CASE MANAGEMENT SOCIETY OF AMERICA INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CASE MANAGEMENT SOCIETY OF AMERICA INC (EIN 52-1695372)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-30
IRS object ID
202332739349300313
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-30T18:21:48-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 3RD FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521695372EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CASE MANAGEMENT SOCIETY OF AMERICA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCASEBusinessNameControlTxt
Phone6154320101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15034A THOROUGHBRED LANEAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOLLEEN MORLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6154320101PhoneNum
Signature2023-09-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCOLLEENPersonFirstNm
Person LastMORLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER SOLOTPreparerPersonNm
PTINP00749373PTIN
Phone2155677770PhoneNum
Preparation2023-09-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY BLACKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15034A THOROUGHBRED LANEAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,377,447GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CMSA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO SUPPORT AND DEVELOP THE CASE MANAGEMENT PROFESSION.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$28,401TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$19,344NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$266,345PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,788,462PYProgramServiceRevenueAmt
CY Program Service Revenue$2,350,243CYProgramServiceRevenueAmt
PY Investment Income$29PYInvestmentIncomeAmt
CY Investment Income$8CYInvestmentIncomeAmt
PY Other Revenue$8,771PYOtherRevenueAmt
CY Other Revenue$27,196CYOtherRevenueAmt
PY Total Revenue$2,063,607PYTotalRevenueAmt
CY Total Revenue$2,377,447CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,382,644PYOtherExpensesAmt
CY Other Expenses$2,227,120CYOtherExpensesAmt
PY Total Expenses$1,382,644PYTotalExpensesAmt
CY Total Expenses$2,227,120CYTotalExpensesAmt
PY Revenues Less Expenses$680,963PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$150,327CYRevenuesLessExpensesAmt
Total Assets BOY$750,552TotalAssetsBOYAmt
Total Assets EOY$713,844TotalAssetsEOYAmt
Total Liabilities BOY$896,708TotalLiabilitiesBOYAmt
Total Liabilities EOY$709,673TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$146,156NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,171NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCONFERENCE, SEMINARS, AND COLLABORATIVE MEETINGS: PROVIDE MEMBERS WITH OPPORTUNITIES FOR EDUCATION, TRAINING, AND NETWORKING AND APPRISE THEM OF THE LATEST TRENDS AND ANTICPATED FUTURE DIRECTION OF THE INDUSTRY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEMBER COMMUNICATIONS: PERIODIC INFORMATIONAL PUBLICATIONS PROVIDE INFORMATION OF INTEREST ON THE LATEST TRENDS IN AND ISSUES AFFECTING THE MEDICAL CASE MANAGEMENT COMMUNITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTHROUGH 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.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6154320101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15034A THOROUGHBRED LANEAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
COLLEEN MORLEY
PRESIDENT (FROM JUNE 2022)2.00Yes (X)Yes (X)$0$0$0
MELANIE PRINCE
PRESIDENT (UNTIL JUNE 2022)2.00Yes (X)Yes (X)$0$0$0
MELANIE PRINCE
IMMEDIATE PAST PRESIDENT (FROM JUNE 2022)2.00Yes (X)Yes (X)$0$0$0
COLLEEN MORLEY
PRESIDENT ELECT (UNTIL JUNE 2022)2.00Yes (X)Yes (X)$0$0$0
NADINE CARTER
SECRETARY2.00Yes (X)Yes (X)$0$0$0
PATRICIA NOONAN
TREASURER2.00Yes (X)Yes (X)$0$0$0
RAINE ARNDT-COUCH
DIRECTOR2.00Yes (X)$0$0$0
MARK EVANS
DIRECTOR2.00Yes (X)$0$0$0
JODY LUTTRELL
DIRECTOR (FROM JUNE 2022)2.00Yes (X)$0$0$0
LAURA OSTROWSKY
DIRECTOR2.00Yes (X)$0$0$0
JENNY QUIGLEY-STICKNEY
DIRECTOR2.00Yes (X)$0$0$0
SONIA VALDEZ
DIRECTOR (UNTIL JUNE 2022)2.00Yes (X)$0$0$0
SAMANTHA WALKER
DIRECTOR2.00Yes (X)$0$0$0
VIVIAN GREENWAY
CPC REP2.00Yes (X)$0$0$0
AMY BLACK
EXECUTIVE DIRECTOR38.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PARTHENON MANAGEMENT GROUP
5034A THOROUGHBRED LANEBRENTWOODTN37027MANAGEMENT SERVICES$1,107,311
BARNES & THORNBURG LLP
11 SOUTH MERIDIAN STINDIANAPOLISIN46204LEGAL SERVICES$254,346
SHOW GEAR PRODUCTIONS INC
30312 ESPERANZA RANCHOSANTA MARGARITACA92688AUDIO VISUAL SERVICES$110,090
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ANNUAL CONFERENCE900099$1,134,290$519,934$614,356
MEMBERSHIP DUES900099$834,740$834,740
CORPORATE PARTNERSHIPS900099$187,000$187,000
EDUCATION AND TRAINING900099$147,028$147,028
PUBLICATIONS541800$28,401$28,401

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,784TotalRevenueColumnAmt
Related Or Exempt Func Income$18,784RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,350,243TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8TotalRevenueColumnAmt
Exclusion$8ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$27,196TotalRevenueColumnAmt
Exclusion$27,196ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$27,196OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,377,447TotalRevenueColumnAmt
Related Or Exempt Func Income$1,707,486RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$28,401UnrelatedBusinessRevenueAmt
Exclusion$641,560ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,057,921TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$67,617TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$50,450TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,118TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,531TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$67,101TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$94,588TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$527,018TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,518TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$36,436TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
MISCELLANEOUS$234,110
BANK AND CREDIT CARD FE$35,824
SUBSCRIPTION FEES$12,888

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,227,120TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$483,501BOYAmt
EOY$590,694EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$133,084BOYAmt
EOY$67,592EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$63,156BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$54,293BOYAmt
EOY$45,558EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$99,848LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$89,848LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,518BOYAmt
EOY$10,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$750,552BOYAmt
EOY$713,844EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$125,840BOYAmt
EOY$92,235EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$657,087BOYAmt
EOY$538,350EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$113,781BOYAmt
EOY$79,088EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$896,708BOYAmt
EOY$709,673EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$395,282BOYAmt
EOY-$177,076EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$249,126BOYAmt
EOY$181,247EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$146,156BOYAmt
EOY$4,171EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$750,552BOYAmt
EOY$713,844EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$150,327ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$99,848OtherCostOrOtherBasisAmt
Depreciation$89,848DepreciationAmt
Book Value$10,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,000TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,422,015TotalRevEtcAuditedFinclStmtAmt
Other Revenue$44,568OtherRevenueAmt
Revenue Not Reported$44,568RevenueNotReportedAmt
Revenue Subtotal$2,377,447RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,377,447TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,261,437TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$34,317OtherExpensesIncludedAmt
Expenses Not Reported$34,317ExpensesNotReportedAmt
Expenses Subtotal$2,227,120ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,227,120TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SOCIETY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY REVENUE 44,568.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY EXPENSES 34,317.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3CASE MANAGEMENT SOCIETY OF AMERICA, INC. RECEIVES VARIOUS MANAGEMENT SERVICES FROM PARTHENON MANAGEMENT GROUP.
FORM 990, PART VI, SECTION A, LINE 6THE 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 7APER 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 7BPER THE SOCIETY'S BYLAWS, MEMBERS VOTE ON DECISIONS RELATED TO GOVERNANCE OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CALL 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 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CMSA FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15034A THOROUGHBRED LANAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
EIN262770924EIN
Primary ActivitiesEDUCATION AND RESEARCHPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CASE MANAGEMENT SOCIETY OF AMERICA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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