Civic Intelligence

Susan'S Legacy

990EZ • Fiscal year 2020 • EIN 85-0462276

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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

92nd percentile

1.18x

Higher debt load relative to assets than 92% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.27x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Top Officer Pay

75th percentile

$15,400

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-6.7%

Faster asset growth than 30% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-13%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$16,798

Down $1,199 (-6.7%) from 2019

Net Assets

-$3,025

No earlier filing loaded for comparison.

Liabilities

Up

$19,823

Up $6,899 (+53%) from 2019

Revenue

Down

$74,050

Down $10,721 (-13%) from 2019

Expenses

Up

$82,148

Up $8,970 (+12%) from 2019

Net Income

Down

-$8,098

Down $19,691 (-170%) 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: $12,9242019Assets 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

2020

Assets$16,798
Liabilities$19,823
Net Assets-$3,025

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

2020

Revenue$74,050
Expenses$82,148
Net Income-$8,098
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$74,050
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 is a non-profit organization committed to serving 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
INTENSIVE CASE MANAGEMENT - SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT SERVICES TO 31 FEMALE CLIENTS DURING FY 2019-2020, MEETING WITH MOST CLIENTS AT LEAST WEEKLY. SERVICES PROVIDED INCLUDED FINDING HOUSING, ENROLLMENT IN ENTITLEMENT PROGRAMS, HELPING FIND CHILDCARE, HELPING TO MEET MEDICAL NEEDS, HELPING TO SECURE EMPLOYMENT, AND MUCH MORE.-$20,831
MENTAL HEALTH COUNSELING - SUSAN'S LEGACY PROVIDES MENTAL HEALTH COUNSELING SERVICES TO CLIENTS WHO ARE ASSESSED AS NEEDING THESE SERVICES. DURING FY 2019-2020, 31 CLIENTS WERE ASSESSED FOR MENTAL HEALTH SERVICES AND APPROXIMATELY 25 CLIENTS RECEIVED MENTAL HEALTH COUNSELING ON A WEEKLY OR BI-WEEKLY BASIS.-$20,830
SUBSTANCE ABUSE COUNSELING - SUSAN'S LEGACY PROVIDES SUBSTANCE ABUSE COUNSELING SERVICES TO CLIENTS WHO ARE ASSESSED AS NEEDING THESE SERVICES. DURING FY 2019-2020, 31 CLIENTS WERE ASSESSED FOR SUBSTANCE ABUSE SERVICES AND APPROXIMATELY 20 CLIENTS PARTICIPATED IN EITHER SUBSTANCE ABUSE COUNSELING OR SUBSTANCE ABUSE SUPPORT GROUPS.-$20,830
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN WEILExecutive DiPT$15,400-$15,400
GAIL BOYDDirector-$0--
MEGAN CHRISTENSENSecretary-$0--
TAMMY GONZALESDirector-$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
2020-11-13

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 326 travel 536 interest 1,068 workers comp insurance 1,334 liability insurance 2,950 buss passes 960 client assistance 4,600 testing supplies 133 other program expenses 246 fundraising costs 539 equipment & software 234 late fees 120 licensing fees 103 recruiting 100 total 13,249

Form 990-ez, Part II, Line 24

Grants receivable 12,000 0 accounts receivable 2,777 0 prepaid expenses and deferred charges 547 2,515 total 15,324 2,515

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 362 677 credit cards payable 316 0 line of credit 10,133 4,279 accrued payables 288 69 accrued payroll expenses 1,825 3,033 ppp loan payable 0 11,765

Form 990-ez, Part III

Susan's legacy is a non-profit organization committed to serving 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

Intensive case management - susan's legacy provided intensive case management services to 31 female clients during fy 2019-2020, meeting with most clients at least weekly. Services provided included finding housing, enrollment in entitlement programs, helping find childcare, helping to meet medical needs, helping to secure employment, and much more.

Form 990-ez, Part III, Line 29

Mental health counseling - susan's legacy provides mental health counseling services to clients who are assessed as needing these services. During fy 2019-2020, 31 clients were assessed for mental health services and approximately 25 clients received mental health counseling on a weekly or bi-weekly basis.

Form 990-ez, Part III, Line 30

Substance abuse counseling - susan's legacy provides substance abuse counseling services to clients who are assessed as needing these services. During fy 2019-2020, 31 clients were assessed for substance abuse services and approximately 20 clients participated in either substance abuse counseling or substance abuse support groups.

Raw XML Appendix170 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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IRS990EZ/PrimaryExemptPurposeTxt0SUSAN'S LEGACY IS A NON-PROFIT ORGANIZATION COMMITTED TO SERVING 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INTENSIVE CASE MANAGEMENT - SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT SERVICES TO 31 FEMALE CLIENTS DURING FY 2019-2020, MEETING WITH MOST CLIENTS AT LEAST WEEKLY. SERVICES PROVIDED INCLUDED FINDING HOUSING, ENROLLMENT IN ENTITLEMENT PROGRAMS, HELPING FIND CHILDCARE, HELPING TO MEET MEDICAL NEEDS, HELPING TO SECURE EMPLOYMENT, AND MUCH MORE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MENTAL HEALTH COUNSELING - SUSAN'S LEGACY PROVIDES MENTAL HEALTH COUNSELING SERVICES TO CLIENTS WHO ARE ASSESSED AS NEEDING THESE SERVICES. DURING FY 2019-2020, 31 CLIENTS WERE ASSESSED FOR MENTAL HEALTH SERVICES AND APPROXIMATELY 25 CLIENTS RECEIVED MENTAL HEALTH COUNSELING ON A WEEKLY OR BI-WEEKLY BASIS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUBSTANCE ABUSE COUNSELING - SUSAN'S LEGACY PROVIDES SUBSTANCE ABUSE COUNSELING SERVICES TO CLIENTS WHO ARE ASSESSED AS NEEDING THESE SERVICES. DURING FY 2019-2020, 31 CLIENTS WERE ASSESSED FOR SUBSTANCE ABUSE SERVICES AND APPROXIMATELY 20 CLIENTS PARTICIPATED IN EITHER SUBSTANCE ABUSE COUNSELING OR SUBSTANCE ABUSE SUPPORT GROUPS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE & OPERATING SUPPLIES 326 TRAVEL 536 INTEREST 1,068 WORKERS COMP INSURANCE 1,334 LIABILITY INSURANCE 2,950 BUSS PASSES 960 CLIENT ASSISTANCE 4,600 TESTING SUPPLIES 133 OTHER PROGRAM EXPENSES 246 FUNDRAISING COSTS 539 EQUIPMENT & SOFTWARE 234 LATE FEES 120 LICENSING FEES 103 RECRUITING 100 TOTAL 13,249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 12,000 0 ACCOUNTS RECEIVABLE 2,777 0 PREPAID EXPENSES AND DEFERRED CHARGES 547 2,515 TOTAL 15,324 2,515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 362 677 CREDIT CARDS PAYABLE 316 0 LINE OF CREDIT 10,133 4,279 ACCRUED PAYABLES 288 69 ACCRUED PAYROLL EXPENSES 1,825 3,033 PPP LOAN PAYABLE 0 11,765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUSAN'S LEGACY IS A NON-PROFIT ORGANIZATION COMMITTED TO SERVING 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/ExplanationTxt4INTENSIVE CASE MANAGEMENT - SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT SERVICES TO 31 FEMALE CLIENTS DURING FY 2019-2020, MEETING WITH MOST CLIENTS AT LEAST WEEKLY. SERVICES PROVIDED INCLUDED FINDING HOUSING, ENROLLMENT IN ENTITLEMENT PROGRAMS, HELPING FIND CHILDCARE, HELPING TO MEET MEDICAL NEEDS, HELPING TO SECURE EMPLOYMENT, AND MUCH MORE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MENTAL HEALTH COUNSELING - SUSAN'S LEGACY PROVIDES MENTAL HEALTH COUNSELING SERVICES TO CLIENTS WHO ARE ASSESSED AS NEEDING THESE SERVICES. DURING FY 2019-2020, 31 CLIENTS WERE ASSESSED FOR MENTAL HEALTH SERVICES AND APPROXIMATELY 25 CLIENTS RECEIVED MENTAL HEALTH COUNSELING ON A WEEKLY OR BI-WEEKLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUBSTANCE ABUSE COUNSELING - SUSAN'S LEGACY PROVIDES SUBSTANCE ABUSE COUNSELING SERVICES TO CLIENTS WHO ARE ASSESSED AS NEEDING THESE SERVICES. DURING FY 2019-2020, 31 CLIENTS WERE ASSESSED FOR SUBSTANCE ABUSE SERVICES AND APPROXIMATELY 20 CLIENTS PARTICIPATED IN EITHER SUBSTANCE ABUSE COUNSELING OR SUBSTANCE ABUSE SUPPORT GROUPS.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN WEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05058438450
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN'S LEGACY
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0850462276
ReturnHeader/Filer/PhoneNum05058438450
ReturnHeader/Filer/USAddress/AddressLine1Txt011005 SPAIN RD NE
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D444469742081963D4BE2548BB08F877CC563A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062950D62DF822F04DE9893599974326165520C59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.31.115.77
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:17:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461276554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT CLARK CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09201 MONTGOMERY BLVD NE STE 701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871112470
ReturnHeader/PreparerPersonGrp/PhoneNum05058843703
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S CLARK CPA
ReturnHeader/ReturnTs02020-11-13T15:17:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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