Civic Intelligence

Susan'S Legacy

990EZ • Fiscal year 2016 • EIN 85-0462276

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

11005 Spain Rd NEAlbuquerque, NM 87111

(505) 843-8450

Siviq Scores

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

Liabilities / Assets

97th percentile

2.96x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.23x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Top Officer Pay

74th percentile

$13,600

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-76%

Faster asset growth than 2% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$5,961

Down $18,723 (-76%) from 2015

Net Assets

Down

-$11,687

Down $16,429 (-346%) from 2015

Liabilities

Down

$17,648

Down $2,294 (-12%) from 2015

Revenue

Down

$75,932

Down $47,518 (-38%) from 2015

Expenses

Up

$92,364

Up $10,893 (+13%) from 2015

Net Income

Down

-$16,432

Down $58,411 (-139%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2010: $73,766Liabilities 2010: $38,438Net Assets 2010: $35,3282010Assets 2011: $45,603Liabilities 2011: $41,2132011Assets 2012: $7,383Liabilities 2012: $39,6342012Assets 2013: $2,488Liabilities 2013: $38,919Net Assets 2013: -$36,4312013Assets 2014: $3,534Liabilities 2014: $40,771Net Assets 2014: -$37,2372014Assets 2015: $24,684Liabilities 2015: $19,942Net Assets 2015: $4,7422015Assets 2016: $5,961Liabilities 2016: $17,648Net Assets 2016: -$11,6872016Assets 2017: $3,808Liabilities 2017: $15,5292017Assets 2018: $2,446Liabilities 2018: $8,9662018Assets 2019: $17,997Liabilities 2019: $12,9242019Assets 2020: $16,798Liabilities 2020: $19,823Net Assets 2020: -$3,0252020Assets 2021: $29,463Liabilities 2021: $19,153Net Assets 2021: $10,3102021Assets 2022: $44,816Liabilities 2022: $3,845Net Assets 2022: $40,9712022Assets 2023: $30,809Liabilities 2023: $4,7282023Assets 2024: $27,640Liabilities 2024: $5,1342024Assets 2025: $10,996Liabilities 2025: $5,294Net Assets 2025: $5,7022025

Highlighted filing

2016

Assets$5,961
Liabilities$17,648
Net Assets-$11,687

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $167,155Expenses 2010: $221,275Net Income 2010: -$54,1202010Revenue 2011: $125,657Expenses 2011: $156,595Net Income 2011: -$30,9382011Revenue 2012: $12,360Expenses 2012: $49,001Net Income 2012: -$36,6412012Revenue 2013: $85,972Expenses 2013: $90,152Net Income 2013: -$4,1802013Revenue 2014: $89,727Expenses 2014: $90,533Net Income 2014: -$8062014Revenue 2015: $123,450Expenses 2015: $81,471Net Income 2015: $41,9792015Revenue 2016: $75,932Expenses 2016: $92,364Net Income 2016: -$16,4322016Revenue 2017: $84,801Expenses 2017: $84,835Net Income 2017: -$342017Revenue 2018: $80,391Expenses 2018: $75,190Net Income 2018: $5,2012018Revenue 2019: $84,771Expenses 2019: $73,178Net Income 2019: $11,5932019Revenue 2020: $74,050Expenses 2020: $82,148Net Income 2020: -$8,0982020Revenue 2021: $127,566Expenses 2021: $114,229Net Income 2021: $13,3372021Revenue 2022: $147,462Expenses 2022: $116,801Net Income 2022: $30,6612022Revenue 2023: $134,078Expenses 2023: $148,970Net Income 2023: -$14,8922023Revenue 2024: $155,049Expenses 2024: $158,624Net Income 2024: -$3,5752024Revenue 2025: $135,260Expenses 2025: $152,064Net Income 2025: -$16,8042025

Highlighted filing

2016

Revenue$75,932
Expenses$92,364
Net Income-$16,432
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$75,932
Mission and Program Overview

Mission

Susan's legacy is non-profit organization committed to serving women with co-occuring mental and addictive disorders(cod). The services include intensive case management, psyco-education groups, including 12-step empowerment recovery groups,life skills education and substance abuse assessment and counseling. The goal of this program is to grow participant's skills as they become independent, self-supporting, contributting members of the commmunity.

Susan's legacy serves women with co-occurring mental and addictive disorders (cod). The services include intensive case management, psycho- education groups, including 12-step empowerment recovery groups, life skills education, and substance abuse assessment and counseling. The goal of this program is to grow participant's skills, as they become independent, self-supporting, contributing community members.

Program Services

DescriptionGrantsExpenses
SUSAN'S LEGACY SERVES WOMEN WITH CO-OCCURING MENTAL AND ADDICTIVE DISORDERS (COD). THE SERVICES INCLUDE INTENSIVE CASE MANAGEMENT, PSYCHO-EDUCATION GROUPS, INCLUDING 12-STEP EMPOWERMENT RECOVERY GROUPS, LIFE SKILLS EDUCATION, AND SUBSTANCE ABUSE ASSESSMENT AND COUNSELING. THE GOAL OF THIS PROGRAM IS TO GROW PARTICIPANTS' SKILLS, AS THEY BECOME INDEPENDENT, SELF- SUPPORTING, CONTRIBUTING COMMUNITY MEMBERS. DURING 2015/2016 SUSAN'S LEGACY SERVED SEVERAL CLIENTS WITH THESE SERVICES.-$85,035
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN WEILExecutive DiFT$13,600-$13,600
DEBRA CHASEDirector-$3,213-$3,213
ANNE ROSE PHDBoard Chairm-$0--
JULIANNE LOCKWOOD PHDTreasurer-$0--
GAIL BOYDDirector-$0--
PATRICK MCNERTNEY JDDirector-$0--
TAMMY GONZALESSecretary-$0--
INEZ ARROYODirector-$0--
LEE ANN RATZLAFFDirector-$0--
JOEY CASTANEDADirector-$0--
Filing and Contact Details

Filer

Filer Name
SUSAN'S LEGACY
EIN
85-0462276
Phone
5058438450
Address
11005 SPAIN RD NE, ALBUQUERQUE, NM 87111

Signing Officer

Name
Kathryn Weil
Title
Executive Director
Phone
5058438450
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Robert S Clark CPA
Address
9201 MONTGOMERY BLVD NE STE 701, ALBUQUERQUE, NM 87111-2470
Preparer
Robert S Clark CPA
Phone
5058843703
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses promotion 495 supplies 2,552 computer 513 insurance expense 5,165 background checks 105 fundraising 200 licenses, fees and permit 35 moving expense 800 resident bus passes 400 telephone expense 2,430 total 12,695

Form 990-ez, Part II, Line 24

Grants receivable 48 5,961 total 48 5,961

Form 990-ez, Part II, Line 26

Payroll liabilities 1,698 980 short term borrowings 18,244 16,668

Form 990-ez, Part III

Susan's legacy serves women with co-occurring mental and addictive disorders (cod). The services include intensive case management, psycho- education groups, including 12-step empowerment recovery groups, life skills education, and substance abuse assessment and counseling. The goal of this program is to grow participant's skills, as they become independent, self-supporting, contributing community members.

Form 990-ez, Part III, Line 28

Susan's legacy serves women with co-occuring mental and addictive disorders (cod). The services include intensive case management, psycho-education groups, including 12-step empowerment recovery groups, life skills education, and substance abuse assessment and counseling. The goal of this program is to grow participants' skills, as they become independent, self- supporting, contributing community members. During 2015/2016 susan's legacy served several clients with these services.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROMOTION 495 SUPPLIES 2,552 COMPUTER 513 INSURANCE EXPENSE 5,165 BACKGROUND CHECKS 105 FUNDRAISING 200 LICENSES, FEES AND PERMIT 35 MOVING EXPENSE 800 RESIDENT BUS PASSES 400 TELEPHONE EXPENSE 2,430 TOTAL 12,695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 48 5,961 TOTAL 48 5,961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL LIABILITIES 1,698 980 SHORT TERM BORROWINGS 18,244 16,668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUSAN'S LEGACY SERVES WOMEN WITH CO-OCCURRING MENTAL AND ADDICTIVE DISORDERS (COD). THE SERVICES INCLUDE INTENSIVE CASE MANAGEMENT, PSYCHO- EDUCATION GROUPS, INCLUDING 12-STEP EMPOWERMENT RECOVERY GROUPS, LIFE SKILLS EDUCATION, AND SUBSTANCE ABUSE ASSESSMENT AND COUNSELING. THE GOAL OF THIS PROGRAM IS TO GROW PARTICIPANT'S SKILLS, AS THEY BECOME INDEPENDENT, SELF-SUPPORTING, CONTRIBUTING COMMUNITY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUSAN'S LEGACY SERVES WOMEN WITH CO-OCCURING MENTAL AND ADDICTIVE DISORDERS (COD). THE SERVICES INCLUDE INTENSIVE CASE MANAGEMENT, PSYCHO-EDUCATION GROUPS, INCLUDING 12-STEP EMPOWERMENT RECOVERY GROUPS, LIFE SKILLS EDUCATION, AND SUBSTANCE ABUSE ASSESSMENT AND COUNSELING. THE GOAL OF THIS PROGRAM IS TO GROW PARTICIPANTS' SKILLS, AS THEY BECOME INDEPENDENT, SELF- SUPPORTING, CONTRIBUTING COMMUNITY MEMBERS. DURING 2015/2016 SUSAN'S LEGACY SERVED SEVERAL CLIENTS WITH THESE SERVICES.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.11$0.05$0.06$1.35$1.52$0.17
2024Summary only. Only limited summary data is available for this year.$0.28$0.05$1.55$1.59$0.04
2023Summary only. Only limited summary data is available for this year.$0.31$0.05$1.34$1.49$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.04$0.41$1.47$1.17$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.19$0.10$1.28$1.14$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.20$0.03$0.74$0.82$0.08
2019Summary only. Only limited summary data is available for this year.$0.18$0.13$0.85$0.73$0.12
2018Summary only. Only limited summary data is available for this year.$0.02$0.09$0.80$0.75$0.05
2017Summary only. Only limited summary data is available for this year.$0.04$0.16$0.85$0.85$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.18$0.12$0.76$0.92$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.20$0.05$1.23$0.81$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.41$0.37$0.90$0.91$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.39$0.36$0.86$0.90$0.04
2012Summary only. Only limited summary data is available for this year.$0.07$0.40$0.12$0.49$0.37
2011Summary only. Only limited summary data is available for this year.$0.46$0.41$1.26$1.57$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.38$0.35$1.67$2.21$0.54