Commission on Case Manager Certification FY2023 filing

Not tax-deductible

Mount Laurel, NJ501(c)(6)Since 1995EIN 36-4029710

To advocate for professional case management excellence.

$4K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Worth a look: 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
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$798K
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.7M
+7% vs prior year
Spent
$5.3M
Net assets
$5.1M
By yearFY2020–FY2025
Revenue
$5.7M
FY2023▲ +7%
Revenue by fiscal year
FY2020$5.3M
FY2021$5.9M
FY2022$5.3M
FY2023$5.7M
FY2024$5.9M
FY2025$6.0M
Expenses
$5.3M
FY2023▲ +4%
Expenses by fiscal year
FY2020$5.3M
FY2021$5.1M
FY2022$5.1M
FY2023$5.3M
FY2024$5.9M
FY2025$6.1M
Net assets
$5.1M
FY2023▲ +10%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

17 people listed on the 990; $4K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$250Pt VII · Sec A
Chair-Elect
$250Pt VII · Sec A
Immediate Past-Chair
$250Pt VII · Sec A
$250Pt VII · Sec A
Treasurer
$250Pt VII · Sec A
Commissioner
$250Pt VII · Sec A
Commissioner
$250Pt VII · Sec A
Commissioner
$250Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Ed Quick$300$350————
Patricia Nunez$300$350————
Kendra Greene$300$350————
Anne Mercer$300$350————
Michelle Baker$300$350————
Lisa Cook Bayer$300$350————
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.

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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.

Provided by the organization

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1 program service, described in the organization's own filed words · FY2022.
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…

Pt IX · col B

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By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$5.7M
Ln 12
Fees for servicesLn 2g$5.6M
Investment incomeLn 3$101K
Money outPt IX
$5.3M
Ln 25
Owns and owesPt X
$5.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$5.9M
LiabilitiesLn 26$798K
PeoplePt VI, VII
17
listed · VII A
PaidVII A15
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$5.6M
Investment incomeLn 3$101K
Gains on assetsLn 7$14K
Total revenueLn 12$5.7M
Assets in detailPt X, end of year
CashLn 1$1.4M
SavingsLn 2$535K
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$3.7M
Land, buildings, equipmentLn 10c$91K
Other assetsLn 15$82K
Total assetsLn 16$5.9M
LiabilitiesLn 26$798K
Net assetsLn 32$5.1M
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 FY23End FY23
Cash and savingsLn 1–2$1.6M$1.9M
InvestmentsLn 11–13$3.6M$3.7M
Land, buildings, equipmentLn 10c$141K$91K
Total assetsLn 16$5.4M$5.9M
LiabilitiesLn 26$748K$798K
Net assetsLn 32$4.7M$5.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$6K
Management feesLn 11a$3.0M
Legal feesLn 11b$72K
Investment management feesLn 11f$17K
Other fees for servicesLn 11g$117K
Advertising and promotionLn 12$833K
Office expensesLn 13$40K
Information technologyLn 14$63K
TravelLn 17$187K
Conferences, conventions and meetingsLn 19$34K
Depreciation, depletion and amortizationLn 22$50K
InsuranceLn 23$29K
Other expenses (24a–d)Ln 24$906K
Total functional expensesLn 25$5.3M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $6.0M$6.1M−$111K$5.5M 990 PDF
FY2024 $5.9M$5.9M−$20K$5.4M 990 PDF
FY2023 Viewing $5.7M$5.3M$350K$5.1M 990 PDF
FY2022 $5.3M$5.1M$189K$4.7M 990 PDF
FY2021 $5.9M$5.1M$831K$5.1M 990 PDF
FY2020 $5.3M$5.3M−$58K$3.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $5,666,506 across 4 lines filed
Lines not itemized here account for $14,981 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,550,551$5,550,551
VIII-3 Investment incomeExcluded from tax $87,006$87,006
VIII-7 Net gain or loss on sales of assetsExcluded from tax $13,968$13,968
VIII-12 Total revenueRelated to mission $5,565,532 · Unrelated business $0 · Excluded from tax $100,974$5,666,506
Part IX · Statement of functional expenses $5,316,461 across 13 lines filed
IX-5 Pay of current officers, directors and key staff$5,950
IX-11a Management fees$2,963,327
IX-11b Legal fees$71,688
IX-11f Investment management fees$17,225
IX-11g Other fees for services$116,990
IX-12 Advertising and promotion$833,100
IX-13 Office expenses$39,548
IX-14 Information technology$63,231
IX-17 Travel$187,027
IX-19 Conferences, conventions and meetings$34,142
IX-22 Depreciation, depletion and amortization$49,595
IX-23 Insurance$28,538
IX-24 Other expenses (24a–d)$906,100
IX-25 Total functional expenses$5,316,461
Part X · Balance sheet $5,945,259 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,116,083$1,395,487
X-2 Savings and temporary cash investmentsStart of year $500,148$535,179
X-4 Accounts receivable$61,574
X-9 Prepaid expenses and deferred chargesStart of year $31,859$36,080
X-10c Land, buildings and equipment, netStart of year $140,519$90,924
X-11 Publicly traded securitiesStart of year $3,570,563$3,743,661
X-15 Other assetsStart of year $64,751$82,354
X-16 Total assetsStart of year $5,423,923$5,945,259
X-17 Accounts payable and accrued expensesStart of year $255,982$312,162
X-19 Deferred revenueStart of year $492,392$485,482
X-26 Total liabilitiesStart of year $748,374$797,644
X-27 Net assets without donor restrictionsStart of year $4,675,549$5,147,615
X-32 Total net assets or fund balancesStart of year $4,675,549$5,147,615
X-33 Total liabilities and net assetsStart of year $5,423,923$5,945,259
Part XI · Reconciliation of net assets $5,147,615 net assets at year end
XI-1 Total revenue$5,666,506
XI-2 Total expenses$5,316,461
XI-3 Revenue less expenses$350,045
XI-4 Net assets at start of year$4,675,549
XI-5 Net unrealized gains (losses) on investments$122,021
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,147,615

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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