Civic Intelligence

Excel Case Management Inc.

990 • Fiscal year 2022 • EIN 85-0462922

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

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

32nd percentile

0.03x

Higher debt load relative to assets than 32% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

23rd percentile

0.02x

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

2022 filings • NTEE P • $1M-$5M nonprofits • Source year 2022

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2022 filings • NTEE P • $1M-$5M nonprofits • Source year 2022

Asset Growth

84th percentile

54%

Faster asset growth than 84% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

23%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$596,010

Up $207,791 (+54%) from 2021

Net Assets

Up

$577,267

Up $206,125 (+56%) from 2021

Liabilities

Up

$18,743

Up $1,666 (+9.8%) from 2021

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin70th percentile

Revenue

Up

$1,243,424

Up $231,435 (+23%) from 2021

Expenses

Up

$1,037,299

Up $206,729 (+25%) from 2021

Net Income

Up

$206,125

Up $24,706 (+14%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2022

Assets$596,010
Liabilities$18,743
Net Assets$577,267
Open 2022 Filing

Operations Trend

Revenue Growth68th 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

2022

Revenue$1,243,424
Expenses$1,037,299
Net Income$206,125
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$1,243,424
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$292,017$377,716▲ $85,699
Savings and Temporary Cash Investments$40,034$100,052▲ $60,018
Land, Buildings, and Equipment, Net$20,812$92,610▲ $71,798
Accounts Receivable$28,606$17,282▼ $11,324
Prepaid Expenses and Deferred Charges$6,750$6,750→ $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$388,219$596,010▲ $207,791
Other Assets Total-$1,600-
Liabilities
Accounts Payable and Accrued Expenses$17,077$18,743▲ $1,666
Total Liabilities$17,077$18,743▲ $1,666
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$371,142$577,267▲ $206,125
Total Net Assets Fund Balance$371,142$577,267▲ $206,125
Total Liabilities and Net Assets / Fund Balance$388,219$596,010▲ $207,791

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$92,610$79,924$172,534
Other Land Buildings-$4,806$4,806
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,243,406
Program Service Revenue
$0
Investment Income
$18
Other Revenue
$0
Change in Net Assets
$206,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$684,668
Other Expenses$352,631
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$438,196$32,983-$471,179
Other Employee Benefits$104,653$7,877-$112,530
Current Officers, Directors, Trustees, and Key Employees-$58,721-$58,721
Payroll Taxes$39,281$2,957-$42,238
Occupancy$38,004$2,861-$40,865
Information Technology$36,773$2,768-$39,541
Travel$25,849$1,946-$27,795
Depreciation Depletion$25,103$1,890-$26,993
Fees for Services Accounting$20,556$1,547-$22,103
Office Expenses$19,374$1,458-$20,832
Insurance$15,551$1,170-$16,721
All Other Expenses$8,761$658-$9,419
Fees for Services Other$8,728$657-$9,385
Other Expenses$4,999$376-$5,375
Advertising$2,511$189-$2,700
Fees for Services Legal$545$41-$586
Total Functional Expenses$910,077$127,222$0$1,037,299
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-
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“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
2023-11-10
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
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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/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01243406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01011955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0899229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0787448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0758873
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01011955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0899229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0787448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0758873
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04700911
IRS990ScheduleA/TotalSupportAmt04700911
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt092610
IRS990ScheduleD/EquipmentGrp/DepreciationAmt079924
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0172534
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04806
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092610
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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/TotalAssetsBOYAmt0388219
IRS990/TotalAssetsEOYAmt0596010
IRS990/TotalAssetsGrp/BOYAmt0388219
IRS990/TotalAssetsGrp/EOYAmt0596010
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01243406
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127222
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0910077
IRS990/TotalFunctionalExpensesGrp/TotalAmt01037299
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017077
IRS990/TotalLiabilitiesEOYAmt018743
IRS990/TotalLiabilitiesGrp/BOYAmt017077
IRS990/TotalLiabilitiesGrp/EOYAmt018743
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0371142
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0577267
IRS990/TotalProgramServiceExpensesAmt0910077
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01243424
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0388219
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0596010
IRS990/TravelGrp/ManagementAndGeneralAmt01946
IRS990/TravelGrp/ProgramServicesAmt025849
IRS990/TravelGrp/TotalAmt027795
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Hawkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-10T15:22:52-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kimberly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hawkins
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$596,010
Liabilities
$18,743
Net assets
$577,267
Revenue
$1,243,424
Expenses
$1,037,299
Net income
$206,125
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