Civic Intelligence

Case Management Society of America

EIN 83-0505533 • 501(c)6 • Tulsa, OK

Profile

We provided an educational opportunity for case management professionals to exchange opinions and experience through discussions, study and publications.

PO Box 35766Tulsa, OK 74153

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

72nd percentile

13%

Higher net margin than 72% 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

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

93rd percentile

73%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$101,896

Up $14,465 (+17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$101,896

No earlier filing loaded for comparison.

Revenue

Up

$114,103

Up $48,318 (+73%) from 2023

Expenses

Up

$99,638

Up $54,754 (+122%) from 2023

Net Income

Down

$14,465

Down $6,436 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $71,362Liabilities 2013: $02013Assets 2014: $82,615Net Assets 2014: $82,6152014Assets 2015: $86,515Liabilities 2015: $02015Assets 2016: $77,392Net Assets 2016: $77,3922016Assets 2017: $75,196Liabilities 2017: $02017Assets 2018: $86,401Liabilities 2018: $02018Assets 2019: $74,352Net Assets 2019: $74,3522019Assets 2022: $66,530Net Assets 2022: $66,5302022Assets 2023: $87,431Liabilities 2023: $02023Assets 2024: $101,896Net Assets 2024: $101,8962024

Highlighted filing

2024

Assets$101,896
Liabilities-
Net Assets$101,896

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $24,143Expenses 2013: $19,878Net Income 2013: $4,2652013Revenue 2014: $28,529Expenses 2014: $17,276Net Income 2014: $11,2532014Revenue 2015: $27,519Expenses 2015: $23,619Net Income 2015: $3,9002015Revenue 2016: $20,887Expenses 2016: $30,010Net Income 2016: -$9,1232016Revenue 2017: $26,753Expenses 2017: $28,949Net Income 2017: -$2,1962017Revenue 2018: $31,047Expenses 2018: $19,842Net Income 2018: $11,2052018Revenue 2019: $28,941Expenses 2019: $40,990Net Income 2019: -$12,0492019Revenue 2022: $23,906Expenses 2022: $44,225Net Income 2022: -$20,3192022Revenue 2023: $65,785Expenses 2023: $44,884Net Income 2023: $20,9012023Revenue 2024: $114,103Expenses 2024: $99,638Net Income 2024: $14,4652024

Highlighted filing

2024

Revenue$114,103
Expenses$99,638
Net Income$14,465

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 8, 2023
Return Version
2022v5.0
Gross Receipts
$63,675
Mission and Program Overview

Mission

We provided an educational opportunity for case management professionals to exchange opinions and experience through discussions, study and publications.

We provide educational opportunities, along with CEU's, for case management and healthcare professionals to exchange opinions and experience through discussions, study and publications.

Program Services

DescriptionGrantsExpenses
We provide educational opportunities, along with CEU's, for case management and healthcare professionals to exchange opinions and experience through discussions, study and publications.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cathy YoungBoard Member-$0--
Alicia Conner-ToddSecretary-$0--
Mary DobbsVice President-$0--
Kathy KingBoard Member-$0--
Jennifer OardAncillary Board-$0--
Vickie MaciasAncillary Board-$0--
Weston GraffAncillary Board-$0--
Bill DunhamTreasurer-$0--
Pam BuffingtonBoard Member-$0--
Pamela RexAncillary Board-$0--
Angela HammanBoard Member-$0--
Katie SeneyBoard Member-$0--
LaTrice Davis-ThomasBoard Member-$0--
Charlie ReddingPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chapter Conference$39,643$39,643$29,777$9,866
Golf Tournament$12,472$12,472$91$12,381
Total Events$61,268$61,268$39,769$21,499
Filing and Contact Details

Filer

Filer Name
Case Management Society of America
EIN
83-0505533
Address
PO Box 35766, Tulsa, OK 74153

Signing Officer

Name
Bill Dunham
Title
Treasurer
Signed
2023-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia Pogue Baker CPA PC
Address
3845 S 103rd East Ave Suite 100, Tulsa, OK 74146
Preparer
Cynthia Pogue BakerCPA
Phone
9186600887
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $2544

Other Expenses.1002

Office Expenses $61

Other Expenses.1007

Conferences, Conventions, and Meetings $6306

Other Expenses.1

Contracted Services $19980

Other Expenses.2

Contributions $6100

Other Expenses.3

Monthly Luncheons $1832

Other Expenses.4

Meeting Expense $1209

Other Expenses.5

Telephone, Internet $1180

Other Expenses.6

Supplies $1077

Other Expenses.7

Board Registration Fees $1060

Other Expenses.9

Gifts $715

Other Expenses.10

Dues $390

Other Expenses.11

PO Box Rent $198

Other Expenses.12

Credit Card Fees $63

Raw XML Appendix198 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.