Nonprofit · EIN 85-0462922
EXCEL CASE MANAGEMENT INC
Tax-exempt · FARMINGTON, NM 87499
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,089,774 | $979,848 | $109,926 | $1,033,992 | $249,273 | $784,719 |
| December 31, 2024 | 990 | $1,185,403 | $1,090,109 | $95,294 | $689,006 | $14,213 | $674,793 |
| December 31, 2023 | 990 | $1,189,625 | $1,187,393 | $2,232 | $598,530 | $19,031 | $579,499 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,029,177
- of which government grants
- $1,029,177
- Program service revenue
- $0
- Investment income
- $60,597
- Net gain from sales of assets
- -$725
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $64,579
- Other salaries and wages
- $397,125
- Salaries, compensation and benefits (total)
- $571,018
- Professional fundraising fees
- $0
- Accounting fees
- $27,886
- Occupancy
- $21,788
- Travel
- $12,381
- Depreciation
- $19,638
- Program services (functional)
- $869,506
- Management and general (functional)
- $110,342
Balance sheet and other
- Total assets, start of year
- $689,006
- Total assets, end of year
- $1,033,992
- Total liabilities, end of year
- $249,273
- Net assets, end of year
- $784,719
- Land, buildings and equipment
- $259,482
- Net assets without donor restrictions
- $784,719
- Gross receipts
- $1,092,499
- Employees
- 23
- Year formed
- 1999
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Maria Delgado | Director Trustee or director | 0 | $0 |
| Albert Velarde | President Trustee or director | 0 | $0 |
| Jennifer Warner | Director Trustee or director | 0 | $0 |
| Kimberly Edwards | Executive Dir. Officer | 40 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Maria Delgado | Director Trustee or director | 0 | $0 |
| Albert Velarde | President Trustee or director | 0 | $0 |
| Jennifer Warner | Director Trustee or director | 0 | $0 |
| Kimberly Edwards | Executive Dir. Officer | 40 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Maria Delgado | Director Trustee or director | 0 | $0 |
| Albert Velarde | President Trustee or director | 0 | $0 |
| Jennifer Warner | Director Trustee or director | 0 | $0 |
| Kimberly Hawkins | Executive Dir. Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2839, FARMINGTON, NM 87499-2839
- In care of
- % KIMBERLY EDWARDS
- Principal officer (990 for 2025)
- Kimberly Edwards, PO Box 2839, Farmington, NM 87499
- Signed the 990
- Kimberly Edwards, Executive Dir.
- Phone
- (505) 324-8660
- Return prepared by
- WASHBURNS PC
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.
Program accomplishments
- To provide case management services to in 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. Look out for the well being of mentaly handicapped individuals.Expenses $869,506
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0462922
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P82)
- Assets (IRS master file)
- $1,033,992
- Income (IRS master file)
- $1,092,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,089,774 | $979,848 | $1,033,992 | IRS |
| 990 | December 2024 | $1,185,403 | $1,090,109 | $689,006 | IRS |
| 990 | December 2023 | $1,189,625 | $1,187,393 | $598,530 | XML |
| 990 | December 2022 | $1,243,424 | $1,037,299 | $596,010 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0462922).
Questions about EXCEL CASE MANAGEMENT INC
- What is the EIN of EXCEL CASE MANAGEMENT INC?
- The employer identification number (EIN) of EXCEL CASE MANAGEMENT INC is 85-0462922.
- Is EXCEL CASE MANAGEMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to EXCEL CASE MANAGEMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXCEL CASE MANAGEMENT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EXCEL CASE MANAGEMENT INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXCEL CASE MANAGEMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EXCEL CASE MANAGEMENT INC?
- The 990 for the year ended December 31, 2025 names Kimberly Edwards.
- Who are the officers and directors of EXCEL CASE MANAGEMENT INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does EXCEL CASE MANAGEMENT INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,089,774, expenses of $979,848 and total assets of $1,033,992 at year end.
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