Civic Intelligence

Susan'S Legacy

990EZ • Fiscal year 2021 • EIN 85-0462276

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 16, 2021

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

85th percentile

0.65x

Higher debt load relative to assets than 85% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.15x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

10%

Higher net margin than 53% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$16,600

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2021 filings • NTEE F • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

75%

Faster asset growth than 81% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

72%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$29,463

Up $12,665 (+75%) from 2020

Net Assets

Up

$10,310

Up $13,335 (+441%) from 2020

Liabilities

Down

$19,153

Down $670 (-3.4%) from 2020

Revenue

Up

$127,566

Up $53,516 (+72%) from 2020

Expenses

Up

$114,229

Up $32,081 (+39%) from 2020

Net Income

Up

$13,337

Up $21,435 (+265%) from 2020

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

2021

Assets$29,463
Liabilities$19,153
Net Assets$10,310

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

2021

Revenue$127,566
Expenses$114,229
Net Income$13,337
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 16, 2021
Return Version
2020v4.0
Gross Receipts
$127,566
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 - 97% OF CLIENTS RECIEVED AT LEAST ONE SERVICE THROUGH COORDINATION OF COMMUNITY SERVICES. SEVEN CLIENTS RECIEVED HOUSING OR IMPROVED HOUSING. 100% OF CLIENTS ELIGIBLE FOR ENTITLEMENT PROGRAMS WERE ENROLLED. 16% OF CLIENTS INCREASED THEIR INCOME-$31,360
MAINTAIN SOBRIETY: 55% IF CLIENTS MAINTAINED SOBRIETY FOR AT LEAST 6 MONTHS & 38 % MAINTAINED SOBRIETY FOR THE ENTIRE YEAR.-$31,360
MENTAL HEALTH STABILIZATION: 79% OF CLIENTS WERE ABLE TO MAINTAIN STABILIZED MENTAL HEALTH FOR AT LEAST 90 DAYS. RESULTS FOR 2020-2021 WERE AFFECTED BY THE COVID PANDEMIC AND QUARANTINE.-$31,360
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN WEILExecutive DiPT$16,600-$16,600
GAIL BOYDDirector-$0--
MEGAN CHRISTENSENSecretary-$0--
TAMMY GONZALESDirector-$0--
KAREN NAVARRODirector-$0--
ANNE ROSEBoard Chair-$0--
LAURA SALAMYDirector-$0--
JENESSA GRAYDirector-$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
2021-11-16

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 759 travel 633 interest 542 workers comp insurance 1,682 liability insurance 2,662 client assistance 12,644 testing supplies 133 other program expenses 210 bank & credit card fees 93 equipment & software 1,051 licensing fees 120 recruiting 35 comunity relations 246 meetings 4,322 website 1,214 total 26,346

Form 990-ez, Part II, Line 24

Grants receivable 0 10,000 accounts receivable 0 600 prepaid expenses and deferred charges 2,515 1,587 total 2,515 12,187

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 679 115 line of credit 4,279 3,521 accrued payables 69 137 accrued payroll expenses 3,033 3,805 ppp loan payable 11,765 11,575

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 - 97% of clients recieved at least one service through coordination of community services. Seven clients recieved housing or improved housing. 100% of clients eligible for entitlement programs were enrolled. 16% of clients increased their income

Raw XML Appendix172 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1MEGAN CHRISTENSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm2TAMMY GONZALES
CompensationExplanation/CompensationExplanationGrp/PersonNm3KAREN NAVARRO
CompensationExplanation/CompensationExplanationGrp/PersonNm4ANNE ROSE
CompensationExplanation/CompensationExplanationGrp/PersonNm5LAURA SALAMY
CompensationExplanation/CompensationExplanationGrp/PersonNm6KATHRYN WEIL
CompensationExplanation/CompensationExplanationGrp/PersonNm7JENESSA GRAY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
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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.
IRS990EZ/PrintingPublicationsPostageAmt0111
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INTENSIVE CASE MANAGEMENT - 97% OF CLIENTS RECIEVED AT LEAST ONE SERVICE THROUGH COORDINATION OF COMMUNITY SERVICES. SEVEN CLIENTS RECIEVED HOUSING OR IMPROVED HOUSING. 100% OF CLIENTS ELIGIBLE FOR ENTITLEMENT PROGRAMS WERE ENROLLED. 16% OF CLIENTS INCREASED THEIR INCOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MAINTAIN SOBRIETY: 55% IF CLIENTS MAINTAINED SOBRIETY FOR AT LEAST 6 MONTHS & 38 % MAINTAINED SOBRIETY FOR THE ENTIRE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MENTAL HEALTH STABILIZATION: 79% OF CLIENTS WERE ABLE TO MAINTAIN STABILIZED MENTAL HEALTH FOR AT LEAST 90 DAYS. RESULTS FOR 2020-2021 WERE AFFECTED BY THE COVID PANDEMIC AND QUARANTINE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE & OPERATING SUPPLIES 759 TRAVEL 633 INTEREST 542 WORKERS COMP INSURANCE 1,682 LIABILITY INSURANCE 2,662 CLIENT ASSISTANCE 12,644 TESTING SUPPLIES 133 OTHER PROGRAM EXPENSES 210 BANK & CREDIT CARD FEES 93 EQUIPMENT & SOFTWARE 1,051 LICENSING FEES 120 RECRUITING 35 COMUNITY RELATIONS 246 MEETINGS 4,322 WEBSITE 1,214 TOTAL 26,346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 0 10,000 ACCOUNTS RECEIVABLE 0 600 PREPAID EXPENSES AND DEFERRED CHARGES 2,515 1,587 TOTAL 2,515 12,187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 679 115 LINE OF CREDIT 4,279 3,521 ACCRUED PAYABLES 69 137 ACCRUED PAYROLL EXPENSES 3,033 3,805 PPP LOAN PAYABLE 11,765 11,575
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 - 97% OF CLIENTS RECIEVED AT LEAST ONE SERVICE THROUGH COORDINATION OF COMMUNITY SERVICES. SEVEN CLIENTS RECIEVED HOUSING OR IMPROVED HOUSING. 100% OF CLIENTS ELIGIBLE FOR ENTITLEMENT PROGRAMS WERE ENROLLED. 16% OF CLIENTS INCREASED THEIR INCOME
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN WEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05058438450
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-16
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/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/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S CLARK CPA
ReturnHeader/ReturnTs02021-11-16T12:11:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEIL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
2021Detailed filing. Detailed filing data is available for this year.$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