Civic Intelligence

Case Management Sa Charlotte Metro Chapter

990EZ • Fiscal year 2012 • EIN 91-1920061

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 22, 2013

Organization Profilewww.cmsacharlottemetro.com
1235 East Blvd28203
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.00x

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

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

50th percentile

0.00x

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

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Net Margin

80th percentile

18%

Higher net margin than 80% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

85th percentile

36%

Faster asset growth than 85% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

99th percentile

415%

Faster revenue growth than 99% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$20,371

Up $5,389 (+36%) from 2011

Net Assets

Up

$20,371

Up $5,389 (+36%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin80th percentile

Revenue

Up

$30,281

Up $24,402 (+415%) from 2011

Expenses

Up

$24,892

Up $16,511 (+197%) from 2011

Net Income

Up

$5,389

Up $7,891 (+315%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2012

Assets$20,371
Liabilities$0
Net Assets$20,371
Open 2012 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$30,281
Expenses$24,892
Net Income$5,389
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 22, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Non profit Association for Case Managers

Filing and Contact Details

Filer

EIN
91-1920061
Raw XML Appendix122 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY014982
IRS990EZ/CashSavingsAndInvestments/EOY020371
IRS990EZ/ContributionsGiftsGrantsEtc02888
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear05389
IRS990EZ/FeesAndOthPymtToIndContractors0200
IRS990EZ/FiledScheduleA0false
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts030281
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY014982
IRS990EZ/NetAssetsOrFundBalancesBOY014982
IRS990EZ/NetAssetsOrFundBalances/EOY020371
IRS990EZ/NetAssetsOrFundBalancesEOY020371
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Ame Fuss
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Tim Blackwelder
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Lisa Farrar
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Marylou Thomson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Brian Goode
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Executive Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal024692
IRS990EZ/OtherRevenueTotal027393
IRS990EZ/PrimaryExemptPurpose0Non profit Association for Case Managers
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Conducted monthly meetings
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Fulfilled requirement for for national affiliation with CMSA
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Conference participation
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses06648
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses1500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses217344
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101235 East Blvd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Charlotte
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode028203
IRS990EZ/TheBooksAreInCareOf/NamePerson0Brian Goode
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07049959536
IRS990EZ/TotalAssets/BOY014982
IRS990EZ/TotalAssets/EOY020371
IRS990EZ/TotalExpenses024892
IRS990EZ/TotalProgramServiceExpenses024492
IRS990EZ/TotalRevenue030281
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0wwwcmsacharlottemetrocom
IRS990ScheduleO/GeneralExplanation/Explanation0Description Amount Conference participants 13,889 Conference vendors 13,504
IRS990ScheduleO/GeneralExplanation/Explanation1Description Amount Website marketing 361 Door prizes 888 CCMC CEUs 500 Office supplies 709 Charity 200 Chapter board meetings 3,262 Conference 17,344 Board Member renewals 975 Board Member gift cards 453
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/ReturnReference0Description of other revenue Part I line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0911920061
ReturnHeader/Filer/Name/BusinessNameLine10Case Management SA Charlotte Metro Chapter
ReturnHeader/Filer/NameControl0CASE
ReturnHeader/Filer/USAddress/AddressLine101235 East Blvd
ReturnHeader/Filer/USAddress/City0Charlotte
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028203
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-03-22
ReturnHeader/Officer/Name0Brian Goode
ReturnHeader/Officer/Phone07049959536
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/Preparer/DatePrepared02013-03-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Oak Ridge Income Tax
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102600 F Central
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Charlotte
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode028205
ReturnHeader/Preparer/Name0JIM YOUNG CPA
ReturnHeader/Preparer/Phone07043702780
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-26T18:50:27-04:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$20,371
Liabilities
$0
Net assets
$20,371
Revenue
$30,281
Expenses
$24,892
Net income
$5,389
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