Civic Intelligence

She Recovers Foundation

990 • Fiscal year 2021 • EIN 82-5114552

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

14 Millers EndSanta Fe, NM 87508

(310) 300-4085

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.77x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • NTEE F • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.42x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • NTEE F • $500k-$1M nonprofits • Source year 2021

Net Margin

44th percentile

5.9%

Higher net margin than 44% of similar nonprofits.

2021 filings • NTEE F • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$78,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2021 filings • NTEE F • $500k-$1M nonprofits • Source year 2021

Asset Growth

91st percentile

118%

Faster asset growth than 91% of similar nonprofits.

2021 filings • NTEE F • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

441%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • NTEE F • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$409,007

Up $220,984 (+118%) from 2020

Net Assets

Up

$94,231

Up $44,470 (+89%) from 2020

Liabilities

Up

$314,776

Up $176,514 (+128%) from 2020

Revenue

Up

$755,824

Up $616,033 (+441%) from 2020

Expenses

Up

$711,354

Up $621,181 (+689%) from 2020

Net Income

Down

$44,470

Down $5,148 (-10%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0-$200KAssets 2019: $115Liabilities 2019: $0Net Assets 2019: $1152019Assets 2020: $188,023Liabilities 2020: $138,262Net Assets 2020: $49,7612020Assets 2021: $409,007Liabilities 2021: $314,776Net Assets 2021: $94,2312021Assets 2022: $338,999Liabilities 2022: $261,580Net Assets 2022: $77,4192022Assets 2023: $260,323Liabilities 2023: $273,316Net Assets 2023: -$12,9932023Assets 2024: $149,010Liabilities 2024: $44,601Net Assets 2024: $104,4092024

Highlighted filing

2021

Assets$409,007
Liabilities$314,776
Net Assets$94,231

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2019: $16,110Expenses 2019: $16,646Net Income 2019: -$5362019Revenue 2020: $139,791Expenses 2020: $90,173Net Income 2020: $49,6182020Revenue 2021: $755,824Expenses 2021: $711,354Net Income 2021: $44,4702021Revenue 2022: $1,212,114Expenses 2022: $1,228,755Net Income 2022: -$16,6412022Revenue 2023: $1,036,846Expenses 2023: $1,127,259Net Income 2023: -$90,4132023Revenue 2024: $636,331Expenses 2024: $518,929Net Income 2024: $117,4022024

Highlighted filing

2021

Revenue$755,824
Expenses$711,354
Net Income$44,470
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$755,824
Mission and Program Overview

Mission

Our mission is to inspire hope, reduce stigma and empower women in or seeking recovery for behavioral health issues and other life challenges to increase their recovery capital, heal themselves and help other women do the same.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$69,820$174,350▲ $104,530
Savings and Temporary Cash Investments$15,828$150,718▲ $134,890
Prepaid Expenses and Deferred Charges-$83,745-
Accounts Receivable$100,316$169▼ $100,147
Pledges and Grants Receivable$2,059$25▼ $2,034
Total Assets$188,023$409,007▲ $220,984
Liabilities
Deferred Revenue$135,166$224,364▲ $89,198
Accounts Payable and Accrued Expenses$3,096$90,412▲ $87,316
Total Liabilities$138,262$314,776▲ $176,514
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$49,761$48,989▼ $772
Net Assets With Donor Restrictions$0$45,242▲ $45,242
Total Net Assets Fund Balance$49,761$94,231▲ $44,470
Total Liabilities and Net Assets / Fund Balance$188,023$409,007▲ $220,984
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan CarterChief Executive OfficerFT$78,000$78,000
Dawn Nickel PhDPresidentChairDir StrategicPT$36,000$36,000

Board Members and Trustees

NameTitle
Taryn StrongBoard Member & Vice Chair
Kirsten NewquistBoard Member
Mary Beth OConnorBoard Member Secretary
Shelly DimitrijevicTreasurer Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$459,834
Program Service Revenue
$280,737
Investment Income
$3
Other Revenue
$15,250
All Other Contributions
$459,834
Change in Net Assets
$44,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$615,229
Salaries, Compensation, and Employee Benefits$96,125
Total Fundraising Expense$21,509
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$162,577$46,492-$209,069
Fees for Services Management$153,715-$12,898$166,613
Current Officers, Directors, Trustees, and Key Employees$54,600$19,500$3,900$78,000
Fees for Services Accounting$18,000$18,000-$36,000
Fees for Services Legal$17,975$4,494-$22,469
Advertising$14,220$3,555-$17,775
Other Expenses$3,604$13,910-$17,514
Information Technology$7,287$4,753$3,805$15,845
Other Employee Benefits$8,333$2,976$595$11,904
Payroll Taxes$4,355$1,555$311$6,221
Travel$1,952$837-$2,789
Office Expenses$1,171$839-$2,010
All Other Expenses$1,120$738-$1,858
Insurance$539$1,259-$1,798
Total Functional Expenses$569,814$120,031$21,509$711,354
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

The Foundations President, Dawn Nickel, and the Secretary, Taryn Strong, have a family relationship.

Form 990 governing body review Part VI line 11

The organizations Vice President and Executive Director/CEO thoroughly reviewed the Form 990 and discussed it with the preparer CPA. Each page of the return was discussed, specifically aimed at understanding the purpose and potential regulatory issues. Following that review, a complete copy of the Form 990 was provided to the organizations board of directors. At a board meeting, the CPA provided a high-level overview and addressed any questions or concerns. Any potential changes were thoroughly discussed and resolved before filing the return.

Conflict of interest policy compliance Part VI line 12C

All Foundation officers, directors, board committee members and employees are covered under the Conflict of Interest Policy. Under the policy, any Foundation officer, director, Board committee member or employee who has a direct or indirect financial interest, as defined in the policy, is an interested person. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and all material facts to the Board. Any interested director must recuse himself or herself at any time from involvement in any decision or discussion in which he or she has or may have a conflict of interest, without going through the process for determining whether such a conflict of interest exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person(s), he/she shall leave the Board meeting while the determination of a conflict of interest is discussed and voted upon. The procedures for addressing the conflict of interest include: (a) A presentation at the Board meeting, then abstaining from a discussion or vote on the transaction or arrangement; (b) If appropriate, the President shall appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement; (c) After exercising due diligence, the Board determines whether the Foundation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest; (d) If a more advan tageous transaction or arrangement is not reasonably possible, the Board will determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Foundations best interest, for its own benefit, and whether it is fair and reasonable. Each officer, director, Board committee member and employee must annually complete and sign a Conflict of Interest Disclosure Statement. If the Board has reasonable cause to believe a person has failed to disclose actual or possible conflicts of interest, it will inform such person of the basis for such belief and afford the person an opportunity to explain the alleged failure to disclose. Appropriate disciplinary and/or correction action will be taken as warranted.

Governing documents etc available to public Part VI line 19

Federal tax laws do not require that the organizations Articles, Bylaws, Conflict of Interest Policy or financial statements be provided to the general public.

Filing and Contact Details

Filer

Filer Name
SHE RECOVERS Foundation
EIN
82-5114552
Address
14 Millers End, Santa Fe, NM 87508

Signing Officer

Name
Susan G Carter
Title
CEO
Phone
2149146457
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Nickel PhD
Formed
2018
Legal Domicile
Nm
Voting Board Members
6
Independent Board Members
4
Employees
1
Volunteers
125

Preparer

Firm
PrinceMorrison LLP
Address
9595 Wilshire Blvd Ste 900, Beverly Hills, CA 90212
Preparer
Regina L Prince CPA
Phone
3103004085
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Other Fees for Services - Professional $146,492Other Fees for Services - Program $62,577

Part III response or note to any other line in Part III

PART III, 4a, PROGRAM SERVICE ACCOMPLISHMENTS-CONTINUED.During 2021, SRFs program service accomplishments included the following:(1) Provided more than 440,000 women in or seeking recovery online connection, resources and suppport, 24/7(2) Provided more than 2,100 hours of LIVE virtual educational and support group meetings serving more than 49,000 women in or seeking recovery(3) Delivered more than 510 hours of training and support to 350 SHE RECOVERS certified profesional trauma-informed recovery coaches, yoga instructors, and trainees(4) Onboarded 100 volunteers to help fulfill SRFs mission of connecting, supporting, and empowering women(5) Provided 18,560 women secure platforms to connect, support, and empower one another in their local commuinities and special population groups(6) Continued growth recogizing an average of 1,300 new folllowers each month on SHE RECOVERS social media platforms

General explanation attachment

MISSION STATEMENT: To inspire hope, reduce stigma and empower women in or seeking recovery for behavioral health issues and other life challenges to increase their recovery capital, heal themselves, and help other women to do the same. FOUNDATION OVERVIEW: SHE RECOVERS Foundation is a global grassroots movement currently serving more than 325,000 women in or seeking recovery from substance use disorders, other behavioral health issues and/or life challenges. This lifeline organization connects women through its virtual platforms and in-person community networks, provides resources and supports women to develop their own holistic recovery patchworks, and empowers them to thrive and share their successes. All efforts are designed to end the stigma and shame of being in recovery so that more women can heal and grow. A focus on research enables the organization to establish a more robust evidence base related to the efficacy of non-traditional recovery pathways.GOALS AND OBJECIVES: (1) Provide women from diverse backgrounds increased access to communities of recovery support both online and in person.(2) Help women build recovery capital by introducing or providing recovery resources necessary to cultivate individualized and holistic recovery practices.(3) Reduce the stigma related to women and recovery through public awareness programs and education of key policymakers, stakeholders and the general public.(4) Contribute to a growing evidence base that shows the efficacy of non-traditional recovery practices.(5) Be a trusted source of information for all women in or seeking recovery.Strategies. The Foundations stated purpose is to connect, support and empower women in or seeking recovery.CONNECT: Building a Volunteer Network of Support. The stigma associated with asking for help to recover - not just from substance use disorders - but from other mental health issues like anxiety or depression or other life challenges caused by trauma, racism, sexual, emotional or physical abuse is fueling a North American health crises. The Foundation strongly believes that recovery becomes more accessible and acceptable in a community when there is a direct personal connection. The Foundation is committed to building a strong, diverse and active volunteer network of online and local community peer-based and peer-led recovery support groups and programs. It is currently developing a training and mobilization plan that includes tiered volunteer programs.SUPPORT: Expanding In-Person Events to Increase Womens Recovery Capital. A survey of the SHE RECOVERS online community conducted by the University of Pennsylvania in late 2018 found 45% of respondents identified in-person pro-social events as the service that they most highly desired to support theor ongoing recovery. For more than eight years, women have been invited to strengthen their recovery capital by fostering relationships, engaging in introspection, sharing their experiences with one another, and learning how to practica radical self-care. The Foundation is deeply committed to increasing event access for women locally as well as nationally by considering locations, cost, topics, and programming designed to meet the needs of diverse communities.Creating Resource-Rich Online Platforms. Emerging evidence reveals women are reaching out in greater numbers - particularly online - to connect with and receive support for various behavioral health issues. Women build recovery capital in online groups. They allow flexibility around when they access support and provide the ability to share information and feelings without having to disclose their personal identity. Most importantly, online support is financially accessible as forums and Facebook groups do not charge their members to participate; and as long as women can access internet, there are no geographical boundaries.Building Capacity to Support Women in Recovery. Dedicated to increasing access to its programs, the Foundation offers certificatio

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IRS990/Desc0SHE RECOVERS Foundation (SRF) is a growing and evolving community currently serving more than 325,000 women in or seeking recovery from substance use disorders, other behavioral health issues, and/or life challenges. This lifeline organization connects women through its virtual platforms and in-person community networks, provides resources and supports women to develop their own holistic recovery patchworks, and empowers them to thrive and share their success. All efforts are designed to end the stigma and shame often associated with recovery so that more women may heal and grow. (See Schedule O for 2021 accomplishments.)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundations President, Dawn Nickel, and the Secretary, Taryn Strong, have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations Vice President and Executive Director/CEO thoroughly reviewed the Form 990 and discussed it with the preparer CPA. Each page of the return was discussed, specifically aimed at understanding the purpose and potential regulatory issues. Following that review, a complete copy of the Form 990 was provided to the organizations board of directors. At a board meeting, the CPA provided a high-level overview and addressed any questions or concerns. Any potential changes were thoroughly discussed and resolved before filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All Foundation officers, directors, board committee members and employees are covered under the Conflict of Interest Policy. Under the policy, any Foundation officer, director, Board committee member or employee who has a direct or indirect financial interest, as defined in the policy, is an interested person. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and all material facts to the Board. Any interested director must recuse himself or herself at any time from involvement in any decision or discussion in which he or she has or may have a conflict of interest, without going through the process for determining whether such a conflict of interest exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person(s), he/she shall leave the Board meeting while the determination of a conflict of interest is discussed and voted upon. The procedures for addressing the conflict of interest include: (a) A presentation at the Board meeting, then abstaining from a discussion or vote on the transaction or arrangement; (b) If appropriate, the President shall appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement; (c) After exercising due diligence, the Board determines whether the Foundation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest; (d) If a more advan tageous transaction or arrangement is not reasonably possible, the Board will determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Foundations best interest, for its own benefit, and whether it is fair and reasonable. Each officer, director, Board committee member and employee must annually complete and sign a Conflict of Interest Disclosure Statement. If the Board has reasonable cause to believe a person has failed to disclose actual or possible conflicts of interest, it will inform such person of the basis for such belief and afford the person an opportunity to explain the alleged failure to disclose. Appropriate disciplinary and/or correction action will be taken as warranted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Federal tax laws do not require that the organizations Articles, Bylaws, Conflict of Interest Policy or financial statements be provided to the general public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Fees for Services - Professional $146,492Other Fees for Services - Program $62,577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PART III, 4a, PROGRAM SERVICE ACCOMPLISHMENTS-CONTINUED.During 2021, SRFs program service accomplishments included the following:(1) Provided more than 440,000 women in or seeking recovery online connection, resources and suppport, 24/7(2) Provided more than 2,100 hours of LIVE virtual educational and support group meetings serving more than 49,000 women in or seeking recovery(3) Delivered more than 510 hours of training and support to 350 SHE RECOVERS certified profesional trauma-informed recovery coaches, yoga instructors, and trainees(4) Onboarded 100 volunteers to help fulfill SRFs mission of connecting, supporting, and empowering women(5) Provided 18,560 women secure platforms to connect, support, and empower one another in their local commuinities and special population groups(6) Continued growth recogizing an average of 1,300 new folllowers each month on SHE RECOVERS social media platforms
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISSION STATEMENT: To inspire hope, reduce stigma and empower women in or seeking recovery for behavioral health issues and other life challenges to increase their recovery capital, heal themselves, and help other women to do the same. FOUNDATION OVERVIEW: SHE RECOVERS Foundation is a global grassroots movement currently serving more than 325,000 women in or seeking recovery from substance use disorders, other behavioral health issues and/or life challenges. This lifeline organization connects women through its virtual platforms and in-person community networks, provides resources and supports women to develop their own holistic recovery patchworks, and empowers them to thrive and share their successes. All efforts are designed to end the stigma and shame of being in recovery so that more women can heal and grow. A focus on research enables the organization to establish a more robust evidence base related to the efficacy of non-traditional recovery pathways.GOALS AND OBJECIVES: (1) Provide women from diverse backgrounds increased access to communities of recovery support both online and in person.(2) Help women build recovery capital by introducing or providing recovery resources necessary to cultivate individualized and holistic recovery practices.(3) Reduce the stigma related to women and recovery through public awareness programs and education of key policymakers, stakeholders and the general public.(4) Contribute to a growing evidence base that shows the efficacy of non-traditional recovery practices.(5) Be a trusted source of information for all women in or seeking recovery.Strategies. The Foundations stated purpose is to connect, support and empower women in or seeking recovery.CONNECT: Building a Volunteer Network of Support. The stigma associated with asking for help to recover - not just from substance use disorders - but from other mental health issues like anxiety or depression or other life challenges caused by trauma, racism, sexual, emotional or physical abuse is fueling a North American health crises. The Foundation strongly believes that recovery becomes more accessible and acceptable in a community when there is a direct personal connection. The Foundation is committed to building a strong, diverse and active volunteer network of online and local community peer-based and peer-led recovery support groups and programs. It is currently developing a training and mobilization plan that includes tiered volunteer programs.SUPPORT: Expanding In-Person Events to Increase Womens Recovery Capital. A survey of the SHE RECOVERS online community conducted by the University of Pennsylvania in late 2018 found 45% of respondents identified in-person pro-social events as the service that they most highly desired to support theor ongoing recovery. For more than eight years, women have been invited to strengthen their recovery capital by fostering relationships, engaging in introspection, sharing their experiences with one another, and learning how to practica radical self-care. The Foundation is deeply committed to increasing event access for women locally as well as nationally by considering locations, cost, topics, and programming designed to meet the needs of diverse communities.Creating Resource-Rich Online Platforms. Emerging evidence reveals women are reaching out in greater numbers - particularly online - to connect with and receive support for various behavioral health issues. Women build recovery capital in online groups. They allow flexibility around when they access support and provide the ability to share information and feelings without having to disclose their personal identity. Most importantly, online support is financially accessible as forums and Facebook groups do not charge their members to participate; and as long as women can access internet, there are no geographical boundaries.Building Capacity to Support Women in Recovery. Dedicated to increasing access to its programs, the Foundation offers certificatio
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