Civic Intelligence

Susan'S Legacy

990EZ • Fiscal year 2025 • EIN 85-0462276

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 20, 2020

11005 Spain Rd NE Suite 22Albuquerque, NM 87111

(505) 843-8450

Siviq Scores

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

Liabilities / Assets

88th percentile

0.48x

Higher debt load relative to assets than 88% of similar nonprofits.

2025 filings • NTEE F • <$500k nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.04x

Higher debt load relative to revenue than 78% of similar nonprofits.

2025 filings • NTEE F • <$500k nonprofits • Source year 2025

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2025 filings • NTEE F • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$19,200

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2025 filings • NTEE F • <$500k nonprofits • Source year 2025

Asset Growth

13th percentile

-60%

Faster asset growth than 13% of similar nonprofits.

2025 filings • NTEE F • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2025 filings • NTEE F • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$10,996

Down $16,644 (-60%) from 2024

Net Assets

$5,702

No earlier filing loaded for comparison.

Liabilities

Up

$5,294

Up $160 (+3.1%) from 2024

Revenue

Down

$135,260

Down $19,789 (-13%) from 2024

Expenses

Down

$152,064

Down $6,560 (-4.1%) from 2024

Net Income

Down

-$16,804

Down $13,229 (-370%) from 2024

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

2025

Assets$10,996
Liabilities$5,294
Net Assets$5,702

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

2025

Revenue$135,260
Expenses$152,064
Net Income-$16,804
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 20, 2020
Return Version
2024v5.0
Gross Receipts
$135,260
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.

Program Services

DescriptionGrantsExpenses
SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT DURING THE YEAR. ALL CLIENTS WERE CONNECTED WITH THE COMMUNITY RESOURCES THEY NEEDED, LIKE FURNITURE, CLOTHING, ECT. THOSE CLIENTS NOT ALREADY ENROLLED IN MEDICAID OR FOOD STAMPS WERE ENROLLED. SUSAN'S LEGACY ASSISTED CLIENTS WITH FINDING HOUSING. IF NOT ALREADY CONNECTED WITH A PRIMARY CARE PHYSICIAN AND/OR PSYCHIATRIST, CLIENTS 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. THE ORGANIZATION PROVIDED MENTAL HEALTH COUNSELING FOR ALL CLIENTS ON A WEEKLY BASIS AND PROVIDED A WEEKLY ADDICTION SUPPORT GROUP AS WELL AS WEEKLY OR BI-WEEKLY INDIVIDUAL ADDITION COUNSELING SESSIONS FOR ALL CLIENTS.-$141,904
SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT DURING THE YEAR. ALL CLIENTS WERE CONNECTED WITH THE COMMUNITY RESOURCES THEY NEEDED, LIKE FURNITURE, CLOTHING, ECT. THOSE CLIENTS NOT ALREADY ENROLLED IN MEDICAID OR FOOD STAMPS WERE ENROLLED. SUSAN'S LEGACY ASSISTED CLIENTS WITH FINDING HOUSING. IF NOT ALREADY CONNECTED WITH A PRIMARY CARE PHYSICIAN AND/OR PSYCHIATRIST, CLIENTS 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. THE ORGANIZATION PROVIDED MENTAL HEALTH COUNSELING FOR ALL CLIENTS ON A WEEKLY BASIS AND PROVIDED A WEEKLY ADDICTION SUPPORT GROUP AS WELL AS WEEKLY OR BI-WEEKLY INDIVIDUAL ADDITION COUNSELING SESSIONS FOR ALL CLIENTS.$10,160$10,160
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN WEILExecutive DiPT$19,200-$19,200
ANNE ROSEBoard Chair-$0--
RITA JAMESTreasurer-$0--
EMILY MILESDirector-$0--
JUSTIN QUINTANADirector-$0--
MEGAN QUINTANADirector-$0--
AMANDA RUDENDirector-$0--
SHANNON ERICKSONDirector-$0--
JEANETTE BRAHLDirector-$0--
Filing and Contact Details

Filer

Filer Name
SUSAN'S LEGACY
EIN
85-0462276
Phone
5058438450
Address
11005 SPAIN RD NE SUITE 22, ALBUQUERQUE, NM 87111

Signing Officer

Name
Kathryn Weil
Title
Executive Director
Phone
5052508851
Signed
2020-12-20

Preparer

Firm
Mackie Reid & Company Pa
Address
4001 INDIAN SCHOOL RD STE 110, ALBUQUERQUE, NM 87110
Preparer
Rita James CPA
Phone
5052684335
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 10,160 relationship: clients

Form 990-ez, Part I, Line 16

Expenses workers comp insurance 1,765 insurance - liability 3,132 drug/atoh testing supplie 474 other program expenses 135 bank & credit card fees 256 community & volunteer rel 285 dues & subscriptions 111 equipment & software 349 licenses & fees 94 outside services - other 1,149 payroll processing fees 1,076 recruiting 1,479 telephone & cell phone 1,624 website & internet comm 445 printing and copying 174 office & operating supply 545 total 13,093

Form 990-ez, Part II, Line 24

Grants receivable 18,834 0 accounts receivable 3,136 4,225 prepaid expenses and deferred charges 1,847 524 total 23,817 4,749

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 324 state withholding payable -295 0 unemployment taxes payable 46 0 accrued payroll 4,425 4,594 accrued taxes 353 376 accrued payables 605 0

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

Susan's legacy provided intensive case management during the year. All clients were connected with the community resources they needed, like furniture, clothing, ect. Those clients not already enrolled in medicaid or food stamps were enrolled. Susan's legacy assisted clients with finding housing. If not already connected with a primary care physician and/or psychiatrist, clients 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. The organization provided mental health counseling for all clients on a weekly basis and provided a weekly addiction support group as well as weekly or bi-weekly individual addition counseling sessions for all clients.

Form 990-ez, Part III, Line 29

Susan's legacy provided intensive case management during the year. All clients were connected with the community resources they needed, like furniture, clothing, ect. Those clients not already enrolled in medicaid or food stamps were enrolled. Susan's legacy assisted clients with finding housing. If not already connected with a primary care physician and/or psychiatrist, clients 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. The organization provided mental health counseling for all clients on a weekly basis and provided a weekly addiction support group as well as weekly or bi-weekly individual addition counseling sessions for all clients.

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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/ExplanationTxt0CASH CONTRIBUTION: 10,160 RELATIONSHIP: CLIENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WORKERS COMP INSURANCE 1,765 INSURANCE - LIABILITY 3,132 DRUG/ATOH TESTING SUPPLIE 474 OTHER PROGRAM EXPENSES 135 BANK & CREDIT CARD FEES 256 COMMUNITY & VOLUNTEER REL 285 DUES & SUBSCRIPTIONS 111 EQUIPMENT & SOFTWARE 349 LICENSES & FEES 94 OUTSIDE SERVICES - OTHER 1,149 PAYROLL PROCESSING FEES 1,076 RECRUITING 1,479 TELEPHONE & CELL PHONE 1,624 WEBSITE & INTERNET COMM 445 PRINTING AND COPYING 174 OFFICE & OPERATING SUPPLY 545 TOTAL 13,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS RECEIVABLE 18,834 0 ACCOUNTS RECEIVABLE 3,136 4,225 PREPAID EXPENSES AND DEFERRED CHARGES 1,847 524 TOTAL 23,817 4,749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 324 STATE WITHHOLDING PAYABLE -295 0 UNEMPLOYMENT TAXES PAYABLE 46 0 ACCRUED PAYROLL 4,425 4,594 ACCRUED TAXES 353 376 ACCRUED PAYABLES 605 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUSAN'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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT DURING THE YEAR. ALL CLIENTS WERE CONNECTED WITH THE COMMUNITY RESOURCES THEY NEEDED, LIKE FURNITURE, CLOTHING, ECT. THOSE CLIENTS NOT ALREADY ENROLLED IN MEDICAID OR FOOD STAMPS WERE ENROLLED. SUSAN'S LEGACY ASSISTED CLIENTS WITH FINDING HOUSING. IF NOT ALREADY CONNECTED WITH A PRIMARY CARE PHYSICIAN AND/OR PSYCHIATRIST, CLIENTS 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. THE ORGANIZATION PROVIDED MENTAL HEALTH COUNSELING FOR ALL CLIENTS ON A WEEKLY BASIS AND PROVIDED A WEEKLY ADDICTION SUPPORT GROUP AS WELL AS WEEKLY OR BI-WEEKLY INDIVIDUAL ADDITION COUNSELING SESSIONS FOR ALL CLIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUSAN'S LEGACY PROVIDED INTENSIVE CASE MANAGEMENT DURING THE YEAR. ALL CLIENTS WERE CONNECTED WITH THE COMMUNITY RESOURCES THEY NEEDED, LIKE FURNITURE, CLOTHING, ECT. THOSE CLIENTS NOT ALREADY ENROLLED IN MEDICAID OR FOOD STAMPS WERE ENROLLED. SUSAN'S LEGACY ASSISTED CLIENTS WITH FINDING HOUSING. IF NOT ALREADY CONNECTED WITH A PRIMARY CARE PHYSICIAN AND/OR PSYCHIATRIST, CLIENTS 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. THE ORGANIZATION PROVIDED MENTAL HEALTH COUNSELING FOR ALL CLIENTS ON A WEEKLY BASIS AND PROVIDED A WEEKLY ADDICTION SUPPORT GROUP AS WELL AS WEEKLY OR BI-WEEKLY INDIVIDUAL ADDITION COUNSELING SESSIONS FOR ALL CLIENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN WEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05052508851
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN'S LEGACY
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0850462276
ReturnHeader/Filer/PhoneNum05058438450
ReturnHeader/Filer/USAddress/AddressLine1Txt011005 SPAIN RD NE SUITE 22
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850303670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACKIE REID & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04001 INDIAN SCHOOL RD STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05052684335
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA JAMES CPA
ReturnHeader/ReturnTs02026-02-02T13:26:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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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