Civic Intelligence

Excel Case Management Inc.

990 • Fiscal year 2021 • EIN 85-0462922

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization ProfileN/A
PO Box 2839Farmington, NM 87499

(505) 324-8660

Siviq Scores

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

Liabilities / Assets

36th percentile

0.04x

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

2021 filings • NTEE P • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.02x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Source year 2021

Net Margin

66th percentile

18%

Higher net margin than 66% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE P • $1M-$5M nonprofits • Source year 2021

Asset Growth

90th percentile

89%

Faster asset growth than 90% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

12%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$388,219

Up $182,349 (+89%) from 2020

Net Assets

Up

$371,142

Up $181,430 (+96%) from 2020

Liabilities

Up

$17,077

Up $919 (+5.7%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin66th percentile

Revenue

Up

$1,011,989

Up $111,473 (+12%) from 2020

Expenses

Up

$830,570

Up $61,604 (+8.0%) from 2020

Net Income

Up

$181,419

Up $49,869 (+38%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2021

Assets$388,219
Liabilities$17,077
Net Assets$371,142
Open 2021 Filing

Operations Trend

Revenue Growth51st 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

2021

Revenue$1,011,989
Expenses$830,570
Net Income$181,419
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Gross Receipts
$1,011,989
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$151,995$292,017▲ $140,022
Savings and Temporary Cash Investments-$40,034-
Accounts Receivable$13,208$28,606▲ $15,398
Land, Buildings, and Equipment, Net$33,650$20,812▼ $12,838
Prepaid Expenses and Deferred Charges$6,750$6,750→ $0
Receivables From Officers Etc$273$0▼ $273
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$205,870$388,219▲ $182,349
Other Assets Total$-6$0▲ $6
Liabilities
Accounts Payable and Accrued Expenses$16,158$17,077▲ $919
Total Liabilities$16,158$17,077▲ $919
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,712$371,142▲ $181,430
Total Net Assets Fund Balance$189,712$371,142▲ $181,430
Total Liabilities and Net Assets / Fund Balance$205,870$388,219▲ $182,349

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,812$120,963$141,775
Other Land Buildings-$4,806$4,806
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Albert VelardePresident
Jennifer WarnerDirector
Maria DelgadoDirector
Kimberly HawkinsExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,011,955
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$0
Change in Net Assets
$181,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$558,236
Other Expenses$272,334
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$380,515$28,641-$409,156
Other Employee Benefits$63,100$4,749-$67,849
Occupancy$44,376$3,340-$47,716
Current Officers, Directors, Trustees, and Key Employees-$46,153-$46,153
Information Technology$36,789$2,769-$39,558
Payroll Taxes$32,623$2,455-$35,078
Office Expenses$19,521$1,469-$20,990
Fees for Services Accounting$17,285$1,301-$18,586
Insurance$13,508$1,017-$14,525
Depreciation Depletion$11,939$899-$12,838
Fees for Services Other$9,029$680-$9,709
Travel$7,354$554-$7,908
All Other Expenses$7,069$531-$7,600
Advertising$2,586$195-$2,781
Other Expenses$2,262$170-$2,432
Fees for Services Legal$548$41-$589
Conferences and Meetings$25$2-$27
Total Functional Expenses$729,509$101,061$0$830,570
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$0▼ $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 87499

Signing Officer

Name
Kimberly Hawkins
Title
Executive Director
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Hawkins
Formed
1999
Voting Board Members
3
Independent Board Members
3
Employees
23

Preparer

Firm
Washburns Pc
Address
4001 NORTH BUTLER AVE BUILDING 5102, FARMINGTON, NM 87401
Preparer
Bryan Washburn
Phone
5053266500
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $11”

Raw XML Appendix397 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/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0181419
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01011955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0899229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0787448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0758873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0768410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04225915
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04225915
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01011955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0899229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0787448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0758873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0768410
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04225915
IRS990ScheduleA/TotalSupportAmt04225915
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt020812
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0120963
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0141775
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04806
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020812
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rounding = $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Distributed and reviewed by Board of Directors after completion and before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reviewed 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/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3For 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 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/TotalAssetsBOYAmt0205870
IRS990/TotalAssetsEOYAmt0388219
IRS990/TotalAssetsGrp/BOYAmt0205870
IRS990/TotalAssetsGrp/EOYAmt0388219
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01011955
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0101061
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0729509
IRS990/TotalFunctionalExpensesGrp/TotalAmt0830570
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016158
IRS990/TotalLiabilitiesEOYAmt017077
IRS990/TotalLiabilitiesGrp/BOYAmt016158
IRS990/TotalLiabilitiesGrp/EOYAmt017077
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0189712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0371142
IRS990/TotalProgramServiceExpensesAmt0729509
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01011989
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0205870
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0388219
IRS990/TravelGrp/ManagementAndGeneralAmt0554
IRS990/TravelGrp/ProgramServicesAmt07354
IRS990/TravelGrp/TotalAmt07908
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 2839
IRS990/USAddress/CityNm0Farmington
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087499
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/SignatureDt02022-05-13
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/ZIPCd087499
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/ReturnTs02022-05-13T09:49:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kimberly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hawkins
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,219
Liabilities
$17,077
Net assets
$371,142
Revenue
$1,011,989
Expenses
$830,570
Net income
$181,419
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