NATIONAL ASSOCIATION OF CASE MANAGEMENT (EIN 650286192) - 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

1990

Legal Domicile

Principal Officer

MARY ANN KOWALONEK

Phone

8557372223

Tax Period

2025-01-01 to 2025-12-31

NATIONAL ASSOCIATION OF CASE MANAGEMENT, founded in 1990, is a small nonprofit that reported $157K in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year.

Mission

TO ENGAGE IN ACTIVITIES WHICH PROMOTE, SUPPORT, STRENGTHEN AND DEFINE CASE MANAGEMENT SERVICES / SERVICE COORDINATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $7,250

Program Service Revenue $148,158

Investment Income $0

Other Revenue $1,325

TOTAL REVENUE $156,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $162,444

TOTAL EXPENSES $162,444

Year-over-Year Comparison

	2025	2024	Change
Revenue	$156,733	$166,015	-0.1%
Expenses	$162,444	$120,747	+0.3%
Net Income	$-5,711	$45,268	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANN KOWALONEK	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID WILKINSON	SECRETARY	1.00	Officer Director	$0	$0	$0
STACEY STAUDENMEIER	TREASURER	1.00	Officer Director	$0	$0	$0
LAUREN COOKE	BOARD MEMBER	1.00	Director	$0	$0	$0
LANA HUNT	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG JOHNSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL KUPREVICH	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN LANDERS TABARAS	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCESS REGISTER-JOYNER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN RYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN VAFEAS	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCIA VEGA	BOARD MEMBER	1.00	Director	$0	$0	$0
JUANA' KING	BOARD MEMBER (START 1/24)	1.00	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
2025	$156,733	$162,444	$108,299	$-5,711
2024	$166,015	$120,747	$114,010	$45,268
2023	$170,664	$157,684	$68,742	$12,980
2022	$166,675	$167,488	$55,762	$-813
2021	$103,051	$100,336	$56,575	$2,715
2020	$15,108	$80,748	$53,860	$-65,640
2019	$166,955	$142,182	$131,793	$24,773
2018	$176,042	$141,263	$107,020	$34,779

NATIONAL ASSOCIATION OF CASE MANAGEMENT