SMH CASE MANAGEMENT INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

SEAN LALLY

Phone

7182818777

Tax Period

2024-01-01 to 2024-12-31

SMH CASE MANAGEMENT INC, founded in 2010, is a community nonprofit in the Health Care sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $5.6M exceeded revenue, resulting in a 48% operating deficit.

Mission

SMH Case Management, Inc. helps patients and families navigate the challenges of caring for a loved one at home by assisting families in accessing a full range of resources and programs within the community. Skilled case managers coordinate an array of services including securing private duty nursing, attending school meetings, coordinating multiple therapies, working with regulatory agencies, working with contractors on environmental modifications to the home, and providing support to the patients family.

Program Service Accomplishments

Program 1

Expenses: $4,816,436 Revenue: $3,637,098

Case management services are provided to health home eligible children. Health home case managers coordinate patient services and promote access to resources that help to improve health outcomes...

Case management services are provided to health home eligible children. Health home case managers coordinate patient services and promote access to resources that help to improve health outcomes, reduce preventable hospitalization and ER visits and avoid unnecessary care for Medicaid members.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $123,500

Program Service Revenue $3,637,098

Investment Income $0

Other Revenue $9,719

TOTAL REVENUE $3,770,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,975,594

Fundraising Expenses $0

Program Expenses $4,816,436

Other Expenses $597,479

TOTAL EXPENSES $5,573,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,770,317	$3,854,661	0.0%
Expenses	$5,573,073	$5,803,388	0.0%
Net Income	$-1,802,756	$-1,948,727	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,988,520

Total Directors

$1,019,859

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edwin F Simpser MD	President & CEO	1.00	Officer Director	$0	$84,043	$1,019,859
William L Mead	COO/CFO	1.00	Officer	$0	$67,850	$682,205
Carla Cangemi	VP/CMO	1.00	Officer	$0	$52,993	$556,378
Sean Lally	VP FOUNDATION	1.00	Officer	$0	$63,406	$528,278
Adam Waxer	GENERAL COUNCEL	1.00	Officer	$0	$65,225	$428,103
Patricia Hackenjos	VP OF HR	1.00	Officer	$0	$74,199	$400,227
Steven Polinsky	CIO	1.00	Officer	$0	$54,683	$373,470
Ebbony Mcphatter	PROG. DIRECTOR	37.50		$123,134	$24,707	$147,841
Cindy Johnson	CHAIRPERSON	1.50	Officer Director	$0	$0	$0
Samuel R Karetsky	SECY/TREASUER	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,770,317	$5,573,073	$2,016,838	$-1,802,756
2023	$3,854,661	$5,803,388	$1,692,110	$-1,948,727
2022	$3,909,860	$5,286,919	$2,137,370	$-1,377,059
2021	$3,977,932	$4,731,445	$1,883,343	$-753,513
2020	$3,522,882	$3,954,121	$1,586,116	$-431,239
2019	$2,939,492	$3,246,225	$1,334,567	$-306,733
2018	$2,174,387	$2,734,695	$852,583	$-560,308