2019-11-08T12:39:33-06:00 2018-12-31 710271741 Landmark PLC CPAs 201 E Markham Suite 500 Little Rock AR 72201 990 2018-01-01 521695372 Case Management Society of America Inc CASE 5012252229 6301 Ranch Drive Little Rock AR 72223 Kathleen Fraser Executive Director 5012252229 2019-11-06 1 Pattie Weed CPA P00942220 5013752025 12.188.221.99 2019-11-06 10:05:12 CS P DC3303F98D04838EBAC6C4C09D430DB85DA380B6 9276EE026A5A462EB7DE6D767A77E4684F5E0F69 2018 2020-03-31 21:24:44Z Kathleen Fraser 6301 Ranch Drive Little Rock AR 72223 3442333 0 X www.cmsa.org X 1990 DC To support and develop the case management profession. 11 11 0 67 53788 23696 450270 503960 2746917 2880533 1688 621 57754 47775 3256629 3432889 0 0 0 0 0 0 0 0 0 3520704 3793592 3520704 3793592 -264075 -360703 1187491 881293 1306319 1360824 -118828 -479531 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 Conferences, Seminars, and Collaborative Meetings: Provide members with opportunities for education, training, and networking and apprise them of the latest trends and anticipated future directions in 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 comprehensible suite of educational products on health care topics relevant to the case management professional. This includes the Integrated Case Management product, patient motivational interviewing training, Opioid Use Disorder and Transitions of Care white papers, Case Management Adherence Guidelines, the Standards of Professional Case Management Practice, 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 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 Kathleen Fraser 5012252229 6301 Ranch Drive Little Rock AR 72223 X Jose Alejandro President 2.00 X X 0 0 0 Jose Santoro Treasurer 2.00 X X 0 0 0 Jody Luttrell Secretary 2.00 X X 0 0 0 Catherine Campbell Secretary 2.00 X 0 0 0 Betty Overbey Director 2.00 X 0 0 0 Andrea Norton Director 2.00 X 0 0 0 Ellen Fink-Sammick Director 2.00 X 0 0 0 Patricia Noonan Director 2.00 X 0 0 0 Rita Richter Director 2.00 X 0 0 0 Eric Bergman Chair, Chapter Presidents' Council 2.00 X 0 0 0 Mary McLaughlin-Davis Immediate Past President 2.00 X 0 0 0 Kathleen Fraser Executive Director 30.00 X 0 0 0 0 0 0 0 0 0 0 Fraser Imagineers 6301 Ranch Drive Little Rock AR 72223 Management Services 1927420 SMG Food & Beverage LLC 2301 South Lakeshore Drive Chicago IL 60616 Conference Food Services 410903 Freeman Audio Visual PO Box 650519 Dallas TX 752650519 Conference Audio Visual Services 282037 SMGMcCormick Pace - Chicago 301 East Cermak Road Chicago IL 60616 Conference Hosting 140867 Hyatt Regency McCormick Place 2233 S Martin Luther King Dr Chicago IL 60616 Conference Hosting 127845 5 503960 503960 Annual Conference 519100 1349291 1349291 Membership Dues 519100 1166628 1166628 Training and Workshops 519100 321136 321136 Career Center Website 519100 32928 32928 License Fee 519100 10550 10550 2880533 621 621 46419 20860 25559 9904 9444 460 460 Other Revenue 900099 896 896 896 3432889 2847605 53788 27536 2078157 35839 23200 7135 164028 90916 163060 1052571 17759 27899 Training 61067 Miscellaneous 50562 Subscription Fees 21399 3793592 827691 357328 140191 217394 66442 76885 55612 102872 1052 1052 0 0 97555 126814 1187491 881293 332639 488326 973680 872498 1306319 1360824 X -126078 -594331 7250 114800 -118828 -479531 1187491 881293 -360703 0 X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1052 1052 0 0 X Part X, Line 2: Accounting standards require CMSA to evaluate tax positions and recognize a tax liability (or asset) if CMSA has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. CMSA has analyzed the tax positions taken and has concluded that as of December 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require the recognition of a liability (or asset) or disclosure in the financial statements. CMSA may be subject to audit by the Internal Revenue Service; however there are currently no audits for any tax periods in progress. As of December 31, 2018, CMSA is no longer subject to income tax examinations for years prior to 2015. Fraser Imagineers Over 35% owned by Kathleen Fraser 1927420 Management Fees 1 Form 990, Part VI, Section A, line 3 Fraser Imagineers provides management services for Case Management Society of America, Inc. Form 990, Part VI, Section A, line 6 The Society has nine classes of members: Case Manager Members, Associate Members, Student Members, Company Members, Lifetime Members, Military/VA Members, Retired Members, and International Members. 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 Organization has not provided a copy of the Form 990 to all members of the governing body prior to filing. The Board of Directors will be provided with a copy of the Form 990 for review after the Form 990 is filed. Form 990, Part VI, Section B, line 12c The management company identifies any/all transactions with Board Members or their affiliated entities. These transactions are discussed and approved at Board meetings, with the individual abstaining from the discussion and vote. 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 6301 Ranch Dr Little Rock AR 72223 262770924 Education and research AR 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 0 0 0 0 0 0