INDEPENDENT CASE MANAGEMENT INC (EIN 710666268) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

JOSHUA WILSON

Phone

5012280063

Tax Period

2023-08-01 to 2024-07-31

INDEPENDENT CASE MANAGEMENT INC, founded in 1988, is a mid-sized nonprofit in the Human Services sector that reported $14.6M in total revenue in fiscal year 2017. Revenue decreased 10% compared to the prior year.

Mission

ICM PROVIDES VARIOUS SUPPORT SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES SO THEY CAN REMAIN IN THEIR COMMUNITY OF CHOICE WITH AN ENHANCED QUALITY OF LIFE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,047

Program Service Revenue $15,787,521

Investment Income $435,968

Other Revenue $170,754

TOTAL REVENUE $16,419,290

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,586,198

Fundraising Expenses $0

Program Expenses $13,347,906

Other Expenses $2,527,974

TOTAL EXPENSES $16,114,172

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,419,290	$15,906,664	+0.0%
Expenses	$16,114,172	$15,431,401	+0.0%
Net Income	$305,118	$475,263	-0.4%

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

809

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

$221,632

Total Directors

$221,632

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE BRYAN	PRESIDENT	0.00	Officer Director	$0	$0	$0
DEREK PIERCE	TREASURER	0.00	Officer Director	$0	$0	$0
GEORGEANN FRAZIER	BOARD MEMBER	0.00	Director	$0	$0	$0
JOSHUA WILSON	CEO/BOARD SECRETARY	40.00	Officer Director	$215,177	$6,455	$221,632
JIMMY ANTHONY	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
JESSIE WILSON	BOARD MEMBER	0.00	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	No data	No data	No data	No data
2024	$16,419,290	$16,114,172	$17,556,277	$305,118
2023	$15,906,664	$15,431,401	$18,956,137	$475,263
2022	$13,735,368	$13,714,009	$18,266,527	$21,359
2021	$18,125,216	$13,059,231	$18,922,194	$5,065,985
2020	$14,611,825	$13,849,100	$13,085,388	$762,725
2019	$14,532,921	$14,060,952	$12,779,960	$471,969
2018	$14,642,238	$15,313,265	$12,232,543	$-671,027

INDEPENDENT CASE MANAGEMENT INC