2025-11-13T11:57:59-05:00 2024-12-31 WITHUMSMITHBROWN PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2024-01-01 521695372 Case Management Society of America Inc % THE ORGANIZATION CASE 6154320101 5034A Thoroughbred Lane Brentwood TN 37027 JANET COULTER PRESIDENT 6154320101 2025-11-17 true true Richard RUVELSON P00234075 2155462140 2025-11-17 2024 2025-03-06 01:10:19Z AMY BLACK 5034A Thoroughbred Lane Brentwood TN 37027 2085661 false X www.cmsa.org X 1990 DC TO SUPPORT AND DEVELOP THE CASE MANAGEMENT PROFESSION. 11 11 0 11 21065 10708 0 0 2300364 2058250 4109 9705 15240 11817 2319713 2079772 0 0 0 0 0 0 0 0 0 2190157 2138604 2190157 2138604 129556 -58832 708688 545817 574961 470922 133727 74895 X TO IMPROVE PATIENT WELL-BEING AND HEALTH CARE OUTCOMES BY SUPPORTING THE PROFESSIONAL DEVELOPMENT OF CARE MANAGERS FROM A VARIETY OF DISCIPLINES, PRACTICE SETTINGS, SKILL LEVELS AND PROFESSIONAL CAPACITIES. false false 962119 Conference, seminars, and collaborative meetings: provide members with opportunities for education, training, and networking and apprise them of the latest trends and anticipated future direction of the industry. 858897 Member communications: periodic informational publications provide information of interest on the latest trends in and issues affecting the medical case management community. 227406 Through the Career and Knowledge Pathways (CKP) program, CMSA provides a comprehensive suite of educational products on healthcare topics relevant to the case management professional. This includes the integrated case management product, patient motivational interviewing training, opioid use disorder and transition of care white papers, case management adherence guidelines, the standards of practice for case management, and access to CMSA's extensive educational resource library. CKP, as an umbrella program, provides the case manager professional with the tools necessary to successfully navigate complex patient care scenarios with the goal of improved patient outcomes. false false false true false false false false false true false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false true false false true 12 0 true 0 true true false false false false false false false X 11 11 false true false false true true true true true false true true false true true true true true false false false X THE ORGANIZATION 6154320101 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 X X Colleen Morley Imm. Past President 2.0 0.0 X X 0 0 0 Janet Coulter President 2.0 0.0 X X 0 0 0 Dr Paul Jeffrey Borja SECRETARY 2.0 0.0 X X 0 0 0 Jenny Quigley-Stickney Treasurer 2.0 0.0 X X 0 0 0 Raine Arndt-Couch Member-at-large 2.0 0.0 X 0 0 0 Nadine Carter Director/CPC Rep 2.0 0.0 X 0 0 0 Laura Ostrowsky Director (THRU 06/2024) 2.0 0.0 X 0 0 0 Vivian Greenway Director 2.0 0.0 X 0 0 0 Jody Luttrell Director 2.0 0.0 X 0 0 0 Cynthia Hopkins Director (EFF.06/2024) 2.0 0.0 X 0 0 0 Samantha Walker Director (THRU(06/2024) 2.0 0.0 X 0 0 0 Kathy Parry Director 2.0 0.0 X 0 0 0 Carolina Mosley Director (EFF.06/2024) 2.0 0.0 X 0 0 0 0 0 0 0 false false false Parthenon Management Group 5034a Thoroughbred Lane BRENTWOOD TN 37027 Management serv 1206715 Rhode Island Convention Center One Sabin Street PROVIDENCE RI 02903 CONFERENCE HOTEL/F&B 292488 2 0 ANNUAL CONFERENCE 900099 962119 962119 MEMBERSHIP DUES 900099 845678 845678 CORPORATE PARTNERSHIPS 900099 126525 126525 EDUCATION AND TRAINING 900099 91689 91689 PUBLICATIONS 541800 22208 3188 19020 10031 10031 2058250 9705 9705 0 0 0 0 0 0 0 0 0 0 0 0 8514 5889 2625 2045 580 OTHER INCOME 900099 9192 9192 9192 2079772 2048422 21065 10285 0 0 0 0 0 0 0 0 0 0 1206715 11437 12571 0 0 0 54426 3012 67416 88021 0 22329 82126 0 486729 0 0 10000 33402 CONTINUING EDUCATION 18490 SUBSCRIPTION FEES 15451 BOOTCAMP 8108 OTHER COMMUNICATION 4143 14228 2138604 X 619864 393871 0 0 5806 0 0 7215 0 0 0 0 0 0 0 0 63018 134731 119849 109849 20000 10000 0 0 0 0 0 0 0 0 0 0 708688 545817 53005 39684 0 0 486211 431238 0 0 0 0 0 0 35745 0 0 0 0 0 574961 470922 X 133727 74895 0 0 133727 74895 708688 545817 -58832 X false true X true false true false false 119849 109849 10000 10000 0 0 X 2085661 5889 5889 2079772 2079772 2144493 5889 5889 2138604 2138604 PART X, LINE 2: The Society is exempt from federal income tax under Section 501(c)(6) and the Foundation is exempt from federal income tax under Section 501(c)(3) of the United States Internal Revenue Code and exempt from state income taxes under state law, and no provision for such income tax has been reflected in the accompanying financial statements. The Organization has evaluated uncertain tax positions with respect to its operations and concluded there are no such positions at December 31, 2024 and 2023. The Organization did not recognize any tax-related interest or penalties during the period presented in these consolidated financial statements. FORM 990, PART VI, SECTION A, LINE 3: CASE MANAGEMENT SOCIETY OF AMERICA, INC. RECEIVES VARIOUS MANAGEMENT SERVICES FROM PARTHENON MANAGEMENT GROUP. FORM 990, PART VI, SECTION A, LINE 6: THE SOCIETY HAS SIX CLASSES OF MEMBERSHIPS: PROFESSIONAL CASE MANAGER MEMBERSHIP, ASSOCIATE MEMBERSHIP, STUDENT MEMBERSHIP, COMPANY INDIVIDUAL MEMBERSHIP, LIFETIME MEMBERSHIP, AND RETIREE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A: PER THE SOCIETY'S BYLAWS, EACH MEMBER IN GOOD STANDING IS ENTITLED TO VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS BY THE BOARD OF DIRECTORS. IN ADDITION, OFFICERS AND DIRECTORS ARE ELECTED BY POPULAR VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B: PER THE SOCIETY'S BYLAWS, MEMBERS VOTE ON DECISIONS RELATED TO GOVERNANCE OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: THE TREASURER WILL ENSURE THE FINANCE & AUDIT COMMITTEE CHARTER IS FOLLOWED REGARDING BUDGETING AND FINANCIAL PLANNING, REPORTING, INTERNAL CONTROLS AND ACCOUNTABILITY POLICIES, AND AUDITS ON AN ANNUAL BASIS. REVIEW FINANCIAL STATEMENTS, FORM 990, AUDIT FINDINGS, AND MAKE RECOMMENDATIONS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C: ALL VOLUNTEERS MUST SIGN A CONFLICT OF INTEREST FORM AND DISCLOSE ANY RELATIONSHIPS THAT COULD AFFECT THEIR WORK WITH CMSA ANNUALLY. THE CMSA EXECUTIVE COMMITTEE MAKES ANY DETERMINATION OF CONFLICT AND DECIDES WHAT SUBSEQUENT ACTION IS APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE. 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