Civic Intelligence

Dallasfort Worth Chapter of the Case

EIN 75-2542903 • 501(c)6 • Dallas, TX

Profile

To support and develop the case management profession.

PO Box 763877Dallas, TX 75376

www.dfwcmsa.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

25th percentile

-16%

Higher net margin than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

36th percentile

-11%

Faster asset growth than 36% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-76%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$19,413

Down $2,334 (-11%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$19,413

Down $2,334 (-11%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$14,264

Down $44,596 (-76%) from 2017

Expenses

Down

$16,598

Down $49,462 (-75%) from 2017

Net Income

Up

-$2,334

Up $4,866 (+68%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$100K$50K$0Assets 2010: $93,226Liabilities 2010: $0Net Assets 2010: $93,2262010Assets 2011: $82,416Net Assets 2011: $82,4162011Assets 2012: $67,643Liabilities 2012: $0Net Assets 2012: $67,6432012Assets 2013: $56,916Liabilities 2013: $0Net Assets 2013: $56,9162013Assets 2014: $70,824Liabilities 2014: $2,965Net Assets 2014: $67,8592014Assets 2015: $56,253Liabilities 2015: $3,150Net Assets 2015: $53,1032015Assets 2016: $28,947Liabilities 2016: $0Net Assets 2016: $28,9472016Assets 2017: $21,747Liabilities 2017: $0Net Assets 2017: $21,7472017Assets 2018: $19,413Net Assets 2018: $19,4132018

Highlighted filing

2018

Assets$19,413
Liabilities-
Net Assets$19,413
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $201,3672010Revenue 2011: $192,659Expenses 2011: $203,469Net Income 2011: -$10,8102011Revenue 2012: $194,194Expenses 2012: $208,967Net Income 2012: -$14,7732012Revenue 2013: $165,533Expenses 2013: $176,260Net Income 2013: -$10,7272013Revenue 2014: $86,124Expenses 2014: $75,181Net Income 2014: $10,9432014Revenue 2015: $94,690Expenses 2015: $109,446Net Income 2015: -$14,7562015Revenue 2016: $70,588Expenses 2016: $94,744Net Income 2016: -$24,1562016Revenue 2017: $58,860Expenses 2017: $66,060Net Income 2017: -$7,2002017Revenue 2018: $14,264Expenses 2018: $16,598Net Income 2018: -$2,3342018

Highlighted filing

2018

Revenue$14,264
Expenses$16,598
Net Income-$2,334
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,413
Liabilities
-
Net assets
$19,413
Revenue
$14,264
Expenses
$16,598
Net income
-$2,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.14$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.59$0.66$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.71$0.95$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$0.95$1.09$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.03$0.68$0.86$0.75$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.66$1.76$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$1.94$2.09$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.82$1.93$2.03$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$2.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$14,264
Mission and Program Overview

Mission

To support and develop the case management profession.

Program Services

DescriptionGrantsExpenses
CONDUCTED CONFERENCES, SEMINARS, AND COLLABORATIVE MEETINGS THAT PROVIDED MEMBERS WITH OPPORTUNITIES FOR EDUCATION, TRAINING, AND NETWORKING AND INFORMED THEM OF THE LATEST TRENDS AND ANTICIPATED FUTURE DIRECTIONS IN THE INDUSTRY.$1,270-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Audrey CasonPresidentPT$0--
Linda HackathornPresident-ElectPT$0--
Bonnie NiedertSecretaryPT$0--
Cheryl Crittendon-GlaspieTreasurerPT$0--
Tracy Cook-PizziDirectorPT$0--
Nancy McDonaldDirectorPT$0--
Kathleen LawDirectorPT$0--
Vanessa DanielDirectorPT$0--
Persephone ShelleyDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
DallasFort Worth Chapter of the Case
EIN
75-2542903
Phone
8665207415
Address
PO Box 763877, Dallas, TX 75376

Signing Officer

Name
Audrey Cason
Title
President
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Adams Ates Northington CPAs PLLC
Address
12225 Greenville Ave Ste 360, Dallas, TX 75243
Preparer
Allison Ates CPA
Phone
2146917700
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $23”

Other Expenses.1005

“Travel $495”

Other Expenses.1

“Other administrative expense $1397”

Other Expenses.2

“Applications & fees $1130”

Other Expenses.3

“WEBSITE HOSTING $865”

Other Expenses.4

“Dinner meeting expenses $315”

Other Expenses.5

“BANK CHARGES $233”

Other Expenses.6

“AWARDS $90”

Other Expenses.7

“Board meeting expenses $25”

Raw XML Appendix144 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/PersonNm0Pat Pollock
IRS990EZ/BooksInCareOfDetail/PhoneNum02142827832
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 763877
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075376
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021747
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt067
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2334
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011925
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021747
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019413
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100
IRS990EZ/GrossReceiptsAmt014264
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum03347
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0110
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04540
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021747
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021747
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019413
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/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
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/PersonNm0Audrey Cason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Hackathorn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bonnie Niedert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cheryl Crittendon-Glaspie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tracy Cook-Pizzi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nancy McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kathleen Law
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Vanessa Daniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Persephone Shelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04573
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND DEVELOP THE CASE MANAGEMENT PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt09547
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED CONFERENCES, SEMINARS, AND COLLABORATIVE MEETINGS THAT PROVIDED MEMBERS WITH OPPORTUNITIES FOR EDUCATION, TRAINING, AND NETWORKING AND INFORMED THEM OF THE LATEST TRENDS AND ANTICIPATED FUTURE DIRECTIONS IN THE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01270
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016598
IRS990EZ/TotalProgramServiceExpensesAmt01270
IRS990EZ/TotalRevenueAmt014264
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.dfwcmsa.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER ADMINISTRATIVE EXPENSE $1397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3APPLICATIONS & FEES $1130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE HOSTING $865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DINNER MEETING EXPENSES $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AWARDS $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOARD MEETING EXPENSES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Audrey Cason
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DallasFort Worth Chapter of the Case
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Management Society of America
ReturnHeader/Filer/BusinessNameControlTxt0DALL
ReturnHeader/Filer/EIN0752542903
ReturnHeader/Filer/PhoneNum08665207415
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 763877
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075376
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832474168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adams Ates Northington CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012225 Greenville Ave Ste 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075243
ReturnHeader/PreparerPersonGrp/PhoneNum02146917700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allison Ates CPA
ReturnHeader/ReturnTs02019-05-13T07:22:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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