Civic Intelligence

Case Management Sa Charlotte Metro Chapter

EIN 91-1920061 • 501(c)6 • Charlotte, NC

Profile

Non profit Association for Case Managers

4701 Gaynor Rd STE 136Charlotte, NC 28211

www.cmsacharlottemetro.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 2023

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-7.7%

Faster asset growth than 38% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

87%

Faster revenue growth than 94% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$4,444

Down $370 (-7.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$4,444

Down $370 (-7.7%) from 2022

Operations
Liabilities / Revenue50th percentileNet Margin22nd percentile

Revenue

Up

$1,865

Up $865 (+87%) from 2022

Expenses

Down

$2,235

Down $1,643 (-42%) from 2022

Net Income

Up

-$370

Up $2,508 (+87%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$30K$20K$10K$0Assets 2011: $14,982Liabilities 2011: $0Net Assets 2011: $14,9822011Assets 2012: $20,371Liabilities 2012: $0Net Assets 2012: $20,3712012Assets 2013: $16,462Liabilities 2013: $0Net Assets 2013: $16,4622013Assets 2014: $22,640Liabilities 2014: $0Net Assets 2014: $22,6402014Assets 2015: $20,680Liabilities 2015: $0Net Assets 2015: $20,6802015Assets 2016: $18,704Liabilities 2016: $0Net Assets 2016: $18,7042016Assets 2017: $21,910Liabilities 2017: $0Net Assets 2017: $21,9102017Assets 2018: $10,900Liabilities 2018: $0Net Assets 2018: $10,9002018Assets 2019: $15,500Liabilities 2019: $0Net Assets 2019: $15,5002019Assets 2020: $10,567Liabilities 2020: $0Net Assets 2020: $10,5672020Assets 2021: $7,692Liabilities 2021: $0Net Assets 2021: $7,6922021Assets 2022: $4,814Liabilities 2022: $0Net Assets 2022: $4,8142022Assets 2023: $4,444Liabilities 2023: $0Net Assets 2023: $4,4442023

Highlighted filing

2023

Assets$4,444
Liabilities$0
Net Assets$4,444
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$40K$20K$0-$20KRevenue 2011: $5,879Expenses 2011: $8,381Net Income 2011: -$2,5022011Revenue 2012: $30,281Expenses 2012: $24,892Net Income 2012: $5,3892012Revenue 2013: $2,461Expenses 2013: $6,370Net Income 2013: -$3,9092013Revenue 2014: $28,895Expenses 2014: $22,717Net Income 2014: $6,1782014Revenue 2015: $2,454Expenses 2015: $4,414Net Income 2015: -$1,9602015Revenue 2016: $16,805Expenses 2016: $18,781Net Income 2016: -$1,9762016Revenue 2017: $8,837Expenses 2017: $5,631Net Income 2017: $3,2062017Revenue 2018: $14,806Expenses 2018: $25,816Net Income 2018: -$11,0102018Revenue 2019: $10,865Expenses 2019: $6,265Net Income 2019: $4,6002019Revenue 2020: $1,583Expenses 2020: $6,516Net Income 2020: -$4,9332020Revenue 2021: $1,000Expenses 2021: $3,875Net Income 2021: -$2,8752021Revenue 2022: $1,000Expenses 2022: $3,878Net Income 2022: -$2,8782022Revenue 2023: $1,865Expenses 2023: $2,235Net Income 2023: -$3702023

Highlighted filing

2023

Revenue$1,865
Expenses$2,235
Net Income-$370
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,444
Liabilities
$0
Net assets
$4,444
Revenue
$1,865
Expenses
$2,235
Net income
-$370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$1.87$2.24$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$1.00$3.88$2.88
2021Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$1.00$3.88$2.88
2020Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.58$6.52$4.93
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$10.9$6.27$4.60
2018Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$14.8$25.8$11.0
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$8.84$5.63$3.21
2016Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$16.8$18.8$1.98
2015Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$2.45$4.41$1.96
2014Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$28.9$22.7$6.18
2013Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$2.46$6.37$3.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$30.3$24.9$5.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$5.88$8.38$2.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 4, 2024
Return Version
2023v5.0
Gross Receipts
$1,865
Mission and Program Overview

Mission

Non profit Association for Case Managers

Program Services

DescriptionGrantsExpenses
Fulfilled requirement for for national affiliation with CMSA-$1,161
Conducted monthly meetings-$1,074
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa FarrarExecutive Director-$0--
Charlotte DixonPresident-$0--
Michelle LevineTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Case Management SA Charlotte Metro Chapter
EIN
91-1920061
Address
4701 Gaynor Rd STE 136, Charlotte, NC 28211

Signing Officer

Name
Jim Young
Title
Agent
Phone
7043702780
Signed
2024-05-04
Discuss with paid preparer
Yes

Preparer

Firm
James Young CPA
Address
2600 F Central Ave, Charlotte, NC 28205
Preparer
Jim Young
Phone
7043702780
Raw XML Appendix105 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/PersonNm0Charlotte Dixon
IRS990EZ/BooksInCareOfDetail/PhoneNum07044510267
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04701 Gaynor Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04444
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-370
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04814
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04444
IRS990EZ/GrossReceiptsAmt01865
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04814
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04444
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04814
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04444
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Farrar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charlotte Dixon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michelle Levine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Non profit Association for Case Managers
IRS990EZ/PrintingPublicationsPostageAmt02235
IRS990EZ/ProgramServiceRevenueAmt01865
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conducted monthly meetings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fulfilled requirement for for national affiliation with CMSA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01074
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11161
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02235
IRS990EZ/TotalProgramServiceExpensesAmt02235
IRS990EZ/TotalRevenueAmt01865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cmsacharlottemetro.com
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Young
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Agent
ReturnHeader/BusinessOfficerGrp/PhoneNum07043702780
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Case Management SA Charlotte Metro Chapter
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0911920061
ReturnHeader/Filer/USAddress/AddressLine1Txt04701 Gaynor Rd STE 136
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562151007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES YOUNG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 F Central Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028205
ReturnHeader/PreparerPersonGrp/PhoneNum07043702780
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jim Young
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-24T21:15:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jim
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Young
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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