Civic Intelligence

Susan'S Legacy

990EZ • Fiscal year 2019 • EIN 85-0462276

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 29, 2019

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

89th percentile

0.72x

Higher debt load relative to assets than 89% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.15x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Top Officer Pay

74th percentile

$14,400

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Asset Growth

97th percentile

636%

Faster asset growth than 97% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

5.4%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$17,997

Flat from 2019

Net Assets

$5,073

No earlier filing loaded for comparison.

Liabilities

Flat

$12,924

Flat from 2019

Revenue

Flat

$84,771

Flat from 2019

Expenses

Flat

$73,178

Flat from 2019

Net Income

Flat

$11,593

Flat from 2019

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: $12,924Net Assets 2019: $5,0732019Assets 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

2019

Assets$17,997
Liabilities$12,924
Net Assets$5,073

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 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

2019

Revenue$84,771
Expenses$73,178
Net Income$11,593
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 29, 2019
Return Version
2018v3.1
Gross Receipts
$84,771
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-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 participant's skills as they become independent, self- supporting, contributiing members of the community.

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 PARTICIPANT'S SKILLS AS THEY BECOME INDEPENDENT, SELF- SUPPORTING, CONTRIBUTING MEMBERS OF THE COMMUNITY. DURING 2018/2019 SUSAN'S LEGACY SERVED SEVERAL CLIENTS WITH THESE SERVICES.-$14,246
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN WEILExecutive DiPT$14,400-$14,400
GAIL BOYDDirector-$0--
MEGAN CHRISTENSENSecretary-$0--
TAMMY GONZALESDirector-$0--
RITA GONZALESTreasurer-$0--
KELLY MORANTESDirector-$0--
KAREN NAVARRODirector-$0--
ANNE ROSEBoard Chair-$0--
LAURA SALAMYDirector-$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
2019-10-29

Preparer

Firm
Robert Clark CPA LLC
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 office & operating supplies 204 travel 8 interest 2,018 unemployment insurance 660 workers comp insurance 866 liability insurance 2,776 buss passes 652 client assistance 4,030 clinical supervision 9,393 other program expenses 171 fundraising costs 83 bank & credit card fees 53 equipment & software 31 late fees 49 licensing fees 89 recruiting 35 total 21,118

Form 990-ez, Part II, Line 24

Grants receivable 0 12,000 accounts receivable 2,428 2,777 prepaid expenses and deferred charges 0 547 total 2,428 15,324

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 4,751 362 short term borrowing 4,215 0 credit cards payable 0 316 line of credit 0 10,133 accrued payables 0 288 accrued payroll expenses 0 1,825

Form 990-ez, Part III

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 participant's skills as they become independent, self- supporting, contributiing members of the community.

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 participant's skills as they become independent, self- supporting, contributing members of the community. During 2018/2019 susan's legacy served several clients with these services.

Raw XML Appendix160 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE & OPERATING SUPPLIES 204 TRAVEL 8 INTEREST 2,018 UNEMPLOYMENT INSURANCE 660 WORKERS COMP INSURANCE 866 LIABILITY INSURANCE 2,776 BUSS PASSES 652 CLIENT ASSISTANCE 4,030 CLINICAL SUPERVISION 9,393 OTHER PROGRAM EXPENSES 171 FUNDRAISING COSTS 83 BANK & CREDIT CARD FEES 53 EQUIPMENT & SOFTWARE 31 LATE FEES 49 LICENSING FEES 89 RECRUITING 35 TOTAL 21,118
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,751 362 SHORT TERM BORROWING 4,215 0 CREDIT CARDS PAYABLE 0 316 LINE OF CREDIT 0 10,133 ACCRUED PAYABLES 0 288 ACCRUED PAYROLL EXPENSES 0 1,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUSAN'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 PARTICIPANT'S SKILLS AS THEY BECOME INDEPENDENT, SELF- SUPPORTING, CONTRIBUTIING MEMBERS OF THE COMMUNITY.
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 PARTICIPANT'S SKILLS AS THEY BECOME INDEPENDENT, SELF- SUPPORTING, CONTRIBUTING MEMBERS OF THE COMMUNITY. DURING 2018/2019 SUSAN'S LEGACY SERVED SEVERAL CLIENTS WITH THESE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/Filer/EIN0850462276
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ReturnHeader/FilingSecurityInformation/IPTm015:58:55
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT CLARK CPA LLC
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S CLARK CPA
ReturnHeader/ReturnTs02019-10-30T15:58:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.13$0.05$0.85$0.73$0.12
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