Nonprofit · EIN 73-1451309
CASE MANAGEMENT SOCIETY OF AMERICA INC
Also known as CMS OF OKLAHOMA INC
Tax-exempt · NEWCASTLE, OK 73065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $48,234 | $37,309 | $10,925 | $59,844 | – | $59,844 |
| December 31, 2024 | 990-EZ | $44,037 | $56,669 | -$12,632 | $48,385 | – | $48,385 |
| December 31, 2023 | 990-EZ | $35,257 | $44,315 | -$9,058 | $61,017 | – | $61,017 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $6,425
- Program service revenue
- $28,405
- Net income from fundraising events
- $13,404
Expenses
- Benefits paid to members
- $5,024
- Compensation of officers, directors and key employees
- $19,603
- Salaries, compensation and benefits (total)
- $19,603
- Professional fees and payments to contractors
- $625
- Occupancy
- $5,409
- Printing, publications and postage
- $1,571
- Other expenses
- $5,077
- Program services (functional)
- $42,482
Balance sheet and other
- Total assets, start of year
- $48,385
- Total assets, end of year
- $59,844
- Total liabilities, end of year
- –
- Net assets, end of year
- $59,844
- Cash, savings and investments
- $59,844
- Gross receipts
- $117,380
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE A HARVEY | EXECUTIVE DIRECTOR | 20 | $19,603 |
| DEBBIE MOFFETT | CO PRESIDENT | 2 | $0 |
| KYLE SPENCER | CO PRESIDENT | 2 | $0 |
| STEPHANIE RIDER | PRESIDENT ELECT | 1 | $0 |
| SARA FORREST | VICE PRESIDENT | 1 | $0 |
| RANDY HULIN | TREASURER | 1 | $0 |
| MARIA DAVIDSON | SECRETARY | 1 | $0 |
| JACKIE COLE | BOARD MEMGER | 1 | $0 |
| KURT J EDERER | BOARD MEMBER | 1 | $0 |
| BECKY GRANTHAM | BOARD MEMBER | 1 | $0 |
| ANDREA MCBRIDE | BOARD MEMBER | 1 | $0 |
| MARY BETH NORBURY | BOARD MEMBER | 1 | $0 |
| NATALIE TEETER | BOARD MEMBER | 1 | $0 |
| CARA GONZALES | ANCILLARY BOARD MEMBER | 1 | $0 |
| LADONNA SILER | ANCILLART BOARD MEMBER | 1 | $0 |
990-EZ for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE A HARVEY | EXECUTIVE DIRECTOR | 20 | $21,311 |
| DEBBIE MOFFETT | CO PRESIDENT | 2 | $0 |
| KYLE SPENCER | CO PRESIDENT | 2 | $0 |
| STEPHANIE RIDER | PRESIDENT ELECT | 0 | $0 |
| SARA FORREST | VICE PRESIDENT | 0 | $0 |
| RANDY HULIN | TREASURER | 1 | $0 |
| MARIA DAVIDSON | SECRETARY | 0 | $0 |
| JACKIE COLE | BOARD MEMGER | 0 | $0 |
| KURT J EDERER | BOARD MEMBER | 0 | $0 |
| BECKY GRANTHAM | BOARD MEMBER | 0 | $0 |
| ANDREA MCBRIDE | BOARD MEMBER | 0 | $0 |
| MARY BETH NORBURY | BOARD MEMBER | 0 | $0 |
| NATALIE TEETER | BOARD MEMBER | 0 | $0 |
| CARA GONZALES | ANCILLARY BOARD MEMBER | 0 | $0 |
| LADONNA SILER | ANCILLART BOARD MEMBER | 0 | $0 |
990-EZ for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH TAYLOR | FORMER EX DIRECTOR | 0 | $13,659 |
| JULIE A HARVEY | EXECUTIVE DIRECTOR | 20 | $6,046 |
| WENDY GERDES | FORMER EX DIRECTOR | 0 | $2,676 |
| DEBBIE MOFFETT | CO PRESIDENT | 2 | $0 |
| KYLE SPENCER | CO PRESIDENT | 2 | $0 |
| STEPHANIE RIDER | PRESIDENT ELECT | 0 | $0 |
| SARA FORREST | VICE PRESIDENT | 0 | $0 |
| RANDY HULIN | TREASURER | 1 | $0 |
| MARIA DAVIDSON | SECRETARY | 0 | $0 |
| JACKIE COLE | BOARD MEMGER | 0 | $0 |
| KURT J EDERER | BOARD MEMBER | 0 | $0 |
| BECKY GRANTHAM | BOARD MEMBER | 0 | $0 |
| ANDREA MCBRIDE | BOARD MEMBER | 0 | $0 |
| MARY BETH NORBURY | BOARD MEMBER | 0 | $0 |
| NATALIE TEETER | BOARD MEMBER | 0 | $0 |
| CARA GONZALES | ANCILLARY BOARD MEMBER | 0 | $0 |
| LADONNA SILER | ANCILLART BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1118, NEWCASTLE, OK 73065-1118
- In care of
- % JULIE A HARVEY
- Mailing address (990-N for 2021)
- PO BOX 14734, OKLAHOMA CITY OK 73113
- Principal officer (990-N for 2021)
- WENDY GERDES, PO BOX 14734, OKLAHOMA CITY OK 73013
- Signed the 990-EZ
- JULIE A HARVEY, EXECUTIVE DIRECTOR
- Website
- CMSA-PK.ORG
Mission
FUTHURING THE DIVERSE FIELD OF CASE MANAGEMENT BY PROVIDING OPPORTUNITIES FOR DEVELOPEMENT AND EDUCATION TO ENSURE POSITIVE PATIENT OUTCOMES
Program accomplishments
- ANNUAL CONFERENCEExpenses $42,482
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 73-1451309
- 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 or 990-EZ
- Group exemption
- 3347: CASE MANAGEMENT SOCIETY OF AMERICA INC
- Assets (IRS master file)
- $59,844
- Income (IRS master file)
- $117,380
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $48,234 | $37,309 | $59,844 | XML |
| 990-EZ | December 2024 | $44,037 | $56,669 | $48,385 | XML |
| 990-EZ | December 2023 | $35,257 | $44,315 | $61,017 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: WENDY GERDES | December 31, 2021 | ≤ $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 73-1451309).
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 73-1451309.
- 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 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASE MANAGEMENT SOCIETY OF AMERICA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. 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-EZ for the year ended December 2025.
- Who is the principal officer of CASE MANAGEMENT SOCIETY OF AMERICA INC?
- The 990-N for 2021 names WENDY GERDES.
- Who are the officers and directors of CASE MANAGEMENT SOCIETY OF AMERICA INC?
- The 990-EZ for the year ended December 31, 2025 lists 15 people; 1 received compensation from the organization, the highest $19,603 (JULIE A HARVEY, EXECUTIVE DIRECTOR).
- How much revenue does CASE MANAGEMENT SOCIETY OF AMERICA INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $48,234, expenses of $37,309 and total assets of $59,844 at year end.
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