Civic Intelligence

Case Management Sa Charlotte Metro Chapter

990EZ • Fiscal year 2017 • EIN 91-1920061

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 15, 2018

Organization Profilewww.cmsacharlottemetro.com
4701 Gaynor RdCharlotte, NC 28211

(704) 451-0267

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

36%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$21,910

Up $3,206 (+17%) from 2016

Net Assets

Up

$21,910

Up $3,206 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin94th percentile

Revenue

Down

$8,837

Down $7,968 (-47%) from 2016

Expenses

Down

$5,631

Down $13,150 (-70%) from 2016

Net Income

Up

$3,206

Up $5,182 (+262%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2017

Assets$21,910
Liabilities$0
Net Assets$21,910
Open 2017 Filing

Operations Trend

Revenue Growth5th 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

2017

Revenue$8,837
Expenses$5,631
Net Income$3,206
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 15, 2018
Return Version
2017v2.2
Gross Receipts
$8,837
Mission and Program Overview

Mission

Non profit Association for Case Managers

Program Services

DescriptionGrantsExpenses
Fulfilled requirement for for national affiliation with CMSA-$2,300
Conducted monthly meetings-$2,188
Conference-$1,143
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa FarrarExecutive Director-$0--
Charlotte DixonTreasurer-$0--
Lisa FarrarPresident-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Charlotte Dixon
Title
Treasurer
Phone
7043702780
Signed
2018-03-15
Discuss with paid preparer
Yes

Preparer

Firm
James Young CPA Oak Ridge Inc Tax
Address
2600 F Central Ave, Charlotte, NC 28205
Preparer
Jim Young
Phone
7043702780
Raw XML Appendix109 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07044510267
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04701 Gaynor Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018704
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021910
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03206
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018704
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IRS990EZ/GrossReceiptsAmt08837
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018704
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021910
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018704
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021910
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Non profit Association for Case Managers
IRS990EZ/PrintingPublicationsPostageAmt05631
IRS990EZ/ProgramServiceRevenueAmt08837
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conducted monthly meetings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fulfilled requirement for for national affiliation with CMSA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Conference
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02188
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05631
IRS990EZ/TotalProgramServiceExpensesAmt05631
IRS990EZ/TotalRevenueAmt08837
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cmsacharlottemetro.com
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlotte Dixon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07043702780
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Case Management SA Charlotte Metro Chapter
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0911920061
ReturnHeader/Filer/USAddress/AddressLine1Txt04701 Gaynor Rd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0623AACD919D2CCBF02E03D4C2E140A54563C7898
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0623AACD919D2CCBF02E03D4C2E140A54563C7898
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05666982018141zsnjcim
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.71.199.84
ReturnHeader/FilingSecurityInformation/IPDt02018-05-21
ReturnHeader/FilingSecurityInformation/IPTm014:07:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562151007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES YOUNG CPA OAK RIDGE INC TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 F Central Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028205
ReturnHeader/PreparerPersonGrp/PhoneNum07043702780
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jim Young
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-21T14:06:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,910
Liabilities
$0
Net assets
$21,910
Revenue
$8,837
Expenses
$5,631
Net income
$3,206
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