Higher Education Case Managers Association HECMA (EIN 461258513) - 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

2013

Legal Domicile

Principal Officer

ALICIA TALBIRD

Phone

9122222677

Tax Period

2023-01-01 to 2023-12-31

Higher Education Case Managers Association HECMA, founded in 2013, is a small nonprofit in the Unknown sector that reported $262K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

Provide members with professional identity resources to advance best practices knowledge research to enhance wellbeing of campus cmty

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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 (2023)

Revenue Breakdown

Contributions & Grants $22,789

Program Service Revenue $239,004

Investment Income $78

Other Revenue $0

TOTAL REVENUE $261,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,933

Other Expenses $259,035

TOTAL EXPENSES $259,035

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,871	$217,446	+0.2%
Expenses	$259,035	$164,895	+0.6%
Net Income	$2,836	$52,551	-0.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICIA TALBIRD	President	10.00	Officer Director	$0	$0	$0
ANTHONY CHAMBERS	VPConference Chair	10.00	Officer	$0	$0	$0
SHANNON FARQUHAR-CADDELL	Finance Chair	10.00	Officer	$0	$0	$0
CHRISTINE FERGUSON	Clin Case Mgr At Large	5.000	Director	$0	$0	$0
STEPHANIE THOMPSON	Diversity Equity	5.000	Director	$0	$0	$0
MIGUEL ARELLANO	Mktg Communications	5.000	Director	$0	$0	$0
KATIE RAMOS	Clinical Case Mgr	5.000	Director	$0	$0	$0
CAITLYN HURLEY	NonClinical Case Mgr	5.000	Director	$0	$0	$0
GLEN HARRIS	NonClinical Case Mgr	5.000	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	No data	No data	No data	No data
2023	$261,871	$259,035	$135,181	$2,836
2022	$223,446	$164,895	$138,356	$58,551

Higher Education Case Managers Association HECMA