2018-11-15T16:04:13-06:00 2017-12-31 710271741 Landmark PLC CPAs 201 E Markham Suite 500 Little Rock AR 72201 990 2017-01-01 521695372 Case Management Society of America Inc CASE 5012252229 6301 Ranch Drive Little Rock AR 72223 Kathleen Fraser Executive Director 5012252229 2018-11-15 1 Pattie Weed CPA P00942220 5013752025 12.188.221.99 2018-11-15 13:19:58 CS P 2BC794CB66A813D063CFA4B5FE0B663D4661F43C 2BC794CB66A813D063CFA4B5FE0B663D4661F43C 2017 2019-02-21 02:37:17Z Kathleen Fraser 6301 Ranch Drive Little Rock AR 72223 3266937 0 X www.cmsa.org X 1990 DC To support and develop the case management profession. 11 11 0 59 65427 26738 441220 450270 2805536 2746917 654 1688 37748 57754 3285158 3256629 0 0 0 0 18000 0 0 0 0 3378338 3520704 3396338 3520704 -111180 -264075 1267321 1187491 1263581 1306319 3740 -118828 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. Industry Practice Aids and Best Practices: Development of Case Management Adherence Guidelines (CMAG) and tools to allow medical case managers to improve patient compliance, maintain and analyze data regarding patient assessments and progress, and increase the overall effectiveness of patient care. 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 1 0 0 0 0 0 0 0 1 4 0 1 0 1 1 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 Mary McLaughlin-Davis President 2.00 X X 0 0 0 Jose Alejandro President Elect 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 Betty Overbey Director 2.00 X 0 0 0 Rebecca Cirri 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 Deborah Guttridge Director 2.00 X 0 0 0 Laura Ostowsky Director 2.00 X 0 0 0 Rita Richter Chair, Chapter Presidents' Council 2.00 X 0 0 0 Kathleen Fraser Executive Director 2.00 X 0 0 0 0 0 0 0 0 0 0 Fraser Imagineers 6301 Ranch Drive Little Rock AR 72223 Management Services 1637548 Levy Restaurants 500 E Cesar Chavez St Austin TX 78701 Food for 2017 Conference 326199 Freeman Audio Visual PO Box 650519 Dallas TX 752650519 Audio Visual for 2017 Conference 124919 Hilton Austin Convention Center 500 East 4th St Austin TX 78701 Host of 2017 Conference 121316 Consulting Management Innovators 6301 Ranch Drive Little Rock AR 72223 Management Services 114423 5 450270 450270 Annual Conference 519100 1440925 1440925 Membership Dues 519100 1166615 1166615 Training and Workshops 519100 73950 73950 Career Center Website 519100 65427 65427 2746917 1688 1688 39816 39816 19058 10308 8750 8750 Other Revenue 900099 9188 9188 9188 3256629 2681490 65427 59442 2018951 33331 57870 1383 2042 57905 898699 7741 30532 Unrelated Business Inco 4011 Fundraising 114457 Bank and Credit Card Fe 56641 Public Relations 53623 183518 3520704 862083 827691 305987 140191 40061 66442 42690 55612 1052 1052 0 0 16500 97555 1267321 1187491 97655 332639 1165926 973680 1263581 1306319 X -28010 -126078 31750 7250 3740 -118828 1267321 1187491 -264075 141507 0 X 1 X 0 1 0 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, 2017 and 2016, 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, 2017, CMSA is no longer subject to income tax examinations for years prior to 2014. Fraser Imagineers Over 35% owned by Kathleen Fraser 1637548 Management Fees 1 Consulting Management Innovators Over 35% owned by Cheri Latimer, former board member & executive director 114423 Management fees earned during 2016 1 X Advertising Booth Space 1 30072 Fair market value 0 0 0 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 six classes of members: Case Manager Members, Associate Members, Student Members, Company Members, and Lifetime 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.