Civic Intelligence

Higher Education Case Managers Association Hecma

EIN 46-1258513 • 501(c)3 • Athens, GA

Profile

Organization formed to provide members with professional identity and resources to advance best practices, knowledge and research in order to promote and enhance the well-being of campus communities.

325 Tate Student CenterAthens, GA 30602

www.hecma.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

3.5%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

4.0%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

-1.3%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$140,648

Up $5,467 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$140,648

Up $5,467 (+4.0%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin54th percentile

Revenue

Down

$258,354

Down $3,517 (-1.3%) from 2023

Expenses

Down

$249,267

Down $9,768 (-3.8%) from 2023

Net Income

Up

$9,087

Up $6,251 (+220%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2016: $44,300Net Assets 2016: $44,3002016Assets 2017: $61,835Net Assets 2017: $61,8352017Assets 2018: $49,191Net Assets 2018: $49,1912018Assets 2019: $47,605Liabilities 2019: $02019Assets 2020: $60,546Liabilities 2020: $0Net Assets 2020: $60,5462020Assets 2021: $79,914Liabilities 2021: $02021Assets 2022: $138,356Liabilities 2022: $0Net Assets 2022: $138,3562022Assets 2023: $135,181Liabilities 2023: $0Net Assets 2023: $135,1812023Assets 2024: $140,648Liabilities 2024: $0Net Assets 2024: $140,6482024

Highlighted filing

2024

Assets$140,648
Liabilities$0
Net Assets$140,648
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $28,442Expenses 2016: $9,060Net Income 2016: $19,3822016Revenue 2017: $84,759Expenses 2017: $67,224Net Income 2017: $17,5352017Revenue 2018: $85,677Expenses 2018: $98,321Net Income 2018: -$12,6442018Revenue 2019: $130,250Expenses 2019: $131,837Net Income 2019: -$1,5872019Revenue 2020: $25,889Expenses 2020: $12,948Net Income 2020: $12,9412020Revenue 2021: $73,020Expenses 2021: $53,651Net Income 2021: $19,3692021Revenue 2022: $223,446Expenses 2022: $164,895Net Income 2022: $58,5512022Revenue 2023: $261,871Expenses 2023: $259,035Net Income 2023: $2,8362023Revenue 2024: $258,354Expenses 2024: $249,267Net Income 2024: $9,0872024

Highlighted filing

2024

Revenue$258,354
Expenses$249,267
Net Income$9,087
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$140,648
Liabilities
$0
Net assets
$140,648
Revenue
$258,354
Expenses
$249,267
Net income
$9,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$2.58$2.49$0.09
2023Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$2.62$2.59$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$2.23$1.65$0.59
2021Summary only. Only limited summary data is available for this year.$0.80$0.00$0.73$0.54$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.26$0.13$0.13
2019Summary only. Only limited summary data is available for this year.$0.48$0.00$1.30$1.32$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$0.86$0.98$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.62$0.85$0.67$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.44$0.28$0.09$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$258,354
Mission and Program Overview

Mission

Organization formed to provide members with professional identity and resources to advance best practice, knowledge and research in order to promote and enhance the well-being of campus communities.

Provide members with professional identity resources to advance best practices knowledge research to enhance wellbeing of campus cmty

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$135,181$140,648▲ $5,467
Cash and Non-Interest-Bearing Accounts$105,612$114,676▲ $9,064
Savings and Temporary Cash Investments$25,669$25,672▲ $3
Accounts Receivable$3,900$300▼ $3,600
Total Assets$135,181$140,648▲ $5,467
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$135,181$140,648▲ $5,467
Total Net Assets Fund Balance$135,181$140,648▲ $5,467
Total Liabilities and Net Assets / Fund Balance$135,181$140,648▲ $5,467
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Shannon Farquhar-caddellVP Finance Chair
Anthony ChambersVPConference Chair
Alicia TalbirdPresident
Louanna ArterburnClin Case Mgr At Large
Katie RamosClinical Case Mgr
Stephanie ThompsonDiversity Equity
Miguel ArellanoMktg Communications
Caitlyn HurleyNonClinical Case Mgr
Revenue and Support

Revenue Composition

Contributions and Grants
$80,158
Program Service Revenue
$178,186
Investment Income
$10
Other Revenue
$0
All Other Contributions
$4,500
Change in Net Assets
$9,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$249,267
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$196,621--$196,621
Information Technology$16,265--$16,265
Travel$6,697$9,532-$16,229
Advertising$7,176--$7,176
Office Expenses$551$3,283-$3,834
Fees for Services Accounting-$1,360-$1,360
Other Expenses$7,485$297-$297
Total Functional Expenses$234,795$14,472$0$249,267
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Form was sent to all officers and directors via email”

Part VI Line 11B

“for review prior to filing.”

Part VI Line 18

“www.guidestar.org”

Part VI Line 19

“www.hecma.org”

Filing and Contact Details

Filer

Filer Name
Higher Education Case Managers Association
EIN
46-1258513
In Care Of
% Shannon Farquhar-Caddell
Phone
9122222677
Address
325 Tate Student Center, Athens, GA 30602
Doing Business As
Hecma

Signing Officer

Name
Shannon Farquhar-caddell
Title
VP Finance Chair
Phone
5402313787
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alicia Talbird
Formed
2013
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Doreen Carter CPA Pllc
Address
5317 HIGHGATE DRIVE SUITE 113, DURHAM, NC 27713
Preparer
Doreen Carter
Phone
9193990829
Raw XML Appendix337 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0135181
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140648
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0196621
IRS990/TotalProgramServiceRevenueAmt0178186
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0178196
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0258354
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0135181
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140648
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt09532
IRS990/TravelGrp/ProgramServicesAmt06697
IRS990/TravelGrp/TotalAmt016229
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0325 Tate Student Center
IRS990/USAddress/CityNm0Athens
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030602
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.hecma.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON FARQUHAR-CADDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum05402313787
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Higher Education Case Managers Association
ReturnHeader/Filer/BusinessNameControlTxt0HIGH
ReturnHeader/Filer/EIN0461258513
ReturnHeader/Filer/InCareOfNm0% Shannon Farquhar-Caddell
ReturnHeader/Filer/PhoneNum09122222677
ReturnHeader/Filer/USAddress/AddressLine1Txt0325 Tate Student Center
ReturnHeader/Filer/USAddress/CityNm0Athens
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823254672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOREEN CARTER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05317 HIGHGATE DRIVE SUITE 113
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027713
ReturnHeader/PreparerPersonGrp/PhoneNum09193990829
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOREEN CARTER
ReturnHeader/ReturnTs02025-11-17T10:41:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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