Civic Intelligence

Susan'S Legacy

990EZ • Fiscal year 2022 • EIN 85-0462276

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 24, 2023

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

71st percentile

0.09x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Source year 2022

Net Margin

67th percentile

21%

Higher net margin than 67% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$16,800

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2022 filings • NTEE F • <$500k nonprofits • Source year 2022

Asset Growth

82nd percentile

52%

Faster asset growth than 82% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$44,816

Up $15,353 (+52%) from 2021

Net Assets

Up

$40,971

Up $30,661 (+297%) from 2021

Liabilities

Down

$3,845

Down $15,308 (-80%) from 2021

Revenue

Up

$147,462

Up $19,896 (+16%) from 2021

Expenses

Up

$116,801

Up $2,572 (+2.3%) from 2021

Net Income

Up

$30,661

Up $17,324 (+130%) from 2021

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

2022

Assets$44,816
Liabilities$3,845
Net Assets$40,971

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

2022

Revenue$147,462
Expenses$116,801
Net Income$30,661
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 24, 2023
Return Version
2021v4.0
Gross Receipts
$147,462
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
SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT TO 52 CLIENTS DURING THE 2021-2022 FISCAL YEAR. ALL CLIENTS WERE CONNECTED WITH THE COMMUNITY RESOURCES THEY NEEDED, LIKE FURNITURE, CLOTHING, ETC. THOSE CLIENTS NOT ALREADY ENROLLED IN MEDICAID OR FOOD STAMPS WERE ENROLLED. SUSAN'S LEGACY ASSISTED 22 CLIENTS WITH FINDING HOUSING. IF NOT ALREADY CONNECTED WITH A PRIMARY CARE PHYSICIAN AND/OR PSYCHIATRIST, CLIETNS WERE ASSISTED WITH AS NEEDED, MANY CLIENTS WERE CONNECTED WITH RESOURCES FOR THEIR CHILDREN. THE INTENSIVE CASE MANAGER MET WITH OR CALLED CLIENTS ON A WEEKLY BASIS-$34,518
SUSAN'S LEGACY PROVIDED MENTAL HEALTH COUNSELING FOR ALL 52 CLIENTS ON A WEEKLY OR BI-WEEKLY BASIS.-$34,518
SUSAN'S LEGACY PROVIDED A WEEKLY ADDICTION SUPPORT GROUP AS WELL AS WEEKLY OR I-WEEKLY INDIVIDUAL ADDICTION COUNSELING SESSIONS FOR ALL 52 CLIENTS-$34,517
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN WEILExecutive DiPT$16,800-$16,800
TAMMY GONZALESDirector-$0--
KAREN NAVARROTreasurer-$0--
ANNE ROSEBoard Chair-$0--
EMILY MILESSecretary-$0--
LAURA SALAMYSecretary-$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
2023-01-24

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 490 travel 294 interest 290 workers comp insurance 1,446 unemployment insurance 1,198 liability insurance 2,947 client assistance 19,226 testing supplies 287 other program expenses 274 bank & credit card fees 78 licensing fees 60 recruiting 777 comunity relations 246 website 496 late fees 25 total 28,134

Form 990-ez, Part II, Line 24

Grants receivable 10,000 30,000 accounts receivable 600 7,503 prepaid expenses and deferred charges 1,587 1,688 unbilled a/r 0 1,224 total 12,187 40,415

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 115 231 line of credit 3,521 0 accrued payables 137 461 accrued payroll expenses 3,805 3,153 ppp loan payable 11,575 0

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

Susan's legacy provided intensive case management to 52 clients during the 2021-2022 fiscal year. All clients were connected with the community resources they needed, like furniture, clothing, etc. Those clients not already enrolled in medicaid or food stamps were enrolled. Susan's legacy assisted 22 clients with finding housing. If not already connected with a primary care physician and/or psychiatrist, clietns were assisted with as needed, many clients were connected with resources for their children. The intensive case manager met with or called clients on a weekly basis

Raw XML Appendix157 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 490 TRAVEL 294 INTEREST 290 WORKERS COMP INSURANCE 1,446 UNEMPLOYMENT INSURANCE 1,198 LIABILITY INSURANCE 2,947 CLIENT ASSISTANCE 19,226 TESTING SUPPLIES 287 OTHER PROGRAM EXPENSES 274 BANK & CREDIT CARD FEES 78 LICENSING FEES 60 RECRUITING 777 COMUNITY RELATIONS 246 WEBSITE 496 LATE FEES 25 TOTAL 28,134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 10,000 30,000 ACCOUNTS RECEIVABLE 600 7,503 PREPAID EXPENSES AND DEFERRED CHARGES 1,587 1,688 UNBILLED A/R 0 1,224 TOTAL 12,187 40,415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 115 231 LINE OF CREDIT 3,521 0 ACCRUED PAYABLES 137 461 ACCRUED PAYROLL EXPENSES 3,805 3,153 PPP LOAN PAYABLE 11,575 0
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/ExplanationTxt4SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT TO 52 CLIENTS DURING THE 2021-2022 FISCAL YEAR. ALL CLIENTS WERE CONNECTED WITH THE COMMUNITY RESOURCES THEY NEEDED, LIKE FURNITURE, CLOTHING, ETC. THOSE CLIENTS NOT ALREADY ENROLLED IN MEDICAID OR FOOD STAMPS WERE ENROLLED. SUSAN'S LEGACY ASSISTED 22 CLIENTS WITH FINDING HOUSING. IF NOT ALREADY CONNECTED WITH A PRIMARY CARE PHYSICIAN AND/OR PSYCHIATRIST, CLIETNS WERE ASSISTED WITH AS NEEDED, MANY CLIENTS WERE CONNECTED WITH RESOURCES FOR THEIR CHILDREN. THE INTENSIVE CASE MANAGER MET WITH OR CALLED CLIENTS ON A WEEKLY BASIS
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/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN WEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05058438450
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-24
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
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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/PreparationDt02023-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S CLARK CPA
ReturnHeader/ReturnTs02023-01-24T14:25:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEIL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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