Civic Intelligence

Excel Case Management Inc.

990 • Fiscal year 2019 • EIN 85-0462922

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

Organization ProfileN/A
PO Box 2839Farmington, NM 87401

(505) 324-8660

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.27x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.03x

Higher debt load relative to revenue than 45% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Source year 2019

Net Margin

65th percentile

6.6%

Higher net margin than 65% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$53,083

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2019 filings • NTEE P • $500k-$1M nonprofits • Source year 2019

Asset Growth

96th percentile

162%

Faster asset growth than 96% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

3.8%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$79,759

Up $49,357 (+162%) from 2018

Net Assets

Up

$58,162

Up $52,095 (+859%) from 2018

Liabilities

Down

$21,597

Down $2,738 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin65th percentile

Revenue

Up

$787,448

Up $28,575 (+3.8%) from 2018

Expenses

Down

$735,353

Down $60,124 (-7.6%) from 2018

Net Income

Up

$52,095

Up $88,699 (+242%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $126,194Liabilities 2010: $28,112Net Assets 2010: $98,0822010Assets 2011: $100,670Liabilities 2011: $41,290Net Assets 2011: $59,3802011Assets 2012: $111,064Liabilities 2012: $30,290Net Assets 2012: $80,7742012Assets 2013: $159,295Liabilities 2013: $37,336Net Assets 2013: $121,9592013Assets 2014: $159,347Liabilities 2014: $45,167Net Assets 2014: $114,1802014Assets 2015: $152,231Liabilities 2015: $30,447Net Assets 2015: $121,7842015Assets 2016: $111,033Liabilities 2016: $30,890Net Assets 2016: $80,1432016Assets 2017: $69,854Liabilities 2017: $27,183Net Assets 2017: $42,6712017Assets 2018: $30,402Liabilities 2018: $24,335Net Assets 2018: $6,0672018Assets 2019: $79,759Liabilities 2019: $21,597Net Assets 2019: $58,1622019Assets 2020: $205,870Liabilities 2020: $16,158Net Assets 2020: $189,7122020Assets 2021: $388,219Liabilities 2021: $17,077Net Assets 2021: $371,1422021Assets 2022: $596,010Liabilities 2022: $18,743Net Assets 2022: $577,2672022Assets 2023: $598,530Liabilities 2023: $19,031Net Assets 2023: $579,4992023Assets 2024: $689,006Liabilities 2024: $14,213Net Assets 2024: $674,7932024

Highlighted filing

2019

Assets$79,759
Liabilities$21,597
Net Assets$58,162
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $614,0922010Revenue 2011: $550,123Expenses 2011: $585,962Net Income 2011: -$35,8392011Revenue 2012: $564,398Expenses 2012: $543,004Net Income 2012: $21,3942012Revenue 2013: $616,097Expenses 2013: $574,912Net Income 2013: $41,1852013Revenue 2014: $763,761Expenses 2014: $771,540Net Income 2014: -$7,7792014Revenue 2015: $811,123Expenses 2015: $803,519Net Income 2015: $7,6042015Revenue 2016: $801,787Expenses 2016: $843,428Net Income 2016: -$41,6412016Revenue 2017: $768,410Expenses 2017: $805,882Net Income 2017: -$37,4722017Revenue 2018: $758,873Expenses 2018: $795,477Net Income 2018: -$36,6042018Revenue 2019: $787,448Expenses 2019: $735,353Net Income 2019: $52,0952019Revenue 2020: $900,516Expenses 2020: $768,966Net Income 2020: $131,5502020Revenue 2021: $1,011,989Expenses 2021: $830,570Net Income 2021: $181,4192021Revenue 2022: $1,243,424Expenses 2022: $1,037,299Net Income 2022: $206,1252022Revenue 2023: $1,189,625Expenses 2023: $1,187,393Net Income 2023: $2,2322023Revenue 2024: $1,185,403Expenses 2024: $1,090,109Net Income 2024: $95,2942024

Highlighted filing

2019

Revenue$787,448
Expenses$735,353
Net Income$52,095
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.0
Gross Receipts
$787,448
Mission and Program Overview

Mission

Excel provides case management services to individuals in Bernallio, Chaves, Curry, Eddy, Guadlupe, Lea, McKinley, Quay, Roosevelt and San Juan Counties in New Mexico through the Development Disabilities Medicaid Wavier Program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,694$56,074▲ $50,380
Accounts Receivable$9,811$11,598▲ $1,787
Prepaid Expenses and Deferred Charges$6,150$6,750▲ $600
Land, Buildings, and Equipment, Net$8,747$5,337▼ $3,410
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$30,402$79,759▲ $49,357
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$24,333$21,592▼ $2,741
Other Liabilities$2$5▲ $3
Total Liabilities$24,335$21,597▼ $2,738
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,067$58,162▲ $52,095
Total Net Assets Fund Balance$6,067$58,162▲ $52,095
Total Liabilities and Net Assets / Fund Balance$30,402$79,759▲ $49,357

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,337$113,616$118,953
Other Land Buildings-$4,806$4,806
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Diane MetoyerExecutive Director$53,083$53,083

Board Members and Trustees

NameTitle
Jennifer PenningtonPresident
Maria DelgadoDirector
Stephany AndrewsDirector
Teri SheltonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$787,448
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$52,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$574,269
Other Expenses$161,084
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$366,511$28,436-$394,947
Other Employee Benefits$83,926$6,512-$90,438
Current Officers, Directors, Trustees, and Key Employees$53,083--$53,083
Occupancy$38,558$2,992-$41,550
Payroll Taxes$33,223$2,578-$35,801
Fees for Services Accounting$16,223$1,259-$17,482
Travel$16,159$1,254-$17,413
Information Technology$15,309$1,188-$16,497
Office Expenses$14,451$1,121-$15,572
Insurance$12,647$981-$13,628
Fees for Services Other$9,010$699-$9,709
All Other Expenses$3,808$295-$4,103
Advertising$3,338$259-$3,597
Depreciation Depletion$3,164$246-$3,410
Other Expenses$2,368$184-$2,552
Fees for Services Legal$204$16-$220
Total Functional Expenses$686,228$49,125$0$735,353
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$5
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

For 990, Part VI, Section B, Line 11

“Distributed and reviewed by Board of Directors after completion and before filing”

Form 990, Part VI, Section B, Line 15

“Reviewed by the Board of Directors during 2018 for Executive Director and all employees of the organization. Board reviews every employee and sets compensation levels in collaboration with the Executive Director.”

Filing and Contact Details

Filer

Filer Name
Excel Case Management Inc
EIN
85-0462922
Phone
5053248660
Address
PO Box 2839, Farmington, NM 87401

Signing Officer

Name
Diane Metoyer
Title
Executive Director
Signed
2020-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Metoyer
Formed
1999
Voting Board Members
3
Independent Board Members
3
Employees
22

Preparer

Firm
Washburns Pc
Address
4001 NORTH BUTLER AVE BUILDING 5102, FARMINGTON, NM 87401
Preparer
Bryan Washburn
Phone
5053266500
Raw XML Appendix393 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024333
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021592
IRS990/AccountsReceivableGrp/BOYAmt09811
IRS990/AccountsReceivableGrp/EOYAmt011598
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Excel provides case management services to individuals in Bernallio, Chaves, Curry, Eddy, Guadlupe, Lea, McKinley, Quay, Roosevelt and San Juan Counties in New Mexico through the Development Disabilities Medicaid Wavier Program.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0259
IRS990/AdvertisingGrp/ProgramServicesAmt03338
IRS990/AdvertisingGrp/TotalAmt03597
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0295
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03808
IRS990/AllOtherExpensesGrp/TotalAmt04103
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Excel Case Management
IRS990/BooksInCareOfDetail/PhoneNum05053248660
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0430 E Broadway
IRS990/BooksInCareOfDetail/USAddress/CityNm0Farmington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd087401
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05694
IRS990/CashNonInterestBearingGrp/EOYAmt056074
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt053083
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt053083
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0787448
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0161084
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt052095
IRS990/CYSalariesCompEmpBnftPaidAmt0574269
IRS990/CYTotalExpensesAmt0735353
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0787448
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0246
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03164
IRS990/DepreciationDepletionGrp/TotalAmt03410
IRS990/Desc0To provide case management services to in to individuals in Bernallio, Chaves, Curry, Eddy, Guadlupe, Lea, McKinley, Quay, Roosevelt and San Juan Counties in New Mexico through the Development Disabilities Medicaid Wavier Program. Look out for the well being of mentaly handicapped individuals.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0686228
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01259
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt016223
IRS990/FeesForServicesAccountingGrp/TotalAmt017482
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0204
IRS990/FeesForServicesLegalGrp/TotalAmt0220
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0699
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt09010
IRS990/FeesForServicesOtherGrp/TotalAmt09709
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Diane Metoyer
IRS990/Form990PartVIISectionAGrp/PersonNm1Jennifer Pennington
IRS990/Form990PartVIISectionAGrp/PersonNm2Teri Shelton
IRS990/Form990PartVIISectionAGrp/PersonNm3Stephany Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm4Maria Delgado
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt053083
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt0787448
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0787448
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01188
IRS990/InformationTechnologyGrp/ProgramServicesAmt015309
IRS990/InformationTechnologyGrp/TotalAmt016497
IRS990/InsuranceGrp/ManagementAndGeneralAmt0981
IRS990/InsuranceGrp/ProgramServicesAmt012647
IRS990/InsuranceGrp/TotalAmt013628
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0118422
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08747
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05337
IRS990/LandBldgEquipCostOrOtherBssAmt0123759
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Excel provides case management services to individuals in Bernallio, Chaves, Curry, Eddy, Guadlupe, Lea, McKinley, Quay, Roosevelt and San Juan Counties in New Mexico through the Development Disabilities Medicaid Wavier Program.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06067
IRS990/NetAssetsOrFundBalancesEOYAmt058162
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06067
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt058162
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02992
IRS990/OccupancyGrp/ProgramServicesAmt038558
IRS990/OccupancyGrp/TotalAmt041550
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01121
IRS990/OfficeExpensesGrp/ProgramServicesAmt014451
IRS990/OfficeExpensesGrp/TotalAmt015572
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06512
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt083926
IRS990/OtherEmployeeBenefitsGrp/TotalAmt090438
IRS990/OtherExpensesGrp/Desc0Telephone and Internet
IRS990/OtherExpensesGrp/Desc1Janitorial Expense
IRS990/OtherExpensesGrp/Desc2Contract Labor
IRS990/OtherExpensesGrp/Desc3Meals
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0587
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1275
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2243
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3184
IRS990/OtherExpensesGrp/ProgramServicesAmt07570
IRS990/OtherExpensesGrp/ProgramServicesAmt13550
IRS990/OtherExpensesGrp/ProgramServicesAmt23126
IRS990/OtherExpensesGrp/ProgramServicesAmt32368
IRS990/OtherExpensesGrp/TotalAmt08157
IRS990/OtherExpensesGrp/TotalAmt13825
IRS990/OtherExpensesGrp/TotalAmt23369
IRS990/OtherExpensesGrp/TotalAmt32552
IRS990/OtherLiabilitiesGrp/BOYAmt02
IRS990/OtherLiabilitiesGrp/EOYAmt05
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028436
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0366511
IRS990/OtherSalariesAndWagesGrp/TotalAmt0394947
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02578
IRS990/PayrollTaxesGrp/ProgramServicesAmt033223
IRS990/PayrollTaxesGrp/TotalAmt035801
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06150
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06750
IRS990/PrincipalOfficerNm0Diane Metoyer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0758873
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0172495
IRS990/PYRevenuesLessExpensesAmt0-36604
IRS990/PYSalariesCompEmpBnftPaidAmt0622982
IRS990/PYTotalExpensesAmt0795477
IRS990/PYTotalRevenueAmt0758873
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt052095
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0787448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0758873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0768410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0801787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0811123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03927641
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt03927641
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0787448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0758873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0768410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0801787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0811123
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03927641
IRS990ScheduleA/TotalSupportAmt03927641
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05337
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0113616
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118953
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04806
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05337
IRS990ScheduleD/TotalLiabilityAmt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Distributed and reviewed by Board of Directors after completion and before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reviewed by the Board of Directors during 2018 for Executive Director and all employees of the organization. Board reviews every employee and sets compensation levels in collaboration with the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2For 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt030402
IRS990/TotalAssetsEOYAmt079759
IRS990/TotalAssetsGrp/BOYAmt030402
IRS990/TotalAssetsGrp/EOYAmt079759
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0787448
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049125
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0686228
IRS990/TotalFunctionalExpensesGrp/TotalAmt0735353
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024335
IRS990/TotalLiabilitiesEOYAmt021597
IRS990/TotalLiabilitiesGrp/BOYAmt024335
IRS990/TotalLiabilitiesGrp/EOYAmt021597
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06067
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt058162
IRS990/TotalProgramServiceExpensesAmt0686228
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt053083
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0787448
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030402
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt079759
IRS990/TravelGrp/ManagementAndGeneralAmt01254
IRS990/TravelGrp/ProgramServicesAmt016159
IRS990/TravelGrp/TotalAmt017413
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 2839
IRS990/USAddress/CityNm0Farmington
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087401
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diane Metoyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excel Case Management Inc
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0850462922
ReturnHeader/Filer/PhoneNum05053248660
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2839
ReturnHeader/Filer/USAddress/CityNm0Farmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850471328
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WASHBURNS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04001 NORTH BUTLER AVE BUILDING 5102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087401
ReturnHeader/PreparerPersonGrp/PhoneNum05053266500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bryan Washburn
ReturnHeader/ReturnTs02020-07-02T10:42:48-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,759
Liabilities
$21,597
Net assets
$58,162
Revenue
$787,448
Expenses
$735,353
Net income
$52,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.67$1.19$1.09$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$1.19$1.19$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$1.24$1.04$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$1.01$0.83$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.19$0.90$0.77$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.02$0.06$0.79$0.74$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.02$0.01$0.76$0.80$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.03$0.04$0.77$0.81$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.08$0.80$0.84$0.04
2015Summary only. Only limited summary data is available for this year.$0.15$0.03$0.12$0.81$0.80$0.01
2014Summary only. Only limited summary data is available for this year.$0.16$0.05$0.11$0.76$0.77$0.01
2013Summary only. Only limited summary data is available for this year.$0.16$0.04$0.12$0.62$0.57$0.04
2012Summary only. Only limited summary data is available for this year.$0.11$0.03$0.08$0.56$0.54$0.02
2011Summary only. Only limited summary data is available for this year.$0.10$0.04$0.06$0.55$0.59$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.03$0.10$0.61