Commission For Case Manager Certification (EIN 364029710) - Form 990 Financial Analysis & Trantor Score

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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

1995

Legal Domicile

Principal Officer

Patricia Nunez

Phone

8563806836

Tax Period

2024-07-01 to 2025-06-30

Commission For Case Manager Certification, founded in 1995, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2024.

Mission

TO ADVOCATE FOR PROFESSIONAL CASE MANAGEMENT EXCELLENCE THROUGH CERTIFICATION AND INTERRELATED PROGRAMS AND SERVICES.

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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 $0

Program Service Revenue $5,843,848

Investment Income $171,833

Other Revenue $0

TOTAL REVENUE $6,015,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,200

Fundraising Expenses $0

Other Expenses $6,122,081

TOTAL EXPENSES $6,126,281

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,015,681	$5,898,186	+0.0%
Expenses	$6,126,281	$5,918,466	+0.0%
Net Income	$-110,600	$-20,280	+4.5%

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

N/A

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

$1,500

Total Directors

$4,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ed Quick	IMMEDIATE PAST-CHAIR	6.0	Officer Director	$300	$0	$300
Patricia Nunez	Chair	6.0	Officer Director	$300	$0	$300
Kendra Greene	Commissioner	3.5	Director	$300	$0	$300
Anne Mercer	Treasurer	6.0	Officer Director	$300	$0	$300
Michelle Baker	Secretary	6.0	Officer Director	$300	$0	$300
Lisa Cook Bayer	Commissioner	3.5	Director	$300	$0	$300
Rebecca Fisco	Chair-Elect	6.0	Officer Director	$300	$0	$300
R Keith Franklin	Commissioner	3.5	Director	$300	$0	$300
Jean Krsnak	Commissioner	3.5	Director	$300	$0	$300
Patricia Kelley Morgan	Commissioner	3.5	Director	$300	$0	$300
Jared Young	Commissioner	3.5	Director	$300	$0	$300
Margaret Brown	Commissioner	3.5	Director	$300	$0	$300
Rosalyn Burns	Commissioner	3.5	Director	$300	$0	$300
Dawn Taylor	Commissioner	3.5	Director	$300	$0	$300

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
2025	$6,015,681	$6,126,281	$6,299,089	$-110,600
2024	$5,898,186	$5,918,466	$6,124,449	$-20,280
2023	$5,666,506	$5,316,461	$5,945,259	$350,045
2022	$5,312,913	$5,124,184	$5,423,923	$188,729
2021	$5,906,549	$5,075,439	$5,786,406	$831,110
2020	$5,279,412	$5,337,655	$4,769,858	$-58,243
2019	$6,305,448	$5,788,522	$4,539,369	$516,926
2018	$6,015,251	$5,532,649	$4,228,260	$482,602

Commission For Case Manager Certification