez
Formed
1995
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
50

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET SUITE 1710, PHILADELPHIA, PA 19103-2945
Preparer
Israel Tannenbaum
Phone
2155462140
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Uncertain tax positions under asc 740 gaap requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. Gaap prescribes minimum recognition threshold that a tax position is required to meet in order to be recognized in the financial statements. Ccmc believes it had no uncertain tax positions as defined in gaap.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of tdp - 14,291. Investment expenses - 21,630. Total to schedule d, part xi, line 2d - -7,339.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Symposium revenue - 148,673.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Symposium expenses - 134,382.”

Raw XML AppendixShowing 400 of 543 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.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,299,089
Liabilities
$754,763
Net assets
$5,544,326
Revenue
$6,015,681
Expenses
$6,126,281
Net income
-$110,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.30$0.75$5.54$6.02$6.13$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.74$5.38$5.90$5.92$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.80$5.15$5.67$5.32$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.75$4.68$5.31$5.12$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.71$5.07$5.91$5.08$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.95$3.82$5.28$5.34$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.81$3.73$6.31$5.79$0.52
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$1.10$3.13$6.02$5.53$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.92$2.62$5.23$5.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.59$0.81$1.78$4.71$4.83$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.69$1.88$4.01$3.98$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.47$0.62$1.85$4.25$3.70$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.68$1.35$3.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.50$2.05$3.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.31$3.45$2.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.37$3.43$2.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)6 • $5M-$10M nonprofits