501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$983K paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $506K a year · 7% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$983K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.4M
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.3M
Spent
$8.7M
To programs
80%
Net assets
$5.9M
By yearFY2020–FY2025
Revenue
$9.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$9.3M
FY2022$7.3M
FY2023$6.2M
FY2024$7.7M
FY2025$6.1M
Expenses
$8.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$8.7M
FY2022$8.1M
FY2023$7.6M
FY2024$7.7M
FY2025$7.1M
Net assets
$5.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.9M
FY2022$4.7M
FY2023$3.3M
FY2024$3.3M
FY2025$2.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $7.0M Management & general 20% · $1.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $983K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$359,500Pt VII · Sec A
$242,850Pt VII · Sec A
$221,750Pt VII · Sec A
$158,700Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

E Florence Hervery’s $271K as Former CEO is at the 97th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2020
Terry Kenny————$359,500
E Florence Hervery$271,405$198,110$114,935——
Warhaftig-Rossi Monica————$242,850
Hervery Florence———$143,000$221,750
Baldwin Robert————$158,700
Lawanda Idalaurie Glass—$120,858———
Destinee N Woods—$112,920———
Robert Baldwin——$106,050——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Case Management INC is a hospital based in Memphis, TN, formed in 1990.

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Provided by the organization

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1 program · $7.0M · in their own filed words · FY2019
01

Case management, inc., (the "organization"), is a non-profit corporation formed under the laws of the state of tennessee to provide case management services to mental health consumers in the memphis, tennessee area who are registered with either one of two behavioral health organizations (bho).

$7.0Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$9.3M
Ln 12
Gifts and grantsLn 1h$5.0M
Fees for servicesLn 2g$4.3M
Investment incomeLn 3$9K
Money outPt IX
$8.7M
Ln 25
Programscol B$7.0M
Managementcol C$1.7M
Owns and owesPt X
$5.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$7.3M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
16
listed · VII A
PaidVII A4
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.0M
Government grantsLn 1e$3.3M
Fees for servicesLn 2g$4.3M
Investment incomeLn 3$9K
Total revenueLn 12$9.3M
Assets in detailPt X, end of year
CashLn 1$1.5M
SavingsLn 2$250K
Cash and savings togetherLn 1–2$1.7M
Land, buildings, equipmentLn 10c$4.8M
Total assetsLn 16$7.3M
LiabilitiesLn 26$1.4M
Net assetsLn 32$5.9M
OperationsPt I, VI
EmployeesI 5111
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$700K$1.7M
Land, buildings, equipmentLn 10c$5.0M$4.8M
Total assetsLn 16$6.8M$7.3M
LiabilitiesLn 26$1.6M$1.4M
Net assetsLn 32$5.3M$5.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$983K$872K$111K
Other salaries and wagesLn 7$4.2M$3.2M$977K
Management feesLn 11a$876K$728K$148K
Information technologyLn 14$246K$205K$42K
OccupancyLn 16$313K$187K$126K
TravelLn 17$117K$103K$14K
InterestLn 20$62K$62K
Depreciation, depletion and amortizationLn 22$226K$132K$94K
InsuranceLn 23$436K$421K$15K
Other expenses (24a–d)Ln 24$954K$954K
All other expensesLn 24e$253K$137K$116K
Total functional expensesLn 25$8.7M$7.0M$1.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $6.1M$7.1M−$994K$2.3M 990 PDF
FY2024 $7.7M$7.7M$9K$3.3M 990 PDF
FY2023 $6.2M$7.6M−$1.4M$3.3M 990 PDF
FY2022 $7.3M$8.1M−$805K$4.7M 990 PDF
FY2021 Not on file
FY2020 Viewing $9.3M$8.7M$634K$5.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $9,313,313 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,924,764$4,975,483
I-9 Program service revenuePrior year $4,118,298$4,328,419
I-10 Investment incomePrior year $10,307$9,411
I-11 Other revenue$0
I-12 Total revenuePrior year $9,053,369$9,313,313
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $5,527,283$5,196,806
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $4,010,951$3,482,715
I-18 Total expensesPrior year $9,538,234$8,679,521
I-19 Revenue less expensesPrior year −$484,865$633,792
Part VI · Governance 12 of 12 board members independent, 3 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $9,313,313 across 6 lines filed
VIII-1e Government grants$3,276,317
VIII-1f All other contributions, gifts and grants$1,699,166
VIII-1h Total contributions, gifts and grants$4,975,483
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,328,419$4,328,419
VIII-3 Investment incomeExcluded from tax $9,411$9,411
VIII-12 Total revenueRelated to mission $4,328,419 · Excluded from tax $9,411$9,313,313
Part IX · Statement of functional expenses $8,679,521 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $871,925 · Management $110,875$982,800
IX-7 Other salaries and wagesPrograms $3,236,532 · Management $977,474$4,214,006
IX-11a Management feesPrograms $728,162 · Management $148,087$876,249
IX-14 Information technologyPrograms $204,676 · Management $41,811$246,487
IX-16 OccupancyPrograms $187,178 · Management $125,647$312,825
IX-17 TravelPrograms $102,622 · Management $14,179$116,801
IX-20 InterestManagement $61,563$61,563
IX-22 Depreciation, depletion and amortizationPrograms $131,652 · Management $94,228$225,880
IX-23 InsurancePrograms $421,445 · Management $14,822$436,267
IX-24 Other expenses (24a–d)Programs $953,701$953,701
IX-24e All other expensesPrograms $136,796 · Management $116,146$252,942
IX-25 Total functional expensesPrograms $6,974,689 · Management $1,704,832 · Fundraising $0$8,679,521
Part X · Balance sheet $7,272,489 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $199,875$1,463,661
X-2 Savings and temporary cash investmentsStart of year $500,000$250,000
X-3 Pledges and grants receivableStart of year $265,678$207,620
X-4 Accounts receivableStart of year $714,699$444,571
X-9 Prepaid expenses and deferred chargesStart of year $93,432$69,040
X-10c Land, buildings and equipment, netStart of year $5,040,586$4,821,854
X-14 Intangible assetsStart of year $17,940$15,743
X-16 Total assetsStart of year $6,832,210$7,272,489
X-17 Accounts payable and accrued expensesStart of year $309,016$110,272
X-24 Unsecured notes and loans payableStart of year $250,000$250,000
X-25 Other liabilitiesStart of year $187,636$252,444
X-26 Total liabilitiesStart of year $1,567,395$1,373,880
X-27 Net assets without donor restrictionsStart of year $5,264,815$5,898,609
X-32 Total net assets or fund balancesStart of year $5,264,815$5,898,609
X-33 Total liabilities and net assetsStart of year $6,832,210$7,272,489
Part XI · Reconciliation of net assets $5,898,609 net assets at year end
XI-1 Total revenue$9,313,313
XI-2 Total expenses$8,679,521
XI-3 Revenue less expenses$633,792
XI-4 Net assets at start of year$5,264,815
XI-9 Other changes in net assets$2
XI-10 Net assets at end of year$5,898,609

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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