Civic Intelligence

Case Management Society of America

EIN 58-2114311 • 501(c)6 • Atlanta, GA

PO Box 29183Atlanta, GA 30345
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

12th percentile

-47%

Higher net margin than 12% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-9.9%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

338%

Faster revenue growth than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$27,634

Down $3,025 (-9.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$27,634

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue51st percentileNet Margin12th percentile

Revenue

Up

$6,469

Up $4,992 (+338%) from 2023

Expenses

Up

$9,494

Up $4,627 (+95%) from 2023

Net Income

Up

-$3,025

Up $365 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $31,876Liabilities 2011: $02011Assets 2012: $35,748Liabilities 2012: $02012Assets 2013: $22,968Liabilities 2013: $02013Assets 2014: $32,604Liabilities 2014: $02014Assets 2015: $31,872Liabilities 2015: $02015Assets 2016: $27,355Liabilities 2016: $0Net Assets 2016: $27,3552016Assets 2017: $15,093Liabilities 2017: $0Net Assets 2017: $15,0932017Assets 2018: $25,768Liabilities 2018: $0Net Assets 2018: $25,7682018Assets 2020: $33,782Liabilities 2020: $0Net Assets 2020: $33,7822020Assets 2021: $34,503Liabilities 2021: $0Net Assets 2021: $34,5032021Assets 2022: $34,049Liabilities 2022: $02022Assets 2023: $30,659Liabilities 2023: $02023Assets 2024: $27,634Liabilities 2024: $0Net Assets 2024: $27,6342024

Highlighted filing

2024

Assets$27,634
Liabilities$0
Net Assets$27,634
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $56,395Expenses 2011: $68,039Net Income 2011: -$11,6442011Revenue 2012: $53,435Expenses 2012: $49,563Net Income 2012: $3,8722012Revenue 2013: $38,304Expenses 2013: $51,084Net Income 2013: -$12,7802013Revenue 2014: $42,321Expenses 2014: $32,685Net Income 2014: $9,6362014Revenue 2015: $31,568Expenses 2015: $32,300Net Income 2015: -$7322015Revenue 2016: $23,603Expenses 2016: $28,120Net Income 2016: -$4,5172016Revenue 2017: $2,432Expenses 2017: $4,679Net Income 2017: -$2,2472017Revenue 2018: $8,959Expenses 2018: $8,305Net Income 2018: $6542018Revenue 2020: $12,354Expenses 2020: $3,328Net Income 2020: $9,0262020Revenue 2021: $5,181Expenses 2021: $4,460Net Income 2021: $7212021Revenue 2022: $2,773Expenses 2022: $3,227Net Income 2022: -$4542022Revenue 2023: $1,477Expenses 2023: $4,867Net Income 2023: -$3,3902023Revenue 2024: $6,469Expenses 2024: $9,494Net Income 2024: -$3,0252024

Highlighted filing

2024

Revenue$6,469
Expenses$9,494
Net Income-$3,025
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$27,634
Liabilities
$0
Net assets
$27,634
Revenue
$6,469
Expenses
$9,494
Net income
-$3,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$0.00$27.6$6.47$9.49$3.03
2023Summary only. Only limited summary data is available for this year.$30.7$0.00$1.48$4.87$3.39
2022Summary only. Only limited summary data is available for this year.$34.0$0.00$2.77$3.23$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$0.00$34.5$5.18$4.46$0.72
2020Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$12.4$3.33$9.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.00$25.8$8.96$8.31$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$2.43$4.68$2.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$23.6$28.1$4.52
2015Summary only. Only limited summary data is available for this year.$31.9$0.00$31.6$32.3$0.73
2014Summary only. Only limited summary data is available for this year.$32.6$0.00$42.3$32.7$9.64
2013Summary only. Only limited summary data is available for this year.$23.0$0.00$38.3$51.1$12.8
2012Summary only. Only limited summary data is available for this year.$35.7$0.00$53.4$49.6$3.87
2011Summary only. Only limited summary data is available for this year.$31.9$0.00$56.4$68.0$11.6
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$12,354
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SUPPORT AND DEVELOPMENT OF THE PROFESSION OF CASE MANAGEMENT THROUGHEDUCATIONAL FORUMS NETWORKING OPPORTUNITIES AND LEGISLATIVE INVOLVEMENT CONFERENCE HOSTED--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE SAPPPresidentPT$0--
NADINE CARTERSecretaryPT$0--
WAYNE BLAKETreasurerPT$0--
SHARON R BROOKSBoard MemberPT$0--
GLORIA WASHINGTONCommittee ChairPT$0--
PAULINE SANDERSCommittee Co ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Case Management Society of America
EIN
58-2114311
Address
PO BOX 29183, ATLANTA, GA 30345

Signing Officer

Name
Wayne Blake
Title
Treasurer
Phone
8033474744
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Allsouth Accounting LLC
Address
4411 SUWANEE DAM ROAD STE 140, SUWANEE, GA 30024
Preparer
Lorie Patton
Phone
6787695070
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountinterest income 1”

Description of other expenses Part I line 16

“Description amountcorporate registration 30dues and subscriptions 997meals 100% 235office expense 655outside service 225”

Other program services Part III line 31

“Support and development of the profession of case management througheducational forums networking opportunities and legislative involvement”

Raw XML Appendix128 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/PersonNm0WAYNE BLAKE
IRS990EZ/BooksInCareOfDetail/PhoneNum08033474744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 29183
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030345
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024756
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033782
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09026
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0820
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024756
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033782
IRS990EZ/GrossReceiptsAmt012354
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024756
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033782
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024756
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033782
IRS990EZ/OccupancyRentUtltsAndMaintAmt0225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE SAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NADINE CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYNE BLAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON R BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GLORIA WASHINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAULINE SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMITTEE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMITTEE CO CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02142
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0141
IRS990EZ/ProgramServiceRevenueAmt012353
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT AND DEVELOPMENT OF THE PROFESSION OF CASE MANAGEMENT THROUGHEDUCATIONAL FORUMS NETWORKING OPPORTUNITIES AND LEGISLATIVE INVOLVEMENT CONFERENCE HOSTED
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03328
IRS990EZ/TotalRevenueAmt012354
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CMSA-ATLANTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTEREST INCOME 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCORPORATE REGISTRATION 30DUES AND SUBSCRIPTIONS 997MEALS 100% 235OFFICE EXPENSE 655OUTSIDE SERVICE 225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT AND DEVELOPMENT OF THE PROFESSION OF CASE MANAGEMENT THROUGHEDUCATIONAL FORUMS NETWORKING OPPORTUNITIES AND LEGISLATIVE INVOLVEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE BLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08033474744
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASE MANAGEMENT SOCIETY OF AMERICA
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0582114311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 29183
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030345
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463828130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLSOUTH ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04411 SUWANEE DAM ROAD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUWANEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030024
ReturnHeader/PreparerPersonGrp/PhoneNum06787695070
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORIE PATTON
ReturnHeader/ReturnTs02021-11-15T11:02:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAKE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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