Civic Intelligence

Excel Case Management Inc.

990 • Fiscal year 2018 • EIN 85-0462922

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

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

88th percentile

0.80x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.03x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Net Margin

28th percentile

-4.8%

Higher net margin than 28% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$58,727

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Asset Growth

2nd percentile

-56%

Faster asset growth than 2% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-1.2%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$30,402

Down $39,452 (-56%) from 2017

Net Assets

Down

$6,067

Down $36,604 (-86%) from 2017

Liabilities

Down

$24,335

Down $2,848 (-10%) from 2017

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin28th percentile

Revenue

Down

$758,873

Down $9,537 (-1.2%) from 2017

Expenses

Down

$795,477

Down $10,405 (-1.3%) from 2017

Net Income

Up

-$36,604

Up $868 (+2.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2018

Assets$30,402
Liabilities$24,335
Net Assets$6,067
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$758,873
Expenses$795,477
Net Income-$36,604
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$758,873
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
Accounts Receivable$17,744$9,811▼ $7,933
Land, Buildings, and Equipment, Net$15,347$8,747▼ $6,600
Prepaid Expenses and Deferred Charges$9,951$6,150▼ $3,801
Cash and Non-Interest-Bearing Accounts$20,110$5,694▼ $14,416
Receivables From Officers Etc$5,252$0▼ $5,252
Other Notes and Loans Receivable, Net$1,450$0▼ $1,450
Savings and Temporary Cash Investments-$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$69,854$30,402▼ $39,452
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$27,183$24,333▼ $2,850
Other Liabilities-$2-
Total Liabilities$27,183$24,335▼ $2,848
Net Assets / Fund Balance
Unrestricted Net Assets$42,671$6,067▼ $36,604
Total Net Assets Fund Balance$42,671$6,067▼ $36,604
Total Liabilities and Net Assets / Fund Balance$69,854$30,402▼ $39,452

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,747$110,206$118,953
Other Land Buildings-$4,806$4,806
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseTotal
Diane MetoyerExecutive Director$58,727$58,727

Board Members and Trustees

NameTitle
Jennifer PenningtonPresident
Stephany AndrewsDirector
Teri SheltonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$758,873
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-36,604
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$622,982
Other Expenses$172,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$391,105$30,799-$421,904
Other Employee Benefits$96,414$7,592-$104,006
Current Officers, Directors, Trustees, and Key Employees-$58,727-$58,727
Occupancy$37,941$2,988-$40,929
Payroll Taxes$35,546$2,799-$38,345
Fees for Services Accounting$22,460$1,769-$24,229
Travel$21,062$1,659-$22,721
Office Expenses$15,830$1,247-$17,077
Insurance$14,711$1,158-$15,869
Information Technology$13,365$1,053-$14,418
Fees for Services Other$8,972$707-$9,679
Depreciation Depletion$6,118$482-$6,600
All Other Expenses$2,588$203-$2,791
Advertising$2,364$186-$2,550
Interest$2,119$167-$2,286
Other Expenses$1,573$124-$1,697
Fees for Services Legal$272$21-$293
Total Functional Expenses$682,967$112,510$0$795,477
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$5,252$0▼ $5,252
Receivables from Disqualified Persons-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$2
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 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
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Metoyer
Formed
1999
Voting Board Members
3
Independent Board Members
3
Employees
21

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/ReceivablesFromOfficersEtcGrp/BOYAmt05252
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-36604
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/CurrentTaxYearAmt0758873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0768410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0801787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0811123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0762864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03903057
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0897
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0897
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt03903057
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0758873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0768410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0801787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0811123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0762864
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03903057
IRS990ScheduleA/TotalSupportAmt03903954
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt08747
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0110206
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118953
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04806
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08747
IRS990ScheduleD/TotalLiabilityAmt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt069854
IRS990/TotalAssetsEOYAmt030402
IRS990/TotalAssetsGrp/BOYAmt069854
IRS990/TotalAssetsGrp/EOYAmt030402
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0758873
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0112510
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0682967
IRS990/TotalFunctionalExpensesGrp/TotalAmt0795477
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027183
IRS990/TotalLiabilitiesEOYAmt024335
IRS990/TotalLiabilitiesGrp/BOYAmt027183
IRS990/TotalLiabilitiesGrp/EOYAmt024335
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042671
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06067
IRS990/TotalProgramServiceExpensesAmt0682967
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt058727
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0758873
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069854
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030402
IRS990/TravelGrp/ManagementAndGeneralAmt01659
IRS990/TravelGrp/ProgramServicesAmt021062
IRS990/TravelGrp/TotalAmt022721
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt042671
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06067
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diane Metoyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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/ReturnTs02019-05-14T10:42:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,402
Liabilities
$24,335
Net assets
$6,067
Revenue
$758,873
Expenses
$795,477
Net income
-$36,604
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