Civic Intelligence

Case Management Sa Charlotte Metro Chapter

990EZ • Fiscal year 2013 • EIN 91-1920061

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

Organization Profilewww.cmsacharlottemetro.com
1235 East Blvd28203

(704) 995-9536

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

2nd percentile

-159%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

16th percentile

-19%

Faster asset growth than 16% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$16,462

Down $3,909 (-19%) from 2012

Net Assets

Down

$16,462

Down $3,909 (-19%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin2nd percentile

Revenue

Down

$2,461

Down $27,820 (-92%) from 2012

Expenses

Down

$6,370

Down $18,522 (-74%) from 2012

Net Income

Down

-$3,909

Down $9,298 (-173%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2013

Assets$16,462
Liabilities$0
Net Assets$16,462
Open 2013 Filing

Operations Trend

Revenue Growth1st 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

2013

Revenue$2,461
Expenses$6,370
Net Income-$3,909
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.1
Gross Receipts
$2,461
Mission and Program Overview

Mission

Non profit Association for Case Managers

Program Services

DescriptionGrantsExpenses
Conducted monthly meetings-$5,870
Fulfilled requirement for for national affiliation with CMSA-$500
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ame FussExecutive Director-$0--
Tim BlackwelderDirector-$0--
Lisa FarrarVice President-$0--
Marylou ThomsonPresident-$0--
Brian GoodeTreasurer-$0--
Filing and Contact Details

Filer

EIN
91-1920061

Signing Officer

Name
Brian Goode
Title
Treasurer
Phone
7049959536
Signed
2014-05-06
Discuss with paid preparer
No

Preparer

Preparer
Jim Young CPA
Phone
7043702780
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountDinner visitors 40Dinner vendors 200”

Description of other expenses Part I line 16

“Description AmountWebsite marketing 228Door prizes 795CCMC CEUs 700Office supplies 229Charity 250Chapter meetings and board meetings 2,559Piedmont Triad chapter 250Board Member renewals 930Board Member gift cards 104Not for profit fee 125”

Raw XML Appendix118 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/PersonNm0Brian Goode
IRS990EZ/BooksInCareOfDetail/PhoneNum07049959536
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101235 East Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/City0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020371
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016462
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02221
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3909
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020371
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016462
IRS990EZ/GrossReceiptsAmt02461
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020371
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016462
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020371
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016462
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ame Fuss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tim Blackwelder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Farrar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marylou Thomson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brian Goode
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06170
IRS990EZ/OtherRevenueTotalAmt0240
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Non profit Association for Case Managers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conducted monthly meetings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fulfilled requirement for for national affiliation with CMSA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05870
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06370
IRS990EZ/TotalProgramServiceExpensesAmt06370
IRS990EZ/TotalRevenueAmt02461
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cmsacharlottemetro.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDinner visitors 40Dinner vendors 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWebsite marketing 228Door prizes 795CCMC CEUs 700Office supplies 229Charity 250Chapter meetings and board meetings 2,559Piedmont Triad chapter 250Board Member renewals 930Board Member gift cards 104Not for profit fee 125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Goode
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07049959536
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10Case Management SA Charlotte Metro Chapter
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0911920061
ReturnHeader/Filer/USAddress/AddressLine101235 East Blvd
ReturnHeader/Filer/USAddress/City0Charlotte
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562210043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10James Young CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102600 F Central
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028205
ReturnHeader/PreparerPersonGrp/PhoneNum07043702780
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM YOUNG CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-07T18:54:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,462
Liabilities
$0
Net assets
$16,462
Revenue
$2,461
Expenses
$6,370
Net income
-$3,909
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