Form 990-ez, Part I, Line 8
“2019 conference 99,291 sponsorships 4,000 total 103,291”
Higher Education Case Managers Association
990EZ • Fiscal year 2019 • EIN 46-1258513
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$47,605
Flat from 2019
Net Assets
$47,605
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Flat$130,250
Flat from 2019
Expenses
Flat$131,837
Flat from 2019
Net Income
Flat-$1,587
Flat from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Nov 10, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $130,250
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
| Description | Grants | Expenses |
|---|---|---|
| NONPROFIT MEMBERSHIP ORGANIZATION THAT PROMOTES THE COMMON BUSINESS INTERESTS, ETHICAL CONDUCT AND GOOD BUSINESS PRACTICES OF THOSE ENGAGED AS HIGHER EDUCATION CASE MANAGERS. | - | $128,766 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LAUREL BANKS | President | PT | $0 | - | - |
| JACQUI TISDALE | Vice-Preside | PT | $0 | - | - |
| LIZ STEVENSON | Membership C | PT | $0 | - | - |
| BRENDA WADLEY | Training & D | PT | $0 | - | - |
| CARRIE SMITH | Finance Chai | PT | $0 | - | - |
| DAVID WILTSHIRE | Marketing Ch | PT | $0 | - | - |
| NOAH HENRY-DARWISH | Planning CHA | PT | $0 | - | - |
| ALICIA TALBIRD | Clinical CAS | - | $0 | - | - |
| TAWANNA BROWN | Nonclinical | - | $0 | - | - |
| SEAN JOY | Diversity Ch | PT | $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
- 2020-11-10
- 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 16
“Expenses marketing/promotion 3,811 travel 3,551 annual conference 73,684 conference - supplies 4,534 conference - awards/gifts 600 website/hosting 17,472 membership software 546 leadership/meetings 1,460 postage 561 office supplies 1,921 education/accreditation f 2,301 cas expenses 4,263 outside services 1,513 total 116,217”
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 Appendix156 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LAUREL BANKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JACQUI TISDALE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LIZ STEVENSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BRENDA WADLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CARRIE SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DAVID WILTSHIRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | NOAH HENRY-DARWISH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ALICIA TALBIRD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | TAWANNA BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | SEAN JOY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE-PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | MEMBERSHIP C |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRAINING & D |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | FINANCE CHAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MARKETING CH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PLANNING CHA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | CLINICAL CAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | NONCLINICAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIVERSITY CH |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 116217 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 103291 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | NONPROFIT MEMBERSHIP ORGANIZATION THAT PROMOTES THE COMMON BUSINESS INTERESTS, ETHICAL CONDUCT AND GOOD BUSINESS PRACTICES OF THOSE ENGAGED AS HIGHER EDUCATION CASE MANAGERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 128766 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 131837 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 128766 |
| IRS990EZ/TotalRevenueAmt | 0 | 130250 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HECMA.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 31158 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 28280 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 76309 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 23389 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 159136 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 198781 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 159136 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 76309 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 159136 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 159136 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 2019 CONFERENCE 99,291 SPONSORSHIPS 4,000 TOTAL 103,291 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES MARKETING/PROMOTION 3,811 TRAVEL 3,551 ANNUAL CONFERENCE 73,684 CONFERENCE - SUPPLIES 4,534 CONFERENCE - AWARDS/GIFTS 600 WEBSITE/HOSTING 17,472 MEMBERSHIP SOFTWARE 546 LEADERSHIP/MEETINGS 1,460 POSTAGE 561 OFFICE SUPPLIES 1,921 EDUCATION/ACCREDITATION F 2,301 CAS EXPENSES 4,263 OUTSIDE SERVICES 1,513 TOTAL 116,217 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CARRIE SMITH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | FINANCE CHAIR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2088699627 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HIGHER EDUCATION CASE MANAGERS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HIGH |
| ReturnHeader/Filer/EIN | 0 | 461258513 |
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| ReturnHeader/Filer/USAddress/CityNm | 0 | DURHAM |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
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| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-11-11 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 07:59:48 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 820422345 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROBERT R NAUGLER CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6727 W USTICK RD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOISE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | ID |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 83704 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2083220635 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT R NAUGLER CPA |
| ReturnHeader/ReturnTs | 0 | 2020-11-11T07:59:48-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $47,605
- Liabilities
- -
- Net assets
- $47,605
- Revenue
- $130,250
- Expenses
- $131,837
- Net income
- -$1,587