Civic Intelligence

Case Management Society of America Inc

990EZ • Fiscal year 2014 • EIN 52-1859392

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

765 Crestwood DriveWaukesha, WI 53188

(414) 345-4620

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

81st percentile

18%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

69th percentile

$2,780

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

3.2%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$27,005

Up $4,925 (+22%) from 2013

Net Assets

Up

$27,005

Up $4,936 (+22%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$27,367

Up $848 (+3.2%) from 2013

Expenses

Down

$22,431

Down $8,752 (-28%) from 2013

Net Income

Up

$4,936

Up $9,600 (+206%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $55,806Liabilities 2010: $269Net Assets 2010: $55,5372010Assets 2011: $47,306Liabilities 2011: $121Net Assets 2011: $47,1852011Assets 2012: $26,765Liabilities 2012: $32Net Assets 2012: $26,7332012Assets 2013: $22,080Liabilities 2013: $11Net Assets 2013: $22,0692013Assets 2014: $27,005Net Assets 2014: $27,0052014

Highlighted filing

2014

Assets$27,005
Liabilities-
Net Assets$27,005

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2010: $36,571Expenses 2010: $39,394Net Income 2010: -$2,8232010Revenue 2011: $36,749Expenses 2011: $45,101Net Income 2011: -$8,3522011Revenue 2012: $30,614Expenses 2012: $51,066Net Income 2012: -$20,4522012Revenue 2013: $26,519Expenses 2013: $31,183Net Income 2013: -$4,6642013Revenue 2014: $27,367Expenses 2014: $22,431Net Income 2014: $4,9362014

Highlighted filing

2014

Revenue$27,367
Expenses$22,431
Net Income$4,936
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$27,367
Mission and Program Overview

Mission

Case management society of am., provides opportunities for professional growth and education to milwaukee, wi area case managers.

Program Services

DescriptionGrantsExpenses
CASE MANAGEMENT SOCIETY OF AM., PROVIDES OPPORTUNITIES FOR PROFESSIONAL GROWTH AND EDUCATION TO MILWAUKEE, WI AREA HEALTH RELATED CASE MANAGERS(APPROXIMATELY 100).--
CASE MANAGEMENT SOCIETY OF AM., PROVIDES OPPORTUNITIES FOR PROFESSIONAL GROWTH AND EDUCATION TO MILWAUKEE, WI AREA HEALTH RELATED CASE MANAGERS(APPROXIMATELY 100).--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE HICKENExecutive Di-$2,780-$2,780
MARY JACKSONGeneral Boar-$0--
SUE KOZIEJASecretary-$0--
KAREN MCGUIGANPresident-$0--
JENELLE PIERCEGeneral Boar-$0--
ALISON KEENANGeneral Boar-$0--
DOLORES KETTENHOFENTreasurer-$0--
KAREN MALLAKGeneral Boar-$0--
GAVIN QUINNIESGeneral Boar-$0--
SHELLEY SOKOLOWSKIPast Preside-$0--
Filing and Contact Details

Filer

Filer Name
Cmsa-milwaukee Chapter
EIN
52-1859392
Phone
4143454620
Address
765 CRESTWOOD DRIVE, WAUKESHA, WI 53188

Signing Officer

Name
Dolores Kettenhofen
Title
Treasurer
Phone
4143454620
Signed
2015-08-05

Preparer

Firm
STROSAHL & CO CPA'S SC
Address
W136 N5285 CAMPBELL DRIVE, MENOMONEE FALLS, WI 53051
Preparer
Phillip J Strosahl
Phone
2623453000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Misc income 455 total 455

Form 990-ez, Part I, Line 16

Expenses travel 17 conferences 10,438 chapter meeting expenses 733 business expenses 255 computer expense 2,942 insurance 274 office expenses 112 paypal transaction fee 3 scholarships 665 telephone 934 website 274 internet merchant fees 622 total 17,269

Form 990-ez, Part II, Line 24

Computer 3,672 3,672 less accumulated depreciation 3,672 3,672 total 0 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 11 0

Form 990-ez, Part III

Case management society of am., provides opportunities for professional growth and education to milwaukee, wi area case managers.

Form 990-ez, Part III, Line 31

Case management society of am., provides opportunities for professional growth and education to milwaukee, wi area health related case managers(approximately 100).

Raw XML Appendix132 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/PersonNm0DOLORES KETTENHOFEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02625494086
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0631 CRESTWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053188
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022080
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027005
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04936
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02100
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022080
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027005
IRS990EZ/GrossReceiptsAmt027367
IRS990EZ/GroupExemptionNum03347
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt091
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026821
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022069
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027005
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022069
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027005
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02780
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEANNE HICKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE KOZIEJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN MCGUIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENELLE PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALISON KEENAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOLORES KETTENHOFEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAREN MALLAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GAVIN QUINNIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SHELLEY SOKOLOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1GENERAL BOAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4GENERAL BOAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GENERAL BOAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7GENERAL BOAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8GENERAL BOAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017269
IRS990EZ/OtherRevenueTotalAmt0455
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CASE MANAGEMENT SOCIETY OF AM., PROVIDES OPPORTUNITIES FOR PROFESSIONAL GROWTH AND EDUCATION TO MILWAUKEE, WI AREA CASE MANAGERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CASE MANAGEMENT SOCIETY OF AM., PROVIDES OPPORTUNITIES FOR PROFESSIONAL GROWTH AND EDUCATION TO MILWAUKEE, WI AREA HEALTH RELATED CASE MANAGERS(APPROXIMATELY 100).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CASE MANAGEMENT SOCIETY OF AM., PROVIDES OPPORTUNITIES FOR PROFESSIONAL GROWTH AND EDUCATION TO MILWAUKEE, WI AREA HEALTH RELATED CASE MANAGERS(APPROXIMATELY 100).
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03062
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022431
IRS990EZ/TotalRevenueAmt027367
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC INCOME 455 TOTAL 455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL 17 CONFERENCES 10,438 CHAPTER MEETING EXPENSES 733 BUSINESS EXPENSES 255 COMPUTER EXPENSE 2,942 INSURANCE 274 OFFICE EXPENSES 112 PAYPAL TRANSACTION FEE 3 SCHOLARSHIPS 665 TELEPHONE 934 WEBSITE 274 INTERNET MERCHANT FEES 622 TOTAL 17,269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER 3,672 3,672 LESS ACCUMULATED DEPRECIATION 3,672 3,672 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 11 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CASE MANAGEMENT SOCIETY OF AM., PROVIDES OPPORTUNITIES FOR PROFESSIONAL GROWTH AND EDUCATION TO MILWAUKEE, WI AREA CASE MANAGERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CASE MANAGEMENT SOCIETY OF AM., PROVIDES OPPORTUNITIES FOR PROFESSIONAL GROWTH AND EDUCATION TO MILWAUKEE, WI AREA HEALTH RELATED CASE MANAGERS(APPROXIMATELY 100).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOLORES KETTENHOFEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04143454620
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CMSA-MILWAUKEE CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CMSA
ReturnHeader/Filer/EIN0521859392
ReturnHeader/Filer/PhoneNum04143454620
ReturnHeader/Filer/USAddress/AddressLine1Txt0765 CRESTWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053188
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391947696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STROSAHL & CO CPA'S SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0W136 N5285 CAMPBELL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENOMONEE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02623453000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP J STROSAHL
ReturnHeader/ReturnTs02015-08-17T09:13:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings