Civic Intelligence

Case Management Society of America Inc

990EZ • Fiscal year 2015 • EIN 91-1920062

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 03, 2016

Organization Profilewww.TriangleCMSANC.org
102 Scots Cove LaneCary, NC 27518

(919) 350-8113

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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

23rd percentile

-8.9%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-5.9%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-8.4%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$69,092

Down $4,302 (-5.9%) from 2014

Net Assets

$69,092

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin23rd percentile

Revenue

Down

$48,200

Down $4,396 (-8.4%) from 2014

Expenses

Down

$52,502

Down $6,241 (-11%) from 2014

Net Income

Up

-$4,302

Up $1,845 (+30%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$100K$50K$0Assets 2011: $88,000Liabilities 2011: $02011Assets 2012: $83,951Liabilities 2012: $02012Assets 2013: $79,541Liabilities 2013: $02013Assets 2014: $73,394Liabilities 2014: $02014Assets 2015: $69,092Liabilities 2015: $0Net Assets 2015: $69,0922015Assets 2016: $55,339Liabilities 2016: $0Net Assets 2016: $55,3392016Assets 2017: $52,984Liabilities 2017: $0Net Assets 2017: $52,9842017Assets 2018: $53,810Liabilities 2018: $0Net Assets 2018: $53,8102018Assets 2019: $47,210Liabilities 2019: $02019Assets 2020: $55,921Liabilities 2020: $0Net Assets 2020: $55,9212020Assets 2021: $58,927Liabilities 2021: $0Net Assets 2021: $58,9272021

Highlighted filing

2015

Assets$69,092
Liabilities$0
Net Assets$69,092
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $60,139Expenses 2011: $53,332Net Income 2011: $6,8072011Revenue 2012: $57,569Expenses 2012: $61,618Net Income 2012: -$4,0492012Revenue 2013: $52,096Expenses 2013: $56,506Net Income 2013: -$4,4102013Revenue 2014: $52,596Expenses 2014: $58,743Net Income 2014: -$6,1472014Revenue 2015: $48,200Expenses 2015: $52,502Net Income 2015: -$4,3022015Revenue 2016: $31,603Expenses 2016: $45,356Net Income 2016: -$13,7532016Revenue 2017: $38,478Expenses 2017: $40,833Net Income 2017: -$2,3552017Revenue 2018: $38,140Expenses 2018: $37,314Net Income 2018: $8262018Revenue 2019: $35,507Expenses 2019: $42,107Net Income 2019: -$6,6002019Revenue 2020: $22,012Expenses 2020: $13,301Net Income 2020: $8,7112020Revenue 2021: $8,258Expenses 2021: $5,252Net Income 2021: $3,0062021

Highlighted filing

2015

Revenue$48,200
Expenses$52,502
Net Income-$4,302
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 3, 2016
Return Version
2015v2.1
Gross Receipts
$48,200
Mission and Program Overview

Mission

To provide the opportunity for health care professionals who serve a case management role to advance the profession and provide the opportunity for the exchange of experience and opinions through discussion, study and publications.

Program Services

DescriptionGrantsExpenses
Sponsor an annual conference with nationally known speakers presenting the latest information regarding the evolving profession of case management.$0$0
Monthly meetings which include local and national speakers presenting up-to-date information relevant to the profession of case management.$0$0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN VASQUEZPresident And Co-Chair-$0--
SANDRA STEPHENSONVice President & Conf. Co-Chair-$0--
MEGAN HOLLERTreasurer-$0--
MOLLY FLYNNSecretary-$0--
ANN BATTLEMembership Nominating Chair-$0--
LORI BANKSWebsite Manager Chair-$0--
SUSAN DAVISPublic Policy Liaison, Educ & Publi-$0--
DAVID HUMESFacilities & Catering Chair-$0--
JOYCELYN BOWLINGExibitor And Vending Chair-$0--
Filing and Contact Details

Filer

Filer Name
Triangle CMSA - Raleigh NC
EIN
91-1920062
Phone
9193508113
Address
102 Scots Cove Lane, Cary, NC 27518

Signing Officer

Name
Karen Vasquez
Title
President
Phone
9193508113
Signed
2016-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Stancil & Company
Address
4909 Windy Hill Drive, Raleigh, NC 27609
Preparer
Nicholas Lombardi Jr
Phone
9198721260
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Conference expense. Amount: 45,045. Description: National expenses. Amount: 1,863. Description: Board dues. Amount: 1,560. Description: Website. Amount: 1,486. Description: Membership outreach. Amount: 44. Description: Miscellaneous. Amount: 1,304. Total to Form 990-EZ, line 16: 51,302.”

Raw XML Appendix140 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/BusinessName/BusinessNameLine1Txt0Megan Holler
IRS990EZ/BooksInCareOfDetail/PhoneNum09193508113
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 Scots Cove Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cary
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027518
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073394
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069092
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
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IRS990EZ/GrossReceiptsAmt048200
IRS990EZ/GroupExemptionNum03347
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt07380
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073394
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073394
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN VASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDRA STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN HOLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MOLLY FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANN BATTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LORI BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID HUMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOYCELYN BOWLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT AND CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT & CONF. CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP NOMINATING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEBSITE MANAGER CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PUBLIC POLICY LIAISON, EDUC & PUBLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FACILITIES & CATERING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXIBITOR AND VENDING CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt051302
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide the opportunity for health care professionals who serve a case management role to advance the profession and provide the opportunity for the exchange of experience and opinions through discussion, study and publications.
IRS990EZ/ProgramServiceRevenueAmt040820
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsor an annual conference with nationally known speakers presenting the latest information regarding the evolving profession of case management.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Monthly meetings which include local and national speakers presenting up-to-date information relevant to the profession of case management.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt052502
IRS990EZ/TotalRevenueAmt048200
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.TriangleCMSANC.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Conference expense. Amount: 45,045. Description: National expenses. Amount: 1,863. Description: Board dues. Amount: 1,560. Description: Website. Amount: 1,486. Description: Membership outreach. Amount: 44. Description: Miscellaneous. Amount: 1,304. Total to Form 990-EZ, line 16: 51,302.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN VASQUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09193508113
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Triangle CMSA - Raleigh NC
ReturnHeader/Filer/BusinessNameControlTxt0TRIA
ReturnHeader/Filer/EIN0911920062
ReturnHeader/Filer/PhoneNum09193508113
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 Scots Cove Lane
ReturnHeader/Filer/USAddress/CityNm0Cary
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027518
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561131459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stancil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04909 Windy Hill Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09198721260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas Lombardi Jr
ReturnHeader/ReturnTs02016-03-03T14:04:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,092
Liabilities
$0
Net assets
$69,092
Revenue
$48,200
Expenses
$52,502
Net income
-$4,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.9$0.00$58.9$8.26$5.25$3.01
2020Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$22.0$13.3$8.71
2019Summary only. Only limited summary data is available for this year.$47.2$0.00$35.5$42.1$6.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$0.00$53.8$38.1$37.3$0.83
2017Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$38.5$40.8$2.36
2016Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$31.6$45.4$13.8
2015Detailed filing. Detailed filing data is available for this year.$69.1$0.00$69.1$48.2$52.5$4.30
2014Summary only. Only limited summary data is available for this year.$73.4$0.00$52.6$58.7$6.15
2013Summary only. Only limited summary data is available for this year.$79.5$0.00$52.1$56.5$4.41
2012Summary only. Only limited summary data is available for this year.$84.0$0.00$57.6$61.6$4.05
2011Summary only. Only limited summary data is available for this year.$88.0$0.00$60.1$53.3$6.81