Commission on Case Manager Certification

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To advocate for professional Case management excellence.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-4029710) · Dispute this line
501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 50 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $197K a year · 3% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$4K
to officers and key staff · 0.07% of spending
Pay to officers and key staff is 0.07% of spending.
Part VII, Section A
1.1 mo
of spending, in cash
Plus $5.5M in investments, Pt X · Ln 11–13
1.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$755K
12% of total assets
Liabilities are 12% of assets.
Pt X · Ln 26
Independent board members
14
of 14 voting members
14 of 14 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$6.0M
+2% vs prior year
Spent
$6.1M
Net assets
$5.5M
By yearFY2020–FY2025
Revenue
$6.0M
FY2025▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.3M
FY2021$5.9M
FY2022$5.3M
FY2023$5.7M
FY2024$5.9M
FY2025$6.0M
Expenses
$6.1M
FY2025▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.3M
FY2021$5.1M
FY2022$5.1M
FY2023$5.3M
FY2024$5.9M
FY2025$6.1M
Net assets
$5.5M
FY2025▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.8M
FY2021$5.1M
FY2022$4.7M
FY2023$5.1M
FY2024$5.4M
FY2025$5.5M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

14 people listed on the 990; $4K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Immediate Past-Chair
$300Pt VII · Sec A
$300Pt VII · Sec A
Commissioner
$300Pt VII · Sec A
Treasurer
$300Pt VII · Sec A
$300Pt VII · Sec A
Commissioner
$300Pt VII · Sec A
Chair-Elect
$300Pt VII · Sec A
Commissioner
$300Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Ed Quick$300$350$250$250$250$250
Patricia Nunez$300$350$250—$250—
Kendra Greene$300$350$250$250——
Anne Mercer$300$350$250$250$250$250
Michelle Baker$300$350$250$250$250$250
Lisa Cook Bayer$300$350$250$250——
Rebecca Fisco$300$350————
R Keith Franklin$300$350————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Commission on Case Manager Certification executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes professional case management excellence through advocacy.

Questions for Commission on Case Manager Certification

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1 program · in their own filed words · FY2024
01

Certification Program Services

In furtherance of the aforementioned purpose, to have the power to promote the certification of professional individuals within the fields of case management and disability management through the adoption of the standards and credentials, employment experience, examination and professional ethics; to promote the acceptance of the…

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-4029710) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$6.0M
Ln 12
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$172K
Money outPt IX
$6.1M
Ln 25
Owns and owesPt X
$5.5M
net assets · Ln 32
Cash and savingsLn 1–2$587K
Total assetsLn 16$6.3M
LiabilitiesLn 26$755K
PeoplePt VI, VII
14
listed · VII A
PaidVII A14
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$172K
Gains on assetsLn 7$26K
Total revenueLn 12$6.0M
Assets in detailPt X, end of year
CashLn 1$587K
Cash and savings togetherLn 1–2$587K
Prepaid expenses and deferred chargesLn 9$42K
Land, buildings, equipmentLn 10c$56K
InvestmentsLn 11–13$5.5M
Other assetsLn 15$122K
Total assetsLn 16$6.3M
LiabilitiesLn 26$755K
Net assetsLn 32$5.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$692K$587K
InvestmentsLn 11–13$5.2M$5.5M
Land, buildings, equipmentLn 10c$41K$56K
Total assetsLn 16$6.1M$6.3M
LiabilitiesLn 26$745K$755K
Net assetsLn 32$5.4M$5.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$4K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$3.3M
Legal feesLn 11b$121K
Accounting feesLn 11c$15K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$22K
Other fees for servicesLn 11g$150K
Advertising and promotionLn 12$1.0M
Office expensesLn 13$29K
Information technologyLn 14$43K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$181K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$56K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$41K
InsuranceLn 23$32K
Other expenses (24a–d)Ln 24$1.1M
Total functional expensesLn 25$6.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Feb 9, 2026 $6.0M$6.1M−$111K$5.5M 990 PDF
FY2024Filed with the IRS Feb 27, 2025 $5.9M$5.9M−$20K$5.4M 990 PDF
FY2023Filed with the IRS Mar 27, 2024 $5.7M$5.3M$350K$5.1M 990 PDF
FY2022Filed with the IRS May 15, 2023 $5.3M$5.1M$189K$4.7M 990 PDF
FY2021Filed with the IRS Apr 28, 2022 $5.9M$5.1M$831K$5.1M 990 PDF
FY2020Filed with the IRS Mar 29, 2021 $5.3M$5.3M−$58K$3.8M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $6,015,681 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $19,373$0
I-9 Program service revenuePrior year $5,747,076$5,843,848
I-10 Investment incomePrior year $131,737$171,833
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,898,186$6,015,681
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,600$4,200
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,912,866$6,122,081
I-18 Total expensesPrior year $5,918,466$6,126,281
I-19 Revenue less expensesPrior year −$20,280−$110,600
Part VI · Governance 14 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $6,015,681 across 8 lines filed
Lines not itemized here account for $11,288 of total revenue; see the IRS return.
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,832,560$5,832,560
VIII-3 Investment incomeExcluded from tax $145,543$145,543
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $26,290$26,290
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $5,843,848 · Unrelated business $0 · Excluded from tax $171,833$6,015,681
Part IX · Statement of functional expenses $6,126,281 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$4,200
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$3,268,440
IX-11b Legal fees$121,417
IX-11c Accounting fees$15,200
IX-11d Lobbying fees$0
IX-11f Investment management fees$21,630
IX-11g Other fees for services$149,800
IX-12 Advertising and promotion$1,025,400
IX-13 Office expenses$28,678
IX-14 Information technology$43,282
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$180,542
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$55,943
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$41,329
IX-23 Insurance$32,308
IX-24 Other expenses (24a–d)$1,138,112
IX-25 Total functional expenses$6,126,281
Part X · Balance sheet $6,299,089 assets, 30 lines filed
X-1 Cash, non-interest-bearingStart of year $691,936$586,807
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $8,300$0
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $33,316$41,841
X-10c Land, buildings and equipment, netStart of year $41,329$56,027
X-11 Publicly traded securitiesStart of year $5,241,511$5,492,066
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $108,057$122,348
X-16 Total assetsStart of year $6,124,449$6,299,089
X-17 Accounts payable and accrued expensesStart of year $231,432$251,475
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $513,443$503,288
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $744,875$754,763
X-27 Net assets without donor restrictionsStart of year $5,362,787$5,530,119
X-28 Net assets with donor restrictionsStart of year $16,787$14,207
X-32 Total net assets or fund balancesStart of year $5,379,574$5,544,326
X-33 Total liabilities and net assetsStart of year $6,124,449$6,299,089
Part XI · Reconciliation of net assets $5,544,326 net assets at year end
XI-1 Total revenue$6,015,681
XI-2 Total expenses$6,126,281
XI-3 Revenue less expenses−$110,600
XI-4 Net assets at start of year$5,379,574
XI-5 Net unrealized gains (losses) on investments$275,352
XI-10 Net assets at end of year$5,544,326

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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