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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 52-1695372

CASE MANAGEMENT SOCIETY OF AMERICA INC

Tax-exempt · BRENTWOOD, TN 37027

Financials

$2.3M$2.2M2023$2.1M$2.1M2024
Revenue Expenses · by fiscal year end
Financials of CASE MANAGEMENT SOCIETY OF AMERICA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,079,772$2,138,604-$58,832$545,817$470,922$74,895
December 31, 2023990$2,319,713$2,190,157$129,556$708,688$574,961$133,727
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,058,250
Investment income
$9,705
Net income from sales of inventory
$2,625
Other revenue
$11,817

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$11,437
Accounting fees
$12,571
Occupancy
$22,329
Travel
$82,126
Depreciation
$10,000

Balance sheet and other

Total assets, start of year
$708,688
Total assets, end of year
$545,817
Total liabilities, end of year
$470,922
Net assets, end of year
$74,895
Land, buildings and equipment
$10,000
Net assets without donor restrictions
$74,895
Gross unrelated business income
$21,065
Gross receipts
$2,085,661
Employees
0
Volunteers
11
Year formed
1990
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Colleen MorleyImm. Past President
Trustee or director, Officer
2$0
Janet CoulterPresident
Trustee or director, Officer
2$0
Dr Paul Jeffrey BorjaSECRETARY
Trustee or director, Officer
2$0
Jenny Quigley-StickneyTreasurer
Trustee or director, Officer
2$0
Raine Arndt-CouchMember-at-large
Trustee or director
2$0
Nadine CarterDirector/CPC Rep
Trustee or director
2$0
Laura OstrowskyDirector (THRU 06/2024)
Trustee or director
2$0
Vivian GreenwayDirector
Trustee or director
2$0
Jody LuttrellDirector
Trustee or director
2$0
Cynthia HopkinsDirector (EFF.06/2024)
Trustee or director
2$0
Samantha WalkerDirector (THRU(06/2024)
Trustee or director
2$0
Kathy ParryDirector
Trustee or director
2$0
Carolina MosleyDirector (EFF.06/2024)
Trustee or director
2$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
Melanie PrinceImm.Past President(THRU 06/23)
Trustee or director, Officer
2$0
Colleen MorleyPresident
Trustee or director, Officer
2$0
Janet CoulterPres-Elect (EFF.06/2023)
Trustee or director, Officer
2$0
Paul BorjaSECRETARY (EFF.06/2023)
Trustee or director
2$0
Jenny Quigley-StickneyDirector/Treasurer
Trustee or director
2$0
Raine Arndt-CouchMember-at-large
Trustee or director
2$0
Nadine CarterSecretary/CPC Rep
Trustee or director, Officer
2$0
Laura OstrowskyDirector
Trustee or director
2$0
Vivian GreenwayCPC Rep/Director
Trustee or director
2$0
Jody LuttrellDirector
Trustee or director
2$0
Patricia NoonanTreasurer
Trustee or director, Officer
2$0
Mark EvansDirector
Trustee or director
2$0
Samantha WalkerDirector
Trustee or director
2$0
Kathy ParryDirector
Trustee or director
2$0
Amy BlackExecutive Director
Officer
38$0

Address and contacts

Address (IRS master file)
5034 THOROUGHBRED LN STE A, BRENTWOOD, TN 37027-4231
In care of
% THE ORGANIZATION
Mailing address (990-N for 2024)
PO Box 52995, Knoxville TN 37950
Principal officer (990 for 2024)
AMY BLACK, 5034A Thoroughbred Lane, Brentwood, TN 37027
Principal officer (990-N for 2024)
Cindy Bolduc, 323 Melrose St, Maryville TN 37803
Signed the 990
JANET COULTER, PRESIDENT
Phone
(615) 432-0101
Return prepared by
WITHUMSMITHBROWN PC

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    revenue $962,119
  • Member communications: periodic informational publications provide information of interest on the latest trends in and issues affecting the medical case management community.
    revenue $858,897
  • 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.
    revenue $227,406

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990 on file

File the 2025 990-N for CASE MANAGEMENT SOCIETY OF AMERICA INC

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
52-1695372
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1993
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Group exemption
3347 (38 member organizations)
Assets (IRS master file)
$545,817
Income (IRS master file)
$2,085,661

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2024
Officer: Cindy Bolduc
December 31, 2024≤ $50,000 receipts––e-Postcard
990December 2024$2,079,772$2,138,604$545,817XML
990December 2023$2,319,713$2,190,157$708,688XML
990December 2022$2,377,447$2,227,120$713,844IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS
990-N for 2011
Officer: Southern Ohio Valley- Case Management Society of America Inc
December 31, 2011≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1695372).

Questions about CASE MANAGEMENT SOCIETY OF AMERICA INC

What is the EIN of CASE MANAGEMENT SOCIETY OF AMERICA INC?
The employer identification number (EIN) of CASE MANAGEMENT SOCIETY OF AMERICA INC is 52-1695372.
Is CASE MANAGEMENT SOCIETY OF AMERICA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1993.
Are donations to CASE MANAGEMENT SOCIETY OF AMERICA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CASE MANAGEMENT SOCIETY OF AMERICA INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of CASE MANAGEMENT SOCIETY OF AMERICA INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CASE MANAGEMENT SOCIETY OF AMERICA INC last file with the IRS?
The latest return in the IRS public files is the 990-N for 2024 for the year ended December 31, 2024.
Who is the principal officer of CASE MANAGEMENT SOCIETY OF AMERICA INC?
The 990 for the year ended December 31, 2024 names AMY BLACK.
Who are the officers and directors of CASE MANAGEMENT SOCIETY OF AMERICA INC?
The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
How much revenue does CASE MANAGEMENT SOCIETY OF AMERICA INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,079,772, expenses of $2,138,604 and total assets of $545,817 at year end.

Organizations in its group exemption (38)

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