Civic Intelligence

Higher Education Case Managers Association

990EZ • Fiscal year 2021 • EIN 46-1258513

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

45 Baxter St 325 Tate Student CtrAthens, GA 30602

(706) 542-7774

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

71st percentile

27%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

32%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

182%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$79,914

Flat from 2021

Net Assets

$79,915

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue

Flat

$73,020

Flat from 2021

Expenses

Flat

$53,651

Flat from 2021

Net Income

Flat

$19,369

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $44,300Net Assets 2016: $44,3002016Assets 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: $0Net Assets 2021: $79,9152021Assets 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

2021

Assets$79,914
Liabilities$0
Net Assets$79,915

Operations Trend

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 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

2021

Revenue$73,020
Expenses$53,651
Net Income$19,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$73,020
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.

Provide members with professional identity resources

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 Annual Conference resumed in 2021-$47,174
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE SMITHPresidentPT$0--
JACQUI TISDALEVpconference ChairPT$0--
SUZIE BAKERFinance ChairPT$0--
JUSTIN KELLEYMembership DirectorPT$0--
BRENDA ANDERSON-WADLEYTraining DirectorPT$0--
MEGAN HIGGINBOTHAMMktg CommunicationsPT$0--
NOAH HENRY-DARWISHStragic Planning OpnPT$0--
ALICIA TALBIRDClinical Case Mgr-$0--
LAUREL DONLEYPast President-$0--
MELANIE MCKOIN-OWENSNonclinical Case Mgr-$0--
Filing and Contact Details

Filer

Filer Name
Higher Education Case Managers Association
EIN
46-1258513
In Care Of
% Suzie Baker
Phone
7065427774
Address
45 Baxter St 325 Tate Student Ctr, Athens, GA 30602

Signing Officer

Name
Suzie Baker
Title
Treasurer
Phone
5408088053
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Doreen Carter CPA Pllc
Address
5317 HIGHGATE DRIVE SUITE 113, DURHAM, NC 27713
Preparer
Doreen Carter
Phone
9193990829
Supplemental Narrative

Additional Explanations

Part I Line 16

Advertising and promotion $6484.00

Part I Line 16

Other office expenses $3235.00

Part I Line 16

Travel $1797.00

Part I Line 16

Conferences, conventions, and meetings $31974.00

Part I Line 16

Executive Council $645.00

Part I Line 16

Ed/Training $4025.00

Part I Line 16

Membership Software $1380.00

Part I Line 16

Stripe fees $2391.00

Part II Line 24

Accounts receivable, net. Beginning:$1200.00 Ending: $200.00

Raw XML Appendix196 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and promotion $6484.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other office expenses $3235.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1797.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, conventions, and meetings $31974.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Executive Council $645.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Ed/Training $4025.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Software $1380.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Stripe fees $2391.00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/Filer/EIN0461258513
ReturnHeader/Filer/InCareOfNm0% Suzie Baker
ReturnHeader/Filer/PhoneNum07065427774
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Baxter St 325 Tate Student Ctr
ReturnHeader/Filer/USAddress/CityNm0Athens
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030602
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOREEN CARTER
ReturnHeader/ReturnTs02022-11-09T11:37:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings