Civic Intelligence

Higher Education Case Managers Association

990EZ • Fiscal year 2016 • EIN 46-1258513

Jan 01, 2016 to Dec 31, 2016 • Filed on May 26, 2017

Organization ProfileWWW.HECMA.ORG
10 Epworth Ln Box 90893Durham, NC 27708

(208) 869-9627

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$44,300

No earlier filing loaded for comparison.

Net Assets

$19,382

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

$28,442

No earlier filing loaded for comparison.

Expenses

$9,060

No earlier filing loaded for comparison.

Net Income

$19,382

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.

$150K$100K$50K$0Assets 2016: $44,300Net Assets 2016: $19,3822016Assets 2017: $61,835Net Assets 2017: $61,8352017Assets 2018: $49,191Net Assets 2018: $49,1912018Assets 2019: $47,605Liabilities 2019: $02019Assets 2020: $60,546Liabilities 2020: $0Net Assets 2020: $60,5462020Assets 2021: $79,914Liabilities 2021: $02021Assets 2022: $138,356Liabilities 2022: $0Net Assets 2022: $138,3562022Assets 2023: $135,181Liabilities 2023: $0Net Assets 2023: $135,1812023Assets 2024: $140,648Liabilities 2024: $0Net Assets 2024: $140,6482024

Highlighted filing

2016

Assets$44,300
Liabilities-
Net Assets$19,382
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2016: $28,442Expenses 2016: $9,060Net Income 2016: $19,3822016Revenue 2017: $84,759Expenses 2017: $67,224Net Income 2017: $17,5352017Revenue 2018: $85,677Expenses 2018: $98,321Net Income 2018: -$12,6442018Revenue 2019: $130,250Expenses 2019: $131,837Net Income 2019: -$1,5872019Revenue 2020: $25,889Expenses 2020: $12,948Net Income 2020: $12,9412020Revenue 2021: $73,020Expenses 2021: $53,651Net Income 2021: $19,3692021Revenue 2022: $223,446Expenses 2022: $164,895Net Income 2022: $58,5512022Revenue 2023: $261,871Expenses 2023: $259,035Net Income 2023: $2,8362023Revenue 2024: $258,354Expenses 2024: $249,267Net Income 2024: $9,0872024

Highlighted filing

2016

Revenue$28,442
Expenses$9,060
Net Income$19,382
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 26, 2017
Return Version
2016v3.0
Gross Receipts
$60,816
Mission and Program Overview

Mission

Organization formed to provide members with professional identity and resources to advance best practice, knowledge and research in order to promote and enhance the well-being of campus communities.

Program Services

DescriptionGrantsExpenses
NONPROFIT MEMBERSHIP ORGANIZATION THAT PROMOTES THE COMMON BUSINESS INTERESTS, ETHICAL CONDUCT AND GOOD BUSINESS PRACTICES OF THOSE ENGAGED AS HIGHER EDUCATION CASE MANAGERS.-$7,169
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LARSONPresidentPT$0--
LAUREN STRUCKVice-PresidePT$0--
THERESA SMITHMembership CPT$0--
KATHERINE ZILMERTraining & DPT$0--
LAUREN OEFinance ChaiPT$0--
JENNIFER HENKLEMarketing ChPT$0--
PAUL TONGSRIPlanning CHAPT$0--
NINA CRITZClinical CAS-$0--
DAWNA JONESNonclinical-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2016 Roundtable$37,352$37,352$32,374$4,978
Total Events$37,352$37,352$32,374$4,978
Filing and Contact Details

Filer

Filer Name
Higher Education Case Managers
EIN
46-1258513
Address
10 EPWORTH LN BOX 90893, DURHAM, NC 27708

Signing Officer

Name
Lauren Oe
Title
Finance Chair
Phone
2088699627
Signed
2017-05-26
Discuss with paid preparer
Yes

Preparer

Firm
Robert R Naugler CPA Pa
Address
6727 W USTICK RD, BOISE, ID 83704-6162
Preparer
Robert R Naugler CPA
Phone
2083220635
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“WEBINARS 75 TOTAL 75”

Form 990-ez, Part I, Line 16

“Expenses marketing/promotion 579 website/hosting 1,807 domain fees/registration 20 cas expenses 2,808 leadership/meetings 1,750 postage 55 printing and reproduction 150 office supplies 67 bank service charges 48 bankcard fees 1,271 charitable contributions 505 total 9,060”

Form 990-ez, Part III

“Organization formed to provide members with professional identity and resources to advance best practice, knowledge and research in order to promote and enhance the well-being of campus communities.”

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/BooksInCareOfDetail/PhoneNum02088699627
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01910 UNIVERSITY DR MS 1370
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOISE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083725
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044300
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02050
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019382
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt021339
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019382
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN STRUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE ZILMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN OE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER HENKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAUL TONGSRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NINA CRITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAWNA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRAINING & D
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCE CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MARKETING CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PLANNING CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CLINICAL CAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8NONCLINICAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09060
IRS990EZ/OtherRevenueTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION FORMED TO PROVIDE MEMBERS WITH PROFESSIONAL IDENTITY AND RESOURCES TO ADVANCE BEST PRACTICE, KNOWLEDGE AND RESEARCH IN ORDER TO PROMOTE AND ENHANCE THE WELL-BEING OF CAMPUS COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONPROFIT MEMBERSHIP ORGANIZATION THAT PROMOTES THE COMMON BUSINESS INTERESTS, ETHICAL CONDUCT AND GOOD BUSINESS PRACTICES OF THOSE ENGAGED AS HIGHER EDUCATION CASE MANAGERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07169
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032374
IRS990EZ/SpecialEventsNetIncomeLossAmt04978
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09060
IRS990EZ/TotalProgramServiceExpensesAmt07169
IRS990EZ/TotalRevenueAmt028442
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HECMA.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WEBINARS 75
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023389
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt037352
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt075
IRS990ScheduleA/OtherIncome170Grp/TotalAmt075
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt023389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023389
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023389
IRS990ScheduleA/TotalSupportAmt023464
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032374
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02016 ROUNDTABLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037352
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04978
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032374
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEBINARS 75 TOTAL 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING/PROMOTION 579 WEBSITE/HOSTING 1,807 DOMAIN FEES/REGISTRATION 20 CAS EXPENSES 2,808 LEADERSHIP/MEETINGS 1,750 POSTAGE 55 PRINTING AND REPRODUCTION 150 OFFICE SUPPLIES 67 BANK SERVICE CHARGES 48 BANKCARD FEES 1,271 CHARITABLE CONTRIBUTIONS 505 TOTAL 9,060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION FORMED TO PROVIDE MEMBERS WITH PROFESSIONAL IDENTITY AND RESOURCES TO ADVANCE BEST PRACTICE, KNOWLEDGE AND RESEARCH IN ORDER TO PROMOTE AND ENHANCE THE WELL-BEING OF CAMPUS COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN OE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02088699627
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HIGHER EDUCATION CASE MANAGERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
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ReturnHeader/Filer/EIN0461258513
ReturnHeader/Filer/USAddress/AddressLine1Txt010 EPWORTH LN BOX 90893
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820422345
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06727 W USTICK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOISE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0837046162
ReturnHeader/PreparerPersonGrp/PhoneNum02083220635
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT R NAUGLER CPA
ReturnHeader/ReturnTs02017-05-27T08:00:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,300
Liabilities
-
Net assets
$19,382
Revenue
$28,442
Expenses
$9,060
Net income
$19,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$2.58$2.49$0.09
2023Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$2.62$2.59$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$2.23$1.65$0.59
2021Summary only. Only limited summary data is available for this year.$0.80$0.00$0.73$0.54$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.26$0.13$0.13
2019Summary only. Only limited summary data is available for this year.$0.48$0.00$1.30$1.32$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$0.86$0.98$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.62$0.85$0.67$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.19$0.28$0.09$0.19