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Finance

Keep your chapter's Finances intact.

Filing Taxes

Financial Reports

Chapter Register Template

Treasurer Duties

Frequently Asked Questions

What is included in the Chapter Financials?
  • January and December Bank Statement
  • Tax filing (990n postcard, 990ez, 990)
  • Annual Financial Reports (Detailed Register for the previous year & proposed budget for current year)
  • Proof of two-year filling (if due for that year)
When are the Chapter Financials due?

No later than May 15th of each year

When National runs a membership promotion, do we still receive the total amount of chapter dues?

Yes. National promotions will not deduct anything from the local chapter dues

When do we receive chapter dues from National?

You will receive your local chapter dues no later than the 15th of each month. You will receive an invoice notification from Bill.com.

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Case Management Society of America
5034A Thoroughbred Lane
Brentwood, TN 37027