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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-0829511

CASE MANAGEMENT SOCIETY OF AMERICA INC

Also known as CMS OF CENTRAL ARIZONA

Tax-exempt · PHOENIX, AZ 85082

Financials

$25K$32K2023−$22K$34K2024$13K$21K2025
Revenue Expenses · by fiscal year end
Financials of CASE MANAGEMENT SOCIETY OF AMERICA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$12,657$20,876-$8,219$78,877–$78,877
December 31, 2024990-EZ-$22,270$34,023-$56,293$87,096–$87,096
December 31, 2023990-EZ$24,591$31,745-$7,154$155,007–$155,007
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$1,265
Investment income
$16
Net income from fundraising events
$11,376

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$10,998
Printing, publications and postage
$1,362
Other expenses
$8,516

Balance sheet and other

Total assets, start of year
$87,096
Total assets, end of year
$78,877
Total liabilities, end of year
–
Net assets, end of year
$78,877
Cash, savings and investments
$78,877
Gross receipts
$97,636

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.

NameTitleHours / weekCompensation
Jean LlamasPRESIDENT0.5$0
James R NelsonTREASURER0.5$0
Sally ArnoldEXECUTIVE DIRECTOR0.5$0
Kerry HalcombPAST PRESIDENT0.5$0
Debra BelitterMEMBER AT LARGE0.5$0
Sakina CrowderMEMBER AT LARGE0.5$0
Catherine NowakMEMBER AT LARGE0.5$0
990-EZ for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
Kerry HalcombPRESIDENT0.5$0
James R NelsonTREASURER0.5$0
Rosemary ConklinSECRETARY0.5$0
Sally ArnoldEXECUTIVE DIRECTOR0.5$0
Lolita TramelMEMBER AT LARGE0.5$0
Ligia Ilea-NallikMEMBER AT LARGE0.5$0
Debra BelliterPAST PRESIDENT0.5$0
Sakina CrowderMEMBER AT LARGE0.5$0
Jean LlamasMEMBER AT LARGE0.5$0
Catherine NowakMEMBER AT LARGE0.5$0
990-EZ for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
Kerry HalcombPRESIDENT0$0
James R NelsonTREASURER0$0
Rosemary ConklinSECRETARY0$0
Sally ArnoldEXECUTIVE DIRECTOR0$0
Lolita TramelMEMBER AT LARGE0$0
Ligia Ilea-NallikMEMBER AT LARGE0$0
Bob ManciniMEMBER AT LARGE0$0
Debra BelliterMEMBER AT LARGE0$0

Address and contacts

Address (IRS master file)
PO BOX 64041, PHOENIX, AZ 85082-4041
In care of
% JAMES NELSON
Signed the 990-EZ
JAMES R NELSON, TREASURER
Phone
(480) 888-6868
Website
CMSAAZ.COM
Return prepared by
Brock Tax & Accounting Company

Mission

SUPPORT DEVELOPMENT OF CASE MGMT PROFESSIONALS

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Support Development of Case Management Professionals

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for CASE MANAGEMENT SOCIETY OF AMERICA INC

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
86-0829511
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
Assets (IRS master file)
$78,877
Income (IRS master file)
$97,636

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$12,657$20,876$78,877XML
990-EZDecember 2024-$22,270$34,023$87,096XML
990-EZDecember 2023$24,591$31,745$155,007XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 86-0829511).

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 86-0829511.
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 are the officers and directors of CASE MANAGEMENT SOCIETY OF AMERICA INC?
The 990-EZ for the year ended December 31, 2025 lists 7 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 $12,657, expenses of $20,876 and total assets of $78,877 at year end.

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