Excel Case Management Inc (EIN 850462922) - 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

1999

Principal Officer

Kimberly Hawkins

Phone

5053248660

Tax Period

2024-01-01 to 2024-12-31

Excel Case Management Inc, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 8% surplus.

Mission

Excel provides case management services to individuals in Bernallio, Chaves, Curry, Eddy, Guadlupe, Lea, McKinley, Quay, Roosevelt and San Juan Counties in New Mexico through the Development Disabilities Medicaid Wavier Program.

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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 $1,183,341

Program Service Revenue $0

Investment Income $2,062

Other Revenue $0

TOTAL REVENUE $1,185,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $595,150

Fundraising Expenses $0

Program Expenses $983,989

Other Expenses $494,959

TOTAL EXPENSES $1,090,109

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,185,403	$1,189,625	0.0%
Expenses	$1,090,109	$1,187,393	-0.1%
Net Income	$95,294	$2,232	+41.7%

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

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
Maria Delgado	Director	0.00	Director	$0	$0	$0
Albert Velarde	President	0.00	Director	$0	$0	$0
Jennifer Warner	Director	0.00	Director	$0	$0	$0
Kimberly Edwards	Executive Dir.	40.00	Officer	$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	$1,185,403	$1,090,109	$689,006	$95,294
2023	$1,189,625	$1,187,393	$598,530	$2,232
2022	$1,243,424	$1,037,299	$596,010	$206,125
2021	$1,011,989	$830,570	$388,219	$181,419
2020	$900,516	$768,966	$205,870	$131,550
2019	$787,448	$735,353	$79,759	$52,095
2018	$758,873	$795,477	$30,402	$-36,604

Excel Case Management Inc