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Maryland · Nonprofit

POTOMAC CASE MANAGEMENT SERVICES INC

POTOMAC CASE MANAGEMENT SERVICES INC (Maryland) receives grants from 5 organizations whose IRS filings report $3,216,919 to it, the largest being WASHINGTON COUNTY MENTAL HEALTH AUTHORITY ($3,119,116). 3 of them have funded it in more than one year.

Revenue FY2024
$10.0M
Funders on record
5
Grants received
$3.2M
Net assets
$6.0M
3/5 repeat funderspeak grant-dependency 6%
01What it does

What Potomac Case Management Services Inc does

Mission

Potomac case management services, inc. Enhances the quality of life and maintains independence for individuals of the tri-state community through the use of advocacy and partnerships.

As stated on its FY2024 Form 990.

Program

Targeted case management services provides case management to individuals with a mental health diagnosis. The goal of this program is to assist individuals through advocacy, education, connection with community resources and compliance with mental health care to optimize their quality of daily living. Case managers work closely with the individual and his/her mental health treatment team to provide a support system that enables the individual to work toward a life of recovery with mental illness. Assisting with transportation to mental health appointments and working on entitlements/benefits that are necessary to improve their daily living are often essential.

The first program described on its most recent Form 990, which lists programs largest first by expense.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($6.0M) Expenses 100 ($5.3M) Net assets 100 ($1.8M)2018 Revenue 154 ($9.3M) Expenses 128 ($6.8M) Net assets 241 ($4.4M)2019 Revenue 131 ($7.9M) Expenses 135 ($7.2M) Net assets 279 ($5.1M)2020 Revenue 127 ($7.6M) Expenses 138 ($7.4M) Net assets 296 ($5.4M)2021 Revenue 155 ($9.3M) Expenses 137 ($7.3M) Net assets 415 ($7.6M)2022 Revenue 125 ($7.5M) Expenses 143 ($7.6M) Net assets 403 ($7.4M)2023 Revenue 136 ($8.2M) Expenses 176 ($9.4M) Net assets 341 ($6.2M)2024 Revenue 167 ($10.0M) Expenses 192 ($10M) Net assets 327 ($6.0M)
'17'18'19'20'21'22'23'24
Revenue (167)Expenses (192)Net assets (327)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $2.1M to $9.3M (+343%).

$2.1M
$9.3M
$9.9M
$12M
$13M
$12M
$11M
$10M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 10% · 2018 7% · 2019 7% · 2020 9% · 2021 21% · 2022 11% · 2023 12% · 2024 13%. Grants only. Government contracts and fees sit inside program revenue.

15% of POTOMAC CASE MANAGEMENT SERVICES INC’s revenue is contributions — about as donation-reliant as the typical peer (51% for the typical peer).

This organization
Typical peer · 8,611 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 8 reported years ran a deficit.

$670k
’17
$2.5M
’18
$679k
’19
$277k
’20
$2.0M
’21
−$107k
’22
−$1.2M
’23
−$249k
’24
1.8
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24
Listed66557757
Joined·+0+0+0+2+0+1+2
No longer listed·0100030
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 3 funders, grant income rose $375k → $489k.

2 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 1% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of POTOMAC CASE MANAGEMENT SERVICES INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

POTOMAC CASE MANAGEMENT SERVICES INC leans on a few funders — its largest provides 97% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

98% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund POTOMAC CASE MANAGEMENT SERVICES INC.

97%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2017 82% · 2018 100% · 2019 100% · 2020 100% · 2021 98% · 2022 100% · 2023 99% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of POTOMAC CASE MANAGEMENT SERVICES INC's grant income comes from Maryland funders.

MD

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Maryland out of state home

Funder states come from each funder’s own filing. $28k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

POTOMAC CASE MANAGEMENT SERVICES INC's funding base is broadening — from 2 funders to 3 as grant income climbed.

Operating margin−2% · below the median
Months of reserve1.8mo · below the median
Revenue growth (annualized)8% · below the median

this organization peer median middle 50% of peers· 8,121 health nonprofits $1M–$10M, FY2024

Government funding POTOMAC CASE MANAGEMENT SERVICES INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $2.2M on record.

Federal$2.2M
grants $2.2Mcontracts $0
17
18
19
20
21
22
23
24
25
26
Top agencies
  • Department of Housing and Urban Development$2.2M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like POTOMAC CASE MANAGEMENT SERVICES INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Maryland

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

83% of spending goes to programs.

Program 83%Management 17%Fundraising 0%

Governance

6
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

98%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

MD

Part of a family of 1 related entity

  • Pcms Real Estate LLC · disregarded

Screen this organization

A dated, signed PDF of the compliance screen for POTOMAC CASE MANAGEMENT SERVICES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds POTOMAC CASE MANAGEMENT SERVICES INC?
POTOMAC CASE MANAGEMENT SERVICES INC (Maryland) receives grants from 5 organizations whose IRS filings report $3,216,919 to it, the largest being WASHINGTON COUNTY MENTAL HEALTH AUTHORITY ($3,119,116). 3 of them have funded it in more than one year.
How many funders does POTOMAC CASE MANAGEMENT SERVICES INC have?
IRS filings report 5 organizations giving $3,216,919 in grants to POTOMAC CASE MANAGEMENT SERVICES INC, 3 of which have funded it in more than one year.
Who is the largest funder of POTOMAC CASE MANAGEMENT SERVICES INC?
WASHINGTON COUNTY MENTAL HEALTH AUTHORITY is the largest funder on record, with $3,119,116 in grants. The full list of funders is on this page.
How can an organization like POTOMAC CASE MANAGEMENT SERVICES INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Maryland. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Potomac Case Management Services →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing