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Governance Register
US nonprofit · EIN 272321384 · Uniondale, NYiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 272321384) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Exemption status IRS Automatic Revocation of Exemption List (posted to 13 October 2026).Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data
Exemption reinstated on 15 August 2015. The IRS had automatically revoked it on 15 May 2013 (after three years without a return). Source: IRS Automatic Revocation of Exemption List, posted to 13 October 2026.

SMH Case Management's network

3 people5 organisationsi3 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Cindy Johnson ChairChairperson2018
8 yrs
Edwin F Simpser MDPresident & CEO2018
8 yrs
Samuel R KaretskySecy/Treasuer2018
8 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

9 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Adam WaxerGeneral Counselsince 2018
Carla CangemiVP/CMOsince 2023
Kenneth M Kupetskythr 0718CIO2018
Nancy SpellerProg. Director2018
Patricia HackenjosVP of HRsince 2023
Sean LallyVP Foundationsince 2023
Steven PolinskyCIOsince 2019
Steven Polinsky Frm 0718CIO2018
William L MeadCOO/CFOsince 2018

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Ebbony McphatterProg. Director37.5$123k$25k
Edwin F Simpser MDPresident & CEO1$0$936k$84k
William L MeadCOO/CFO1$0$614k$68k
Carla CangemiVP/CMO1$0$503k$53k
Sean LallyVP Foundation1$0$465k$63k
Adam WaxerGeneral Councel1$0$363k$65k
Patricia HackenjosVP of HR1$0$326k$74k
Steven PolinskyCIO1$0$319k$55k
Cindy JohnsonChairperson1.5$0
Samuel R KaretskySecy/Treasuer1$0

About

Legal name
SMH Case Management
EIN
272321384
Address
333 Earle Ovington Blvd Ste 600, Uniondale, NY, 11553-3622
State
New York
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... (as filed on the Form 990)
Activity (NTEE)
E21 Health care
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Health Care
Size band
6 (IRS master file code)
Formed
2010
Principal officer
Sean Lally (as named on the Form 990)
IRS ruling date
1 December 2015
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥8years on the filingsCindy Johnson
≥8years on the filingsEdwin F Simpser MD
≥8years on the filingsSamuel R Karetsky

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$2m
Total liabilities
$9.7m
Net assets or fund balances
Minus $7.7m
Contributions and grants received
$124k
Program service revenue
$3.6m
Employees
49
Volunteers
2

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$3.8m$5.6mDeficit $1.8m

As filed on the IRS Form 990. US dollars.

State registration

1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
Smh Case Management, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: New York Department of State, active corporations (data.ny.gov n9v6-gdp6). Licence: New York open data terms of use. Data last fetched 18 October 2026.
State
New York
Entity type
Domestic Not-For-Profit Corporation
Status
Active
Formed
1 April 2010
Registered agent
Not stated