Case Management Society of America… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

AMY BLACK

Phone

6154320101

Tax Period

2023-01-01 to 2023-12-31

Case Management Society of America Inc, founded in 1990, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Expenses of $2.2M left a modest 6% surplus.

Mission

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.

Program Service Accomplishments

Program 1

Revenue: $603,248

Conference, seminars, and collaborative meetings: provide members with opportunities for education, training, and networking and apprise them of the latest trends and anticipated future direction of...

Program 2

Revenue: $898,443

Member communications: periodic informational publications provide information of interest on the latest trends in and issues affecting the medical case management community.

Program 3

Revenue: $266,342

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,300,364

Investment Income $4,109

Other Revenue $15,240

TOTAL REVENUE $2,319,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,190,157

TOTAL EXPENSES $2,190,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,319,713	$2,377,447	0.0%
Expenses	$2,190,157	$2,227,120	0.0%
Net Income	$129,556	$150,327	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melanie Prince	Imm.Past President(THRU 06/23)	2.0	Officer Director	$0	$0	$0
Colleen Morley	President	2.0	Officer Director	$0	$0	$0
Janet Coulter	Pres-Elect (EFF.06/2023)	2.0	Officer Director	$0	$0	$0
Paul Borja	SECRETARY (EFF.06/2023)	2.0	Director	$0	$0	$0
Jenny Quigley-Stickney	Director/Treasurer	2.0	Director	$0	$0	$0
Raine Arndt-Couch	Member-at-large	2.0	Director	$0	$0	$0
Nadine Carter	Secretary/CPC Rep	2.0	Officer Director	$0	$0	$0
Laura Ostrowsky	Director	2.0	Director	$0	$0	$0
Vivian Greenway	CPC Rep/Director	2.0	Director	$0	$0	$0
Jody Luttrell	Director	2.0	Director	$0	$0	$0
Patricia Noonan	Treasurer	2.0	Officer Director	$0	$0	$0
Mark Evans	Director	2.0	Director	$0	$0	$0
Samantha Walker	Director	2.0	Director	$0	$0	$0
Kathy Parry	Director	2.0	Director	$0	$0	$0
Amy Black	Executive Director	38.0	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$2,319,713	$2,190,157	$708,688	$129,556
2022	$2,377,447	$2,227,120	$713,844	$150,327
2021	$2,063,607	$1,382,644	$750,552	$680,963
2020	$1,795,237	$2,188,485	$194,238	$-393,248
2019	$3,341,124	$3,449,459	$950,511	$-108,335
2018	$3,432,889	$3,793,592	$881,293	$-360,703

Case Management Society of America Inc