Civic Intelligence

Case Mgmt Society of America

EIN 94-2692761 • 501(c)6 • Lynden, WA

Profile

Provides professional education for medical case managers thrugh monthly meetings and professional conferrences that supports up to seventy people.

495 West Badger RdLynden, WA 98264

n/A

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 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-24%

Higher net margin than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-9.5%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$45,731

Down $4,782 (-9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$45,731

Down $4,782 (-9.5%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin20th percentile

Revenue

Down

$20,332

Down $10,667 (-34%) from 2023

Expenses

Down

$25,114

Down $388 (-1.5%) from 2023

Net Income

Down

-$4,782

Down $10,279 (-187%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$80K$60K$40K$20K$0Assets 2011: $39,960Liabilities 2011: $02011Assets 2012: $50,427Net Assets 2012: $50,4272012Assets 2013: $46,639Net Assets 2013: $46,6392013Assets 2014: $48,450Net Assets 2014: $48,4502014Assets 2015: $52,348Net Assets 2015: $52,3482015Assets 2016: $61,815Net Assets 2016: $61,8152016Assets 2017: $62,919Net Assets 2017: $62,9192017Assets 2018: $60,601Net Assets 2018: $60,6012018Assets 2019: $59,818Liabilities 2019: $0Net Assets 2019: $59,8182019Assets 2020: $48,790Liabilities 2020: $0Net Assets 2020: $48,7902020Assets 2021: $44,474Liabilities 2021: $0Net Assets 2021: $44,4742021Assets 2022: $45,016Liabilities 2022: $0Net Assets 2022: $45,0162022Assets 2023: $50,513Liabilities 2023: $0Net Assets 2023: $50,5132023Assets 2024: $45,731Liabilities 2024: $0Net Assets 2024: $45,7312024

Highlighted filing

2024

Assets$45,731
Liabilities$0
Net Assets$45,731
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2011: $76,342Expenses 2011: $58,383Net Income 2011: $17,9592011Revenue 2012: $79,873Expenses 2012: $69,406Net Income 2012: $10,4672012Revenue 2013: $70,612Expenses 2013: $74,400Net Income 2013: -$3,7882013Revenue 2014: $68,073Expenses 2014: $66,261Net Income 2014: $1,8122014Revenue 2015: $76,272Expenses 2015: $72,375Net Income 2015: $3,8972015Revenue 2016: $85,291Expenses 2016: $75,825Net Income 2016: $9,4662016Revenue 2017: $85,611Expenses 2017: $84,507Net Income 2017: $1,1042017Revenue 2018: $85,160Expenses 2018: $87,480Net Income 2018: -$2,3202018Revenue 2019: $60,645Expenses 2019: $61,428Net Income 2019: -$7832019Revenue 2020: $27,447Expenses 2020: $38,475Net Income 2020: -$11,0282020Revenue 2021: $26,596Expenses 2021: $30,912Net Income 2021: -$4,3162021Revenue 2022: $21,117Expenses 2022: $20,575Net Income 2022: $5422022Revenue 2023: $30,999Expenses 2023: $25,502Net Income 2023: $5,4972023Revenue 2024: $20,332Expenses 2024: $25,114Net Income 2024: -$4,7822024

Highlighted filing

2024

Revenue$20,332
Expenses$25,114
Net Income-$4,782
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,731
Liabilities
$0
Net assets
$45,731
Revenue
$20,332
Expenses
$25,114
Net income
-$4,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$20.3$25.1$4.78
2023Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$31.0$25.5$5.50
2022Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$21.1$20.6$0.54
2021Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$26.6$30.9$4.32
2020Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$27.4$38.5$11.0
2019Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$60.6$61.4$0.78
2018Detailed filing. Detailed filing data is available for this year.$60.6$60.6$85.2$87.5$2.32
2017Detailed filing. Detailed filing data is available for this year.$62.9$62.9$85.6$84.5$1.10
2016Detailed filing. Detailed filing data is available for this year.$61.8$61.8$85.3$75.8$9.47
2015Detailed filing. Detailed filing data is available for this year.$52.3$52.3$76.3$72.4$3.90
2014Detailed filing. Detailed filing data is available for this year.$48.5$48.5$68.1$66.3$1.81
2013Detailed filing. Detailed filing data is available for this year.$46.6$46.6$70.6$74.4$3.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.4$50.4$79.9$69.4$10.5
2011Summary only. Only limited summary data is available for this year.$40.0$0.00$76.3$58.4$18.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Gross Receipts
$20,332
Mission and Program Overview

Mission

Provides professional education for medical case managers thrugh monthly meetings and professional conferrences that supports up to seventy people.

Program Services

DescriptionGrantsExpenses
Provides professional education for medical case managers through monthly meetings and professional conferences that supports up to seventy people.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Faith HollandTreasurer-$0--
Tina RalstonExecutive DirectorPT$0--
Kathy ParrySecretary-$0--
Shelly O'BrienPresident-$0--
Filing and Contact Details

Filer

Filer Name
Case Mgmt Society of America
EIN
94-2692761
Phone
4253299456
Address
495 West Badger Rd, Lynden, WA 98264

Signing Officer

Name
Tina Ralston
Title
Executive Director
Phone
4253299456
Signed
2025-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Hingston Miller Hingston PLLC
Address
20700 44th Ave W 210, Lynnwood, WA 98036
Preparer
David Hingston
Phone
2062852777
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Bank Interest. Amount: 10.”

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

“Description: Conferences & Meetings. Amount: 8,944. Description: Communications. Amount: 1,689. Description: Credit Card Charges. Amount: 274. Description: Insurance. Amount: 300. Description: Teleconferencing. Amount: 906. Description: License. Amount: 20. Description: CE Fees. Amount: 875. Total to Form 990-EZ, line 16: 13,008.”

Raw XML Appendix112 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Tina Ralston
IRS990EZ/BooksInCareOfDetail/PhoneNum04253299456
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 98104
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Seattle
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098198
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050513
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045731
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4782
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0856
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050513
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045731
IRS990EZ/GrossReceiptsAmt020332
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04930
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050513
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045731
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050513
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045731
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Faith Holland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tina Ralston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathy Parry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shelly O'Brien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013008
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provides professional education for medical case managers thrugh monthly meetings and professional conferrences that supports up to seventy people.
IRS990EZ/ProgramServiceRevenueAmt015392
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provides professional education for medical case managers through monthly meetings and professional conferences that supports up to seventy people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt011250
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt025114
IRS990EZ/TotalRevenueAmt020332
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Bank Interest. Amount: 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Conferences & Meetings. Amount: 8,944. Description: Communications. Amount: 1,689. Description: Credit Card Charges. Amount: 274. Description: Insurance. Amount: 300. Description: Teleconferencing. Amount: 906. Description: License. Amount: 20. Description: CE Fees. Amount: 875. Total to Form 990-EZ, line 16: 13,008.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Tina Ralston
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04253299456
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Case Mgmt Society of America
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0942692761
ReturnHeader/Filer/PhoneNum04253299456
ReturnHeader/Filer/USAddress/AddressLine1Txt0495 West Badger Rd
ReturnHeader/Filer/USAddress/CityNm0Lynden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098264
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472803252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hingston Miller Hingston PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020700 44th Ave W 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lynnwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098036
ReturnHeader/PreparerPersonGrp/PhoneNum02062852777
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Hingston
ReturnHeader/ReturnTs02025-09-05T09:49:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits