2023-09-30T18:21:48-05:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2022-01-01 521695372 CASE MANAGEMENT SOCIETY OF AMERICA INC CASE 6154320101 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 COLLEEN MORLEY PRESIDENT 6154320101 2023-09-30 1 COLLEEN MORLEY 999009999 0 JENNIFER SOLOT P00749373 2155677770 2023-09-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY BLACK 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 2377447 0 X WWW.CMSA.ORG X 1990 DC TO SUPPORT AND DEVELOP THE CASE MANAGEMENT PROFESSION. 11 11 0 11 28401 19344 266345 0 1788462 2350243 29 8 8771 27196 2063607 2377447 0 0 0 0 0 0 0 0 0 1382644 2227120 1382644 2227120 680963 150327 750552 713844 896708 709673 -146156 4171 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. 0 0 CONFERENCE, 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. MEMBER COMMUNICATIONS: PERIODIC INFORMATIONAL PUBLICATIONS PROVIDE INFORMATION OF INTEREST ON THE LATEST TRENDS IN AND ISSUES AFFECTING THE MEDICAL CASE MANAGEMENT COMMUNITY. 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 13 0 1 0 1 1 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X THE ORGANIZATION 6154320101 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 X COLLEEN MORLEY PRESIDENT (FROM JUNE 2022) 2.00 X X 0 0 0 MELANIE PRINCE PRESIDENT (UNTIL JUNE 2022) 2.00 X X 0 0 0 MELANIE PRINCE IMMEDIATE PAST PRESIDENT (FROM JUNE 2022) 2.00 X X 0 0 0 COLLEEN MORLEY PRESIDENT ELECT (UNTIL JUNE 2022) 2.00 X X 0 0 0 NADINE CARTER SECRETARY 2.00 X X 0 0 0 PATRICIA NOONAN TREASURER 2.00 X X 0 0 0 RAINE ARNDT-COUCH DIRECTOR 2.00 X 0 0 0 MARK EVANS DIRECTOR 2.00 X 0 0 0 JODY LUTTRELL DIRECTOR (FROM JUNE 2022) 2.00 X 0 0 0 LAURA OSTROWSKY DIRECTOR 2.00 X 0 0 0 JENNY QUIGLEY-STICKNEY DIRECTOR 2.00 X 0 0 0 SONIA VALDEZ DIRECTOR (UNTIL JUNE 2022) 2.00 X 0 0 0 SAMANTHA WALKER DIRECTOR 2.00 X 0 0 0 VIVIAN GREENWAY CPC REP 2.00 X 0 0 0 AMY BLACK EXECUTIVE DIRECTOR 38.00 X 0 0 0 0 0 0 0 0 0 0 PARTHENON MANAGEMENT GROUP 5034A THOROUGHBRED LANE BRENTWOOD TN 37027 MANAGEMENT SERVICES 1107311 BARNES & THORNBURG LLP 11 SOUTH MERIDIAN ST INDIANAPOLIS IN 46204 LEGAL SERVICES 254346 SHOW GEAR PRODUCTIONS INC 30312 ESPERANZA RANCHO SANTA MARGARITA CA 92688 AUDIO VISUAL SERVICES 110090 3 ANNUAL CONFERENCE 900099 1134290 519934 614356 MEMBERSHIP DUES 900099 834740 834740 CORPORATE PARTNERSHIPS 900099 187000 187000 EDUCATION AND TRAINING 900099 147028 147028 PUBLICATIONS 541800 28401 28401 18784 18784 2350243 8 8 OTHER INCOME 900099 27196 27196 27196 2377447 1707486 28401 641560 1057921 67617 50450 1118 25531 67101 94588 527018 16518 36436 MISCELLANEOUS 234110 BANK AND CREDIT CARD FE 35824 SUBSCRIPTION FEES 12888 2227120 483501 590694 133084 67592 63156 54293 45558 99848 89848 16518 10000 750552 713844 125840 92235 657087 538350 113781 79088 896708 709673 X -395282 -177076 249126 181247 -146156 4171 750552 713844 150327 0 X 0 1 X 1 0 1 0 0 99848 89848 10000 10000 X 2422015 44568 44568 2377447 0 2377447 2261437 34317 34317 2227120 0 2227120 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. 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. CMSA FOUNDATION 5034A THOROUGHBRED LAN BRENTWOOD TN 37027 262770924 EDUCATION AND RESEARCH DC 501(C)(3) LINE 7 CASE MANAGEMENT SOCIETY OF AMERICA INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0