Civic Intelligence

Higher Education Case Managers Association

990EZ • Fiscal year 2017 • EIN 46-1258513

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

(706) 542-7774

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

198%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,835

Up $17,535 (+40%) from 2016

Net Assets

Up

$61,835

Up $17,535 (+40%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$84,759

Up $56,317 (+198%) from 2016

Expenses

Up

$67,224

Up $58,164 (+642%) from 2016

Net Income

Down

$17,535

Down $1,847 (-9.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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: $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

2017

Assets$61,835
Liabilities-
Net Assets$61,835
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

2017

Revenue$84,759
Expenses$67,224
Net Income$17,535
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$84,759
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.-$65,233
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LARSONPresidentPT$0--
JACQUI TISDALEVice-PresidePT$0--
THERESA SMITHMembership CPT$0--
KATHERINE SNYDERTraining & DPT$0--
CARRIE SMITHFinance ChaiPT$0--
ANGIE KNEFLINMarketing ChPT$0--
MONA DUGOPlanning CHAPT$0--
NINA CRITZClinical CAS-$0--
RACHAEL STARKNonclinical-$0--
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
Carrie Smith
Title
Finance Chair
Phone
2088699627
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

“2017 conference 8,450 total 8,450”

Form 990-ez, Part I, Line 16

“Expenses marketing/promotion 2,965 travel 2,488 conference - catering 20,129 conference - lodging 19,508 conference - supplies 3,147 conference - awards/gifts 1,770 website/hosting 1,728 membership software 650 leadership/meetings 4,538 postage 38 office supplies 216 charitable contributions 1,025 education/accreditation f 825 total 59,027”

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 Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARRIE SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum07065427774
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045 BAXTER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0325 TATE STUDENT CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATHENS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044300
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061835
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017535
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08197
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044300
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061835
IRS990EZ/GrossReceiptsAmt084759
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt076309
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044300
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061835
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044300
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061835
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACQUI TISDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANGIE KNEFLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MONA DUGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NINA CRITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RACHAEL STARK
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/OtherExpensesTotalAmt059027
IRS990EZ/OtherRevenueTotalAmt08450
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/ProgramServiceExpensesAmt065233
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067224
IRS990EZ/TotalProgramServiceExpensesAmt065233
IRS990EZ/TotalRevenueAmt084759
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HECMA.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt099698
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt045802
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt099698
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023389
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt099698
IRS990ScheduleA/TotalSupportAmt099698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02017 CONFERENCE 8,450 TOTAL 8,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING/PROMOTION 2,965 TRAVEL 2,488 CONFERENCE - CATERING 20,129 CONFERENCE - LODGING 19,508 CONFERENCE - SUPPLIES 3,147 CONFERENCE - AWARDS/GIFTS 1,770 WEBSITE/HOSTING 1,728 MEMBERSHIP SOFTWARE 650 LEADERSHIP/MEETINGS 4,538 POSTAGE 38 OFFICE SUPPLIES 216 CHARITABLE CONTRIBUTIONS 1,025 EDUCATION/ACCREDITATION F 825 TOTAL 59,027
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02088699627
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HIGHER EDUCATION CASE MANAGERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0HIGH
ReturnHeader/Filer/EIN0461258513
ReturnHeader/Filer/USAddress/AddressLine1Txt010 EPWORTH LN BOX 90893
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027708
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A8C43DDDBC50F77428C2940638622BE72FF5C953
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BAD2DD6E3E6FFBFFCE031DC0D997B43B063EEBB9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.24.140.54
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:08:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820422345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT R NAUGLER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06727 W USTICK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOISE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083704
ReturnHeader/PreparerPersonGrp/PhoneNum02083220635
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT R NAUGLER CPA
ReturnHeader/ReturnTs02018-11-14T18:08:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,835
Liabilities
-
Net assets
$61,835
Revenue
$84,759
Expenses
$67,224
Net income
$17,535
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
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.85$0.67$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.44$0.28$0.09$0.19