Nonprofit · EIN 83-0505533
CASE MANAGEMENT SOCIETY OF AMERICA INC
Also known as CMSA EASTERN OKLAHOMA
Tax-exempt · TULSA, OK 74153
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $187,009 | $145,445 | $41,564 | $143,460 | – | $143,460 |
| December 31, 2024 | 990-EZ | $114,103 | $99,638 | $14,465 | $101,896 | – | $101,896 |
| December 31, 2023 | 990-EZ | $65,785 | $44,884 | $20,901 | $87,431 | – | $87,431 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $128,104
- Membership dues
- $8,182
- Investment income
- $1,408
- Net income from fundraising events
- $49,315
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $23,230
- Occupancy
- $1,814
- Printing, publications and postage
- $7,764
- Other expenses
- $112,637
Balance sheet and other
- Total assets, start of year
- $101,896
- Total assets, end of year
- $143,460
- Total liabilities, end of year
- –
- Net assets, end of year
- $143,460
- Cash, savings and investments
- $143,460
- Gross receipts
- $196,558
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Oard | Treasurer | 2 | $0 |
| Cathy Young | Director | 2 | $0 |
| Alicia Conner-Todd | Secretary | 2 | $0 |
| Kathy King | Director | 2 | $0 |
| Vickie Macias | President | 2 | $0 |
| Weston Graff | Director | 2 | $0 |
| Pamela Lyon | President Elect | 2 | $0 |
| Sara Forest | Director | 2 | $0 |
| Roxy Bailey | Director | 2 | $0 |
| Spring Morrow | Director | 2 | $0 |
| LaTrice Davis-Thomas | Director | 2 | $0 |
| Charlie Redding | Past- President | 2 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Oard | Treasurer | 2 | $0 |
| Cathy Young | Director | 2 | $0 |
| Alicia Conner-Todd | Secretary | 2 | $0 |
| Kathy King | Director | 2 | $0 |
| Vickie Macias | President | 2 | $0 |
| Weston Graff | Director | 2 | $0 |
| Pamela Lyon | President Elect | 2 | $0 |
| Sara Forest | Director | 2 | $0 |
| Roxy Bailey | Director | 2 | $0 |
| Spring Morrow | Director | 2 | $0 |
| LaTrice Davis-Thomas | Director | 2 | $0 |
| Charlie Redding | Past- President | 2 | $0 |
990-EZ for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cathy Young | Board Member | 2 | $0 |
| Alicia Conner-Todd | Secretary | 2 | $0 |
| Mary Dobbs | Past President | 2 | $0 |
| Kathy King | Board Member | 2 | $0 |
| Jennifer Oard | Board Member | 2 | $0 |
| Vickie Macias | President Elect | 2 | $0 |
| Weston Graff | Board Member | 2 | $0 |
| Bill Dunham | Treasurer | 2 | $0 |
| Pam Buffington | Board Member | 2 | $0 |
| Pamela Lyon | Board Member | 2 | $0 |
| Sara Forest | Ancilliary | 2 | $0 |
| Roxy Bailey | Ancilliary | 2 | $0 |
| Spring Morrow | Ancilliary | 2 | $0 |
| LaTrice Davis-Thomas | Board Member | 2 | $0 |
| Sara Bailey | Ancilliary | 2 | $0 |
| Holly McGraw | Ancilliary | 2 | $0 |
| Charlie Redding | President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 35766, TULSA, OK 74153-0766
- In care of
- % MARY DOBBS
- Mailing address (990-N for 2022)
- PO BOX 35766, TULSA OK 741530766
- Principal officer (990-N for 2022)
- Victoria McKenna, 12302 14th St, Jenks OK 74037
- Signed the 990-EZ
- Jennifer Oard, Treasurer
- Phone
- (918) 521-5595
- Website
- https://cmsa-easternok.org/
- Return prepared by
- Conklin Gilpin & Wertz PLLC
Mission
We provide educational opportunities, along with CEU's, for case management and health care professionals to exchange opinions and experience through discussion, study and publications.
Program accomplishments
- We provide educational opportunities, along with CEU's, for case management and health care professionals to exchange opinions and experience through discussion, study and publications.
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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 83-0505533
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3347: CASE MANAGEMENT SOCIETY OF AMERICA INC
- Assets (IRS master file)
- $143,460
- Income (IRS master file)
- $196,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $187,009 | $145,445 | $143,460 | XML |
| 990-EZ | December 2024 | $114,103 | $99,638 | $101,896 | XML |
| 990-EZ | December 2023 | $65,785 | $44,884 | $87,431 | XML |
| 990-N for 2022 Officer: Victoria McKenna | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Mary Dobbs | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Susan Haws | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 83-0505533).
Questions about CASE MANAGEMENT SOCIETY OF AMERICA INC
- What is the EIN of CASE MANAGEMENT SOCIETY OF AMERICA INC?
- The employer identification number (EIN) of CASE MANAGEMENT SOCIETY OF AMERICA INC is 83-0505533.
- Is CASE MANAGEMENT SOCIETY OF AMERICA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1993.
- Are donations to CASE MANAGEMENT SOCIETY OF AMERICA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CASE MANAGEMENT SOCIETY OF AMERICA INC 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 CASE MANAGEMENT SOCIETY OF AMERICA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASE MANAGEMENT SOCIETY OF AMERICA INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of CASE MANAGEMENT SOCIETY OF AMERICA INC?
- The 990-N for 2022 names Victoria McKenna.
- Who are the officers and directors of CASE MANAGEMENT SOCIETY OF AMERICA INC?
- The 990-EZ for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CASE MANAGEMENT SOCIETY OF AMERICA INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $187,009, expenses of $145,445 and total assets of $143,460 at year end.
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