Civic Intelligence

Excel Case Management Inc.

990 • Fiscal year 2020 • EIN 85-0462922

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 24, 2021

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

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$50,272

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Asset Growth

91st percentile

158%

Faster asset growth than 91% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$205,870

Up $126,111 (+158%) from 2019

Net Assets

Up

$189,712

Up $131,550 (+226%) from 2019

Liabilities

Down

$16,158

Down $5,439 (-25%) from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin67th percentile

Revenue

Up

$900,516

Up $113,068 (+14%) from 2019

Expenses

Up

$768,966

Up $33,613 (+4.6%) from 2019

Net Income

Up

$131,550

Up $79,455 (+153%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2020

Assets$205,870
Liabilities$16,158
Net Assets$189,712
Open 2020 Filing

Operations Trend

Revenue Growth66th 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

2020

Revenue$900,516
Expenses$768,966
Net Income$131,550
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 24, 2021
Return Version
2020v4.0
Gross Receipts
$900,788
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$56,074$151,995▲ $95,921
Land, Buildings, and Equipment, Net$5,337$33,650▲ $28,313
Accounts Receivable$11,598$13,208▲ $1,610
Prepaid Expenses and Deferred Charges$6,750$6,750→ $0
Receivables From Officers Etc-$273-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$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$79,759$205,870▲ $126,111
Other Assets Total-$-6-
Liabilities
Accounts Payable and Accrued Expenses$21,592$16,158▼ $5,434
Other Liabilities$5--
Total Liabilities$21,597$16,158▼ $5,439
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$58,162$189,712▲ $131,550
Total Net Assets Fund Balance$58,162$189,712▲ $131,550
Total Liabilities and Net Assets / Fund Balance$79,759$205,870▲ $126,111

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$33,650$108,125$141,775
Other Land Buildings-$4,806$4,806
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly HawkinsExecutive DirectorFT$50,272$50,272

Board Members and Trustees

NameTitle
Herschel ArnoldPresident
Albert VelardeDirector
Jennifer WarnerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$899,229
Program Service Revenue
$0
Investment Income
$1,287
Other Revenue
$0
Change in Net Assets
$131,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$582,765
Other Expenses$186,201
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$379,171$28,540-$407,711
Other Employee Benefits$82,054$6,176-$88,230
Occupancy$47,492$3,575-$51,067
Current Officers, Directors, Trustees, and Key Employees$50,272--$50,272
Payroll Taxes$33,993$2,559-$36,552
Information Technology$31,069$2,339-$33,408
Office Expenses$20,597$1,550-$22,147
Fees for Services Accounting$16,284$1,226-$17,510
Travel$10,776$811-$11,587
Insurance$10,717$807-$11,524
Fees for Services Other$9,782$736-$10,518
All Other Expenses$5,317$400-$5,717
Depreciation Depletion$2,927$220-$3,147
Other Expenses$2,021$152-$2,173
Fees for Services Legal$614$46-$660
Advertising$465$35-$500
Conferences and Meetings$126$9-$135
Interest$12$1-$13
Total Functional Expenses$718,658$50,308$0$768,966
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 Officers, Directors, Trustees, and Key Employees-$273-
Receivables from Disqualified Persons-$0-
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
Kimberly Hawkins
Title
Executive Director
Signed
2021-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Hawkins
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
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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/ReconcilationRevenueExpnssAmt0131550
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0899229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0787448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0758873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0768410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0801787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04015747
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04015747
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0899229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0787448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0758873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0768410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0801787
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04015747
IRS990ScheduleA/TotalSupportAmt04015747
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt033650
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108125
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0141775
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04806
IRS990ScheduleD/TotalBookValueLandBuildingsAmt033650
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/TotalAssetsBOYAmt079759
IRS990/TotalAssetsEOYAmt0205870
IRS990/TotalAssetsGrp/BOYAmt079759
IRS990/TotalAssetsGrp/EOYAmt0205870
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0899229
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0718658
IRS990/TotalFunctionalExpensesGrp/TotalAmt0768966
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021597
IRS990/TotalLiabilitiesEOYAmt016158
IRS990/TotalLiabilitiesGrp/BOYAmt021597
IRS990/TotalLiabilitiesGrp/EOYAmt016158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058162
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0189712
IRS990/TotalProgramServiceExpensesAmt0718658
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt050272
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01287
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0900516
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079759
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0205870
IRS990/TravelGrp/ManagementAndGeneralAmt0811
IRS990/TravelGrp/ProgramServicesAmt010776
IRS990/TravelGrp/TotalAmt011587
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Hawkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-24
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/ReturnTs02021-08-24T16:27:05-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kimberly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hawkins
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,870
Liabilities
$16,158
Net assets
$189,712
Revenue
$900,516
Expenses
$768,966
Net income
$131,550
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