Civic Intelligence

National Association of Case Management

EIN 65-0286192 • 501(c)6 • Pottsville, PA

Profile

To engage in activities which promote, support, strengthen and define case management services / service coordination.

590 Terry Reiley WayPottsville, PA 17901

www.yournacm.com

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 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

-3.6%

Higher net margin than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

44th percentile

-5.0%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-5.6%

Faster revenue growth than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$108,299

Down $5,711 (-5.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$108,299

Down $5,711 (-5.0%) from 2024

Revenue

Down

$156,733

Down $9,282 (-5.6%) from 2024

Expenses

Up

$162,444

Up $41,697 (+35%) from 2024

Net Income

Down

-$5,711

Down $50,979 (-113%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $6,687Liabilities 2010: $0Net Assets 2010: $6,6872010Assets 2011: $34,654Liabilities 2011: $0Net Assets 2011: $34,6542011Assets 2012: $65,086Liabilities 2012: $0Net Assets 2012: $65,0862012Assets 2013: $91,894Liabilities 2013: $0Net Assets 2013: $91,8942013Assets 2014: $120,793Liabilities 2014: $0Net Assets 2014: $120,7932014Assets 2015: $103,216Liabilities 2015: $7,664Net Assets 2015: $95,5522015Assets 2016: $47,831Liabilities 2016: $0Net Assets 2016: $47,8312016Assets 2017: $72,241Liabilities 2017: $0Net Assets 2017: $72,2412017Assets 2018: $107,020Liabilities 2018: $0Net Assets 2018: $107,0202018Assets 2019: $131,793Liabilities 2019: $0Net Assets 2019: $131,7932019Assets 2020: $53,860Liabilities 2020: $0Net Assets 2020: $53,8602020Assets 2021: $56,575Liabilities 2021: $0Net Assets 2021: $56,5752021Assets 2022: $55,762Liabilities 2022: $0Net Assets 2022: $55,7622022Assets 2023: $68,742Liabilities 2023: $0Net Assets 2023: $68,7422023Assets 2024: $114,010Liabilities 2024: $0Net Assets 2024: $114,0102024Assets 2025: $108,299Liabilities 2025: $0Net Assets 2025: $108,2992025

Highlighted filing

2025

Assets$108,299
Liabilities$0
Net Assets$108,299

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $15,3172010Revenue 2011: $85,605Expenses 2011: $57,638Net Income 2011: $27,9672011Expenses 2012: $65,4482012Revenue 2013: $155,917Expenses 2013: $129,109Net Income 2013: $26,8082013Revenue 2014: $166,662Expenses 2014: $137,763Net Income 2014: $28,8992014Revenue 2015: $87,260Expenses 2015: $112,501Net Income 2015: -$25,2412015Revenue 2016: $83,708Expenses 2016: $131,429Net Income 2016: -$47,7212016Revenue 2017: $102,566Expenses 2017: $78,156Net Income 2017: $24,4102017Revenue 2018: $176,042Expenses 2018: $141,263Net Income 2018: $34,7792018Revenue 2019: $166,955Expenses 2019: $142,182Net Income 2019: $24,7732019Revenue 2020: $15,108Expenses 2020: $80,748Net Income 2020: -$65,6402020Revenue 2021: $103,051Expenses 2021: $100,336Net Income 2021: $2,7152021Revenue 2022: $166,675Expenses 2022: $167,488Net Income 2022: -$8132022Revenue 2023: $170,664Expenses 2023: $157,684Net Income 2023: $12,9802023Revenue 2024: $166,015Expenses 2024: $120,747Net Income 2024: $45,2682024Revenue 2025: $156,733Expenses 2025: $162,444Net Income 2025: -$5,7112025

Highlighted filing

2025

Revenue$156,733
Expenses$162,444
Net Income-$5,711

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.57$1.62$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.66$1.21$0.45
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.71$1.58$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.67$1.67$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.03$1.00$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.15$0.81$0.66
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.67$1.42$0.25
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.76$1.41$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.03$0.78$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.84$1.31$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.08$0.96$0.87$1.13$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.67$1.38$0.29
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.56$1.29$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.65
2011Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$0.86$0.58$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 24, 2026
Return Version
2025v4.0
Gross Receipts
$156,733
Mission and Program Overview

Mission

To engage in activities which promote, support, strengthen and define case management services / service coordination.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$114,010$108,299▼ $5,711
Total Assets$114,010$108,299▼ $5,711
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,010$108,299▼ $5,711
Total Net Assets Fund Balance$114,010$108,299▼ $5,711
Total Liabilities and Net Assets / Fund Balance$114,010$108,299▼ $5,711
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary Ann KowalonekChair
Ann RyanBoard Member
Carol KuprevichBoard Member
Craig JohnstonBoard Member
Francess Register-joynerBoard Member
John VafeasBoard Member
Lana HuntBoard Member
Lauren CookeBoard Member
Lauren Landers TabarasBoard Member
Lucia VegaBoard Member
JUANA' KINGBoard Member (start 1/24)
David WilkinsonSecretary
Stacey StaudenmeierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,250
Program Service Revenue
$148,158
Investment Income
$0
Other Revenue
$1,325
Change in Net Assets
$-5,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,444
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$146,439
Fees for Services Management---$6,000
Information Technology---$4,170
Other Expenses---$2,587
Fees for Services Accounting---$2,392
Insurance---$856
Total Functional Expenses$0$0$0$162,444
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The association contracts with service access and management, inc. To carry out the management responsibilities of the organization.

Form 990, Part VI, Section B, Line 11B

The board reviews and approves the 990 before it is filed with the irs.

Form 990, Part VI, Section C, Line 19

Form 990 is available upon request. Governing by-laws are available online or by request.

Filing and Contact Details

Filer

Filer Name
National Association of Case Management
EIN
65-0286192
Phone
8557372223
Address
590 TERRY REILEY WAY, POTTSVILLE, PA 17901

Signing Officer

Name
Mary Ann Kowalonek
Title
Chair
Phone
8557372223
Signed
2026-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Kowalonek
Formed
1990
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
16

Preparer

Firm
Rkl Llp
Address
PO BOX 8408, LANCASTER, PA 17604-8408
Preparer
Beth L T Sauder CPA
Phone
7173945666
Raw XML Appendix329 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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IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAUL STRAKA
IRS990/BooksInCareOfDetail/PhoneNum08557372223
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0590 TERRY REILEY WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0POTTSVILLE
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IRS990/Desc0PROVIDED MONTHLY WEBINARS FREE OF CHARGE TO CASE MANAGERS ON TOPICS OF INTEREST. OFFERED 12 WEBINARS WITH 1,485 PEOPLE REGISTERING TO ATTEND AND 819 PEOPLE ATTENDING.
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID WILKINSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION CONTRACTS WITH SERVICE ACCESS AND MANAGEMENT, INC. TO CARRY OUT THE MANAGEMENT RESPONSIBILITIES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVES THE 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE UPON REQUEST. GOVERNING BY-LAWS ARE AVAILABLE ONLINE OR BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0114010
IRS990/TotalAssetsEOYAmt0108299
IRS990/TotalAssetsGrp/BOYAmt0114010
IRS990/TotalAssetsGrp/EOYAmt0108299
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0162444
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0114010
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0108299
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0148158
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0149483
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156733
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0114010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0108299
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0141 TUNNEL ROAD
IRS990/USAddress/CityNm0AUBURN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017922
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.YOURNACM.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN KOWALONEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08557372223
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF CASE MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0650286192
ReturnHeader/Filer/PhoneNum08557372223
ReturnHeader/Filer/USAddress/AddressLine1Txt0590 TERRY REILEY WAY
ReturnHeader/Filer/USAddress/CityNm0POTTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232108173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RKL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0176048408
ReturnHeader/PreparerPersonGrp/PhoneNum07173945666
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH L T SAUDER CPA
ReturnHeader/ReturnTs02026-03-03T00:44:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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