Nonprofit · EIN 27-2321384
SMH CASE MANAGEMENT
Tax-exempt (reinstated) · UNIONDALE, NY 11553
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,770,317 | $5,573,073 | -$1,802,756 | $2,016,838 | $9,749,918 | -$7,733,080 |
| December 31, 2023 | 990 | $3,854,661 | $5,803,388 | -$1,948,727 | $1,692,110 | $7,622,434 | -$5,930,324 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $123,500
- Program service revenue
- $3,637,098
- Investment income
- $0
- Other revenue
- $9,719
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $3,085,172
- Salaries, compensation and benefits (total)
- $4,975,594
- Professional fundraising fees
- $0
- Legal fees
- $7,030
- Accounting fees
- $11,165
- Occupancy
- $215,176
- Travel
- $26,798
- Program services (functional)
- $4,816,436
- Management and general (functional)
- $756,637
Balance sheet and other
- Total assets, start of year
- $1,692,110
- Total assets, end of year
- $2,016,838
- Total liabilities, end of year
- $9,749,918
- Net assets, end of year
- -$7,733,080
- Net assets without donor restrictions
- -$7,823,080
- Net assets with donor restrictions
- $90,000
- Gross receipts
- $3,770,317
- Employees
- 49
- Volunteers
- 2
- Year formed
- 2010
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Edwin F Simpser MD | President & CEO Trustee or director, Officer | 1 | $0 | $935,816 | $84,043 |
| William L Mead | COO/CFO Officer | 1 | $0 | $614,355 | $67,850 |
| Carla Cangemi | VP/CMO Officer | 1 | $0 | $503,385 | $52,993 |
| Sean Lally | VP FOUNDATION Officer | 1 | $0 | $464,872 | $63,406 |
| Adam Waxer | GENERAL COUNCEL Officer | 1 | $0 | $362,878 | $65,225 |
| Patricia Hackenjos | VP OF HR Officer | 1 | $0 | $326,028 | $74,199 |
| Steven Polinsky | CIO Officer | 1 | $0 | $318,787 | $54,683 |
| Ebbony Mcphatter | PROG. DIRECTOR | 37.5 | $123,134 | $0 | $24,707 |
| Cindy Johnson | CHAIRPERSON Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| Samuel R Karetsky | SECY/TREASUER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Edwin F Simpser MD | President & CEO Trustee or director, Officer | 1 | $0 | $966,595 | $74,822 |
| William L Mead | COO/CFO Officer | 1 | $0 | $597,001 | $58,681 |
| Carla Cangemi | VP/CMO Officer | 1 | $0 | $458,385 | $45,122 |
| Sean Lally | VP FOUNDATION Officer | 1 | $0 | $407,948 | $55,070 |
| Adam Waxer | GENERAL COUNCEL Officer | 1 | $0 | $345,078 | $56,001 |
| Patricia Hackenjos | VP OF HR Officer | 1 | $0 | $300,678 | $61,739 |
| Steven Polinsky | CIO Officer | 1 | $0 | $304,448 | $42,506 |
| Ebbony Mcphatter | PROG. DIRECTOR | 37.5 | $120,915 | $0 | $20,130 |
| Cindy Johnson | CHAIRPERSON Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| Samuel R Karetsky | SECY/TREASUER Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 EARLE OVINGTON BLVD STE 600, UNIONDALE, NY 11553-3622
- Principal officer (990 for 2024)
- SEAN LALLY
- Signed the 990
- SEAN LALLY, President & CEO
- Phone
- (718) 281-8777
- Website
- WWW.STMARYSKIDS.ORG
- Return prepared by
- St Marys Hospital for Children
Mission
SMH Case Management, Inc. helps patients and families navigate the challenges of caring for a loved one at home by assisting families in accessing a full range of resources and programs within the community. Skilled case managers coordinate an array of services including securing private duty nursing, attending school meetings, coordinating multiple therapies, working with regulatory agencies, working with contractors on environmental modifications to the home, and providing support to the patients family.
Program accomplishments
- Case management services are provided to health home eligible children. Health home case managers coordinate patient services and promote access to resources that help to improve health outcomes, reduce preventable hospitalization and ER visits and avoid unnecessary care for Medicaid members.Expenses $4,816,436 · revenue $3,637,098
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2321384
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E21)
- Assets (IRS master file)
- $2,016,838
- Income (IRS master file)
- $3,770,317
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- December 19, 2015
- Reinstated
- Effective August 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,770,317 | $5,573,073 | $2,016,838 | XML |
| 990 | December 2023 | $3,854,661 | $5,803,388 | $1,692,110 | XML |
| 990 | December 2022 | $3,909,860 | $5,286,919 | $2,137,370 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2321384).
Questions about SMH CASE MANAGEMENT
- What is the EIN of SMH CASE MANAGEMENT?
- The employer identification number (EIN) of SMH CASE MANAGEMENT is 27-2321384.
- Is SMH CASE MANAGEMENT tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective August 15, 2015.
- Are donations to SMH CASE MANAGEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SMH CASE MANAGEMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SMH CASE MANAGEMENT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMH CASE MANAGEMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SMH CASE MANAGEMENT?
- The 990 for the year ended December 31, 2024 names SEAN LALLY.
- Who are the officers and directors of SMH CASE MANAGEMENT?
- The 990 for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization.
- How much revenue does SMH CASE MANAGEMENT have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,770,317, expenses of $5,573,073 and total assets of $2,016,838 at year end.
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- DOITFORDANE EIN 99-0393907 · last filed 990-N for 2025
- ST MARYS HEALTHCARE SYSTEM FOR CHILDREN INC EIN 11-3574493 · last filed 990 for 2024
- MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION EIN 31-1611837 · last filed 990 for 2025
- DENTCARE DELIVERY SYSTEMS INC EIN 11-2480692 · last filed 990 for 2025
- LUFTHANSA GERMAN AIRLINES LONG TERM DISABILITY BENEFITS PL TR EIN 11-2614325 · last filed 990 for 2024